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Transcript of Overcoming Objections in Sales

Transcript of Overcoming Objections in Sales written by John Jantsch read more at Duct Tape Marketing

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Break Through the Noise book cover

John Jantsch:  Today’s episode is brought to you by Break Through The Noise, the new book by Tim Staples, Co-Founder and CEO of Shareability. In his book Tim reveals his secret sauce for how to capture the attention of millions of people online, without spending millions of dollars.

John Jantsch: Hello and welcome to another episode of the duct tape marketing podcast. This is John Jantsch and my guest today is Jeb Blount. He is a sales acceleration specialist, founder of Sales Gravy and the author of a couple books, Fanatical Prospecting, I think we had him on here for, and then also, the book we’re going to talk about today, Objections: The Ultimate Guide for Mastering the Art and Science of Getting Past No. So Jeb, welcome back.

Jeb Blount: Oh, thank you. I’m glad to be back on. I appreciate you having me on.

John Jantsch: So, objection seems like a pretty specific part of the sales process. So let’s start out there. Why a book just on that aspect?

Jeb Blount: Well, if you think about most sales books, there’s a little part in the very back of every sales book on objections. There are very few books that have been written on objections and even in training that we deliver and that corporations deliver to their people, objections kind of take a back seat. But, when we think about objections and what objections are, you’re dealing with objections all the way through the entire sales process.

Jeb Blount: From the moment that you get someone on the telephone and you’re prospecting, they may tell you, they don’t have time for a meeting to throwing out red herrings in the middle of your sales process that take you off track, to micro-commitment objections. Getting them to advance to a next step. Then finally, buying and selection commitment objections.

Jeb Blount: So, no matter what you do, no matter what you sell, no matter how you sell it, there’s a great democracy in objections and objections are everywhere in the sales process, but we just haven’t addressed it. What I realized is that when I was dealing with entrepreneurs and I was dealing with people in marketing and I was dealing with people in sales and even dealing with people in nonprofit, almost all the questions that they ask about me is, “What do I do when someone tells me no?”

Jeb Blount: That’s why I made the decision to write this book and to really break down the science of objections, the science of why they hurt so much and why do buyers give us rejections. Then creating frameworks that allow people, in the moment, to deal with those objections, get past them and keep their deals advancing.

John Jantsch: Yeah, because for a lot of people, objection is really rejection. I mean, they don’t get past the early on stages and that’s where people give up. I think a lot of what you’re saying is, you got to expect this stuff and you got to look for it and you have to overcome it, maybe multiple times. I think that’s probably the part that makes… I don’t know how to say this the right way. That’s the part that makes people not like selling so much, but it’s also… Isn’t it the part that people get really good at it, enjoy the most?

Jeb Blount: Yeah, I think you’re right. So, persistence is a virtue, especially in sales and in business. I opened the book with the story about a guy that called me 71 times and ended up selling me a software program that changed my business. It changed the trajectory of our company. It helped us grow very fast and if he hadn’t been so persistent, I probably wouldn’t have bought it. So, he really helped me out.

Jeb Blount: I tell the story in the book where I called Fujifilm, was a client that I was looking to do business with. I called them over 50 times until they finally met with me. Which I think is what people miss in this, is when I showed up, they had their head of sales in the meeting and the head of sales was trying to hire me to come work for their company because he was so impressed with my persistence.

Jeb Blount: So, when we’re talking about persistence, in a lot of cases, we’re talking about the objections that you get really early on. Which are the harshest objections and they can be rejection that you get. So, when you call someone up asking for time, you’re interrupting their day and you’re asking for the one thing they don’t have any of and that is time. Those particular objections are the things that, I think make people run from sales the most.

Jeb Blount: Those aren’t the only objections you get, but those are certainly the harshest objections. The thing about objections is that they aren’t necessarily rejection. Sometimes they are, especially when you’re prospecting. But our brains treat an objection like it’s a rejection because we perceive it to be that way. In the worst cases, we anticipate that we’re going to get rejected. So we never even make the call or make the approach because we start worrying about what’s going to happen when someone tells us no.

Jeb Blount: In the book itself, what we really deal with is that feeling that you get of rejection, whether it’s anticipated, whether it’s real or whether it is perceived. That feeling that you have is much more biological than psychological. So, it’s important to be aware of where it comes from, so that in the moment, you can rise above the emotion that you feel and choose your response. That by the way, is the real key of getting past the objection and getting to what you want.

John Jantsch: Well, and I’m going to guess, I could be wrong, but that person that called you 71 times believed in the value that you could receive and that’s what kept them coming back. Am I way off base there?

Jeb Blount: Absolutely. Well, I think two things. One, he had absolute conviction in the quality of the product that he was selling and he was right about that. It is a high quality software and also, he had done a really good job of targeting. So, he had done a very good job of deciding which companies were the best fit for that product and my company Sales Gravy, we’re a fairly well-known sell training company. We work across the globe. We have a high profile. So, one of the things for him was, if I can get Sales Gravy to buy this, then I can get a lot of other training companies to buy this because I can tell them that Sales Gravy’s my client. I knew that was part of what he was doing and he was up front about that. About what an important prospect we were to him.

Jeb Blount: So, when you have the right prospect, where you know that what you’re selling is a fit and you know that you really help them, then that gives you that emotional reason to keep facing the fact that you’re getting knocked down, knocked down, knocked down because That told him to go away a dozen times. It allows you to do that.

Jeb Blount: Thankfully, he had so much conviction in what he was selling that he didn’t stop and it’s made all the difference for us as an organization. I can tell you straight up, the software that he sold us has helped us double the size of our company three years in a row. That’s how powerful that was.

John Jantsch: So, let’s focus on the prospecting part, which a lot of that was what he was doing. For a lot of people, that’s the hardest part. I mean, 90% of people couldn’t get past that because it’s so easy. It’s like, “No, and I don’t have time for you.” Click. To the buyers defense a little bit, I mean, I get those calls all the time and I just don’t have the time to invest in determining a lot of times, as I suspect you did, that that software was a good fit. No matter, all the promises, it like, “Yeah, I get that five times a day. What if it doesn’t?” So, I can’t take the time. So, how do you get past the fact that a lot of people just see that as you interrupting?

Jeb Blount: Well, you are interrupting. I mean, it’s just the fact of the matter. You’re interrupting and you’re asking them for the one thing that they don’t have any of, and that is time. So, there’s a couple of things. One of the things that Richard did really well in this situation is that he built familiarity. So, the last time that he got me on the telephone, I knew who he was. I’d heard his voice. I’d seen dozens of emails. He stalked me on LinkedIn. He called me and left me voicemails.

Jeb Blount: When I finally had a moment, I was in the situation where I couldn’t say, “No, I’m not going to give you time.” Because honestly, as a human being, with some level of empathy, he had just earned the right to have the conversation. The second thing that he did was, he was able to change his message. Because he left me so many voicemails, I heard different messages. So, he built these little commercials for me along the way.

Jeb Blount: So for him, he did that. I mean, he got to the point where I knew who he was and he had earned the right and part of like you said, “Do I know whether or not this is really worth my time?” Part of that is that the salesperson keeps showing up over and over and over again. Because if you think about it, most sales people hit the no once and they never call back again and I see that everyday in corporate America. When we’re working with people, working with a sales person, the question they ask is, “How many times should I call?” The answer is, that they currently have is, “I call once, they tell me, no. I never call back again.”

Jeb Blount: A great example is, I was working with this small company up in New York City and they sold advertising into restaurants. So, I was out with their sales people on the street in New York City, cold calling restaurants. We’re walking door-to-door, walking in and interrupting the day of restaurant managers in New York City, the hardest place in the world to sell. When we walked in, they told us to go screw ourselves.

Jeb Blount: We got told no in about 60 different languages and then, we went back the next day and went back the next day and went back the next day and it took about five times of walking in and them seeing you before they would give you a second look. Then they would say, “Yeah, get out of here but come back tomorrow.” And you knew you had cracked them and then, you’d come in the sixth time and then, they would give you a few minutes. You go in the seventh time, you got a meeting because their filter for whether or not it’s worth their time to invest in you was basically predicated on, did you have the chops to keep showing up over and over and over again?

Jeb Blount: I did the same thing. I love salespeople it’s what I do for a living. But I tell salespeople to go away all the time and it’s the ones that keep at it that eventually will at least get in, or I will at least look at their message. If I look at their message and I determine it’s not right for me, I’ll be respectful enough to tell them why it’s not the right time or right for me, rather than just brushing them off with, “I don’t have time.”

John Jantsch: Yeah. So in a way, you’re asking them to invest in you, before you’ll invest in them and I think that’s a great way to look at it. So, we talked about the prospecting one. You mentioned red herrings and micro-commitments and the fourth one, kind of that buying commitment. So I guess maybe, just briefly state what those are and then, I’d love for you to talk about some tactics for kind of turning those around.

Jeb Blount: Sure, so red herring objections are really not… they’re not real objections. But typically, when we’re in these conversations, sales conversations, especially for entrepreneurs, we feel nervous. A lot of it is because we have everything on the line and we feel a little bit vulnerable. In those initial meetings, what will happen is, you’re having a conversation with someone and they’ll say, “Well listen, I can’t talk anymore until I know how much it costs.” Or, “I just want you to know I’m not buying today.” They’ll throw something like that out really early in the conversation and what happens is we end up chasing that and we burn all the time that we have with them, dealing with something that’s not really a price objection. It’s just what they say. They don’t really have anything else to say to you.

Jeb Blount: So, it’s important in those situations, that you acknowledge it. So, the way I acknowledge anytime I get a red herring, is just write it down on a piece of paper, ask them if there’s anything else. Then I moved directly into my conversation, which usually sounds like this. I’s say, “If it’d be okay with you, let me ask you a few questions about you and then, we can talk about what we do and you and I can determine from there, whether or not it makes sense for us to keep talking.”

Jeb Blount: So, I use this process where I just, I pause for just a moment, acknowledge it, write it down and then, I ignore it. Most of the time red herrings never, ever come back up again and sometimes they’re important. Write it down, come back to it later. But don’t allow a red herring to disrupt your conversation. Maintain control and keep the meeting moving the way you want it to move.

Jeb Blount: Micro-commitment objection is really simple. All of sales is a set of commitments. So prospecting is asking for time. Sales is asking for commitments and those commitments are small micro-commitments along the way. So, for example, if I’m selling something and the best way that I can determine what to sell you is to go walk through say, your warehouse or walk through your building or take a look at your data or spend a day in the life with one of your AR clerks, whatever the case may be. If I’m doing that, I want to ask for micro-commitment and the more micro-commitments I can get along the way, the more my buyer’s invested in the process. Which means it’s more likely that they’re going to see it through to an outcome and my opportunities not going to stall.

Jeb Blount: So, I’m constantly asking people for my micro-commitments at test engagement and make sure that we’re moving forward. But from time-to-time they’ll say, “No.” They’ll say, “I don’t understand why we need to go do a tour of my warehouse. I mean, it’s just a warehouse. Why can’t you just send me a quote?” Or, “I don’t know why we would need to do that.” Or, “Why don’t you just email me the proposal and then, I’ll call you and we can meet later versus setting up a meeting with you.”

Jeb Blount: The thing about micro-commitments is all you have to do is just explain the value. These are real, low-key objections. They’re not harsh. They’re rarely rejection. We get a little bit flustered, but all you have to do is explain the value. So if someone says, “Look, I don’t know why we need to do this.” I say, “Listen, the reason that this is important is because the way I work as an organization is that every solution that I build is custom to my client’s unique situations. Until I get to know you, it’s going to be impossible for me to put together a blueprint for how we would serve you. All I’m going to need is about 15 minutes of your time to go through this information. So how about Thursday at two?” Really simple. If you can give a good explanation, they will rarely tell you no.

Jeb Blount: Then finally, they’re buying commitment objections and buying commitment objections are just people’s… They’re concerned about making a mistake. It’s their fear of taking risks. It’s their attachment to the status quo. What I’m doing now, even though it’s not perfect, it’s probably going to be better than taking a risk of change.

Jeb Blount: With micro-commitment or with buying commitment objections, it’s really about building your case through discovery, making sure that you’ve done all your work along the way. You really understand what’s important to them, why they would do this and it’s relating to them as a human being. Making sure that you are clarifying exactly what they mean. So, if someone says, “Your price is too much.” My question’s always. “How so? Help me understand that.” Because sometimes, it’s maybe the startup cost but not the ongoing cost.

Jeb Blount: Then the key here is, with buying commitment objections is recognizing that buying commitment objections almost always come from a place of fear. It’s just natural for human beings. We’re adverse to risk and along… as we’ve gone through our lives, when we avoid risk, we have a tendency to stay alive, so it’s part of our makeup. So, you have to minimize their fear while maximizing the future outcomes, while showing them what they’re going to get. The best way to have the ammunition that you need in a buying commitment objection is to have done a good job in the sales process doing deep discovery and built a good business case.

John Jantsch: Just to let you know, this episode is brought to you by Break Through the Noise, the new book by Tim Staples. If you’re a marketer, an entrepreneur or a small business owner and you have a limited budget to market to and connect with your customers, you need break through the noise. Tim Staples shares the nine essential rules for mastering the art of online storytelling and provides tools to help you outsmart the social media algorithms, increase your share of voice and build your brand. Breakthrough the Noise by Tim Staples is on sale now, wherever books are sold.

John Jantsch: So you spend a good chunk of the book talking about asking as a skill and how and why. I think that’s a part that most sort of beginning salespeople miss, is that they want to show up and talk about their stuff and a lot of times, we’re not even giving the buyer a chance to object to anything because we want to talk about ourselves. So, how do we develop this habit of making sure that we’re asking plenty of questions before we start trying to sell anything.

Jeb Blount: Well, I think first of all, you’re exactly right. You’ve got to ask questions and do discovery. The easiest thing to remember is this, when you ask for the sale, if you haven’t asked questions to begin with, you’re going to be dealing with price. So, you’re going to go straight to the bottom, deal with price because that’s the only thing that differentiates you. When you ask great questions, when you get out of your own way, rather than just pitching and explaining and telling, when you do that and then you go, “You want to buy?” The only way they can buy from you is based on you lowering your price because you created no differentiation from your competitors. So that’s one part of asking.

Jeb Blount: One is asking questions. Open-ended questions, artful and strategic questions that provoke awareness in building your business case. The problem with salespeople, more often than not with asking, is they don’t ask for what they want. So for example, if I want to come do a tour of your facility, I have to ask for that. If I want to sell, I have to ask you to do business with me. If I want time, I have to ask you for time.

Jeb Blount: The problem is, is when we ask, it creates this deep sense of vulnerability. We ask with confidence that we want something, then the person could tell us, “No.” We begin anticipating that we’re going to get rejected and therefore we don’t ask at all. What we do is we sit and wait for the prospect to do the job for us. That they’re going to somehow come to their senses and close the deal or give us time or what have you and it just doesn’t work that way.

Jeb Blount: One of my favorite quotes from Jim Rome is that, “Asking is the beginning of receiving.” I mean, if we want a deal, we have to ask first. So, asking is the most important discipline in sale, asking for what you want. If you want to get something you have to ask for it. We start the book that way because when you ask, you are going to get told no. When you ask, you are going to get rejected. Those things are true and when you begin anticipating that or when you change your behavior because you don’t want to feel the pain of rejection, all of a sudden you stop asking or you ask in a way that is so passive and insecure, that you’re never going to get what you want.

Jeb Blount: So, what you need is first of all, to understand where that pain comes from so that you can be aware of it. Awareness is the mother of change. But, next you have to have a set of frameworks, so that when you ask and you get the objection, when it happens to you, that you can rise above the emotion. What I teach people when I’m working with them on objections is that the emotion that you feel about being rejected, because it’s not comfortable. Nobody likes to feel that way. That happens without your consent. You don’t get to choose the emotion. The only thing you can choose is how you respond to that, what you’re going to do next, how you rise above it.

Jeb Blount: One of the really simple mechanisms that we teach people is something called the ledge and it’s what neuroscientists call the magic quarter second. So, when you get someone telling you no, an objection, that happens at the… your response the emotional level and it kicks off something called fight or flight, which changes your physiology and it changes the way that you deal with it and it makes it really hard to think.

Jeb Blount: So the ledge, this magic quarter second, gives you just a moment to get your neocortex or your thinking, rational brain in executive control over your response. So, for example, if I asked you for time and you said, “Jeb, I’m too busy today.” My ledge in this situation would be, that’s exactly why I called because I figured you would be. I say that every single time. But just that simple moment of having something that I say and respond to, anytime someone says that to me. Someone says, “Your prices are too way too high.” I always say, “How so?”

Jeb Blount: But because I have that, it gives me a moment to think and if I can have that moment to think, I can get out of the emotional state that I’m in, that makes it difficult for me to respond and get back into a rational state that allows me to be in control of my emotions and therefore, deliver a response that helps me get past the objection.

Jeb Blount: The one thing that you must take to the bank and understand about your interactions with people in a sales conversation, is that the person in that conversation that exerts the greatest amount of emotional control is the person who has the highest probability of getting the outcome that they desire?

John Jantsch: Yeah, and I think it probably, also has a little bit of impact of disarming the sort of knee jerk reaction. Like, “I’m too busy. You’re priced too high.” I mean some of that’s just defense, isn’t it? If we aren’t prepared to sort of deflect that defense mechanism, we’re never going to get a chance to show the value we can bring.

Jeb Blount: Yeah. I think it’s probably, when… We think about that more, “Let’s focus on disrupting the pattern.” So, when someone says, “I’m too busy.” Typically, that’s just their… It’s a reflex response. That’s why I call them buyer scripts, right? So, it’s just what they say. So, if you say, “I’m too busy.” I’m going to say, “That’s exactly why I called, because I figured you would be.” There not expecting that. I mean, they’re not expecting a salesperson to say that. They’re expecting me to argue with them or to say, “What’s a better time to call you.” I just say, “That’s exactly why I called because I figured you would be and all I want to do is find a time that’s more convenient for you.” I say that every single time. It’s got about a 70% probability of getting the person to tell me yes.

Jeb Blount: So, in that particular case, I’ve got a stock response. I was just working with a rep who is selling into CFOs and he sells software that helps them reduce their SGNA costs and he was having a hard time dealing with it, when the CFO said, “I’m not interested.” Because they all say, “I’m not interested,” because they’re too busy. His response, the way that he broke that up, he said, “That’s exactly what I thought you’d say because every CFO I call tells me they’re not interested, before they learn that we can rapidly reduce their SGNA costs and give them the ability to invest that money in places that grow the business.”

Jeb Blount: The week before he was using that turn around, he got four meetings. The week that he started using the turnaround, he got 18 meetings. So, it was just breaking through that little bit of resistance and doing something that allowed him to rise above the emotion and then, disrupted the pattern of that CFO, “I’m not interested.” That moved them to a place where they were willing to meet with him and that’s when he began… could begin to make the case because you can’t make the case on a simple prospecting call. It’s moving fast. You interrupted their day. You need to get the meeting to have that conversation.

John Jantsch: All right, I’m going to end on one you can probably swat right out of the park. But I’m going to ask you this question because I’m sure that lots of listeners out there and lots of folks who come to you probably have this. So you have a story in there that yes has a number and you essentially say, “If you ask…” Like a lot of salespeople, you have to ask enough people in order to get to yes with somebody. But here’s my question, so you had the number in there 11. You asked people to sing, Mary Had a Little Lamb and you said, typically somewhere around 11… by the 11th person, you finally got somebody to do it. So, let me ask you this, does that mean though that 10 people were damaged along the way?

Jeb Blount: No. I mean, the story is, I was in New York City. I was more damaged than not because I was usually getting F you, when I asked the question. So, I was the one that was getting damaged. But most people answer… I asked them… They went on with their life. I mean, they may have at dinner said, “Hey, this crazy guy on the street asked me to sing, Mary Had a Little Lamb into a camera.” But more often than not, they just forget, they have no idea.

John Jantsch: Let me make sure I focus on that. You use that as an example. So let’s say, just in the cold calling environment is what I’m really asking. So yeah, you finally find somebody who will meet with you, but the 10 people… And I’m saying damaged, that’s harsh. But I mean, are the 10 people that you interrupted, had a bad experience?

Jeb Blount: Well, only if you’re a total schmuck. But other than that, no. A great example of this is, I was working with a group up in Atlanta and we were doing cold calls. I was working, we’re working with them doing cold calls. The fourth person I called was just the meanest, most awful human being. She was so ugly to me and I’ve made thousands of calls, but she really hurt my feelings. Then I was even thinking that this is Atlanta, Georgia. So usually, you get told no nicer than you do in New York City.

Jeb Blount: So, it was bothering me, but I couldn’t flinch, because I’m in front of a bunch of reps that I’m training how to do cold calls. So, I kept on going, but finally it was bothering me so bad, I went back to the top of the list and I called her back 30 minutes after I’d called her the first time. When she answered the phone, I did exactly the same thing that I’d done the first time. And she said, “Yeah, come on by on Wednesday.” She didn’t even remember that I called her. I don’t know what she was in the middle of. I don’t know what was going on, but that happened.

Jeb Blount: My son called me earlier this week and and said… he said, “You’re not going to believe this.” He said, “I talked to the CEO two weeks ago, who told me that to go away. I’m never going to do business with you and oh, by the way, I’m busy for the next six years. So, don’t ever call me back again.” He said, “I was sitting there and I was thinking about it. I’m like, I’m going to call the guy back.” So he said, “Two weeks later, I called him back.” He said, “I changed my message up just a little bit.” And he said, “I ended up getting the meeting.”

Jeb Blount: It’s like, that’s what happens to people all the time. Is that you get off the phone thinking that that person is still thinking about you but they’re not. It’s probably no different than, someone cuts you off in traffic and you drive on and you’re so pissed off at them and you’re thinking about them grinding your teeth and thinking about all the things you can do with retribution and meanwhile, that person is driving on. They haven’t given you a second thought. They’re just going on with their day. All you are is an inconvenient interruption and they forgot about you the minute that you got off the phone. Unless of course, I mean, if you’re just a total jerk on the phone with them, they may not forget you, but that’s just so weird for sales people to do that.

Jeb Blount: Usually, I try to get past an objection a couple of times. If I don’t, I hang up and I move on and I call them back a couple of days later. So you’re not going to cause any damage calling people, doing prospecting, having conversations. More often than not, you’re going to create respect because you’re willing to call back. Which, I think is essentially, what happened to my son when the CEO realized that this kid who’s 21 years old wasn’t willing to back down. That CEO had deeper respect for him and was willing to give him 20 minutes of his time.

John Jantsch: Jeb, where can people find out more about you and Sales Gravy and any of your books?

Jeb Blount: Absolutely. All my books, I’ve written 10 books, they’re on Amazon. So, you can grab those, Amazon, Barnes and Noble. Most bookstores, most airports you’ll find my books. Salesgravy.com is my flagship website. We have thousands and thousands and thousands of free resources there that you can grab. You can get my podcast, along with this one. Because this is the podcast Mark and I listen to every single week, but you can grab my podcasts on all the major podcast providers, Sales Gravy, G-R-A-V-Y, is the easiest way to pop that in. YouTube channel thousands are… Thousands, about four or 500 videos there, I think. Then, you can catch me on all the major social networks. I’m @salesgravy, wherever you go.

John Jantsch: Well, Jeb it was great catching up with you and hopefully, we’ll run into you there soon out on the road.

Jeb Blount: Thank you, sir. Thank you.

Transcript of Why Reviews Matter to Your Business

Transcript of Why Reviews Matter to Your Business written by John Jantsch read more at Duct Tape Marketing

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John Jantsch:  Today’s episode is brought to you by Break Through The Noise, the new book by Tim Staples, Co-Founder and CEO of Shareability. In his book Tim reveals his secret sauce for how to capture the attention of millions of people online, without spending millions of dollars.

John Jantsch: Hello and welcome to another episode of The Duct Tape Marketing Podcast. This is John Jantsch, and my guest today is Aaron Weiche. He is the CEO of GatherUp, a review and customer feedback platform, and that’s what we’re going to talk about today, is getting reviews, customer experience feedback, all that good stuff that we need to do to understand who our buyers are, and what we do that’s unique. Aaron, thanks for joining me.

Aaron Weiche: Yeah, you bet. Thanks for having me on, John.

John Jantsch: Let’s just talk some basics. I mean, I assume everybody knows what reviews are, those things that Google, and Facebook, and things, people have been leaving for years, but now they’re on these digital platforms. Let’s talk about how important they are, that we kind of take over, or at least participate in that process.

Aaron Weiche: Yeah, two really big high level signals that I look at and put a lot of trust in is one, just what you see when you do a search at Google itself, and that I test is, whether I’m looking for a product, or a hotel, or a service, who’s going to take care of my lawn. Almost all of those results nowadays in some way, shape, form, or another are accompanied by review stars.

Aaron Weiche: We definitely see a very strong signal from the biggest window into the web through Google, that reputation really matters, and they are bringing it to the conversation right in that search result, very high, and very visible for a user to interact with. Then, the second is just around a lot of studies in the last handful of years that show overwhelmingly, to the tune of like 85% or more, that we trust online reviews as much as we trust talking to humans that we know. When you kind of combine those things of a very high trust level, and it’s very visible, and Google doesn’t do things by accident, I think that’s a very, very large signal to any small business that your reputation is tied to how you’re viewed in the world.

John Jantsch: There’s certain industries, nail salons, restaurants, hotels, I mean you’re under three stars and you’re just done because people really count on those for those. But, would you say that, that has now kind of permeated out to just about every industry?

Aaron Weiche: Absolutely. No one is void of reputation being part of that decision, and the best way I summarize this is, we have every option available to us when we do a search now, right? Even when you get into a very obscure business or service provider, you still might have three or five choices that you can look into. Time is such a huge commodity, we’re not going to call, or fill out a contact form on all of them. As a consumer, we’re looking to make the most informed decision, and reach out to one.

Aaron Weiche: When you look at that, brand and reputation is often one of those big factors, and what do other people have to say about working with this business. Are they reputable and trustworthy, because I’ve never used them before, and are they worth me putting a call into, or giving up my email address, or filling out a contact form?

John Jantsch: Do you think that consumers understand the difference between what we might call first party and third party reviews? In other words, you go to a website and they’ve got all these glowing reviews on their website, but then there’s Google who is aggregating these theoretically in a sort of impartial way. Do you think consumers understand the difference between those?

Aaron Weiche: I think they do a little bit, but what I think is even more important to the consumer is, is there depth, and is there information, and are there answers in those reviews? I think that’s much more of a deciding factor, because if it’s helpful to the consumer, I think they start to look at less what’s the source, how is it organized, what’s the rating scale, and everything else. But, if they’re able to get answers to their questions, and be able to identify with what they’re reading and have that aha moment where they’re like, “Oh yeah, that’s me,” the way this person is describing this, or their experience with it. I think that’s what’s most important to them.

Aaron Weiche: I think when you do a good job of bringing that type of content to the table, they really don’t care how it was acquired, or what went on with it. They’re just happy that they have the answers that they need to move forward.

John Jantsch: Okay, so on Google’s five point or five star scale, is there a perfect aggregate score that you should be aiming for? Here’s the genesis of my question, I mean you see these ones that a plumber, and I’m not picking on plumbers. But, 147 reviews, all five star. Do we believe that?

Aaron Weiche: Yeah, I definitely think small business owners and marketers, we fall victim to the perception of perfect. As a long time SEO industry friend of mine, Matt McGee once said, we don’t live in a five star world. I think it’s important for businesses as well. One study I cite a lot when I give talks is, Northwestern and PowerReviews did a study, and they actually found that 4.2 to 4.5 was the most trusted. That showed that you’re doing a great job, but you’re also not perfect. Because, just as you noted, when you see this large quantity of reviews and everyone has had this perfect experience, there is a part of you that says, “That seems a little bit too good to be true.” I think authenticity is a really big part of it, and I tell people all the time, don’t obsess on being perfect. Definitely focus on being great, consistently over and over again.

John Jantsch: Yeah, and I think because we all know people that, you can give them $100 bill, and they’d give you a three star review, you know? I mean, some people just won’t give anything five stars.

Aaron Weiche: Yep.

John Jantsch: I agree with that. Do you think that business owners, small business owners should get proactive? I mean, be asking every one of their customers for a review, or does that somehow taint it?

Aaron Weiche: I think more important than that is, you should be asking and understanding what your customer thinks. I get that Google reviews are so visible. I call them … right? They’re like sprinkles on the doughnut. They’re what attract you to the window, and get you to look up close, and have you thinking about it. But, I look at whatever your customer thinks about their experience with your business, how it went, that’s more important. Whether they tell Google, Facebook, TripAdvisor, or whether they tell you directly, you need to know what they think. Absolutely, you need to be proactive with that, because we’re all inundated with so many things to do, and things we forget, and whatever else. If you’re not taking control, and taking the time to ask that customer, and make it really easy for them to give you feedback and talk to you, then you are falling short in what you can do to understand that, and ultimately turn it into marketing power for you.

John Jantsch: Yeah, and I’m going to give you a little tip here, behind the scenes secret of something that I do.

Aaron Weiche: Ooh.

John Jantsch: We work with a lot of small business owners, one of the first things we want to do is match their message to their market. Guess what one of the best sources of information about what their message really should be, or what their unique difference is? A lot of times if somebody has a lot of glowing reviews from not just five stars and done, but like they wrote a paragraph about them, nine times out of 10 phrases and themes will come out of those reviews, that really do suggest, “Here’s what this business does that’s unique.” Or, “Here’s the problem this business really solves.” A lot of times we’ll build marketing campaigns around the content from their reviews.

Aaron Weiche: Yep, that’s absolutely perfect. I would take it a step further, I often tell people, do that research on your customer or your competitors reviews as well, right? Where are they driving these amazing experiences, and are you giving that same type of experience, or are you falling short and you need to change something? You’re right, reviews are a goldmine for what really makes a customer happy, and you need to make sure that you’re marketing and telling that story so that others desire to come have that same experience.

John Jantsch: I’ve worked with businesses over the years that have claimed, “Hey …” And we know, they have happy customers, they have repeat customers, they have advocates, but they can’t get them to write reviews. Is there something that actually tips somebody over the edge so that they’ll make that effort?

Aaron Weiche: Service all day long to me, is really the big one. We even see it within our own business, that they like our software, and they might write nice things about our software, but the minute that we are asking for feedback or a review after one of our support teams helps somebody solve something, or guides them in a direction, the response rate on that is through the roof.

Aaron Weiche: For a lot of businesses I always look at like what is that aha moment when you’re serving a customer, that you can see they’re really happy, you’ve solved a problem, you’ve relieved pressure, you’ve given that solution. That’s when you want to be prompting them, or letting them know how important a review is, or even them talking to you about the experiences, because they’re in that euphoria of what took place. That’s what I usually look to analyze with the business, and that’s the time you need to be asking.

Aaron Weiche: Secondarily, you just, you have to make it easy for them, right? Time is our biggest commodity, so if you can’t make it happen in a couple of easy clicks and in a really short interaction, you’re going to lose out. We all get these surveys in our inbox, right? You fly on an airline and they ask you to take a survey, and you get 30 questions in and you now, you liked that brand and now you’re like, “I really don’t like you. You’ve just stolen time from me within my day.”

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John Jantsch: Is there a proper moment in the customer experience to ask for reviews, feedbacks? Again, I know there’s no like one answer to that.

Aaron Weiche: Yeah.

John Jantsch: But, should the sales people, the technicians, the marketing people, I mean should everybody be doing it or is there a sort of proper sequence in your opinion?

Aaron Weiche: Yeah, well I think you hit upon what’s probably most important, and that it’s a human on your team asking, right? Even if you use an automated solution like ours, but that team member says, “Hey, just so you know, within the next day you’re going to get an email asking for some quick feedback and to write a review,” that’s build a relationship and saying like, “Hey, I provided you with great service. Will you repay that favor by giving us a review, or giving us feedback on our business?” We see that when that human ask is coupled with timing as close to the service as possible so that they haven’t forgotten about it, or missed details with it, or anything else. That’s really the winning combination, is that human ask as close to that service or experience.

John Jantsch: I know this will vary by lots of industries, but is there sort of a globally accepted kind of impact rating for star reviews? In other words, for every half a point, and again I’m just defaulting to Google because they have such an easy scale. But, like going from 3.5 to 4.2, does that have a measurable sort of percentage of impact of sales?

Aaron Weiche: Yeah, the one study that I know is probably quite old now was from Yelp, that they basically equated like a half star rating into what it would be for revenue within a restaurant. I can’t off the top of my head remember those numbers, but that’s the last really data driven study that I’ve seen on that.

Aaron Weiche: We tend to look at it a lot of times because we capture, and this is a whole ‘nother topic, but we capture net promoter score, which basically helps a business understand how likely that customer is to refer you. We just see a super strong correlation between those that are happy and willing to refer you, are also willing to give that digital referral, and write that review. We see it inside of that, and I think if you, over time, looked at businesses that have a high NPS and a high rating, you’re going to see them succeeding in their profit and loss and their sales, much more than anyone else.

John Jantsch: Well, and I know anecdotally, I mean when I’m traveling and I’m looking for a place to eat because I don’t have a recommendation, I mean there’s certainly judgements I make about if it’s under four or something, you know? I’m probably going to look elsewhere. I mean, I think a lot of people probably kind of operate in that same sort of vein.

Aaron Weiche: Yep.

John Jantsch:Do you think that there are demonstratively demographic trends to this? In other words, is a 30 year old only relying on reviews, where maybe a 60 year old is going to be asking somebody via email, or text, or something. Have you seen any? Those are just wild examples, but have you seen any correlation-

Aaron Weiche: Yep.

John Jantsch: …Demographically to the use of reviews, and their reliance on reviews?

Aaron Weiche: Yeah, what we have seen more is that evening out a lot more, and no surprise, right? When you have all of this information right in the palm of your hand in your smartphone, I think that’s really increased the access, and the amount of people wanting to rely on those things.

Aaron Weiche: Now, I think what we see more of happening is yes, a younger consumer, anywhere from 18 all the way up to 35, or even that next jump of 44, 45, they use it almost exclusively. Where, then when you trend into some of the olders, it’s going to balance out in some of the upper age brackets, where reviews are part of that consideration, but they still want some human referral, and maybe a few other sources to go along with it. Where, the younger you scale down, if I see it on the review site and I feel good about it, I’m good. I don’t need to ask any personal recommendations, or anything else.

John Jantsch: Let’s talk about the topic nobody wants to address, what percentage of reviews do you think are just blatant spam?

Aaron Weiche: I don’t know if I can give you a number, but I can tell you, too high, too high of a number. This is definitely a critical thing facing the industry as an overall, right? Google has really jumped leaps and bounds, multiples above how many reviews any other review site has. But, in doing so, anytime you go all in on quantity, quality suffers, and they have very little, and there’s been a lot more coming to the surface on fake reviews, bot reviews, all of these different combinations of spam reviews.

Aaron Weiche: We’re hoping in work in this industry, and we want its authenticity to play out, and have longevity, that something needs to be done there. Then, you even have on the other side, Yelp which is very polarizing for small businesses. They have something in place, right? But, they also, it’s so secretive to how they filter out reviews and things like that, that also causes distrust. We actually have both sides of the coin right now. We have somebody whose paying so much attention, and trying to make sure that only the best reviews from trustworthy people and whatever else are the ones that are showing, but they go so far to extreme that people don’t trust how they’re surfacing the results.

Aaron Weiche: Then, on the other side we have somebody who it’s such an open floodgate with so little being done, that when you start digging into a lot of things, that can cause a lot of distrust. It’s definitely probably at least at a five, 10%, maybe even more mark, which I think is just a shame considering the firepower that these companies have, to actually institute some pretty basic things, or just be more transparent on what they are doing with it.

John Jantsch: I loved your qualifiers in there, you said definitely, probably, maybe, at least five percent, I think is what you said. Not to pick on them too much because everybody else has, but Yelp sort of brought some of that on themselves, I think, in terms of marrying the selling of advertising with a review process. A more cynical person than I might suggest that there’s some things that are not so right there, but I know you have to be nice, you have to play nice because you don’t want them mad at you.

John Jantsch: Let’s talk about responding to reviews. What’s your take on that? Should every review you respond to, what’s your take?

Aaron Weiche: My personal take is, especially for a small business, absolutely do that, for a couple of different reasons. One, for the next customer that’s researching and looking to do business with you, it sends a strong signal that you’re listening, you pay attention, and you care to respond to your customers. It makes them envision how they’re going to be treated with you, respectfully. That, you’re going to listen to their needs, both online and off, and it’s a really good trust signal.

Aaron Weiche: Secondarily, when you do this through most platforms, it’s going to email and alert that customer that you’ve responded, so it’s another customer touchpoint, you’re thanking them for taking the time to write that review. All great things, and maximize those touchpoints with your customers, and let everyone see that you’re interactive with your customer base.

Aaron Weiche: Now, that grows exponentially when it’s a critical, or a bad review. You want to first respond to that customer and try to save that relationship, let them know you’re listening. Own the problem. Nobody wants to hear, “Well we were short staffed, the basement flooded,” yada, yada, yada. All they want to know is that if they ever came back again, they wouldn’t have this same poor experience, and that you care, you’re doing something to solve it, and you’re owning it.

Aaron Weiche: After that, you also…solving it for that person, you want to make sure that those next customers also see like yeah, they’re not perfect, but if something does go wrong they listen, they’re reasonable, they’re respectful, and they try to make it right. At the end of the day, that’s what most consumers want, is that confidence that if something does go wrong, they will be treated well, and the business will try to make it right with them.

John Jantsch:  Yeah, I have…obviously business owners get emotional about a negative review, particularly, “Well, that customer was unreasonable,” they just want to fire off their response to that person. I always tell them, write your response not to that person, write your response to the public, because that’s who’s going to see it.

Aaron Weiche: Yeah.

John Jantsch: I think that’s a good way to approach it, but it’s also, it’s, “Hey, they’re saying bad things about my business. How dare they.” It’s hard to take the emotion out of those, isn’t it?

Aaron Weiche: It totally is. I always tell people, because I do this for myself. I put myself in an emotional timeout when that comes in. Step away from the keyboard, let the emotion wear off, reread it for the facts that are there on what went wrong. The wait was too long, the food was cold, an expectation wasn’t met. Whatever that is, and then yeah, great point. Write it that way.

Aaron Weiche: I always tell people, write it, and then read it out loud, right? What does it sound like when you read it out loud to yourself, or to someone else? I also tell people, it’s not the emergency situation you feel like it is, because when you get a bad review, you suddenly think the entire world is reading that one star review that’s out there, and that’s not the case. You’re better off taking time to compose the right type of response, editing it multiple times, getting other people to weigh in on it, and two days later posting the right response, than you are rushing, being emotional, saying the wrong thing, and causing even more things to go wrong than what already went wrong with that review.

John Jantsch: I think we can all agree the social proof aspect of reviews, I mean I go there, I look them up, and they’ve got 25 reviews, and they all seem really good. What in your opinion is the SEO value of reviews?

Aaron Weiche: Yeah, I think really big value because, just as you pointed out, there’s kind of this content goldmine in there, especially when you’re providing a great experience and service, and that customer’s going to write about it. They’re writing from … in marketing, right? It’s always write from the persona of your customer. To me the big win here, is this is persona generated content. Let’s say I’m planning a trip for my family, I have four kids going to Disney World. I’m on TripAdvisor reading reviews on a hotel. Well, the minute I see someone else talk about that they have four or five kids, the same boatload that I have, and I start looking into how they spent their time, and what they did, and did the place they stay have all the amenities they want. I start to identify with that, I have met my equal persona.

Aaron Weiche: I just think that’s so important for a business to understand, that we all write great things about ourselves and our copy, how we’re the best, and the greatest, and an awesome staff, and all these other things. But, reviewers I think, they speak the language of the average consumer because they’re not trying to sell something, they’re just sharing what their experience was. I think that’s such a win, when the consumer can consume that.

Aaron Weiche: On the flip side for Google when they see that, that consumer is likely using keywords about the business, locations about the business, the types of terms a searcher is going to type in as well, and you’re bringing all of this additional content to a page that you wrote 300 words about your business. Well, if you bring in 30 words … or, 30 reviews about it, you might double the amount of content that’s talking about your service product, or your business.

John Jantsch: Aaron, we could talk all day about this, but better wrap it up and tell people where they can go to find out more about GatherUp, and the various services that you offer small business owners?

Aaron Weiche: Absolutely. If you visit GatherUp.com you can get a very detailed look at what we do, what our feature set is, case studies of businesses that we’ve worked with, our blog is very active, we share a lot of knowledge from the reputation and review space. We always invite you to come in and be able to learn from all of that.

John Jantsch: Awesome. Well, thanks for dropping by, Aaron. Hopefully we’ll run into you some day soon out there on the road.

Aaron Weiche: I appreciate it, John. Thank you.

Transcript of Setting Priorities to Make Time for What Matters

Transcript of Setting Priorities to Make Time for What Matters written by John Jantsch read more at Duct Tape Marketing

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John Jantsch: This episode of The Duct Tape Marketing Podcast is brought to you by Klaviyo. Klaviyo is a platform that helps growth-focused eCommerce brands drive more sales with super-targeted, highly relevant email, Facebook and Instagram marketing.

John Jantsch: Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Laura Vanderkam. She is the author of several time management and productivity books, including one we had on this show about a year ago, Off the Clock, and she’s got a new book. We’re going to talk a little bit about Juliet’s School of Possibilities: A Little Story About the Power of Priorities.

John Jantsch: So Laura, welcome back.

Laura Vanderkam: Thank you so much for having me.

John Jantsch: I want to get this one out, because a lot of your books have, I mean, productivity, time management. I’m going to borrow another title, let you answer this question. What do the most successful people do before breakfast?

Laura Vanderkam: Yeah. So a good question to ask, right? Yeah, I found in researching how people who are doing a lot, sort of professionally and personally, spent their time, that many of them were using their mornings quite intentionally. They’d recognize that this was time they could have for themselves before everybody else wanted a piece of them, both at work and at home. So, if there was something that they had aspirations to do, and didn’t necessarily fit in the category of work or family, this tended to be the time to do it.

Laura Vanderkam: So that could be exercising. For a lot of people, it was certainly exercising. But it could be creative pursuits, you know, you want to write that novel, you can tell yourself you’ll do it at the end of the day with the time that’s left over, but we both know that that probably will not happen. Whereas, if you get up a little bit earlier, and, you know, commit to writing, say 300 words a day, you’d have a draft of that novel in about a year. So, using that morning time for things that matter to you, is really what sets up the day for success.

John Jantsch: Yeah, and I know in my own personal experience, because I have somewhat of a morning routine, that if it gets knocked off, I’m sort of unsteady the rest of the day. I don’t know if that’s a good thing, but I know it does impact me.

Laura Vanderkam: Yeah. Well, we all have things that help our days. For many people, having something that feels like you scored some sort of victory in the morning, and a meaningful victory here. I mean, you know, yes, I guess we all got out of bed, which is good, but, you know, something that advances you toward your goals, can really make this day feel great.

John Jantsch: I know in listening to you reading your books, that you have a pretty good sense that most of us have no idea how we actually spend our time doing.

Laura Vanderkam: No. Which is interesting, right? Because we live life every day, and yet time passes, whether you think how you’re spending it or not, and so it is very easy to spend time mindlessly. Because of that, we tend to tell ourselves various stories about where the time goes. You know, some of them are probably true, but a great many of them also aren’t. So the good thing about tracking where the time really goes, is that you can figure out what’s just the story and what’s the actual truth.

John Jantsch: You know, there’s so much great advice, so many great books, hacks, apps, whatever, to help us manage our time. Why do we ignore them all?

Laura Vanderkam: Well, I think it’s the same thing of time continuing to move along. I mean, it’s like the challenge we’d have with spending money well, if all our money was burned at the end of every day, right? You know, it’s very difficult to make use of this extremely limited resource given that it’s constantly going. So, you know, you have to kind of think about what you’d like to do with it, and think about what are my intentions for the time? To think about your time before you’re actually in it.

Laura Vanderkam: It’s kind of like, you know, somebody paddling down a river, you know, pausing on the edge of their canoe and looking to see where the current’s going. If you do that, you’re a lot less likely to run into a rock. But, you know, it takes time.

John Jantsch: A few years ago, and it only took me about 20 years of owning my own business to get there, but I stopped really trying to manage time, and actually have gone to managing priorities, and actually working less hours, and found that I’m getting just as much or more done, rather than stressing about, “Oh, I should add some stuff to my checklist, because there’s two hours left in the day.” How does that idea settle with, you know, kind of your thoughts about, you know, how people manage their time?

Laura Vanderkam: Yeah. I’m a big fan of not filling time just because it’s there. In fact, many of the most successful people I’ve studied have a fair amount of white space on their schedule. They do this for several reasons. I mean, one, you know, everything takes longer than you think it will. So, you know, you got to make sure you build in space to deal with that. Also because it allows them to seize opportunities that, you know, if something unexpected but very good comes up, it’s great to be able to follow where that leads, instead of, you know, having your day already spoken for.

Laura Vanderkam: So, you know, I try to make very limited to-do lists, you know, definitely not stuff that’s going to fill the entire day. Because I know stuff will happen, you know, and if I finish everything on my list, the short list, I’m sure I can go find some more stuff if I feel like it. But if I make a very short list of the things I know absolutely have to happen, then I know that regardless what happens, you know, if I wind up spending half the day in the ER with one of my kids, for instance, I’ve still made progress. So I think that is the core of being productive.

Laura Vanderkam: That, you know, anyone can plan a perfect schedule, that’s not very exciting. The question is whether you can keep moving forward on the things that matter to you and the people you care about, when life happens, as life always happens.

John Jantsch: Well, and I think that that whole idea of priority is so important too, because a lot of the things that are priorities, are things I don’t want to do. They’re not fun, you know, they’re hard work. Maybe I spend a whole lot of time finding ways to not do that until, you know, it’s April 14th, and the taxes are due, right? All of a sudden, I’ve got all kinds of time to do that thing.

John Jantsch: So, I think forcing yourself to do this stuff, again, as you said, that’s important, even if you like it or not. You know, because I know I create a lot of wasted time and probably wasted stress, by having that thing just sitting out there going, “Oh, I’ll get to it next week.”

Laura Vanderkam: Yeah. I would tell people to acknowledge that. If there’s something you really do not want to do, you can ask yourself why that is. Sometimes that’s offering you some insight into your life, into your skills, and into things that are not your skills. You know, and there’s plenty of people who really, really hate doing the paperwork associated with their taxes, who might be better off hiring, you know, an assistant to get some of that, to coordinate with the accountant and all.

Laura Vanderkam: You know, so maybe it’s something that you could figure out a way over time that you can spend less time on. Whereas if something is truly energizing and fun, and meaningful to you, maybe there’s ways you can spend more time on those things.

John Jantsch: Now, you spend a lot of time, I mean, we’re sort of, I think, logically talking about work here so far, but you spend a lot of time working with people and how they spend their leisure time as well. I think as work and leisure, or whatever we call it, family time, play time, you know, seems to be no line anymore, you know, between those. How do we make sure that we are getting the most out of what we are calling leisure time?

Laura Vanderkam: Well, I think we need to have some of the same intention for our leisure and family time that we have for our work time. I don’t mean that you need to, you know, send calendar invites for dinner and schedule every 15 minutes, in the way some people do at work. But people will come home from work at 6:00, go to bed at 10:30, 11:00, that’s four and a half, five hours. You wouldn’t have a four and a half, five hour block at work and have absolutely no idea of what you intended to do with it.

Laura Vanderkam: So, you know, just saying, “Well, we’re going to go for a family walk after dinner, or, you know, tonight is the night I’m going to read 100 pages of that novel.” You know, whatever it is, having some intention for your personal time makes it feel richer and more full. So it winds up, you know, expanding in our mental space and making us feel, in fact, like we have more time.

John Jantsch: This, you know, sometimes is a luxury of owning your own business. I mean, I don’t necessarily have people putting meetings on my calendar and things. So, I’ve actually, over the years, found that I’ve gotten much more intentional about playing harder. So in other words, instead of saying, “Oh, I’ll sneak in an hour here, I mean, I’m going to go fishing for half a day or something.”

John Jantsch: But, I’m going to plan that, I’m going to put that into the calendar and I’m not going to think about not doing it. I’m going to be 100% in on that. I think what that’s done for me, is then when I come back to work that afternoon or the next morning, I’m much more intentional about work, actually.

Laura Vanderkam: Yeah. I mean, being intentional about leisure time, it can really be life-changing. You know, part of the issue is that people are so busy with work, they think, “Well, I want to do nothing, or I don’t want to commit to anything, because that’s just more commitments, and then I’ll feel like I have less time.” But that turns out not to be true.

Laura Vanderkam: Having commitments, that are meaningful to us and energizing to us in our leisure time, makes us feel like we have more time, you know? An evening where you kind of while away the hours and scroll around online and watch TV or something, is very forgettable. Whereas, one where you, you know, go volunteer somewhere in an organization that you’ve been doing some really serious work with, and you’ve committed to being there every Thursday night. I mean, that’s more memorable, that feels more important. So it actually stands out in this wash of time.

John Jantsch: I think most people, maybe there are other people that don’t, but I know myself, I’ll throw in this category, I probably get 90% of my work done in two or three hours of a work day. I mean, 90% of the real pay off work, you know, happens in two or three hours. I think that, you know, when you start, and we can talk about time diaries in a minute, but I think we really underestimate how much time we waste on things that we think are busy or productive.

Laura Vanderkam: Yeah. I mean, it’s the parade of [inaudible 00:10:50], that is 80% of your good stuff happens in 20% of your time. With that said, I mean, it sounds then like maybe we could only work four hours a week or whatever it is, that if we could only identify the important stuff. The problem is, it’s not always quite that clear. I know that you and I have both had say random conversations that we just decided to take a phone call for some reason, and then it leads somewhere great, right? Or that we are reading something that maybe is tangential to our jobs, but it triggers this idea that leads to something big as well.

Laura Vanderkam: So I would say that yes, you know, a lot of our major stuff does get done in probably a short amount of time, and we’ve all had the experience of if you’re getting ready to leave for a vacation, you were just on fire, before you get out the door and getting everything done. But on the other hand, you got to be careful about not trying to cut it too much, because then you miss that sort of serendipity that leads to great things.

John Jantsch: Want to remind you that this episode is brought to you by Klaviyo. Klaviyo helps you build meaningful customer relationships by listening and understanding cues from your customers, and this allows you to easily turn that information into valuable marketing messages. There’s powerful segmentation, email autoresponders, that are ready to go, great reporting. You want to learn a little bit about the secret to building customer relationships? They’ve got a really fun series called Klaviyo’s Beyond Black Friday. It’s a docu series, a lot of fun, quick lessons, just head on over to Klaviyo.com/beyondBF, Beyond Black Friday.

John Jantsch: So your latest book, Juliet’s School of Possibilities, is a parable style. You know, I’ve always wanted to write one of those, but I don’t think I could pull the whole dialogue thing off. So tell us a little bit about Juliet, and what you were trying to accomplish in that story.

Laura Vanderkam: Yeah, well I’ve been writing about time management for a great many years, and I’ve just noticed over this time that, and I’m given my speeches, the parts people remember are the stories. No one ever comes up to me and says, “Oh gosh, that statistic you quoted about X, that was life-changing.” It’s really more like, “Oh, when you told that story about this,” and people can quote back these stories pretty much verbatim, which is amazing. But, that is how we absorb information. The human brain is very wired to remember stories in a certain format, that stories that teach a lesson.

Laura Vanderkam: So that’s basically what parables are, is stories that teach a lesson. You know, I love reading, I love writing, and so it was fun to try my hand at something a little bit different, that, you know, I could actually write dialogue, as opposed to writing straight non-fiction.

John Jantsch: So, give us the preview of Juliet’s story then.

Laura Vanderkam: Well, so Riley is a hot-shot young consultant whose career has been on fire up until the moment when suddenly it isn’t. Her life begins to fall apart on various dimensions, because she’s having such a hard time figuring out what she should be doing with her time, and her personal life is also falling apart. In the midst of all of this, her company gives her an ultimatum, kind of strong-armed into going into this retreat for the weekend at a place called Juliet’s School of Possibilities. She thinks it’s going to be a huge waste of time.

Laura Vanderkam: But then she meets Juliet, who is a successful business owner, who is also just incredibly calm. She seems to have infinite amounts of time for the things that are important to her. So, in the course of the weekend, Riley tries to learn Juliet’s secrets, and figure out how she can put these into practice in her own life.

John Jantsch: So, I just heard you speak recently at the World Domination Summit, which is one of my favorite conferences. In fact, I’m trying to have many of the speakers on, so listeners will hear that line a bit over the next few weeks. But one of the things that you said that I know I need to do, and I know I’m not good enough at is, you know, we have a tendency to sit down, you know, in the morning and go, “Okay, what do I need to do today?” You talked about this idea of structuring our week, and that makes so much sense, because that’s really probably the chunk that’s going to be the measure of our productivity. You want to kind of talk about that idea?

Laura Vanderkam: Yeah. Well, we live our lives in weeks. You know, I just talk about how we often think of our lives in days, but we actually live our lives in weeks. A week is the unit of life as we actually live it. So, you know, I think that’s how we need to plan out our time, because any given day is not big enough to encompass everything that you’re going to need to get to. But in a week, you can probably get to most of the things that are important to you.

Laura Vanderkam: So, I suggest that people think through their weeks before they’re in them. A really good time to do this is Friday afternoon, just because Friday afternoon is a time when most of us are not doing anything of any consequence whatsoever, kind of sliding into the weekend at that point. So you take a few minutes, you think about the upcoming weeks, you ask yourself what are your top priorities for this in, you know, the work sphere, your relationship sphere, so family and friends. Then the personal sphere, so things you want to do just for you.

Laura Vanderkam: List, you know, just a short number of items, two, three, in each category, and look at the next week and see where they can go. If you do this consistently, you will find yourself, just by default, making progress towards your goals, because every single week you’re doing stuff that matters. Whereas, if you don’t think about this ahead of time, again, it’s easy for time to just get away from you.

John Jantsch: Yeah, and I think also the other thing, hopefully you say, “Hey, I’ve got these three big things I need to accomplish.” Maybe you say no to a few things now, because they’re already in your brain or already on your calendar.

Laura Vanderkam: Yeah. Well, the time on Friday afternoon where you’re planning the week ahead and putting your priorities, is also a great time to look at what is already on your calendar and get rid of whatever does not really fit with what matters to you, and what, you know, path you thought would be a good idea, but no longer does. So, you know, if you can get out of it, maybe that’s a good time to do so.

John Jantsch: I love this idea of time diary. I’ve been actually preaching it for many, many years, particularly when people, you know, were talking about just not being able to accomplish anything. I get a collective, “Oh, I don’t have time to do that or I don’t want to do that.” How have you been successful at getting people to track, even for a week, their time?

Laura Vanderkam: Well, I mean, my promise is that it will be useful, and useful in a way of not say, “Oh, well, look, we discovered that you said you’re so busy and you watched TV for X number of hours.” It’s not about that. I really don’t care for the game of got you on these things. It’s more that pretty much everyone who does this finds some quantity of time that they’re spending in ways they don’t care about so much, that they can use for things that they do care about.

Laura Vanderkam: I say this about people who are just extraordinarily busy, have so much going on in their lives, there’s always still some quantity of space. You know, it doesn’t have to be much, I mean, for many people, if they were able to find just, you know, a couple of hours per week to do things that they were very excited about, this would change their whole experience of time.

Laura Vanderkam: So, that’s why I suggest people do it. I also, you know, make sure people know that it’s not about recording every single minute perfectly. Good enough, is good enough. I check in three to four times a day, write down what I’ve done since the last time I checked in, don’t [inaudible 00:00:18:31]. If you did mostly work, and you also went to the bathroom and got a glass of water, work, it’s fine. You don’t have to account blow by blow on everything. But, you know, you do it for a couple of days, that’s good. If you can do it for a week, that’s even better. You’ll get enough information that I think you’ll find it worthwhile.

John Jantsch: Well, and I work with a lot of business owners, and they spend time doing a lot of things they should delegate, they could delegate, that would be much more profitable if they delegated. Sometimes, you know, what I actually do, is have them assign a dollar value to, you know, what was that worth? Or what could you have gotten somebody else to do that for? Some metric. That can be pretty eyeopening, when they look at, you know, how much of their time is doing work well below what they need to make in their business.

Laura Vanderkam: Yeah. No, I mean, when you realize something’s not a good use of your time, you have a couple of choices. I mean, one is you can just stop doing it, which is an option that, you know, people really should look into more than they actually do. You know, you can see if there’s a way it can take less time, which is of course what most time management literature deals with. How to make things, you know, more streamlined, more efficient, turn your 60 minute meeting into a 45 minute one. That has its purpose, of course. But, you know, that’s another option.

Laura Vanderkam: Then, of course, you could get someone else to do it, which is really the way that we leverage our time, and do things that we couldn’t do on our own. I find that people often resist this idea, but, you know, if you’re looking at the CEO of a major corporation, you’re not sitting there saying like, “Oh gosh, the CEO of Pepsi is failing, because she’s not doing it all by herself.” I mean, no, of course not. It’s the same thing, you know, even if your business is smaller, but it’s also the same thing on the home front too, that we can get help from various places and leverage our time that way.

John Jantsch: Yeah. That’s an interesting concept though, because a lot of people have a real, you know, guilt kind of factor of that. A lot of times they can delegate at work, “But, I’m not going to have somebody mow my lawn. I mean, I could do that, and that’s lame.” But that could be a way to actually free up time, couldn’t it? In the domestic front.

Laura Vanderkam: Yeah, for doing things that are a higher value of your time. People claim like, “Oh, well, you know, I should call my elderly relatives around more,” you know, whatever it is. “But, you know, I’m so busy, I just never have the time.” Well, maybe it’s possible that you don’t want to do it, that’s fine. But if it is truly a value of yours, then maybe you can get some of this other stuff off the plate. Maybe you order your groceries online, set up a recurring order that shows up every week, you don’t have to go to the grocery store. Instead of going to the grocery store, you call your grandmother, right? You know, these are things you can do to free up time for the things that are the best use of your time.

John Jantsch: So Laura, where can people find out more information on you, and your books, and all the work that you’re doing?

Laura Vanderkam: Well, people can come visit my website which is LauraVanderkam.com. You know, if you are listening to this podcast, and are all caught up in episodes for this, and you’re looking for something else to listen to, I have an every weekday morning short productivity tip podcast called Before Breakfast. So every weekday morning, five to 10 minutes, I give you a little tip that will hopefully help you take your day from great to awesome. So, people might enjoy listening to that.

John Jantsch:  Awesome. Well, we will have those links in the show notes as well. Laura, I appreciate you stopping by. It was great seeing you in Portland, and hopefully I’ll run into you soon out there on the road.

Laura Vanderkam: Thank you so much for having me. I appreciate it.

Transcript of Everything You Need to Know About Creating Strategic Content

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John Jantsch: This episode of the Duct Tape Marketing podcast is brought to you by SEMrush. It is our go-to SEO tool for doing audits, for tracking position and ranking, for really getting ideas on how to get more organic traffic for our clients, competitive intelligence, backlinks and things like that. All the important SEO tools that you need for pay traffic, social media, PR and of course, SEO. Check it out at semrush.com/partner/ducttapemarketing. We’ll have that in the show notes.

John Jantsch: Hello and welcome to another episode of the Duct Tape Marketing podcast. This is John Jantsch. My guest today is Rachel Parker. She is the CEO of Resonance Content Marketing and the author of a book we’re going to talk about today called The Content Marketing Coach. Rachel, thanks for joining me.

Rachel Parker: Thank you John. Happy to be here.

John Jantsch: I wondered if we could start today’s call off with a few stances of Musetta’s Waltz from La Boheme. Surely you sung that aria before.

Rachel Parker: I have. I have. Yes.

John Jantsch: Obviously I did a little research, and on top of being an SEO and content expert, you are a trained soprano.

Rachel Parker: I am, yes.

John Jantsch: But unfortunately I read with sadness that you don’t get to do that very much anymore.

Rachel Parker: Not very much. Mostly in the shower and occasionally in the car, but that’s about it these days.

John Jantsch: So let’s talk about content marketing, shall we? Set the table maybe for … I still get this all time. People like you and I talk about content this, content that, and people are still saying, “What exactly is content? Is that a blog post?”

Rachel Parker: Yep, good question. And there’s a lot of confusion over what content is and is not. I define content as any communication with your audience that is not selling. So that could be anything, I mean, literally anything from a birthday card to an ebook to your own university program. It’s connecting with your audience without pushing your product or services. And it’s as simple as that.

John Jantsch: Well, that’s interesting because why wouldn’t you include, I mean, at some point you move people through the journey to the point where they want to buy and you’re still producing content that I think has to convince them. Why you? I mean, why would you exclude? I get that content is not exclusively about pushing. It’s mostly about education. But at some point you’ve got to convert them with content?

Rachel Parker: Absolutely, and that’s one thing I tell people. To borrow a term from the dating world, we don’t want to run up in the friend zone. We don’t want to be, “Oh, I really like you for your ebooks and stuff, but whoa, purchase, hang on, hang on.” So yeah, we do want to think about guiding them through a funnel and we think about the top of the funnel stuff, which is our search attracting assets like our blog and our social media, and then moving them further down maybe into downloadable assets and into webinars. And yeah, eventually you want to have a one-on-one conversation with them and say, “Okay, here’s what we have to offer. Can we talk a little further about this?”

John Jantsch: Well, and I for years have actually taken it beyond that. I think that once they become a customer, there’s certainly a role for content in continuing the loyalty, getting them to purchase more, getting them to refer. And I think that’s where I think so many people just think it’s get the order, but I think its role is far beyond that.

Rachel Parker: Absolutely. I think the biggest problem with the traditional sales fun is that it stops when they sign on the bottom line. There is a whole world of relationship beyond that. I mean they could be recommending you to their friends. They could be, like you said, buying more product, upselling. I mean there’s a tremendous, there are tremendous opportunities beyond the sale.

John Jantsch: It’s probably the, especially when we’re talking about small business owners that are quite often very time strapped. What’s the answer there? Because I mean to do everything that people like you and I talk about is really time consuming. To do it right and particularly for the typical owner who certainly is making the sausages or whatever it is back in the ag shop too. So how do you kind of balance the fact that it does take a lot of work with the fact that it is so necessary?

Rachel Parker: Sure. And it does take a lot of work to do and to do well. I mean there are some people who think, “Oh, as long as it gets something out there, as long as I check off on my to-do list, post on Facebook, or publish blog posts.” But it needs to be done well. Especially for a small business owners who are one man, woman shops, it can be challenging.

Rachel Parker: One thing to do is you can look into outsourcing. You can bring in a freelance writer who can write those blog posts for you, someone who can handle your social media. That’s one way to do it. I think the worst thing you can do is just say, “Well, I don’t have time for it so it’s just not going to happen,” because that’s where we’re coming to in the marketing world. It’s no longer nice to have.

John Jantsch: Well, so let me ask you then. So that person that says, “Well, I either don’t have the money or the time to do it well, at least I’m doing something,” is … I mean, is that better than nothing?

Rachel Parker: Yeah, something is definitely better than nothing. So if all you can manage is one good quality blog post a month, then go for it. It’s not going to set your traffic on fire. But when you encounter potential customer and you say, “Please feel free to go to my website,” and they are seeing that quality content, that’s going to up your stock. So yeah, I would be the first to say that anything is better than nothing.

John Jantsch: How do you think … You mentioned the blog word. I mean is that … I’ve been blogging, gosh, 13 years now, and it’s changed dramatically the position or the role or what blogging actually is. In fact, we build most of the websites for our clients just using WordPress. We don’t really talk about it being a blog. It’s just a content management system. So do you believe that everyone needs that, whether we call it a blog or whatever we decide to call it, do you think everyone needs that kind of publishing ability?

Rachel Parker: I think it’s one of those things that everybody really needs. When we think about blog, we think about words on a page. But really you could do videos. You could do audios. You could record. You don’t necessarily have to have a formal podcast, but you could record audios on a platform like SoundCloud and just embed those and have that be your audio blogs. There are many possibilities.

Rachel Parker: But I think the blog is essential because the first thing is you own your website, which is something that you cannot say about your Facebook page or your Twitter account. That is your real estate. When people go to your site, I think they need to see some kind of publication that comes from you and that you own.

John Jantsch: So one of the things that I hear … Let’s back up to the strategy a little bit because we’ve been talking about, “Oh, you need to be producing content, you need to be producing content.” Well, you can certainly waste a lot of time producing content that either nobody wants to read or isn’t really going to drive people to know, like, and trust you. What do you say to people when they’re trying to get started? How do you make … I often refer to the fact that content needs to be the voice of strategy. So how do you make it the voice of strategy as opposed to just another tactic?

Rachel Parker: Sure. Your content marketing strategy absolutely has to begin with your audience. If you don’t know exactly who that audience is, then find out before you do anything. This is a challenge for everyone, but I find especially John in the B2B world, because I’ll ask people, “Who’s your audience?” And they say, “Well, midsize companies in manufacturing located in the mid west.” And then I say, “Okay, who in that company?” And they say, “Oh, well, the CEO would be great I guess, or the COO, or maybe a VP.” And they don’t know literally whose eyeballs you want on the other side of that content. So knowing your audience has got to be step number one.

John Jantsch: And it’s interesting about that is, it may, the answer actually may be all three, but they have different objectives and goals, which makes it even worse. So what do you tell people? One of the things, another question I get asked all the time is, “I don’t know what to write about. Where should I get ideas?” I mean, where do you send people to look for ideas about what would make sense for them to write about?

Rachel Parker: Sure. The first thing, again, once you know your audience, see if you can find out where they get their content, what books or magazines do they read, what websites do they go to, what Facebook pages do they subscribe to, and do a little snooping around and see what other people are doing in your industry. Then another thing you can do is just ask your audience. Set up a SurveyMonkey or something very simple via email and say, “Hey, what are the topics that are going to make your life easier, or that are going to help you do your job better? And how can we help with that?” So I would start with that.

John Jantsch: Yeah. There’s also some great tools that are available today too. My listeners will recognize this one because I talk about it all the time. I love BuzzSumo. When I kind of have an idea of a topic or a theme, I can go there and find very specific content, and that that has been shared and theoretically proven that people are interested. And that can be a really great way to stimulate some ideas.

John Jantsch: I think for a number of years we had the … we started talking about content marketing as though it were a separate channel. And I think a lot of people certainly look at it that way. But I think that it’s actually, in fact, I talk about it just being the air for marketing today that we really have to integrate. I mean, you can’t really do effective SEO, you can’t do very effective advertising, in my opinion, without content. You certainly can’t do much PR without good content. So, how do you think in terms of the other channels that you … that clearly you need to feed but need content to do that?

Rachel Parker: Yeah. Yeah, it’s an interesting point, John. I relate it to, there’s a reason why we don’t talk about color TVs anymore because that’s what it is. There is nothing else. I think the term content marketing may be fading away the next few years as it just becomes part of your strategy. Even companies that, these die hard oil and gas guys who I never thought I would see creating content, they’re getting on board and realizing that it’s got to be rolled into your strategy. As we do look at our sales funnel, we need to think about, “Okay, how are we going to feed people with content from the very first encounter through the decision making process, all the way to the purchase and beyond?” So it all has to integrate.

John Jantsch: One of the things that even the greatest journalists that can write just the most compelling story knows is that if nobody reads it, it’s probably not that effective. Are there some tips for creating, that you like to use for creating content that people just really want to share? They’re drawn to it and they, it’s almost like, “Oh, I have to share this”?

Rachel Parker: Sure, sure. Absolutely. Well, there has to be a promotional element involved first of all. As I like to say, if you build it, they will come only worked for Kevin Costner. Because just putting a blog out there is not going to send thousands of people to your site tomorrow. So we do have to promote it. And some of that might involve some dollars, might be a promoted Facebook post or promoted tweets or things like that.

Rachel Parker: As far as putting it out there, or as far as creating content that people want to read, look at, again, if you have a resource like BuzzSumo that shows you the kind of topics that people are sharing or the kind of, even the way the titles are phrased on different blog posts can make a tremendous difference in the shareability and in their likelihood to generate traffic.

Rachel Parker: And then as you progress in your content marketing journey, you’re going to see that you’re going to have your own data. You’re going to be able to look at your own blog posts and say, “Oh wow, this one got a whole bunch of shares. This one, not so much. How can I … What can I learn from this? And how can I roll those best practices into what I do in the future?”

John Jantsch: One of the things that I hear all the time is, a lot of times a company that maybe produces something fairly technical goes out and hires a marketing person, and then tells that marketing person to write some great content of about something of which they know nothing about and maybe can’t even really learn about that easily I mean. I hear that really all the time from writers inside of marketing departments.

John Jantsch: I mean, is there a way to get that information in a way that you could then inside an organization have you found? I’m sure you’ve worked with organizations where they hire you to write something. You’ve got to have a process for figuring out what the heck that widget is that they sell and what it does. So are there some tips on doing that?

Rachel Parker: Yeah. First of all, you need to get with the people in your … in the organizations that do know, that do have the information. Sometimes you have to be a little bit of a pest because content is the lowest thing on their to-do list. So to be a very, very nice pest, but to make sure you get some face time with them.

Rachel Parker: One tactic that I like to use that has worked really, really well for me, is, I’ll ask them, “Okay, explain this concept to me as if I were a sixth grader. If I were your little 9, 10, 11 year old kid and saying, ‘Hey, what is this? What are you working on,’ how would you explain it?”

Rachel Parker: And that really forces them to simplify and to get past the jargon and really talk about what this is and why it’s important and why people need to know about it. And then from there you can build on that very simple platform and get into the more technical details, depending of course on how technical your audience is, which is another consideration.

John Jantsch: Sure, sure. Yeah. I think a lot of times too, you go to an engineer and tell them they need to write a blog post and they freeze up instantly. But you tell them, let me see your sent email, they’ve probably written some tremendous blog post answers to very technical questions. They just don’t think of that as content. But then, to our first point, I mean that’s content too.

John Jantsch: Where do you send people who … Okay, one of the things I think is that writing has changed dramatically, particularly writing in marketing has changed dramatically. What are some of your favorite resources for where people could learn how to be a better writer?

Rachel Parker: Oh, there are so many sources out there. One of my favorites is Pro Blogger, Darren Rowse’s site. I always read their stuff. They have some tremendous ideas about being, becoming a better blogger, becoming a better content creator. Of course, Content Marketing Institute is another wonderful resource. HubSpot creates some wonderful content. They do a lot of … Oh my gosh, they have a huge team. They are constantly doing webinars and publishing ebooks to help you become a better writer, a better strategist, whatever it is you need. So those would be the three that I would recommend to start with.

John Jantsch: So when it comes to somebody trying to make decisions about, gosh, what should my priorities be when it comes to content, are there a couple pieces or forms of content that you think every, for the most part, every business needs?

Rachel Parker: Absolutely. And I would preface that John, by saying the worst thing you could do is to try to do everything. And then you start off and you’re doing everything under the sun, and then four weeks later you’re totally burned out and you throw your hands in the air and say, “I can’t do this anymore.”

Rachel Parker: I think to start with the big three, which would be a blog, email content, and social media. I think those are … That’s a good package to start with. And if you can only start with one, I would say it’s between email and blogging would be a place to focus your efforts. Email, email doesn’t get a whole lot of attention these days, but it’s still an incredibly powerful communication method because if someone’s giving you their email address, they’re basically saying you can come into the equivalent of my online house and talk to me. And that’s incredibly powerful.

Rachel Parker: Of course, you need the blog to attract search traffic. And then, as I like to quote Jay Baer, he said, “Content is the fire and social media is the gasoline.” Social media is going to give you a bigger platform for talking about these pieces of content. I would start with those three. And then later on, if you want to add video, podcasting, if you want to get fancier, you have that opportunity.

John Jantsch: I’m talking with Rachel Parker. We’re talking about The Content Marketing Coach, the book called The Content Marketing Coach. You do have a few resources at contentmarketingcoachbook.com. Tell us a little bit about Resonance. What do you do over there at Resonance?

Rachel Parker: At Resonance, we are a full service content marketing agency. Companies come to us who believe in content marketing. They know they need it. They just don’t have the internal resources to be able to do it, to be able to do it consistently and at the level of quality that they need. This is something that we find a lot of teams struggle with because they may have an ace marketing team, but they couldn’t keep it up if a product launch were to come along, or if something were to come along and they just totally soaked the rest of the team.

Rachel Parker: And then some companies come to us and say, “Hey, we have a great team in place. We just need help with a strategy.” So with those folks, we would get into a coaching program where we would help them put together a strategy, coach their teams to make sure that they are ready to hit the ground running. So those are the two ways that we help our customers.

John Jantsch: Rachel, thanks so much for joining us. Look forward to The Content Marketing Coach book being out there in the world, and hope to bump into you someday out on the road.

Rachel Parker: My pleasure, John. Hope to see you soon.

Transcript of Learning to Speak Like a Pro

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John Jantsch: This episode of The Duct Tape Marketing Podcast is brought to you by Klaviyo. Klaviyo is a platform that helps growth-focused eCommerce brands drive more sales with super-targeted, highly relevant email, Facebook and Instagram marketing.

John Jantsch: Hello, and welcome to another episode of The Duct Tape Marketing Podcast. This is John Jantsch, and my guest today is Grant Baldwin. He is a speaker, author, blogger, podcaster, and founder of The Speaker Lab Podcast and Speaker Lab Summit, and so guess what we’re going to talk about today? We’re going to talk about speaking and how to get into speaking, how to become a great speaker, and how to get paid to speak. Grant, thanks for joining us.

Grant Baldwin: It is an honor and delight to hang out with you, John.

John Jantsch: I’d love to hear a little of your backstory. Anybody who is a paid speaker and now a trainer of paid speaker, what was your path to speaking?

Grant Baldwin: That’s a great question. In high school I was really involved in my local church and my youth pastor had a really big impact in my life and so for a while I was kind of like, “I want to do that.” That seemed like a really cool gig and he was doing some speaking and I felt like speaking was one of those things that I had done a little bit of like in high school and felt like I was decent at it. It was never one of those things that I thought of a like a career type of thing. I think for most speakers, we never really even knew it was an option. It was never on the career menu so to speak.

Grant Baldwin: After high school, I went to Bible college and then worked at a local church for a little while as a youth pastor, and so in that context I was doing a decent amount of speaking. I was speaking to the youth group on a weekly basis and then from time to time I would get to speak in big church on the weekends. I think it was really there where I felt like, “Okay, I think I’m decent at this. I feel like this is something that I could do.” In fact, in college, I actually worked for a guy who was a full-time speaker and kind of got to see kind of the back end of the business. He was traveling all over the place and speaking and I was kind of helping with like the travel and the logistics and the contracts and just kind of, again, the back end side of it. I got to see a little bit of like, “Okay, this is actually a thing. There’s a career path there.”

Grant Baldwin: After we left the church that I was at, I met a couple of guys who were full-time speakers and just sort of learning about the business and so I started kind of going down that path. I started just doing things that allowed us to… just kind of speaking locally for free or beginning to reach out to potential decision-makers and clients and would book one thing and try to leverage it into something else. It took me about a year and a half to go from zero gigs on the calendar to being able to do it on a full-time basis. To fast forward, I’ve been doing it full time for about the past eight years or so, speaking a lot in the education market, doing a lot with high school and college students.

Grant Baldwin: Today, we do a little bit more with entrepreneurs and corporations, but really, really enjoy speaking. Speaking is an absolute blast. There’s a lot of ways that speaking can be used for entrepreneurs and their business, which you could do it on a full-time basis, but you could also…. John, you and I, we both have friends who they don’t want to speak full time. They want to do five, 10 things a year, and by all means there’s absolutely opportunities for people to do that.

Grant Baldwin: I got to a point a couple of years ago where I was speaking… I think I did about 69 events or so, and it got to a point where part of the challenge with speaking is it just doesn’t scale very well, meaning that you are one person, in one place, at one time, speaking to one audience, and while that’s great and there’s nothing that can compare to like that 45 minutes or one hour on stage, the nature of speaking means that you have to leave your family. You have to go somewhere. It’s dependent on you being someplace.

Grant Baldwin: I remember early on having a buddy tell me like, “Speaking is a very high-paying manual labor job”, meaning that we get paid way too well to travel and stand on stages and run our mouths, but again, the nature of it is you have to… it’s a manual labor job. You have to do something in order to earn that check, and so I wanted to do something that was… I still wanted to speak, but just wanted to create more of a business that was less dependent on me.

Grant Baldwin: We started The Speaker Lab, which you mentioned, and so now we do a lot with training speakers and helping speakers on the business side. There’s a lot of people out there that teach on kind of the performance side so to speak of how you create and deliver a good talk, and that’s something that we teach a little bit on, but a lot of what we try to teach on is the behind the scenes like, how do you actually build a business of a speaker? How do you find bookings? How do you know how much to charge? What do you speak about? How do you connect with decision-makers? That’s a lot of what we do today.

John Jantsch: Well, and one of the things I want to emphasize, because we are going to talk about the business of speaking for somebody who really wants to be paid and maybe have that be their primary source of revenue, but I think there are so many reasons to look at yourself as a speaker, get better at speaking because I think it makes you a better salesperson, it makes you more confident in everything that you’re doing.

John Jantsch: For me, I speak at an amount that people would consider as a full-time job, but I do it just as much because we sell books and we sell courses and we recruit people to our consulting network. In fact, when I first started speaking, it was the greatest way to get clients. I would go speak to a group of willing participants, show them how smart I was for 45 minutes, and inevitably two or three would come up and say, “Hey, we want to hire you.” There is so many reasons to get good at this and look at this as a legitimate channel, even just for lead generation.

Grant Baldwin: I would totally agree with that. In fact, one of the students that we work with, he was telling me recently in the past 12 months he had earned $372,000 from speaking for free. I was like, “Whoa, whoa, whoa. How does that even work?” He said he speaks for free as lead generation for his coaching business, and so sometimes there’s kind of this misconception with speaking that, “Well, if you aren’t getting paid you’re not a real speaker, you’re not a professional speaker”, and that’s not true at all. Like you said, John, you can use speaking to generate revenue in a lot of different ways, whether that’s through selling books, or curriculum, or training, or coaching, or consulting.

Grant Baldwin: I know for me personally, and I’m sure you’ve experienced the same, where I’ve had a few events where I’ve actually generated more in back of the room sales than I had from my actual speaking fee. There’s a lot of ways that you could use speaking to build your business beyond just the “You went, you collected a check, and you went home.” Again, that’s great. That’s one way to generate revenue and to build your business, but there’s a lot of ways that you can use speaking to market other parts of your business as well.

John Jantsch: I actually look at it as a channel, just like I might PR our advertising, quite frankly. Let’s get into some nuts and bolts. I’m out there. Maybe I have a company. Maybe I want to be a speaker, so we’ll keep it a little bit generic. How do you figure out who to talk to?

Grant Baldwin: I think there’s three key questions that I always challenge speakers to answer, people that are interested in getting started in the speaking world. First of all, number one, would just be, why? Why is it that you want to speak? Kind of in a related vein there would be, how do you see speaking fitting into your business? Speaking is one of those things that for a lot of people it’s kind of like, “Well, I did it. I spoke at a local Rotary Club”, or, “I spoke at a conference for a friend and just did a little workshop and it was really fun and I just want to do more of that.” That’s great, like it is absolutely fun, but being really, really clear about why you want to do this and what the win is for you.

Grant Baldwin: Like we were kind of talking about there, John, do you want to speak in order to sell more books? Do you want to speak in order to travel? Do you want to speak to find more clients? Why is it that you want to do it because why you want to speak will kind of help dictate and determine the context of the types of events that you should be speaking at. If you want to sell books, for example, there’s going to be some environments and contexts where it’s a heck of a lot easier to sell books through speaking versus others. Understanding that “why” ahead of time really makes it easier on the marketing piece later.

Grant Baldwin: Once you understand the “why” piece, the other two questions would be, what do you speak about? Who do you speak to? These are super basic marketing questions, but again, a lot of times speakers, we just don’t think those things through. Again, it’s just kind of, “I like speaking. Speaking is fun, so who do I speak to? I’ll speak to humans. I want to talk to people. Anybody that will listen.” “What do you speak about?” “I don’t know. What do you want me to speak about?” You cannot build a business that way.

Grant Baldwin: I think about it like a book. John, you’ve written several books and so if you had a book that was being published… I know you’ve got a new book out and people were to ask you, “Where on the shelves of Barnes & Noble would your book go?” Well, if you were to reply like, “Well, it could go anywhere, like any section, and it’s for everybody”, well, it’s really for nobody, so you have to be super, super clear of, “This is who I speak to and this is what I talk about.” Once you’re clear on why you speak, what you speak about, and who you speak to, well, then it’s a heck of a lot easier to find potential opportunities and events and engagements versus trying to just stick your stake in the ground and saying like, “I speak to humans about everything”, because in reality you cannot find speaking gigs that way.

John Jantsch: Totally, totally right on, dead on, but I’ll throw in the caveat that I tell a lot of speakers, if you’re just getting started, go speak to wherever two people will have you because you got to get practice. That’s where you’ll find what works, what doesn’t work. Don’t get so hung up on that, “If my leads aren’t in this room I’m not going to speak there”, until you can get to the point where you can do that I think.

Grant Baldwin: Totally, totally, and I think like a way to kind of frame that is from a marketing perspective, I tell a lot of speakers, “If I were to go to your site and I’m considering hiring you as a speaker and it feels like it’s for everybody and nobody, I’m probably not going to be interested in you.” I remember early on, because I was speaking a lot in the high school and college market, that’s really what I kind of based my marketing materials around.

Grant Baldwin: Now, if that meant that I spoke at an event and someone saw me speak and they’re like, “Hey, do you also speak to corporations or associations or this totally different demographic?” It wouldn’t be like, “Well, no, no, no. I’m sorry, I can’t do that.” Well, if something came up, and again, if it was an opportunity for an at-bat and an opportunity to speak, then by all means. if I felt comfortable doing it. I think that’s a key, too.

Grant Baldwin: You don’t want to put yourself in a position where it’s like, “Oh, man, I’m talking to an audience that I am way over my head or talking about a subject that I literally know nothing about.” If it’s in the vein of, “Yeah, yeah, I could do this and I could do a solid job”, then by all means do that, but kind of in the upfront marketing communication you don’t want to be the person that’s like, “I can speak about anything to anybody.”

John Jantsch: I want to remind you that this episode is brought to you by Klaviyo. Klaviyo helps you build meaningful customer relationships by listening and understanding cues from your customers, and this allows you to easily turn that information into valuable marketing messages. There’s powerful segmentation, email autoresponders that are ready to go, great reporting. You’re going to learn a little bit about the secret to building customer relationships. They’ve got a really fun series called Klaviyo’s Beyond Black Friday. It’s a docuseries, a lot of fun, quick lessons. Just head on over to klaviyo.com/BeyondBF, Beyond Black Friday.

John Jantsch: Once you’re out there and you’re starting to do it and you decide, “Hey, this could pay off. I could either get paid for this or maybe I am getting paid for this or I can get business out of it.” What are some of your resources… we could spend hours talking about this, but essentially, how should somebody go about getting better at it?

Grant Baldwin: Well, I think one of the best ways to get better as a speaker is you actually speak. This is the same thing that’s true with anything. You want to become better as a writer, you have to actually write. I’ve got three daughters, and so if I was teaching one of my girls how to ride a bike, we could watch TED Talks about riding a bike. We could read articles about riding a bike, but the way they actually learn to ride the bike is you have to get on the bike. The same thing is true with speaking, and so the more opportunities you speak, the better you become. I know the more comfortable you feel, you figure out what works and what doesn’t work.

Grant Baldwin: One of the kind of misconceptions with speaking is that professional speakers, they can talk about anything, they just make it up on the fly, they shoot from the hip, and the reality is is, John, we both know that they’ve got like one or two talks that they do and that’s it, but those talks are extremely, extremely polished. They are really, really dialed in. They have given those talks hundreds of times and told those stories hundreds of times so that they’re really, really focused and tight and it’s not something that they’re just kind of making up. Whenever you speak, you get some of that real-world feedback immediately from audiences. You start to figure out, “You know what? This part of the story worked really, really well and this part didn’t, and so I can tweak that and modify that.”

Grant Baldwin: Whenever you’re kind of staring at a blank screen and creating a talk, it’s all an educated guess until you get in front of an audience, and then you actually figure out what works and what doesn’t. I would start by trying to find some of those local events or trying to see what you could do for free, and even if it’s something like speaking at like a Rotary Club or a chamber of commerce or even a Toastmaster, just something where I’m getting some practice, I’m getting some at-bats that gives me the opportunity just to speak. Again, the more often you speak the better you become.

Grant Baldwin: I think today at this point, I’m a pretty decent speaker, not because I have some special gift that nobody else has, it’s because I’ve given hundreds and hundreds and hundreds of presentations. Over time, you get a better feel of what works and what doesn’t. You just start to feel more comfortable, and again, it’s true with anything. The more you can speak, even just for free, I think the more comfortable and the better you become.

John Jantsch: I think that “comfort” word is a big one because you see a lot of speakers when they’re first getting started, I certainly was this way, they’re very nervous and they’re thinking about what they’re going to say and whether or not the slide is going to work. That all gets in the way of you just being you, and so the more practice, the more comfortable you get. It’s such a huge deal.

John Jantsch: Let’s go to some practical things, too. Now, I’m starting to get some business around this. I’m starting to get known and people like my talks when I give them. They get highly reviewed. How do I go out and, as a professional, start getting that 2, 3, 4, $5,000 kind of paid gig? What are some of the tools out there for me to promote myself?

Grant Baldwin: There’s several different things that you can do to actually start picking up some business and starting to kind of generate that flywheel so to speak. Again, kind of going back to those three questions of why you speak, who you speak to, what you speak about, when you’re really clear, especially on the “who” question… Let’s say, for example, you wanted to speak primarily to accountants. Kind of a bonus fourth question would then be, where do those people gather? There’s a lot of existing events, associations, conferences, groups, clubs that gather on a regular basis that are looking for speakers. This is a really key point here, that it is much simpler to get your foot in the door with organizations and groups that are already looking for speakers versus trying to convince some organization that’s never hired a speaker that they need to hire one.

Grant Baldwin: It’s kind of like if someone… We’re recording this right now in the fall and it’s a beautiful day. I’m home here in Nashville, and so if someone came to my door right now and said, “Hey, would you like me to shovel your driveway?” I don’t have a need for that. You’re asking me for something that I just do not need versus someone that comes in January and it’s dumping snow. You’re providing a solution to a need that I have.

Grant Baldwin: If you wanted to speak primarily to accountants, one of the simplest things you could do is honestly just start with Google and start kind of just browsing around to figure out… looking up phrases like “accountants conference”, “accountants association”, “accountants conventions”, “accountant event”. I would look this up by state or region or province or territory as well. The reason being that is if you will look up like “accountants association” right now, you would probably find like some of the bigger national conferences, and oftentimes those bigger associations and groups are going to be bringing in bigger national speakers.

Grant Baldwin: When you start looking up… if you just looked up let’s say the Missouri Association of Accountants, they may not be able to afford some bigwig big name speaker with a $20,000 speaking fee. What they’re looking for is they’ve got, like you said, John, a 3, 4, $5,000 budget, and so they’re looking for a quality speaker but they can’t afford the $20,000 speaker. If you are someone who is within… I remember early on, I tried to look for like within a three-hour driving distance of where I was what some potential organizations and groups would be because at that point, again, if you find let’s say some association or conference or group that is bringing speakers in to speak to accountants and you are someone who speaks to accountants, again, you are providing a solution to a need that they have. That’s where I would start is even just using Google.

Grant Baldwin: Now, from there, there’s a lot of things that you can do in terms of finding repeat business, of building referrals from existing clients, of networking with other speakers and finding referrals. This is a big thing that a lot of people don’t think about, is they think speaking is very, very competitive and there’s a lot of speakers out there. The fact of the matter is, John, you and I are both speakers, but there’s no reason why we couldn’t refer business to one another because kind of this misconception is like once you or I go speak at an event, even if we do a phenomenal job, most likely that client will not hire us again for another three or four or five years because typically they have the same audience. The want the audience to turn over a little bit. They just don’t want to bring the same speakers back year after year after year.

Grant Baldwin: If I go do a great job at an event and they ask me, “Hey, we’d love to have you back in five years”, I want to maintain that relationship with that client, so why wouldn’t I go to the client and say. “You know what? I know you’re not going to have me back for a few years, but let me introduce you to my friend John. John would do a phenomenal job at this conference. You really need to talk to John.” There’s a lot of times where I have referred business to other speakers, other speakers have referred business to me because, again, we want to maintain that relationship with that client. If I speak this year and I refer John, and John shows up and he kills it, it makes me look good. I continue to build and solidify that relationship with that client.

Grant Baldwin: Again, there’s a lot of ways kind of long term that you can start to find gigs and book business, but again, I think just the hustle and grind of just digging through the haystack and looking for some of those needles there of groups that are looking for speakers to talk about what it is that you talk about to the associations or the groups that you would typically speak to, just doing that is a great way to get the ball rolling.

John Jantsch: What about agencies? Or I’ve run into a group recently called GigMasters, which is kind of an online tool or community that help folks get gigs. Is that an important step? Or is that really just more… is the agency route more just kind of personal choice?

Grant Baldwin: There’s pros and cons both ways. On the agency and kind of bureau thing, sometimes, again, another misconception here is, “All right, I want to be a speaker, I just need to find a bureau. I just need to find an agency.” It just doesn’t work like that. One of my neighbors here in Nashville is the President of Premiere Speakers Bureau, and he said it a great way. He said that, “Bureaus don’t create demand, they manage demand.” They don’t create demand, they manage demand, meaning if you can’t book yourself, why would a bureau be interested in you?

Grant Baldwin: Now, if you’re at a point where, “Man, I’m booking a lot of stuff and things are really going and hopping”, then that’s the point where most bureaus and agencies might be more interested in you. Again, if you’re someone that is like, “I’ve never booked anything on my own, I can’t get anybody to hire me, I’ll just find a bureau”, well, if you can’t sell yourself, what makes you think you think a bureau or an agency would be interested in you? Now, when you go to some of those third-party sites of, like you said, the GigMasters of the world, you may be able to find some opportunities there.

Grant Baldwin: It’s also going to be… it can be a bit of a meat market where you just have a ton of people… you may just hundreds and hundreds of speakers trying to pounce on a handful of opportunities there. You got to kind of sift through that, and so again, rather than, “I’m just going to wait for some of the right job listings so to speak to post on some of these sites”, I would rather be more proactive and going and trying to find some of those types of gigs. Again, sometimes speakers think, “Well, I put on my website that I’m a speaker”, or, “I posted a YouTube video and now I just sit back and wait for the phone to ring.” You cannot build a business that way. You have to be more proactive in going out and finding business.

John Jantsch: I tell you another thing that a lot of people don’t do that was… I’d tell you how I found all of my first, especially when I was speaking for leads, I would go to some of these conferences that were close by and go to the luncheon at the Remodeling Contractors of Kansas City were holding, go as a guest. That’s how you meet the program person because they’re there. They might not return a phone call or an email, but while they’re there and in the environment and somebody introduces you to them, then all of a sudden you are in the context of them trying to hire. It’s a great way, too.

Grant Baldwin: Well, yeah, and you bring up a great point there that one of the important things about the speaking business, and I think just business in general, is this is a relationship business. People do business with people they know, like, and trust. There are times I’ve done the exact same thing, John, where I may go speak and do like a free workshop because it’s something that’s within a couple of hours drive just to get my foot in the door. Just to like meet that client because you can exchange emails or phone calls, but when you meet someone in person, it just changes the dynamic of the relationship.

Grant Baldwin: John, you and I, we had exchanged a couple of emails I think and then we had met in person at a conference this past fall in the Portland area and it just changes the dynamic. When you meet someone in person, we were just talking beforehand of we’re both going to be at the same event in a few weeks, and it just changes that relationship when you’re able to meet, both speakers and potential clients there.

John Jantsch: Tell me a little bit about… obviously we’ve got people listening. If they’ve listened this long, they’re interested in speaking. Tell me a little bit about the training and the workshops and the courses that you offer at Speaker Lab.

Grant Baldwin: We’ve just kind of scratched the surface of some different things that are important for getting started, and again, for people on all different phases of the business of where they’re at. We do have that website that you mentioned, thespeakerlab.com, the speakerlab.com. We’ve got a podcast over there with over a hundred episodes that people can check out, all types of topics and interviews and those type of things, but then also we have a free email course people might be interested in checking out. It’s a nine-email course, just walking through, again, how to find and book speaking engagements. If people are interested in that, they can find that over at thespeakerlab.com, and right on the home page there they’ll give you a link to register for that.

John Jantsch: Awesome. Grant, great catching up with you here, and as you mentioned, we’ll see you in real life out there on the road.

Grant Baldwin: Looking forward to it. Thanks, John.

Transcript of How to Win Your Clients in Bulk

Transcript of How to Win Your Clients in Bulk written by John Jantsch read more at Duct Tape Marketing

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Klaviyo logoJohn Jantsch: This episode of the Duct Tape Marketing podcast is brought to you by Klaviyo. Klaviyo is a platform that helps growth-focused e-commerce brands drive more sales was super targeted, highly relevant email, Facebook, and Instagram marketing.

This is John Jantsch, and my guest today is Jeanna Pool. She’s an Author and Speaker, and she’s created a course and a coaching program called Clients In Bulk that we’re going to talk a little bit about today. Jeanna, thanks for joining me.

Jeanna Pool: Thank you, John. It’s great to be here.

John Jantsch: For the last, I don’t know, decade, we marketers have been talking about, first it was internet marketing, and then now we call it digital marketing. Everybody who has figured out how to run Facebook ads is now a digital marketing expert, and teaching other people how to do that. One of the things that really intrigued me of course about your current work is that you are actually suggesting that people get all their clients offline. How is that possible?

Jeanna Pool: Yeah, crazy huh? Especially when I own an online marketing agency. Yeah. Yeah, John, I built my entire agency. I’ve been in business going on about 17 years, and I built my entire business completely offline, even though all my clients, we do online marketing. What I really preach, and teach, and practice myself is, man, let’s be honest. Online marketing is competitive. It’s uber, uber competitive. As we continue down this path of, just like you said, everybody does Facebook ads, everybody’s an internet marketer, everybody’s a digital marketer. The competition is getting bigger and bigger, and harder and harder. That’s why I really, really love offline, because there’s not many businesses doing it. You can really signup clients very fast, and much less work, and much cheaper offline than you can with a lot of this online stuff.

John Jantsch: Well, and there are a lot of industries, niches we might call them, that they really get a lot of their information still offline as well. I mean, there are definitely the people that live online, but there are maybe older school, more traditional brick and mortar businesses that they’re not really looking, or they’re not going to necessarily find somebody online are they?

Jeanna Pool: Well that’s true, certainly. Every single niche, and I’m from Texas so I niche instead of niche, but every single niche out there has an association, or a trade show, or a conference, or an industry type of publication, or group. Certainly, that’s a tribe. That’s where the niche, and the people in the niche gather, and look for information. Yeah, I mean let me be very clear. Online marketing works, it absolutely does. I’m not saying that. But what I’m saying is, if businesses today are not incorporating offline in addition to all the online things, they’re truly missing out, John. Again, the competition is so, so much smaller than online.

John Jantsch: Yeah, and I’m glad you made that point because that’s one of the things I’ve been saying, and have continued to say. I mean, I started my business before we had any online things. I had to help people learn the offline ways to build their business, and as the online things came along, I think a lot of people just accepted, or believed I should say, that, “Oh, we got … that’s marketing now.” As opposed to, “Hey, what if we thought about integrating these things? What if we thought about how having a Facebook presence could help you meet people in your community?” I think the people, the marketers that I think really get it, and that’s why it’s so easy for me to kind of take aim at the pure online marketers is that, I think the marketers that really get it understand that you get the most success by integrating offline and online. I’ve been saying that for a dozen years now.

Jeanna Pool: Yeah, absolutely. John, you know, if we look at what the highest converting sales method on the planet is, I mean you know the answer to that. It’s face to face selling, and it always has been, and it always will be. That’s why I love incorporating offline marketing, because you can sell, and build the know, like, and trust factor so much faster face … excuse me, face to face offline, having a conversation with a real person in the real world, than you can online.

Jeanna Pool: I mean, certainly it can happen online, and it does happen. But, it’s just so much richer, and faster, and more effective when you have real conversations in the real world with people.

John Jantsch: Yeah. I have a model for the customer journey I call The Marketing Hourglass. My stages are actually know, like, trust, try, buy, repeat, and refer. Kind of the whole idea behind those, is that you move people, your marketing is to sort of move or guide people through those stages. I built my entire practice years ago by speaking. I called it speaking for leads.

Jeanna Pool: Yep, mm-hmm (affirmative).

John Jantsch: The reason I found it so effective, and that obviously I want you to talk about because that’s what you’ve been preaching and teaching as well is that, somebody could come to know you there. They like what you’re talking about, after 40 minutes they trust that you have the answers, and maybe you give them some way to try what it might be like working with you, or buy from you. I mean, you move people very rapidly through all of those stages, which it’s very difficult to do in a series of emails, or landing pages.

Jeanna Pool: Correct, yeah, absolutely. There is such a form of authority about being onstage, whether it’s front of 100 people, or five people, it doesn’t matter. When you’re on stage, when you’re the one teaching, when you’re the one presenting, you are the expert, you are the authority. It really, John, it shortens the sales cycle because, you’re essentially selling without selling. You’re sharing your knowledge and expertise, people are falling in love with what you’re talking about. They’re getting, just like you said, to know, like, and trust you so much faster. If you happen to make a pitch onstage, it’s just a natural type of a sales process of, “Hey, you want some help? You want me to help you, and you want to work together on this?” It just makes selling so much easier because you’ve got that authority, and that know, like, and trust factor.

John Jantsch: The offline in person, and I’ll kind of short circuit persons learning here. Your clients in Bulk Program, you talk about trade shows, and small seminars, and networking events. They’re all, the thing you have in common is you’re going to be face to face with folks. Let’s talk about this idea of small seminars, because I’ve always loved that one. How do you go about, what are some of your kind of favorite ways to go about using that as a sales technique?

Jeanna Pool: Yeah, so that, just like you mentioned, that is one of the three keys in the Clients In Bulk Program. Here’s the thing, when somebody hears small seminar, a lot of times, John, they think, “Oh my gosh, I have to get 100 people in the room.” Not at all. “Or, 50 people in the room.” No, not at all. I’m talking about really small seminars, so I’m talking like three people, five people, eight people in the room, and I really am a proponent of niching your services, and niching what you’re going after.

Jeanna Pool: Maybe you get three real estate agents in the room, and you do a half day seminar, so maybe three or four hours. Again, you teach your knowledge and expertise. Let’s say, we mentioned Facebook ads, and everybody doing Facebook ads now. Let’s say that you have a Facebook ads agency, and your niche is real estate agents. Get three, five, six real estate agents in the room, teach really great info on Facebook ads that’s going to help them. Don’t hold back, don’t be one of those chuckle heads that’s like, “Hey, you want all my secrets? You gotta buy my stuff.” No, no, no. Teach them really great stuff, charge for the small seminar. I definitely say everybody needs to charge for the small seminar and not do it for free. Then, you simply make a very non salesy, simple pitch at the end, and you’re going to signup clients on the spot.

Jeanna Pool: Again, it’s that authority. They have learned great stuff from you. They’ve fallen in love with your knowledge and expertise, and it’s the next step for them to get help, from who? From you, because you’re the one that taught them what they need to know to move forward.

John Jantsch: A lot of people kind of do that, I get that question all the time. “I don’t want to give away all the secrets.” I think the fact of the matter is, there aren’t really that many secrets.

Jeanna Pool: Exactly.

John Jantsch: All they really want to know is that you know what you’re talking about-

Jeanna Pool: Yep.

John Jantsch: … So demonstrate that, I think, is a great way to look at that.

Jeanna Pool: Yeah.

John Jantsch: All right, and I agree with your point about charging a little money. I mean for anything, there’s so many free things today that people have devalued it-

Jeanna Pool: Yep, correct.

John Jantsch: … If nothing else, it just becomes sort of a qualifier, if you will, that somebody’s … if they’ll invest $47, $497, whatever the price is, then they probably are looking for a $5,000 solution.

Jeanna Pool: Correct, correct. If they can’t invest that, that is totally okay. They’re not a qualified person for you, so it’s totally fine. That’s why, yeah, free seminars, free talks, that kind of thing. Those are good, like you mentioned, John, for getting leads. But, that makes it much, much harder to upsell. It’s what I call a bridge too far. If you’re doing, let’s say, a small seminar that’s free, and you’re pitching a 3,000, $5,000 program, that is a very big leap for someone to go from free, to that big of a jump.

Jeanna Pool: When you charge, and you charge appropriately, and then you pitch a package that’s appropriate to the niche because that’s a huge secret, you gotta pitch a package that’s irresistible, that they can say yes on the spot, right then and there, that’s where you signup multiple clients at one time, and clients in bulk.

John Jantsch: Well I work with a lot of Marketing Consultants, and the reality is they are solopreneurs. They’re not looking for 100 clients, they’re looking for maybe six more, you know?

Jeanna Pool: Yep.

John Jantsch: I think a lot of times people lose sight of that fact, that spending time face to face, doing the three people in the room that two of them become clients, is a much better use of your time than trying to generate hundreds and hundreds of subscribers, or whatever method that you’re doing. I think that, that’s the number one thing, is you have to look at what you’re trying to do overall from a goal standpoint.

Jeanna Pool: Yeah, yeah. My big thing, John, is I work once, and signup enough clients to last me a year. I have signed up 26 clients in one single weekend, and I did no other marketing the rest of the year. I’ve signed up 10 clients in a day. I’ve signed up eight clients in a week, and so on and so on. That’s the way that I love to work, because when you go offline, you’re not having to dial 100 times, right? Smiling, and dialing, and cold calling. You’re not having to send out 5,000 cold emails to maybe get one client this month, and then another client two months later, and that kind of thing. To me, that’s really hard.

Jeanna Pool: I would rather do a small seminar, or do a trade show, or do a very specific type of networking event in my local area, signup eight, 10, 12, 15, 20 clients, and be done. Then, all I have to do is fulfill the work, make them gloriously happy with what I do, and then referrals come in.

John Jantsch: Yeah, and then it allows you to focus on them as opposed to having to look up and think, “Hey, I haven’t been doing any marketing for a while.

Jeanna Pool: Exactly.

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John Jantsch: So, I got 10 people in the room and I gave them a great education, and they love it. What’s the secret to getting them to go, “Oh, I want to pay you money now.”

Jeanna Pool: Heck yeah.

John Jantsch: Because, I think a lot of people get the idea of educational content. But, then there’s that, there’s how do you fill that gap between the really kind of schlocky approaches that you see from the stage-

Jeanna Pool: Right.

John Jantsch: … To like maintaining your integrity, but still making sure that somebody understands how they can get more value.

Jeanna Pool: Exactly, yeah. Perfect, perfect question. There’s a couple of secrets here. Number one is, go in with the mindset of you’re going to give big value. What I mean by that is, guys, teach your knowledge and expertise so truly if the person leaves and they don’t buy what you’re selling, they can still get success from what you have taught them. That keeps you from being a chuckle head, and I promise you when they get stuck, and they will because this is not their expertise, they are going to come back to you at some point when and if they need help. That’s number one.

Jeanna Pool: Number two is, you have to make an irresistible offer. John, in Clients In Bulk and in my course, I spend a ton of time on what I call irresistible offers, because a lot of people think, “Okay, I’m going to pitch my services. Yeah, it’s irresistible. Oh but wait, I didn’t sign up anybody.” Well, truly your offer has to be so irresistible that it is absolutely a no brainer for somebody to sign up. They have to think, “I would be crazy to pass this up.” It has to be deadline driven so they leave, they miss out. Maybe it’s a special price, maybe it’s some special things that you don’t offer at any other time. Have some bonuses in there that again, make it irresistible. It also has to be a special fee that’s nowhere else available right now.

Jeanna Pool: A lot of people are like, “Oh, Jeanna. I don’t want to discount my services,” and all that kind of stuff. I get that, but the thing to move the needle, and the thing to make people say yes right then and there is, everybody loves a deal, okay? If you can make an irresistible offer with bonuses, and special things thrown in, and a special fee, or special payments, or things like this. John, that makes people say, “You know what? I want this, I want this right now. It’s a no brainer, I get it, yes. Sign me up.” I’m telling you, 26 clients at one time, 16 clients at one time. This is how I sign all these clients in bulk, is these irresistible offers.

John Jantsch: Now, does this approach require you to have a $3,000 package or something? I mean, I’m thinking about-

Jeanna Pool: Absolutely not.

John Jantsch: … Because I’m thinking about the Marketing Consultant whose kind of like, “Well, we have to see what you need, and then we’ll figure out what it’s going to cost.” I mean, how do you deal with that kind of … Because again, there are a lot of people out there selling courses, and packages, and things-

Jeanna Pool: Mm-hmm (affirmative).

John Jantsch: … But, there are certainly a lot of people that aren’t.

Jeanna Pool: Yeah, yeah. That’s a great question, and John, I’m glad you brought this up because I see a huge mistake that a lot of Marketing Consultants, and a lot of agencies make. That is, they only want to sign and sell these big packages, so these 6,000, 10,000, $20,000 packages. There’s nothing wrong with that, but the time that it will take to close someone into that is longer. You have to do a proposal, you have to do a evaluation, and an audit of what they need, you have to go back and forth with contracts, and, “Oop, add this, remove that.” Right?

Jeanna Pool: I recommend, and I teach my students start with a package to where one client, patient or customer in the niche that you’re talking to, pays for the entire thing. If you’re talking to a room of massage therapists let’s say, and let’s pretend that a massage therapist is going to make $1,000 from a client in a year, sell $1,000 package because one new client will pay for it for a year. That’s irresistible. Then guys, you can always upsell them, right? You can always throw jet fuel on it, and make it a bigger package. But, the big mistake I see, John, is people try to sell these ginormous packages. That doesn’t work as well. Start a little smaller, you know?

Jeanna Pool: I have students that sell $500 packages, $1,000 packages, and they’re selling like 18 people in the room, just like clockwork. Be careful about just saying, “Okay, my package is 3,000 bucks.” Again, the key is that if one client, patient or customer can pay for the package that you’re pitching, that’s a no brainer. Why wouldn’t I do that? I get one, and I’ve paid for it. I’m ROI positive.

John Jantsch: You mentioned trade shows [inaudible 00:18:25].

Jeanna Pool: Yes.

John Jantsch: Now, I’m immediately thinking, “That sounds expensive. I’ve gotta have a booth, and there’s a fee to get in.” I mean, so how do you make those pay in the same ways? I mean, the seminar’s great. You can sometimes do those for nothing.

Jeanna Pool: Yep.

John Jantsch: But, the trade show, you might have to put some skin in the game. How do you make that pay?

Jeanna Pool: You really want to look for niche specific trade shows. A big mistake that people mistake is they go to kind of general trade shows, okay? There’s many of them in our industry, John, marketing. I won’t mention them, but you guys know of these big ones, right? Those are expensive, and what you want to do is you want to look at more niche specific.

Jeanna Pool: Another thing is, don’t be afraid to go in your searching, to page five, or 10, or 15 on Google because you’re going to find really wonderful trade shows that are very affordable, that they don’t know how to market themselves, right? If you just do a Google search and you come up with page one or page two and you’re like, “Holy cow, these are $5,000” or whatever. Keep digging, because I’ll tell you, I have some found very affordable trade shows looking five, six, eight, 10 pages deep because marketing’s not their thing. They’re just a niche specific industry, they’re having a trade show, there’s going to be two or 300 people there. The intent is great, because it’s all about business building, and you can find some really, really good bargains.

Jeanna Pool: Another thing too that a lot of people don’t realize is, everything … let me say it this way, almost everything in a trade show, is negotiable. Don’t be afraid to ask for some negotiation room of, “Hey, can we tweak this if we remove this? What does that do to the fee if I add this?” And so on, don’t be afraid to negotiate. Now, they may say no, but I have definitely been able to negotiate some things, different fees, different packages, different bonuses, with the trade show host, if you will. You just have to be aware of it, and you just have to be not afraid to ask.

John Jantsch: When I first started speaking, and again I was willing to speak for free because I was just trying to get in front of audiences, and build some credibility, and frankly nobody was doing it then, you know? That was 25, 30 years ago.

Jeanna Pool: Sure.

John Jantsch: I would, even though I wasn’t charging a fee, I would tell people my fee was $2,500 because then I had something to negotiate with.

Jeanna Pool: Yes.

John Jantsch: Even if it was, “I want the list of attendees at the end of this,” or something, that’s … I was willing to trade my fee even though I really wasn’t charging a fee. I’d tell people that all the time. I’ll tell you the other thing I tell people is, put it on your website. You don’t have to be somebody who wants to be a professional speaker for your career, but act like one. Build out, get a video of yourself, put it on … You know, “Here are my topics, here’s what so and so said about my speaking,” because even if you’re doing your own kind of private seminars, it gives you a lot more credibility. Because today, we go check that person out, you know? If I’m going to go sit in the room with this person whose going to talk to me for half a day, let me go find a little bit about them. Have that on your website.

Jeanna Pool: Yeah. Let me just say too, John. When you find the right trade show, let me give you an example. One of my students, they wanted to break into a brand new niche. They own a marketing agency, they were kind of burned out a little bit on the niche they were working with, and they wanted to try a new niche. They went to a trade show in Tupelo Mississippi and you’re thinking, “Oh my goodness, really? That’s kind of a strange place to have a trade show.” But, they broke into a new niche, they got seven clients and in one single week, made over $43,000 just by looking at kind of some different angles. Not a Las Vegas trade show, right? But a smaller event, in a smaller town, and they just blew it up, right? That completely changed their business, built the credibility. Now, they’re known in that particular niche overnight.

John Jantsch: Jeanna, tell us where people can find out about your course, so if somebody’s listening thinking, “Okay, I want to go deeper here.” Because I know you have not only the training, but you have templates, and PowerPoints, and all kinds of stuff that people can start using right away. Tell us about where people can find out about that.

Jeanna Pool: Yeah. The easiest thing is to visit ClientsInBulk.com. Just like it sounds, Clients In, I-N, Bulk, B-U-L-K, dot com. Yeah, there’s a free webinar, and on that webinar I tell everybody and teach everybody how I signed those 26 clients in 48 hours, and then yes, the course covers the three keys that we talked about. So, niche specific trade shows, doing your own small seminars, and a very specific type of local, low cost networking. Yeah, there’s over $10,000 worth of done for you templates, so booth templates, and fliers, and marketing materials, and all the things that you’ll need for your both. Slides for your pitch and your offer, and your … I even have presentations. If you’re like, “Hey, I want to do a small seminar, but what do I talk about?” There you go.

John Jantsch: Awesome. Well Jeanna, thanks for stopping by the show. I know you’re out there in Colorado where I end up quite a bit, so maybe I’ll run into you out there on the road sometime soon.

Jeanna Pool: Fantastic, John. Thank you so much, and I wish all of your listeners outrageous success. Thank you so much.

Transcript of How to Make Your Brand Unskippable

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Transcript

John Jantsch: This episode of the Duct Tape Marketing podcast is brought to you by SEMrush. It is our go-to SEO tool for doing audits, for tracking position and ranking, for really getting ideas on how to get more organic traffic for our clients, competitive intelligence, backlinks and things like that. All the important SEO tools that you need for pay traffic, social media, PR and of course, SEO. Check it out at semrush.com/partner/ducttapemarketing. We’ll have that in the show notes.

John Jantsch: Hello, and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch, and my guest today is Jim Kukral. He is an expert in online marketing and branding, also an author of a book we’re going to talk about today. He’s written a few others as well, but we’re going to focus on Your Journey to Becoming Unskippable. So Jim, thanks for joining me.

Jim Kukral: It’s great to be here on your awesome podcast.

John Jantsch: So let’s define the word unskippable. What are you trying to say there?

Jim Kukral: Well when I came up with the concept of unskippable, it was really about what it meant to me. And it’s today’s busy business world, and society in general, it’s a mindsets. What are you unskippable to yourself, your family, your friends, your customers, right? And I really kind of make the argument in the book that the world has become skippable. DVR’s allow us to fast-forward through the commercials, and we’re staring at our phones an average of three hours a day. Kids are staring at their phones an average of nine-and-a-half hours a day. And it’s getting harder and harder to break though and get yourself noticed. So when you become unskippable, you do things like purposely attract lifetime customers. You use a different level of thinking of how to make yourself stand out in today’s really complicated and busy world.

John Jantsch: So I’m assuming most people think, and you’ve already mentioned the context of business, but really you spend a lot of time in this talking about how people are skippable. And you’re not just talking about a brand or a product, but that there’s an element to life in general that needs to be applied to this unskippable. So how do we do that?

Jim Kukral: Yeah, so that’s why it’s called Journey to Becoming Unskippable in Your Business, Life, and Career. And when I started writing this book I had just come off a really tumultuous point in my life, I made a huge mistake and I decided to get into local politics. And that I tell the story in the book, but it almost destroyed my marriage, it almost destroyed my businesses, it almost destroyed my finances. And that really caused me to change the way I look at my life, on my businesses, on my relationships with friends and family. And of course, it also helped me learn how people think and how people buy.

Jim Kukral: I mean there’s something about marketing yourself to people, to their face as opposed to just being a faceless brand on the internet. And when I went to thousands of doors in my neighborhood and talked to people about myself and my values and my beliefs, and actually communicated with people face-to-face, I really learned what it took to become unskippable to those people. And I don’t want to ruin the story in the book, but I won my first election. And then what happened after that became extremely difficult, and that’s when it almost ruined everything for me, so that’s really what it’s all about.

John Jantsch: I actually spent the first couple years of my business doing a lot of political work, marketing for political campaigns. And it didn’t take me very long to realize that I didn’t want to be in that world. So I can’t imagine being on the other side being an elected official as well. But the good news is you did not fail, you learned, right?

Jim Kukral: I did learn, and it was a big learning lesson for me, and it really changed my perspective on business and life. And that’s really what this book is, it’s kind of a cross-genre inspirational business book. There’s a ton of business case studies, and marketing studies and things like that in it. But it’s all flown around the concept of what it is to be unskippable in those instances, in marketing and business, but also in your life and your career.

John Jantsch: So I can imagine some people, and we’re going to get into this, so I’m going to give you the chance to defend this position. I can imagine some people thinking, “Okay I become unskippable by figuring out how to get more attention, and maybe by being louder.” And I’m not sure that that’s actually what you’re suggesting is it?

Jim Kukral: No, actually the first book I wrote nine years ago, Attention, was about that concept. But that was nine years ago, the world’s changed a little bit since then, right? So attention, the argument that people make that it’s harder and harder to get attention, in one way that’s true, but that’s really not what this book is about. It’s about trying to get through all the distractions. So I talk about stories about how college kids, did you realize that college students they don’t watch Netflix or television shows or anything. They do it with the closed captioning on. And after you ask why it’s because they say, “I can retain more information” because they’re doing multiple things.

Jim Kukral:  My kids they don’t watch TV, they watch YouTube videos. And when they’re watching the TV show, they’re also watching a YouTube video. And at the same time, they’re chatting with friends on Instagram and Snapchat. And they got one bud in, and it’s frustrating as heck when I’m trying to watch a show with them. But in today’s world, we’re so distracted, more than ever. And it’s not about attention, we don’t have an attention problem. We just have a problem of getting people to pay attention long enough so that when they do like our content, and they do like what we put out there, then they will pay attention and consume it veraciously.

Jim Kukral: And that’s true, it’s like binge watching. So once you find a show that’s validated with social proof and everyone says, “You should watch this.” And once you get into it and watch it, you’ll sit down and watch 10 hours of it straight. So it’s not an attention problem, it’s a problem of trying to create content that people really want to pay attention to.

John Jantsch: It’s funny you mention that demographic of millennials, and another kind of common thing that I’m seeing is if someone does commercials or a commercial entertainment that is really good and really effective, I mean they’ll eat that up as well. They don’t see it as advertising at that point because it’s so engaging.

Jim Kukral: Yeah, it’s absolutely true. I mean creating content, the book’s not a content marketing book. Content marketing still works, traditional benefit based marketing tactics still work. You got your free shipping, and your coupons, and all that stuff, that’s never going to go away. The difference is in today’s skippable world, those things are expected. They expect you to have those things. Now people want something more from you, of course they want great content, and they can spot the ads even the content marketing, get my white paper and get with your email … they realize that’s an ad.

Jim Kukral: I like to say it’s like remember the movie Christmas Story when Ralphie gets his secret decoder ring, and then finds out that the message is, “Drink more Ovaltine.” Even younger generations today, we’ve reached the point where people are like, “Okay I get it, it’s an ad, but I really need more from you as a brand. And I need to understand why you’re going to share same beliefs with me, because I want to support you on that level now. I don’t want to just do business with somebody who has a good free shipping offer,” I guess is the best way to say it.

John Jantsch: So what are some of the key attributes of an unskippable business. And I don’t mean the things they do, I mean how would you know your business is unskippable?

Jim Kukral: Well obviously if you’re attracting lifetime customers, and I like to say purposely attracting lifetime customers, and one of the things I talk about in great depth in the book in part two of the book is belief driven buyers. And Edelman did a study about this last year where they talked about belief driven buyers and 64% of consumers now consider themselves to be belief driven buyers. And a belief driven buyer is somebody who chooses to do business with, or not do business with, based upon a shared belief. And consumers, regular people now they used to trust politicians and governments, they don’t anymore. Their turning to brands who now share their same beliefs.

Jim Kukral: I talk of the story of course about Colin Kaepernick and Nike in there, and how they use Kaepernick to share a common belief with their belief driven buyers. I tell a story in the book about Yeti Coolers, who they got into kind of a scuffle with a national organization, and their belief driven buyers turned on them and started blowing their coolers up with dynamite, and shooting them with high powered rifles. But here’s what’s interesting, the people who used to be their customers who stopped buying from them, the other people who never knew about Yeti started buying their product.

Jim Kukral: So we talk about this polarizing world that we’re living in and how people want to share these beliefs, and I give a ton of case studies and stories about how important it is, because I always say this, would you rather have 1% of the entire market, or 100% of half of it? Because there’s a lot of people right now you’re a struggling business owner and you’re like, I don’t know how I’m going to make payroll this month, I don’t know how we’re going to do this, we’re going to get by over the next six months. Well guess what, sometimes you don’t have to take political stands, but customers want to know what you care about. And they’re choosing to do business with people who share those values with them, and that could be the difference between you making payroll, or that could be the difference between you having the best year ever.

John Jantsch: Yeah. I always tell people, “You don’t have to take a stand, but you have to stand for something.”

Jim Kukral: Exactly.

John Jantsch: And I think that’s the way to look at it. And it’s funny, and I don’t want to go down this rabbit hole because it’s easy to do, but I think a lot of people scratch their head and don’t understand how are people loyal to Trump, how did people vote for him? The people that are on the side that are not favored, I think people fail to realize that he’s not a politician, he’s a brand for those folks. And I think that’s why he gets away with things that other politicians would never get away with. And I think that’s the explanation for it is his fans, or whatever you want to call them, see him as a brand and not as a politician.

Jim Kukral: Well that’s why the entire part two of this book is called Understanding Today’s Consumer and Polarized World. And there’s a great quote in the beginning of that chapter and it says, “You will continue to suffer if you have an emotional reaction to everything that is said to you, true power is sitting back and observing things with logic.” Now the internet isn’t sure who said that, they either say it was Bruce Lee or Warren Buffet. But it’s really a great quote, and it’s kind of a good set up for the whole middle part of this book which is exactly what you said, understanding how people think is what you need to really get through your head. In today’s really tribalized world, once you have an understanding of how your customers think, then you can market to them in a better scenario.

John Jantsch: So and again I’m putting myself in a position of a listener out there because I get these questions all the time when I talk too, but what if I’m in this really boring business? A business nobody talks about, or even wants to talk about, because they don’t want people to know that they’re going to a psychiatrist, or they’re doing x, y, z? I mean how does the boring business make themselves unskippable?

Jim Kukral: I actually talk about that in the book. I did a great interview with our friend Andrew Davis, amazing speaker, amazing business person. And we talked about that, and we talked about an accounting firm. And he brings up the great point, he’s like “The joyful experience that they don’t give me when I turn in my taxes is something that will not make me recommend my firm to somebody else.” So if somebody goes on social media, which happens a million times a day, “Hey who do you use for your accounting or your tax services?” Well there’s two answers you can give.

Jim Kukral: The first one is, “I use x, y, z tax and they’re fine.” Or you could give the other answer, which is, “Oh I use x, y, z tax. They are the best tax company in the world. They come and they pick up my tax information from me at my house. And then when it’s done, they call me and invite me to this breakfast at the place over on 130th Street with those great pancakes and they give me free breakfast, and they hand my tax stuff over.” Those joyful experiences that you create with a customer, even with a boring business.

Jim Kukral: I mean accounting to a lot of people is boring, it’s boring to me, I don’t like doing my taxes and accounting. Even if you’re a plumber, or an accountant or whatever, it’s about creating joyful experiences for your customers. And those are going to be the things that they’re going to talk about, talk about Jay Baer’s Talk Triggers book in there. When people have a joyful experience with you, that’s when they talk about you. Like Jay Baer says with the Cheesecake Factory. There’s so many great examples in the book about those types of things.

John Jantsch: I think some of the biggest blow up crazy businesses over the last decade or so are people that have changed or disrupted what you call a poor experience. I mean getting a taxi and getting in a taxi and going from point A to point B was a terrible experience, people did it because they had to get from point A to point B. Uber completely disrupts that poor experience, and whether you like Uber or not, today I mean that company went from nothing to really, really giant by disrupting a poor experience. So how do we look at our market that way?

Jim Kukral: Yeah, you’re right about the disruption. I mean I tell a lot of stories in the book about disruption from the angle of thinking differently about your business and how you can disrupt something with joyful experiences. And the one basic conclusion I come to is do you know why retail’s dying, a lot of it? It’s because people don’t want to go to the store anymore. They don’t want to get in their car, and they don’t want to be bothered.

Jim Kukral: You know why car dealerships are not going to really be effective in the future? Because nobody wants to go to the car dealership and deal with the car sales person with the clip on tie trying to get a deal from their manager, and three hours there, and signing paperwork. That’s why companies like Carvana.com are exploding, because you go online, find the car you want, get the financing. Then you have it delivered to the vending machine near your home, you drive over and you put your token in, and out pops your car and you drive home.

Jim Kukral: You don’t have to deal with the sales person, you don’t have to deal with all those not enjoyable experiences. Same thing with anything, Warby Parker, getting your glasses sent to your home. You try them on, figure out the one you like, and you send the rest of the ones back. The other one that I really love is Casper, who does mattresses. So you don’t have to go to a store to deal with a pushy mattress sales person anymore. You can go to their dreameries, and there’s no sales people in there trying to sell you anything. They just want you to come and test out the mattress.

Jim Kukral: Then you go back to the website, figure out the mattress you want, order it. They’ll ship it to your house, bring it, put it into your room. You sleep on it for 100 days, and if you don’t like it, all you have to do is literally call them. They’ll come and pick it up, take it back, and give you your money back. It’s not like you have to take it to the post office and put a bunch of stamps on it, I always thought that was a pretty funny mental image. So they’re disrupting this entire model, which is people don’t want to be bothered with leaving their houses anymore. They don’t want to be bothered with all of these things that take time and create so much pain for them.

John Jantsch: Well and unfortunately, or fortunately if you’re a consumer, I mean the more companies that do that and disrupt those industries, the more it just becomes an expectation. That they are actually creating buyer behavior that hey if you’re not, that becomes the minimum bar now. If you’re not doing that, then why would I even consider it? Because once I’ve had that experience, I start wanting it everywhere, don’t I?

Jim Kukral: Well that is what Jeff Bezos has trained us to do. We now expect that we can go online, click a button, and have something delivered to our home. There’s a company called Enjoy Technologies, and basically what they do is if you order an iPhone you can go to the Apple store, you can go to your AT&T center, you can go to Best Buy. But what Enjoy will do is if you order the product, the iPhone online, they’ll actually bring it to your house, have a trained expert bring it into your home. Sit down with you, transfer all your files, set it up for you, and show you how to use it, and it’s all free. So why would you want it any other way?

John Jantsch: Yeah. And so now we start demanding it. So if you’re one of those companies out there that are still doing things the way that they’ve always been done in our industry, I mean I speak at a lot of conferences for sometimes outdated business models that are still hanging on there. But they want to learn how to use the internet, and things that people have been doing. And it’s like hey, you may not think that this is where it’s going, but these other companies, you have to take notice and you have to do it. So at the end of the book you make an offer for people to write a book with you, what’s that all about?

Jim Kukral: Yeah, I really love the concept of how to become unskippable in pretty much any vertical or industry. So I’m looking for people who want to write books with me in different industries and verticals. So if you’re the best plumber in the world, or goat herder in the world, or accountant and you’re interested in writing some type of unskippable book with me, I’d just say reach out to me because I’d love to talk to you about it. Because I really think that the unskippable mindset applies across pretty much any vertical. Once you understand what it is you’re trying to accomplish, and how you want to stand out and be different, it’s just a matter of applying that to your industry. So that’s my plan is to write a bunch of different books in different verticals that are going to help people.

John Jantsch: And the unskippable franchise is born. Jim, where can more people find out about unskippable, and you in general, and maybe if they want to write that book with you?

Jim Kukral: You can just go to beunskippable.com, that’s beunskippable.com. And you get to my website, and you can see everything there. And yeah, I really enjoyed writing this, John. This was the, it’s the best thing I’ve ever written, and the most personal thing I’ve ever written. And I’m really proud of it, and I know that people are really going to enjoy it. So thank you for taking some time for allowing me to tell people about it because I really respect your business, your career, and everything you’ve done, and it means a lot to me.

John Jantsch: Well thank you, Jim. And your passion for this comes across and this is more than a book, this sounds like a movement. So we’ll have beunskippable.com in the show notes. Appreciate you tuning in. And Jim, hopefully we’ll run into you soon out there on the road.

Jim Kukral: It’s been my pleasure John, thank you again.

Transcript of Taking Relationship Marketing to the Next Level

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John Jantsch: This episode of the Duct Tape Marketing Podcast is brought to you by ZeroBounce, an email validation system that integrates with all the major ESPs to make sure, hey, your mail doesn’t bounce. Check it out at zerobounce.net.

John Jantsch: Hello, and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch, and my guest today is Zvi Band. He is the Co-Founder and CEO of the CRM platform, Contactually. He’s also the author of a book we’re going to talk about today, Success Is in Your Sphere: Leverage the Power of Relationships to Achieve Your Business Goals.

John Jantsch: So, welcome to the show, Zvi.

Zvi Band: John, thanks so much for having me on today.

John Jantsch: So, I’m going to start with a hard question. A lot of times we just do some warm up, but I’m going right after a hard question for you.

Zvi Band: Let’s do it.

John Jantsch: Then you’re free to say the answer is both. But, would it be safe to say that you have learned a ton about networking from, you know, the power users of Contactually? Or would it be safe to say that you wrote this book, because people still don’t get how to network?

Zvi Band: Both.

John Jantsch: I thought it was going to be hard. Anytime a guest hesitates like that, I know I’ve asked a hard question.

Zvi Band: Yeah. I mean, well, I hate to say, I felt like I could pretty easily answer that. I was checking, like wait, is there a got you in there? Yeah, I mean, listen, you know, we wrote the book, you know, for those two reasons, you know? I would say it’s kind of, you know, the reverse in that, so many people, you know, in the seven half years that we’ve been running Contactually, so many people were coming to us saying, “Hey, I get how to use your software, but how do I grow my business with relationships?” Right?

Zvi Band: It’s almost like, you know, I’ve used this before. It’s almost like we’re giving a chef’s knife to someone who didn’t know how to cook. So we realized, and the purpose of the book is to essentially, you know, teach people how to cook, teach people how to grow your business leveraging relationships, how to apply strategy behind it. The content for the book came from, you know, observing how, you know, tens of thousands of professionals who have been able to successfully grow their business, you know, via relationships. So, it went hand in hand together.

John Jantsch: Yeah, yeah. I’m sure you did observe some people doing things that you hadn’t thought of that were pretty cool uses.

Zvi Band: Oh yeah, absolutely. I mean, there are things that are totally counterintuitive that even came across in the book. Like this notion of the Ben Franklin effect that, you know, in order to build rapport with someone, you know, that you actually asked them for a favor. That’s something I’d never even heard of or thought of. I didn’t realize, and it was only kind of after, again, after years and years of years of doing this, and we spent four years, you know, researching and writing the book.

Zvi Band: But the biggest blocker for people is really consistency, is like they kind of can get what to do, but they’re not able to personally act on it. So it was all of these things, and it was such a gift writing this book, and such a great journey.

John Jantsch: So, maybe for those people that aren’t familiar with Contactually, you know, I use the term generically CRM platform. But maybe you could set the table for how you feel Contactually is different than what many people might think of as a typical CRM platform.

Zvi Band: Yeah, absolutely. So, I mean, when most people think about CRM’s, they think about it in a sales context, usually a transactional sale, right? I’m trying to get someone from one end of the funnel to the other, to them being a customer or them being totally disqualified, and that’s it. But if you’re in a relationship-driven business, it’s not necessarily thinking about just the transaction, it’s about that overall relationship, right?

Zvi Band: You know, a real estate agent, for example, gets most of their business via people they’ve worked with in their past, or people they already know. You know, you and I as consultants, you know, and we get our most speaking opportunities from people in our sphere of influence, people in our network. So it’s important to nurture those relationships on an ongoing basis, not just kind of, you know, one time push them through a process.

Zvi Band: So, the way that we think about Contactually, is it’s everything’s about the relationship, not about the deal. So some people call us like your contact manager on steroids. Sure, you can think about it. But it’s instead of thinking like, all right, if the most important asset in your business isn’t necessarily the deals in your pipeline, but the relationships in your database, that’s what Contactually has really been focusing on.

John Jantsch: So, one of the things I think that’s been funny over the last few years is … because as you described, kind of this relationship I think, and my father was a bag carrying, you know, sales person that had his accounts. I mean, really had his relationships, because they were happy to see him. They did see him, you know, once a quarter, you know, that kind of thing.

John Jantsch: So I mean, the idea of specialty for salespeople, you know, treasuring those relationships, I think that’s always been a big deal. What I think is kind of interesting is that technology has actually made it, I think, harder in some ways, I should say the way we use technology, has actually made it harder in some ways to have what you call intentional relationships.

Zvi Band:  Oh, yeah. No, you’re absolutely spot on. I mean, I think we’re living in this absolutely amazing world where we can work with anyone around the world, but it also means that our customers, you know, and the people that would otherwise be working with us, can work with anyone around the world too. So that knowledge gap is gone, because, you know, the consumers I work with can obviously know more than us. That skills gap is gone, because, you know, we’re no longer that unique person in our industry or in our neighborhood that has that skillset.

Zvi Band: So that reputation becomes all the more important. But the problem is, is that, you know, while we can be so connected with so many people, you know, most social platforms are geared around getting us to have, you know, 2,000, 3,000, 4,000 LinkedIn connections or Twitter followers, or things like that. Well, that means we’re going a mile wide and an inch deep, because the human mind can only remember so much information about so many people in there.

John Jantsch: Yeah. I see, I’m not going to point fingers at any generations or anything of that nature, but I see, you know, folks scrolling through their phone, you know, like, like, like, like, like, you know, 300 a day. It’s like, is that engagement? You know, are we really doing anything with that? I mean, so, let me ask you, in this intentional relationship game, I mean, what is the role of social media?

Zvi Band: Yeah, and you’re right. I mean, there’s a part of this book that’s kind of seemingly come out of that, you know, our intent is also just to help people rebuild those social skills, right? I don’t necessarily know my neighbor as well as I do. You know, someone who’s, you know, across the world. So it’s no surprise that Cigna released survey results. They surveyed 20,000 adults age 18 and over in the United States, and most American adults are considered lonely, which is crazy in this world where I’m surrounded by these social objects.

Zvi Band: But I see it, you know, I see it in myself, you know? Open up, you know, Facebook and I’ll flip through, and, you know, I realized like, I don’t know about any of them. It’s kind of that, you know, that test on social media of, you know, pick any random, you know, LinkedIn or Facebook contact, and really ask yourself like, “All right, do I know this person well enough that if they reached out to me and asked for $20, would I lend it to them? Or vice versa, if I were in a position where I needed $20 all of a sudden, would they be willing to give it to me, right?”

Zvi Band: So, yeah, I think the important thing with social media is to use that as a source of information, to then identify what are the relationships, or what’s going on with the people I care about, and then make sure that you’re going deep enough beyond just a like or comment here and there.

John Jantsch: So, there have been a lot of books written on networking, and I think that … well, let me ask you, how would you differentiate relationship building and typical networking?

Zvi Band: Yeah, absolutely. I think they’re definitely very closely related. What networking or what do people think of networking? You know, let’s be honest. They think about, you know, the more the act of going out and building new relationships, right? You know, whether it’s connecting with people on LinkedIn or you know, going into kind of, you know, a poorly lit room or conference CEO ballroom and trading business cards, and trying to create net new relationships.

Zvi Band: What relationship marketing is more focused on as well, how do I grow my business or achieve the goals I’m trying to hit, leveraging the relationships I already have? You know, what we oftentimes miss out on is that, you know, the best relationships and the most valuable ones, are usually the ones that we’re already connected to, you know, relate to networking.

Zvi Band: You know, one issue I had when early on in my career, and I still encounter from time to time, because I’m not perfect too, is, you know, you’ll go to a conference and you’ll do lots of networking, and you’ll exchange business cards with people, and you’re like, “Great, I have all these new connections.” You put those business cards in your back pocket, and the next time you see those business cards is when you’re fishing them out of the laundry machine, because, you know, you didn’t even take them out of your pocket, right?

Zvi Band: So that’s kind of the issue that we face these days. That’s why relationship marketing is that strategy behind leveraging the relationships that you already have in your sphere in some way.

John Jantsch: Well, and it’s interesting, you’ve used the word leverage several times, and I was gonna ask about that specifically, because, I mean, I think everybody knows this. Our existing customers, for example, are probably a greater source of new business, as long as they’re happy, than, you know, that world out there that we want to go seeking. But everybody likes the new chase, or it feels that way anyway.

John Jantsch: I mean, how do we get … because here’s the basis of my question, because it’s hard to maintain those relationships. I mean, it takes work. You can’t just, you know, phone it in. I mean, a strong relationship is built on caring, on checking in, on, you know, having a rhythm. So, how do you get the leverage to put in the work that it takes? Because, you know, it doesn’t necessarily feel like, “Oh, I’m going to get a sale or I’m not going to get a sale.” It’s like, “No, I’m doing this because some point down the road this will be important.”

Zvi Band: Yeah, no, that’s a really great question. I think, and let’s face it, you know, and if anyone were to read the book, and you look at any one particular step, this isn’t rocket science, right? We’re not doing trigonometry here. This is very basic kind of human interaction. The reason why it is so hard, per your point, is that, you know, as human beings, you know, we’re wired, you know, to look for those short term gains, right?

Zvi Band: This goes back to, you know, us as, you know, caveman, right? Where we had to think about how do we put food in our bellies now and find shelter now? Otherwise we’re dead meat, right? These are the big challenges that we face these days, is that well, you know, our needs right now are taking care of, but those longterm benefits, that’s what we’re really like, you know, need to be focusing on.

Zvi Band: So yeah, of course we’re much more interested in the lead that just came in, because that might be business tomorrow, versus a past client that may not transact with us for three or four years, therefore I’m much less likely to be interested in that. That’s why it’s no surprise, and the National Association of Realtors publishes information. They say that 88% of consumers say that they work with their agent again, but when you look at the follow up stats, only 12% of consumers will use the same agent they used before. So what’s happening in that big gap? What’s happening, is that years go by and there’s no follow up.

John Jantsch: You know, email is still a very important marketing channel, but it’s gotten harder to get in the inbox, even of people want your email. Zero Bounce is an email verification system that will validate your opt-ins. Check them out zerobounce.net. They integrate with all of the major services that you might be using already, like MailChimp or HubSpot. Check them out at zerobounce.net.

John Jantsch: Okay, here’s the … I’m trying to figure out how to word this question without it sounding as bad as it probably will. You know, I’ve got 100 contacts that I need to stay in touch with, but I just don’t have the time to stay in touch with them the way I’d like to. How do I make a decision about who’s worth spending time on? See, I told you it’s going to sound terrible.

Zvi Band: Yeah, yeah. At first, in terms of why it sounds terrible. I think, you know, we oftentimes have this icky factor. Like, oh, you know, all of a sudden if I’m treating these people as assets. Let’s face it, you know, we only have so much time on Earth and we want to make sure that we’re focusing our efforts around the people that, you know, not only can provide value to us, but the people that we can be of service to, that we believe that we can help, the people that give us lots of energy.

Zvi Band: You know, one of the ways that I sometimes categorize people is, I look at people, and if I get off the phone with them and I just can’t stand speaking with them. Well, those are people, I don’t care how important they may be, those are people that I choose not to surround myself with, you know? But, in truth, and this is something that we talk about in the book where, you know, it’s not necessarily going by, you know, whether they’re important or not, but it’s instead like taking a step back and asking ourselves, “Well, you know, what am I goals? You know, what am I really trying to achieve?” Then starting to figure out, “Okay, who are the types of people that can help me with those goals?” Then focusing on those types of people, right?

Zvi Band: For me, for example, as a CEO for Contactually, you know, for a number of years I was very focused on fundraising. So very clearly, a lot of my time was focused on, not only engaging and networking with investors, but also with founders who could give me introductions to other investors.

Zvi Band: All of a sudden, that was a goal that was deprioritized. So I was able to start phasing that out and stop engaging less and less with investors and other founders, and focus much more on my customers, because customer retention was much more important for me. So I think as long as we take a step back and try and figure out what our goals are, then of those 100 or so people, we can better identify which of those people fit into those buckets.

John Jantsch: So, you mentioned at the outset this idea of the Ben Franklin approach or theory, that actually asking for help was a great way to kind of be a bridge to relationship building. Expand on that a little bit, because I think a lot of people feel like, “Oh, if I’m asking somebody for help, you know, they don’t owe me anything. You know, how do I start there?” You’re suggesting that it’s actually the other way around.

Zvi Band: Yeah, it’s actually funny. I mean, so related to actually fundraising, one of the piece of advice that I got very early on was if you want money, ask for advice. If you want money or if you ask for money, you’re going to get advice instead. That’s definitely what I had seen as well. So, the interesting thing, yeah, if you read Benjamin Franklin’s autobiography, you know, rather than trying to win a political adversary over by being nice, Franklin asked him for a favor just to borrow a rare book. Then after the man invested effort in Franklin by delivering this book, the two end up becoming friends.

Zvi Band: It’s hard to figure out kind of, you know, what the real reason is for, or what the real reason behind. But it’s more thinking about … it’s also called the Ikea effect, in that if you put time and effort into doing something, you’re much more invested in that. Just like if you spend, you know, an hour walking around Ikea, you’re not gonna walk out empty handed, because you’ve done it. So, you know, that’s why asking someone for advice, something happens, right, in that like, okay, we’re showing that we appreciate that person, we appreciate the advice, we solicit their knowledge. That’s a valuable experience to that person.

John Jantsch: Well, we’re also perhaps suggesting that we believe they have that knowledge and that they are smart, and that they have that advice. So I think there are probably a lot of things in there. I can just state, and I don’t know if I’ve ever stated on the show before, I’ve never been into an Ikea, and I’m hoping to keep that streak alive.

John Jantsch: So, I get a lot of, or a number of solicitations. I wouldn’t even call them solicitations, connections, let’s say, on LinkedIn. One of the first things they suggest is, what can I do for you? You know, what can I do to help you? On the surface, that to me, somebody told them that that was a good relationship building tool, but on the surface it comes off very negative to me, because I don’t know that person. They haven’t suggested anything that specific, so I don’t even know what they could help me, you know, with.

John Jantsch: So, do you have a similar experience? I know a lot of people on LinkedIn do, because that just has become sort of a common thing for people to do. It seems like when people make connection requests. So, how could we do that better?

Zvi Band: Yeah. I struggle with this, because you’re right, I have the same visceral reaction when someone says, “Hey, how can I help you?” I’m like, “I don’t know. I could use a refill of my drink maybe, right?” What are you really trying to offer? In fact, you’re making me do more work by trying to think about what I need help on and how that person could help out.

Zvi Band: But I mean, the interesting thing is, it is rooted in good intentions, and that, you know, they are trying to be, you know, meaningful and valuable to us in some way. But you’re right. I mean, that’s where, you know, I think one of the key aspects of relationship marketing is to try and identify and be proactive, in terms of identifying what people really want and what people would benefit from, and then solving that.

Zvi Band: Now of course, you can ask, you know, very pointed questions, you know, as you’re talking with someone for their first time, you could talk about what your business challenges are. I love that [inaudible 00:19:32], you know, throws out the champagne question. You know, if we’re celebrating with a bottle of champagne a year from now, what are we celebrating? That’s kind of a good open-ended question.

Zvi Band: But, a lot of the work, you know, goes into just gaining that intelligence on someone and trying to understand how you can be helpful. For me, for example, you know, with the book coming out, you know, one thing that I’ve seen a few people reach out and do proactively is they’ll write a review online. Because they kind of know that, “Okay, that’s something that Zvi probably would benefit from.” I’ve obviously done the same thing too.

Zvi Band: So, you’re right, it’s the lazy man’s approach to be able to just kind of say, “Hey, how can I help you? And maybe I’ll be able to do something about it.” It’s come a completely different experience to figure out where you can add value, and do it for them proactively.

John Jantsch: Yeah, if I’m feeling particularly snarky, I write, “Well, send me $500.”

Zvi Band: Have you got it yet?

John Jantsch: Well, I delete it. I don’t ever send that, but I’ve attempted. I mean, a lot of what you end up talking about is, you know, staying in touch. I mean, having a, you know, a plan to make sure that you’re not completely, you know, out of mind. But, how do you develop a rhythm that makes sense? I know that that’s a, well, it depends … But, you know, is there a rhythm of staying in touch that, as a general rule you should think about as a minimum?

Zvi Band: Yeah, and you’re right. This is I would say probably the meat of what we talked about, and honestly why I wrote a book, in that there are so many scattered best practices and good ideas. So what we’ve spoken about so far in this conversation, you know, there are probably a lot of people saying, “Yeah, yeah, yeah, I know.” Nodding your head. But it’s can you assemble that into a cohesive strategy that you can operate on a regular basis?

Zvi Band: That’s the point of the capital strategy, and that every one point, you know, nothing is groundbreaking, but it’s, can you do that consistently? So, for example, it does start off with, all right, you know, are you able to block time in your calendar? Or find some way of doing this on a repetitive basis? You know, whether it’s having reminders or triggers or something that you’re doing on a regular basis.

Zvi Band: But to answer your point around, you know, making sure that we’re staying in touch with people, you know, on a periodic basis, clearly there’s the ability to nowadays, whether it’s using LinkedIn or Google alerts, or something like that, just to kind of keep a prize of them and their business. You know, whether they’re mentioned in the news, something about their company mentioned, or maybe you see, you know, something about sailing and you find which of your contacts are interested in sailing. Of course triggers like that happen.

Zvi Band: But then, you know, one of the root questions is, “Well, how often should I follow up with people?” There’s no right or wrong answer. Going back to our point around, you know, “Hey, if I have 100 people, how often should I stay in touch with them?” Well, you know, naturally as you’re prioritizing relationships, the ones that are higher priority and hopefully fewer number, you’re able to spend more time on. The ones that are lower in priority and hopefully more of, you’re able to stay in touch less often.

Zvi Band: We’d like to say listen, you know, push come to shove, you know, say, “Hey, I want to follow up with, you know, my, you know, high priority contacts at least once a quarter and ones are lower priority once a year.” That seems to be based on, you know, just watching, you know, tens of thousands of people in Contactually, that seems to be a good general baseline, and then you can tweak from there.

John Jantsch: Zvi, it was great catching up with you, and talking about Success Is in Your Sphere. So I appreciate you dropping by the Duct Tape Marketing Podcast. Tell people where they can find out more about you and your work, and the book, of course.

Zvi Band: John, it’s always great chatting with you. Yes, you can go online, to any bookstore, or wherever books are sold, and just do a quick search for Success Is in Your Sphere, and you’ll be able to find information. Feel free to buy a copy for yourself or for someone you care about, or maybe don’t care about. All proceeds go to charity. Of course, my name is band Zvi Band, Z-V-I, B-A-N-D. Luckily I’m the only Zvi Band out there, so it’s pretty easy to find me.

John Jantsch: The URL was available too. So, Zvi, appreciate, again, you stopping by, and hopefully we will run into you soon out there on the road.

Zvi Band: Thanks so much, John.

Transcript of The Ins and Outs of Marketing Automation

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John Jantsch: This episode of the Duct Tape Marketing podcast is brought to you by Gusto, modern, easy payroll benefits for small businesses across the country, and because you’re a listener, you get three months free when you run your first payroll. Find out at gusto.com/tape.

John Jantsch: Hello and welcome to another episode of the Duct Tape Marketing podcast. This is John Jantsch and my guest today is Jason Vandeboom. He is the CEO and founder of the CRM and marketing automation platform known as ActiveCampaign and we’re going to talk about how CRM and how relationship building and how email marketing and marketing automation have changed for the better. Jason’s going to talk about some of the things they are doing there at ActiveCampaign. So Jason, thanks for joining me.

Jason Vandeboom: Yeah, thanks for having me. Looking forward to it.

John Jantsch: So you know, marketing automation has been with us for a while and it certainly was a real boon I think for a lot of folks that were at least attempting to kind of help drive the funnel or drive people down the funnel or whatever the term that they used for it, but it’s really not that personal or at least in the traditional way. I think a lot of people have found a lot of ways to abuse it, let’s put it that way. So what is your take on marketing automation space in general right now?

Jason Vandeboom: Yeah, I think if you look in the past, it started from a good place, saving time, maybe personalizing experiences and whatnot, but ultimately the focus has been so much on kind of the time savings, replacing humans as much as possible and that leads to experiences that are less than ideal. Also, as an industry, we always talk about personalization, we talk about highly personalized to the contact level, but then when we look at what you can build within marketing automation platforms, it’s oftentimes personalization doesn’t mean personalization by the individual. It means a grouping of people or a segment of people getting these unique experiences. So that makes them not actually that unique at all because there’s so many other contacts or customers going through that same workflow.

John Jantsch: Well, and I think there’s no question that at least… You know, you go to the conferences today and everybody’s talking about personalization, personalization, and I think that for some people it’s not gone beyond, Hey, first name, here’s my email.

Jason Vandeboom: Exactly. Yeah.

John Jantsch: And I think that that’s the nut we have to crack, isn’t it? I mean, it’s great talking about personalization, but how do we do it? I started the show off talking about customer experience automation and predictive sending. So let’s just lay that out. I mean, how does that work that’s any different than designing campaigns so to speak?

Jason Vandeboom: Sure. Yeah. And I think there’s those two focuses, it’s the bringing humans in at the right time and then functionality that can be developed and predictive sending is a good example of that where instead of thinking about messaging that’s delivered at the same time for a group of individuals, really learning from the contact level when is the best time, and not just when is the best time to open, but when is the best time for someone to be willing or open to respond to the engagement from the brand.

John Jantsch: Let me stop you right there because I just want to clarify that. So how would… Let’s say we send out, we have this list, we think they all care about the same thing or they care about the same product and we send them an email or something that explains a new offering. I mean, how would then timing be changed? Would it be changed based on the behavior, how they interacted or didn’t interact or what they did would, would actually automatically sort of put them in another timing?

Jason Vandeboom: Yeah, so a couple of different things. If you don’t know a lot about them, then we have to go to baseline ideas that have been done in the past of just like overall time zone, overall characteristics, compared to other contacts that kind of follow the same attributes and whatnot. But then as you get a better understanding of that individual, the timing should change. So predictive sending is very much about a message going out, right? But where we’re going with that as well is not just like in terms of a message, but think about predictively figuring out the optimal time for a sales rep to reach out. So really finding that blend of like automation and human touch, because timing plays such a key role with most any sales process and also post-sale process of getting someone to actually see value out of whatever you’re selling.

John Jantsch: So another thing that’s very common is we’ll have an ebook. It has a great promise, a great message, and people want to get it, but just because they downloaded that, I mean doesn’t necessarily mean… I mean they were solving a different problem. They were in a different stage of their journey or searching. I mean how do we then kind of take this thinking and say, “Okay, let’s add what we think they need in terms of content”? I mean how do we actually, so not just send different timing but maybe different content altogether? Is that part of kind of the new norm?

Jason Vandeboom: Yeah. No, I think that’s something that has been talked about for years and years and years and it’s ultimately fallen into the idea of just like then use split testing or something like that. Split tests down emails is nothing new. Split testing within an automation workflow is something we’ve had for quite some time and some others have started to grow their own versions of that, but ultimately that still is trying to figure out like one solution that’s going to work well for everyone or for a group or for a segment of contacts, when in reality what we should be thinking about is within that content of the message, whether it be an email, whether it be on another channel, determining based on that individual contact what type of content would work best and not necessarily trying to find the number one winner across a variety of options.

Jason Vandeboom: So doing that for messaging is very much… that’s kind of where we’re spending a bunch of time right now and then also taking the concepts and fundamentals of like split testing actual workflows, but doing that in a way where it’s not split testing to some singular end result, but actually finding the right paths and the right content by the individual contact.

John Jantsch: And so the implication, if we’re going to use the word automation here, is that I’m not just sitting here with a giant spreadsheet of all my split tests and plugging in data and then redirecting or remessaging. The idea here is that there’s an automation aspect of that.

Jason Vandeboom: Exactly, yeah, and that there’s an intelligence built in where to try to create those, like right now it’s very static experiences that you have to try to create to create these personalized workflows. Instead of having to build out thousands, tens of thousands, of workflows to try to get that granularity and personalization, that trust can be enabled within a platform to help you get there faster.

John Jantsch: For those that aren’t familiar with the backend or workings of ActiveCampaign, they use something they call automations where you can kind of drag and drop, do this, then do that, if they do this do that. So how, with that really, really brief explanation, how has now… how has the artificial intelligence that’s being built in here and the decision making process, how does that change that kind of drag and drop approach?

Jason Vandeboom: Yeah, so the approach is still there. It just provides… That’s the general theme of a direction. Meaning a good way of thinking about automations is just thinking about a flow chart. You have a start with your flowchart, that’s typically the trigger. Something happens to create the automation and then you have a sequence of events like you said, and then the only time you have actually different experiences would be if you have like if and else, so like if an action occurs then do something, otherwise go down a different path. And that’s how you create that like tree looking situation within a flowchart.

Jason Vandeboom: So taking that but making the actual paths vary by the contact and the independent timing between those actions, whether it be sending a message or when’s the optimal time to get sales or customer success involved, and then also within the content. So you’re personalizing the paths, you’re personalizing the actual content, you’re personalizing the timing, creating a really going from a static experience that everyone sort of hits all those check boxes at the same time with the same content to something that is far more dynamic and individual to the individual contact.

John Jantsch: And so then is the software platform merely making recommendations to me as the user that hey, we’re seeing this or this format of content is getting all the play. You ought to move this direction or is it just automatically making those alterations for me?

Jason Vandeboom: Yeah, so we believe that nobody would really trust it out of the box if it was just like we’re going to make all the decisions for you. So instead of that, you still know your business more than anyone else at the end of the day. So you probably know your customer propel, you know what will probably work one way or the other. So allowing you to kind of set that up and then choose as you gain more and more confidence with the platform what you want to allow the platform to play around with, so whether it be the timing aspect or if you want to… you like the idea of personalized content, you don’t necessarily want to split test it and you want it to actually be a little bit more dynamic by the contact, allowing you to sort of enable these different pieces as you gain more and more trust.

Jason Vandeboom: Now we’re also working on ways where we can make suggestions. Things that maybe are not thought of today or maybe you have automations that are currently running and we’re seeing something with the data that just, you know, maybe you haven’t analyzed quite yet or just something that may not make sense outside of what the data actually tells and to surface some of those as recommendations, but still then allowing that business owner or that marketer to choose to opt in on some of those things. Eventually the idea is it should not… like a true platform that’s focused on CX automation shouldn’t feel like a tool. It should feel more like a business partner, it should feel like it’s actually adding value, enabling you to do more.

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John Jantsch: So one of the things that I think a lot of business owners struggle with obviously is you hear about a platform like this and you think, “Oh this is great. This is going to do all the work for me.” But in reality, if we don’t set our businesses or our lead capture processes up on the front end right, I mean it’s probably not going to collect anything that you could do anything with. So what are some best practices for say, routing and segmenting and capturing somebody… enough data about somebody so that we can kind of understand what bucket to put them in even?

Jason Vandeboom: Yeah. So a couple things. I would say one err on capturing more data than you may even think you need right now. By having that capture and having that capture historically allows you to actually be able to do something in the future. The other thing I would spend a lot of time, not so much thinking about tactically how you’re going to cause a conversion or how you’re going to cause certain actions to take place, but what are those key pieces? What are those key conversions that you care about?

Jason Vandeboom: Sometimes it’s obvious, like it’s actually purchasing the product or whatnot, but then with your own insight and knowledge into, going back to you know your business more than anyone else or any other platform from a different vantage point, what are those influencers you think that may assist along the way? Like what are those key points where someone starts to find value and whatnot? And that isn’t always like a quantitative sort of thinking. Oftentimes it’s much more qualitative in the way of you just think something has some sort of a weight to it. Where all the sudden they start seeing the value or they become a little bit more hooked with the product or service you’re offering.

Jason Vandeboom: When you start figuring out what those are, then you can build out more tactical execution as to how do you drive more of that behavior and how do you drive ultimately to that conversion. But if you’re not thinking about those and if you’re not thinking about the key conversion events, you’re really just going to struggle quite a bit and there’s nothing that can really help, because everything has to work to some end goal.

John Jantsch: Yeah, and I think one of the things that I’ve always struggled with frankly is I have a couple of very unique segments and some listeners are probably going to say, “Yeah, you’re not doing this well,” but they need very different messages, but it’s not always obvious who they are. I know that sounds really vague, but how hard is it in that kind of initial, hey, here’s a piece of content that you found really compelling. You wanted to give me your email address, but now I want to know who you are. And you know, common wisdom is, hey, just get the email address and don’t put any more friction up, but by taking that path, I’m also not learning how to serve them.

Jason Vandeboom: Yep.

John Jantsch: So help me out. What’s the best practice for should… Once somebody gives that and they get the content, should we immediately go to asking them to sort of self identify?

Jason Vandeboom: I think it’s a couple of things. One, I do believe in the less is more up front to get the process going. So maybe you just start with that email address. Based on that, ideally your first couple of pieces of content or first messages going out have some clear… like if it’s actual content that’s enabling something, there’s a couple of different varieties in there. So based on engagement with that, you can classify and don’t just treat it as like there’s a link click or something like that and now you know that someone has something. You can set maybe a tag or something to that contact so you have a general understanding, but then trying to find different ways, just basic like profiling of as they take more action over time to get something, either from their action or them to fill something out additionally in the future.

Jason Vandeboom: But it also goes back to just kind of testing overall, because there’s the what content are they interested in, which I think a lot of people focus on, and there’s the how do they actually like to consume the content, which I think more people need to focus on sooner than later. And that could be simple as like some people like to consume heavy content and versus like more of a CliffsNotes style and a bunch of different similar types of variations. But I think that piece focusing on both at the same time in small iterations, not trying to get it all at once, is probably the best path forward.

John Jantsch: So let’s outline just kind of a very typical use case. It’s really common these days to have an indoctrination series. So somebody is new to you, they come and they say, “Hey, I like what you’re doing here. I want to get this checklist. Get on your list, start getting stuff from you,” and then we kind of drip out, typically been written as an automation. Maybe we put two days or three days between each and we drip out what we think will be useful information in a sequence of maybe over 45 or 60 days. They should know, assuming they read it all, a lot more about us. How would that very common practice be changed in a CX automation predictive sending way?

Jason Vandeboom: Sure. So for one, instead of having a single piece of content each step of the way, ultimately having the ability to have multiple versions but not testing for a single source of truth. So as you have a better understanding of both what types of content they’re looking to consume but how they want to consume it, it can start personalizing to that behavior. Additionally, there’s different types of people for consuming the content and maybe different levels of maturity if you will or want for consumption in terms of timing.

Jason Vandeboom: So based on interaction, based on if we can start grouping things up based on attributes that are known prior, even if they’re anonymous attributes such as like the pages they visited, sources, things like that to possibly accelerate that entire process that you’re talking about, but to do both of those things at more of an individual level instead of just trying to get like the one overall, and I think that’s the theme of where things are going in the future is all too often in the past we’ve really tried to optimize for this one overall workflow or this one overall like drip set of emails that overall is the best. But we’re leaving a lot on the table by really having to just focus on the overall instead of thinking about it at a far more personalized level.

John Jantsch: So the typical sort of person that actually is very engaged, ready to solve their problem, they want to consume the content in five days instead of five weeks would get that experience because they demonstrated that behavior.

Jason Vandeboom: Yes. But then ultimately, you know, at the end of the day, try and get all of this to tie to like going back to those key pieces that you know that are going to be drivers for your conversions and your actual conversions as well, because at the end of the day that’s what we should all be optimizing for is those known sort of events or transformative moments where they’re actually converting.

John Jantsch: Yeah. So it’s just a matter of of how we deliver them to that event.

Jason Vandeboom: Exactly.

John Jantsch: Great. So what’s in the future then? I know we’re talking about stuff that is new and people are still wrapping their heads around, but I’m guessing that you’ve road mapped an evolution of this even.

Jason Vandeboom: Yeah, so quite a bit, and it all revolves… there’s a lot more to do with timing. When you start thinking about when humans are involved in any form of a process, the timing is so critical, whether it be a phone call or reach outs and whatnot. So really digging into that further. The content piece, we’re just sort of scratching the surface of. We’re investing quite a bit into that right now. Making a truly personalized content where we’re not just testing to a single end result, but really the best variation and trying to get predictive content across channels as well and not just stick to just email.

Jason Vandeboom: And then there’s the concept of like dynamic routing, so like we have, you know, as marketers, we create these funnels and whatnot that you’ve been describing and they’re not like normally just thought up of from nothing. They’re, to your point, it’s well thought out, been doing these for quite a while, and so allowing a marketer to create a couple of these and then dynamically placing context down them, but not necessarily testing for the single one answer, but finding the optimal one.

Jason Vandeboom: After that, it’s very much about how do we take all of these practices and provide predictions and provide ideas. So seeing all the data, so you know, all the movement doing these personalizations and whatnot, we should be able to predict more and more. So even as you start off as a marketer using the platform, you should be able to get guidance as to like, here’s something, here’s a recipe for a sequence of events that we think would improve sales by X or save Y number of hours building off how do you make more and more of these predictions and how you actually follow up with the outcome, that’s ultimately where we’re looking to go.

John Jantsch: Of course it means you have to pay attention to what’s actually going on behind the scenes doesn’t it?

Jason Vandeboom: Yeah.

John Jantsch: And I mean that sort of facetiously, but sort of not. Because it’s not a matter of setting these things up if you’re not going to analyze them and learn from them, then you know you probably won’t get nearly as much out of them.

Jason Vandeboom: Yeah.

John Jantsch: So Jason, I know people can find all they want about ActiveCampaign at activecampaign.com but are you… this is June of 2019 so dependent upon when people are listening to this, are you doing conferences or any kind of roadshow or anything that people need to know about?

Jason Vandeboom: Yeah, sure. I’m at a couple of things in the upcoming months. I think Traction is the next conference I’ll be at. Otherwise we have, we’re doing over 200 marketing events this year throughout the world where we’re really talking about marketing strategy and whatnot and helping people grow their business. That can be found at activecampaign.com/events, .com/events and then other than that, anyone wanting to reach out, I can always be reached at jason@activecampaign.com

John Jantsch: Awesome. Thanks Jason, and hopefully we’ll run into you next time I’m up in the Chicago area.

Jason Vandeboom: Sounds good. Thank you.

Transcript of How to Create a Successful Business Event

Transcript of How to Create a Successful Business Event written by John Jantsch read more at Duct Tape Marketing

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John Jantsch: Hello, and welcome to another episode of The Duct Tape Marketing Podcast. This is John Jantsch, and my guest today is Rich Brooks. He is the founder of flyte new media, and creator of The Agents of Change Digital Marketing Conference. Something we’re going to talk about today.

John Jantsch: So, Rich, thanks for joining us.

Rich Brooks: Hey, it’s a great pleasure to be on your show, John.

John Jantsch: So, you’ve been doing this conference for a few years, and I guess the first question I have is, what’s with the name?

Rich Brooks: That’s a good question. So The Agents of Change came out of a previous conference I put on for a few years called Social Media FTW, with a few friends. But after three years, the band broke up. I was thinking about doing another conference, when I happened to run into Chris Brogan, who said, “Oh, I’d love to do something sometime.” So I’m like, “I know I have to do this conference.”

Rich Brooks: I couldn’t use the same name, and I wanted to bring in search and mobile marketing to the mix, because I feel like social is just one aspect of what we should be doing. I started going through the thesaurus, which is always a tough word for me to say, and I had this idea of, you know, an accelerant. Social media’s an accelerant. So I went on there, looked it up, but I’m like, “Accelerant World, Accelerant Expo, doesn’t roll off the tongue.”

Rich Brooks: That lead me to catalyst, which is a nice hard K sound. So I’m like, “Catalyst …” Still wasn’t working for me. I looked it up one more time, and I saw Agents of Change. If you saw my office right now, John, you’d know I’m a huge superhero nerd, and I could already envision the three Agents of Change for search, social and mobile marketing, and that is where the name came from.

John Jantsch: So, in preparation for this, because you do the conference and have your business in the city of Portland.

Rich Brooks: Yeah. Portland, Maine.

John Jantsch: Yeah, I was going to go there, because I did a little search, I said, “Fun facts about Portland, Maine.” You know how the little search snippet, you know, position zero that Google puts up there? It was five fun facts about Portland, Oregon. So even Google doesn’t know necessarily where Portland, Maine is. So I’m guessing that The Agents of Change Conference is kind of a big deal in Portland, Maine.

Rich Brooks: I like to think it is. I mean, we like to think ourselves as one of the coolest conferences in New England. It is more of a regional thing, although, we do get people from all around the country, and sometimes all around the world to visit. But I would say the majority of people who attend in person are from New England, and then we also have a virtual pass with a live stream. We actually get people literally from all over the world, including, you know, places like Australia. I’m like, “I guess they’re getting up in the middle of the night to watch.”

John Jantsch: So, we’re going to talk about conferences and putting them on, because you’ve got a little experience doing so. But, is that the only conference that you currently put on?

Rich Brooks: Yeah, I mean, we do other workshops, and I just recently started a new brand called Fast Forward Maine, where we’re putting on business workshops around the state. But the big tent pull event is definitely The Agents of Change Conference.

John Jantsch: So, let’s talk specifically about that one. Who should go to your conference?

Rich Brooks: Every human being. No, we really focus on digital marketing. So, especially in Maine, that tends to be people who have social media manager or marketer, or marketer in their title. But of course a lot of small businesses around here, so we get a lot of people who might be owners or entrepreneurs. We get a lot of agency owners who show up too, I think because they listen to my podcast for new ideas. So, in the last few years we’ve gotten a lot more agency owners and consultants.

John Jantsch: So, let’s flip then to events in general. You know, first off, I’m just going to admit, events are hard.

Rich Brooks: You said it. They are hard.

John Jantsch: So, is that something that a lot of businesses should be thinking about getting into?

Rich Brooks: I wouldn’t say a lot of businesses. But people ask me, “Why do you put on a conference? It seems like a lot of work.” I’m like, “It is. That’s the beauty of it.” I mean, how hard it is to put up another Facebook post or an Instagram photo? Anybody can do it, and everybody is doing it. But to put on an event, and I’m not saying that you need to make it as big or as small as our conference, we average between 350-400 people. But I’m saying that it immediately elevates everything that we’re doing in the state to another level.

Rich Brooks: So when people come to The Agents of Change Conference, suddenly Rich Brooks and flyte new media get a lot more visibility. Flyte new media is our digital agency. So because of that, then we get into a lot more conversations around the state, and even outside the state, about, “Oh, we should be talking to Flight about our website, or SEO, or social media.”

Rich Brooks: So if you’re struggling with maybe some of the digital marketing stuff and outreach, especially if you’re new, I strongly recommend taking a look at events, because a lot of your competition just don’t have the stomach to put it on.

John Jantsch: Yes. It sounds, as I heard you describe that, it’s a little bit of the advice where people say, “You should have a book, because it sort of elevates your status as an influencer.” In some ways that’s what you’re saying about the conference.

Rich Brooks: Absolutely. I’ve written a book, and I’ve gotten work directly out of it, so I know that works, and I’ve gotten work directly out of The Agents of Change Conference. Just as a side note, I had, for years, a friend of mine’s business, and I kept on saying, “You really need a new website. Your website was built in 1724, it’s time for an upgrade.” This person wouldn’t spend $5,000 on it. They ended up winning a ticket to the conference, of all things, came to the conference, ended up talking to my creative director, and ended up signing a deal for $21,000 work of design.

Rich Brooks: I’m like, “I couldn’t convince you after five years, and you come and you meet him for 15 minutes.” So again, it elevates you, it puts you at another level, and I think that’s great for business owners who are looking for a competitive edge.

John Jantsch: So, in web terms, 1724 was five years ago, right?

Rich Brooks: Exactly.

John Jantsch: So, what was the huge thing that you learned when you first started doing this?

Rich Brooks: So, what I tell anybody just starting off is, first of all, it’s totally okay to start small. You can start with 12 people in a room, if they’re the right 12 people. That’s one aspect. There’s no size too small, it’s about putting yourself in front of the right audience, or building the right audience.

Rich Brooks: But the other thing that I found over time as people started asking me questions, is there’s three main categories that any successful event should focus on, which I now call the three S’s. It’s speakers, sponsors, and seats, as in putting butts in them. I can speak to any one of them, but it’s about having the right people on stage, and that could just be you. It’s about bringing in some sponsors, especially when you get to a certain size, to help kind of bring down the cost, and then it’s also about making sure that you’ve got a way to make sure that you fill the seats. Because you could have the best speakers and a lot of sponsors, but your event’s going to fail if nobody shows up.

John Jantsch: So let’s talk about balancing those folks a little bit, because sometimes what a sponsor wants out of … you know, what’s a win for them, may not be a win for attendees. I mean, is that a constant struggle?

Rich Brooks: That is a struggle, and I’ve definitely made the mistake overpromising something for a sponsor, and then realizing that maybe I’ve not really treated my attendee they should have been treated. This is something I’ve learned the hard way. Of course, now with GRP, this becomes an even bigger issue. But, you know, one of the things that we say with our sponsors now is we can’t share emails anymore. That’s just not something we do, we’ll share the contact information.

Rich Brooks: But I have had some pushback in years past. With the sponsors, I think it’s just about getting up front with them and having intelligent conversations, “What do you want to get out of this event?” I’ve had people come to me and they’re like, “I just want to be associated with your brand,” other people are like, “I’m just looking for my own personal brand awareness.” Then I’ve got people who are like, “I need 15 leads out of this.”

Rich Brooks: Based on what they’re looking for, then I can help them and create something customized, so that even if I’m not giving them the name, address and blood type of every single attendee, I’m giving them the opportunity for them to succeed. Maybe that means that I’m doing something special from stage for them, or maybe it means that we’re creating some special videos that kind of pump them up, or talking about them on the podcast. But it’s about finding those wins for them, where you’re not selling your soul or the information of your attendees.

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John Jantsch: I mean, what’s been your ability to stand out? I mean, “Yay, another digital marketing conference,” right? I mean, have you found that the secret to success is maybe something bigger that … I mean, a bigger reason for doing it, maybe than, “Yay, another digital marketing conference.”

Rich Brooks: Well, I will say that when I first started, there weren’t a lot of digital marketing conferences, or there were certainly less. I’m definitely seeing that there’s some fatigue out there when it comes to digital marketing, because it seems like every week there’s five events in Portland, Maine, about digital marketing.

Rich Brooks: So, that is a challenge, it’s one that I kind of avoided to a certain degree by getting in early. But I would say that if you are looking to put on an event, my recommendation would be to niche down, and maybe to … you know, one of the challenges we have with Agents of Change is it’s not industry-specific. So if I were starting off, if I’m one of your listeners, I would be thinking about, “How can I go into just one industry and really succeed there? Whether it’s my own industry, or I just choose one of my client groups, and really focus more narrowly on that niche.”

Rich Brooks: Then you’re going to be able to attract, I think, more interested attendees who feel like the content’s been tailored for them, as well as people willing to pay more, because it’s like, “Oh my goodness, there’s a juggling conference in town, you don’t get that every day.” So, you know, they might be more willing to sign up.

John Jantsch: So, 350-400 is still a very manageable number. But as a conference grows, and as yours grew, is there anything that you’ve done to sort of intentionally keep that intimacy? I mean, you go to a lot of conferences, like I do as well, and, you know, those first year, you know, just 100 of us, you know, was really cool, and then it grew to 10,000 people, and it wasn’t the same thing anymore.

John Jantsch: Have you done anything to keep yours intentionally intimate?

Rich Brooks: Yeah, well, I think part of it is, living in Maine, you know, we have one area code. There’s only so many people around us, so that partially keeps it down anyways. But we have it in a space that we absolutely love at the University of Southern Maine, and although it can sit 500 people in the auditorium, you can really only comfortably have 400 people in the atrium during lunch or something like that. So that’s basically been our line in the sand.

Rich Brooks: The virtual pass allows us to grow a little bit bigger, but you still have that intimate feel at the event. I have no desire to be the next Inbound or Social Media Marketing World, two excellent conferences by the way, but just, that’s not what I’m looking for. I’m looking at this event as a way of raising the profile of what we’re doing here at Flight, and what I’m doing, so this is the right size for us.

Rich Brooks: There’s definitely other conferences that are going to grow, and they may have a reason to grow, but that’s just never been the focus of what we’re doing. I think everybody, as they put on their own events, needs to decide, “Why am I doing this?” Like we talked about, events are a lot of work, and there’s at least three sleepless nights I have where, “Oh my God, my speakers aren’t going to show up, or I’m going to lose money, or nobody’s going to show up for my conference.” That’s stressful.

Rich Brooks: So it’s only that it makes sense at the end, from both an enjoyment standpoint, and a business standpoint, that I keep moving forward. For me, I’ve been told by a lot of people that this is a right-sized conference. Now that means different things to different people, but for us it’s that, you know, yes, we have a Green Room, but the speakers tend to hang out with all the regular people, and they end up talking. It’s just a very intimate, friendly group. That’s the conference I always wanted to go to, so I ended up creating it myself.

John Jantsch: So you talked about the sort of addition benefits to hosting this conference. Does that, in some ways, you know, the business that comes out of it, the sort of raising your profile. Does that in some way suggest that you don’t necessarily need to be a profitable conference?

Rich Brooks: Profitable is a very important part of it, but it depends on how you’re looking at profitability. I’ll be very candid, when we look at, or transparent perhaps, at the end of each year we’re like, “Were we profitable?” Depending on the way you run the numbers, we might have made $10,000 or lost $10,000. We always make money, the question is, do we make money after we charge ourselves at our regular rate, or discounted rate? Or do we just consider that to be marketing work, and we’re not going to charge for our time?

Rich Brooks: So that’s where it’s a little bit blurry. But we usually end up somewhere around break-even, after we’ve paid for our own time. Then, like I said, we almost always get one to two jobs a year out of that, and then there’s also just … some people when they come into our doors, and I’ll be like, “So how did you hear about us?” They’ll be like, “Oh, I went to The Agents of Change a couple years ago, or I’ve gone for the last three years.” So that’s how I know the long-term game is really paying off.

Rich Brooks: For some businesses, the event has to be profitable, because that is a profit center. But for us, if we can get our marketing to pay for ourselves, I’ll sleep well.

John Jantsch: But I think that’s a big consideration, as you’re looking at, you know, the big picture of it. So, you mentioned this that people come back, or go year after year. I mean, how do you, this is a two-part question, how do you get people to attend? Then, how do you get them to come back?

Rich Brooks: So, getting people to attend is actually the trickier part, because of course, if they don’t know you, you’re trying to convince them to part with $50, $100, $500, you know, depending on the price of your conference. So, you know, we’ve had some discussions about, “Well, is it about bringing in the biggest speakers?” Maybe it’s just where I am, but speakers don’t generate sales.

Rich Brooks: We’ve had a few people, because they’ve come from Maine, like John Lee Dumas and Chris Brogan. They’re from Maine, so they pull in a certain audience. But most of the other speakers that we bring in, no matter how awesome or cool or smart they are, they just don’t bring in ticket sales, per se. So, I’m always looking myself more about the content and the delivery, than it is specifically the name. Although, I like to try and mix it up a little bit.

Rich Brooks: So, it’s about finding what people are looking for, and then trying to build a community. So, these days, I think of Agents of Change as a 365 brand, that we’re around every single day of the year, we’re putting on the podcast that kind of helps raise awareness and keep awareness up and running. We’re sending out a weekly newsletter, above and beyond the conference itself.

Rich Brooks: In terms of getting people to come back, we’ll offer incentives both the day of the conference, as well as early bird discounts that first get sent out to what we call alumni as part of it. We’re trying to develop a Facebook Group, which I have to admit is kind of my achilles heel, I’m just not great about Facebook Groups. But that’s something that we’re trying to develop as well.

John Jantsch: That’s like running a conference year round.

Rich Brooks: Exactly.

John Jantsch: So, let’s talk about sponsorships. Even if it’s not for a physical event, you know, a webinar, or, you know, a piece of content. What, in your experience, makes a great sponsorship?

Rich Brooks: I think it’s a combination of somebody who has a product or service that is really in alignment with what you’re trying to accomplish. So, you know, without naming specific names, we’ve had a bank who has been a great sponsor for us for years, and not only do they give us money, which is certainly, obviously, a critical part of it, but they’re in the community and they’re looking to build their business portfolio. So that makes this a really good place for them to be.

Rich Brooks: From a local aspect, that’s really helpful. Like I said, they’ve been a great partner, and they’ve really been part of everything that we’re doing. Then, because we’re a digital marketing conference, we also have email service providers, and CRM companies that are interested in getting in front of our audience too, especially ones that target small businesses.

Rich Brooks: So, I like to bring in those kind of companies, A, because I want people to know about the tools and services they offer, but B, also because it’s good for them to get in front of this type of audience too. My goal is to educate people like me, who might not be spending all their time on digital marketing. So, it’s, I mean, I hate to say it’s about the money, but it is about the money. You know, otherwise I’d have to charge a lot more for ticket sales. But then it’s also about are their goals in alignment with ours?

Rich Brooks: I’ve definitely pushed off a few sponsors over the years, because I just didn’t get the right vibe from them. I felt like they were just there to scape as many names as possible, and they weren’t really going to participate. There have been people who did speaker-sponsor deals in years past, and they barely gave a presentation, and that was the end of that relationship right there.

Rich Brooks: If you are going to do speaker-sponsor deals, which are pretty common, you need to expect that the person’s going to come in and act as if they were a speaker anyways, that they’re going to deliver high quality content, and not some sort of veiled sales pitch.

John Jantsch: I love the idea that you have a, especially because you’ve identified as sort of a regional conference, that you have a regional bank. Because going back to your point about, you know, additional business, well, you know, I’m guessing that there are a lot of bank customers that would be good customers of your agency.

Rich Brooks: Absolutely, and vice versa. I mean, the bottom line is, this bank has been a great supporter of ours for years, and anything I can do to help them out, also just makes me feel good. They believed in me, and I believe in them, and I think they’re a great bank. So I’m trying to do everything I can to also getting people, especially from Southern Maine, where they don’t have as big a footprint, you know, to make sure that people from Southern Maine, business owners, are thinking about them when it comes time for lines of credit, or whatever it may be.

Rich Brooks: The other thing I’ll just say about sponsorships, in terms of if listeners are thinking about this, barters are also excellent sponsors. So, we do a lot of media share, but we also do, at the end of the event, we have a networking event, and we get free beer, free pizza, and free spirits from three local companies for a couple of tickets. So they come in, they give us all this free product, things that would cost us thousands of dollars, are costing me $150. You can get a lot of mileage out of those barters, and really start developing some long-term relationships with some local companies.

Rich Brooks: For me, local is a big part of who we are and what we do. So that, again, just kind of fits in with your question of what’s important in a sponsor.

John Jantsch: Yeah, and I think that starts to shape maybe a picture for somebody that this doesn’t have to be, you know, a giant conference. I mean, you can do that same sort of model in something that’s going to maybe have 50 people come this year, and still have that same sort of small community feel.

Rich Brooks: Yeah. We put on a version of Agents of Change that was specific to the wedding industry, I did it with a friend of mine, and we found local vendors that were really trying to target those wedding professionals, and we started to develop some really nice relationships with them as well.

Rich Brooks: I love putting on live events, it just feels good, and I love bringing people together, especially because, in my job, I’m behind a computer so much of the time. When you can really, in your local community, start develop these relationships, where you start introducing people, you become much more valuable as well. So again, people are always going to be thinking about you when they need to make that next business decision.

John Jantsch: So, we’re getting close to the end of our time. Let’s start with a real negative. Bring the thing down to a crashing halt here. So, if you’re going to tell somebody, “Here’s the one thing that will doom your conference. Don’t do this, or don’t forget this.” What would it be?

Rich Brooks: One thing that would doom the conference, I would say not enough planning, or trying to go too big, too soon. Because I definitely have talked to people who have asked me to come in at the last minute to help them with their conferences, and it’s three months out, and they’re putting on something on Vegas, and they don’t have a list yet. I’m like, “That’s just not how you’re going to do it.”

Rich Brooks: There are people probably who might have been able to salvage that, but I would say, you know, start small, like you were talking about. If you start with 50 or 100 people, or even 12 people, that’s not a bad starting place. Start to understand what people are looking for. Ultimately, you need to put on an event that are going to track those three audiences of speakers, sponsors and seats. So, you really need to be paying attention to what people want, and sometimes the best way to do that is to start small.

John Jantsch: So, dependent upon when you’re listening to this show, the next Agents of Change event is going to be in the fall of 2019. You want to tell people about that, and I think you even said you might have a special offer for listeners.

Rich Brooks: I do. If people are interested in the whole digital marketing thing, you can find more information out at theagentsofchange.com. We have a physical conference on Friday, September, 28th, we also have pre-conference workshops on the 19th, and a VIP ticket as well. Right now, depending on when you hear this, either tickets will be early bird, or at least heavily discounted.

Rich Brooks: But for Duct Tape listeners, if you enter in DUCTTAPE, all one word, when you go to buy your ticket, whatever the ticket is, whether it’s a physical ticket or the virtual pass, because we have a live feed, people can tune in, you’re going to save $25 off the ticket price. Right now, they’re already pretty low, so it’s a very good deal.

Rich Brooks: Oh, so just go to theagentsofchange.com, and you’ll find all the information there.

John Jantsch: Then we’ll have it, of course, in the show notes, like we always do.

John Jantsch: So, Rich, it was great catching up with you again. Sounds like a great event, and I appreciate you spending the time. Hopefully we’ll run into you out there on the road soon.

Rich Brooks: Sounds good, John. Thank you.