Monthly Archives: March 2020

Weekend Favs March 7

Weekend Favs March 7 written by John Jantsch read more at Duct Tape Marketing

My weekend blog post routine includes posting links to a handful of tools or great content I ran across during the week.

I don’t go into depth about the finds, but encourage you to check them out if they sound interesting. The photo in the post is a favorite for the week from an online source or one that I took out there on the road.

  • Friday – Stay in touch and on the same page with your distributed team.
  • Unscreen – Remove the background from your videos.
  • ProProfs Help Desk – Keep track of all customer service requests coming in across all channels.

These are my weekend favs, I would love to hear about some of yours – Tweet me @ducttape

Creating Policy Changes to Benefit Small Businesses

Creating Policy Changes to Benefit Small Businesses written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Karen Kerrigan
Podcast Transcript

Karen Kerrigan headshotToday’s guest on the Duct Tape Marketing Podcast is Karen Kerrigan, CEO and president of the Small Business & Entrepreneurship Council.

Kerrigan has been leading the organization for more than 26 years, where she advocates for entrepreneurs and small business owners across the country. She regularly testifies before the U.S. Congress on issues impacting entrepreneurs, small businesses, investment, and the economy.

She has also been appointed to numerous federal advisory boards including the National Women’s Business Council, the U.S.-Iraq Business Dialog, the U.S. Treasury’s Taxpayer Advisory Panel, and the National Advisory Committee for Labor Provisions of U.S. Free Trade Agreements.

Additionally, she is the chair of the newly-formed Small Business Roundtable, a group of leading small business and entrepreneurship organizations working to advance policy, secure access, and promote inclusion to benefit those small businesses that play such a vital role in the fabric of American society.

Kerrigan stops by the podcast to talk about her work with SBE Council, what she sees as some of the biggest legislative and regulatory hurdles for small business owners, and what her organizations are doing to build an environment that helps entrepreneurs create and scale successful businesses.

Questions I ask Karen Kerrigan:

  • What is the primary charge of the SBE Council?
  • Where do you see the future of healthcare (and related legislation) headed?
  • Are there any policies or legislation that you’re working on right now that are hot for you because you feel like they’re really holding small businesses back?

What you’ll learn if you give a listen:

  • How the work of the SBE Council directly benefits small business owners across the country.
  • How legislation help businesses find access to the skilled workers they need to scale.
  • What the SBE Council is doing to help small businesses get access to capital.

Key takeaways from the episode and more about Karen Kerrigan:

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

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Transcript of Creating Policy Changes to Benefit Small Businesses

Transcript of Creating Policy Changes to Benefit Small Businesses written by John Jantsch read more at Duct Tape Marketing

Back to Podcast

Transcript

LinkedIn Marketing Solutions logo

John Jantsch: Hey, marketing today has gotten harder. There’s so many new platforms. How do you reach the right audience? Fortunately, there’s a simple way. LinkedIn can help you speak with the right professionals at the right time.

John Jantsch: Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and my guest today is Karen Kerrigan. She is the president and CEO of the Small Business & Entrepreneurship Council. She also chairs the newly formed Small Business Round Table, a coalition of leading small business and entrepreneurship organizations. So Karen, thanks for joining me.

Karen Kerrigan: Oh, it’s great to be here. John, thank you for having me.

John Jantsch: And I assume you’re in chilly Washington DC today.

Karen Kerrigan: That’s right. Today it’s chilly. We’ve had no consistent temperature, sort of like the policy environment and economy in general. But we’re having a pretty good day today, pouring rain. But anyway, it’s busy though for sure.

John Jantsch: Are the cherry blossoms starting to peak out yet?

Karen Kerrigan: They’re starting to come out a little early, John, we’ve got… Actually at my home right outside of Washington in Northern Virginia, my front tree cherry blossom, they’re actually starting to bloom a little bit. So I think we could have an early year. We’ve had those before where actually the cherry blossoms came out and then we had a little snow on top of them. But they’re getting there. You can see the buds. And so the national park service, I’m sure it’s hard at work coming up with the exact date of those peak blooms so the tourists can all start coming in.

John Jantsch: So let’s start with describing kind of the primary charge of the SBE Council.

Karen Kerrigan: Sure. You bet John. So we, SBE Council, we are an advocacy, training, and research organization dedicated to promoting entrepreneurship and protecting small business. We’ve been doing this for 25 years now and we have more than a hundred thousand members and small business supporters across the country and really do work on the policy and economic environment that’s going to help strengthen startup activity and small business growth.

Karen Kerrigan: So a lot is focused on policy both at the federal as well as at the state level. And we do a lot of international stuff as well. And then we work with partners, whether they are other associations or corporate partners or government on a variety of educational initiatives as well. But we’re here to support small businesses, to give them an environment in a climate where they can compete and grow and also encourage individuals to pursue the path of entrepreneurship. And obviously having a good economy most of the time, I mean obviously there’s been great businesses that started during depressions, but just having the good policy pieces in place and the ecosystem in place really does encourage people to take that risk of starting a business and there’s a lot of policy things that we’re working on that involve that.

John Jantsch: Well, so that is, I’m thinking through as a listener here, that sounds great at the global level and I know that I benefit from all of that as a business owner, but what do you tell that local business owner, entrepreneur that says, okay, well what’s in that for me? Like how does that directly benefit me?

Karen Kerrigan: Well, I guess you could drill it down to specific policies, right? So if you look at, for example, the latest Square/Gallup Survey that came out a couple of weeks ago and it asks small business owners what their biggest concerns are. It was what we hear a lot taxes, regulation, healthcare, tariffs, things like that. So on a very personal level with small business owners looking at their pain points, like, a complex tax system or higher taxes or affordable health coverage or a regulatory environment that might be too burdensome. We just work on the many pieces of that to push through reforms, to push through legislation, to push through regulatory changes that are going to lessen the burdens directly on small businesses. Whether that’d be the tax or the regulatory burden and do things that are going to create generally a better environment, business environment, so that consumers are spending, businesses are investing.

Karen Kerrigan: So it involves a lot of things because there’s a lot of different government agencies in Washington, whether it’s the Department of Labor or the EPA, the IRS. Look at… We do so much with the Federal Communications Commission because access to broadband is still a big concern and quality broadband for many business owners and entrepreneurs. And we think that’s really critical that everyone have good access to broadband. So they have the opportunity to start businesses or even quality broadband so they can take advantage of all the new tools in the platform based economy to help them better grow their businesses and compete their businesses. So it involves just, if someone thinks about their business and what their pain points are and maybe how government gets in the way, or maybe makes those things a little bit more burdensome and painful. We’re working on all those pieces to improve or to lift those burdens. So does that answer your question a little bit more? I know we could dig down into deeper issues like healthcare or anything else.

John Jantsch: I want to go there for one moment. Because that’s certainly the topic that… I mean you watched all of the political conversation, it seems like forever, it’s not just now. Healthcare gets batted around by every side as the big issue. And I think it’s probably one of the biggest questions for certainly employers in the small business space. Where do you see the future of that? Because it feels, when you listen to people talk about healthcare and in this country it feels a little bit unstable.

Karen Kerrigan: It does, because it’s almost like you have, well the government’s going to run it or it’s not, you know? It’s Medicare for all or… Well it is a little bit unstable but as we’ve worked on this issue for the past three or four years, even with the Obama administration as we have on a number of issues, making some good headway on a range of things. We do see light at the end of the tunnel. Some of the initiatives that we’ve worked on which has come to fruition include things like allowing for association health plans or for businesses to pool as part of an association or altogether where they can leverage their numbers to negotiate for more choices and more affordable prices in healthcare. And so we’re beginning to see more and more association health plans come to life.

Karen Kerrigan: I saw for example, the National Association of Manufacturers just started a big association health plan. You’ve got the restaurateurs who are starting them, you have many state based associations who are beginning to start these association health plan. So we help push that regulatory change forward over the last couple of years. But then once it gets enacted, John, these things, there’s lag time, right? And until like the regulation becomes final and then sort of the market responds to that. So that’s one area where we do see some improvement where there was some extra taxes as part of the affordable healthcare act. Some people call it Obamacare. We had a really good success last year where we’re able to, as part of the year end package that passed both Houses of Congress and signed by the president. We’re able to repeal the health insurance tax, which was a tax on insurance companies, but really it directly hits small businesses.

Karen Kerrigan: It was targeted towards small group market and so that’s been lifted and we should see some relief for small business owners over the next year or so. A lot of little things like that that are taking place. Short term plans, which are not for everyone, but we believe that transitional plans in the marketplace. If you’re currently work for a business, either a big business or another business and want to start your own business and you want to have some type of health coverage, making these short term limited duration plans, these transition plans a little bit more practical really helps that person to take a risk and say, look, I’ve got something, I’m ready to jump out in the marketplace. Because actually not having healthcare is a big reason why a lot of people don’t start businesses. But it could, as you know John, you’re right.

Karen Kerrigan: I mean, like you said, it looks like we’re a little bit of turmoil. It depends on the election and what happens in 2020 because most of the candidates, the democratic candidates, have some form of Medicare for all or something like that, or Medicare for some, as I call it. And that will mean more government control of the health care. And from our perspective that is served in many instances to drive costs higher. But there have been some gains made, there’s more to come. There’s definitely more that needs to be done. But there’s a host of things that have been done that were just, the market really has to start embracing these and there’ll be more access to this type of plans by small businesses once we see the associated health plans go full board.

Karen Kerrigan: But the other piece of that, John, I don’t need to belabor this, but is that some of the States are actually suing the government on association health plans for example, and saying, well, the Trump administration exceeded its statutory boundaries. It doesn’t have the right to do this. So when there is a lawsuit involved, that sort of stops some of these things from actually reaching the market. But your observation is absolutely correct in terms of there is turmoil. And I think we’ll continue to see that if we do have some big election changes in 2020.

John Jantsch: Did you know there are over 62 million decision makers on LinkedIn? Yeah. And even small and medium sized businesses are making the most out of LinkedIn ads. They’re using LinkedIn to get their voices heard and their messages to resonate with the audience. And it’s not just about awareness either. LinkedIn ads are driving traffic and engagement. If you want to check it out, try for yourself. LinkedIn is offering a free $100 LinkedIn ad credit to launch your first campaign. Simply visit linkedin.com/ducttape. D-U-C-T-T-A-P-E that’s linkedin.com/ducttape. So there’s some terms and conditions that may apply, but I urge you to go check it out for yourself.

John Jantsch: So move on. Let’s move on to another topic.

Karen Kerrigan: Yeah.

John Jantsch: We as a society, country, move more and more to knowledge and digital workers, one of the real challenges I’m seeing with a lot of businesses that still need skilled labor, they’re really having trouble finding it. The remodeling contractor is having trouble finding carpenters because people aren’t going to school to be carpenters anymore. How would you suggest, I mean, I assume we’re still going to need remodeling contractors for a while. What are you hearing or what initiatives are you working on really to try to kind of keep those types of industries and those types of training programs afloat?

Karen Kerrigan: You’re right. John, we hear this from every single one of our members and when I travel the country, their biggest challenge or their pain point is, I talked about taxes, regulation, healthcare, but that was more involved with like sort of on the government side. But in terms of the operation of their business it’s their number one issue. It’s finding and keeping the employees that they need to operate their businesses. And many of them are missing out on growth opportunities because they just can’t find the people, the skilled employees or even the employees to work in their businesses. And that’s across all industries. It’s one of these issues, I think, that really is… there are no short term solutions to it. But I think a lot of what the Congress on a bipartisan basis has done to work together along with the administration. I think are really making a difference or will make a difference and have in terms of expanding and modernizing a lot of the apprenticeship programs to include more high tech to include more of the workers that are going to be needed to build out 5G, the 5G infrastructure in this country.

Karen Kerrigan: We anticipate 120,000 more workers are going to be needed, skilled workers, to build out 5G which is incredibly important to small business and to our competitiveness to have that next generation of mobile networks. The other pieces is modernizing some of the laws. For example involving grants, Pell grants and student loans is student loans have primarily been given to students who are going to four year universities. Well why can’t we change that where students can use those type of resources or those funds to do some type of training program, apprentices training program to pursue the training that they need to go into a skills trade. I think the big piece also is it’s culturally it’s just the value of all work. And that starts a lot as I meet with small business owners throughout the country and we’re in some of these small towns a lot is, well gee, the parents are saying, well you have to go to college or you don’t need… you shouldn’t be working in this manufacturing plant, it’s harbor.

Karen Kerrigan: It’s like they’re, in terms of this type of work, I mean it’s good paying work. It’s sort of like what the child’s passion is or what they want to do. The parents, what they want the kids to do shouldn’t replace that. So I think it’s really this whole value of all type of work in this country and look at the wages are getting there. I mean they’re becoming very competitive for all this type of work. And then of course immigration. We’re big supporters, we’re a pro-immigration organization. We do believe that there does need to be immigration reform as some of the programs, the H1B visas and all of that. But we also support increased immigration into the country because if you’re going to have a growing economy and if we’re going to have increased jobs, we need more people to come into the country who can fill those jobs. So we’re fully supportive of that and we continue to push more immigration as a solution to our workforce shortages.

John Jantsch: Are there any policies or regulations that you’re working on right now that are kind of hot for you because you feel like they’re really holding small businesses back?

Karen Kerrigan: Well, yeah, there’s a number of them I think on the… Well, one big piece that we work on in terms of encouraging entrepreneurship and supporting small businesses to scale is access to capital. And it’s one of our core issues that we’ve been working on. We, unfortunately there was a huge bill jobs act 3.0 that passed the house in the last Congress. Only four people voted against it. And it was a package of about 30 bills that would improve a lot of the securities laws to make them more modern and it would improve capital markets, capital formation and that didn’t go anywhere in the Senate unfortunately. So we’re working from scratch and we are building support both at the FCC and also in both houses on making some more improvement to debt inequity based crowd funding because we led the charge on making debt inequity based crowdfunding legal.

Karen Kerrigan: It took four years John, to get those regulations implemented. It was crazy, but now we’re starting to see some legs and some momentum around crowd funding, about 2000 startups or small businesses have used title three crowd funding, which is allowing ordinary investors to invest in the businesses that they believe in on regulated platforms. And this is a good thing, but it’s still a little bit too regulatory, still looks too costly. We want to increase the amount of money that can be raised from one million to 10 million because the average seed round for a startup is about 2.5 million. So that is something we’re working on in terms of taking this proven model, there’s been no fraud and saying, gee, we’ve got to make this better and we need to make it better for more businesses and more practical for more businesses to use.

Karen Kerrigan: So that’s both a regulatory and a legislative thing. We also are working on with the National Labor Relations Board on what’s called the Joint Employer Rule, which sort of makes a very restrictive around the definition of an employee and whether they’re an independent contractor and the relationship between the franchise and the franchisee and it’s really hurting entrepreneurship and new franchise development and basically lot of compliance burden involved with that. So the NLRB, the National Labor Relations Board should be coming out with a new rule on that. And we’re working on that. And then there’s a lot of regulatory things the Trump administration is doing and that’s where the action is going to be, John, because we do see this stalemate between the House and the Senate this year and there are some regulatory improvements that the administration is working on in terms of the National Environmental Policy Act that would modernize that and make it easier for projects to be improved.

Karen Kerrigan: This is really important to building out our nation’s infrastructure and getting some of these stalled infrastructure projects going. That’s a big initiative of ours. And we’re also working on, well there’s a whole host of things that I would encourage people to visit sbecouncil.org to sort of take a look at our agenda. But we’re also very much involved with getting… we’re moving barriers to 5G deployment so that we can get this next generation of mobile networks up and going. So we have faster speeds, more wireless service choices, more affordable speeds. It’s going to be really transformative for small businesses and entrepreneurs to have 5G to allow them to use augmented reality and virtual reality. To have customers to be able to actually try on clothes in the comfort of their own home or actually engaged with their products and services so that they can make that sale right away.

Karen Kerrigan: So that is another thing that we think, gee, we can work on without sort of having this partisan divide between the House and the Senate where there’s actually bipartisan support to move forward. And then trade is another thing. There’s going to be agreements with the UK and India and the EU and John, it’s mostly small businesses that are engaged in global markets and more access they have to global markets and the barriers get taken down. Then they could grow more, invest more and instead of to do what they do best for our economy. So that’s just a little snapshot I’m going on and on like a Washington person would do on the floor of the House or the Senate. My apologies.

John Jantsch: Well that’s all right. We covered a lot of ground there. So Karen, we have run out of time. Tell people where they can find out more about the SBE Council.

Karen Kerrigan: Yes. You bet, John. So, SBEcouncil.org and you can follow us on Twitter @SBEcouncil, LinkedIn SBEcouncil, the same thing for Facebook as well, SBE Council. Please follow us on our website SBE Council. You could sign up our E news for free to keep you updated on all the things that we’re working on that impact your business, small business and entrepreneurship in general.

John Jantsch: Awesome. Well thanks Karen for stopping by and hopefully we’ll see ya next time I’m in Washington.

Karen Kerrigan: You bet, John. Hope to see you as well.

Great Experiences Make for Loyal Customers

Great Experiences Make for Loyal Customers written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Micah Solomon
Podcast Transcript

Micah Solomon headshotToday on the Duct Tape Marketing Podcast, I visit with best-selling author, and one of America’s most popular keynote speakers on the topic of building bottom-line growth through customer service, Micah Solomon.

Customer service may have improved over the years, but customer expectations are on the rise as well. Micah Solomon & Associates provide training, consulting, workshops, and presentations that help businesses get modern customer service right.

On this episode, we discuss Solomon’s newest book, Ignore Your Customers (and They’ll Go Away), where he dives into what goes on behind the scenes in creating a delightful customer service experience. From identifying the traits you should look for in customer service hires, to sharing case studies from businesses who are winning at customer service, there’s a lot for business owners to learn on this episode.

Questions I ask Micah Solomon:

  • Why is it so hard for people to get customer service right?
  • What does it mean to be a “customer first” organization?
  • How do you hire for great customer service?

What you’ll learn if you give a listen:

  • How to get inside your customer’s head.
  • How reviews have changed the way we need to approach our customer service.
  • Why delighting the millennials matters in customer service today.

Key takeaways from the episode and more about Micah Solomon:

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

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Klaviyo helps you build meaningful relationships by listening and understanding cues from your customers, allowing you to easily turn that information into valuable marketing messages.

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Transcript of Great Experiences Make for Loyal Customers

Transcript of Great Experiences Make for Loyal Customers written by John Jantsch read more at Duct Tape Marketing

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Transcript

Klaviyo logo

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 Micah Solomon. He’s the bestselling author and one of America’s most popular keynote speakers on building bottom line growth through customer service. And we’re going to talk about his newest book, Ignore Your Customers (and They’ll Go Away), the simple playbook for delivering the ultimate customer service experience. So Micah, welcome back.

Micah Solomon: Oh, it’s great to be here, John.

John Jantsch: I can hear some people snickering saying, “Really, will they go away? Is that’s all it takes is ignoring them and they’ll go away?” But that’s not what we’re here to talk about, is it?

Micah Solomon: Well, I got that reaction once or twice and yeah, it can feel like that at the end of a long day, can’t it?

John Jantsch: It can sometimes, but again, we need those customers. Customers are King. Why is it that this is the part that is so hard for people to get right.

Micah Solomon: I think that by any objective standard customer service has improved over the years, but the thing is our customer expectations have skyrocketed as well. It’s not good enough to just do an okay job. And there’s so much value in doing a fantastic job because we’re no longer in the mad men era where Don Draper and Peggy Olson could convince you that Lucky Strikes were good for your throat, we’re not in that era anymore. We’re still interested in marketing, but only if it’s consonant with our experience as customers and the experience that our friends and the people we listen to online are having.

John Jantsch: Yeah, and I think the hard part about it is, I mean, really at the end of the day, businesses love their customers. They want to treat them well. They don’t want to provide bad service. But I think people underestimate just how hard it actually is to do it elegantly.

Micah Solomon: That’s exactly right. And I like to say I might… You’re interested how I’m a keynote speaker, I’m also a consultant. In fact, Ink crowned me the other day, Ink Magazine, as the world’s number one customer service turnaround expert. And then, which was so sweet and then he admitted I’m also the only one he’s ever met. But what I do is I walk into companies and I mystery shop them and see how they’re doing. And then I work with them to transform their customer experience, and what I find is most of the companies that hire me are already doing pretty well. They already understand the value of stuff, but they want to reach that exceptional level that you’re talking about. And it is hard. It is really hard. There’s many aspects to it.

John Jantsch: Yeah, that’s an interesting point because I know over the years a lot of the companies that have hired me to do marketing consulting are ones that kind of outwardly look like they’re doing all right. But it’s-

Micah Solomon: Yeah, exactly.

John Jantsch: … it’s the mentality of, but I want to invest in this that I think is really what you’re experiencing probably as well, isn’t it?

Micah Solomon: Yes. That sounds right.

John Jantsch: The kind of phrase or buzzword out there now is to be a customer first company. How do you take that beyond just the-

Micah Solomon: Smiling harder?

John Jantsch: … Team meeting?

Micah Solomon: Customer first, it’s a little bit of a misnomer, at least when I’m talking about it. I would say arguably employees should be first because they’re going to be delivering the service. But what we’re talking about with customer first, if we’re talking about the right way, is to take the customer’s perspective. I call this Micah’s Red Bench Principle, and it’s that the customers really only care about themselves. They care about their kids for sure and their spouse and their dog and so forth, but they don’t care about us as much as we wish they would. We need… Sadly, it’s true. So we need to see things from their perspective and understand they’re not really interested in our organizational chart, they’re not interested in any of that. If you can frame things in your mind and in your processes and in your attitude from a customer’s perspective, you’re going to do a lot better.

John Jantsch: All right, so that leads us right to how do you get in their head? I mean, how do you get that perspective?

Micah Solomon: Well that is an excellent question. You hire someone like me and I mean, there’s many different ways to do it, but you can hire someone like me to be your customer and see how it goes. And I can learn a lot. You could do this yourself as well. I would check all these things that you think are running fine and probably aren’t like… John, you’re like me, so you probably check this. But most companies never check their web forums to see if anyone actually answers those inquiries, the answers usually never. You check all those things. You make sure that it’s working the way a customer would want it to. On the website, you may want to hire a user experience person because that stuff’s really important too.

John Jantsch: Yeah, yeah. Our customers get to publish now. How has that dynamic changed not only customer service but certainly the need to be intentional about it?

Micah Solomon: I think of customer service as the new marketing and if you do a great job, if you provide a good customer experience and a warm customer service, then people are going to talk about you and they’ll also talk about you if you’re efficient and you’re in the right location and all that. But one thing they love to talk about is how they’ve been treated, so it’s extremely valuable. It’s also, I mean it’s arguably free. The staffing right, and so forth is not actually free but you do what you’re supposed to be doing and you get this free marketing as well, and of course it can go the other direction as well.

John Jantsch: Who in your mind, and I know you profile some bigger companies in particular that are household names in the book, but who do you think’s getting it right? That’s part A, and then maybe talk about a not so well known company that you think has gotten it right and that that’s made a difference.

Micah Solomon: The companies I cover in my book, Ignore Your Customers (and They’ll Go Away) range from ones that we all think about, Nordstrom’s, Zappos, we spent some time with both of them, USAA, which is huge in insurance and financial services and a lot of other stuff. Virgin Hotels, which actually will eventually be an enormous chain, but right now is only just a couple of hotels, we spent some time with them. Safelite Auto Glass, which if you think about it, they come into your life probably on a challenging day. I mean, best case is a rock hit your window and you need a new windshield. Worst case, someone actually intentionally broke your window because they broke into your car and replacing the windshield is only one of your problems. They come into your life on a bad day and they don’t only strive to make things okay, they strive to delight you. I spent some time with Safelite Auto Glass.

Micah Solomon: Some companies that I can see, John, neither of us need this but Drybar, which is for women and maybe men who are in hairbands, they’re the people who have done so well by offering a blow out and styling, we spent a bunch of time with them. MOD Pizza, which is growing like gangbusters and a voice over IP company named Nextiva. All of those, I would say are doing a spectacular job in very different industries.

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 auto-responders 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: Tell me a little bit about Safelite? Because I had one of those experiences where I had to replace my windshield. And I will tell you that I think the entire experience, I wouldn’t… I’d love for you to talk about the delight part, but I will just tell you from a get the job done part, it was delightful. I scheduled, they came out at the scheduled time, they replaced it, everything went great. I mean, from my standpoint it was so convenient, I was able to schedule the entire thing online, pay for it online. The person came out, I didn’t even know they were there and it was done. I mean, from that standpoint it was as frictionless as possible, but what did you find that they do that you feel is over and above that?

Micah Solomon: That’s a lot of it. And to pull that off is harder than I would imagine. They have to have the part ready, they have to marry the part to the work order. And then they’ve worked really hard on the scheduling part. They first did something that was too restrictive where they told you exactly when the driver was show up, but what they found was that the drivers out in the field wanted a little more control over it because maybe another job is going a little longer, they involve the drivers in that. They’ve done some things for people who are really worried about personal safety. You now get a little photo of the person, a little bio and so forth. I guess someone shows up, they’re a totally different person, you could head it off at the pass. The delight part. I think it’s most of those things that you talked about the frictionless, but it’s also the customer service training that they’ve gone into to make sure that they are treating you well on a personal and personable level.

John Jantsch: Let’s talk about silos inside of organizations.

Micah Solomon: Oh, no.

John Jantsch: A lot of organizations have marketing and sales and service, as separate arms of the organization. Maybe you’ve not encountered any of these, but I’m told they exist still today. When it comes to the idea of customer service, or a perspective about this customer first thinking, what role do marketing and sales play in that? Again, I know that’s a really loaded and big question, but I guess in some ways, another way I could ask that is as how do you get every marketing, sales and service kind of all on the same page?

Micah Solomon: Well this is really important and many people have studied this. You don’t want the salesperson who over sells beyond what the customer support team can really bring to life. Marketing, you don’t want to over sell your product and then have it be beyond what your company can provide either. That’s very important. And then having the salespeople really know the product, really know the team that’s supporting the product. I think all of that’s extremely important. Now, John, you live way out in the country, so doesn’t it potentially get a little bit sick when people talk about silos and it’s entirely a metaphor at this point?

John Jantsch: That is a good point. I grew up on a farm, so we put grain in those silos.

Micah Solomon: Totally.

John Jantsch: All right, let’s talk about generations. I have four millennial aged children and their buying habits or the way that they consider who they’re going to buy from, who they’re going to stay with are substantially different than mine, I think. Or at least a different setup. I wouldn’t say there’s… We have the same values and connection with companies. But I think that, for example, if they go on a website, it doesn’t work the way they think it’s supposed to work, that’s the end of the story. Whereas I might go, ah, this is clunky, but they’re a good brand. I like them and I might fight through. From a service standpoint, how do you work with companies that A, have multi-generational employees maybe or B, certainly customers?

Micah Solomon: I tend to focus on the customer side. And what I would say is that all of us are becoming millennials. If a business can delight John’s kids, are they girls? Are they?

John Jantsch: Yes. All four girls.

Micah Solomon: Four girls and two of them are millennials, that’s awesome. My feeling is if you can delight the millennials, then pretty soon you’ll delight their older brothers and sisters and then you’ll delight John as well. I was talking with Herve Humler, who’s one of the actual founders of the Ritz Carlton Hotel Company and he said that’s how we do it. If a millennial is asking for something, we’ll figure that mom and dad are going to ask for it pretty soon. And I think that’s very important. There’s even a group on Facebook called My Life’s Officially Over, My Parents have Joined Facebook.

Micah Solomon: What do millennials want? They want it to work. They expect it to work. I mean, I think of millennials as technologically savvy is sort of true, but what they really are is what you said John, they’re technologically intolerant. When I describe having a 1984 Mac, yeah, I talked to millennials, they’re like, “Oh, that’s really cool.” And then I say, “Well yes and no. Can you believe that to install Microsoft Word, I had to switch in these floppy disks for five hours?” And they’re like, “No, that computer is dead to me. I like the old rainbow logo, but that’s about it.” They’re technologically intolerant, but I think that really keeps us on our toes. They’re also very interested in what is perhaps incorrectly called authenticity, but they’re okay with businesses with a little bit more of the warts showing because it’s more personable and they are good with what I call an eye level or peer on peer style of service.

Micah Solomon: They don’t want you putting on airs like we see in Buckingham Palace and all those historical shows with the one arm behind the back and stuff. It’s more like… And I was interviewing millennial traveler for one of my books and she said, “What’s comfortable for me is someone who’s serving me, but we are on a level, I understand that next week if I was short on money, maybe I’ll be working as a barista. That’s the style of service that’s most comfortable for them.”

John Jantsch: Couple of great points there. All right, let’s talk about hiring for customer service. I think that some of the best customer service people are just born that way, and you may dispute that. But I mean, how do you keep a… If as your company grows and you’ve built this brand on people love us, we serve them well how do you keep that culture alive with the fact that you have to get bodies in seats, in some cases.

Micah Solomon: Sometimes the reason, and I can speak from experience, having literally started in my basement, sometimes the owner is so great about customer service and not totally because it’s their personality. But because you have a proverbial loaded gun to your head, I mean, because we know the value of every customer. You need to get this across that every individual customer is irreplaceable. I would actually argue that customers in the plural sort of doesn’t exist, that our only customer is the one that’s in front of you right now. Born that way is a very important point. If you can hire for traits, it’s ideal. Now, if you’re in a very technical field, Google, you also have to hire for technical aptitude and maybe even in technical training, but for customer facing positions, if you can hire for traits you’ll do best. Do you have a second for me to tell you the traits you want?

John Jantsch: Yes, I do. I’d love it.

Micah Solomon: All right, so I’m going to give you a rule of thumb. I will, however, say it’s better to go in with one of these great companies like Gallup that has a more involved methodology. But a lot of people aren’t going to do that, so I’ve got a rule of actually all five fingers. Here’s how to remember it. Picture the superstore, Petco. All right? And then outside of Petco, put a big wet dog. All right, so John, what is the superstore?

John Jantsch: Petco.

Micah Solomon: Right. And is the dog dry or is it wet?

John Jantsch: It is wet and in fact it’s getting ready to shake.

Micah Solomon: All right, so you have this big wet… So the reason you want to remember this is because my five traits that make you really good at customer service, spelled wetco, W-E-T-C-O. It’s silly but it works. W is warmth, this just means they like other people. E is empathy, this means they can sort of, well not sort of, they can actually sense what another person’s thinking without them saying it. T is teamwork, this is a willingness to involve your entire team to find a solution for the customer. C is conscientiousness, this means detail orientedness and O is optimism. Specifically, it’s what Marty Seligman calls an optimistic, explanatory style. If you get someone with an pessimistic explanatory style customers they can have a bad day and they can bite your head off and you have to be like, “Oh my goodness, I must’ve done something horribly wrong.” You’re going to call in sick for the rest of the day. Go home, never come back to work. Understandable but not ideal.

Micah Solomon: What you want is someone who will say, “Oh, well that was a challenging conversation. I hope she feels better tomorrow.” Maybe I could have done better. I’m going to talk it over with my manager, but I’m also going to dust myself off, go back to work. Warmth, empathy, teamwork, conscientiousness and optimism. Those are the traits to hire for. However, most of us have already hired, however we’ve hired. And so we’ve got these people, well, what can we do? Well, some of these things can be trained for, there’s a kind of empathy that can’t be trained for, that’s called dispositional empathy. And that’s just the born that way part. But there’s another kind, which is called situational empathy. And this can absolutely be trained for.

Micah Solomon: For instance, in health care, sometimes I consult with hospitals. One of the issues they have is that those nice, hopefully nice people on the phone doing the scheduling, they’re generally in a different building from where the patients are. They don’t encounter a patient all day and almost none of them has ever been an inpatient in a hospital. You have these two barriers to the dispositional empathy that they need. What do you do? Well, you realize it’s a problem, or as we call in the biz, a challenge and then you get working on it. You simulate clinical moments. One thing I’ve always suggested for nurses, and none of them have ever taken me up on this, but with nurses, I say, “Hey, you want to know how long it seems between when that buzzer’s pressed and when you show up? How about this? Drink four liters of water.” No one has taken me up on it. But you get the idea, right?

John Jantsch: Oh, yeah, yeah. Yeah, that’s interesting. I thought you were going to suggest that they were going to inoculate them with some infectious disease or something so that they would all have to spend two weeks in a hospital or something.

Micah Solomon: Oh gosh, no. But there are things like that you can do if you want to think about your customers who have disabilities, there are these heavy boots that you can wear to give you a feeling. And so yes, so some of that, but mostly it’s going to be role-plays and video and in person training.

John Jantsch: Speaking with Micah Solomon, his latest book is Ignore Your Customers (and They’ll Go Away). Micah, tell us where people can find out more about you, your work and your books.

Micah Solomon: Come to my website if you don’t mind, you’re going to have to be masterful at spelling biblical names. It’s micahsolomon.com which is M-I-C-A-H at M-I-C-A-H-S-O-L-O-M-O-N. There’s no a and solomon.com or if that’s just too much for you. Here is my favorite. John, this is very Abby Hoffman, I have a URL just for the book and it is ignorethisbook.com.

John Jantsch: Oh, that’s awesome. Well, Micah, thanks for dropping by and next time you talk to Ira, tell him you were on a show that’s more popular… Probably not more popular, somebody thought was more influential than him. Hopefully we’ll run into you soon next time I’m out there on the road.

Micah Solomon: Thanks for everything John.

Embracing Individuality to Grow Your Community

Embracing Individuality to Grow Your Community written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Bryan Wish
Podcast Transcript

Bryan Wish headshotOn this episode of the Duct Tape Marketing Podcast, I sit down with entrepreneur Bryan Wish. He is the founder of BW Missions, an organization that helps clients develop their brands and communities globally.

Growing up, Wish never quite felt like he fit into any traditional boxes. Instead of getting discouraged by feeling different, he decided to embrace his individuality.

The more he started applying himself to different groups and starting initiatives on his own in partnership with organizations, the more confident he felt that he could do anything he put his mind to.

By discovering who he was and where he fit into the world, he found others who shared his worldview. It was this journey that encouraged him to help other entrepreneurs, leaders, and authors discover their purpose, voice, and mission so that they can build a strong community around them.

On this episode, he talks about how he helps others clarify their entrepreneurial journey and how you can apply some of his approaches as your build your own business.

Questions I ask Bryan Wish:

  • Why is the word “mission” part of the name of your company?
  • How do you work with people, and what’s unique about your approach?
  • What’s the best way for those with a personal brand to extend their work?

What you’ll learn if you give a listen:

  • How developing yourself as an individual is critical to your success as a mission-driven entrepreneur.
  • How to strike the right balance between authenticity and network-building.
  • The one thing anyone can do to be better at relationship building.

Key takeaways from the episode and more about Bryan Wish:

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

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Transcript of Embracing Individuality to Grow Your Community

Transcript of Embracing Individuality to Grow Your Community written by John Jantsch read more at Duct Tape Marketing

Back to Podcast

Transcript

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John Jantsch: This episode of the Duct Tape Marketing Podcast is brought to you by Zephyr CMS. It’s a modern cloud based CMS system that’s licensed only to agencies. You can find them at zephyrcms.com, more about this later in the show.

John Jantsch: Hello and welcome to another episode of The Duct Tape Marketing podcast. This is John Jantsch. My guest today is Bryan Wish. He’s the founder of BW Missions, and organization that helps clients globally build communities and develop their voices. So Brian, thanks for joining us.

Bryan Wish: Well John, thanks for having me. It’s been a long time in the making and it’s been great following your work over the last couple of years.

John Jantsch: So I’m very intrigued by what you’re doing with BW Missions. But before we really get into that, I guess I’d love to hear, I think a lot of people like to hear entrepreneur’s journey story. How did you get to here? What led you to here? Why did you decide to do what you’re doing?

Bryan Wish: Yeah, John, that’s a good question. I think understanding the roots of how someone came to be is very smart, very important. So I’ll take you back to my earliest memories as a kid. For me, I think I was the person who, I don’t think I was born an entrepreneur or born actually going out on my own to do this life. I think what happened for me is the more I tried to fit into very specific boxes, sports teams, colleges, programs or groups, the more I didn’t fit in and the more I was forced to stand out, whether I wasn’t good enough to make the cut line, whether I was bullied by the group cool kids. It was always the things I tried to fit into that said, okay, you’re a little different and you’re not meant to be here.

Bryan Wish: So when I got to college, I took all that weight and chip on my shoulder mentality and I said, I’m just going to figure out who I am. I’m going to go balls to the wall and I’m going to just do a bunch of things. The more I started applying myself to different groups, picking initiatives, starting things on my own with organizations, the more I started to realize, you know what, I can do anything I set my mind to. And it was this completely new perspective. It was the most liberating perspective for me as an individual where I started building confidence for the first time in my life. And from there I look at that as this pathfinding journey of self discovery, of who am I, and where do I fit in in the world. And as soon as I started taking charge and ownership of my own life, I started finding the people who are more like me.

Bryan Wish: Then I started getting involved in some very incredible projects with different brands where I led sports programs for the Hawks and the Braves. And then I started a digital media platform after college where I spent my entire savings and went bankrupt on it. But it’s okay, it was the most fulfilling thing ever. And then I spent two years really learning the craft and digital media with Allen Gannett, I built a global communities of investment fund for a year and a half, and kind of took all this experience in the last four or five years, and I said, I know two things, I love building and sharing voices. I love building communities. How do I do that for a group of people who’s already standing out with their own voice, or has a message. I’ve really doubled down on the same things I’ve been passionate about my whole life and things that have led me find my own path.

John Jantsch: So the word mission is actually in the name of your business. So help me and listeners understand why that’s part of the name of your company.

Bryan Wish: Yeah, absolutely, John, it’s a good question. So I think to be a fulfilled entrepreneur or someone who is aligned with the money they’re making and the way they’re making money, I think they really need to connect to what they’re doing. And so I’ve always looked at how we take on clients. If we’re pushing their message forward, if we’re building a community around their message and what they want to be known for, what’s the impact on other people if we do that really well? And how does our work with them scale to help other people in a very mission driven way?

Bryan Wish: So working with various clients who are doing really good work and have strong messages, I look at us, the more we amplify their voice and touch lives of other people, the more we transcend our own impact as a company. So it’s very in line with doing positive work, not just taking a six figure contract from our brand. I think that’s why we’ve really identified working with individuals in building those brands out because it’s a much more fulfilling and connective experience.

John Jantsch: So when, especially with the folks you’re mentioning, I’ve often said that I think entrepreneurship is one of the greatest self development programs ever created. You either you either evolve or you get run over and you go back and get a job somewhere. So how do you relate that idea of constantly working on yourself as actually personal branding?

Bryan Wish: Yeah, I think, hmm. So, let me start a little outwards and I’ll come back into the question. So one of the points I reached out to you on, I think six months ago, was when a client and very close mentor, in a way, actually their coach now, Mark Green, said, “You should check out John’s stuff.” And I said, “Oh, I’m already familiar with John’s stuff, but he’s great and I’m glad you were able to connect in San Diego or in California for an event.” And Mark always says, which I really love, he says, “To scale your business professionally, you have to scale yourself personally faster.” And he says that much more eloquently and punchier as he always does. So I think we get to a point in the business as we grow, if we haven’t developed personally at the level that can support that growth professionally, and we don’t have the right foundation for our own lives, we’re going to fall on our feet professionally. And I learned that actually the hard way with the first company. And so with this company now, at BW Missions, I have had to put very hard and clear boundaries and pieces in place from a foundational level to support the growth of the company, which has happened fast. So it’s for soft development to happen on a personal level to sustain the growth of the business professionally.

John Jantsch: So give us a little bit of a roadmap of how you actually work with people. What’s unique about your approach, and not just the mission driven component, but how does that actually play out from a tactical standpoint?

Bryan Wish: Yeah, that’s a good question. So typically somebody approaches us who wants to be known for a particular topic, that might be focused on productivity, that might be leadership in business coaching, that might be mindset, that could be e-sports and gaming. But they have something they want to say so they reach out to us. If we start working together, what that looks like is we do self-discovery work as part of the onboarding session. We have an a very intricate and deep onboarding process where we really get to know everything about them, from their childhood roots to who they are now and where they’re trying to go in their future. And we do a full process where we get all that information, and that’s ongoing throughout the entire process. That never stops. Then we start figuring out, okay, who is this person trying to connect to?

Bryan Wish: What does that person look like? How do we get in front of them? And why would their work be valuable to the people that we want to build that around? And then we take the channels in front of us, we take some of their vision for their own brand and we kind of put all the pieces together, developing regular posting, building out different digital assets, whatever it might be. It’s almost like a dressed up idea inspired marketing agency. But I think what we’re selling is pathfinding. We’re going to build them the best strategy and plan forward for them and we’re going to do it in an extremely tailor made way.

John Jantsch: Today content is everything. So our websites are really content management systems, but they’ve got to work like one check out Zephyr. It is a modern cloud-based CMS system that’s licensed only to agencies. It’s really easy to use. It’s very fast, won’t mess with your SEO. It really reduces the time and effort to launch your client’s websites. Beautiful themes, just really fast profitable way to go. They include an agency services to really make them your plug and play dev shop. Check out Zephyr.com. That Z-E-P-H-Y-R CMS.com.

John Jantsch: So obviously with all of the things online, the Facebook advertising, webinars, all the stuff that people are doing to kind of get that message out. I think people are getting really tired of the fact that people are just blasting stuff out because they can, showing up everywhere. I think we’re all exhausted really from what just feels very spammy. It started I supposed with email, but now it’s everywhere, because marketers always ruin everything.

John Jantsch: So, how do you bring … Ultimately what you’re saying is the best marketing is relationship building. I think we’ve all … But people have sort of bastardized what relationship building is even today. So how do we stay authentic? How do we just say, “Hey, here’s me. Take it or leave it,” but at the same time, realize that if we don’t get ourselves in front of enough people, we’re not going to be able to have the impact we want.

Bryan Wish: Yeah, absolutely. So let me answer this, before I talk about relationships in a way of self discovery. I shared an article this morning and there’s a graph in the article and it said, the better we know who we are as individuals, the deeper that we can connect with the people around us. And I think it’s a really powerful way to look at relationship building, because we need to know first like who we are so when we talk to people who like us or understand us, we know how to connect back to them, and as they’ve done that work themselves too, the connectivity of the relationship is going to be even stronger. With that said, when of understand that, you can be a little more vulnerable in those conversations, and being able to be vulnerable in a way that is tactful and not in your face, like, here’s my sob story, you can really build a emotional connection with someone and that will drive a longterm relationship.

Bryan Wish: Now to go back to, okay, how do we show up online, John, there is a lot of spam out there. There’s a ton of noise and it seems like everyone is doing it. The approach that we take with clients, that I take with my own branding or try to take is I really focus on the pillars of the storytelling aspect of really sharing a message that, yes, I might be able to promote something, but how do I 90% of the time share a story that’s going to be insightful to my audience, that might be able to get across a couple of different messages, that really encapsulate who I am as a person. And if that speaks for my business too, I think that means you’re doing it right because you don’t have to hardcore promote what you’re doing for people that want to work with you. I think those are the best, just show up authentically online as you would in person. I think that’s a really hard skill to master, and I think so few people understand, but I think what people do need to understand is it starts with understanding who you are within first so you can connect with people deeply and you then you can show up online and stand out with things that you really care about.

John Jantsch: So with all the various forms and platforms, I think that’s the thing a lot of people struggle with, is that are there very specific forms of content, very specific places in which that context for that content can happen that is more effective. If you’re that professional who is trying to create a personal brand, is there a roadmap to say, well, here’s how I’m going to get my message and my story in front of the right people?

Bryan Wish: Yeah, that’s a good question, John. I think it really comes down to the person that you’re talking to or who wants to build a brand. If it’s a 14 year old who is an epic scooter rider, they’re probably … Not that they’re thinking about their personal brand, but okay, probably tik-tok is going to be great for them. Because it’s going to entertain a bunch of teenagers across the world and why not. I like to think about, okay, what is the person trying to do? What message are they trying to tell and what platform best supports that message? To go a little deeper, I was speaking of the email founder of a certain company a year ago and we had a really big conversation around email. It’s the only place you can own your own distribution. So yes, there’s certain platforms business, if you’re a business CEO, you’re probably going to be on LinkedIn, you probably should have Twitter. But at the end of the day, if you’re trying to stand out and have a personal brand or if you’re on an author, I think having email distribution lists that you own and can build upon is the best long term strategy using these platforms as vehicles to continue to build that audience and make sure you have a centralized tone to bring everyone back to, which I know you understand in your work.

John Jantsch: A lot of authors have over the years taken the extension of their books and turned them into courses and things of that nature. I’m seeing a tremendous amount of burnout on things like that, because the Udemy’s of the world that you can go find out any course for $19. So how do particularly authors or personal brands, what’s the best way that you’ve seen for them to extend their work? It used to be just one-on-one. You’d write a book and then you’d create a course and then you’d do consulting. It was like the ladder was very natural. I think that that ladder has gotten very disrupted. So how does that model work today?

Bryan Wish: Sure. So yes, I do think courses are still relevant. I think you can go to Udemy to get your course out there. I think it, what kind of brand that you’re trying to build? How are you architecting the brand? Are you building a quality brand from the start? Because if you are, do you really need to go to a platform like Udemy is just providing an audience for you?

John Jantsch: I guess what I was saying is that it’s gotten harder just to build the $900 course because the $19 course seem to offer the same thing.

Bryan Wish: Totally. So I think again though it comes down to if you’re architecting a brand that’s perceived in a very high way, if you’re an author, you might be able to get away not going on Udemy and also offering an $800 course. Is that the right thing to do? It depends. What’s the value being given? Is there a model though where they can go on Udemy and maybe create a shorter course that can take you to a bigger course? I’ve seen that be done multiple times and then just to build on this concept, the digital is a great way to do it, but the way I’m seeing a lot of … Where we’re even transitioning as a company and evolving is, okay, the digital is great. How do we create a whole speaking side to the business? Because it’s one thing to have an in person message. How do we build a product line around being able to get people voices in front of real audiences in real time.

Bryan Wish: And I think that creates even deeper connection. So creating vehicles that extend the message for authors or CEOs to share something, it doesn’t always have to be to make money through a course or from book sales or consulting. I think there’s a whole speaking model and then there’s a whole content partnership model as well that are [inaudible 00:16:23] that can be done very tastefully. So it just depends on what are the end goals of the person and what fits to them as a brand.

John Jantsch: So give us your, if somebody came to you who feels like, hey, I want to take it up a notch and I just want you to tell me what would it be one thing I could do to actually do a better job of relationship building? I know that’s hard question.

Bryan Wish: No, I think that’s great. I would say go deeper with the ones right in front of you that you really value already. Because I think that we’re very lucky in this world to have very close relationships and if we have three, four or five really good relationships instead of just trying to add to the stockpile, why don’t you just go even deeper on the ones that are right in front of you? Because if you do, and that works really well, I’m sure they know other people just like you, and their friends become your friends and your network multiplies over and over again with people who are just like you. So your trial evolves and compounds because you’ve actually taken the time to invest really hard and in ones that feel just right to you, or that feel more like 100% as opposed to 70%.

John Jantsch: Awesome. So Brian, tell people where they can find out more about you and the work you’re doing at BW Missions.

Bryan Wish: Yes, absolutely. You can find me, my email is Bryan, B-R-Y-A-N, @bryanwish.com. My website is BWMissions.com and you can reach out to me on LinkedIn. I’m on Twitter and Instagram, but I think email, LinkedIn would be the best.

John Jantsch: Awesome. Well, thanks for taking time today, Bryan, and hopefully we’ll run into you soon someday out there on the road.

Bryan Wish: Thanks, John. Thanks for having me. I’m excited to see what you do next.

How to Build Your Ideal Client

How to Build Your Ideal Client written by John Jantsch read more at Duct Tape Marketing

If someone asked you right now who your ideal client was, would you be able to tell them? Having a clear picture of your ideal client is a critical part of growing your business. It’s nice to want to do business with everybody, but realistically, there are going to be some who are a better fit for your business than others.

When you get really clear about who you work best with, you can begin to seek out prospects who fit that perfect mold. And when you’re targeting the right prospects, you’re spending less time on folks who will never convert. Instead, you’re building up a base of clients who will be thrilled with your work and enthusiastic about referring you to others.

So how do you build your ideal client? These five steps will help you develop a crystal-clear, refined vision of just who they are.

Before We Dive In…

There are a lot of small business experts out there who are pushing the idea of zeroing in on your niche from day one. While we are firm believers in serving your ideal clients, I’d also caution strongly against settling into a niche too quickly.

When you start a business, you think you know who you want to serve. But sometimes, through the course of running your business, you discover that your ideal client is actually someone very different from the person you envisioned.

When you niche too early in the process, you cut yourself off from the possibility of discovering your ideal client organically. No, you can’t leave things open-ended forever, but it doesn’t serve you to come in with a rigid and narrow set of expectations from the start.

1. Begin With Profitability

Once you’ve been in business for a while, it’s time to develop a sketch of your ideal client. The first step is to consider profitability. No matter how awesome a client is personally if they’re not paying your bills, they should not be your main focus.

Take your full list of clients and rank them from most to least profitable. Are there any commonalities among those at the top?

These similarities might be demographic, behavioral, psychographic, or geographic. Perhaps clients in a certain age bracket are the most profitable. If yours is a B2B, there might be one industry that stands out.

When it comes to behavioral traits, are there certain purchasing habits or ways of interacting with your brand that these profitable clients have in common? Maybe you find that your best clients are very active on social media.

Psychographics are about people’s values, attitudes, interests, and motivations. Do your clients have similar beliefs or lifestyles?

Lastly, consider geography. Is there a certain geographic area where your best clients reside or work?

2. Who’s Referring You?

Your best customers aren’t just those who are giving you a lot of business themselves. Your top-tier clients are also referring you to others. Up next, take a look at which of your clients are referring you, how often they’re doing it, and how frequently those referrals result in new business. As with the profitability ranking, it’s helpful to chart this all out so that you can fully visualize where each client stands.

Paying attention to referrals isn’t just about making yourself feel good. Sure, it’s flattering to know that someone liked your product or service so much that they told their friends about it, but it’s bigger than that.

People who refer you to others are having a best-in-class experience with your business. And they’re having that experience not just because you strive to give everyone great service, but because what you offer aligns perfectly with their needs.

When you see them referring you to others—and those referrals also signing on as clients—you know you’ve honed in on a very narrow, specific segment who needs the solution you provide and loves the way you solve their problem. And that’s what an ideal client really is.

 

 

3. Go Straight to the Source

Analyzing profitability and referrals is a great place to start, but you can’t stop there. If you want to fully understand how your business’s solution relates to your ideal client’s needs, you’ve got to ask them. Now that you know who your top clients are, reach out and inquire if you might have a bit of their time.

Depending on your business, there are a number of ways to gather feedback. An email survey is often the quickest and easiest way to reach your ideal clients. But if possible, a call or in-person meeting can help you gain even more insight into their needs, wants, and behaviors.

These are the types of questions you should ask your customers:

  • What’s most important to you?
  • How do you define success?
  • What are your biggest challenges?
  • What’s a typical day for you?
  • What holds you back from making a purchase?
  • How do you research prior to buying?
  • How do you come to a final purchase decision?
  • What influences you? (i.e. publications you read, social media personalities you follow, etc.)

These questions help you to reinforce or reevaluate your earlier assessment of common traits. Sometimes these interviews unearth another shared trait to consider. Other times they help you understand the connection between two seemingly unrelated traits that kept appearing in your clients’ profiles.

4. Get Clear on the Must-Haves versus the Nice-to-Haves

By this point, you’ve developed a clear picture of the type of client you’d like to attract and have clearly defined their problem and how you solve it. Now it’s time for you to get clear on your dealbreakers. When it comes to your clients, what are the must-haves, what’s nice to have, and what’s an ideal quality?

By grouping the traits you’re looking for into these three buckets, you can quickly and easily evaluate each prospect that comes your way. If they’re missing a must-have trait, you shouldn’t do business with them. Nice-t0-haves, on the other hand, are negotiable.

It’s always a good idea to start with your must-haves. Be realistic—it doesn’t pay to have a mile-long list of must-haves—but on the flip side, don’t omit qualities that really are your must-haves for the sake of being nice or easy-going. You’re not sharing this list with clients, so it’s okay to be honest about the traits you need your clients to possess.

From there, move onto your nice-to-haves. These are the traits or characteristics you’d really like to see, but you can still work with a client even if they don’t tick all these boxes. For example, as a marketing consultant, we find it’s nice to work with clients who have an internal marketing person. It makes it easier to execute on the strategic vision we outline for their business. However, we can still do great work with a business that doesn’t yet have an in-house marketing team, so we’re happy to talk with businesses that don’t have that capability yet.

Finally, you move onto your ideal traits. This is more about those psychographic and behavioral traits we talked about earlier. Do they share your core beliefs? For example, if you run a B2B and want to work with businesses that give back to their community, that goes on your ideal traits list. Sure, you’ll consider clients who don’t incorporate giving into their business model, but the business who shares a percentage of their profits with local environmental groups and helps plant trees in your community every spring is a business you aggressively target and pursue.

5. Create Buyer Personas

The last step in all of this hard work is making sure that you stay true to your convictions. You’re armed with all of this information about your ideal clients and the type of people you’re most excited to work with. Now it’s time to spell that out so it always guides your sales and marketing strategies.

Most businesses won’t have just one ideal client, and that’s why it’s helpful to create personas to represent the handful of clients you’d like to target. Personas are essentially sketches of each of your ideal clients.

These personas should include answers to the following questions:

  • What does this persona look like (demographics, psychographics)?
  • What problems are they trying to solve?
  • What behaviors help you identify them?
  • What objections must you overcome?
  • Where do they get their information—books, websites, social platforms, magazines, etc.?

Some businesses go so far as to create actual profiles for these personas, complete with a name, picture, and bio for each. Whether you take this more creative route or prefer to keep this information in a word document or spreadsheet, what matters is that you make it easily accessible for your reference.

Each new prospect that you encounter should be evaluated against your personas. Do they fit one of your profiles? If not, they’re likely not worth pursuing.

Business owners are sometimes afraid to get this specific in building their ideal client. They fear they’ll shut out prospects and miss a great opportunity. But the reality is, the more specific you can be in defining your ideal customer, the more likely you are to attract the right type of prospect. And in the end, it’s about quality, not quantity.