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The Evolution Of The Podcast

The Evolution Of The Podcast written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Todd Cochrane

In this episode of the Duct Tape Marketing Podcast, I interview Todd Cochrane. Todd is the CEO of Blubrry Podcasting – a podcast media company that represents 105,000 Audio and Video podcasters in which his company provides advertising opportunities, media distribution/hosting, podcast media statistics, and other services. He is a podcast advertising specialist, and he founded the Tech Podcast Network in 2004.

Key Takeaway:

Podcasting and the podcast industry have changed over the years in many ways like the way podcasts are produced, how more easily accessible it is to start your own, and how the monetization of podcasts works today are just a few examples. In this episode, I talk with Todd Cochrane, the CEO of Blubrry a podcast media company, about how the podcast and audio content has changed over the years and where it stands today.

Questions I ask Todd Cochrane:

  • [2:07] What shows are you hosting today?
  • [2:54] What does the podcast media company look like today, and what was your idea for starting it?
  • [4:32] Is that was that the initial vision was to just make it easier to get those shows syndicated?
  • [5:48] Do you think podcasting is the hottest advertising medium going on today?
  • [7:06] Would you say that we are almost at a point where we need to redefine what a podcast is?
  • [8:09] What’s your take on the distinction between audio and video and what people consume most today?
  • [12:02] What are your current feelings about the technology that you’re using?
  • [15:48] Could you talk a little bit about the opportunities you think are out there with this form of advertising?
  • [19:01] Do you think podcasting is going to go in the direction of subscriptions and paying for content like other mediums have?
  • [20:55] Is there anything coming for Blubrry that people might not know about yet?

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John Jantsch (00:00): This episode of the duct tape marketing podcast is brought to you by the MarTech podcast, hosted by Ben Shapiro and brought to you by the HubSpot podcast network with episodes you can listen to in under 30 minutes, the MarTech podcast shares stories from world class marketers who use tech technology to generate growth and achieve business and career success all on your lunch break. And if you dig around, you might just find a show by yours. Truly. Ben’s a great host. Actually, I would tell you, check out a recent show on blending humans, AI, and automation. Download the MarTech podcast wherever you get your podcast.

John Jantsch (00:50): Hello, and welcome to another episode of the duct tape marketing podcast. This is John Jantsch. My guest today is Todd Cochrane. He is the CEO of Blubrry podcasting, a podcast media company that represents 105,000 audio and video podcasters in which his company provides advertising opportunities, media distribution, hosting, pod, media stats, and other services. He’s a podcast advertising specialist and also founded the tech podcast network way back in the dinosaur days of podcasting 2004. So Todd, welcome to the show.

Todd Cochrane (01:28): Hey, thanks for having me. And I think as we talk just a little bit, as we got started, you started in 2005. So you’re right there with me.

John Jantsch (01:35): I did, I did indeed. And those were the good old days cuz you know what, so I always, I can go down a rabbit hole really fast on this, but you know what a lot of people don’t realize is not only was it hard to produce shows, it was hard to listen to them or to get somebody to listen to ’em right. They had to actually have their own technology. So I’m certainly glad that we are where we are today.

Todd Cochrane (01:57): I am too. And it’s, you know, no longer having to connect a device to a computer just to get the sync. Right? Yeah. It’s nice to have it automatically happen.

John Jantsch (02:07): So tell me about what shows you’re producing or not producing, but shows you are hosting today.

Todd Cochrane (02:14): Well, personally I still have my personal show geek, new central. That was the one they started in 2004. It just hit over 1600 episodes. Then I do a, co-host a show with matter of fact, Rob Greenley from Lipson competitor, it’s called the new media show. I say, we can get a PhD in podcasting by listen to that show matter fact, we just finished recording of that about 30 minutes ago. And then we do an internal team podcast called podcast insider. But yeah, so a lot of, you know, still doing a lot of active shows, but it’s really the day to day grunge of, you know, running a company and building, you know, building a business and keeping podcasters snapping.

John Jantsch (02:51): So I gave a little insight into the, what the podcast media company looks like today. What was the idea for starting it? And what was your initial vision?

Todd Cochrane (03:02): You know, it’s, it was one of those things where, when I started my podcast, my wife had given me an ultimatum to make money in the first two years. She didn’t say to want another boat anchor. And I solved that in June of oh five by securing GoDaddy, as a sponsor of the show. And the first round, I really didn’t know what to charge and that kind of worked itself out. But in the second call where they’re getting ready to sign a contract for a year, the gal asked me, Chris Redinger said to me from Godad. She said, do you know how the podcasts would like to advertise GoDaddy? And I said, yeah, I’ve got some tech shows that might be interested. And that really kind of set the Genesis point of the idea of raw voice, which is the parent company of Blubrry podcasting. And remarkably. I went on my podcast the next episode. So I’m looking for a lawyer looking for MBA programmer and a graphics developer. I’ve got a business idea and we’re gonna have a call and free conference call do com in 10 days to be there. If that’s you. And on that call, it was a lawyer, an MBA and a graphics developer and the graphics developer, new programmer got him on the phone. We formed the company over the phone, just absolutely insane how that company started. We didn’t meet each other for the first six months.

John Jantsch (04:20): well, as I recall, I, and you and I were talking about it. I was probably a fairly early on user, as I recall it, it was primarily a WordPress plugin and then hosting came later and obviously advertising network came later. Is that, was that the initial vision was to just make it easier to get those shows syndicated.

Todd Cochrane (04:39): Yeah, the first, really the sequence was we had the advertising piece in place. We started ramping up real quick with shows with advertising. We built the stats platform so we could measure this stuff. So we weren’t overbilling the vendors. The plugin happened because another plugin started that we were using was being abandoned. The person that was updating it wasn’t being paid update anymore. So we developed our own plugin and that kind of really led the Genesis of everything else. And the plugin really kind of been like that candy at the end of the, you know, when you’re in checkout, you know, that piece that you would grab and it really led to everything else that Blubrry does today.

John Jantsch (05:18): Yeah. Yeah. So people are probably already tired of hearing old folks reminisce about the old days. So , let’s talk about how that’s evolved now. Not just Blubrry, but just, you know, podcasting in general. Yeah. I always tell people they’re, you know, the really early days people got into it, but then social media came along and that was shinier and it seemed like podcast kind of went in the background and then a or apple decided to put the app on the iPhone as a native. And all of a sudden, everybody was like, what are these podcast things again, to the point now where, you know, it’s probably the hottest advertising, medium going, isn’t

Todd Cochrane (05:53): It. Right. You know, and there was this definitely a series of inflection points, you know, it was, you know, the inclusion of iTunes, it was the iPhone, it was the inclusion of the app delivered with a phone. And then obviously listeners got more interest in podcasting when serial came around and had this, we had this huge inflection, true crime shows. So really I think, you know, it’s been this long steady climb and now the space is just, you know, it’s, uh, the indie podcasters, some of ’em are kind of concerned, but you know, with all this commercial investment that’s happened. Yeah. I think that all ships rise together. So I think that there’s plenty of room for anyone that wants to create content out there or use it as a business funnel or whatever their goal may be.

John Jantsch (06:36): Yeah. I, you know, I was gonna ask about that, how you think, like, where are we now, you know, in, in the word podcast, right. When blogs first started, they were really almost typically an individual’s journal almost. And people interacted with them and there, you know, comments were a big part of them and you know, they’ve really changed now. Even the blogging software is really referred to as just content management, mm-hmm software systems. I mean, podcasts in some ways started around that individual host of the show. Would you say that we are almost at a point where, you know, we need to redefine what a podcast is?

Todd Cochrane (07:12): You know, there’s been a lot of talk about it, you know, if in the pure sense, so, you know, it still requires an RSSV deliver a show to these syndication points, but the average listener doesn’t care. They don’t care if they listen on Spotify or watch on YouTube or consume, they, it really podcasts are consume and anywhere I’ve had this saying for a long time, they say, I don’t care where they listen, as long as they listen. Yeah. But I want to be every place that they are. So I think in that instant, you know, podcasts are many things to many people, but you know, I’m kind of old school. So I still believe in the, you know, you still need to have an RSS feed to deliver the show, which causes most people’s eyes, still the glaze over. But it really is that mechanism that keeps the space open and from being locked down and gatekeepers coming into place and making rules, it’s still an open ecosystem. So I think from that aspect, even with the commercial investment of the podcasting space is a medium is very secure and will continue to grow.

John Jantsch (08:09): Yeah. Let’s talk audio versus video. Is that a distinction? I seemed like video V cast. I think they, people were calling them at one point, kinda had a point where they were popular. Now it seems like everybody’s doing some audio, some video. Of course the technology has helped that, but the portability of audio, I think is still what makes it so attractive to me.

Todd Cochrane (08:32): Yeah. I think still people have more time to listen than they do to watch. I know that I do. Yeah. But at the same point, I think the video piece of it is more of a, well, I started doing video 10 years ago doing live video for my shows. And I did it purely out of selfishness because I do a solo show. So I was, I was doing it eight o’clock in the evening in Hawaii and you know, it was kind of boring. So I was using it as a way to get a little interactivity from the audience when I was doing the show and it kind of just turned into this thing, but that’s really most my main reason. And I think that’s way a lot of podcasters think about it now too, is some people like to watch some people like to listen, but I still, my show still 70, 30, 70% listen, 30% watch why they watch me. I still don’t understand. But it’s, it’s kind of the way it is.

John Jantsch (09:24): Yeah. I, I do. I mean, I think it’s like, it’s like when my books would come out, you know, there would be some part of the audience who’s like, I’m gonna get it when the audiobook comes out. I was like, well just go buy it now. But there’re just some people that, that’s what they’d rather do. And there’s no question that, you know, enough people have seen you on video now that you could probably go to a conference and people go, oh, I’ve seen that person. And so it certainly the medium, I think, itself has different uses and you’re gonna, people are gonna consume different ways,

Todd Cochrane (09:57): You know? But in all honesty, I’ve had more surprise interactions from people hearing my voice. So it’s like walking in O’Hare a couple weeks ago, someone heard my voice and they turned and they said, oh, you’re are you Todd? And I’m like, yeah. Which show do you listen to? You know? So it’s, so I think when, and also the audio piece is more intimate. We’re truly, we’re truly in there, you know, those that are listening right now, we’re we’re in your head. yeah. You know, we’re I call it the earballs we’re right in their ears. Yeah. So it’s, I think it’s a different experience when we watch YouTube, which most of us do, you know, we can be distracted. And I think in podcasting we’re able to hold audience’s attention span a lot longer. So I think that’s why the medium has been for better word. So intimate.

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John Jantsch (11:28): Yeah. I can’t tell you how many times I’ve had a YouTube video opened in another tab and all I’m doing is listening to it. right. Cause I’m multitasking. Yeah. Mm-hmm no question. What are some of the most exciting things in how the technology is involved? Evolved? As far as youre concerned, we were, again, we were laughing, you know, before we got started here about the early days of recording on, you know, handheld devices and phones that we’d plug into and you know, you and I were recording this on a platform that that’s actually just web based. And you know, once we’re done recording, it’ll upload the two recording, you know, separated tracks. I mean, there’s just some really great advancements. What are, what’s your current feeling about the technology that you’re using?

Todd Cochrane (12:06): Well, I think you hit the nail on the head. It’s riversides wild. Some of these platforms that allow us, we don’t have to have this big tech setup. I, you know, I’ve got literally $30,000 worth of gear in this room that I don’t need anymore. Yeah. Because of the way the space has changed and the technology being able to see who you’re interviewing or being interviewed and have that interaction is a huge difference. In the early days, all we really kind of had to really listen for those visual cues and we often would step on each other just because there wasn’t that visual component. So I think that’s a big change. Obviously. They’ve got lots of great software out there now for editing. Uh, I’ve always been an Adobe edition type of guy. And matter of fact, I don’t edit. So I’m one of the few that actually don’t, but it’s, but I wouldn’t be a podcaster if I all these years, if I would’ve had to have edited because it just takes too much time. But yeah. That’s why they’ve got people out there doing those types of services now. But that’s another thing too, is there’s a service for everything, right? There’s BAS there’s people that do transcripts there’s people that will do your editing, posting the whole nine yards. It’s gonna, you’re gonna have to write a check, but you can use your time wisely.

John Jantsch (13:19): I’m I saw, I got a pitch from an, an AI service that was promoting themselves as you, all you did was put in the guest or something about the guest and they would create a list of questions for the guests. Interesting. You know, based on just go out there and just like find, you know, your footprint and go, here’s what the, here’s what you ought ask this guest. And I was like, wow, , you know, we’re, I wonder we’re gonna even do the interviews at some point. , you know?

Todd Cochrane (13:43): Yeah. Pretty crazy. And you know, and I think too, the thing that’s about podcasting that like this interview, you had a little background on me already, so you didn’t have to do too much research, but I think there’s a lot of folks that spend a lot of time researching their guests. And some of those best interviews are, is when a Podcaster’s able to dig out that nugget, you know? Right. They get deep in a conversation that may not have happened. Otherwise,

John Jantsch (14:11): Can I get up on a soapbox and complain about something? And I’m sure you get this too, but nothing drives me crazy faster than when somebody asks me to be on their show. And I agree. And then they send me to a six page form to basically write the interview for them. I just like, you know, it, this is, I guess I grew up, you know, in a PR background mm-hmm and this feels like journalism to me. Right. And somebody else writing the article, I’ll let you riff on that if you want to.

Todd Cochrane (14:37): You know, and it’s even funny because I hired a service to help me get more interviews. And they asked me to write the top six questions. I’d like to be asked. I’m like, I don’t even wanna do that because , every interview is gonna be wash RINs repeat because some guests are host are lazy and I’ve been lucky. People have only pulled from that a couple of times. But yeah, when I do guest interviews, I don’t want any prep. I want the conversation to happen free flow. I think that’s when you really get into the good stuff. Now you have to do your homework a little bit to kind of figure out what you’re gonna talk about. But I, I think that

John Jantsch (15:13): That’s the job.

Todd Cochrane (15:14): Yeah.

John Jantsch (15:14): absolutely. Let’s talk about advertising and podcasts. My first advertiser was at and T I just kind of dropped out of the sky and it was a really big deal for me at the time. Sure. And you know, fortunately I’m currently sponsored as a member of the HubSpot network. So, you know, the money is definitely out there. And I know a lot of small four or 500, you know, a month download folks are now finding, you know, opportunities to get, you know, advertisers for shows like that. So maybe talk a little bit about cuz I know obviously you play in that world substantially with Blubrry. So talk maybe a little bit about the opportunities you think are out there and maybe just the state of, you know, this form of advertising.

Todd Cochrane (15:55): Sure. In the space today, 50% of podcasters are using podcasts for non monetization reasons they’re using for funnel business, building authority, building, they have a different goal, but the other 50% are looking and hoping to monetize. Currently today only three to 4% of podcasts are actually fully monetized. So it leads a whole bunch of people on the sidelines. So five years ago, I would say that programmatic advertising probably would not have been effective because there just wasn’t enough movement in the space and enough trust. But now programmatic has got to the point where even the smallest shows can get some advertising and it may not be, it may take their spouse or partner to dinner money. Some people will make car payment money. Some people will make house payment money, but there is gonna be an opportunity here in the very new future for all shows to be able to monetize at one level.

Todd Cochrane (16:46): Now, obviously the host read endorsement stuff, which is the core of the space continues to rule and pays the highest C cam rates. Matter of fact, my sponsor GoDaddy, which I’ve had since 2005, it’s remarkable. They’ve been with me this entire time. Those are completely host, endorsed episodes baked in forever. But then again, my show gets, my tech show is 96 hours. It’s achieved nearly 90% of its lifetime download. So it doesn’t have a long tail. So it doesn’t matter. But I think that from an advertising perspective, you know, niche, real niche content is and high Val niche, high value content can drive a lot of dollars, but if you’re not super niche, then you need to big build big and the bigger the audience, the more potential for revenue. I think there’s lots of ways to skin a cat. Now there’s Patreon. You can, or just a simple PayPal link, which I’ve used for years to raise money for a show and get support. I think though a lot of podcasters get really wrapped around the ax. So early on about trying to make money too. Yeah. And but I think when a show gets the substantial size and stability and consistency, I think there’s lots of opportunities to make money. Yeah. Across a variety of fronts.

John Jantsch (18:00): Yeah. I always, I, I, you know, I guess because it was so much work in the early days, you know, I always told people, I, you know, I’d do it if I had one listener and no, nobody because of the people I got to talk to that yeah. That was really, to me, the reason for doing it. Yeah. And you know, the, everything else sort of turned into a happy accident of consistency, I guess. Yeah. But, but that I that’s, you know, I would do it again for that very reason.

Todd Cochrane (18:22): Yeah. I think for me too, is authority was one of the first things I was trying to build authority. And then second was my wife forced the monetization piece on me. She wanted me to get monetized and, and really, it was fun. You know, I had a lot of fun doing the show and the action with the audience. So I have always told my audience when it quits being fun. I’m done, but it’s so far, it’s still fun. I guess that’s a rhyme. But

John Jantsch (18:47): So let me ask you what you think about, you know, some other mediums, you know, of advertising has really waned because people have other ways to, you know, to get around it. I mean, to not, you know, all the, all out of the streaming shows and things, now people are paying for that subscription. So do you think podcasting is gonna go that way? The paid model where I pay to subscribe? So I don’t, or maybe one of the benefits is so I don’t have to listen to ads is that I know there are people out there doing it, but is that, do you see that being the substantial way that people monetize?

Todd Cochrane (19:16): I think it’s a key of scale there. I think you have to be big enough to do that because only a small, you know, it’s just like clicking on banners, only a percentage. You’re gonna click on a banner. So I, you know, if you can get 10% of your audience to convert, to paid and build an audience that could be significant ongoing revenue every month. Yeah. But I think, again, it’s a economy of scale. You have to build an audience to be big enough to be able to, I think it’s a combination of both is good, you know, and I have played with that model before and for my show, it didn’t work. So I have a purely a, you know, an ad driven plus if you feel like it throw me a, you know, throw me a cup of coffee type of thing within the show, but it’s a, I think it’s really up to the podcaster, what they wanna try.

Todd Cochrane (20:04): But again, I think for the premium to pay a premium with no ads, I think there’s several models that would probably work better. Number one, if you’re part of a network yeah. And the network does it, and you get a share of that revenue from the network based upon your volume, that could be a potential or number two, again, you decide it’s worth your time to put that out. That separate show. Cuz it’s what you gotta do. Also if you’re on PayPal or not PayPal, if you’re on Patreon and you put it on some type of reward, that’s maybe an extra episode for a contribution every month, what happens if only five people contribute, then you’re locked in to doing work. Yeah. Yeah. So I think it’s a lot easier to produce a second show without an ad, but then again, you may have to pay for a service, the managing of it to have people be able access that. So I, it’s a way of time and money I think.

John Jantsch (20:54): Yeah. So anything coming for Blubrry that, that you wanna talk about that, that people may not know about yet?

Todd Cochrane (21:01): Well, you know, we just spent two years completely rebuilding the platform. Yeah. And it was getting along in the tooth. So we spent the time during COVID and uh, to really put spit and Polish on it and knock the walls down. And we’ve added some stuff to our stats that are really knocking peoples socks off and one’s called a retention graph or giving them information about when people are dropping out, when they’re actively listening to the show. It’s been huge so far. Yeah. That to the bigger pieces, what we’re really focused on is helping shows grow. It’s the thing I keep hearing day in and day out from podcasters is how do I grow? How do I grow? So my team is focused on providing data and analysis stuff that they can look at at a glance that says, okay, here’s where I’m slipping or here’s where I’m doing well.

Todd Cochrane (21:43): Or this episode did good and why, or this episode had a drop off and you know what happened there. So we’re trying to get folks info that they can easily look at without having to be a PhD and data analytics to figure out what’s going on. So that’s kind of our goal is to help podcasters grow, cuz be honest with you, that’s the end game, you know, as well as I do a growing an audience can be a challenge. And it’s oftentimes the grind of doing it for a long time. That’s right. People are not that patient anymore, you know, and they want quick results, but it’s still, you have to, you know, sit in front of the mic and do show after show on a regular basis to really build that big audience. If you’re an Oprah, you know, you come with an audience, but if you’re, you know, you may be authority in your town or your city, but maybe you’re not in the next state. So it’s one of those things where you just have to build.

John Jantsch (22:35): So I’m gonna give you the opportunity to once again, spell Blubrry cuz I bet you’ve done it 6 billion times with that little, with that little quirk.

Todd Cochrane (22:47): Yeah. It’s easy. It’s Blubrry without the E’s cuz we couldn’t afford the E’s so if you wanna spell blueberry the way you normally would spell a blueberry, you just drop the E’s @ blubrry.com.

John Jantsch (23:00): Awesome. Well Todd, it was great having you stop by the, uh, the duct tape marketing podcast in terms of podcasts. You’re certainly the podcasting industry. You’re a legend in the industry. So it was really great getting to spend some time with you and have you drop by the show and hopefully we’ll run into each other one of these days out there on the road.

Todd Cochrane (23:17): Absolutely appreciate it. And congratulations for your 17 years. That’s an accomplishment in itself as well.

John Jantsch (23:23): Well, thanks so much.

Todd Cochrane (23:25): Thank you, sir.

John Jantsch (23:25): Hey, and one final thing before you go, you know how I talk about marketing strategy strategy before tactics? Well, sometimes it can be hard to understand where you stand in that what needs to be done with regard to creating a marketing strategy. So we created a free tool for you. It’s called the marketing strategy assessment. You can find it @ marketingassessment.co not.com.co check out our free marketing assessment and learn where you are with your strategy today. That’s just marketing ssessment.co I’d love to chat with you about the results that you get.

This episode of the Duct Tape Marketing Podcast is brought to you by the HubSpot Podcast Network and Drip.

HubSpot Podcast Network is the audio destination for business professionals who seek the best education and inspiration on how to grow a business.

 

Did you know there’s an automated marketing platform that’s 100% designed for your online business? It’s called Drip, and it’s got all the data insights, segmentation savvy, and email and SMS marketing tools you need to connect with customers on a human level, make boatloads of sales, and grow with gusto. Try Drip free for 14 days (no credit card required), and start turning emails into earnings and SMS sends into cha-chings.

How To Harness Your Unfair Advantage

How To Harness Your Unfair Advantage written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Ash Ali and Hasan Kubba

In this episode of the Duct Tape Marketing Podcast, I interview Ash Ali and Hasan Kubba. They both are award-winning authors and entrepreneurs. Despite not going to university, Ash became a serial tech founder and the first marketing director of a unicorn startup – Just Eat). Hasan built a successful startup from his bedroom with nothing more than an online course and a yearning to escape the ‘rat race’. They are now international bestselling authors, coaches, and keynote speakers. Their latest book is – The Unfair Advantage: How You Already Have What It Takes to Succeed.

Key Takeaway:

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

Questions I ask Ash Ali and Hasan Kubba:

  • [1:44] The book starts out with the premise — life is fundamentally unfair.  Could you break that idea down?
  • [3:37] What you would call an unfair advantage that people tend to recognize?
  • [6:46] Would you characterize this book as a business book or a self-help book?
  • [9:43] What are some of the places that are less obvious unfair advantages that people don’t even realize they have?
  • [11:41] Some people are purely lucky, but I would say a lot of entrepreneurs have come to the realization that they make their own luck, and that’s something that is earned as opposed to something that’s an unfair advantage. How would you respond to that notion?
  • [13:52] What are your unfair advantages?
  • [19:13] What do you say to that person that feels that they don’t have an unfair advantage?
  • [22:57] Where can people find out more of the work that you’re doing and grab a copy of the book?

More About Ash Ali and Hasan Kubba:

Take The Marketing Assessment:

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

John Jantsch (00:00): This episode of the duct tape marketing podcast is brought to you by the MarTech podcast, hosted by Ben Shapiro and brought to you by the HubSpot podcast network with episodes you can listen to in under 30 minutes, the MarTech podcast shares stories from world class marketers who use technology to generate growth and achieve business and career success all on your lunch break. And if you dig around, you might just find a show by yours. Truly. Ben’s a great host. Actually, I would tell you, check out a recent show on blending humans, AI, and automation. Download the MarTech podcast wherever you get your podcast.

John Jantsch (00:50): Hello, and welcome to another episode of the duct tape marketing podcast. This is John Jan and my guest today is Ash Ali and Hassan. Kuba gonna, I have two guests today. They’re award-winning authors and entrepreneurs, and despite not going to university, Ash became a serial tech founder and the first marketing director of the unicorn startup just eat Hassan built a successful startup from his bedroom with nothing more than an online course and a yearning to escape the rat race. They’re now international bestselling authors, coaches and keynote speakers. And we’re gonna talk about their latest book, the unfair advantage, how you already have what it takes to succeed. So Ash and Hasan. Welcome.

Hasan Kuba (01:34): Hello. Thank you. Thanks for having us. Hi.

John Jantsch (01:37): Awesome. So the book starts out with this premise and we could probably do the whole show without me asking another question, but here it is, life is fundamentally unfair. Who wants to take that doop of hope?

Hasan Kuba (01:50): I’ll take it. I’ll take it going. So life is unfair. Yeah, that is the under underlying principle behind cuz that life is not fair. And sometimes when you get into self-development like I did and still, I still enjoy a bit of self-development Mo you know, you learned that, you know, what you got in life is what you deserved. You know, you built the life that you’re living now, you designed it. Your decisions led to the moment you’re in now and all these kinds of quotes and beliefs and mental models to make you take responsibility for your life, which is a very useful tool, but it’s limited because it’s not actually that accurate. So one of the ways to look at well, when we talk about this in the book is it’s, it’s all about mental models. So there’s one extreme, which is to think that all success is based on hard work and, you know, merit.

Hasan Kuba (02:37): And the other extreme is to think it’s all luck and unearned. And the reality is squarely in the middle, right? There’s a lot of serendipity in life. There’s a lot of luck of births and genetic lotteries. And there’s a lot of things that just happened because you were in the right place at the right time. Yeah. But at the same time, you can, you know, stack the deck in your favor. You can make the right decisions. You can be consistent in how you think and how you behave and the decisions you make to lead towards success. So it’s a mixture of both. Life is unfair and ultimately, you know, we’re so lucky and we should all be so grateful for everything that we have going for us. And at the same time, we can also exert our own agency on the world. We can also take best on responsibility. We can also take control of our lives to an extent

John Jantsch (03:21): Yeah. Cuz it, it is interesting. I mean, we all know people have had everything handed to them, all the funding, all the backing, all the mentors, all the, you know, whatever. And they’ve still found a way to piss it away. Haven’t they . So it really is kind of that combination.

Hasan Kuba (03:35): Exactly.

John Jantsch (03:37): So, so let’s maybe start out by defining, um, what an unfair, maybe some examples of what you would call an unfair advantage that people tend to recognize.

Ash Ali (03:49): Yeah. So I mean, an unfair advantage is something that’s unique to you based on your circumstances and also based on your background and who you are as an individual. There’s so many books out there that talk about strengths. But what we do is talk about your strength, but also about yourself as an individual, as a unique person. So we talk about, you know, life is unfair and it’s not a level playing field, but sometimes when life is unfair and it’s not a level playing field, some people can grow up with a victim mindset and a victim type of thinking, say, I didn’t have this, I didn’t have that. But actually what we say in the book is actually, how do you turn that around? How do you make that stuff that you, you felt was unfair growing up in poverty or growing up in an area that wasn’t great.

Ash Ali (04:29): How can you turn that around and make it part of your authentic story and use it to an advantage? So an example for me would be, I grew up with little money and when I start companies now, and I know a lot of listeners are listening here who will run small businesses when you don’t have a huge amount of money for marketing budgets, for example, I’m the perfect person to come in and work with you because I know how to be resourceful cause I had no money. Right. So my mindset is always based around being resourceful. That’s just an example of something that you could use, uh,

John Jantsch (04:56): Straight. But again, I, you know, to the flip side of that, I guess we all know people who had everything and should have made it, you know, there, we, we all probably know at least somebody, or at least you’ve read their story of somebody that sh never should have you know, like you said, they didn’t have the education, they didn’t have the backing, they didn’t have the money. They didn’t really have seemingly you know, didn’t seem that smart, you know, mm-hmm but you know, they’ve, they’ve made themselves successful the way we defined that. So, you know, what are, you know, I guess to Hasan’s original point, it’s kind of somewhere in the middle, isn’t it?

Ash Ali (05:30): It is somewhere in the middle. It’s interesting because you know, like I’ve got a daughter now who’s growing up in privilege and I look at her and I look at my life and think, okay, you know, does she have the fire in the belly? And what can we do to help her have the same mentality of working hard and trying to achieve things in life? And one of the things I found was that interestingly is that constraint does kind of foster creativity. And if you just live, give everything to your children, for example, straight away, then they’re not gonna, um, uh, feel grateful for it straight away. And unless they’ve worked for it. So con sometimes having constraints, uh, does make you more resourceful, more creative. And that’s just an example of something. We live in an abundant world now where everything is available quickly, you can audio takeaway quickly, you can order your cab quickly. And, you know, they’re growing up in a different environment compared to us where we had to wait for something, but we had to have some patience around something. So it’s understanding what constraint is and how to manage that, I suppose.

John Jantsch (06:27): Yeah. I, I, of course it’s so cliche now, but you know, I like to tell even 30 year olds, you know, about, uh, dialup, um, internet and, uh, yeah. Things of that nature. Can you, you imagine that now, you know, it might take 10 minutes and we had to take turns who could use it right. Only one person could be on at a time and pretty crazy. So I think what would you classify or would you characterize this book as a business book or a self-help book?

Hasan Kuba (06:53): Yeah. Good question. It really is in the middle because what we’ve done with our book is we’ve. So the origin of the book let’s get into the origin. We did this book because we were getting pitched by loads of startup for funding. And it was just like shock tank, essentially. That’d come in and, and pitch us. And we thought, what is the difference that makes the difference here? You know, when we confirm we ourselves, we’re like, what is it with some people that we’re like, you know, even if we didn’t believe in them, they’re not gonna close out their funding ground. Nobody else is gonna believe in them. And they’re gonna really struggle here. And what is that difference? And we started thinking about this and really diving into it. And we decided to write this down. This idea of the unfair advantage is essentially a sustainable competitive advantage for a big business.

Hasan Kuba (07:35): It’s kind of the type of thing Warren buffet talks about in value investing. You want a business that has the economic modes, the defense ability that it’s gonna sustain. And it’s the same thing for individuals because at that early stage of a business, when you don’t yet have a product, even sometimes when you don’t yet have, um, customers, you don’t yet have traction in sales, how are you gonna judge it? Well, you’re gonna judge it by the team, by the co-founders. And when you’re judging it by the co-founders that’s when you have to try and decide, okay, what have they got going for themselves? What do they have? That’s gonna allow them to push through, do they have a track record? Do they have something that gives you the idea that they’ll be able to get into this? Do they have the unfair advantages? Yeah.

Hasan Kuba (08:15): And essentially that was the idea behind the book. And that’s what made us think about like how we can help people to gain that kind of self awareness. Yeah. To know what kind of business to go for, to know what kind of strategy to go for. Should you raise funding? Should you bootstrap? Who should you partner with? These are the kind of decisions we wanted to help people with at that early stage. So we’re just bringing it back to the individual. So that’s why it’s in between a business book and a self development. Cause it’s about the early stages of a startup. Yeah.

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John Jantsch (09:27): So I think there are some unfair advantages that, that are pretty obvious that people could identify. But if I’m out there listening, you know, what are some of the, what are just some of the places that you go looking? I know you have a framework, you call the miles framework so we can kind of go, you know, letter by letter for the acronym. Uh, but, but what are some of the places maybe that are less obvious that you’ve said, Hey, you know, these are unfair advantages that people don’t even realize they have.

Ash Ali (09:53): Yeah. So the miles framework is, uh, it stands for money, intelligence, location, and luck, education, and expertise and status. And it sits on top of mindset. And we talked earlier about why it’s important for people to understand their unfair advantage in the context of business, because business is all about people. And most investors invest in small startups and early stage startups because of the people not because of the idea itself, it’s the founders themselves. Yeah. And so if you can identify your unfair advantages and then amplify those in your pitch, in your message to hiring people to your cus or getting customers, it will help you get your early traction, which is what starts a business. So coming back to the miles framework, it’s about understanding within each one of those miles frameworks in each one of those acronym letters, what you have, that’s going for you.

Ash Ali (10:42): Right? And one of the big ones is insight. For example, when you’re starting a company, right? If you have insight into something that nobody else has, and you are starting a business around, that’s a very powerful, unfair advantage. And there’s so many case studies in our book around that, um, about specific insights around that another one is being in the right place at the right time, right. The location. And look, you know, if, can you find the right co-founder, can you find the right, um, uh, customers who are close to you potentially who can, who can become customers straight away status is another one, you know, your network. And here, you know, when you are starting a business, if you know how to raise money quickly, and you have a network, that’s an unfair advantage. And if you need to go out to the market to raise money from ground zero and have nobody, no network, it’s much harder to do much harder to do. Right. And we know how that’s, how investment generally works. So there’s lots of little examples in different places for different types of projects or businesses. It depends where you wanna apply the framework itself, whether it’s a project, whether it’s your career, whether it’s a business itself.

John Jantsch (11:41): Yeah. Let me, I wanna come back to insight in a minute and have you share some examples, uh, to, to help clarify that one, but let’s talk about luck. Some people, some, some people are purely lucky. I mean, they run into luck in your right place, right time, like you said, but I would say a lot of entrepreneurs have come to the realization that they make their own luck and that, that that’s almost something that’s earned as opposed to something that’s an unfair advantage. How would you respond to that? A notion?

Hasan Kuba (12:09): I, I totally believe in making your own luck as well. So we talk about luck and we talk about the fact that it’s overlooked and luck exists. Hey, luck does exist. Talent does exist. You know, that all these books has become trendy to say, there’s no such thing as talent, just work super hard and get the 10,000 hours in. And, and that will be that’s enough. These things exist tiger woods, or was like, could swing a, could swing a golf, could swing a club before he could walk. Like, these are the kinds of things that, that is, is like pure talent. Oprah Winfrey was like giving speeches to whole congregations at church when she was three years old making. So these things exist, but making your luck also definitely exists. Yeah. We talk in the book about how you can actually increase your luck. There have been some psychologists who’ve studied the phenomenon of people who think of themselves as lucky versus people who don’t and how the fact that they think of themselves as lucky just makes them more proactive, makes them more observant to opportunities that come up and it’s been literally proven in studies.

Hasan Kuba (13:06): So it’s quite interesting that you can make your own luck. We say, put yourself out there more. Yeah. Increase your surface area to luck and maybe more lucky things will happen. So it’s essentially like rolling the dice. Just keep rolling it. No, one’s counting how many you’re throwing the dice. How many times you’re throwing the dice. If you keep rolling, you’re more likely to roll the double six.

John Jantsch (13:23): Yeah. I actually, I started my blog in 2003 that I talk about being in the right place at the right time. That was luck to spot that technology. But also it, you know, it led to my first book four years later, but that point I had also written a thousand blog posts. So , you know, I always talk about really, that was a lucky decision on my part to go that route. But then I, I do think, you know, you, you have to, you, you can also then turn that luck into something that is very fruitful.

Ash Ali (13:50): Yeah,

Hasan Kuba (13:51): Absolutely.

John Jantsch (13:52): So what’s your unfair advantages. Yeah. I’ll let you both answer that one. Go on. Cause I, for example, as you mentioned, you didn’t go to college, so we’re,

Ash Ali (14:04): I’ll

John Jantsch (14:04): Stop the college degree from Oxford off the table, right.

Ash Ali (14:07): yeah. That is, that can be an unfair advantage if you know how to use it. Some people don’t know how to use that as well. You know, we see people coming to us and like, oh yeah, I went to caught Oxford in Cambridge or wherever, and it’s just pass a it’s normal for them. But actually that could be an unfair advantage if you know how to use it properly, an unfair advantage. You know, there’s several different things with strength. There can be double edged swords as we call them. Right. So having something and not having something. And we talk about constraint earlier on, I’ll go through it from my perspective, which is kind of like the double edged sword version of it and how someone will go through it from his perspective. So from my perspective, I had no money growing up. So now when I’m building startups, I’m really shrewd and very lean and I can build things very quickly and I’m very resourceful.

Ash Ali (14:47): And, and actually what it does has done to me has made me more creative. So one of my high skills is creativity, um, intelligence, um, and insight. I have lots of insights with businesses because I’m doing things all the time. I’m always taking action. So I’m seeing opportunities and getting insights and different things and intelligence, there’s different types of intelligence. You know, a lot of people said to me, Ash, you’re really cool. You’re the glue amongst your friends. So I’m good at bringing people together and doing things together, which is cool. And I like to be, I don’t like to be the smartest person in the room. You know, I’d rather not be the most intelligent person in the room, but I can learn from other people quickly. So as well as that’s the, the eye side location and luck, you know, I was born in Birmingham, which is like the second biggest city in the UK and automotive retail industry kind of community.

Ash Ali (15:27): And the tech industry was booming in London. So I moved to London at the age of 19. If I didn’t move, I wouldn’t have had the same opportunities. Wouldn’t have been able to join companies like just eat and do the IPO and luck the IPO, you know, how many companies, IPO for and view between it once again. And there’s the luck factor behind that and the right timing of that. And then seeing how that would work out, education excluded. I didn’t go to university, so I didn’t feel entitled, you know? So that’s what made, that’s why I kind of did everything in anything. And I built my expertise up in deal to market. So I was, and the time when everyone wanted to know how to do SEO and online marketing, I was there. And in status, you know, like a, you know, and your role ATEX of contacts, you know, like, I didn’t know many people, but now I know lots of people. So if I need to do anything now, for example, I can open my black book of contacts, LinkedIn network connections, and make things happen because of my status of having connections that I’ve built up over time. Yeah. So that’s become an unfair advantage.

John Jantsch (16:17): What’s interesting, as you said, you know, the degree from a prestigious school used to really mean a lot. It feels like in the, particularly in the entrepreneurial space, it’s more about what were you doing for your summer job? , you know, than what degree you got or your side hustle or whatever. It seems to actually hold more weight than, than, you know, college. And I think a lot of it’s because people realize college is great for making connections, what they teach in a lot of like a marketing course in college will have very little application to what it’s like to market in the real world. And so that, you know, that education, the actual learning classroom education is probably not that valuable.

Ash Ali (16:56): Yeah. I mean, if you want to learn,

John Jantsch (16:57): So, so Hassan, how

Ash Ali (16:59): Then the fastest way to learn is reading blogs like yours, John. And if you wanna learn about marketing, you can learn a lot more from reading blogs and marketing books can get old very quickly. Right? What happened, you know, some time ago, timing wise might not work now. So it’s keeping fresh and, uh, up to date with knowledge, I think that’s really important. And we talk about this in a book about this there’s three aspects of university, but I’ll let, has Sam talk about a miles favorite from his side and what his advantages are.

Hasan Kuba (17:25): Yeah, yeah. So, so for me, look, so it, it’s easier to simplify to what is your unfair advantage? Well, the reality is we’ll have a set of unfair advantages and a unique set of them. And that’s why Ash goes through so many well, you know, for Ash, I would definitely say his creativity is, is just one of the top things about him and the fact that he just gives things a go, he just goes for it. So for me, I would say that it’s my ability to learn really fast. So I think I have that kind of the intelligence where I pick things up fast and then I’m able to communicate them. So one thing that really helped me to get my initial clients and start to develop and get referrals is the ability to build rapport and build trust very quickly. So I think that’s partly just from my ability to absorb information and knowledge in a space that’s so new and like something, I was one of the main things I was doing was SEO.

Hasan Kuba (18:15): I was doing branding and website stuff, but SEO and getting people to the top of Google was, was huge. And so the fact that I was able to explain it to local businesses, built connections with them, build trust. I think that massively helped me. So that was huge for me. And then you can go further back and just say, listen, I was born in Baghdad, Iraq. And I came to the UK in London when I was three years old with my family to escape the war and all of that. So I, my unfair advantage is we moved to, to the UK when I was a baby. And I grew up here in London. If you imagine, if I’d come when I was 20 years old and I’d have the thickest accent and I’d have so much difficulty in terms of just how I come across the status side of it in terms of building rapport, building trust. So this is so lucky. So you can kind of go into the genetic lottery of it all you can go into where you grew up and what kind of schools you went to. You can go into your ability to skill, skill stack, and build your skills and expertise and learn things quickly. So I think that learning side is kind of the massive piece for me.

John Jantsch (19:13): So, so I suspect as you’ve both gone out there and maybe given talks on this or, or webinar done webinars on this that, that, you know, ultimately somebody comes to you and says, look, this is great, but I don’t have any unfair advantages. You know, what do you say to that person that that feels, especially since mindset really sits on top of this, what do you say to that person that, that has that mindset?

Hasan Kuba (19:38): So I would say that essentially this idea and ashes touched on this idea of double edged swords. What you think is a disadvantage. You can turn into an advantage and I’ll give you an easy one. So we have a few examples in the book of people who had a, kind of a classic disadvantage. So a classic disadvantage is a woman entrepreneur, right? So a woman founder, the example of Sarah Blakely, founder of spans mm-hmm . Now, if you think about it, what was her unfair advantage? Okay, well, it was tough. She had no idea about how to raise funding. Nobody would believe in her. She had no connections in that space, et cetera, but what did she have? She had an amazing insight into a problem based on her status as a woman, which is that this idea of like shape wear and, and spanks turned out to be spanks.

Hasan Kuba (20:24): She would cut off the feet off tights. Like, man, wouldn’t have come up with that. wouldn’t have had that insight the same with Tristan Walker. Who’s another example in the book, he’s a, he grew up in the projects in, I think he was the Bronx maybe, or if I’m remembering correctly, Queens actually Queens in New York and really poor. His dad was murdered when he was young, but Hey, he was smart. He got scholarships. He got into good schools. He spent a long time thinking about what his big idea is in the end. His insight was that black men need a different shaving system than other people do because they have more ingrown hairs. And so he developed this single blade, shaving system. He used different rappers who also from his location. So the rapper NAS grew up also in Queens and then he promoted his brand.

Hasan Kuba (21:09): And then eventually he was acquired by Proctor and gamble for 30 million. So it’s like, what seems like a disadvantage you can use to your advantage. If you grew up poor, then you have an insight into how poor people live. What, what needs they have, what mass market products you might be able to create, let’s say, or if you grew up as whatever, like you grew up from another country or you’re learning languages, or you’re, there’s all these different aspects to everything. So it’s all about your mindset. If you have a growth mindset and we call it, we talk about in the book, the growth, uh, the reality growth mindset, because we wanna root it in some real reality, then you can grow and you can turn what seems like a disadvantage into an advantage. And listen, if you’re listening to this podcast, if you’re able to read this book, you probably have a lot to be grateful for. So you just need to kind of do a sort of an audit and gratitude is one of the underlying themes of our book.

John Jantsch (21:59): Yeah. And it’s interesting too, because as we grow up, a lot of the things that drive our parents are teachers crazy, you know, ultimately come out as an advantage. You know, we were told they were a negative, for example, I, you know, I, my parents used to always joke about how curious I was and always getting into things because I had to teachers, same thing, you know, I was told for a long time that that was a problem that has served me extremely well in my professional life. And I think that’s, uh, sometimes we just have to overcome, you know, the, what, what society has told us is a negative don’t we?

Ash Ali (22:29): Yeah, absolutely. Yeah. When people focus on your weaknesses more than your strengths, that’s when you start to misunderstand really what your unfair advantage is because we’ve all got strengths. And what we, the idea of the premise for the book is to double down on your strengths rather than focus too much on your weaknesses and then plug those gaps where you can appropriately and understand that we work in teams and people is about businesses, about people. So it’s not just about you as an individual.

John Jantsch (22:55): Yeah. So, so Ash, uh, Hassan where tell people where they can find more of you more of the work you’re doing, and obviously grab a copy of the unfair advantage.

Hasan Kuba (23:05): Yeah. We’re all, all over social media. So I’m at startup Hassan. Uh, Hassan is spelled with one S and Ash is, is it Ash Ali, UK Ash, for most of your socials, you can find us. And our website is the unfair academy.com.

John Jantsch (23:20): Awesome. And the book is, will be available in, I don’t believe there’s an audio version. Is there, there,

Hasan Kuba (23:25): There is.

John Jantsch (23:26): Yeah, there is. Okay. So an audio and then, uh, in E ebook format, as well as, uh, hard cover and available, depending upon when you’re listening to this available, everywhere that you buy books.

Hasan Kuba (23:37): Yeah. It’s available now, cuz it’s at the time of recording, it’ll be released tomorrow. So it’ll be available by the time

John Jantsch (23:41): It comes up. And I should have mentioned this, but the book has been awarded. I don’t have it written here. Tell me the best business book in the UK in 2021 or something, you could do it better than I just did. Tell me, tell me what the award was.

Hasan Kuba (23:55): So, so we were surprised and happy to learn that we’d won our category of the startup category of the business book awards. Yeah. And then it was like 12 different categories and then it turned out we’d won the whole thing as well, over all the categories. So we’d won the business book of the year 2021. It was actually it’s based in the UK, but it’s an international award as well. The only country that the book hasn hasn’t come out yet until now is in the us and Canada in north America. So yeah, it’s done really well. It’s really popular on good reads. It’s on YouTube. It a lot viral videos on YouTubes took summarizing it. So if you want to check it out a bit further, you can see some summaries on YouTube. You read all the reviews it’s it’s doing it’s thankfully it’s spreading by word of mouth. Cause people are loving it. Yeah.

John Jantsch (24:39): Awesome. Well, thanks so much for stopping by the, the duct tape marketing podcast. And hopefully we’ll run into you both somewhere out there on the road.

Hasan Kuba (24:46): Thank you, Joe. Thank you, John. I’m big fans of duct tech marketing by the way.

John Jantsch (24:49): Appreciate that. Thanks so much. Hey, and one final thing before you go, you know how I talk about marketing strategy strategy before tactics? Well, sometimes it can be hard to understand where you stand in that what needs to be done with regard to creating a marketing strategy. So we created a free tool for you. It’s called the marketing strategy assessment. You can find it @ marketingassessment.co not.com.co check out our free marketing assessment and learn where you are with your strategy today. That’s just marketing assessment.co I’d love to chat with you about the results that you get.

This episode of the Duct Tape Marketing Podcast is brought to you by the HubSpot Podcast Network and Drip.

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The Adventures Of The World’s Greatest Negotiator

The Adventures Of The World’s Greatest Negotiator written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Rich Cohen

In this episode of the Duct Tape Marketing Podcast, I interview Rich Cohen. Rich is the New York Times-bestselling author of several books such as Tough Jews, Monsters, and Sweet and Low. He is the co-creator of the HBO series Vinyl, and a contributing editor at Rolling Stone. Rich has a new book called – The Adventures of Herbie Cohen: World’s Greatest Negotiator.

Key Takeaway:

Herbie Cohen is known for many things like – being the World’s Greatest Negotiator, dealmaker, risk-taker, adviser to presidents and corporations, hostage and arms negotiator, lesson giver and justice seeker, author of the how-to business classic You Can Negotiate Anything, and of course, Rich Cohen’s father. In this episode, I talk with Rich Cohen about his latest book that honors his dad and the biggest lessons he’s shared with him throughout his life – The Adventures of Herbie Cohen: World’s Greatest Negotiator.

Questions I ask Rich Cohen:

  • [1:35] Your father was probably best known as the author of ‘You Can Negotiate Anything’. Would you say that’s why you’re a writer?
  • [2:19] You’ve written about a lot of topics – why write about this topic now?
  • [3:17] Some of the stories in the book were from the ’50s and ’60s – how did you collect these stories in such detail?
  • [4:33] So were you a Dodgers fan then?
  • [5:32] I’m going to go down a rabbit hole here – what’s your favorite baseball book?
  • [6:30] Have you written for TV at all?
  • [7:55] So who were some of his contemporaries in that space?
  • [9:40] My audience is primarily business owners and marketers. So what’s the business application of this book in your mind?
  • [12:01] If somebody were to come to you and ask you to list out five or six key negotiation lessons, what would those be?
  • [15:08] Would you say there is one or two of your favorite stories you’ve told them a hundred times and people still want to come back to them?
  • [18:11] You’ve mentioned Larry King a number of times, did he go to school with your dad?
  • [21:02] Where can people connect with you and get a copy of your book?

More About Rich Cohen:

Take The Marketing Assessment:

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John Jantsch (00:00): This episode of the duct tape marketing podcast is brought to you by the MarTech podcast, hosted by Ben Shapiro and brought to you by the HubSpot podcast network with episodes you can listen to in under 30 minutes, the MarTech podcast shares stories from world class marketers who use technology to generate growth and achieve business and career success all on your lunch break. And if you dig around, you might just find a show by yours. Truly. Ben’s a great host. Actually, I would tell you, check out a recent show on blending humans, AI, and automation. Download the MarTech podcast wherever you get your.

John Jantsch (00:41): podcast. Hello, and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Rich Cohen. He is a New York times bestselling author of numerous books, including tough Jews monsters, the Chicago Cubs and peewees. Just to name a few, he’s a co-creator of the HBO series vinyl and a contributing editor at rolling stone. We’re gonna talk about his new book today. The adventures of herbi Cohen, the world’s greatest negotiators. So rich, welcome to the show.

Rich Cohen (01:21): Ah, thanks for having me.

John Jantsch (01:23): So, so you are a writer. Um, you’ve written, I, I, my intro didn’t do justice. It would’ve taken a long time to list all, all of your books and all of your contributions, this latest book about your father. He was probably best known as, as also an author of the how-to classic. You can negotiate anything. Is, is that why you’re a writer?

Rich Cohen (01:42): Probably. I mean, the, the main thing, my father, isn’t really a writer. He’s really a storyteller and kind of a philosopher and a business kind of guy, but storytelling was always a big thing with him and in my family and sort of to keep everybody’s attention. You had to tell basically a funny story. So I remember when I first got outta college, I got this job at the new Yorker almost by luck. And there was a story that the, the bio was that the writer is somebody who here who thinks being funny is more important than anything, even warm human relationships. And I realized this is a place for me.

John Jantsch (02:19): so, so you’ve written all about a lot of topics. Why, why now? Right about this topic?

Rich Cohen (02:25): Well, I always write about my father, tough Jew starts with my father and his friend sitting around a diner in Beverly Hills, talking about Jewish gangsters and peewees, which is my life as a youth hockey parent, losing my mind. I started with a epigraph for my father, which is from you can negotiate anything at a big part of this new book, which is the secret to life is to care, but not that much. So I think my father’s philosophy and his general outlook is a big part of my life. And a couple years ago, I was writing a story for audible, Amazon. Mm-hmm, just something about him. And it felt so natural and so fun to write about him, that I just thought, this is what I should be doing. And this is probably what I should have been doing all along.

John Jantsch (03:07): So, as I read some of the stories, I mean, it was really as though you were there, but some of these stories were from the, like the fifties and sixties, you were not there. probably in some of the war stories and things. How did you collect these stories in such detail?

Rich Cohen (03:21): Well, the stories about Bensonhurst and his gang, the warriors and Larry King and Sandy Cofax and all those guys, right? That was like my mythology. I grew up with that, like instead of Bible stories and there was always lessons in him. And when I was a kid, Larry King had this incredible radio show on every night from midnight to 5:00 AM. And he would tell, I would lie in bed at night and he would tell these stories and then I’d meet him and I’d ask him about ’em. That’s how I got those stories in the army. A lot of the stories about my dad’s time, coaching basketball, right. And he actually saved the reporting, cuz it was, he was coached the league that consisted of guys who were division one college basketball players. Who’d been drafted into the army during the Korean war. And my father saved all the coverage from stars and strikes mm-hmm , which had a lot of photos of these games. Yeah. And it was, you know, very romantic to me to see it, but was interesting. When I looked at how my father was very successful, coaching basketball, it’s just the same exact way he conducted himself in negotiation, which is, he always tried to sort of do something unusual, control the timing, you know, control the floor. It was interesting cuz you see this one through line that goes from the time he’s 10, 11 years old in Brooklyn, all the way till now.

John Jantsch (04:34): So, so were you a Dodgers fan then?

Rich Cohen (04:36): I was a Cubs fan. I grew up in Chicago and it’s a very funny thing where my father playing sort of says he was a Dodgers fan. He grew up in Brooklyn. He was really a Yankees fan. And he says, the reason he was a Yankees fan is the first game he ever went to. The first in person was babe Ruth Day, which is when he was like 11 years old at Yankee stadium when babe Ruth was dying of cancer. And um, my father took me to my first game, which was Wrigley field, which he loved because he said he reminded him of evets field. Yeah. Was after the game where the Cubs had a big lead and then the Cincinnati reds came back from behind and crushed him. He said, I wanna tell you something I’m being very serious right now. Don’t be a Cubs fan. A Cubs fan will have a bad life. Cubs fan will accept losing as the natural state of affairs in the world. Do yourself. He a favorite.

John Jantsch (05:23): He was a prophet in other words.

Rich Cohen (05:25): Yeah. But then they won in 2016. So it did happen. Finally. I just had to wait till I was 50 years old.

John Jantsch (05:31): So what’s your, I’ve got to go down a rabbit to hold here. What’s your favorite baseball book?

Rich Cohen (05:36): My favorite baseball book. There’s this book called? I think the glory of their times. You know that book. I don’t my shelf cuz I know that I have it. There’s a lot of great. I like the Roger Conn book, the boys of summer. I like all summer.

John Jantsch (05:47): I’ve got boys of summer written down here cuz I frankly, I, I assumed that was gonna be a Dodge. This

Rich Cohen (05:52): Book, the glory of their times is an oral history of guys that played early. Yeah. Like in the dead ball era and their lives are so wild, you know, like they would jump a freight train to get the spring training and stuff. And that is a unique book.

John Jantsch (06:05): Joe, are you familiar? Joe PO Naski the, the writer sports illustrator I think is his last gig, but he he’s got a book called the baseball 100 and he covers a lot of those guys and it, they are some pretty neat stories,

Rich Cohen (06:15): But see it’s so Brooklyn stories and my dad, all of it seems like it was like Paul bunion stories. It happened. Right. in such an exotic different time. Yeah. Yeah. When there was the big baseball team in Chicago was in rock, was in Rockford. I think, you know where the first pro it’s just interesting.

John Jantsch (06:30): So, so do you write for TV at all? Or have you?

Rich Cohen (06:34): I have.

John Jantsch (06:35): And the reason I, uh, say that is because the book kind of reads like episodes of a sitcom I think would make a great sitcom

Rich Cohen (06:43): Originally cuz my father has all these great stories. Yeah. And originally I just wanted to do it like a hundred chapters. Each one is separate scenes. But then as I started to write them, I realized there was actually a bigger story, which is a story of his life. Yeah. But so I did see it originally episodically and kind of funny with his lessons. Right. Cause my father, when he’d tells stories far follows a very ASOP fables like structure, which is question story moral, you know? So, but then I realize his life is the big story. So I always think of when I write it’s like, I dunno if you know those Chuck close paintings or all these made up of little tiny pictures, but when you step back all the little pictures that up to one big picture, that’s kind of what the effect I’m going for.

John Jantsch (07:25): Your parents owned a business. Is that right? They were entrepreneurs as

Rich Cohen (07:28): Well. They owned my father’s business. My, the business was my father with power negotiations. My, my father’s the guy who sort of popularized win-win I believe which he’d taken from game theory where he, he taught at the university of Michigan and he worked on game theory. And, but my mother came up with the company logo, which was, I can’t do it cuz I’m one person buts, two people shaking hands at their thumbs like that. Yeah. Yeah. So it was a little cheesy, but very effective, a little cheesy goes a long way in America. It’s good.

John Jantsch (07:55): So, so who were some of his contemporaries then in that space? Zig Zigler or somebody and was in that space, right? Yeah.

Rich Cohen (08:05): But the, the people, I remember the people who were around when like one of the things he did was he worked for the FBI. He trained their people and he, and he, sorry, there’s like, I can just hear my kids just got home from school. There’s a whole hub up. He trained their people and there was a guy named Walt sire and together they created the behavioral sciences unit because his whole thing was, he used to quote this thing from Arthur Miller to understand the price. You have to understand the player. And if you’re negotiating with somebody and you don’t know what is valuable to them or what they’re like, you can’t really offer them something or pressure them with something that’s valuable. Now he’s really, as far as marketing goes, he’s like, he always said to me, that life is 90% marketing always said that to me. And he always said that he’d rather have a piece of crap product

Rich Cohen (08:55): With a genius to sell it. Then a masterpiece with an idiot selling it. and that’s something I always remember, you know? So, and he taught me little things. I think he taught like a little lesson. He taught me, which I think is kind of like marketing and is I would turn papers in at school. And I would say to the teacher always, and my father found this. I don’t think this is very good. You’re probably gonna hate it. But here it is. And I’d get a bad grade. And my father said, no, people are very suggestible. You say, I think this is great. It’s a work genius. You’re gonna love it. And you get a good grade so that’s like a little thing that he taught me that I live by all the time.

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John Jantsch (09:32): So if somebody, I mean, because obviously the subtitle world’s greatest negotiator hints at some business advice, my audience is primarily business owners, marketers. So what would be your pitch to them of, you know, what’s the business application? Because again, it, this book is very entertaining. it? The stories are great. You’re a great storyteller or retailer, but what’s the flat out business application in

Rich Cohen (09:57): Your mind? Well, my father really worked in the business world. You know, he started out at Sears, he’s the executive suite of Sears and he was a advisor mostly to fortune 500 companies and trained their executives and negotiated their deals. And he has a philosophy of business, which is summed up by the secret to successes to care. But not that much approaching life is a game remaining, detached, not becoming fixated on a particular outcome, looking for a win-win deal. Not because it makes you a better person, but as he would say, people will support something that they’re part of creating. So you want to bring people in and create solutions together. But his whole training of me was about business. So like my grandfather, on the other side, my grandpa Ben Eisenstadt invented the sugar packet and then invented sweet and low, which is still a privately owned company.

Rich Cohen (10:46): He created out of his diner in Brooklyn and I saw the whole life of that business. So I feel like all my books are in away business books, all of them. So like this is a new book. Like one of my more successful books has been, was the fish that ate the whale about this guy, Samuel Zim Murray, who took over United fruit, started out as a fruit Petr. And I wrote a book about chess records, which was, you know, these are all guys that live kind of, by the way, my father believed, which is give the market something, it doesn’t know. It wants, you know, fill in niche that you don’t even know exists as, uh, what chess records did, which invented rock and roll is first you, uh, invent the product and then you invent the market, you know, so, and I really saw with sweet and low cause you saw it in the pharmaceutical industry, which is first invent the pharmaceutical and then figure out what you can possibly sell it to cure. And one of my favorite stories, I always tell my kids is the, uh, history of Viagra because it’s such a backwards way to come up with a product. But, you know, so I felt like I always kind of understood that about building a business and what happens mostly because I lived through that with my father and read all this stuff.

John Jantsch (11:53): So if somebody were gonna say, there are, there are many books on negotiation, this is, uh, probably the, the most unique one. Well, one of the more unique ones on negotiation, if, if somebody were going to come to you and say, you know, list out five or six, you know, key negotiation lessons, what would those be from the book?

Rich Cohen (12:10): From my book?

John Jantsch (12:11): Yeah.

Rich Cohen (12:12): Uh, okay. The first is approach an every negotiation like it’s a game and the, the key is to care, but not that much. Second is don’t. My father is always worst person to negotiate for is yourself because you care too much. Don’t become emotionally involved. It’s not personal. Yeah. It doesn’t matter. Okay. Another is, don’t become fixated on a particular outcome. People have a single goal in mind and try to reach that goal, but things change and you might come out with something different or something better. Two is try to make your opponent part of the solution because people will support things that they create. You see that in Congress where you get these 50 to zero votes and the thing falls apart because half the people in power are against it and want it to fail. You have to want both sides to want it to succeed.

John Jantsch (13:05): It’s an interesting example to bring up though, because it feels like it doesn’t really matter anymore in that they, you know, that maybe what people are fixated on is win, lose rather than, uh, win, win.

Rich Cohen (13:17): Well, the thing, one thing that my father said is he was supposed to write a second book and my mom would say, you’ve already missed a deadline. and he’d go, when what happened? And she goes nothing. Then he goes, then that really isn’t a deadline. and that’s like a big thing about his, which is I used to quote Jimmy Walker. Who’d been the mayor of New York, like in the twenties, who said, as long as you get there before it’s over, you’re not late.

Rich Cohen (13:38): you know, so basically this idea that there are these certain rules that are arbitrarily created. And one thing he said almost says like a mathematical formula is things that are, the product of a negotiation are negotiable. So people get very intimidated by authority and they think they can’t negotiate something. As he would say about the sticker price in Sears, it looks like it was put there by God. So you can’t question it when you realize it’s just a few people in a room randomly selecting this price almost you realize itself was ran, was negotiated so you can negotiate it. And one of his key lessons I stupidly left out when I gave you my list was one of his big things is realizing that you have power when dealing with what seemed like more powerful people or institutions. And he always said power is based on perception. If you think you got it, even if you don’t got it. And that’s the key to his whole thing, which is people have power. You can always make a move. There’s always another decision to make. And like he said, as long as you get there before it’s over, you’re not late. Some can still be salvaged and done. And he saw all that, like, you know, a game.

John Jantsch (14:48): So , I’m trying to, well, I guess I was gonna ask you this. People ask me this I’ve write books too. People ask me this all the time. I wrote a book that had 366 separate stories. So, you know, the logical question always was, what’s your favorite? Yours? I lose track of what are you? 50, 60? How many? 57, 58 what’s would you say there’s one or two that are you that really are your favorite stories that people you’ve told ’em a hundred times and, and people still want to come back to them.

Rich Cohen (15:17): Well, I’ll have to, I’ll tell you two very quickly. One is a famous story, which is the Moo story, which Larry King claimed was when my father learned to negotiate, which is a kid that they went to school with had gone to Arizona, cuz he had tuberculosis mm-hmm and the cousin was supposed to shut down the house, go to the school and get his records, transferred for a school in Arizona. And my father said, you don’t have to go to the school to the cousin. They were gonna walk this kid. His name is Mao. He said, uh, we will tell the school, save you a trip. And then my father said, I got a great idea of how to make some money and we can go to coing island and celebrate. Instead of saying MAOS in Arizona, it would say, ma is dead. collect money for his funeral w reefa.

Rich Cohen (15:57): And it was a whole long story. But ultimately in the end, after a year, I just say that it ends up with a giant fiasco, with a bunch of sitting there for the Gill Mermelstein Mao’s real name, Memorial award. The first winner of which is my father, Larry and another guy. And Mao comes back to school that day. And my father jumps up on stage and yells go home Mao, you’re dead. You’re dead. Mao go home. And they sit with the principal and the principal says you’re suspended. You’re expelled. You’re done. And my father goes, hold on, you’re being a little hasty here. Cuz he looked at it from his side. He said, you’re right. What we did was horrible and we’re expelled and we’re done. But if you go through it, this like you’re planning to, we’re not gonna go to school anymore, but you’re never gonna work in New York city again. And he explained to him what would happen to him and why it wasn’t in his interest to expel them from school. And that was when he was in eighth grade. My father and Larry always said that was when he became a negotiator. And the other second story I’m telling him very quick, here is no

John Jantsch (16:56): That’s good.

Rich Cohen (16:57): One thing my father believes in is the difference between the what and the how, right? That’s a big thing in his life, which is there’s what you do or what you say and how you do or how you say it. We used to go to this terrible restaurant all the time in the town I grew up in and finally said, why do we go to the worst restaurant in town? He goes because they always give us the booth. That’s a difference between the what and the how. And when I was a kid, my father took me to buy my first used car and he wanted to show me how to negotiate. He created this big list of criteria of the car we should get. And the car he decided I should get was a Toyota Corolla with 70,000 miles or less on it. That’s the car he thought I should afford and I should buy.

Rich Cohen (17:37): So he looked and we finally found this car and I said, this is it. This is the car. And he said, no, no, I don’t like this car. And I said, what are you talking about? It meets all your criteria. And he goes, did you see all the writing and on the car, on the driver’s side and cursive, it said Barry. And on the drive and on the passenger side, it said Billy, and on the hood of the car, it said, Chuck, that was like the name of the car itself. And I said, so what we’ll have it repainted. He said, you’re missing the point a schmuck own this car. and that was the what and a half.

John Jantsch (18:10): So, so you’ve mentioned Larry King a number of times. And were they, did they go to school together? Is that where they met?

Rich Cohen (18:17): They met together. They, yeah, Larry’s father died. Larry was like a, in my light, like an, an uncle almost Larry’s father died when he was a kid in a heart attack. And Larry kind of grew up at my parents, my grandparents’ house and Larry and my father first met when they were nine. I think they both got in trouble at school and they were assigned to be crossing guards and they were together. And my father said, Larry said, this is a terrible job. It’s a waste of time. They don’t need a crossing guard here. My father said, I disagree. This job has a lot of power and importance. This is like, if you think you got power, you got it. And they argued. And my father to prove his point took the stop sign that you held, went out and just stopped traffic for like five minutes. There was instantly a huge giant traffic jam in Benson or Brooklyn fights breaking out on the sidewalks car talking. And they said they had their sash ceremony ripped off their jackets, but that’s their meeting and then they were, you know, they remained, Larry was a big part of my life from I, I worked for his show, used to work for his show was, you know, very interesting.

John Jantsch (19:19): I, I bring that up primarily, uh, because it, I knew it would’ve, Elit a good story, but also to talk about the acknowledgement for Ellen Cohen, who never understand Larry ,

Rich Cohen (19:29): That’s one of my, my father’s problems with this book. He thought I should not have done it that way. but the fact is, uh, Larry’s a big part of this book and my mom would always say, can’t stand Larry because they, they knew each other, their whole lives, since my mother was 18 years old. But when my father got around Larry, my father acted like he was 10 years old. right. And my mom sort of felt like a third wheel and this is even when she’s like 60 years old. Right, right, right. So, and I, and by the way, it wasn’t just her. I had the same experience. Their favorite thing to do together was to go to a BA, he liked to go to a baseball game, like five hours before the game and watch batting practice. So, and they would get P passes and they’d get out on the field, which wasn’t hard to do.

Rich Cohen (20:07): There was nobody there empty stadiums. And I was with them once and they saw a player that they really liked from the fifties. And they both got all giddy and ran off to talk to him. And batting practice was being thrown by Rick Ziff who played for the Cubs. Yeah. And Rick Ziff, I never don’t know Rick. I mean, he knew him as a fan and he comes up to me and he goes, did your dad just ditch you? Because he had a chance to meet a celebrity. And I was like, yeah, that’s what happens when he gets around Larry. But that’s, that was my mom’s main problem with him. And also he’d always get into trouble with Larry. They’d go out and do stuff and get in all kinds of trouble. And yeah, it’s, it’s almost like Ralph and, uh, Ralph Cramton and Norton those do

John Jantsch (20:45): Together. Yeah. It’s funny how people do, you know, even, like you said, at 60 revert to kind of their childhood, uh, selves, when they, you know, get together with, you know, old high school friends and things

Rich Cohen (20:54):

John Jantsch (20:55): Well, rich, thanks so much for taking a moment to stop by the duct tape marketing podcast and talk about, uh, the adventures of herbi Cohen. You wanna tell people where they can connect with you. Obviously the books are available, uh, wherever you buy

Rich Cohen (21:06): Books. Well, you can write me on social media. You can write me on Twitter, or I have a website that links up to an email for me, which is author rich cohen.com. And the Twitter is, I think it’s rich Cohen, 2003, cuz that’s the year I peaked and then, uh, you can buy the book on Amazon.

John Jantsch (21:23): Awesome. Again, thanks for stopping by. And hopefully we’ll run into you one of these days out there on the road.

Rich Cohen (21:28): I’ll see you in golden. Yeah.

John Jantsch (21:29): Thanks rich.

Rich Cohen (21:30): Get a course.

John Jantsch (21:31): Hey, and one final thing before you go, you know how I talk about marketing strategy strategy before tactics? Well, sometimes it can be hard to understand where you stand in that what needs to be done with regard to creating a marketing strategy. So we created a free tool for you. It’s called the marketing strategy assessment. You can find it @ marketingassessment.co not .com .co check out our free marketing assessment and learn where you are with your strategy today. That’s just marketingassessment.co I’d. Love to chat with you about the results that you get.

This episode of the Duct Tape Marketing Podcast is brought to you by the HubSpot Podcast Network and Drip.

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Content Planning Made Easy With Planable

Content Planning Made Easy With Planable written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Xenia Muntean

In this episode of the Duct Tape Marketing Podcast, I interview Xenia Muntean. Xenia is the CEO and Co-Founder of Planable, a content review and marketing collaboration platform used by over 5,000 teams behind brands such as Hyundai, Christian Louboutin, Viber, and United Nations. Prior to launching Planable, at 20 y.o. she built a digital marketing agency and led social for clients such as Coca-Cola.

Xenia has been recognized on the Forbes 30 Under 30 list and she spoke on the Innovation Stage at Cannes Lions in 2018. Xenia graduated from Tim Draper’s startup academy in Silicon Valley and took Planable through the Techstars London accelerator in 2017. She has also published a book – The Manifesto on Content Marketing Teams and has launched her own podcast – People of Marketing.

Key Takeaway:

Social media is a marketing channel today that can’t be ignored. The CEO and Co-Founder of Planable, Xenia Muntean, was tired of spending her life in a spreadsheet creating content and juggling managing multiple social media accounts. Instead of continuing to spin her wheels in such a seemingly unproductive workflow, she decided to find and create her own solution to the problem. In this episode, I talk with Xenia about her journey in building Planable, the problems the platform has sought out to solve for so many people, and the many ways you can use Planable in your content planning to enhance your customer journey.

Questions I ask Xenia Muntean:

  • [1:49] What it was like going through the Techstars Accelerator program and how do you think it relates in terms of success for you?
  • [2:36] Why did you create Planable?
  • [4:53] What’s been the hardest thing for you to figure out or learn along your journey with creating Planable?
  • [6:31] What’s been the most rewarding part of growing your own growing Planable?
  • [7:23] What was the biggest thing you did to launch Planable, that led to a great deal of success?
  • [8:53] What was the launch with AppSumo like?
  • [10:55] What are some of the problems that Planable saw along the way?
  • [14:10] What role does AI play in content planning and in execution and even inside of the Planable tool?
  • [15:46] What are some of the ways that you’re seeing people use Planable for different stages of the customer journey?
  • [17:32] How are you seeing agencies and consultants using a tool like Planable?
  • [19:13] Where people can find out more about Planable, and is there an offer you have for Duct Tape Marketing Podcast listeners?

More About Xenia Muntean:

Take The Marketing Assessment:

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

John Jantsch (00:00): This episode of the duct tape marketing podcast is brought to you by the MarTech podcast, hosted by Ben Shapiro and brought to you by the HubSpot podcast network with episodes you can listen to in under 30 minutes, the MarTech podcast shares stories from world class marketers who use technology to generate growth and achieve business and career success all on your lunch break. And if you dig around, you might just find a show by yours. Truly. Ben’s a great host. Actually, I would tell you, check out a recent show on blending humans, AI, and automation. Download the MarTech podcast wherever you get your podcast.

John Jantsch (00:51): Hello, and welcome to another episode of the duct tape marketing podcast. This is John Jantsch. My guest today has Xenia Muntean. She is the CEO and co-founder of Planable, a content review and marketing collaboration platform used by over 5,000 teams behind brands like Hyundai Viper and the United nations prior to launching Planable. At 20 years old, she built a digital marketing agency and led social for clients such as Coca-Cola. She’s also the author of the manifesto on content marketing teams and the host of the podcast, people of marketing. So Zenia welcome to the show.

Xenia Muntean (01:28): Thank you so much, John, for such a warm introduction.

John Jantsch (01:31): Awesome. So I, I, as part of your introduction, I didn’t, didn’t read this part, but, uh, I know that you, when you were starting Planable, you went through a, a Techstar program in London, I think in 2017. Yeah. I’m just curious, you know, a lot of people talk about, especially a lot of startups want to go through that program, go through that kind of program. And I’m just curious what it was like for you. And what do you think it meant in terms of success for you?

Xenia Muntean (01:55): Uh, I think it was a tremendous program for our company. It, it really helped us open a lot of doors. And I, I think I, I really see Techstars as kind of the foundation of our company or the way we kickstarted Planable, not just because of the money and the, the round that we, we raised with them. But it’s also a lot about the, the networking, the connections we made there and just everything that we learned about startup life. It it’s really where we built the product, where we learned how to grow it, where learned how to develop, create value for customers. And it’s also a lot where it’s where we got our first customers. Yeah, it’s really, it really kick started our business.

John Jantsch (02:36): So, so a lot of founders have, um, a very similar story as far as why they created the, the product they created or where the idea came from. Yeah. And I’m guessing because you were running social for clients that had a lot to do with why you created, uh, Planable, but maybe you could share if, if that’s, uh, true

Xenia Muntean (02:53): Mystery solved John , but yes, that’s exactly where the idea for Planable. That’s where I got the idea for Planable. I was running, uh, social, creating content calendars for a lot of my, a lot of my clients back in my agency days. And I was really frustrated with the workflow. I felt like working in spreadsheets and spending my entire day formatting decks and presentations and going back and forth on emails was just not productive and not a delightful way of working with clients. I didn’t feel like it was delivering a very professional interface for clients. It wasn’t a professional way of doing business with them. And I tried to find something that was really focused on collaboration, approvals planning, cuz there were, you know, a bunch of tools even back there. Uh, there were a bunch of tools that were helping you with publishing on social automating, you know, publishing on, on, on social media channels. But there wasn’t anything specifically focused on planning and, and collaboration approvals. And that’s kinda where the idea of Planable that’s where Planable was born.

John Jantsch (04:01): Yeah, I think you’re right. I mean, I think the first generation of tools, like this were really all just about automating posting and things and, and when you started getting teams working together yeah. And approvals that were needed across maybe departments, you know, maybe legal had to even look at, you know, things then all of a sudden it got a lot more complex, didn’t it?

Xenia Muntean (04:20): Yes. That’s, you’ve put it perfectly. It’s really about the first problem in social media. There’s this amazing channels, social media’s this new thing. How do we automate it? How do we publish at scale? Okay. Problem solved. Now there’s a lot of people working and creating all of this amazing content. How do we align them? How do we create efficiency? How do we save time on that? And that’s where, you know, Planable comes in.

John Jantsch (04:47): So kind of again, talking about your journey with Planable, I always love to ask entrepreneurs as what’s been the hardest thing for you to figure out or learn

Xenia Muntean (04:59): Hardest thing.

John Jantsch (05:01): That’s, you know, what’s so funny. Uh, that’s also the hardest question that people have for

Xenia Muntean (05:06): True.

John Jantsch (05:06): That is cause every everyone pauses on that.

Xenia Muntean (05:08): Yeah. Hard houses on that. Yeah. Hardest thing. I think I, I was just having a conversation with my co-founder today on this topic. I think hardest thing is to learn, to let go, because in the beginning, as a, as an entrepreneur, you’re very hands on, you do all of the things that’s normal. You can’t afford anyone else so you do little bit of everything. And then in time you need to hire the best people, people that are better than you are at that job and trust them to do that job and let them go, you know, Deconnect detach from the job that they, they, you hire them to do. And it, that’s a really hard thing to do because it’s your baby. You’ve created it. So it’s so hard to detach and let go. But it’s also hard to do that. Like the high level, the strategic thing it’s so ambiguous. It, it takes time to develop whilst the tactical stuff, you know, the day to day it, you know, it’s achievable. It gives you like a dopamine boost, you know, you’ve done something quick thing. It’s a win. It’s so easy to do. I mean, it’s not easy, it’s still hard work, but it’s more graspable whilst. Yeah. The statistical stuff that you’re supposed to be doing is very vague. So yeah, that’s probably the hardest thing.

John Jantsch (06:22): Yeah. I’ve been doing this for 30 years and I can attest to the fact that , that that’s still hard today of, you know, for me. And I think that’s true of most founders. So let’s flip that around. What’s been the most rewarding, uh, part of growing your own, growing this particular,

Xenia Muntean (06:35): Seeing the team thrive and, and grow and like hiring people and seeing how they become better and better as professionals. Not necessarily. I mean, yes, of course at the job that they’re doing at Planable, but also as professionals, just seeing them grow in their career and seeing them making, like connecting between each other and building friendships and just like this growing organism that has its own life. And you do not have it, you know, you don’t have control over it, but it’s beautiful at expanding and growing and it’s aligned with what you were envisioning and it is just magical. Yeah. Yeah.

John Jantsch (07:16): So, so you’ve achieved, I mean, 5,000 teams, as we said in the intro, you’ve achieved a level of success with Planable or growth with Planable, but what was the biggest thing you did, uh, to launch that, that you think led to, you know, a great deal of success?

Xenia Muntean (07:30): Yeah, that’s a, that’s a great question. I think a lot of small things that we did in the beginning, I can’t point to like one single thing that we did that skyrocketed us. That would be great. Like that would be great advice to give to someone the, the, the, this thing that you need to do and that’s gonna like skyrocket your business and you’re gonna do amazing. I wish there was such a thing, but I think it’s just the result of a lot of tiny experiments, a lot of initiatives that you’re trying trial and error, and finally find something that works for your market. Something that works for your business. We’ve tried, for example, we’ve tried paid ads for a really long time and different channels until we finally figured out one that was working for us. But in the beginning, what worked for us was doing a lot of things that don’t actually scale talking to people, word of mouth, putting myself and my cofounders out there and like reaching out directly to people. That’s kind of how we got the first clients really in the beginning, it wasn’t anything that you’d think is scalable, like ads or SEO or content marketing, none of that stuff. Like first clients, purely manual work and reaching out to folks out there

John Jantsch (08:46): E everybody wants the one thing, right. That makes it happen. Although I do recall I’ve been an app Sumo subscriber for years, and I do recall you had a pretty successful launch on app Sumo, didn’t you?

Xenia Muntean (08:56): Yes, that’s correct. We did app Sumo in the beginning. Uh, it’s a great thing to do when you’re just launching out your product has maybe in beta, you need a lot of people to support you. And it’s really hard to build word of mouth from zero. No one knows about you. And it’s really hard to get the ball running. And abso is a great place to do that. Not just because of the cash injection that you get from the deals from the lifetime deals that people buy. But also you get really great feedback. Yeah. In bulk, like a lot of massive feedback from people which you, you really need in your early stages, then you also get word of mouth, right? Like if you’ve built a product that people love, even if it’s like very raw cause app Sumo users are, they’re used with like raw stuff. Yeah. Software that maybe breaks a little bit, you know? Yeah. Right, right, right. It’s you know, normal. So besides the feedback, you also get a lot of word of mouth people writing about you on social media blogs. And that then becomes a recurring subscriptions.

John Jantsch (09:58): Yeah. Yeah. AB Sumo people buy everything, anything, you know, they don’t, which as you said, it’s a very discounted plan that you’re giving, but you get so much in when you have nothing, you get so much in return for that. So it’s great. Great avenue. Yeah.

John Jantsch (10:10): This episode of the duct tape marketing podcast is brought to you by Planable. It’s a social media collaboration tool that helps marketers around the world plan, create review, approve, and schedule social media posts on Facebook, Instagram, Twitter, YouTube, Google my business, TikTok and LinkedIn, if you wanna check it out, you can actually give it a try for free. Just go to Planable.io, sign up and start creating awesome content. There’s no credit card required or time limit for the free plan. You have 50 posts included. And once you reach that number, you can use a coupon code, duct tape 50 and get 50% off the first two months for any plan that suits your needs. So go to Planable.io and grab your team and give it a spin. So let’s talk a little bit about some of the problems that the Planable solves.

Xenia Muntean (10:59): Yeah,

John Jantsch (10:59): For sure. First one is, you know, if you asked any marketing teams, you know, I, I would say content planning, obviously production is hard too, but I think content planning is a thing that they struggle with the most. I mean, very few people get out ahead of it. So, you know, I guess why is content planning so hard and what did you, how are you addressing that for teams?

Xenia Muntean (11:21): Yeah, so I was just looking this week at some stats and some reports in the industry. And I stumbled upon a very interesting fact that two thirds, only two thirds of small businesses actually use social media for marketing and to promote themselves. And I think that a lot of businesses don’t use social media because they don’t know if their, you know, of course they don’t know if their audience is out there. Yeah. They don’t understand the long term benefits. And most of the times, because they’re small businesses and have limited resources, they want to see immediate results. Of course. Yeah. Yeah. And then also, because there’s limited resources, it’s really hard for them to maintain consistency. Right. So a lot of businesses struggle with posting on social media at least, you know, once a day or at least a couple of times a week. So, but growing, you know, social media requires consistency requires setting some expectations in terms of quantity of content, but also quality of content on social media.

Xenia Muntean (12:27): Yeah. And that’s kinda where I’m, you know, that’s where planning content yes. Uh, comes in handy because it makes you, it makes it easier for you to, to focus. It allows you to plan this entire batch of content and bulk, and it saves you time if you do it on a ad hoc basis where you post today and maybe post tomorrow, and then you do it day by day, you’re never probably gonna achieve consistency and you’re never gonna get to that rhythm of posting. And that’s why like finding a way to put some, you know, a couple of hours aside where you get to plan for a month or two months in advance, depending on your business. And, and if you can, you know, afford to do, uh, that much content in advance, putting it on autopilot and, you know, saving time with that is, is extremely important in my opinion.

John Jantsch (13:21): Well, and I think what it does, at least it does for us, is it me, it kind of ensures that we’re gonna be posting content that is actually going to be around our business goals for the quarter. Yeah. And not just, well, we need to post something, you know,

Xenia Muntean (13:34): scramble around

John Jantsch (13:35): To. Yeah, exactly. Yeah. And, and so we’re saying, oh, we’re launching this product or this course, or whatever in this timeframe. So let’s produce content running up to it, you know, that’s going to support it. And I think that, I mean, it’s, we all know that. I mean, right. That’s not like some genius thing, but I think that it, it really takes the tools to end the end, the discipline, I guess, to, to do it. Doesn’t it

Xenia Muntean (13:56): Discipline? Yes. I love that. Yes, for sure.

John Jantsch (14:00): So AI artificial intelligence is, is being built into everything today, or at least is being talked about as being built to everything today, particularly social media content. How, how does in your mind, you know, what’s the role of AI and content planning and, and execution, and even inside of, uh, the Planable tool.

Xenia Muntean (14:19): I think we have a long way to go until we can use AI for content creation. I feel like that part like creative content creation is something that is not gonna be touched by AI in a meaningful way for a really long time in advance, in order to create meaningful content for your business. You need to understand the market, your business goals, your audience, you need to understand your tone of voice your brand. So there’s a lot of moving pieces to that. Mm-hmm mm-hmm . And I really doubt that any AI with the current technology can do it better than a human I can. So I don’t see it planning a role just yet as it is with a technology right now, I’ve seen a couple of tools popping up then and there, but I think nothing can beat like human creativity and someone that knows the business inside out, or the entrepreneur themselves that have built the business and know the brand and resonate with it.

John Jantsch (15:23): One of the things that, that I do think effective content marketers are doing are, is really viewing all the stages in the customer journey and, and producing content specific to those stages. Obviously, when somebody is just out there trying to find something, you know, find a solution, they, they have different questions and objectives than when somebody’s thinking about buying or even after they’ve become a customer. What are some of the ways that you’re, uh, seeing people use Planable for those different stages of the customer journey?

Xenia Muntean (15:53): I think what Planable helps the most is making the lives of marketers or businesses that, you know, promote their products and services, making their lives easier by, by streamlining, like the entire logistics, you know, the tedious, boring stuff that no one wants to do, right. Mm-hmm is, is publishing of course, but also the entire coordination that happens, right? The logistics of content creation of the logistics of, I have a freelancer that I need to work with. They’re creating content for me, but I need to, you know, check if that content is really, you know, what needs, what my business needs to put out there. How do I look at that content? Are they gonna send me a spreadsheet? Do I need to click on a lot of links? Well, how is this actually gonna look like on social media? So we’re automating all of that part and we’re making it super easy for whoever works on content for whatever team, even if it’s a team of, you know, two , we really help them coordinate the entire logistics of what is my social media presence going to look like, and how can we together as a team, even a tiny one can improve.

Xenia Muntean (17:04): This can make it better, right? And just streamlining this entire process up to publishing and publishing, including obviously automating, scheduling and forgetting about it. That’s kinda how I see Planable helping our customers.

John Jantsch (17:20): So, so with teams, even small teams, there’s a little bit of complexity and approval process, but I, I, you take it to the agency level and, you know, that’s, I might be managing 10 clients who have 10 teams internally. So how are you seeing agencies and, and consultants using a tool like Planable?

Xenia Muntean (17:37): Half of our customers are agencies and, and consultants. It’s kinda a no brainer yeah. For them, because if it’s just me and my business and I’m posting, yes, I do need a content calendar in a place to approve, to plan content, and then to schedule it and publish and Planable does that. But if I’m a, an agency I need, not only that, not only planning and publishing, I need to show my clients the work that I’m producing, help them see that work. Not only show them, but give them some kind of a preview of how everything’s gonna look like, and I need to do that, not just with one, but I need to do that with like a whole portfolio of clients. Exactly. How do I centralize their feedback? How do I manage approvals? How do I make it easy for them to understand the work that I’m I’m I’m producing and how do I do that at scale? And also optimize my time and my efficiency, because I’m an agency and my margins, you know, I need to take care of my margins. So it’s really in that case, Planable is kind of their operating. It becomes their operating system.

John Jantsch (18:45): Yeah. So, and you’re absolutely right. I mean, because not only is it 10 different clients with 10 different markets, 10 different approval processes, 10 different teams. I mean, it really is a lot of moving parts. So, uh, I know as you said, most agencies are looking to streamline everything because that’s, you know, that’s, that is where they make their profit is quite frankly, is through efficiencies. So tell, tell us more about to where you, where people can find out more about Planable. And I think you actually, we actually have a special offer two month, 50% off, I think, two months. Yeah. For plan or for duct tape listeners. So tell us where people can find out more about that.

Xenia Muntean (19:25): Yeah, for sure. So it’s, if, if you wanna find out more about Planable, you can just go to Planable, do IO, and you’re gonna learn a lot about the, the product. And then if you wanna take it for spin, see how the product works, you can sign up for our free trial for our free plan. You’re gonna get the full experience of the product, really see if it’s a good fit for yourself. And then if you wanna move forward with, with Planable, with one of our paid plans, you can definitely use the duct tape discount, just write duct tape in one of our, in, in the coupon field. And you’re gonna

John Jantsch (20:01): Get this. Actually I think the coupon we set up is duct tape, 50

Xenia Muntean (20:04): Duct tape 50. Thank you, John. for

John Jantsch (20:07): Correct. 50% off for the first two months, uh, by using that means duct tape, all one word 50, and that’ll be in the show notes as well. So that’s, there you

Xenia Muntean (20:15): Go. And if you wanna,

John Jantsch (20:17): I owe,

Xenia Muntean (20:18): Sorry. Yeah. And if you wanna connect with me and learn more about like the entrepreneurial journey, just hit me up on LinkedIn and more than happy to talk to you about like building businesses or growing your agency or optimizing, uh, for efficiency.

John Jantsch (20:32): Awesome. Well, I appreciate stopping by duct tape marketing podcast. Congratulations on, uh, the success of Planable and, uh, hopefully, uh, we’ll run into you one of these days out there on the road.

Xenia Muntean (20:44): Yes. Thank you. Thank you, John.

John Jantsch (20:46): Hey, and one final thing before you go, you know how I talk about marketing strategy strategy before tactics? Well, sometimes it can be hard to understand where you stand in that what needs to be done with regard to creating a marketing strategy. So we created a free tool for you. It’s called the marketing strategy assessment. You can find it@marketingassessment.co not.com.co check out our free marketing assessment and learn where you are with your strategy today. That’s just marketing assessment.co I’d love to chat with you about the results that you get.

This episode of the Duct Tape Marketing Podcast is brought to you by the Planable and HubSpot Podcast Network.

Planable is a social media collaboration tool that helps marketers around the world plan, create, review, approve, and schedule social media posts on Facebook, Instagram, Twitter, YouTube, Google my Business, TikTok and LinkedIn. If you wanna check it out, you can actually give it a try for free. Just go to planable.io, sign up, and start creating awesome content. There’s no credit card required or time limit to the free plan. You have 50 posts included and once you reach that number, you can use the coupon DUCTTAPE50 and get 50% off the first 2 months for any plan that suits your needs. Go to planable.io, grab your team and give it a spin.

HubSpot Podcast Network is the audio destination for business professionals who seek the best education and inspiration on how to grow a business.

 

How To Create Powerful, Uncopyable Experiences For Your Target Customer

How To Create Powerful, Uncopyable Experiences For Your Target Customer written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Steve Miller

In this episode of the Duct Tape Marketing Podcast, I interview Steve Miller. Meetings & Conventions Magazine calls Steve Miller the Idea Man for his unconventional, edgy, no-spin approach to marketing and branding. He is the author of the Amazon #1 bestseller, “UNCOPYABLE: How to Create an Unfair Advantage Over Your Competition.” Steve’s speaking and consulting clients have ranged from entrepreneurs to Fortune 100 corporations, including Proctor & Gamble, Greystar Real Estate, Caterpillar, Boeing Airplane, Starbucks, Philips Electronics, and the prestigious TED Conference. We’re talking about his latest book — Stealing Genuis: The Seven Levels of Adaptive Innovation.

Key Takeaway:

Improvement is not innovation and innovation is essential if your aim is to survive in today’s business environment. Fixating on improvement in today’s world is a dangerous path—one that ultimately leads to commoditization and irrelevance. In this episode, I talk with author, Steve Miller, about innovating in today’s business world by creating powerful, uncopyable experiences for your target customer.

Questions I ask Steve Miller:

  • [2:34] What does ‘Stealing Genuis’ mean?
  • [6:29] What is adaptive innovation?
  • [9:39] How do you advise people?
  • [14:43] What are some of the ways to know if something innovative is going to be a big risk and not turn off customers?
  • [16:23] Do you have a couple of examples of companies that you think are just routinely good at innovation?
  • [19:06] Where can more people find out about you and your work?

More About Jack McGuinness:

Take The Marketing Assessment:

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

John Jantsch (00:00): This episode of the duct tape marketing podcast is brought to you by the female startup club, hosted by Doone Roison, and brought to you by the HubSpot podcast network. If you’re looking for a new podcast, the female startup club shares tips, tactics and strategies from the world’s most successful female founders, entrepreneurs, and women in business to inspire you to take action and get what you want out of your career. One of my favorite episodes, who should be your first hire what’s your funding plan, Dr. Lisa Cravin shares her top advice from building spotlight oral. Listen to the female startup club, wherever you get your podcasts.

John Jantsch (00:49): Hello, and welcome to another episode of the duct tape marketing podcast. This is John Jantsch, my guest today’s Steve Miller meetings and conventions magazines calls him the idea, man, for his unconventional edgy, no spin approach to marketing and branding. He’s the author of the Amazon. Number one best seller UN copyable. How to create an unfair advantage over your competition. He speaks in, uh, his speaking and consulting clients have ranged from entrepreneurs to fortune 100 corporations, including Proctor and gamble, gray star, real estate, caterpillar, Boeing, airplane, Starbucks, Phillips electronics, and the prestigious Ted conference. Today. We’re gonna talk about his latest book, stealing genius, the seven levels of adaptive innovation. So

Steve Miller (01:38): God, thank you for that. When having me on to talk about this, this is great. I, you know, I mean, I think I’m pretty sure no, this is how authors work, right. But my book went to number one, which was for a brief period of time. okay. You and I both on top of it again sure. That I knocked you off the best seller list for like two or three days, you know, then you immediately just jumped right back.

John Jantsch (02:07): Well, that is good to know. And then listeners won’t won’t know this, but this is our second attempt at this interview because we had a technology glitch. And so Steve was kind of kind enough to come back. There’s I, and, and I, you know, if you were to listen to the other recording, just know that it would not be the exact same thing. I, I suspect because I never know what a questions I’m gonna ask. And I know Steve, has you

Steve Miller (02:29): No idea what Steve has no idea. I,

John Jantsch (02:34): So, so I do wanna start by unpacking the, just the ti the words or the, that you use in the title. So in two cases, the first one, stealing genius, maybe give us a definition of, of that

Steve Miller (02:45): Going well. This if, to try to unwrap it as quickly as possible that the Genesis of this is that too often, businesses doesn’t matter what size business you could be, a, a single person, entrepreneur, you know, or, you know, a fortune 500 company too often. They get fall into the trap of paying too much attention to the competition, too much attention to the world within their world. Okay. And as, as such, you see an awful lot of dare. I say, incestuous behavior among companies, you know, they copy each other. They might try to improve upon somebody else’s idea, but they kind, that’s kind of how they come up with their future plans for, oh, we’re just, we’re gonna get better than the competition. We’re gonna get better than the competition. Well, many years ago, my father, Ralph Miller and his cohort and crime bill Le of li jet, they got together and came up with this concept that they, they deemed the eight track tape player.

Steve Miller (03:54): Okay. So yes, my dad was part of that world. now the reason I bring that up is because while they were planning on building this product, ultimately after a lot of, of starts and stops and stuff like that in various locations, they ultimately ended up in Japan trying to build this product over there. Now this is back in the sixties. And when you think of the, when you think of made in Japan, back in the sixties, for the most part, it was kind, you know, they were known for those little umbrella straws, you know, things that would go into your drinks, you know, it would open and close. And they, and there was an American consultant who got in with Toyota and his name was w Edwards, ding and Deming was really the precursor or one of the guys that kind of got the total quality thing moving well.

Steve Miller (04:44): So, right. So my dad and bill Le knowing they had to build a quality product in Japan, they brought him in to be part of the team. So, and then my dad, who, now this, I don’t wanna get into a discussion with my dad, but he decides that the way to spend quality time with his young teenage son is to drag me along and fly me to go to hang with these guys, right? Oh, that was a blast. And, but one of the things I remember was that DMing was very, this guy was really a pound the table, kind of a guy, right. When he got really, and, and the thing that he got really big about was benchmarking. Okay. Because that’s essentially what we’re talking about. When we say that, that we, as companies tend to look at our competition, we tend to look within our world.

Steve Miller (05:41): We are benchmarking is what we’re doing. Okay. Now D ding called that intrinsic benchmarking where you were benchmarking in your industry, but he maintained that in order to think creatively, that was a mistake. You were not gonna come up with new ideas by just studying the competition. You were gonna come up with new ideas by going outside your world, outside of your natural, uh, environment and go study aliens. And he called it extrinsic benchmarking, and I call a call it stealing genius. So, so that’s where, that’s the Genesis of where it all came from. It all started hell of a long time ago.

John Jantsch (06:29): so, so, so let’s, uh, unpack this other term then. So stealing genius really essentially comes down to looking for ideas that you can apply to your business, your industry in maybe unusual places. So then it’s a matter of, and, and the book really then comes up with these seven levels of how to think about it, of adaptive innovation. So, so, and

Steve Miller (06:52): So an adaptive innovation is really a it’s, it’s really the how to do it of stealing genius is that you go out and, you know, like I say, I talk about seven different levels of, of Ben benchmarking, petty them. And you look for people, organizations, companies who are not part of your world. Right. And you go stuck. Geez, what are they really good at? Okay. And you look for the genius in those people, and then you ask yourself, okay, is that something I can actually steal? And that’s where you, you’re answering the question. Is that an innovative idea in my world that I can adapt? All right. Cause you know, I mean, you can go study, you know, companies and people in other industries and they’ll have great ideas, but you’ll never, you just won’t be able to figure out a way to use them.

Steve Miller (07:41): So it has to be an innovative idea that you can adapt back into your industry. So, so to just say, you know, as just a simple example, like if you are in the high tech industry right now, then I would be telling you, go out and study the food industry, go out and study, you know, reader, industry, go detail, go out and study, you know, some AIAN high tech is using it, right? So at restaurants, you know, and ask yourself, is there something out there that we can steal and bring back to high tech? And nobody’s UN copyable hard, nobody in high tech is approaching anything like that right now. And if you do it right, you can actually create a situation that, you know, from my previous book is, is hard to copy.

John Jantsch (08:25): And now let’s hear from a sponsor, look, you’ve worked hard to grow your business and finding CRM software. You can trust to help grow it even more. It isn’t easy, whether you’re starting out or scaling up, HubSpot is here to help your business grow better with a CRM platform that helps put your customers first. And it’s trusted by enterprises and entrepreneurs alike with easy to use marketing tools like drag and drop web page editors that require no custom code content strategy tools, where you can create topic clusters that automatically link supporting content back to your core pillar pages to ensure search engines can easily crawl your site and identify you as an expert on any given topic. HubSpot helps your business work smarter, not harder, learn how your business can grow better@hubspot.com. So, so one of the things that I think is probably difficult, I don’t think anybody listening so far is like, oh, that’s a dumb idea that, that, I mean, I think everybody pretty much agrees with yeah, that’s, we’ve all seen that in our lives. Maybe you’re in some business innovation where everybody was like, that’s brilliant, but they really just brought it from somebody else who was doing it. So how do you advise people? I mean, I sure the first question a lot of people ask is, well, where do I look? You know, how do I get started?

Steve Miller (09:47): Well, you know, and with the Lev, the seven levels, you know, I try to take it from like the easiest way to start, you know, do I want to innovate right. And up to the most complicated and the easiest way to start is, first of all, is ask yourself just a question. Like, like, okay, what do I wanna, what I’ll, I’ll use an example of, uh, of, um, let you know, trade shows, for example, you know, one of the, one of the biggest issues with trade shows that the, the producers of trade shows, you know, they have to go out and they’re finding exhibitors who are spending a lot of money to come in and buy these booth piles. Well, one of the biggest challenges for the build these booths and, and spend that money, and then they have to attract people to come to walk up and down the ERs is they want those people to walk every single aisle, right.

Steve Miller (10:35): Because they want them to get in, to go buy all those people who are spending money. So if you ask the question, how do we get people to walk the aisles? Right. Well, that’s so let’s say that’s the project. That’s, that’s the question. So you ask, now the question you ask yourself is okay, who to that is not in the trade show. World is really good at forcing people walk and, and the number one example, the biggest example of all are supermarkets. Okay. It’s the food industry, but supermarkets are brilliant. They are genius at forcing you to travel as many aisles as possible before they will let you out. okay. You get your cart. That’s right. And, and like, just like the simple question, where is the milk in the supermarket? It’s as far away from the front door as it possibly can be, because everybody’s gonna, everybody’s got milk on which means you have to go their list.

Steve Miller (11:44): Right? So, so they’re gonna make you go as far away as possible. And they’re, you know, up and down aisles or around the corner or some different stuff like that. So that is, and trade shows by default historically have always put the milk in the front of the front of the hall. When you go into a big trade show for the most part, the biggest exhibitors, the ones who are the destination ex they’re, like anchor stores at a mall. Okay. They are making, they let you walk in and boom, you walk right in. Well, smart trade shows that, and I’ve consulted for a number of really big, you know, the top put the milk in the back of the hall hop shows in, in, in the country. You know, you finally get them to understand, no, you, you they’re the milk, right. They’re still gonna get every single person into their booth, but, but the people have to travel to get to them. So that’s see, that’s an example of it’s where you start at that kind of level level one where you define, find the, define the objective, and then you go out and you ask yourself who is doing this. That is an alien in, in our world.

John Jantsch (12:54): Yeah. So I think that the key to that as I’m listening to you is it’s not just a matter of going out and saying, oh, that’s different. We could do that. It’s really, I think first you have to look inward, you know, what is our industry doing? What does everybody do? What does common practice and really start then saying, how can we, you know, Zig let’s go look for a Zig. That would make

Steve Miller (13:16): Sense. Yeah, absolutely. I mean, we’ve all heard. And I use the term map, the experience. I mean, you know, the customer journey, I mean, everything like that, but you know, those of us that are the consult, you know, we have these conversations with our clients and we talk about all these things. And then what I do is as we map the experience of the customer and go through all the touch points that they might have, then what I do is I, I, one by one, we go through the touch points. So we say, okay, is this something that we can change? You know, or do we have to just keep doing it the same way everybody else is doing it right now, if it’s, you know, let’s ask ourselves that question, you know, how do we make somebody travel? You know? And that might be the big question, but you do it with every, you know, every opportunity that you have, you look for a way to ask the question, is this something that we can do differently?

Steve Miller (14:05): You know, now, but even when you say, well, you know, you know, we, we could go look at companies and oh, look what they’re doing. Well, that’s actually one of the levels. Okay. But mm-hmm, before you get to, before you get to the point where you just go look at a company and say, gee, what are they really good at that, you know, you kind of wanna go through these other levels. So you get in your mind and you get yourself thinking in terms of what do they do, great that I can steal and use back in my

John Jantsch (14:31): Work. So one of the things that I, you know, a lot of pushback from companies, why they don’t innovate is because will it work? Nobody else in our industry is doing it. You know, it’s almost like a fear to try. So what are some of the ways that, that somebody can, this is probably two questions, but first know how something know that something’s going to work is not gonna be a big risk. It’s not gonna turn their customers off.

Steve Miller (14:55): Well, I think the first thing to ask yourself is do people buy from you because you’re similar to the competition. and yeah.

John Jantsch (15:05): And yeah. And in fact, jump in, push back more. I would guess a lot of people would say, well, not necessarily because of that, but they have a certain expectation, you know, of how they’re gonna be treated, say in

Steve Miller (15:17): The industry life. I know if their expectation for you is the same as for everybody else, you know, then, then we run into the problem and you, and I both know where this ends up, this ends up with, you know, first of all, everybody’s product is quality. Everybody has high quality products today, everybody right. Says they have the best customer service on the planet. Everybody says that. Okay. Right. And if everybody has the best product and you know, and essentially in most industries there, it’s, they’re commoditizing now, you know, that’s the way technology is working. And the second thing is, if everybody says they have the best customer service, well, the customer, no, you know, the customer never buys similarity. The customer always finds a difference. And if they can’t find it between the product or the service, it comes down to price. And I I’m, I’m saying to people, if you wanna compete on price, then I’m not your consultant. no question about it.

John Jantsch (16:15): Yeah. Well, there’ll always be somebody willing to go out of business faster.

Steve Miller (16:18): That’s right. Chase that to the bottom. That’s exactly right.

John Jantsch (16:21): do you have a couple examples of companies that you think are just routinely

Steve Miller (16:27): Good? Oh, well, you know, but the, and of course, yes, they they’re, they’re the obvious answers. Right. You know, the Disneys, you know, the, you know, the apples and, and groups like that. I mean, I love to look at companies that are not huge, that are doing things that are just wicked, you know, wicked different. I have a client who they build those, you know what, like if you go into a auto body shop or something, or a car auto shop and the technicians who are, and these guys are really good at what they do. Okay. And they own all of their own tools and they have those tools in a really nice toolbox. And it’s usually like this huge toolbox standing up really tall and it’s red. That’s exactly right. Yeah. And, and one of my clients who is one of the suppliers to that, they, you know, he wanted to, you know, we were fighting over like, okay, how do we separate?

Steve Miller (17:26): How do we separate? You know? And you know, you try to get ’em to, oh, you can change color. But really what we’re looking at is we’re looking at what can we offer people that nobody else is gonna offer? And, you know, and he said, you know, they’re all expensive. You know, at that level, they’re very expensive. So how do you prove value to a customer? Cause I always say where value is clear, the decision is easy. And so he came up with this concept of, of not just a lifetime guarantee, but he came up with a, with a concept of a 55 year guarantee. And what he did with that was by, by taking a specific number like that, instead of saying lifetime, cuz lifetime is kind of one of those things, people, banner, you know, bandy about, you know, all, all over the place he said for, he says, if you call me within 55 years, I will give you a brand new, you know, you know, case, or I’ll give you your money back.

Steve Miller (18:23): Okay. And then, and, but then he, you know, in the guarantee he also says, put, my kid is take, okay. We both know I’m not gonna be alive in 55 years. right. He’s actually taking a long taking over the business. And so my kid will be, you know, taking care of the, so, so what he’s doing is he’s just essentially, you know, a lifetime guarantee and he’ now spun it into language that people will remember. And that’s what we’re, that’s what we gotta be cognizant of is that people do business, you know, with people, they like, they know they trust and they remember, okay. And that’s the thing that it just for him, you know, it has separated from the crowd and man, and you know, and he is killing it.

John Jantsch (19:06): So Steve, tell me, tell people where they can find out more about obviously the book, a stealing genius or uneven.

Steve Miller (19:13): Well, you know, you can find out about him on Amazon,

John Jantsch (19:15): Find out more about your

Steve Miller (19:16): Work. You can absolutely do that. Yeah. But here’s what here’s, what I’m gonna do is I’m gonna, I’m gonna give a gift to everybody because I love giving out books. And so what I’m gonna suggest is go to the website, be copyable dot. No, I’m sorry. Whoops. Back up. I started to say wrong, no stealing genius.com/do tape. Okay. And if you go to that site right now, here’s what you do. You go buy stealing genius on Amazon. I don’t care put, if you buy the Kindle, it doesn’t bother me. Right. And then you go to that webpage and it asks you for your email address and you email address. And, and then I will follow up with you. And I will say, okay, now send me your mailing address. I will send you a free paperback copy of my book, UN copyable as my gift to you. And yes, I will even sign it because John, you and I both know how much more valuable that makes that book. Right. you know, don’t personalize,

John Jantsch (20:20): Absolutely RA raises the price of my books, uh, by 50 cents on eBay when people are selling at least.

Steve Miller (20:27): Yes. Is it? Cause personalization actually drops the value of the book.

John Jantsch (20:32): That’s right. That’s right. No, no longer re well Steve, thanks again for, uh, taking the time, stop by the duct tape marketing podcast. And hopefully we will run into you again soon when

Steve Miller (20:41): Hope so. Can’t wait. See your next book either. Thanks.

John Jantsch (20:43): Thanks Steve. Hey, and one final thing before you go, you know how I talk about marketing strategy strategy before tactics? Well, sometimes it can be hard to understand where you stand in that what needs to be done with regard to creating a marketing strategy. So we created a free tool for you. It’s called the marketing strategy assessment. You can find it@ marketingassessment.co not.com .co check out our free marketing assessment and learn where you are with your strategy today. That’s just marketingassessment.co I’d love to chat with you about the results that you get.

This episode of the Duct Tape Marketing Podcast is brought to you by the HubSpot Podcast Network.

HubSpot Podcast Network is the audio destination for business professionals who seek the best education and inspiration on how to grow a business.

 

Transforming Marketing With Artificial Intelligence

Transforming Marketing With Artificial Intelligence written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Paul Roetzer

In this episode of the Duct Tape Marketing Podcast, I interview Paul Roetzer. Paul is the founder and CEO of Marketing AI Institute, and the founder of PR 20/20, HubSpot’s first partner agency. He is the author of The Marketing Performance Blueprint (Wiley, 2014) and The Marketing Agency Blueprint (Wiley, 2012); and the creator of the Marketing AI Conference (MAICON). As a speaker, Roetzer is focused on making AI approachable and actionable for marketers and business leaders. He’s also the co-author of a new book launching in June 2022 — Marketing Artificial Intelligence: AI, Marketing, and the Future of Business.

Key Takeaway:

AI is simply a system that can perform tasks that normally require human intelligence. The idea and purpose behind it are to drive digital transformation, evolve an organization, do smarter marketing, save time and money and produce better outputs.

In this episode, I talk with the founder of Marketing AI Institute, Paul Roetzer, about how AI is changing the game in marketing today and how to utilize AI in your marketing to be more efficient and effective in your organization.

Questions I ask Paul Roetzer:

  • [1:40] When somebody asks you, “What is AI?” — what’s the simple answer?
  • [2:47] Let’s start with the dystopian view. I’m sure you hear all the time that AI is taking over — where does that view intersect with reality?
  • [4:22] If your job is doing repetitive things, would you say someone in a role like that could be looking at getting replaced in the future?
  • [5:18] How will AI impact the marketing profession?
  • [7:21] What are some of the everyday uses of AI that people are experiencing and maybe don’t know it?
  • [10:07] What are the five things that every digital agency should be diving into that are going to give them some of the advantages of using AI?
  • [11:54] If you looked at these as efficiency tools alone, that would be a great start, wouldn’t it?
  • [12:25] Who are some companies that you think are using AI really well in their marketing or operations?
  • [13:39] What’s been the hard part of using AI for non-enterprise level organizations?
  • [15:02] Would AI help you serve your existing clients better?
  • [16:49] What ways are you seeing consumer behavior change?
  • [18:36] Where do you see AI being applied for more personal experiences in places like an email newsletter for example?
  • [20:25] What would you tell a group of folks that are just now getting into marketing where they should be putting their attention?
  • [21:56] Where are your favorite places to find AI tools?
  • [23:15] Where can people connect with you and find out more about your work and your book?

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

John Jantsch (00:00): This episode of the duct tape marketing podcast is brought to you by the female startup club, hosted by Doone Roisin, and brought to you by the HubSpot podcast network. If you’re looking for a new podcast, the female startup club shares tips, tactics and strategies from the world’s most successful female founders, entrepreneurs, and women in business to inspire you to take action and get what you want out of your career. One of my favorite episodes who should be your first hire, what’s your funding plan, Dr. Lisa Cravin shares her top advice from building spotlight oral. Listen to the female startup club, wherever you get your podcasts.

John Jantsch (00:47): Hello, and welcome to another episode of the duct tape marketing podcast. This is John Jan and my guest today’s Paul Roetzer. He’s the founder and CEO of marketing AI Institute, founder of PR 2020 HubSpot’s first partner, agency HubSpots and sponsor of this show. As many of you know, he’s also the author of the marketing performance blueprint, the marketing agency blueprint and creator of the marketing AI conference Macon. So guess what, we’re gonna talk about AI, but he’s also got a new book coming out co-author of marketing, artificial intelligence, AI marketing in the future of business. So Paul, welcome back.

Paul Roetzer (01:27): It’s so good to be back together, John. It’s good to see you.

John Jantsch (01:30): So, so we’ve been, we were laughing before we started the show. We’ve been talking about AI and now maybe for five or seven years, but I still think there’s a lot of, like, what is that, you know, is that Hollywood? Is that, is that sci-fi, you know, how do you, when somebody just asks you, what is AI? Is there a simple answer?

Paul Roetzer (01:44): The definition I always give is the science of making machine smart and actually comes from de SaaS. Who’s the co-founder and CEO of Google deep mind. And what I love about the simplicity of the definition is the software we use every day, as marketers, as consumers, the hardware we use the phones like your iPhone, they’re incapable of doing things on their own, unless they’re told how to do them. So machines being software and hardware with AI, those machines get human bilities to understand language, to generate language, to see, you know, with computer vision. And so that’s really what they’re doing, and they’re able to learn from data and get smarter on their own. And so we’ll talk, I’m sure we’ll talk about some use case, some examples. Yeah, but that’s the key is rather than just software, that’s all human rules based AI enables vendors to build software that learns and evolves and makes predictions and recommendations to you to augment what you’re capable of as a marketer.

John Jantsch (02:44): So let’s start with the dystopian view, sure, uh, of, of, you know, which I’m sure you hear all the time, right. That, you know, it’s taking over, there’s no thinking there’s no feeling, you know, like, you know, content marketers are, you know, like, yeah. I just put in a couple keywords and boom, I’ve got great content. You know, I don’t have to hire anybody anymore. Uh, where does that view intersect with reality?

Paul Roetzer (03:08): AI’s not that smart. So I think the key is there’s definitely this nature one, you think it’s abstract and it’s, it is just the sci-fi thing. You’re not actually using it. Two is it can seem overwhelming and highly technical. The reality is that AI isn’t that advanced today. What, what happens is it’s trying to do these very specific tasks at, at a very high level. And it’s normally applied to things that are repetitive and data driven for us as marketers, things that we don’t want to have to do a bunch of times anyway. Yeah. So you kind of look at these things in your daily life where it’s repetitive, there’s a defined process for it. That’s a lot of times where AI being applied, it’s augmenting what you do. It’s intelligently automating pieces of it is not taking your job away. It’s not replacing you as a writer. It’s just there to be an it’s easiest to think of it as an assistant. And so that’s in the book we go into like these different levels of intelligent automation, and we’re not going from zero to fully autonomous. We’re just trying to get that little bit of support from the machine.

John Jantsch (04:05): Yeah. And I think some people can make a case for it actually frees you to do the creative work. And I think the argument probably 25 years ago when robots came around was, oh, it’s taken, you know, these people’s jobs, but like, do you really wanna put that bolt in 3 million times? , you know, over the next two weeks, is that a really satisfying job? Right. So that’s a lot of what you’re saying is it takes the repetitive stuff out. And, and so clearly if, if you’re counting on having a job, that’s based on repetition, I mean, you’re probably, you probably are looking about at being replaced, aren’t you?

Paul Roetzer (04:36): Yeah. I mean, the way I explain it is if your job is simply to AB test landing pages that is fundamentally all you do 40 hours a week, then yes, it will replace you like you. That is not gonna be something humans need to do. If you are looking at data and trying to figure out audience targeting for media buying AI is really good at that. It’s really good at finding patterns and like being able to predict, you know, behaviors and outcomes. So it’s just tasks. But if your entire being is doing those repetitive tasks, then yes, it would be a good time to start looking for other areas where there’s uniquely human traits needed, like strategy, creativity, empathy, like those relationship building, those are machines not doing those things really. Yeah.

John Jantsch (05:17): So, so how, how are you talking to marketers specifically about the impact of this in their jobs? We, you kind of almost touched on it right there a little bit. Yeah. But how are, you know, how does it really, how will it, uh, impact the marketing

Paul Roetzer (05:31): Profession? So at a high level, we talk about this intelligent automation. We’re under the working assumption that within three to five years, at least 80% of what marketers do will be intelligently automated to some degree, meaning tools, software you’re using is going to have AI in them, but that’s not unlike your consumer life. So you don’t think about AI all the all day long, but every time you use Netflix and it’s recommending shows and movies, Spotify learns, you know, your music and predict shows, Google maps routing you from a to B in the, in the fastest way. Anytime you talk to a, a virtual assistant like a Google or Siri, all of that is AI. And so your life is made more convenient, more personalized by AI. And that’s, what’s gonna happen in business, whether you’re in advertising or email or communications or SEO, AI is going to be infused into the software and make it smarter. And in many cases, you’re not even gonna notice it or even care. Yeah. But we’re not there yet. And so what we tell marketers is you can get there now though, you can go find smarter tools to do what you do. It’s not about buying AI. It’s about buying smarter tech. You already buy this tech find tools that are getting better and making you better at your job.

John Jantsch (06:43): Yeah. And I think one of the, well, let me back up a little bit, cuz you, you alluded to a point I was gonna ask about is I think the AI’s been with us a lot longer than people realize and it’s in everyday stuff that we, you know, we don’t realize. I, I wrote my last book exclusively in, uh, Google, uh, docs at somewhere along two, three years ago, you know, they started adding AI to Google docs to where it’s actually, I could start writing a sentence and go, oh, I wasn’t gonna say that. But that’s pretty good. I mean, it would actually, you know, and I don’t know if it’s purely learning one to one with me or if it’s just saying, oh, people commonly finish sentences with this word that start that way. So, so talk a little bit about some of the really everyday uses you started talking a little bit about ’em, but going to some examples of everyday uses that people are experiencing AI and, and maybe don’t know it.

Paul Roetzer (07:35): Yeah. So the, we talk at a high level categorically and there’s, I think it’s chapter two of the book is, is broken into language, vision and prediction. And so it talks like these parent categories of different applications of AI. So language in particular is of interest to all marketers, right? And that is mainly around the understanding and generation of language. And so that’s like what you’re talking about Grammarly is a great example of AI embedded within a tool that many people use every day. Um, so zoom is another, like they use outer.ai to transcribe audio, right? So speech to text, text, text to speech is another one language generation with any, whether it’s video or audio or written. So like all these Twitter out there, like copy.ai and Jasper and hyper write. And you know, you hear all these names, you probably see the ads for, and what they’re doing is using a, the tool called G PT three or an underlining platform called G P T three, which is made by open AI.

Paul Roetzer (08:27): And that is a language generation it’s using, what’s called a large language model to generate language in all these different disciplines. And so you can go in and give it a sample website and say, okay, write me ad copy, or write me social media shares based on this. And it’s doing it now. You’re not gonna grab it and hit publish. But as a social media pro or an ad person or a blog post writer, you’re going to take these almost as drafts and improve on them and then publish them. And so I think again, anywhere where you write, you’re seeing it all over and that’s gonna continue to become a part of your life. And then again, you just go disciplined by discipline, whether again, your communications, SEO, and just find ways where there’s repetitive processes, predictions being made or language being read or generated.

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John Jantsch (09:57): So if somebody came to you and said, yeah, we we’re an agency digital agency and we know about AI, but we haven’t really been aggressively or intentionally trying to bring it to our clients. Where would you say, well, here’s the starting point. Here are the five things that every digital agency should be diving into that it’s gonna give them AI or it’s at least gonna give ’em some advantages using AI.

Paul Roetzer (10:18): Yeah. So there’s two ways we teach it. It’s called the piloting. AI is that there’s a chapter dedicated to this, too. What I tell people is take a spreadsheet, make a list of all the activities, the tasks that you do individually, or as a team each week, each month make a comment that says how many hours a month you spend doing it, uh, what software you use for it and how much that software costs per month. So you’re basically getting a cost structure for each activity and then just apply of simple rating and says, well, how valuable would it be to intelligently automate this task? And so let’s say you’re a content strategist and you spend 10 hours a month on the editorial calendar, figuring out what to write, looking at past posts, trying to predict what work, what you should republish, what you should create new.

Paul Roetzer (10:58): Then that might be an area where you could say, wow, if AI could help me do this and cut it 80% of the time spent on it and be better at predicting, what’s gonna work. That would be huge for me as a content strategist. There you go, AI for content strategy, go Google it, find three tools that do it, go demo those tools. So I always tell people is start where you’re already spending time, where you can make a business case for the value it could create for you. And you’re gonna know real quickly whether it’s working or not. Cuz at the end of the day, AI is just designed to make you better at your job and make it cost less to do the job. And if it’s not doing that in improving performance, then it’s a waste of time.

John Jantsch (11:38): Yeah. I think that’s a really great point too, because I think a lot of people look at this and say, oh, we can do new things and maybe start by by just getting efficiencies. Yes. I mean you could probably generate a tremendous amount of profit to the bottom line by just get, I mean, everybody that, by getting more efficient. So if you looked at these as efficiency tools alone, that would be a great start, wouldn’t

Paul Roetzer (11:58): It? Yeah. And I know of companies that have, I have friends whose jobs and companies is to try and reduce the need for 15 new headcount down to five. Yeah. And they’re basically just looking at not, they’re not their job isn’t to fire people, but it is to say, as we scale, how do we do it without having to hire more? And so they’re looking at inefficiencies and work productivity and they’re finding things that AI can do to at least some degree without the need for human involvement or minimal human involvement,

John Jantsch (12:25): Who are some companies that you think are doing this really well. I mean that are maybe kind of ahead of the curve and, and it might just be in their own operations or in their own marketing.

Paul Roetzer (12:33): Yeah. Most of as big enterprises, they don’t talk about it much. But when you look at retail eCommerce or huge ones, just go to the top 10 eCommerce companies, top 10 retailers, um, CPG financial services. Those are healthcare. What you look for is companies and industries that have a lot of data and a, and a huge need for personalization. And there’s a really good chance they’ve been doing this stuff for five to 10 years, not if not in marketing and sales and service across other areas of the company. But I mean, just like Mike, my co-author just put one on LinkedIn last week about like 15 retailers that are doing awesome things with AI. And it was the obvious ones. Walmart Starbucks McDonald’s bought, bought AI com like they’re buying AI companies, they bought one to customize the drive through screen for you based on the weather data and based on behavioral data of like what people are ordering that day. So it actually tailors what you’re seeing. So I mean, it’s just, retail was a huge one that, yeah, there’s just tons on.

John Jantsch (13:29): So that’s why that pumpkin spice shows up that day. Huh?

Paul Roetzer (13:32): Yeah. Well if it’s in the middle of the summer. Yes. Because otherwise it just shows up in the winter, but yeah,

John Jantsch (13:38): That, yeah. So, so taking this back to non-enterprise yeah. Level companies, uh, which a great deal of our listeners are what’s the, what’s been the stumbling block. What’s been the hard part, you know, of doing this.

Paul Roetzer (13:53): So we asked that question in our state of the industry survey we did with drift, like what are the obstacles to adoption? Number one far and away with 70% of people said, lack of education and training. They just didn’t know where to go to get the information. And then in the 40 percentiles you had like lack of awareness, lack of team, right? Like talent, lack of strategy, lack of vision. My base assumption is the vast majority of marketers still have no idea what it is. So they can’t explain it to you. They, if like, let’s say you’re at a, you know, a 30 person agency and you listen to this and you’re like, this is kind of cool. And you’re gonna walk into the CEO’s office and say, I think we should start doing more AI. And the CEO says, why you’re gonna say, I don’t know, just, it sounds like we’re just really cool. Like

John Jantsch (14:32): Everybody else is.

Paul Roetzer (14:33): Yeah. If they really say, well, what would be the business case for it? What exactly is it like most marketers can’t give a basic definition and they don’t know the main use cases for it. So I think it, it is just a lack of understanding across the industry. That’s slowing adoption rates down,

John Jantsch (14:47): You know, I loved one of the filters. I think that you used for this, you know, when a lot of new social media platforms would come around and you know, clients would be saying, should we be doing that? You know, should we get on Twitter, this, you know, circa 2007 or something like that. Um, and, and I always did use the filter. Uh, would this help you serve your existing clients better? You know, if you make a case for that, then go all in and we’ll get crazy with it. But, and I think that’s probably a great starting place for looking at AI. Isn’t it?

Paul Roetzer (15:15): Yeah, no doubt. I, I actually published something recently that wasn’t in the book and it sort of came to me, uh, little later on, but the, what I think’s gonna end up happening is, and again, keep in mind, I owned an agency for 16 years before I sold it. Right. So I, I live in the agency world and we work with lots of companies. So SMBs all the way up to, you know, fortune 500 companies. Um, I think in the not too distant future, there’s three types of organizations. There’s AI native. So they don’t exist without AI, they’re in an industry and they find a smarter way to do that industry, do the products and services in that industry. And they build from day one as an AI company, then there’s AI emergent. Those are companies that exist today that look to the future and say, while there’s smarter ways to do product and services, marketing sales, and then there’s obsolete.

Paul Roetzer (15:58): And, and I don’t think there’s anything in between. So the way I look at it is AI is going to be so essential to the operations of every business. And so intertwined into the marketing sales and customer service, that if you don’t find ways to adapt and evolve, someone else is going to build a smarter version of, of your business. That is way more efficient than you are without AI. And over time, I’m not saying like three years from now, we’re all done. Like if you don’t evolve saying, but over the next decade, like it’s going, you’re just gonna become less and less relevant if you don’t find a way to become more efficient at what you do and deliver better results.

John Jantsch (16:34): Yeah. And I think some of that’s very consumer driven too. You know, one of the things people always point to is Amazon changed the game because consumers got used to yeah. The way what they got to experience there and everybody else had to up their game or, you know, get left behind. And you know, what ways are you seeing consumer behavior change? Because whether they know it or not, they’re being served this way.

Paul Roetzer (16:57): Yeah. I, I think the key for me is as consumers of consumer products, but also in our B2B world, you come to expect convenience and personalization. Like if I’m, let’s say I’m shopping for new social media management software and I’m the entrepreneur of a five person company, or a 20 person agent, whatever it is, there’s a good chance. I’m not doing that at 10:00 AM on a Thursday. There’s a much better chance I’m doing it at 10:00 PM on a Friday after my kids go to bed. And I finally have a minute to look at that thing. That’s not critical to my business, but is important to the future. So if I’m on a website for social media management software and it’s like call us between Monday and Friday from nine to five, and there’s no intelligent chat out there that actually helps me get what I’m looking for or understands that I’ve been on the site previously and kind of can predict my behavior and my intent, like I want personalization and convenience in my shopping experience, whether I’m on Amazon or I’m on some social media management software site. And so I think as consumers, we just come to expect convenience and personalization, and there is no way to do personalization at scale, without AI in the future. Like I’ve heard software CEOs talk about personalization as though AI, or as though it can happen without AI. It can’t, like, we’re not that good as humanist writing rules that apply to thousands of people.

John Jantsch (18:17): Right. Right, right, right. Right. So, so let’s talk about the relationship between AI and your data, because I think that’s what you’re really in a lot of ways where, where people are starting to personalize without AI is because I know customer X has bought this product and I can cookie him or her. And so then I can serve a more relevant, personal experience perhaps, or relevant email newsletter perhaps. But where does, where do you see AI then? You know, must be applied. You know, if we can use these JavaScripts and we can use our own data, you know, where does AI come into play with that scenario?

Paul Roetzer (18:55): Yeah. So data is the foundation of AI. It’s what it gives its predictive abilities, cuz that, that you almost every case AI is just making predictions about behaviors and outcomes. That’s what machine learning is. So you hear machine learning thrown around is like synonymous with AI. Sometimes it’s a subset of AI, but machine learning is all about the machine learning from data to improve its predictions and actions. And so that’s what the data does is it gives you the ability to actually build these predictive models about customer retention, customer growth, churn rates, lead scoring, to predict who’s likely to be a new customer. Who’s gonna open emails. Who’s gonna click on it’s all predictions. And so data is at the foundation of that. Now you can be a small business. You don’t have to have, you know, hundreds of thousands of records because what you can do is benefit from anonymized data. So if you’re a HubSpot customer, they have 150,000 customers over money. They have, they can anonymize all that data targeted like, okay, this is a lump of cohorts. That’s in this specific industry or this specific size company. And they can anonymize that data to improve your predictive ability. I’m not saying they’re doing that, but that’s what’s happening. MailChimp is a good example. Hundreds of millions of records. They can use all that anonymized data to predict when you should send your emails, who you send ’em to subject lines, you should use things like that.

John Jantsch (20:07): Yeah. So let’s, let’s end by talking a little bit about future careers. If you were talking and you probably get asked to, to a group of college students that were in marketing, uh, what would you be? I know when I talk to ’em, I, I tell, ’em look, forget all the stuff you’ve been learning. This is what you actually should be focusing on. You know, what are you, what would you tell, uh, a group of folks that are just now getting into marketing, where they should be putting their attention?

Paul Roetzer (20:31): One, I think it’s an incredible time to come into the profession because as you said so much of what got the rest of us, where we are, is going to evolve in the near future. yeah. And so the ideas to, to, to drive digital transformation, to evolve an organization, to, to do smarter marketing, that saves time and money and produces better outputs. It can come from the interns because a lot of executives don’t understand this stuff and they’re maybe even a bit intimidated by it because they don’t understand and they think it’s gonna be really hard to learn. So they just kind of avoid learning it, keep putting it off. Yeah. So I think that the people who take the initiative to go learn it and don’t go and try and sell AI and machine learning like you, if you walk into the CMOs office as an intern and say, I think we’re gonna, we do some machine learning.

Paul Roetzer (21:17): We could cut a hundred hours a month of productivity and like get outta my office. Like I . But if you go in and say, Hey, listen, I analyzed our email marketing activities and we spent a hundred hours last month doing these five things. I think there’s a way to shave 50% of the time off and actually produce twice as much quality work now. Oh, talk to me about that. What is that? Okay. Well there’s these two tools I’ve been testing and here’s what they do. You don’t ever even have to say AI. Yeah. Yeah. But you know, to go find smarter tools to do the thing and you identify opportunities to drive efficiency cuz you understand what it’s capable of doing.

John Jantsch (21:51): All right. I lied. I’m not gonna end yet. Tell me where tell me, tell me where, what are you can need to say? Well, here are my favorite places to find AI tools or here are a handful of my favorite AI tools, either one, either way. You want to answer that.

Paul Roetzer (22:03): So in, in the book, there’s 10 chapters in the middle that are piloting AI chapters and it’s AI for advertising AI for communications. Each of those chapters just follow the same pattern. It explains the opportunity with that category of marketing. It goes into tech and then it goes into sample use cases or vice versa, use cases and tech. So there’s about 70 different vendors featured in the book that are a good starting point on the marketing AI Institute blog. We regularly published lists of vendors across different categories and different things. Like we did 36 tools for AI co or for copywriting last week that, that sort of stuff. So yeah, we just follow along the newsletter or, you know, grab a copy of the book.

John Jantsch (22:39): And the, the fun thing is that like everybody’s copy of the book will be different. Right.

Paul Roetzer (22:44): That would be awesome.

John Jantsch (22:46):

Paul Roetzer (22:47): There, there are a lot of things we tried to do with AI to do the book, but personalized copies for everybody. I don’t think the publisher would’ve let me get away with

John Jantsch (22:56): That. No, no, that’s a tough one. So speaking of an industry that, uh, maybe needs to come into the future, sorry. Uh, sorry. I’m not picking on your publisher,

Paul Roetzer (23:04): But my publisher’s very open minded. I actually love what they’re thinking of. We’re doing some cool stuff with synthetic voice potentially. We may actually

John Jantsch (23:11): Do some stuff, so. Oh cool. Awesome. We’ll tell people, you’ve mentioned a few things, but if you wanna invite people where they could connect with you and obviously the book will be available everywhere.

Paul Roetzer (23:20): Yeah. And so marketing, I institute.com. You can get to the book site from there. There’s gonna be, uh, there’s a couple of free downloads that actually the piling AI workbook that we talked about of how to figure out what to start with, that’s gonna be a free download as part of the book. So you can go there and actually get that spreadsheet. And then there’s a guide that has about 30 sample questions to ask AI vendors. So to help you assess them, it it’s kind of a cool guide. So those will both be available there. So yeah, marketing institute.com is best and I’m really good on, uh, LinkedIn and Twitter. If you wanna reach out to me personally, I’m, I’m really responsive on both of those platforms. I am not a Instagram TikTok or Facebook guy. And if I’m missing anything else, I don’t really do those either too much.

John Jantsch (23:56): gotta stay focused. Right. Awesome. Paul, it was a great catch up for you. I appreciate your stopping by the duct tape marketing podcast. Hopefully you will see you, uh, soon, one of these days out there

Paul Roetzer (24:05): On the road. Thanks so much, John.

John Jantsch (24:06): Hey, and one final thing before you go, you know how I talk about marketing strategy strategy before tactics? Well, sometimes it can be hard to understand where you stand in that what needs to be done with regard to creating a marketing strategy. So we create a free tool for you. It’s called the marketing strategy assessment. You can find it @ marketingassessment.co not.com.co check out our free marketing assessment and learn where you are with your strategy today. That’s just marketingassessment.co I’d love to chat with you about the results that you get.

This episode of the Duct Tape Marketing Podcast is brought to you by the HubSpot Podcast Network and Drip.

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How To Build Great Leadership Teams

How To Build Great Leadership Teams written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Jack McGuinness

In this episode of the Duct Tape Marketing Podcast, I interview Jack McGuinness. Jack is a management consultant with over 35 years of experience. After serving with the U.S. Army’s 10th Mountain Division, he helped build a successful boutique management consulting firm where he served as COO for 13 years. In 2009, he co-founded a new firm, Relationship Impact, a consulting firm focused on working with CEOs to unleash the potential of their leadership teams. He has a new book called — Building Great Leadership Teams: A Practical Approach to Unleashing the Full Potential of your Teams.

Key Takeaway:

Leadership teams have an enormous impact on their organizations. Dysfunctional teams hold their organizations back but great leadership teams accelerate their health and productivity. In this episode, I talk with the co-founder of Relationship Impact, Jack McGuinness, about what a great leadership team looks like, how it feels to be part of one, and what it takes to build a great one.

Questions I ask Jack McGuinness:

  • [2:45] What is this book going to bring to the leadership genre?
  • [3:40] Why is being a leader such a challenge for entrepreneurs sometimes?
  • [7:31] How do you start looking at who should be on the team?
  • [10:47] When you see teams break down, what’s the single greatest factor in the demise?
  • [12:13] Do you think that it’s a good idea for teams to intentionally seek diversity?
  • [13:23] Is what you’re talking about just as much a retention and recruitment tool as it is a productivity tool?
  • [15:30] What is the leader’s job in a team?
  • [17:52] So if I’m a leader or I’m on a team, and I’m thinking I need to pick up this book, what am I going to find in the book?
  • [18:59] Where can people find out more about your book and your work?

More About Jack McGuinness:

Take The Marketing Assessment:

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

John Jantsch (00:00): This episode of the duct tape marketing podcast is brought to you by the female startup club, hosted by Doone Roison, and brought to you by the HubSpot podcast network. If you’re looking for a new podcast, the female startup club shares tips, tactics and strategies from the world’s most successful female founders, entrepreneurs, and women in business to inspire you to take action and get what you want out of your career. One of my favorite episodes who should be your first hire, what’s your funding plan, Dr. Lisa Cravin shares her top advice from building spotlight oral. Listen to the female startup club, wherever you get your podcasts.

John Jantsch (00:49): Hello, and welcome to another episode of the duct tape marketing podcast. This is John Jantsch and my guest today is Jack McGuinness. He is a management consultant with over 35 years in the business. After serving with the us Army’s 10th mountain division. He helped build a successful boutique management consulting firm where he served as the chief operating office served for 13 years in 2009. He co-founded a new firm with west point with his west point classmate called relationship impact a consulting firm focused on working with CEOs to unleash the potential of their leadership teams. And today we’re gonna talk about is newest book called building great leadership teams, a practical approach to unleashing the full potential of your teams. So Jack, welcome to the show.

Jack McGuinness (01:36): Thanks so much for having me, John. It’s good to see you again.

John Jantsch (01:39): So the 10th mountain division, did you learn to ski when you were, uh, yeah,

Jack McGuinness (01:43): No, it was roughly cold. I, we were, it was an upstate New York on the foot of lake Ontario or tip of lake Ontario. And it was people from the sixth infantry division used to come in for, for cold weather training. It was that cold, but it used to used to be in Colorado

John Jantsch (01:58): And, well, that’s what I was gonna say. That’s in fact, there’s a whole system of huts and things that they’ve kept up in the mountains and refurbished, and now you can, you know, cross country ski and hiked to ’em and, and ran ’em out in the winter. And, and I just BEC I’ve gone to a couple of them and I read a pretty fascinating account about the, that division’s, uh, role in world war II and heck pretty fascinating.

Jack McGuinness (02:18): Pretty fast. Yeah. In, in Italy, I think they have

John Jantsch (02:21): Yeah, exactly.

Jack McGuinness (02:21): A big role. Yeah. And they played a huge role in, in the first Gulf war too. Is that right? For sure. Yeah.

John Jantsch (02:28): So I have to start on the cynical side first from a questioning standpoint, there are a lot of leadership books of late. It seems like more and more of late for dysfunction of a team who moved my cheese, you know, turn the ship around. You can all these kind of pop titles that are out there. So I I’ll let you tell me why does a world need another leadership book? What, what is this book gonna bring to, to the genre if you will. That makes it significant.

Jack McGuinness (02:55): You know, I think the reason I actually wrote it, cause I agree with you. There’s a lot of good stuff out there too. It’s not just flaky stuff. There’s some flaky stuff too, but there’s some really good stuff out there. There’s not a lot on building leadership teams. There’s a lot on teams. There’s a lot on, you know, leadership in general, but on building leadership teams, not so much. And so that’s really why I, I, I, I felt like I had something to say after doing this for 14 years,

John Jantsch (03:25): You know, a lot of entrepreneurs, uh, start a business and with an idea and then it grows up and all of a sudden they find themselves being a manager leader right. Without maybe without any desire to be so yeah, but also, you know, kinda realizing that’s the only way to make this thing bigger. So why for particularly for that group of people, is this such a challenge?

Jack McGuinness (03:47): Yeah. So, so it’s, it is a challenge for them. No question about it for, for a lot of them, but it’s what, what I found is that it’s a challenge for those that have, you know, started in a managing training program and grown up the ranks in a mid-size company and building a leadership team is hard. And it’s, it’s, you can’t just throw a group of talented individual players that are good at their individual function, sales, marketing, CFO, operations, you can throw ’em together. And that’s what most firm companies do. And some have a lot of success with it. And others often struggle with the dysfunction that re results from not stepping back and really thinking through what does a leadership team need to be doing for this organization at this time in its journey?

John Jantsch (04:44): Well, I imagine one of the challenges is that as a comp, particularly as a company grows and they start having teams plural, it, it really, you know, it’s not like somebody sat out and said, let’s poof build a team, right? I mean, a team sort of assembles and doesn’t that make it, doesn’t that dynamic alone, make it difficult to have everybody get along. so much

Jack McGuinness (05:04): It does. It, it, it absolutely does. And that, and thus the premise behind the book is very much leadership teams are critical for the health and productivity about an organization, because everyone looks up to the leaders in the organization to see how well they’re working together and holding each other accountable, not so much how much they like each other, but how they’re holding each other accountable. Right. And in order to do that, well, you have to have a good structural foundation for your team, like blah, the blocking and tackling things that are elemental for, you know, running a meeting. Well, for example, a bit, you know, the most basic of things that often are, is not well done. And you have to really set up the right relational dynamics and just step back and say, Hey, look, all of us are different. We’ve all come from different places, journeys.

Jack McGuinness (06:00): And that’s great, but what do we need from each other at this particular juncture in this organization’s journey? And, and if you don’t step back and do that, you put structure in place that sometimes causes some relational strife, right? We’ll put, you know, and, and, and not necessarily intentionally even, but we’ll put structure in place like that. We’ll define roles. And we’ll assume that everyone knows what the marketing Del, you know, delivery focus folks are supposed to do. And the sales folks are supposed to do. And it’s the gray areas between those roles that gets teams in trouble and then bleeds down to the rest of the organization as well sometimes. And so it’s really that Def helping, you know, build the right structure and just talk about what the structure should look like. It, it, it, it saves so much pain on the back end because we’re not pointing fingers at as much at, at each other for stupid things. Look, people are gonna argue, people are gonna, you know, get into confrontations. And that’s a good thing if they’re fighting about the right stuff.

John Jantsch (07:17): So one of the very first steps, of course, which makes a ton of sense, but probably people don’t think about it enough is a lot of times we think in terms of, oh, we have to fill this function or this job on the team, as opposed to who would be the right person.

Jack McGuinness (07:31): That’s right.

John Jantsch (07:32): So, so how, you know, how do you, and I’m, I’m guessing it’s different for every company cuz every culture’s different, but you know, how do you start looking at who should be on the team?

Jack McGuinness (07:43): Well, of course, you know, the functional business unit leaders are, you know, are the natural, you know, people that people, you know, that CEOs point to. Right, right. And that’s fine. It’s a great starting point. The challenge is we have to step back and say, what are the unique capabilities that these individuals need to have to be a really good leadership team member? Things like the ability to think beyond today to, to think beyond today’s problem or the next three months and help the organization help the team think a little further out than that. And not, I’m not talking about a strategic planning effort. I’m talking about just the foresight necessary to how you know, what’s going on in my environment. That’s gonna, you know, gonna impact how we’re operating today. It’s things like managing complexity, you know, can do we have the ability to deal with all this stuff that comes with rising in an organization.

Jack McGuinness (08:43): And now I’m not just a functional player, but I have more things thrown at me, more discussions I’m having about broader issues. Can I take that, those things in and deal with the complexity and make sense of it and more importantly, help the folks under me make sense of it and perhaps more important than anything is, do I have the innate capability to have a, an organization focus or what we call a greater good focus rather than a functional focus. Right? And so we, we know that not every leader has those innate characteristics to start, right, but identifying that they need to have some development on those characteristics is very important and it’s a missed opportunity. We find often.

John Jantsch (09:29): And now let’s hear from our sponsor, you know, as a business owner, you eventually realize you can’t do everything yourself, but hiring is complicated. And what if you only need part-time help your job is to be the visionary. But instead you spend countless hours on tasks that could be done easily and arguably better by someone else. And that’s where the powerful multiplying effects of delegation are mission critical. Our friends at belay can help. Belay is an incredible organization, revolutionizing productivity with their virtual assistance bookkeepers website specialists and social media managers for growing organizations to help you get started. Belay is offering their latest ebook, delegate to elevate for free to all of my listeners. Now in this ebook, you’ll learn how to reclaim time to focus on what you can do by delegating to download your free copy. Just text tape to 5, 5, 1, 2, 3, that’s T a P E to 5, 5 1, 2, 3, accomplish more and juggle less with belay.

John Jantsch (10:40): I should just ask you this, but I know the answer to it already, but yeah, when you see teams break down, uh, what, what is the, what’s the single greatest factor?

Jack McGuinness (10:51): Oh, it’s the, the greatest factor is the inability to have tough conversations about or productive conversations about the most important things that they’re facing, not about trivial crap focus on what’s most important. And what that means is that we have to disagree with each other sometimes because we come at things in from different perspectives and the

John Jantsch (11:15): It’s, it’s tough to, it’s tough to disagree if you don’t trust. I mean, that’s what I was really,

Jack McGuinness (11:19): You know, so, and so the relational dynamics here are really important is do we trust each other enough where we can have those tough conversations without being judged, without being shut down without having my colleague go talk to the CEO after the meeting and tell ’em how, what a stupid idea it was. And then ultimately, you know, we’ve never really gotten to this, but we aspire every team we work with. We, our aspiration is that they are able to hold each other accountable without just the power accountability in their room. Now that’s a heavy lift. That’s a hard thing to get to for any team, but when you can move towards and move the needle towards it and even be spastic as you’re getting towards it, that progress really helps build the fibers amongst the team members.

John Jantsch (12:11): Do you think that it’s a good idea for teams to intentionally seek diversity? And I’m not just necessarily talking about race or ethnicity, but I mean, diversity of ideas, diversity of backgrounds. I mean, do you think that plays a role or does that make it harder?

Jack McGuinness (12:26): I, I, it makes it harder. It makes it harder for sure. No question about it, but it it’s absolutely crucial. Like we, we see often CEOs that will hire people or promote people that are just like them. Right. You know, she grew up in the organization very similar to I did and a sales role and then went to a marketing role and she’s got a very, you know, people oriented approach to her. So I’m gonna put, I’m gonna bring her up and that’s great, but not everyone can have the same or shouldn’t have the same way of thinking. Look, it happens. And, and that’s fine, but you have to compensate for it. You have to ask yourself questions. Like, what are we missing here? Because we all think about this the same way. Right, right. It’s just, it’s the step back type of things you have to do.

John Jantsch (13:20): So the hiring environment, even retention environment right now of employees is, is as we, we all know is, you know, a much top talked about topic in the news. So how do you, I mean, is what you’re talking about is much a retention tool and a recruitment tool as it is a productivity tool.

Jack McGuinness (13:40): Well, I think, you know, there’s no question about it because a look, the CEO’s job is a big one and it doesn’t matter what size of the organization. Obviously it gets more complex and more, you know, as the bigger you get and the more span of control you have, but the CEO’s job is really to create the conditions for his or her team to build a productive and healthy organization. And those things are always, not always, but often in conflict with each other. And, you know, and, and it’s a hard job, but when you do that, well, the downstream effects on the people that are mid-level managers and below is dramatic because they’re like, look, the leadership, team’s not perfect, but man are, they are really, they got our backs and they’re pushing us. They’re pushing whole, I’m working with a bank right now started by a construction guy about 17 years ago.

Jack McGuinness (14:46): And it’s, you know, it’s grown like crazy. The, this is a great place to work and it’s not perfect. There’s chaos. They, you know, they attack problems with, with vigor and it leaves a trail of dust behind them sometimes, but they’re able to repair because the intentions are there that they’re trying to build something really cool. And while they’re doing it, they do take care of their people. It might be after the fact, but they do take care of their people. And, uh, I think that balance of PR product productivity and health is really important.

John Jantsch (15:22): Most teams of some sort of a, maybe it’s a rotating, but it’s an appointed leader. W would the analogy of a sports team kind of be the same where the, the leader of a team’s job really is maybe more like a coach? Or let me just ask you directly, what is the leader’s job of a team?

Jack McGuinness (15:40): Yeah. I mean, ultimately, um, ultimately, and if you, if you go back to the, the, my aspiration, our aspiration of the teams, we work with that they hold each other accountable. When you’re working towards that CEOs naturally evolved to be being more coaching oriented than directing oriented and much more oriented to be working with the, their leadership team to set the picture, to set the foundation, to identify what the most important priorities are, and then let people go now, again, that’s a Nirvana state too, you know, no question about it, but if you’re aspiring to get to something like that, much more likely to have greater success. So the CEO, you know, we started this thing again 14 years ago and our aspiration was like, you know, teams are really leadership teams are so important that it shouldn’t matter what the CEO’s role is on a team.

Jack McGuinness (16:45): And boy were we abused of that, that notion, you know, it’s critical, it’s absolutely critical the role they play. They have to model a whole bunch of stuff like the values that are espoused, the, you know, the, how the, he, or she wants the team to operate. And they have to have a strong role in set in, in establishing directing direction. And sometimes they have to play a heavy hand role, but most often what they have to do is push back when the lobbying happens. And I know that sounds like a trivial issue, but we see it all the time. Like you’ll have a great meaning, see, meeting a seemingly great meeting about an important issue. And then the CEOs getting calls, getting knocks on his door, telling him or her why those ideas were such bad ideas and why these ideas are good ones. And so, and the ability to say, Hey, wait a minute, we had this conversation, go talk to Jerry, go talk to Bob, go talk to Sue and figure this stuff out, and then let’s have a conversation about it, but I need you guys to figure this stuff out. Yeah.

John Jantsch (17:50): So if I’m, uh, a leader or I’m on a team, maybe even, and I’m thinking, I need to pick up this book, what am I gonna, is there a road? Is what am I gonna find in the book? Is it gonna be a roadmap, you know, start here, do then do this UN unpack it in the two yeah. Two minutes or so we have

Jack McGuinness (18:06): A few things it’s it really does. I think it does a pretty good job of talking about why a leadership team is so important in the impact it has on an organization. Number two, it talks, um, a lot about the structural and relational foundation necessary to build a good team mm-hmm and then it get, it does provide a bit of a roadmap on what are the things you need to do to either repair or to build. And, you know, I’m pretty proud of that. Part of it. It’s pretty practical. There are a lot of other books out there there that are, that I believe are really good and inspired me in the work that I do. But I think what we did was got into another level of how do you do this? Yeah. And why is it so important?

John Jantsch (18:55): Much, much needed. So tell people where they can find, uh, the book and find out more about your work, Jack.

Jack McGuinness (19:00): Yeah. So, so relationship impact.com is my website for my firm, but, uh, great leadership team. book.com is the books, companion website that I stole from you. I stole the model and this is my first book. So I’ve never done this before. And I was like, wow, I gotta get one of those companion sites.

John Jantsch (19:23): awesome. Well, jacket was great catching up with you. And, uh, hopefully, uh, we can run into each other one of these, uh, days out there on the road. Next time you’re visiting your son in, in Colorado.

Jack McGuinness (19:33): I will do that, John. No, no question, Matt, thank you so much for, for the opportunity. I appreciate it.

John Jantsch (19:38): Hey, and one final thing before you go, you know how I talk about marketing strategy strategy before tactics? Well, sometimes it can be hard to understand where you stand in that what needs to be done with regard to creating a marketing strategy. So we created a free tool for you. It’s called the marketing strategy assessment. You can find it @ marketingassessment.co not – dot com – .co check out our free marketing assessment and learn where you are with your strategy today. That’s just marketingassessment.co I’d love to chat with you about the results that you get.

This episode of the Duct Tape Marketing Podcast is brought to you by the HubSpot Podcast Network and BELAY.

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Why Great Leadership Starts With Open Hearted Conversations

Why Great Leadership Starts With Open Hearted Conversations written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Edward Sullivan

In this episode of the Duct Tape Marketing Podcast, I interview Edward Sullivan. Edward has been coaching and advising start-up founders, Fortune 10 executives, and heads of state for over 15 years. His clients include executives from Google, Salesforce, Slack, and dozens of other fast-growth companies. He holds an MBA from Wharton and an MPA from the Harvard Kennedy School. Edward is CEO & President of the renowned executive coaching consultancy, Velocity. He also has a new book launching on June 21, 2022, called — Leading With Heart: 5 Conversations That Unlock Creativity, Purpose, and Results.

Key Takeaway:

Right now, workplaces are struggling to build high-morale and connected cultures. How do you retain and inspire your team? By leading with heart and sparking authentic conversation.

After thousands of hours of interviews and coaching sessions with leaders of many of the world’s most prominent firms, authors John Baird and Edward Sullivan found that top leaders don’t adhere to simple formulas and performance hacks. Instead, they discovered that these leaders help people unlock their creativity, purpose, and results by having conversations that make them feel productive, safe, and appreciated. In this episode, I talk with Edward Sullivan about why great leadership starts with open-hearted conversation.

Questions I ask Edward Sullivan:

  • [1:33] What’s the opposite of leading with heart?
  • [1:53] Is leading with ego how a lot of people have been taught or led?
  • [2:40] What does it take for someone to say that they are a leader?
  • [3:58] You did some pretty exhaustive research to come to the conclusions you did in your new book — could you explain your research process?
  • [5:24] Would you say that the great resignation is a bit of an indictment on leadership?
  • [7:23] It’s challenging to be a leader until you clean up your own house, and I think that starts with self-awareness — do you agree with that and if so, how do you balance that?
  • [9:14] What are the five questions that you talk about in the book?
  • [10:31] How do you start creating a culture of this openness if it has existed before?
  • [11:51] Is there an approach that works better in the workplace when it comes to the setting in which you talk about these questions?
  • [13:13] How do we actually help people understand what their needs are and what their fears are?
  • [14:20] How could you bring this work in earlier into an organization for say a new hire?
  • [16:03] This work is more than the five conversations, it’s daily consistent work — could you talk a little bit about the tools you give folks inside of their organization to use to help with this?
  • [17:57] What’s the balance of being able to use the framework and use it appropriately?
  • [20:29] Can you repair trust?
  • [21:19] Where can people find out more about your work?

More About Edward Sullivan:

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John Jantsch (00:00): This episode of the duct tape marketing podcast is brought to you by the female startup club, hosted by dune Roen, and brought to you by the HubSpot podcast network. If you’re looking for a new podcast, the female startup club shares tips, tactics and strategies from the world’s most successful female founders, entrepreneurs, and women in business to inspire you to take action and get what you want out of your career. One of my favorite episodes who should be your first hire, what’s your funding plan? Dr. Lisa Keven shares her top advice from building spotlight oral. Listen to the female startup club, wherever you get your podcasts.

John Jantsch (00:49): Hello, and welcome to another episode of the duct tape marketing podcast. This is John Jantsch and my guest today is Edward Sullivan. He’s been coaching in advising startup founders, fortune 10 executives and heads of state for over 15 years. His clients include executives from Google, Salesforce, slack, and dozens of other fast growth companies. He holds an MBA from Wharton and an M PA from the Harvard Kennedy school. He’s a CEO and president of the renowned executive coaching consultancy velocity. And he’s also the co-author of a book. We’re gonna talk about today leading with heart five conversations that unlock creativity, purpose, and results. So Edward, welcome to the show.

Edward Sullivan (01:31): Thanks so much great to be here.

John Jantsch (01:33): So let’s start with leading with heart as opposed to leading with what’s the opposite.

Edward Sullivan (01:41): Well, leading with heart is when you’re being open and curious, and I guess it’s leading with fear leading with ego is how a lot of people go about it, unfortunately.

John Jantsch (01:50): Yeah. And in your research, of course, I’m, I’m guessing that unfortunately that’s how a lot of people were taught or that’s how a lot of people have been led. Isn’t it?

Edward Sullivan (01:57): Well, you know, I think a lot of people when they don’t know better, yeah. They go back to maybe what they saw when they were coming up. And I think a lot of leaders today came up in the eighties and nineties and a lot of high pressure environments. And they were led by people who led by fear, who led with ego and they’ve learned to do the same. So our research indicated that the leaders who actually get the best results out of their employees lead with heart. And we explored that in the book,

John Jantsch (02:28): You know, a lot of entrepreneurs maybe didn’t go through any kind of formal leadership program or were mentored or . I mean, they just started a business and like, poof, now you have to lead people, right? I mean, what does it, what does it take for that person to start saying, oh, I’m a leader now, what do I do? Yeah,

Edward Sullivan (02:45): You’re right. A lot of our, our clients come to us because they’re really good developers. They’re good engineers, right? They’re good product designers. And they built something. People liked it. And now suddenly they have to build a company around it and they never took that class at school. You know, the how to lead people class. And the first in instinct is to try to control everything. Yeah. When you’re the founder, this is your baby. You know, you wanna control everything from the font to the color, to the, how people talk about it, to potential customers. And we’ve learned that people need a little bit more freedom than that. They need to feel some, some sense of owner. Should they need to be able to show up as themselves at work. And it’s really incumbent upon leaders of these firms to give people that freedom and give people that support. So they do feel themselves.

John Jantsch (03:37): Yeah. And I tell you just personal experience as a leader, it’s exhausting trying to hold onto everything. You’re trying to think you have all the answers. Right. And so I, I think it could be very freeing once people go, oh, they actually did it better. Or nobody died here. Right. I mean, so exactly it really. So, so tell me, I mean, leadership books, that’s a huge category of books, probably growing every year. You did some pretty exhaustive research to come to the conclusions you came to. You wanna explain that research process a little bit?

Edward Sullivan (04:05): Sure, sure. So my business partner and I are practitioners, we’re executive coaches. We run velocity, it’s a firm with 25 coaches around the world. We’ve got hundreds of clients. And over our combined 40 years of, uh, working with top executives, we were kind of performing the research on along the way. Right. We didn’t even know it. So our research process was actually going back through our notes, going back through files and saying, what is it that really ties all these great leaders together? What’s that common? We’re not journalists, we’re not researchers by trade. We’re more practitioners who backed into doing some research about this. And we found that there are five core conversations that great leaders are having, that enable them to lead with heart that enable them to have these connected conversations. And they’re conversations that we’re not used to having in the office. Yeah. Right. Because they’re about what do we need as people? What do we need to feel creative and resourceful? What fears might be holding us back, right. It’s about what are the, uh, desires that we have that really motivate us, but can also derail us if we take them a little bit too far,

John Jantsch (05:10): We also talked about, I was just gonna say, I wanna unpack those each or the five conversations I, I kind of wanted to, I wanted to frame it a little bit though, in, in what’s what’s very topical right now is, you know, we’re calling it all kinds of things, a great resignation and whatnot. I mean, is that a bit of a, is that a bit of a, an indictment on leadership? I mean, are people leaving because they’re not getting these things or because they’re not getting, you know, even basic respect.

Edward Sullivan (05:36): I mean, that is exactly right. And research has been done recently that showed that we think people are leaving because they want more freedom or they want more money. They want more equity, but 10 times more important is that they’re leaving toxic work cultures. Yeah. Right. They feel burned out. They feel unappreciated. They feel unseen. Obviously doing all of our work over zoom. Hasn’t helped much in the last couple of years. Right. But there are things that leaders can be doing to create this, these connections with people, even over zoom. And they’re simply not doing them. We get on a call and we say, great, what do we have to talk about today? Let’s do our work. Okay. Enough. And then we get off the call as quickly as possible. Right? Yeah. We’re not creating that connective tissue anymore. And that’s what people are missing.

John Jantsch (06:22): Yeah. I, uh, we have a client that, you know, like a lot of people are trying to hire people and, and trying everything, you know, running ads in all the places. And, you know, we just, we actually we’re testing ads and they add that. We ran that today for two years now has been by far and away the winner, it just, the, the title just says respect wow. And then it says, are you getting, you know, are you getting the respect you deserve in your current career? And I, we can’t beat that ad you know, so it really does say something doesn’t

Edward Sullivan (06:50): I’m gonna write that one down here

John Jantsch (06:52): Do, go for it. So, so you started to unpack the five conversations and you talked about, you used words, like what people need, the fears that are holding them back. We’re gonna get to the P word purpose eventually. Yeah. Here’s the thing that not enough people say is that I don’t think you can do those things as a leader until you clean up your own house. I mean, you get rid of your own fears. You get, you understand your own purpose. Right. And I think a lot of books try to a lot of books, try to say, here’s the roadmap, you know, but not enough say, uh, self, it starts with self-awareness. So, you know, how do you balance that, that thought? Or maybe you disagree with it?

Edward Sullivan (07:27): No, don’t I, I don’t disagree at all. I fatally agree. Yeah. In fact, we, we call the book basically a, a 250 page coaching conversation with one of us, right. With both of us, because really in Le in reading the book, we’re asking you these questions, you need to do all the work yourself. Yeah. And be comfortable answering these questions yourself with your employees, to be able to have those conversations. You can’t just go into it into a room with someone and say like, what are you afraid of? right. that doesn’t really make someone want to open up. But if you start the conversation and say, you know, I don’t know about you, but I’ve been feeling a little bit triggered into some fear recently. There’s a lot of uncertainty in the market. Things are happening abroad where, you know, we’re the country, the world’s at war right now. Yeah. Um, times of uncertainty make me feel a little uncertain, make me feel fearful. What’s coming up for you. Right? Yeah. Suddenly the leader has opened up themselves, created that vulnerability, the V word, right? Yeah. That allows other people to feel comfortable being vulnerable as well.

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John Jantsch (09:15): So let’s, let’s just pretend that the person that’s reading this book has, uh, dealt with that themselves. You know, just give me maybe gimme the 32nd. Here are the five, and then we can kind of come back and go, well, how do you do that?

Edward Sullivan (09:27): Yeah. Yeah. So the five questions that we found in our research and you’ve, you’ve outlined them as well are around needs. What do you need to be resourceful and creative? Yeah. Fears, what fears might be holding you back desires. And this is like, what do you really want out of life? And how could those core desires potentially derail you? We also talk a lot about gifts. What are the gifts you have that are unrealized or unexpressed in this current role? And then once we’ve had those four conversations, we’re ready to have the conversation around purpose.

John Jantsch (10:00): Yeah. O obviously I shouldn’t say obviously in many cases, uh, people have had that relationship. Maybe somebody’s been there for a long time. I mean, they just know each other they’ve unpacked over the years, but a lot of times somebody’s just, you know, managing somebody, they do, they get their 30 minutes a week, you know, with them. I mean, how do you really start getting into areas that maybe both parties are uncomfortable with, but probably the, you know, the superior, you know, perhaps seen as the superiors less uncomfortable with, I mean, you know, how do you start? How do you start creating a culture, I guess, of this openness that has maybe if it hasn’t existed.

Edward Sullivan (10:37): Yeah. You know, we talk a lot about culture and our work and in the book and it is, it is a great challenge. And it’s also an incredible opportunity. Yeah. Um, if you have a culture that’s really shut down where people don’t share anything about their personal lives coming out suddenly and talking about everything you’re fearful of yeah. Will be, will come as a shock, right? Yeah. You need to build up some, some trust there, right? Yeah. You need to approach some of these topics slowly. You need to build an environment of safety where people feel like we’re starting to connect to human beings as opposed to colleagues. And that feels pretty cool. Right. And it’s that connecting that, learning about each other, where you come from, what have you done, what’s going on at home? Do you have siblings, all those basic questions that we kind of take for granted with our friends, we often don’t know anything aside from like the names of spouses and maybe the names of children with our, our colleagues. Right? Yeah. We start having those baseline conversations, then we can go, go a few layers deeper. Yeah. We can start getting into what are you really? Maybe what you’re fearful of. Right. It builds upon itself. Yeah.

John Jantsch (11:40): Yeah. Trust is what we’re talking about. Really trust .

Edward Sullivan (11:43): Yeah. I mean, yeah. It all comes down to trust when people say like, what’s the two second summary of this book, it’s how to build trust in a work environment. Exactly.

John Jantsch (11:51): So, so do you advocate making, you know, like a lot of people will hear this and they’ll go, okay. Uh, we got 25 minutes, I’m gonna spend five minutes asking you about yourself and then we’re gonna get into it. I mean, is that the approach or do you actually want to have like, let’s have a company lunch once a month and we’re not gonna talk about work. I mean, which approach is better

Edward Sullivan (12:13): In your, uh, it’s actually both, right? Yeah. You need that regular drip of like connecting, uh, just like, Hey, what’s been going on. Yeah. And as opposed to just like the cursory what’d you do this weekend, right. We also want people to be giving the giving each other, some praise. Yeah. Like, so we start in our company, we start all of our meetings with shout outs. Mm-hmm and we say like, does anyone have anything great to say on anyone else on the call? You know? And it’s like, I really wanna thank Mike for, you know, in this meeting we had last week, he did this. That was great. Public praise makes people feel good. Yeah. We don’t get enough of it. Right? Yeah. We might get praise, um, privately or over email, but you really wanna be sharing that praise in real time. And as, as much as you can in front of other people,

John Jantsch (12:59): How much of the work, like, I, I, I would venture to say that if we filled a room up with 50 people and said, please explain your purpose, you know, about, yeah. Two of them, you know, could come up with anything that they thought really resonated. So how do we actually help people understand what their needs are, what their fears are, because I think that’s a lot of the challenges they don’t know. We could ask somebody, what, what are your fears? But they don’t know.

Edward Sullivan (13:26): They don’t know you’re right. You know, we try to explore some different themes in the book of needs that we’ve seen. Our clients have fears. We’ve seen our clients have to give people a language, but it’s really through the conversation that we start exploring. I don’t even know what I might be fearful of. Yeah. Right. You know, do I get to say that I’m fearful in this office environment hate to say it, but like men especially are trained to be fearless. They can’t show any fear and to work in a, in, in a, in a tough work environment, women then show up and think that they can’t show any fear either. And it’s this creates this really negative feedback system. So we’re trying to break that by saying, it’s actually, it’s not just okay to have these conversations. It’s better if you do right. You actually get better results. If you’re able to talk about these things and have that connection,

John Jantsch (14:20): How, how could you bring this work earlier, uh, into somebody? So somebody joins an organization. Could this be part of the hiring process to some degree, or is it just too hard to do that? Because there’s no relationship because you know, when you start talking about people’s desires and gifts, mm-hmm

Edward Sullivan (14:36): ,

John Jantsch (14:37): That might actually direct the path , you know, that, that they would go or the role that they would fill, you know, how could you do this without, you know, the relationship part? Or can you,

Edward Sullivan (14:47): Yeah. I mean, some environments, some organizations have a culture where as soon as you walk in the door, you feel at ease. Yeah. You feel relaxed. You can tell people genuinely like each other. Yeah. Right. And in those companies, and we, we, we’re lucky enough to advise a handful of ’em that are like that you sit down for the interview and you already feel at ease with this person. You already it’s like, we, we we’ve been friends for a long time. Right? Yeah. So the people who are just coming in are almost inculturated into this idea of it’s cool to just be yourself. It’s cool to show up as you are and bring your gifts to the table, bring your needs and fears to the table and we’ll work with that. Right. Cause it’s very human to have needs. It’s human to have other environments you walk in and it feels cold. It feels like, you know, they’re giving you like an intimidation interview. I don’t know if you’ve ever had ever interviewed at McKinsey, like they’re famous for the intimidation interview where they try to see how you respond when someone’s almost really rude to you in an interview situation because the client might be rude to you someday. Yeah. Yeah. That’s fine. And all, but how about have that conversation about, you need to steal up and be ready for people to be an asshole towards you rather than just be that way towards them in the interview.

John Jantsch (16:04): So talk a little bit about some of the tools, because obviously you do this work with organizations, you teach people, you give them tools to, to train the, you know, folks inside their organization. So talk a little bit about the work, I guess that is that, you know, that’s more than just, you know, five conversations it’s daily work.

Edward Sullivan (16:22): Right. Right. I mean, our work is predominantly one on one conversations, like coaching conversations. And then we facilitate a lot of conversations for our clients. So you might, uh, not be surprised that right now with everyone starting to go back to the office and COVID feels like it’s mostly over, everybody wants to have a team offsite. So we’re just completely booked out through the summer in dozens of team offsite for people who wanna have these conversations. Right. They’re they wanna buy the book and have everyone that will have a workshop about the book or they just wanna get together and have a joyful experience of learning about each other. They’re they learned half of our employees. No one’s even met before. Cause we hired them in the middle of COVID. Yeah. What’s your name? You know, don’t tell me what you need yet. Just tell me what your name is. and in, in those facilitated experiences that we engage with clients, that’s where the real work happens, right? Yeah. It’s one thing to like play the games and do the trust falls and these kinds of things. It’s another thing to have a facilitated, really hard open conversation that gets people cracked wide open and gets them sharing things that they never thought they’d be able to share, let alone, I mean, with their friends, let alone in an office environment and suddenly it feels very natural.

John Jantsch (17:39): I suspect one of the tricks to this work is that, you know, even though you’ve got a nice tidy framework, you know, people are, people are all different. Sure. Some people respond differently. Some people love to talk about how they feel. some people, some people that’s like the worst thing that could, you know, that could be involved in the day. Exactly. So, you know how what’s the art or what’s the balance of being able to use the framework, but use it appropriately, I guess. Yeah.

Edward Sullivan (18:07): I mean, the important thing with all of this work is to start where people are, right. We can’t have forced vulnerability. Yeah. You know, people need to feel safe. It needs to feel natural. And it should often, it often comes after the leader has created an opening for it. You know, the leader who calls a meeting and says, great, everyone’s gonna share their most painful childhood story. starting with you. Right. Doesn’t really work. Yeah. Right. But if over time we’re building rapport, we’re making people feel safe. And the leader is the one who is handing out praise, making people feel good, making them feel psychologically safe. Yeah. Right. And that’s definitely a term of art in that when people give feedback, when they have ideas, when they push back against the conversation and what we’re doing, and the leader says, that’s really interesting. Tell me more. Yeah. You know, so really creates

John Jantsch (19:04): So really in a lot of ways, you’re, it’s not, there’s actually a risk in proclaiming. This is how we’re gonna do it or mandating, this is what we’re gonna do now, as opposed to just doing it.

Edward Sullivan (19:13): Yeah. Sometimes you just do it. Yeah. And you say, there’s no obligation to join the conversation. There’s no obligation to share something. You don’t feel comfortable sharing, but we’ve learned in this organization, whether it’s through the book or through it’s following the research that teams and organizations that share what’s really going on for them. Yeah. Build trust. And then ultimately have more honest conversations about the work itself. Yeah. Right. It’s this virtuous cycle. If you tell me what’s really going on for you and I build trust, then when I push back against you on an idea when we’re debating, you know, we’re really trying to get to the truth of the matter. Or we’re trying to get to the best idea. If I can’t push back against you, we might ship a flawed product. Right. I mean the, the, the challenger exploded because a scientist wasn’t able to say, oh, this O ring might be bad. Right. Things go wrong because people don’t feel safe pushing back. And I

John Jantsch (20:09): Think this

Edward Sullivan (20:10): Whole artist is about up in the build that safety.

John Jantsch (20:14): Yeah. I was gonna say, I think you make a really great point. I mean, some of the best organizations are ones where people feel, uh, enough trust that they can argue that they can, you know, debate things like that. Yeah. Yeah. As opposed to feeling like, oh, well doesn’t matter, you know, , I’m just gonna go. Exactly. Can you repair trust? Do you think? Because I’m thinking there are a lot of organizations out there that they just were, the leader was being who they were being and, you know, woke up one day and realize this isn’t working, you know, is that something that you can repair or is it again, just one of those things where you’ve gotta demonstrate through your actions, that things have changed,

Edward Sullivan (20:49): You know, they say trust comes in on two feet and leaves on a horse. Yeah. Right. So it is something that is earned slowly and can easily be destroyed. That said humans are naturally forgiving people. Right. We can always earn trust back. We just have to do the work. Yeah. And we have to be consistent.

John Jantsch (21:11): Yeah. Yeah. Awesome. Lots of work for lots of us to do so, Edward, thanks for, so by the duct tape marketing, uh, podcast, you wanna tell people where they can find out more about your work or anything else you wanna share.

Edward Sullivan (21:22): Absolutely. The book is@leadingwithheartbook.com and thank you so much for the opportunity.

John Jantsch (21:29): Yeah. Well, again, as, as I said, thanks for stopping by, and hopefully we’ll run into you one of these days out there on the road.

Edward Sullivan (21:34): Hope so. Thank you much.

John Jantsch (21:37): Hey, and one final thing before you go, you know how I talk about marketing strategy strategy before tactics? Well, sometimes it can be hard to understand where you stand in that what needs to be done with regard to creating a marketing strategy. So we created a free tool for you. It’s called the marketing strategy assessment. You can find it @ marketingassessment.co not dot com, dot co .check out our free marketing assessment and learn where you are with your strategy today. That’s just marketingassessment.co I’d love to chat with you about the results that you get.

This episode of the Duct Tape Marketing Podcast is brought to you by the HubSpot Podcast Network and Drip.

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Using Personalization Data To Reshape Your Customer Experience

Using Personalization Data To Reshape Your Customer Experience written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Brennan Dunn

In this episode of the Duct Tape Marketing Podcast, I interview Brennan Dunn. Brennan is the Co-founder of RightMessage, writes weekly at Create & Sell, and wrapping up a new book on personalized marketing.

Key Takeaway:

The internet has changed the way we do business. It’s given your company access to a global customer base. But that doesn’t mean consumers are all the same. Their location, economy, and finances can influence how consumers engage with your business. So how does a virtual business replicate the vital in-person experience? With technology. Brennan Dunn is the co-founder of RightMessage, a software company that helps you uncover who’s on your website, what they do, and what they’re looking for from you. In this episode, we talk about how we can leverage personalized data to improve the customer experience and increase revenue for your business.

Questions I ask Brennan Dunn:

  • [1:21] Could you tell me about your book and what inspired you to write it?
  • [2:09] What has your journey looked like?
  • [4:44] When RightMessage came to be, were you just working with JavaScript coding?
  • [5:44] How does the idea of personalization play into the customer journey?
  • [13:56] How does the technology of RightMessage work?
  • [18:59] Do you have any data to back up the willingness people have to give you more information when you share how it will benefit them?
  • [22:15] How does RightMessage use the data it collects to personalize the website for each visitor?
  • [24:09] Does RightMessage work with the various page builders that are out there now?
  • [24:51] Where can more people connect with you and learn more about RightMessage?

More About Brennan Dunn:

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John Jantsch (00:00): This episode of the duct tape marketing podcast is brought to you by the female startup club, hosted by Doone Roison, and brought to you by the HubSpot podcast network. If you’re looking for a new podcast, the female startup club shares tips, tactics and strategies from the world’s most successful female founders, entrepreneurs, and women in business to inspire you to take action and get what you want out of your career. One of my favorite episodes who should be your first hire, what’s your funding plan, Dr. Lisa Cravin shares her top advice from building spotlight oral. Listen to the female startup club, wherever you get your podcast. Hello, and welcome to another episode of the duct tape marketing podcast.

John Jantsch (00:51): This is John chance and my guest today is Brennan Dunn. He’s a co-founder of right founder of write message. He writes a weekly at create and sell, and he’s working on a new book, all about personalized marketing, which by the way, is what we’re gonna talk about today. So Brennan, welcome to the show.

Brennan Dunn (01:11): Yeah. Thanks for having you, John.

John Jantsch (01:13): So tell me about the book. Is it, is this one of these things where you get some spare time and you go right on it for a while, or is it, is its publication imminent?

Brennan Dunn (01:22): It’s somewhere in between. I’ve gotten much more structured than I was early on. So I am, I do have dedicated writing blocks that I try to keep. Yeah. And the, the finish line is coming up. So I’m aiming for about a midjune finalization, if you will, the manuscript and, uh, we’ll go

John Jantsch (01:36): From there. So, so as I said, we’re gonna talk about personalized marketing. So personalization in your emails and, you know, in your segmentation and your website, of course, and, and the technology there, you know, now, you know, makes that to something that if you put a little effort is really simple to do, I would suggest it’s probably becoming necessary to do I think, in the environment we’re in. But before we get into that, I’d love to hear a little bit about your journey because you and I have spoken briefly, we were at a, a conference, uh, together recently, and I kind of got the sense that you’ve got your hands in a few things, or at least have had your hands in a few things, you know, leading up to right. Message.

Brennan Dunn (02:15): Yeah. Yeah. So about a decade and, and change ago, I used to run a web agency. So that kind of got my experience with, or that, that built up my experience with kind of needing to sell big ticket projects, built that up to 11 people. And I think the, the big core thing that I, the big takeaway I got from that experience was how important things like dropping relevant examples were. And if somebody’s a technical person talking technical with em, if they’re just a marketing person, not talking technical, for instance, and, and so on. So I did that for a while. I got bit by the software bug, we were building apps for other people I wanted to build my own. So I built a little, a software company called plan scope. And in 2011, sold that in 20 15, 20 16, somewhere around then, right at the end of the year.

Brennan Dunn (03:00): And then I kind of started up or kind of came serious about this company called double year freelancing, which is the thing that I frankly did the best at with all these things. And that’s now a community of, well north, almost about 60,000 freelancers and agencies. And it was fun. Like we, you know, I did conferences, I had a podcast, I did the whole like bunches of courses, ebook, like info product, kind of Emporium there. And that’s really got where I got my start with personalization because as we started to get kind of broader in terms of our audience, we had copywriters, we had marketers, we had designers, developers, and really every Stripe of freelancer you could think of. Right. And the developer me thought, well, what if a copywriter is on a sales page? And they see copywriter testimonials, and what if a developer sees developer testimonials and, you know, that kind of opened up this Pandora’s box that I’ve been, uh, continuing to open ever since on what’s possible, given who somebody is, what their relationship is with you.

Brennan Dunn (04:03): So are they new on your website? They just appeared from Google or are they your most, you know, die hard customer? What kind of work do they do? What stage of their business are they at? And yeah, that, that kinda led me to eventually getting approached by a few key investors saying, we see what you’ve been doing on your own site. Can you extract that technology into a product that we can pay for? And they were willing to kind of fund the development of that. So that’s how right message came to be. And that was about 20 17, 20 18, right around then that we kind of launched it.

John Jantsch (04:36): So at the time, were you just doing that with JavaScript coding or something? Or how were you making that happen?

Brennan Dunn (04:42): Yeah, so what I was doing is back then, I was using, I switched from infusion soft, which is now keep to drip back then. Sure. And drip had a really nice JavaScript library that you could put on your website that would allow you, if you knew how to write JavaScript to query and say, Hey, is the current person on my website? Are they on my list? And if so, how are they tagged and what custom fields do they have? So it was really just a matter of writing, a lot of, yeah, custom JavaScript where I’d say, okay, if they’re a subscriber and they’re tagged customer, let’s show this thing instead of that thing. And, and it just became a lot of, kind of very brittle, very manual coding, right. Which really lent itself to building a web-based interface to set it all up.

John Jantsch (05:28): So I was gonna ask you what the biggest mistake you see marketers making today, I’m really just teeing up the non personalization, or just treating everybody that visits the website, just as you said, as the same person with the same desires, the same, you know, method of buying the same journey, all those. So let’s talk a little bit about, you know, that idea of the customer journey. Mm-hmm , I think that’s something I spend a lot of time talking about the stages of and how people make, you know, decisions today. In fact, I, you know, frequently say the thing that’s changed the most in marketing is how people choose to become customers. You know, not necessarily, you know, the platforms and the technology. So how does this role, I mean, thinking in terms of how people buy today, they go, they visit, they see if they like you, they see if they trust, you know, they dig deeper. Mm-hmm . I mean, how does the idea of personalization play into the customer journey for you?

Brennan Dunn (06:19): I think for me, and, and what I typically recommend, a lot of people do, especially those of us who are trying to do kind of email first, where right. You know, instead of pushing somebody to buy or trying to get them on our list and then over time, build up trust and then get them to buy later. I think the thing that as being on the consumer end, always frustrates me is if I’m on an email list of a brand, let’s say, and I get their, you know, their latest email and drives me me back to their website, then I’m hit with a giant popup asking for my email address. Not only is it a bit annoying because you know, they presumably know that since they just E you know, they just email me , but a marketer me thinks that’s a missed opportunity. I mean, that, that’s a perfect opportunity to say, Hey, you’re on my list.

Brennan Dunn (07:03): You’re kind of already a little further down the funnel. Why not present a product, an entry level product you haven’t yet bought. And then if they’ve bought that entry level thing, let’s now put onsite called actions for maybe the more premium product or right. You know, the, the, the crazy mastermind in Cabo, San Lucas, five figure thing, if you’re the super customer, right. Like, I mean, that’s the kind of thing that I think a lot of us, I think are doing that over email with campaigns that are saying like, you know, for different cohorts of subscribers, we wanna send different marketing messages. But I think considering that most of us are bringing people back to the website, whether it be to listen to the latest podcast episode or to read at the latest blog post, or just to look at a sales page. I think having that interplay back and forth is something that most of us should be doing. It’s just, it’s one of these things that it’s a little challenging to figure out how to do, which is one of the things I’ve been trying to help ease.

John Jantsch (07:56): Yeah. I think a real obvious use case. You talk about the popups that, you know, version one, everybody saw it every time , you know, it’s like, get outta here, get outta the way. So we were constantly just slapping him away. Then they got a little smarter, oh, you’ve been here before your, in the last two weeks. So I’m not gonna show it to you, but like you said, the ultimate is I know everything, or I know a great deal about you and our relationship already. So I may have one of eight things that I would show you, obviously that’s next level, isn’t it?

Brennan Dunn (08:28): Yeah. Yeah. And doing that, but also doing, um, more horizontal things, like, depending on maybe the industry somebody’s in or the job role that they’re in, or their goal, maybe offering different products or different recommendations to them showing different messages. I already mentioned the testimonial example of yeah. Depending on somebody’s kind of business, they run, what kind of case studies and testimonials should they see even things like one of the, one of the most rewarding, if you will. Things that I tested that that has worked consistently is I have, for one of my courses, a free email course that feeds people to the paid course. Yeah. And what I did is I simply asked people when they joined the free course, which of the following three things are you trying to solve with this course? Cause the course is on pricing and the three options would be, I want to get an idea of how to price in general, I went to start pricing on value, or I went to learn how to write proposals better.

Brennan Dunn (09:18): And those were kind of the three things I uncovered were why people kept joining the email course. So all I simply did was I said, well, okay. They tell me this upfront, what I’ll do is when the email course completes and I then start to pitch the paid thing, the paid thing relates to the email core, the free course. Yeah. So let’s just say, if they said they’re struggling with proposals, make the focus of the course and why they buy it to help you with proposals. Right. Yeah. Right. And it’s things like that I think are kind of a no brainer when you think it through. I mean, it’s any, anything like if I was trying to sell you over the phone on something I would, and, and you said, you know, you, you signaled something to me that allowed me to mentally segment you into this is John’s pain point. You, I, a good salesperson is gonna right. Keep playing off that. Right. So it’s the same, same thing just in a more scalable, um, more high volume, medium, if you will.

John Jantsch (10:13): Well, and I think that that approach of narrowing, you know, the focus, because I think a lot of times what we do as marketers is we default to, well, here are the five things we know are the reasons people buy this. So we’re gonna tell you those are all the benefits. Yeah, exactly. You know, so then consequently, we’re like, well, one of those matters to me, the other’s just like more clutter that I have to read about. And now I’m just confused. Yeah. And I think that idea of being able to zero in on something, they told you, I mean, they basically said here’s how to sell me. Right. right.

Brennan Dunn (10:42): Yeah, exactly. And, and I mean, this plays out, I think in a lot of more impactful ways, like I mentioned, the first software company that I sold, it was a project management tool called plan scope. So think of task management, normal kind of stuff like that time tracking. And I, I sold to freelancers and agencies cuz really the only difference with an agency was they had multiple seats and every functionally was the same thing. But I remember I, I got on a call. This is, would’ve been like 2013. So you know, quite a while ago in internet time, at least I, I got on a call with an agency owner and I was talking with them and I was showing them our website and kind of figuring out like what was holding them back from moving forward. And their objection was anything that works for a freelancer couldn’t work for our agency.

Brennan Dunn (11:24): And you know, it was kind of this weird. I struggled at the time as the person who knew the product inside out thinking the only logistic differences is maybe some things on the reporting end, but also the fact that there’s like multiple contributors and stuff to a, you know, a, a project rather than a single contributor. But it just kind of, it floored me thinking like, is this a very, is this a common shared thing? You know, that there’s this bias of teams think solo people don’t have anything in common with them. Yeah. And maybe convert vice versa. So anyway, that was a, uh, for me that would’ve been like a prime. I, I was even thinking at the time maybe I spin off like plan scope, premium or plan scope pro.com make it completely separate marketing site, make it all about agencies. And just say, if you’re an agency, you go to this site. Yeah. This lead magnet, whatever freelancers, get that one. But really the, I think the beauty of personalization is you can have the same products. You can have the same marketing site, you can have the same marketing and you just kind of dynamically alter bits and pieces. So you can get around those core objections in a and really elegant way.

John Jantsch (12:31): Yeah. And I think one of the things that I, I hear a lot of times, you know, sales people complaining that I got multiple stakeholders to sell, you know, the sales manager cares about vastly different things than the CEO does. And so I think that idea of job title, you know yeah. In your database is really crucial because I mean, case studies you could deliver that are different. I mean every benefits, all of your messaging can be different. Yeah. And sell those multiple stakeholders came.

Brennan Dunn (12:57): Yeah.

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John Jantsch (13:54): We’ve already talked about a lot of the ways I think people can use this. Tell, tell me a little bit about the technology. I mean, how, how, without getting to a level that you have to be a coder to understand what you’re saying, you know, how does this work?

Brennan Dunn (14:06): Yeah. So what, we’re the way we’ve modeled. This is you integrate with your email database. So that could be, you know, convert kit, HubSpot, drip, whatever. Yep. Active campaign, different things like that. And the, the way we look at it is that should that record about somebody. So Brennan’s record in John’s active campaign database is the single source of truth about what we know about Brennan. So presumably you segment me when I buy from you, you know, Stripe does its thing. You then tag me as a customer. You, I buy something else. I get another tag and so on. So it’s really just extending that to say, well, can we also sync up to that record attributes about, you know, industry chal current focus, whatever it might be. And then what we do is we say when one of two things happens, if somebody opts into your list, we basically kind of do a little think of it as a bit of a hijack, if you will saying, okay, a record was just added to active campaign for this browser.

Brennan Dunn (15:12): So when it comes back active, campaign’s gonna say, Hey, we created a record and its internal ID is 1, 2, 3, and then all right message says is great. We’re gonna drop a cookie on the browser saying this is active campaign record 1, 2, 3. So then from that on out until they clear their cookies, we just query and say, what do we know about 1, 2, 3, and, and get back that, that data. So then we can pull that data down, but also push shade up. So if we learn something new about this person, like they change their focus or they change industries, that data can then be synced to that single source of truth. So what we’re basically creating a bridge, if you will, between the website and a specific record in your email database and then pulling data down and pushing data up and we pull data down and we can say, when this data’s present, so when they’re tagged customer, don’t show the sign up form at the top of the website and the hero show, the upgrade button or something.

Brennan Dunn (16:07): Yeah. Right. And being able to do interesting stuff like that. And that’s really what we’re trying to do is we’re, we’re trying to really help people. And it’s difficult because it’s a bit of a challenge strategically to think it all through, but we’re trying to help people create more holistic end, end ex and end experiences where, you know, you’re getting personalized emails, you’re getting emails that are targeting just customers. But then when you go back to the site, you’re not treating, you’re not being treated as an anonymous person. You’re being treated as that customer too.

John Jantsch (16:33): You know, CRM, maintenance and updating is, you know, is the bane of a lot of people’s existence. And to some degree, you know, this is automating a great deal of that. Mm-hmm for people. I mean, it’s making your CRM smarter without you having to do a lot of effort once you get it in place. I think,

Brennan Dunn (16:48): Yeah. It’s just feeding. I mean, you obviously need to set up the different surveys right. And quizzes or whatever else, but yeah. It’s enriching. And I like to think of it as, especially those of us who are focus focused on low touch email stuff. Yeah. So you’ve got the lead magnet, the most we know about most of our people on our list is their first name and email address. Yeah. That’s pretty much it, which again, isn’t the end of the world. But I think if you can find out a bit more about why is they downloaded the lead magnet and what are they currently struggling with and what best describes their situation. And obviously the questions change depending on the business, the underlying business and stuff. Um, yeah. I mean a good example that we, that we like to reference a lot is we have a customer that’s in the health and fitness space and they do what you would expect, which is they ask like, what are your current goals?

Brennan Dunn (17:35): Do you wanna build muscle lose, you know, lose fat, whatever. And they’re able to then just dial in on both the products offered, but also the stories told over their marketing emails to just resonate better. I mean, it allows us to, I think all of us know that niche websites typically outperform generic. And the reason for that is they just, they had their messaging dialed in to one, one type of person with one type of need. And, um, but there’s no reason you need a niche, the entire business. Right. You know, it, it can be done. It’s like when I used to write proposals for my agency, we did web mobile apps for all different types of companies. When I wrote a proposal, I was effectively nicheing down our business to fit their unique need. And that’s all we’re talking about doing is just a, a way of doing that kind of dynamically.

John Jantsch (18:21): You know, what’s interesting about this, you know, you’ve, we’ve all gone to that, uh, to get that free download and presented with, you know, 18 fields of data that they want. And we’re reluctant to fill that in because I, I, I feel typically we don’t trust that company enough yet or, you know, whatever it is that we want to really give them that much information. Plus I think it, it feels like I’m giving you this information for your benefit. Right. And one of the things I like about this approach of asking people, I think it’s very easy to get a lot more data because it’s positioned or you can position it as, Hey, this is, this is so I can send you the right stuff. You know, this is so you get only what you care about. And I think that positioning really dramatically changes, you know, how much willingness people have to give you and trust that you develop. But I’m wondering if you have any data to back that up.

Brennan Dunn (19:14): I do. Yeah. So we used to be really pushing people. And I think you and I talked about this kind of recently where we used to push people to do a lot of upfront data collection. So pre optin get industry job role, all that stuff. Right. We’ve and the calculus was always, well, if we got more data about somebody could then show them a personalized optin. So if I knew you were in this industry with this problem, instead of join my newsletter, I can say, join my newsletter, you know, focused on helping, you know, marketing coaches with X, you know what I mean? Like just being able to make that really dialed in. And, and there’s some like that can sometimes work better, but if it’s tricky, so what I recommend most people do at this point is get that data post optin. So do your usual normal optin stuff.

Brennan Dunn (20:02): And then I like using the confirmation page. So the thank you page that usually says, Hey, thanks, go check your email goodbye. Instead, use that as an opportunity to say, Hey, so, you know, thanks for joining. If you can spare a minute or two, I’d love to just find out a bit more about how I can make sure you get exactly the content you need and nothing more. So this is something that, you know, we do, I do, but also many of our customers do. And on average, we’re getting usually it’s about 80 to 85% of all new opt-ins end up going through that process. I mean, assuming it’s not a thousand questions, if it’s, you know, four or five things that are multiple choice questions, most people are willing to kind of click through that because you’re positioning it as exactly that you’re not doing this to say we wanna put together a, a slide deck to investors showing the composition of our audience, give us data.

Brennan Dunn (20:51): Instead it’s positioned as if I can find out why you’re here and what you need. I can reduce the amount of noise I send you. Yeah. I can make sure that I’m giving you exactly what you need. And people tend to agree with that and like that. So, yeah, I mean, we’re, I’m getting four outta five people who join giving me more than just a name and email. I know in my case what their current email marketing objective is, what email provider they use. If they have one, how comfortable they are with it, what they’ve done with it, if they haven’t, why haven’t they signed up yet? So for me, I’m like, well, I can go and say, send an email right now to everyone on my list, who does not use an email marketing platform and maybe they’ve struggled. Maybe they haven’t done it cuz they’re not sure which one. Yeah. Well, I just came up with this great, uh, review video I put together and I really pushed the affiliate thing that I, you know, for the platform I, I recommend. And that’s how I could target that for, right. Yeah. So I can do like so many interesting things once you have, uh, that data in your database.

John Jantsch (21:49): Yeah. So, so let’s wrap up on, uh, the idea of creating personalized messages on your website. I think a lot of what we’ve talked about implies that I’ve got that data. So now I can send better email, but a lot of us out there myself included have segments, different, unique segments that we sell mm-hmm and wouldn’t it be amazing if on the homepage , you know, when they came there, they saw case studies and testimonials that were only related or were specifically related to that segment. And so talk a little bit about the idea that using this tool and using this data that we collect, we can actually now have the website say different stuff.

Brennan Dunn (22:25): Yeah. So the way, the way we do it with the right message is we allow you to quickly like click on a headline. So what you could do is you could go into our tool within the tool, go to your homepage, let’s say, and then click on the headline, like, you know, your main headline mm-hmm and then toggle between all the different segments you’ve defined. So if you’ve defined, um, segment a segment B and segment C, you could say go to a, change the headline to a B change this, click on this picture, change it to the picture of the Panda for people in a change it to, you know, change this, change that. And it’s really just kind of very, if you’ve ever used a tool like Optimizly or VWO, it’s very similar in that respect where it’s point and click. So that that’s how we’ve designed that.

Brennan Dunn (23:07): But what I usually tell people is even if they don’t want to go that far one easy fix, it’s not the most elegant fix, but it’s an easy fix would be, let’s say you’re promoting a new product or course, and duplicate your sales page like two or three times and make those tweaks. And then just within your email platform, when you’re writing the emails, have some conditions, let’s say if they’re in this segment, point them to landing page a. If they’re in this segment, go to line page B and, and obviously it’s not the nicest way of doing it, especially when you consider that one benefit of a platform like right messages, we can do multivariate personalization. So you can say, you know, these benefits are here because they’re in this job role, this headlines, because they’re in this industry, this testimonial is because they’re struggling with this pain point and that can yield. If you just do simple math, it can yield, you know, 10 industries, times 10 job roles. You already have to have a hundred variations, which would be untenable if you were to duplicate it a hundred times. Yeah,

John Jantsch (24:08): Yeah, yeah. And is it, does it work with the various page builders that are out there now because you you’re just putting in blocks of HTML or something

Brennan Dunn (24:15): That’s right. So all we’re doing the easiest way to think about it is we’re effectively, post-procesing the page. So you put our script on the site. What we do is your page builder sends up the wire the final page. And we’re just saying, even though the server says, we should be showing the headline that says ABCs, we see their tech customers. So before they even see the page, we’re gonna change it out to X, Y, Z. So it’s just a, kind of a, the benefit there for us is it’s, it’s agnostic in terms of what you put it on, it’ll work on anything that allows you to just run our JavaScript on

John Jantsch (24:46): It. Yeah. Awesome. Well, Brendan, thanks for taking time to stop by the duct tape marketing podcast. You, you wanna send people obviously we’ll have a link to right message. But do you want anywhere else you wanna send people to connect with you?

Brennan Dunn (24:57): Yeah. I mean the, the, you know, besides right message. I, I do write weekly, like you mentioned, at create and sell.co and there, I just write about everything from, you know, tagging versus custom fields to what I’ve talked about recently.

John Jantsch (25:11): A lot of email stuff,

Brennan Dunn (25:13): Just email, like, you know, should you have design emails versus simple text? Yeah. I mean just a lot of emailing, things like that.

John Jantsch (25:19): Awesome. Well, again, uh, thanks for sub by and hopefully, uh, we’ll run into you, uh, one of these days again, out there on the road.

Brennan Dunn (25:26): Absolutely. Thanks John. Hey,

John Jantsch (25:28): And one final thing before you go, you know how I talk about marketing strategy strategy before tactics? Well, sometimes it can be hard to understand where you stand in that what needs to be done with regard to creating a marketing strategy. So we created a free tool for you. It’s called the marketing strategy assessment. You can find it @ marketingassessment.co not dot com.check out our free marketing assessment and learn where you are with your strategy today. That’s just marketingassessment.co I’d love to chat with you about the results that you get.

This episode of the Duct Tape Marketing Podcast is brought to you by the HubSpot Podcast Network.

HubSpot Podcast Network is the audio destination for business professionals who seek the best education and inspiration on how to grow a business.

Why Call Tracking Metrics Matter To Your Marketing Efforts

Why Call Tracking Metrics Matter To Your Marketing Efforts written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Todd and Laure Fisher

In this episode of the Duct Tape Marketing Podcast, I interview Todd and Laure Fisher. Husband and wife co-founders, Todd and Laure Fisher founded CallTrackingMetrics in 2011 in their basement and together have grown it into an Inc. 500-rated, top-ranked conversation analytics software serving over 30,000 businesses around the world.

Key Takeaway:

Today, it seems as though there’s a never-ending list of channels and ways in which your customers can communicate with you and your business. We often hear from small businesses that their marketing works, they just don’t know which part. And because of that, many businesses waste their time spinning their wheels on channels that aren’t bringing them business.

In this episode, I chat with Husband and wife co-founders of CallTrackingMetrics, Todd and Laure Fisher, about why call tracking metrics matter to your marketing efforts and how you can utilize it today to double down on what’s working for your business.

Questions I ask Todd and Laure Fisher:

  • [1:41] What led you to where we are today?
  • [2:15] How did the idea come about to create the company?
  • [4:02] What is call tracking and how do marketers use it today?
  • [7:08] What are some of the best uses for the various touchpoints with prospects and customers?
  • [11:26] The digital world is coming under a lot of scrutinies — so how are you prepping for that from a customer tracking perspective?
  • [14:02] Does your tool provide things like HIPAA compliance for people that are obviously in the medical area?
  • [14:35] How does call tracking play into personal segmentation?
  • [16:03] Do you think that being able to identify if somebody is a customer or somebody is not a customer could trigger different behavior?
  • [17:12] If someone was comparing you to other call tracking players out there, how would you say CallTrackingMetrics is different?
  • [18:27] How does a call tracking tool play into SMS marketing?
  • [19:49] Could you tell us more about CallTrackingMetrics?

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John Jantsch (00:00): This episode of the duct tape marketing podcast is brought to you by the female startup club, hosted by Doone Roison, and brought to you by the HubSpot podcast network. If you’re looking for a new podcast, the Female Startup Club shares tips, tactics and strategies from the world’s most successful female founders, entrepreneurs, and women in business to inspire you to take action and get what you want out of your career. One of my favorite episodes who should be your first hire, what’s your funding plan, Dr. Lisa Cravin shares her top advice from building spotlight oral. Listen to the female startup club, wherever you get your podcasts.

John Jantsch (00:48): Hello, and welcome to another episode of the duct tape marketing podcast. This is John Jantsch. My guests today are Todd and Laure Fisher, their husband and wife co-founders of Call Tracking Metrics company. They found in 2011 in their basement, and together have grown it into an Inc 500 rated top ranked conversion analytics software serving over 30,000 businesses around the world. So Todd and Laure, I don’t often have multiple guests, so I’ll try to not fumble my questions to, to either, or you just take your turns. Whoever’s whoever wants to jump in next, go from there. So welcome to the show.

Laure Fisher (01:26): Thank you. Thanks for having us.

Todd Fisher (01:27): Yeah. Thank

John Jantsch (01:28): You. So, so I’d love to hear about your journey. You know, every entrepreneur has some unique, uh, journey that brought into this point. I do know in looking at a little bit of your background, you’re not software engineers, you didn’t grow up in, in that necessarily. Um, you came from other professions, so I’d love to hear what led you, uh, to where we are today.

Laure Fisher (01:46): Well, that Todd has a, his is more technical

Todd Fisher (01:49): I was gonna say, I have a technical software engineering background. Lori does not.

John Jantsch (01:53): Ah,

Todd Fisher (01:54): Okay. So, but that’s part of what I think made it work really well for the two of us. So Lori has a, a business background. I have a, an engineering background and so the two of us together, we can also kind of split what we focus on, uh, which I think also avoids conflict, uh, which is good.

John Jantsch (02:09): Oh, it absolutely awesome. You kind of have your strengths that you bring and your balance yeah. Was the idea to create the company one that you said, gosh, there’s this huge need out here and, and a gap in the market, we should create it. Or were you trying to do this in your own careers? And couldn’t find the right tool.

Todd Fisher (02:29): I think I’ll take that one, Laurie. So, so I think that it wasn’t sort of something we sought out to do. It was more of Laurie and I were both sort of running it. I’ll say I’ll call it a fledgling consulting company. We were trying to make things for our customers or provide AdWords support, SEO support. Okay. And a handful of them. I think two, we were very explicit and they would not take our business unless we could track and compound that with the fact that we were just coming out of that really nasty recession and, you know, still sort of, it was very raw, right. That, you know, people, after you finished a job for them, maybe we built a website and then they would be like, sorry, I can’t pay for, you know, that website cuz uh, we’re going outta business. So we dealt with a lot of that.

Todd Fisher (03:09): Right. And then, you know, so part of it was also like, Hey, the appeal of really sort of the appeal of having a, a, a software business that we could charge upfront. And we could also focus our energy instead of it being spread, you know, from one project to the next being completely unrelated from each other. Yeah, sure. There are things lessons you can carry forward, right. With what you, you know, suffered in, you know, learning for one customer to the next. Right. But it’s not, doesn’t compound as effectively as, Hey, it’s one software platform. Right. And we’re still kind of consulting, but we’re doing it in the context of one platform. So it’s has a much, it, it works better.

John Jantsch (03:47): Yeah. I’ve been throwing call tracking out here and, and call tracking metrics the name of your company, but we’re probably ought to back up just a little bit. And you know, a lot of listeners of course, are very savvy, understand what that is, or at least have experienced in some fashion, but maybe give an overview of, you know, what call tracking is and how, you know, marketers use it.

Todd Fisher (04:07): Sure. Yeah. Do you wanna take, do you wanna, I can. Okay. Uh, so, so call tracking, you know, the early days started out with here’s a phone number, put this phone number on your billboard and we’ll measure how many times that phone number is called. And that must mean that billboard is worth X, right. And it sort of evolved with Google ads to, you know, okay, now somebody clicked on an ad and if they made a phone call, can you tie that phone call back to that particular ad in a particular, but over time, I’d say the real value is that now we can help you answer the question of not just which phone number, uh, and which click, but was there a sale, right? Yeah. Was there meaningful conversion that occurred? And if there was, well, let’s make sure we can communicate that back to Facebook, Google, whatever ad platform you might be using.

Todd Fisher (04:53): Right. And to me, that’s more of the, the value story here. Right. And, um, and then the mere fact that we’re handling this phone call means that now we have a call recording, we have speech intelligence. Right. So we, we could say, Hey, somebody was pretty angry on that call. You might wanna work on that aspect of your business as well. Right. So it really kind of is interesting that it, you know, sort of all started with wanting to answer the simple question of how many people, how effective is this ad. Yeah. And it sort of trickles into all of the impacts that, that one ad and that led with all the customer interactions that occur right back to

John Jantsch (05:30): Yeah. And I, I think it really, it does kind of answer that like, uh, the phone companies used to talk about the, the last mile, you know, question was that there was a whole lot of data we had, but we couldn’t really understand. I mean, it allowed us to weed out stuff that just totally didn’t work, but we really couldn’t refine what was bringing us revenue necessarily. And I think that that’s, you know, for a lot of marketers, obviously, you know, the old joke kind of about, I, you know, some of my marketing works, I just dunno which, you know, part it. And I think a lot of marketers still take that approach of if I throw enough stuff out there and, you know, I think the thing that’s really missing from that approach, of course, you could be very successful and grow a business. But if you knew that 20%, that was really working, you just double, triple, quadruple down on that and you’d really have a business wouldn’t you

Laure Fisher (06:15): Mm-hmm mm-hmm mm-hmm I know. And now we started with it being about phone calls, but now it’s all these other communication channels. Right. Keep getting invented. Right. And so we’ve, we have to keep kind of weaving in all of these other channels and it really, it, you know, companies had all these different platforms for all these different channels. You know, they had like their email service, they had their, you know, text message platform. They had their chat platform. And now it’s really about bringing those all together so that you can see that journey all the way through all of the different, you know, mediums that people are communicating through.

John Jantsch (06:47): Yeah. Well, in forms even, I mean, I, we have clients that half half of their contacts, phones calls, and half of them are, you know, consultation form fills, you know, so I mean, being, you really do need, uh, to bring many of those things to together. You, you we’ve kind of talked about it, but maybe you could cite a few examples. I mean, the obvious one is, you know, are my ads working or paying, but what are some other uses or maybe what you would call best uses for, for this type of tracking?

Laure Fisher (07:14): I would say one thing is what’s happening on the phone calls is really interesting. A lot of, a lot of companies think they kind of, they know what’s happening on the calls because their team tells them. But when you actually hear the calls and listen to them in person, you know, you learn a lot. And then also you can use machine learning and to have, you know, a system like ours, listen to the calls in a way and scan them for patterns. So you could figure out, you know, what words keep getting mentioned in the call, you know, where does your salesperson have to say no, you know, we don’t do that. What are the trends that you’re seeing in terms of, you know, voice tones in their voice and when they might be getting angry. And there’s just so much you can learn from actually what’s happening in the call when you actually hear it directly in the call versus relying on interpretation from someone else telling you

John Jantsch (08:00): Well, and I would, I would also say, I mean, we have clients that most of their phone calls seem to come on Monday, Tuesday . And that really has some decision making, you know, about what we better have, you know, ready on Monday, Tuesday, right? Yeah.

Laure Fisher (08:13): Yes, yeah. Yes. Like which agents are performing, you know, you see all sorts of interesting information about who answers their phone really quick and whose phone calls last forever, but the calls don’t seem to go that well, right. You know, you can see all sorts of interesting performance data and also understanding when you run an ad, how quickly do the phone calls happen. Right. So what should you be thinking about in terms of budgeting for advertising and how that translates into communications coming into to your call center?

John Jantsch (08:39): So, so we are, you know, my agency and the training that I do. I mean, we are big proponents of this for a lot of the reasons we’ve already talked about, but for those agencies out there listening, this is an amazing way for you to prove your worth. And I think a lot of people forget that, you know, they’re given reports with traffic on them and, you know, with, uh, keyword rankings and whatnot. But you know, when the client says, well, yeah, we’re not getting any more business. And then I go listen to five calls that just don’t get answered, or they go to voicemail or, you know, whatever it is. I mean, it’s pretty easy to say we’re doing our job , you know, but you’re not. But then O obviously, you know, the better scenario that is that, that, you know, you’re very, is very easy then to connect all the analytics together, to show, you know, this phone call was actually worth, you know, $12,473 this month, or, you know, or these group of phone calls. So it’s a great tool to, you know, to prove why you’re charging what you’re charging.

Laure Fisher (09:31): Yeah. It’s and it’s interesting. Cause a lot of times CU customers will say, they thought they’re surprised by some of the things that, you know, they might an ad, a particular ad channel might be driving. A lot of traffic might be driving a lot of phone calls. But when you look at like what types of phone calls is driving and what the long term value of those customers are, it’s surprising to people sometimes, you know, they yeah. Have all sorts of learnings around like organic versus paid and, you know, social media and what really is the value of that. So it allows them to just, you know, really kind of understand even further, like, was this really a good lead? You know, was this really worth it? You know, this channel that we invested in

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John Jantsch (10:59): So a lot of channels, email specifically, and certainly on social, uh, media and Google’s making some adjustments about, you know, tracking has actually become an evil word in, in some service, right. See, except for, uh, mailing lists, you can, you know, you can buy a mailing list that, that has anything you want on it. send it to anybody you want for

Laure Fisher (11:20): Everybody lives, drive it over to their house. Yeah.

John Jantsch (11:23): You can know what diseases they have, what medications they’re taking. Right. But let’s get back to the, what we can talk about, you know, tracking in the, you know, in the email world in the digital world is coming under a lot of scrutiny. So how are you preparing for that? Or what do you have to say about, you know, the person that’s saying, oh, but we’re not supposed to track.

Todd Fisher (11:42): Yeah. I mean, I think that, you know, I think there’s a lot of misconceptions out there around this, but you know, it is what it is. You know, first of all, one of the things that we say is, Hey, listen, like we’re, it’s first party tracking. Not only that, but somebody clicked on this paid ad. That was a very expensive, uh, thing for that business to, to put out all the businesses really asking is to understand whether or not that expensive paid ad is having some value. Right. So that they can better focus their effort for the next time. Right. And so I, I, I really think that if, if you, you know, it can explain to somebody, Hey, you know, for example, we, we had a, I think it was like a lawyer who was explaining to me, he’s like, you know, my, my ads cost $50 a click.

Todd Fisher (12:19): Right. I was just like, wow. So he’s like, you absolutely need to, I don’t wanna know unless these are turning into phone calls sure. Is what he told me. That was our, one of our first customers. Yep. And I remember being like, okay, well, that’s, uh, really important. Let’s make sure we, you know, we can answer that question for you. So, you know, often I hear is, you know, you know, people go down, the path of tracking is evil and then they start dropping words like deep state and, you know, you know, you know, foreign actors and all this kind of stuff. And I’m like, well, wait a second. Who are we talking about here? Cause the plumber down the street, when you click on their ad, I think it’s gonna be okay. Right. So what are we actually doing there to prepare for that? So, so first of all, um, there’s things that are just happening, right? So Google, um, has been forced to change how they track Google ads, right? So there’s something called GBRA w braid and only just recently were the APIs available for us to actually pass those tokens back to Google for conversions. But you know, we work with Google’s ecosystem, we’ll collect those tokens and we’ll pass them to Google in, in response to conversion events. Yeah. What else

Laure Fisher (13:22): Also giving customers tools to manage the data that they collect. Yes. You know, so whatever provider they’re using, they need to have the tools to get rid of things they don’t need control so that they’re collecting just what they need, delete things they don’t need. So a lot of it, I find even with service providers, we use, you know, that it’s, it’s all about the cus us being able to control what it is that we’re collecting. Cause a lot of times people find that they’re collecting all this information. They don’t even need half of it. So get smart about, you know, what it is that you’re collecting. It’s true. Also when you look at GDPR compliance as well, that you really need to be able to justify what you’re collecting and, and have a good handle over how you’re securing it and how to get rid of it, you know, when you’re done with it.

John Jantsch (14:02): And does your tool provide, you know, things like HIPAA compliance, you know, for people that obviously in that medical area that one’s probably touchier than GDPR for a lot of people,

Todd Fisher (14:13): It’s funny. It is. Yeah. But in a different way, GDPR and and HIPAA kind of have different kind of edges to them. So, but we cater HIPAA both.

John Jantsch (14:21): Mm-hmm, one of the things that is becoming increasingly popular maybe because the technology is caught up to make it increasingly easier to do is segmenting customers and leads and people that are on your list already, not on your list already. How does call tracking play into that, maybe that kind of personal segmenting journey.

Todd Fisher (14:41): Um, so yeah, so, so we have a lot of a attribution that we can apply to the contact. So one of the things we do is when you make a phone call into our system, we actually create two records. It’s the, the call activity. And then if it’s not already created the contact record, and then as that user kind of interacts with you, we collect additional information on that contact record. And one of the, one of the big use cases, I like to kind of say, Hey, is, this is good, right? Um, is let’s say you’re driving and to get ahold of, you know, business X, Y, or Z, you know, unfortunately you did have to go through a rather complicated voice venue, right? Your first time you’ve ever called them. Right. Right. You had press one and you had to listen, press two and maybe listen, press four or something.

Todd Fisher (15:23): Now you’re finally talking to a person who’s really able to help you. Right. You’re in your car though. The kids are screaming in the back drive under a bridge and the call drops, right. This is like tragic situation. Right? Well, if, if that business had known who you were and in our system set up a rule that just said, Hey, if it’s within, let’s say 24 hours, skip all the voicemail stuff and just go directly to the, the, the last agent who you were talking to. Right. Well then imagine how much better this would be when like 10 seconds later you come outta the bridge or outta the tunnel and you call back and well, wow. You’re talking to the same person again. Right.

John Jantsch (16:03): What’s interesting. I think even just knowing that somebody is a customer or somebody is not a customer, you know, that just that designation could certainly trigger different behavior, couldn’t it?

Todd Fisher (16:15): Yes. Yeah. And that’s been a big part of our product is just helping to cater to those kinds of use cases where it’s a repeat call. It’s an, you know, we know that this person was inquiring about product X, Y, or Z, right. Cause of the lead form that they filled out. Yeah. So now instead of routing them to a general queue, maybe we’re gonna route ’em to a specialist queue. And so in this case, you know, you can say, Hey, you know, tracking really gave you a better experience. Right? Yeah. Maybe it took some of the frustration of your day out of your day. Right? Yeah. That’s the way I try to position it is, Hey, there’s lots of friction points here. You know, when you call that business, you really feel like entitled so that they should know everything about you. Well, that’s part of what tracking helps do, right. Is give you that kind of white glove treatment.

John Jantsch (16:56): Well, and, and I think the, the beauty of what you just said is if it’s working well, you didn’t even know it did it. Yes. And that, of course that’s the frustrating thing for somebody that sits there and codes all day. Right. that’s right. You know how hard it is to actually make it

Todd Fisher (17:11): . Yes.

John Jantsch (17:12): Yes. So, so if somebody was looking at you and there are other players out there that, that do call tracking and whatnot as well, and you know, what would you say, Hey, but here’s our, here’s how we’re different or here’s, you know, here’s our super feature that nobody else has.

Todd Fisher (17:25): Sure. Um, what do you think Laura? I mean, I think what we really do and shine in our space is that we really bring multiple facets of the space together in almost the hub fashion, where we have other, we, so in, in a way, I’d say we have competitors in many different industries because we kind of bring many different industries into one platform. And that’s really our specialty is that we’ve brought these things together. So you don’t have to say, I want my call tracking company. I want my contact center software. I want my CRM software, you know, you can kind of just pull them all together into one place and it integrates better this way. Right. I’d say in our space, we, we are friends with everyone because we integrate with everyone, but, but we can also provide the, the feature as well. So you kind of get choice in that way.

John Jantsch (18:08): You, you know, one channel, I guess, that we haven’t even talked about that I meant to, because so many businesses, some businesses are using for outbound marketing, but I don’t think that’s really the true use. A lot of businesses are using SMS as a true customer service tool. Your point is coming up or, you know, it’s time to reorder, you know, whatever to just kind of, and people are expecting that and appreciate the text that way. How does, how does a call tracking tool play into that? Well,

Laure Fisher (18:31): You can, you can tie text message campaigns to, you know, a person and their pattern of interaction. So, you know, maybe they have filled out a form that, you know, they’re interested in a certain product, they clicked on an ad. They’ve talked to someone, you know, about that phone call, what happened in the phone call. You can now target your text message information to them in a whole different way. Obviously you need to have permission to text them, but you’ve, you’re able to segment them right. And target the communication. The other thing that I think is really important in text messaging, a lot of people think about when, you know, the, the blast text blast. Right. But what I think is really interesting is the conversational texting where you can actually have just a one-on-one conversation, whether it’s for service or a sales interaction, the, you know, the people are so much more likely to respond to a text message and open a text message. And especially if it’s easy, you know, schedule, appointment via text, or, you know, have like, I actually have like a conversation with a salesperson via text without having get on the phone with ’em. So that I think is really interesting. And, and something, I think a lot of companies are just starting to kind of scratch the surface on, maybe they’ve done their like text blast with their promo codes and all of that, but really figuring out how do we create kind of meaningful interactions with customers over text messaging.

John Jantsch (19:43): Yeah, absolutely. So Todd, Lori, thanks for, so by the duct tape marketing podcast, uh, tell us a little more about call tracking. Tell us, give us kind of the 32nd commercial or anywhere you wanna send people to find out more specifically about call tracking metrics.

Laure Fisher (19:58): Yeah. I would go to call tracking metrics.com. That’s the best place to go. And you’ll see that we’ve got three different plans you can sign up right on our website. We have an amazing support team, amazing professional services team. That’ll help you implement the service as well. So, you know, definitely feel free to call our sales team, have a demo, or you can sign up right on the website and get started.

John Jantsch (20:18): Awesome. Well, again, thanks for sound by the duct tape marketing podcast, and hopefully we’ll run into you both, uh, somewhere out there on the road.

Laure Fisher (20:24): Thank you.

John Jantsch (20:36): One final. Hey, and one final thing before you go, you know how I talk about marketing strategy strategy before tactics? Well, sometimes it can be hard to understand where you stand in that what needs to be done with regard to creating a marketing strategy. So we created a free tool for you. It’s called the marketing strategy assessment. You can find it@marketingassessmentdotco.com.co check out our free marketing assessment and learn where you are with your strategy today. That’s just marketing assessment.co I’d love to chat with you about the results that you get.

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