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7 Steps to Small Business Marketing Success – Episode 3

7 Steps to Small Business Marketing Success – Episode 3 written by John Jantsch read more at Duct Tape Marketing

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john jantschOverview

For 20 years, small business marketing came down to one question: can Google find you? That still matters. It is no longer the whole answer. Buyers now ask ChatGPT, Perplexity, and Claude very specific questions, get a short list of names back, and trust what they read. If your business is not on that list, you are invisible at the exact moment someone is ready to buy.

In this solo episode of the Duct Tape Marketing Podcast (Step 3 of the Seven Steps of Small Business Marketing Success), John Jantsch walks through the new reality of AI search visibility and why it is a current problem, not a future one. He breaks it into three things every business has to get right: findable, credible, and retrievable. That means building real topic authority instead of stuffing keywords, turning your website into a selling tool instead of a brochure, using hub pages to own a topic, and treating your third-party presence as infrastructure rather than housekeeping.

This one is for small business owners, marketers, and consultants who suspect their website is stuck in 2019 and want a strategic, non-technical way to get found first. John also shares a simple test you can run in 60 seconds to see exactly where you stand against your competitors.

Guest Bio

John Jantsch is the founder of Duct Tape Marketing and the host of the Duct Tape Marketing Podcast. He is a marketing consultant, speaker, and author known for turning marketing strategy into a practical system small businesses can actually run. His books include Duct Tape Marketing, The Referral Engine, Duct Tape Selling, and The Ultimate Marketing Engine, the source of the Seven Steps framework featured in this series. Through Strategy First™ and the Marketing Operating System, John and his network of certified consultants help founders install strategy before tactics and build marketing that compounds over time. He works with business owners through fractional CMO engagements and shares field-tested, no-hype advice with the podcast audience each week.

Key Takeaways

  • Run the test: open an AI tool and ask the three questions your best customers ask before they hire someone like you. See if you show up, your competitors show up, or nobody does.
  • AI search is a current reality, not a future one. Many businesses are still optimized for 2019, when ranking in Google Maps or search was the whole game.
  • Three things matter now: be findable, be credible, be retrievable.
  • Findable means topic authority you can prove with case studies, reviews, and real results, not a page built around three or four keywords.
  • Credible means a homepage that makes the right buyer feel understood in seconds. Most founders have not read their own homepage in years.
  • Retrievable means AI can actually read and describe you, which depends on real content, structured data, reviews, citations, and mentions across the web.
  • Your website should be a selling tool, not a brochure. A brochure describes. A selling tool converts.
  • Lead with a core message above the fold: who you serve and how you solve their problem better than anyone, not a description of your industry.
  • Hub pages are your topic authority unit. Build one deep, organized guide on a core topic, linked to subtopic posts, and both AI and search engines reward it.
  • Treat directories, reviews, and third-party mentions as infrastructure you build over time, not one-time housekeeping.

Great Moments

  • [00:43] The 60-second test: ask an AI tool the three questions your customers ask, then describe what you find.
  • [01:16] Why this is a current problem and a real opportunity for founders who act now.
  • [03:39] The framework: findable, credible, and retrievable, and why it is strategic rather than technical.
  • [05:42] Credible: does your site confirm the visitor is in the right place?
  • [06:04] When did you last actually read your homepage?
  • [08:25] Mining your reviews for the real problems you solve and the fears buyers carry.
  • [10:45] Your core message above the fold and naming your ideal client.
  • [12:34] Hub pages explained, using the kitchen remodel example.
  • [14:48] Organizing reviews around topics as real proof only you can offer.
  • [17:05] Run the test, screenshot your baseline, and where to go next.

Memorable Quotes

  • “We are not reacting to the new realities of AI or Google. We are reacting to how people choose to buy today.”
  • “A brochure describes. A selling tool converts.”
  • “When is the last time you actually read your homepage?”
  • “This is strategic. It is not technical. A lot of SEO folks love technical because technical is hard to confuse people with.”
  • “A lot of people look at directories as housekeeping. Today it is more like infrastructure.”

John Jantsch (00:03.01)

Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and no guest today. Again, some of you that have been following along may recall I am doing the seven steps to small business marketing success. This is actually episode number three, step number three. So you can check out in the show notes the past sessions as well if you’re just trying to catch up. But today I want to talk about this re new reality. our businesses have

possibly become invisible to AI search. In fact, I want you to do this test.

John Jantsch (00:43.394)

Go to Chat CPT Perplexity Claude, take your pick, right? Type in three questions that your best customers look for or ask when they are looking for a business like yours. Not anything about your particular business, but the the problems they’re trying to solve, the the issues that they have. something that they would ask before hiring somebody you. Now, we you can stop the episode right now and do that. I’ll wait. but.

John Jantsch (01:16.44)

Describe what mu what you find. think about what you find. Is it nothing? Is it you? are you dominating? That would be awesome, of course. that’s a new reality. and this isn’t a future problem. This isn’t coming. this is a current one. Now, a lot of local businesses are still showing up in in Google and Google Maps, and that’s still important, but it’s it’s fading a bit, right? people, I don’t know if it’s right or not, but people go today and when they see those like.

Best remodeling contractor in SoSo City, and AI tells them three companies, they believe it. because they’ve ty typically typed in who do kitchens in older home homes who blah, blah, blah, blah. So it’s a very specific type of search now. And the results that come up there are the ones that are winning. so are you coming up there or are your competitors coming up there? I mean, this is this is how research is being done today. and and I think

A lot of small businesses are still optimized for, I don’t know, 2019. when all you needed to do, boy, if you showed up on that Google Maps or you showed up in in Google search, then that, you know, that was really all it took. I think this is an opportunity. I mean, I think the founders who act now still absolutely have the the opportunity. It’s kind of like when we first went online, we first started blogging, all those kinds of things.

The opportunity now is to actually be first in AI search. So what’s changed? for 20 years, as I said, you know, Google, can Google find you? I mean, in a lot of ways, we got lazy because that was the only question you really had to answer. it it still applies. It’s just not the whole answer anymore. so what we have to do or or we have to think in terms of is not just

search results, keyword phrases, all the things that were thrown around by SEO folks so much. We have to be findable, we have to be credible, and we have to be retrievable. Those are three things I really want to talk about. And and it’s not I I’m not here to talk about how to hack SEO or how to hack, you know, GEO or whatever new term they’re gonna come up w with, you know, for for these various engines. It’s really just more a matter of how

John Jantsch (03:39.276)

We have to get our story out the same way we always have. It’s just sometimes you have to adapt to the new realities of of the buyer. I mean, and I think that’s something that doesn’t get said enough, is that we’re not reacting to the new realities of AI or of Google. We’re reacting to how people choose to buy today. And that’s really if you keep that in mind, and you keep in mind what they have available to them, that’s what we need to really respond to and not just.

Some new platform or some new tool or some new trend or some new hype. All right. So findable. there really is traditional search, social search, and now AI mediated. I don’t know what we would call it, search. Those are the three kinds of search that we have to to respond to today. And again, most people have really just thought about one of those. So topic authority.

Think about that. It used to be keywords, right? We we wanted to have a page that that we optimized for you know three or four keywords that people would search and that the search engines would would actually be keyed on. and today it’s really more about topic authority, a deep, rich topic authority.

That you can actually prove that you were an expert in, not that you can write about, but that you can actually prove you have the results, you have the case studies, you have the reviews, you have all the things that would human, real human beings would be saying about your business.

This is strategic. It’s not technical. And I think a lot of times that’s what we’ve done. We’ve kind of defaulted to the technical aspects. And frankly, a lot of SEO folks love that because technical is hard. Technical is easy to confuse. strategic is not so much, frankly. And I think that that’s the the the part, while it’s a mindset shift, I think that’s the part that’s the real opportunity for folks. So credible.

John Jantsch (05:42.23)

Is the second part. So findable, topic authority, credible. Does your site confirm that they’re in the right place? And a lot of times again, I I could talk to I’m blue in the face about websites and and the brochure aspect of them as opposed to the practical aspect of them, but

John Jantsch (06:04.588)

Here’s a here’s a question I love to ask people. When’s the last time you read actually read your homepage? that’s what I find is quite often the case. We we’ll start working for somebody and we’ll have lots of suggestions about ways to improve their homepage. And they actually are like, I didn’t even realize we said that, or we don’t even offer that service anymore. so you most founders haven’t done it in years. And I and I think that quite often we run across sites that reflect the reality of a business three years ago.

I I actually ran into somebody said they haven’t updated, they haven’t changed one thing on their website since 2019. We are in 2026 today. you know, that that I don’t even want to start with how much has changed since 2019. but but clearly that site is not going to perform. and and the thing is, a lot of people get very focused on design. Design’s really not going to solve the problem. Yes, the site has to look like somebody.

thinks it’s going to look, or that they’re used to how to navigate, you know, how it looks. But it’s really more about deep proof of real work and and a connection so that when the buyer or potential buyer shows up, says, you get me, or I I feel heard, or you understand the problems that I’m trying to solve. All right. So then the last one is retrievable. So we’ve got findable, credible,

And retrievable. So this is probably kind of a new one for many people. AI builds its answers from whatever is publicly available on a website, like your website content, structured data, third-party presence, reviews, citations, right? And so all of those things have to be there if if your content is

Very thin, if it is missing structured data, if it’s if there’s weak external presence, meaning that that people aren’t linking back to it, people aren’t talking about it. AI can can either find you or really can’t describe you with accuracy. And that’s why we really want to start talking about, you know, real FAQs. Go read every one of those reviews that you have gotten. plug them into an AI tool and ask that to to analyze and summarize the reviews that you’ve gotten.

John Jantsch (08:25.382)

many times you that that will be the the absolute gold mine of the problems that you really solve. And then the flip side of that, the fears that a client or your your clients at least were really worried about in in in engaging a company like yours or or your competitors. And I think that that’s where we have to start thinking about real content.

That addresses those things because that’s what people are searching. They’re going out there and saying, I want to find a contractor that won’t destroy my home, that won’t let my dog out. I mean, they’re asking very specific things like that. And that’s what AI is trying to surface. And all it does is goes out there and and reads a whole bunch of stuff. and and in fact, we’re seeing that businesses that that write that real stuff, the voice of customer, really putting their reviews

Out there as like, here’s the problems we solve. Maybe didn’t even have a great search presence before because search was dominated by companies that knew how to hack the algorithm. But AI doesn’t care about the what Google used to care about. it really cares about retrieving the data to very specific searches that people are making today. So, all right, here are three things that you need to build.

Your website has to be a selling tool, not a brochure. Hub pages, something I’ve talked about for many years. And the beauty is they become more important than ever. So I’m going to review review that. And then the last one is third party presence. And that’s a part that many business owners, I won’t say they neglect, but it’s just the hard part in a lot of cases. It’s the part that you don’t control, that you don’t own. And so you have to be very intentional about making it happen.

All right. So the website, a brochure describes a selling tool converts. That’s the difference, right? And so there are really four things that I think have to be there. They are a priority. there is an order to them. your core message above the fold. Here’s who we serve, here’s how we solve their problem better than anyone ever thought about. Not here’s what we do. your ideal client needs to be named. It’s like we serve and we are the best.

John Jantsch (10:45.848)

Better than anyone at serving XYZ. Very specific. Identify segments, whatever it is, identify them so that when somebody arrives there, they’re like, Okay, you you work with people like me.

Heart stop on what’s next, right? Not a menu, not contact us. One frictionless action for the person who’s ready. Schedule a consultation. Download this free assessment. get a quote. don’t have a dozen ways that people can think about contacting you. Have very active, not passive, very active. Here is why you should contact us. Here’s what you’ll get when you schedule. Here is the the

you know, tool that you can use to download to solve your problem. Have a very specific call to action.

Probably what I see more than anything is that first one. The core message is is either buried, generic, or missing entirely. I can’t tell you how many sites I still run across that above the fold, first thing somebody reads is a description of what your profession is, what your industry is. We are accountants in XYZ City. and that was a old SEO holdover. but what somebody wants to know is who you serve.

How you solve their problem, how you how you solve their problem like nobody else ever dreamed of doing. That’s what they need to understand first. All right, hub pages. So this is, I mentioned already, topic authority. This is your topic authority unit, is a hub page. And so the idea is if you think about a book, you’ve got a large body of work that is organized around chapters. And that’s really what a hub page is. So if you have a topic,

John Jantsch (12:34.478)

Home remodeling kitchens, for example. that’s a topic that somebody who wants to remodel a kitchen is going out there and looking for information about. So if you had the page that says everything you need to know about remodeling, but again, that’s gonna be broken up into getting ready to remodel. Should you remodel?

Design considerations, appliances, pre-construction, construction, after finishes. I mean, a whole category of subtopics. And so the idea behind a hub page is somebody arrives at that page, maybe they just want to know about wallpaper today. but they are remodeling a kitchen. So they find that page, and then there’s a subtopic on you know wall finishes. And so they jump over to that, but then they jump back to the hub page.

So, if when they want to talk about appliances or kitchen countertops, for example. And so this is like the entire guide, the ultimate guide to remodeling your kitchen, has all these subtopics that are essentially blog posts that you link out to. So this, but this page becomes the collection or the structure of all of that topic. And so what that certainly tells the AIs, sells the search engines has for years.

That this is an authoritative page on this topic that then has may it might have 10, 20, 30,000 words ultimately collected in a number of blog posts that are on subtopics. So it’s it’s probably more about it’s not the it’s not the content. Well, the content’s important, but a huge part of it is the structure of the content. this is like a jumping off point for anybody who wants to know about that topic. And the AI tools as well as the search engines absolutely love that.

And the beauty from a practical small business owner standpoint is that’s something you can structure, plan, take a year to build. It’s like writing a book, as I said. it just has all of the topics organized on this one page. and you could start having case studies, you can start having look through all of your reviews, and somebody said about how clean you are, somebody said.

John Jantsch (14:48.154)

about your pricing. somebody said about your design. So you you all of a sudden can start organizing your reviews even around some of these topics. And that’s that’s what the AI tools want to see. That’s what they they want to see, topic authority, topic expertise with real proof, not just 700 words that AI spun up, real proof that only you, you’re the only ones who can actually talk about what that client got as a result. and so hub pages are

to me, really your secret weapon to dominate. We’ve done it for we’ve done them for many, many clients. And they rank have always ranked in SEO and they are always ranking now in AI searches because of the nature the the the real focus nature on a core topic. third party so AI doesn’t just use your website.

I mean, really the search engines never did too. That’s why p you hear people talk about backlinks and reviews and and getting other people in social media to talk about your products and services. That’s always been important. So things like your Google Business profile, industry directories, reviews, mentions, citations across the web, those are all things that you do actually have a way to actively participate in. You don’t control them necessarily, people write what they

want to write or going to write, say in reviews and mentions. But you do have the ability to optimize, to, to make sure that your information is correct in those directories. That you are your you you if you do searches in AI, you’ll see there are certain directories and certain websites like Reddit and things that that some of the of of the AI tools actually rely on pretty heavily. And and those will change, evolve. They all, you know, they constantly are.

But you get a sense of some places maybe that you’re not mentioned. Say how’s, you know, again, going back to where I’m remodeling contractor, is a source that a lot of the AI tools depend on. It’s an authoritative source. are you playing there? that that just gives you some some ideas on some third-party places. in a lot of ways, think about it as I think we’ve always thought about it as housekeeping.

John Jantsch (17:05.848)

To to be in those directories, to make sure that they were correct, that you didn’t have the wrong phone number. A lot of people look at that as housekeeping. And I think today, in today’s environment, it’s it’s more infrastructure. you know, it’s something that you actually have to build, it’s behind the scenes, it you know, it’s not gonna pay off today. Long term thing that you need to to build as part of the infrastructure of your business. So if you didn’t run that test, pause now and run that test.

Screenshot the baseline. Are your your competitors showing up at when you do a search that your customers were are likely asking? are you showing up? it just kind of gives you the picture of, you know, if you’ve ignored this, it gives you the picture of what you have to do. so that’s really it today. I I will tell you that if if some of the things I talked about today, again, go get the free ebook. it’s dtm.

world slash seven steps. I misspoke. We I think we’re charging $4.99 for it tremendous amount of value. It’s more of a workbook than an ebook. it’ll give you lots of things to think about, lots of things to work on as well. So it’s DTM.world seven steps. And if you just want to skip all of that and find out how working with us and and having us install strategy first in your business and then build a marketing operating system.

with you that you own that that can address the each of these seven steps, that is just duct tapemarketing.com slash consultation. So thanks for tuning in. next episode, episode step number five of seven is coming up. So thanks for tuning in. Hopefully we’ll run into you one of these days out there on the road.

Why Clarity Comes Before Strategy

Why Clarity Comes Before Strategy written by John Jantsch read more at Duct Tape Marketing

Catch the Full Episode

 

john jantsch (1)Overview

Most small business owners blame their marketing when growth stalls. They hire a new agency, rebuild the website, launch another campaign — and six months later, nothing has changed. In this solo episode, John Jantsch makes the case that the real problem lives upstream of tactics: it lives with the founder.

This is Step 1 of John’s updated “Seven Steps of Small Business Marketing Success” — a completely refreshed version of the ebook that was downloaded hundreds of thousands of times over the past two decades. Here, John introduces what he calls the Founder Portrait: a one-page, four-question exercise designed to surface the clarity that every downstream marketing decision depends on.

If you are a small business owner, entrepreneur, or marketing consultant working with founders, this episode cuts through the noise. It asks the uncomfortable questions about what is actually working, what you are doing out of habit or guilt, where the real profit lives, and what you want the business to give you — questions that most marketing engagements never touch.

Key Takeaways

01: Marketing consistently fails not at the tactical level but at the founder level — before any campaign is built.
02: Business drift happens slowly and then all at once. Many founders are operating a business that no longer reflects what they intended to build.
03: Activity is not the same as results. What you are doing a lot of and what is actually producing revenue or reducing acquisition cost are often very different things.
04: Naming the things you do out of habit, guilt, or misplaced optimism is the first step toward stopping them — and stopping the right things is often the beginning of real marketing strategy.
05: Revenue and profit are not the same. Some service lines, channels, and client segments look productive but are actively costing you growth.
06: Serving the wrong client — often picked up during a slow period — can hold back scale far more than any tactical gap.
07: Question four — what do you want this business to give you — is the one most founders have stopped asking. No marketing strategy serves a founder who has not answered it.
08: The Founder Portrait is a private document. It is not a plan, not a strategy deck, not something to share. It is the ground you stand on before any other marketing decision is made.
09: One blank page, four questions, no team, no advisors, no AI. The clarity has to come from you.
10: This framework is Strategy First in practice — revisiting who you are and what you want before defining who you serve and how you reach them.

Great Moments

00:01 John introduces the seven-episode series and the updated Seven Steps of Small Business Marketing Success workbook.
01:50 Why marketing fails upstream — the founder is the variable nobody talks about.
02:50 The concept of business drift: slow at first, then all at once.
04:44 Question 1: What is actually working in your business — and how do you know?
05:27 Question 2: What are you doing out of habit, guilt, or misplaced optimism that you should stop?
06:51 Question 3: Where is your business actually making money — versus where are you pretending it is?
09:00 Question 4: What do you actually want this business to give you?
10:45 Introducing the Founder Portrait — the private document that everything else is built on.
12:10 John’s personal ask: email him your answer to question four at john@ducttapemarketing.com.

Memorable Quotes

“Marketing fails upstream — in the tactics, when they are being done — but the founder is often the variable that nobody talks about.”

— John Jantsch

“Drift goes very slowly and then all at once — you find yourself somewhere you never thought you wanted to be.”

— John Jantsch

“There is a difference between activity and what is working. A lot of times we conflate the two.”

— John Jantsch

“No marketing strategy is going to serve you if you do not know what you want the business to give you.”

— John Jantsch

Resources

Seven Steps of Small Business Marketing Success workbook (2026 edition) — dtm.world/7steps 

Email John your answer to question four: john@ducttapemarketing.com

 

 

 

John Jantsch (00:01.666)

Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch, and no guests today. I’m actually gonna do a bunch of solo shows. So I’m still gonna have a guest. So if you’re listening in line, you will hear the occasional guests still. But I’m doing seven shows as a series. So if you wanna, I’ll tag them all and I’ll remind you this is episode number three of the seven. but I wrote an ebook about 20 years ago.

Called The Seven Steps of Small Business Marketing Success. It was extremely popular, downloaded hundreds of thousands of times. It was a talk that I gave dozens and dozens of times. Because it really took all of the issues that a lot of small business owners were experiencing with marketing and identified them, but also then put them in order to correct.

So over time that became less relevant. however, the fundamentals of marketing have not changed. So for 2026, I completely updated this. And so there is a brand new version of the seven steps of small business marketing success. And I’ll tell you how you can get a copy of it. It’s more workbook, I think than than ebook. Certainly it has great information in it for you, but but it also asks you to do some things, to think about some things, to take action on things. So

I’ve really been referring to it as more of a workbook. So this is episode number one, which is step number one, and something I call the the founder portrait, why clarity comes before strategy. So quite often marketing fails upstream, if you will, you know, in the tactics, when they’re being done, how they’re being done. but

The founder is often the variable that nobody talks about. And that’s what this episode’s really about. You know, I’ve had this conversation many, many times with founders. they want to hire a new agency, build a new website, do new campaign. Six months later, nothing’s really changed. so the first question I always ask is: I mean, when did you last look at your business? Honestly, when did you last look at your relationship with

John Jantsch (02:19.084)

that business, honestly. And and frankly, that doesn’t sound like a marketing question, but it really is at the heart of a marketing question or or really at the heart of the challenge with marketing that a lot of small business owners face. So and what happens is, you know, a founder starts a business, they start growing successfully, maybe 10 years in, business feels okay.

but it doesn’t feel the same. It doesn’t feel right. kind of it it it’s maybe drifted a little bit from you know, what they thought it was going to be. And and you know, it’s funny with drift, it it goes very slowly and then all at once you find yourself somewhere that that you didn’t think you wanted to be. And and a lot of that has to do with the fact that as a business grows, you know, decisions and how decisions are made actually.

needs to change also. And I think that that what I’ve discovered is that’s one of the toughest ones. Maybe you’re hiring people to do tasks that you used to do, but the decisions for how they’re held accountable, the decisions for what it is that you do now as the founder, you know, is a thing that really never changed. and and this isn’t really a th this definitely is not a story about failure because a lot of times it’s just it’s that thing you just can’t identify. Things seem to be going okay, but you just can’t if identify, you know, the the

The position that you’re in. So here’s what I want you to do. And and if you want to, if you need to stop this, I hate to tell you to stop it because I I want you to come back, but if you need to stop this, go grab a pen and paper, or a pencil, even and paper, and come back here. Cause I’m gonna ask you to give some thought to four pretty intense questions. but but and you may not know the answers to them, but I want to get you thinking.

about them because I think that they can actually unlock some things that maybe you haven’t been able to identify in your marketing. All right, so I’ll pause. You can pause now. Go get that paper or if it’s right there. And we’re back, right? Okay, you’re back with your pen and paper. All right. So here are the four questions. Number one, and you can pause this to answer the questions and come back and and I’ll read the the the other questions as well.

John Jantsch (04:44.534)

What’s actually working in your business and how do you know? This can be a pretty broad question, but I am certainly talking about marketing for the most part. you know, the there’s a difference between activity, you know, like what we’re doing a bunch of and what’s working. and I think a lot of times we conflate activity with with what’s working. So working means it’s produces revenue.

it or it reduces your cost to acquire a customer. I mean, a lot of times everything else is just activity. All right. So that’s number one. What’s actually working and how do you know?

John Jantsch (05:27.436)

Okay, number two.

And this is this is where it starts getting a little interesting for you. What are you doing out of habit, guilt, or maybe even optimism that you should stop? Now, maybe nobody’s ever asked you that, maybe you’ve never even thought about that idea, but boy, especially out of habit. Things that we just do because, hey, we’ve always done them, or everybody in our industry has always done them that way.

John Jantsch (06:01.312)

So as you think about this, think about all the elements of your business. is there a service line that never quite worked, but you can’t give up on? You know, a channel that that that you’ve been on since 2021 and haven’t really considered. I think I think naming it is is quite frankly is the hard part. to really dig in and think, you know, are we on TikTok because everybody said we should be, but we hate it and we don’t know if we’re getting anything out of

So naming it, I think sometimes then gives you the permission to stop doing it. And a lot of times effective marketing or marketing strategy starts with figuring out the things that you’re doing today that you should stop doing. Okay, answer question two, and we’ll move on to three.

John Jantsch (06:51.948)

Where is your business actually making money versus where are you pretending it is? Pretending might feel like a strong word, but I do think a lot of times we just assume you know that might be a better word, that that certain elements or certain things that we’re doing are actually making money for the business. And every now and then, especially if you’re one of those business owners like me, that you know, the the finance part of the business is something that I just

Feel like we hire a bookkeeper and they take care of it. I don’t really study it. But if you’re ignoring that element of your business and you’re not really seeing where profit is, you’re not really tracking the inputs like labor that go into things, quite often we can convince ourselves or kid ourselves that something’s making money because it’s generating revenue. And revenue and profit are certainly not the same thing. So

John Jantsch (07:50.424)

Some of the things that we stick to and continue to do are because we like them, or because we like doing them, or because we feel good about them, or because we’ve always done them. You start doing this math on your PL or really digging into expenses, and you start realizing we should stop focusing on this. And I I’ll tell you one of the areas, one of the areas that I always find.

this is true for a lot of businesses, is that we’re focused on the wrong client, or we’ve taken clients because maybe it was slow that month and and it wasn’t a good fit. We’re losing money on that. We should just stop doing that altogether. We should stop offering that service altogether because even though we can attract clients, it’s actually holding us back. It’s actually costing us an opportunity to actually be able to grow the business or scale the business because.

we won’t let go of that because for fear of the fact that well gosh we’re gonna take a you know a hundred thousand dollar hit or something if we quit doing that line of business. When more often than not, that’s what’s gonna lead to the twenty, thirty, forty percent growth in in the really profitable business. All right. So that was question three.

Question four is quite possibly the hardest for some because we’ve stopped thinking about this. What do we actually want this business to give us? What do you, in your particular case, want this business to give you? Now, most marketing work completely skips this category. And I think that you know, a lot of times when we work with business owners, and that’s why I’m asking these questions, because this is how we start a strategy first engagement.

Is getting into this founder’s portrait, as I like to call it. because a lot of decisions are made because they are to grow revenue or because you saw somebody else doing their marketing a certain way. And and they’re not necessarily based in, well, this is actually what I want this business to give me. I just want to do meaningful work. I want to have a certain exit, I want to have a certain lifestyle. And if we’re not

John Jantsch (09:59.04)

making decisions based on that quite often we’ll we’ll make decisions for the wrong reasons. they won’t be bad decisions necessarily, but they’ll just be made for the wrong reason. So there’s a difference between I think how you would actually view marketing in general based on that. And and if if if you don’t know the answers to that question to number four, really no marketing strategy is going to serve you, or you’ll get lucky, I guess.

if it does. All right. So I hope you took some time. If not, please go back and listen to this. when you’re at a place where that you can actually give some thought to those questions and actually record your thoughts on those questions because you’ll get a lot clearer if you do. So what we’re trying to do is create what what we call the founder’s portrait. So this is not a document that you would ever share. it’s just the ground you stand on. It’s like, okay.

It it’s the filter. you know, without it, I think everything downstream, everything you ask people to do sort of inherits the blur, if you will, that that’s created. with it, I think, who you attract as an IC I see you know a a core client, who you attract

From from a messaging standpoint, the channels that you go on. I mean, everything gets built on something that I think is real because of this founder’s portrait. So this process might take you an hour. One blank page, four questions, no team, no advisors, no AI. Don’t use AI to answer these questions. and and don’t try to turn this into a plan. see where it takes you. See if it opens up questions for you. see if it

is challenging in a way that makes you rethink everything about your business. And again, maybe you’ve got the answer, maybe you’ve got clarity, but quite frankly, that can actually be just as potent knowing that can be just as impotent or just as potent as as as actually coming up with a plan because of it. So one of the things I’d ask you to do if you’re up for this challenge is if you answer these questions. I’d love it if you would

John Jantsch (12:19.176)

just email. It’s just John at Duct Tape Marketing. email me your thoughts on question number four. I would love to collect some of those. I I’d I’d really love to see, you know, what you want the business to give you. I want to see really personal responses. And I and certainly I will reply. There’s no wrong answer, so I’m not gonna tell you, no, you need to redo this. but I’d love to hear what you’re thinking. I’d love to hear how deep that you got.

in those. So that’s all I have for day. for today. I will tell you if you want to get a copy of the ebook that I referenced, this is step number one. I’m going to do seven episodes based on obviously a a session on each step. is it’s DTM.world. So that’s DTM like duct tape marketing dot world slash seven steps. is five bucks. just so you have some skin in the game. But I think you will find

the workbook aspect of this. lots of great information, but also lots of great action steps and things to to ask you to do. So take care and hopefully we will run into you one of these days out there on the road.

Why Trust Matters More Than Marketing Now

Why Trust Matters More Than Marketing Now written by John Jantsch read more at Duct Tape Marketing

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Most law firms are invisible online. Not because they lack credentials, but because they have confused looking professional with being trustworthy. In this episode of the Duct Tape Marketing Podcast, John Jantsch sits down with Megan Hargritter, founder and CEO of Legends Legal Marketing, to dig into what actually builds client trust for solo and small law firms in a world where AI is now making referral decisions.

Megan shares how she niched her agency down to lawyers over 15 years ago and never looked back, and what that decision taught her about marketing focus, client relationships, and the math behind sustainable growth. The conversation covers why generic “professional” content actively hurts law firms, how Google reviews are being read (not just counted) by LLMs, and what firms can do right now to show up in AI-generated recommendations.

Whether you run a law firm, a small agency, or any service business trying to build trust online, this episode delivers actionable insight on SEO, content strategy, and the human element that no AI can manufacture for you.

Megan Hargritter is the founder and CEO of Legends Legal Marketing, an agency that works exclusively with solo and small law firms. She launched the agency in 2011 from a New Orleans studio apartment with four clients and $2,000 a month in revenue. Over 15 years, she built it into a specialized firm by going deep on one vertical and mastering what actually moves the needle for lawyers. She is the author of Trust Is the Strategy, a framework for law firm marketing in the age of AI-driven search and online reviews.

  • Niching works best when it finds you. The most durable niches come from noticing where you produce the best results, not from scanning for market gaps.
  • Polish is not trust. Generic “professional” copy on a law firm website signals nothing to potential clients and ranks for nothing in search.
  • Your homepage should tell the client’s story, not the firm’s story. If a potential client cannot see themselves in the first paragraph, you have already lost them.
  • Attorney bios that lead with credentials are missed opportunities. Vulnerability about why you chose this work and what you have experienced is what converts.
  • LLMs are reading your Google reviews, not just counting stars. Detailed, keyword-rich reviews that describe a solved problem are your most valuable AI-era content asset.
  • Google reviews are the top trust signal for local businesses. When possible, ask clients to duplicate reviews on Yelp for second-tier coverage.
  • Hyper-niche content wins in AI recommendations. Firms that publish deeply specific content on narrow practice areas are showing up where broad firms are not.
  • LinkedIn videos are currently performing well in LLM recommendation signals, an underused channel for attorneys targeting consumers rather than B2B audiences.
  • Claiming and completing directory profiles (Avvo, Super Lawyers, BBB) once a week compounds over time and costs nothing but consistency.
  • Guest podcast appearances are high-authority backlinks, shareable content, and trusted signals. One of the highest-ROI tactics available to any small business owner.

[00:01] John opens with the central tension: is professional polish actually a liability in the age of AI recommendations?

[01:37] Megan explains the 80/20 math behind her decision to niche exclusively into law firms.

[04:20] The “professional obituary” problem and why law firm bios fail.

[06:37] How to build trust through storytelling: the homepage tells the client’s story, the bio tells the attorney’s.

[09:01] Why Google review quality (not quantity) is the single biggest trust-builder for local businesses right now.

[12:44] What Legends Legal is doing and testing to get law firms recommended by LLMs.

[15:14] What separates firms that grow steadily from ones that plateau, and the cautionary tale of the traffic ticket lawyer.

[17:47] Megan’s top weekly activity for compounding visibility: claim one directory profile.

[18:13] John’s top tactic: guesting on podcasts for backlinks, content, and trust signals.

“Polish is part of the mask they wear, and all it translates to is generic content, generic messaging. It is not making anyone love you.” — Megan Hargritter

“Your homepage should not be your story. It should be their story. If I am facing chapter seven bankruptcy, that is the story the homepage should tell.” — Megan Hargritter

“LLMs are reading reviews. They are not just quantifying the five stars. They are looking for a detailed example of a problem that was solved.” — Megan Hargritter

“Once I felt like I cracked the code on that, I just went all in with lawyers and never looked back.” — Megan Hargritter

“The riskiest thing a lawyer can do right now is keep playing it safe.” — John Jantsch

How to Know When Your Business Is Ready to Scale

How to Know When Your Business Is Ready to Scale written by John Jantsch read more at Duct Tape Marketing

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Overview

Scaling too fast kills companies. So does scaling too slow. But most business owners never stop to ask whether they have actually earned the right to scale at all. In this episode of the Duct Tape Marketing Podcast, John Jantsch sits down with Mark Roberge, co-founder of Stage 2 Capital, founding CRO of HubSpot, and author of The Science of Scaling, to unpack one of the most misunderstood decisions in business growth.

Mark helped take HubSpot from zero to IPO, then spent years at Harvard Business School teaching founders why so many fast-growing companies implode. His framework asks a different question: instead of “how fast can we grow,” ask “have we proven we deserve to grow?” The answer requires evidence, not instinct, and not pressure from investors.

This episode is for small business owners, agency owners, and entrepreneurs who are thinking about adding headcount, launching new channels, or entering a new stage of growth. If you want to scale without destroying what you built, this conversation is your roadmap.

Guest Bio

Mark Roberge is the co-founder of Stage 2 Capital and the founding Chief Revenue Officer at HubSpot, where he grew the company from zero to IPO. He later joined Harvard Business School as a senior lecturer, teaching founders and operators how to scale with discipline. He is the author of The Sales Acceleration Formula and The Science of Scaling, and has spent the past decade as an investor, board member, and advisor helping companies navigate the gap between early traction and sustainable growth.

Key Takeaways

  • Product-market fit is not a revenue number. It is a retention metric. If customers are not staying and using your product, you do not have it yet, regardless of how many you have signed.
  • Go-to-market fit is the second gate before scaling. It is measured by unit economics, specifically whether you can acquire and serve customers profitably.
  • Scaling revenue too fast is a structural problem, not a motivation problem. Hiring 27 reps when you only have one requires 270 qualified interview screens, management infrastructure, and demand generation that most companies simply do not have.
  • Build a monthly hiring pace instead of a January 2nd headcount dump. Steady, intentional growth gives you time to build the systems that support each new hire.
  • The CRM funnel should not end at closed-won. Retention, engagement, and expansion are stages, not afterthoughts. The Marketing Hourglass is the right model.
  • Leading indicators of retention can be defined simply. Slack tracked whether 80% of customers sent 2,000 team messages per month. You do not need a data science team to build a version of this for your business.
  • A feature is not a moat. If a competitor can replicate your advantage in six months, it is not long-term defensibility. Founders need a vision for what makes them unbeatable over time.
  • The ability to up-level the executive team around you as the company grows is one of the strongest predictors of a successful exit. It is also one of the hardest skills to develop.
  • Sometimes the business outgrows the founder. The COO or president model is not failure. It is graduation. The reframe: someone else does the work you hate so you can focus on the work you love.
  • AI is accelerating faster than society can adapt. Mark is donating book proceeds to McLean Hospital for mental health research, because the people building this technology have a responsibility to help manage its consequences.

Great Moments (Timestamps)

[00:02] — The opening question that reframes every growth decision: are you betting on a business that is not prepared to win?

[04:04] — Mark defines what it actually means to earn the right to scale, and why most founders get this wrong from the start

[06:25] — The two-step framework: product-market fit and go-to-market fit explained clearly

[09:51] — Half scale too fast, half too slow. Mark explains the Groupon and WeWork examples as two failure modes

[11:40] — How to measure product-market fit without a data science team, using Slack and HubSpot as real examples

[13:29] — John and Mark align on why retention and advocacy belong inside the customer journey, not outside it

[16:31] — Why a feature is not a moat, and what long-term defensibility actually requires

[17:43] — The London School of Economics study on what predicts a strong startup exit (the answer will surprise most founders)

[20:33] — The mental health connection: Mark shares why he is donating proceeds to McLean Hospital and what the AI era demands of technologists

Memorable Quotes

“The decision on when to scale is usually when someone hands you a fat check, which doesn’t sound that strategic.” — Mark Roberge

“Do not let the dashboards and sales funnels in your CRM end at closed-won. That is literally step four of seven.” — Mark Roberge

“A feature is not long-term defensibility. If your competitor can build it in six months, you don’t have a moat.” — Mark Roberge

“We’re basically offering to pay for someone to do all the work you hate so you can do the work you love.” — Mark Roberge on helping founders let go

“We as technicians need to diversify our efforts away from just building and profiting toward helping society adapt to this new world.” — Mark Roberge

John Jantsch (00:02.19)

So what if every time you hired too fast, launched a new channel or added a service line, you were making a bet that your business actually wasn’t prepared to win. Hello and welcome to another episode of the Duck Tape Marketing Podcast. This is John Jance and my guest today is Mark Roberge. He’s the co-founder of Stage Two Capital, founding chief revenue officer at HubSpot and the author of a book we’re going to talk about today, The Science of Scaling.

Mark helped grow HubSpot from zero to IPO and then brought what he had learned into Harvard Business School where he taught founders how to grow without blowing up what they built. His framework gives business owners a way to use evidence rather than instinct or outside pressure to decide when they’ve truly earned the right to scale. So Mark, welcome to the show.

Mark Roberge (00:53.259)

Thanks, John. That’s not my copy and I love it. Seriously, I love how you put it.

John Jantsch (00:59.105)

Awesome. good. Well, you know, we were talking before we got started, you and I met some 20 years ago when HubSpot was a nascent business. think maybe the first conference there were 500 people, something of that neighborhood.

Mark Roberge (01:04.916)

Yeah.

Mark Roberge (01:11.393)

Yeah, I was like in a Marriott in Cambridge. I have like, I remember specifically a couple of things about you. I think you were the most famous one of our early partners. I think I remember my last in-person chat with you was in some steakhouse in like South Boston or something. Cause I remember two people came up to you and asked for your autograph and you were like super humble about it. And I’m like, oh my gosh, this is crazy.

John Jantsch (01:21.271)

Ha ha ha!

John Jantsch (01:27.438)

You

John Jantsch (01:35.288)

Well, I’m glad I wasn’t a jerk. That’s for sure. Awesome. Well, let’s get into your book a little bit. So I mentioned HubSpot, Harvard, now you back companies as a VC. Did something you learned or showed up across all three of those roles kind of make you say, I need to write this book?

Mark Roberge (01:37.365)

Hahaha

Mark Roberge (01:54.207)

Yeah. Yeah. It’s like, it’s kind of funny that we can unpack as much as you want, but in reflecting the last 20 years of my life professionally, I’ve given up on having a plan because I never intended to go into sales. I never applied for HubSpot. I never applied or intended to be a professor at Harvard. I never intended to start a venture capital firm.

And I never intended to write either the sales acceleration formula 12 years ago or the scientist’s killing last year. These were all things that like people were like, would you be willing to do this? So they did, they do just like show up and the way that this one, as both books unfolded was a, like you, I am blessed with the opportunity to do a number of keynotes every year. and I, for the big ones like saster, I tended to try to do something fairly original for the year.

So I’ve, you every year I do something original. So I’ve given like 20 to 25 brand new speeches over the last decade. And this one was just like a pattern I saw after like eight years of being out of HubSpot as an independent board member, as a professor, as an advisor, as an investor, in why companies, the few that went IPO and billion dollar valuations versus the ones that went bankrupt was just this.

really non-strategic, non-rigorous perspective on when to scale and how fast. And half do it too early, too fast. Half of them wait too long and go too slow. It’s more about going the optimal time. I started speaking about it and I’m like, it’s ridiculous how many classes and rigorous frameworks we have on accounting for and accruing revenue, but not on scaling revenue. And it just went viral and kept speaking about it, kept writing about it. And then Stanford was like, hey, can you write this up?

And here we have it.

John Jantsch (03:47.128)

So the term, you kind of alluded to it, but I’ll say it directly, earn the right to scale. It does a lot of work in your framework and your talk. So what does a business owner actually have to prove or do to prove that’s true? Like, when do they know I have the right to scale?

Mark Roberge (04:04.286)

Yeah, it’s kind of interesting how it unfolds right now. I I’ve done this with like tractor companies in Brazil and pharmaceutical companies in Japan, but mostly with software companies in Silicon Valley. And it’s kind of funny how it’s decided. Like the decision on when to scale is usually when someone hands you a fat check, which doesn’t sound that strategic.

And so I try to unpack it as two steps that are sequential. One is product market fit and the other is go to market fit. And usually you’re like product market fit, like duh, product market fit, duh. But like, what is product market fit? You know, I think a lot of people will say I’m ready to scale when I have product market fit, which I think is a great answer. But then when I ask them what product market fit is,

I get a lot of different answers, most of which are about a certain revenue number, a certain customer number, a certain number of inbound leads. And then I’m like, well, okay, cool. Let’s say that you have 200 customers or like 500 inbound leads and everyone’s buying, but like people stop using the product. Do you have product market fit? And they’re like, okay, no, but

I’ll just start, I’ll just listen to them and build the product to appease their needs. And I’ll be like, okay, well, how will you know when you’ve achieved it? And they’ll be like, when they keep using the product and don’t churn. And I’m like, exactly. So like that, that’s like the first kind of like pivot mentally for folks is I encourage you to define product market fit, not as a revenue acquisition.

metric, but as a revenue and customer retention metric. And the book talks about how to extract that long-term lagging indicator back to something that you can evaluate in the first week of a customer being with you. Okay, so that’s step one, product market fit. And then if you think about it, once you’ve achieved product market fit, all that means is that when you sign up 10 more customers, they’re gonna see value that you promised and stick around.

John Jantsch (06:00.866)

Yes.

Mark Roberge (06:25.372)

It doesn’t mean that you’ve proven that you can acquire and serve them profitably. And that’s what go-to-market fit is. And it’s measured by UNEconomics. So that’s really the, probably the simplest way to describe the work is these two sequences of product market fit and go-to-market fit as measured by retention in the first one and positive UNEconomics in the second.

John Jantsch (06:29.506)

Mm-hmm.

John Jantsch (06:46.018)

Well, since we’re defining terms, we probably better step back because I bet you if I asked 100 people, 10 people, 100 people sounds like too much work. If I asked 10 people what the word scale means, we’d probably get a bunch of definitions, more leads, more staff, more tools, but how do you define it?

Mark Roberge (06:59.21)

Sure. Sure.

Mark Roberge (07:07.528)

Yeah. So once you are ready to scale the way and that to your point, yeah, that can mean a lot of things. It could mean how do we scale our culture? How do we scale our engineering team? How do we scale our office space? Blah, blah. First off, I’m, I should be more clear that I’m talking about scaling the revenue. And to your point, scaling revenue, the inputs to that vary quite a bit by business by business. if you’re a consumer business, you may just have to spend more on marketing. Something that you know a lot about Joan. if you’re a B2B.

John Jantsch (07:15.094)

Mm-hmm.

John Jantsch (07:21.92)

Okay.

Mark Roberge (07:37.513)

sometimes you have to scale fancy outside salespeople if you’re selling like rockets to governments. And sometimes you do it through PLG. And again, it’s more of like a marketing exercise. So I really talk about scaling the revenue and the principles, apply, whether you’re doing it through pure marketing or through, through sales head count. let’s for simplicity, let’s just talk about scaling through sales head count and the

Big pothole that people make there is even if they follow the guidance of like, let’s achieve product market fit first and then go to market fit, and it could take a day, it could take a week, it could take a month, it could take a year, whatever, and now we’re ready to scale, they raise money and then they have a target for the year and they hire like 27 reps the next week.

even though they only have one on the team today. And there’s just no appreciation of the new capabilities that are needed to hire and onboard and manage 27 reps. Like just like, let’s take one piece of it, which is let’s kind of pontificate that the hiring quality might be correlated to the number of interview screens we do, qualified interview screens to the hire. If I do,

two interview screens and make a hire, I’m probably not gonna make as good of a hire as if I did 10 interview screens and make a hire. So if we’re trying to do 10 and we’re making 27 hires, that’s 270 qualified interview screens. Where are we getting those candidates? Who’s doing the interviews? Nevermind, where’s the demand gen gonna come from? Who’s gonna ramp them? What about the managers? It’s just too driven from a Google Sheet or Excel, and so the simple pivot philosophically is,

Don’t think about it as putting the annual plan together and hiring all those reps on January 2nd. Think about it as establishing a hiring pace every month or every quarter. 10 reps a month, boom, boom, boom. As opposed to like 37 at the beginning of the year.

John Jantsch (09:51.791)

So there’s all kinds of horror stories of companies that blew up because they grew too fast. Would you say that they scaled too fast or they didn’t scale fast enough?

Mark Roberge (09:57.47)

Yes.

Mark Roberge (10:04.928)

Both. have, like I said, it’s about half and half. I mean, I would say like the classic examples out there, like an old school one is Groupon, which I think if you look at it from this lens, never really had product market fit. they just like, the promise was like, if you’re a Chinese restaurant and give these coupons away, you’ll get new customers, but it was really just the existing customers. And then maybe like WeWork never really had go-to-market fit. And that was pretty famously documented story.

John Jantsch (10:21.486)

There’s Buzz. There’s Buzz.

Mark Roberge (10:35.36)

The ones that didn’t scale fast enough, we just don’t know, right? Cause they’re like, I can name some in our portfolio or people I’ve worked with over the years, but the reason why we don’t know them is cause they just sat there and they were like, they had something, but the co-founders just like wanted to just go too slow and continue to do founder selling and wanted to run a profitable business when it needed to be a blitz scale business. And there’s nothing wrong with running a profitable business. just, if you’re trying to win in the AI customer support,

John Jantsch (10:38.702)

Yeah, yeah.

Mark Roberge (11:05.258)

category today, you can’t be profitable right now. Like there’s just certain blitz scale risk that you have in your category that needs to dictate how fast or slow you go.

John Jantsch (11:06.638)

Yeah.

John Jantsch (11:16.056)

So one of the key elements in science of scaling is evidence over instinct. So if I don’t have a giant data team, and I know AI is actually solving some of this right now, but what does evidence actually look like at a startup or smaller business level?

Mark Roberge (11:29.768)

Mm-hmm. Yes.

Mark Roberge (11:40.117)

Yeah, I mean, you don’t, you definitely don’t need like a sophisticated data science team. You don’t even need AI agents doing this stuff. Let me just give you like a really simple example. So we talked about product market fit is where I’m, I’m proposing to everyone that it’s more about customer value and retention as opposed to customer acquisition. And obviously you need to acquire customers to eventually make them valuable. So it’s an input to it.

John Jantsch (11:48.526)

Okay, all right.

Mark Roberge (12:08.34)

The retention is a lagging indicator. So we needed to find a leading indicator of retention. We can’t wait a year to know if we have product market fit. I need to know like the week after I acquired the customer or the month after. And so what the book and the work I’ve been doing with companies for last decade is to help them define their leading indicator of retention. What is it that we can observe in the first month of a customer’s experience with you, your product, your service, whatever.

that if we see that, they’ll be with you forever. And if we don’t, they’ll probably churn. And so like, I frame it as P percent of customers do e-event every tee time. Okay, so that sounds like the programmers on the audience are like loving this right now. The history majors are like totally lost, right? So like, just to bring that to life, Slack, 80 % of customers send 2000 team messages every month. HubSpot, 80 % of customers use five or more features in the platform every month, right?

John Jantsch (12:53.55)

You

Mark Roberge (13:08.564)

These are things that can be measured in the first month to give us insight. If we’re at 80%, we probably have product market fit. If we have 10%, we definitely don’t. I don’t need a data scientist to evaluate that. Okay, so these are not overly complicated, like PhD math type things.

John Jantsch (13:20.174)

So.

John Jantsch (13:29.922)

One of the things I’ve been preaching for 20 years is that when we talk about the customer journey, that retention and advocacy and all the things that come after somebody becomes a customer are part of the customer journey or should be part of the customer journey. And for so many people, it’s let’s get a customer. And I think what you’re really certainly hammering home here is this idea that you’re not going to scale without retention and without

Mark Roberge (13:44.234)

Yes!

John Jantsch (13:59.382)

know, referrals or whatever you call it. Yeah.

Mark Roberge (14:01.984)

Spot on. mean, when I hear people like you say this, the conviction continues to escalate, right? Because it’s like, another way to say what John is saying here is, let’s just talk really tactically. Do not let the dashboards and sales funnels in your CRM end at closed one. That is like literally step four of seven, right? Like let’s just like really step back, like very, very like basic, like.

John Jantsch (14:20.468)

Yeah.

Mark Roberge (14:31.654)

know, opportunity stage one is, you know, business, like discovery call and like business and you know, metrics definition. Step two is product validation, demo, blah, blah. Step three is closed one. Step four is set up. Step five is regular engagement. Step six is retention. That’s the funnel.

John Jantsch (14:52.558)

He

John Jantsch (14:59.438)

Yeah, yeah, yeah, yeah. I actually refer to it, have been referring to it as the hourglass, you know, with the idea being that, the funnel, right, but then it goes back out again. Yeah. Yeah.

Mark Roberge (15:06.26)

Totally. And expands. Exactly, because you expand more and like lot of people like winning by design with Jaco and like that’s just a great way, the bow tie. A lot of people like it’s a really good way to think about it because that usage, it represents that the usage and should grow.

John Jantsch (15:16.589)

Yeah.

John Jantsch (15:23.576)

So you were at Harvard and name a dozen schools, Stanford, that a lot of people go to those because they’ve got a big idea or they wanna have a big idea. They wanna turn out the next Google. I’m sure you encountered many founders or would be founders in those environments. What would you like if you were, I’m sure you did this in your class environment.

tell them they’re gonna get wrong or how would you coach them of how you think they’re thinking about it incorrectly?

Mark Roberge (15:58.009)

I mean, there’s a lot to that. I think we covered a lot of them related to the work in terms of like, you know, being more precise around having the business fundamentals in place to be prepared to scale and how you go about scaling. I would say,

I guess I’ll add two more to it that come up a lot, one that’s related to revenue development to some degree and one that it really isn’t. The one I’ll mention is having a plan for a moat. And I would say like, when I ask people what their long-term defensibility will be, they often tell me about a feature.

John Jantsch (16:31.992)

Yes.

Mark Roberge (16:45.468)

And when I asked them if they are correct and they start crushing it and start winning, and then the competition realizes it, how long will it take them for them to build that feature? And they say six months. And I say, that’s not long-term defensibility. So, so you really have to like, you don’t have to prove it on day one. Cause oftentimes it might take something that you have to kind of take one of those design big start small approaches to it.

John Jantsch (17:02.58)

Hehehehe

Mark Roberge (17:14.464)

but you really need to have a vision around if you are right, there will be lots of copycats and the incumbents will try to take you out and you need to make sure that you win there. The other one, unless you want to talk about that, John, I have one more that I can throw out that’s pretty popular. Yeah, yeah, the other one that’s interesting, I think it was a study done at London School of Economics where they looked at like, I don’t know, 5,000 seed funded businesses like 15 years ago and.

John Jantsch (17:22.637)

Yeah.

Yeah.

John Jantsch (17:31.17)

Yeah, yeah, go for it.

Mark Roberge (17:43.282)

and tried to evaluate the commonalities for those that like exited at, you know, very strong exit. The number one correlation was the founder’s ability to up level the executive team around them as they went through the various phases of growth. And it’s like, it’s so pronounced in my journey with some of these folks. It’s like, it’s so hard to do too. Like it’s so hard for like a founder to like stare someone in the eyes who’ve been there in the trenches with them from day one for three years.

and be able to communicate that they are over their head and that the business needs someone ready for the next stage. How you deliver that, how you recognize it, how you have the guts to say it, how you like move through that and still feel like a human and still feel like that person has been made whole. Like that’s such a difficult skill to build, but that there’s so much correlation with successful founders and CEOs and in

developing and executing that skill.

John Jantsch (18:43.372)

Well, and let’s take it up one level. Many times the business outgrows the founder, right? So they may be having that conversation with themselves, right? Yeah.

Mark Roberge (18:48.714)

Sure. It’s very rare that they’re there. Totally. Yeah. And that lots of times the board has to manage that. think we, we went from an, like a culture or like a tactic around that. would say in the eighties and nineties when venture capital was much smaller and startups were, it just, was a much smaller portion of the economy. VCs were notorious for investing in these young technicians and then

fire in them. And I think in the early 2000s, venture took a different approach. They didn’t want to get a reputation for firing CEOs. So they did what I call the Sheryl Sandberg, which is to like bring in the, the operator, but keep the CEO, which is good. think that’s great. think a lot of times that CEO can sort of graduate up to being a

face to the organization, a driver of the culture, a person to be in key meetings with customers, to be on the road, but like don’t have to be or nor qualified to be like the day-to-day operators, hence like today’s COO president role. So, but yeah, sometimes founders, they’re like not willing to let go. And I have to be like, I have to be like, do you even understand that you have graduated to an era and scale that every CEO

John Jantsch (20:00.782)

Yes, yes.

Mark Roberge (20:15.519)

founder dreams of, we’re basically offering to pay for someone to do all the work that you hate and have you just do the work you love, which is product vision, talking to customers and talking to the market. So it’s like, it takes a little reframing, you know.

John Jantsch (20:17.56)

Yeah, that’s right.

John Jantsch (20:23.598)

You

John Jantsch (20:33.16)

Yeah, yeah, yeah, yeah. So you, I think your PR people mentioned this, they’re donating the proceeds to the book to McLean Hospital for Mental Health Research. Is there an intentional connection of the subject of scaling to mental health?

Mark Roberge (20:42.014)

Yeah.

Mark Roberge (20:48.113)

my gosh. Huge. Well, not so much. It’s very light. It’s more of an intentional connection to the author. and it’s just something as you’ve experienced, John, it like you get up, you get up in the morning and do these things three times more aggressively when you have a cause like this around you. And there’s two personal reasons and thank you for providing a platform to talk about them. The first one is mental health has played an enormous piece in my own life.

John Jantsch (20:55.992)

Yeah.

Mark Roberge (21:18.259)

I have been a caregiver, a direct caregiver to many loved ones and I’ve been a patient. And I can stand here and say this because I’ve been blessed with certain resume wins that society values and I can be braver than most. And I’m sure by saying that some people may be hesitant to work with me. And I just think we need to fight that stigma more. Like we’ve come a long way in a generation, but

Even to this day, I think a lot of people will be interviewing a candidate and find out they survived cancer 10 years ago and it will elevate their perception of them versus if they found out that they overcame a serious mental illness, they may have some concern and both are just a disease. They’re often genetic. So that’s part of the personal driver. And the second one is I think in this moment in tech, there’s a hundred times more capital talent.

John Jantsch (22:02.03)

Yes.

John Jantsch (22:07.308)

Yes.

Mark Roberge (22:17.009)

an effort going into building AI and next to nothing in helping society adapt to the world that about to become. And I think we as technicians need to change that. We can’t delegate this to Washington or economists. They’re just not close enough to it. And we just need to like really diversify our efforts away from just building and profiting toward

John Jantsch (22:25.347)

Yes.

Mark Roberge (22:44.265)

helping society adapt to this new world. like with every tech revolution, we ended up better as a society, but there are scars along the way. It happened with the internet. They’re about to be really bad with AI if we don’t do anything. So I think we all need to find a little thing to do. And right now that’s my little thing to do.

John Jantsch (22:51.734)

Yes.

John Jantsch (22:59.914)

Awesome. Well, I appreciate you taking a few moments to stop by the Duct Tape Marketing Podcast. Any way you’d invite people to connect with you, find out more about your work as well as your latest book.

Mark Roberge (23:11.315)

Yeah, I’m all over. mean, LinkedIn is probably where I’m most at. I’m trying to hang out on TikTok more, John, just to like, because I need to like talk to these 22 year old founders as well, which is awesome. So I’m trying to find where they are. But I’m mostly on LinkedIn if folks want to go on there and collaborate.

John Jantsch (23:25.55)

Well again, I appreciate you stopping by and hopefully we’ll run into you someday in a steakhouse in South Boston. I don’t know how much that’ll be worth to you, if you got a pen, I’ll do it. All right. Thanks, Mark.

Mark Roberge (23:32.305)

I’d love it and maybe I’ll ask for your autograph, John.

Mark Roberge (23:42.578)

All right, it’s great to see you. Thank you.

Why Some Entrepreneurs Keep Growing While Others Stall

Why Some Entrepreneurs Keep Growing While Others Stall written by John Jantsch read more at Duct Tape Marketing

Catch the Full Episode:

Overview

Most business owners are not failing because they lack ambition. They are failing because the daily practices that drive performance quietly erode under pressure, and nobody notices until the stall is already underway. In this episode of the Duct Tape Marketing Podcast, John Jantsch sits down with Jon Gordon, bestselling author of The Energy Bus and his latest release, The Power of Positive Habits, to talk about the micro-practices that separate leaders who keep growing from those who plateau.

Jon has spent two decades working with organizations including the LA Dodgers, Miami Heat, Clemson football, Southwest Airlines, and Dell. His work is grounded in a simple premise: habits are not just personal development tools. They are leadership infrastructure. Without them, you cannot show up consistently for your team, your clients, or your business.

This episode is for entrepreneurs and small business owners who feel like they are already working as hard as they can and still losing ground. Jon walks through specific, actionable habits around mindset, leadership, health, and relationships, and explains why simplicity and practicality are the only things that make habits stick long-term.

Guest Bio

Jon Gordon is a bestselling author of more than 30 books, including The Energy Bus, which has sold over 4 million copies worldwide. He is a sought-after keynote speaker and consultant whose clients include professional sports franchises, Fortune 500 companies, and leadership teams across industries. His work focuses on how positive habits, energy, and mindset drive individual and organizational performance. His latest book, The Power of Positive Habits, compiles 93 proven practices into a practical framework leaders can start using immediately.

Key Takeaways

  • Habits are not just personal development. They are leadership tools. If you are not showing up with the right energy and mindset, your team cannot perform at their best.
  • The thank you walk, taking a morning walk while practicing gratitude, floods the brain with positive emotions that build resilience over time. It is one of the highest-leverage single habits in the book.
  • Connect before you correct. Building genuine relationships with your team is not a soft skill. It is the prerequisite to feedback that actually lands and performance that actually improves.
  • Do not try to build 93 habits at once. Start with one. Master it. Then add a second. The compounding effect of three solid habits will outpace the chaos of chasing all of them simultaneously.
  • Good habits are the first thing to go during stressful times, but they are exactly what you need most when things get hard. Your habits are your foundation, not a reward for when things calm down.
  • Positive thinking is not about ignoring reality. It is about maintaining the belief and optimism necessary to navigate challenges and find a path forward. Pessimists do not build businesses.
  • Most plateaus are caused by a leadership gap or an unresolved wound that is quietly constraining growth. Identifying and working through it is how leaders move to the next level.
  • Mastering the morning, reading, thinking, and doing something positive before the day begins, creates a success anchor. You start the day already winning, which makes you more resilient when the punches come.
  • Principles inform, practices transform. Knowing what you should do is not enough. The habits you actually put into practice are the only thing that changes your life.
  • Jon Gordon was not naturally positive. His habits are the result of deliberate, consistent work over 20 years, not personality. That means these habits are available to anyone willing to practice them.

Great Moments (Timestamps)

[00:01] — John’s opening frame: the owners losing ground without knowing it, and why habits are the hidden culprit

[01:17] — Why Jon wrote this book for leaders specifically, and what makes it different from other habit books

[02:18] — The comparison to Atomic Habits: what ChatGPT said, and why it is worth hearing

[03:26] — The thank you walk explained, and the research behind why gratitude in the morning changes your brain chemistry

[04:43] — How these habits apply to small business owners and entrepreneurs, not just corporate teams

[06:42] — The one thing that makes habits stick long-term, and why complexity is the enemy

[09:07] — What happens when someone tries to do all 93 habits, and what Jon recommends instead

[12:23] — The honest answer to “can you be positive and still face hard realities?” Jon’s response is worth the whole episode

[14:22] — Why plateaus happen, what is really holding people back, and how to move through it

[17:16] — Jon’s personal story: how a failing marriage and a naturally negative mindset led him to build the habits he now teaches

Memorable Quotes

“Principles inform, practices transform. It’s going to be the practices that transform you.” — Jon Gordon

“Being positive doesn’t mean you ignore reality. It means you maintain optimism, belief, and faith in order to create a better reality.” — Jon Gordon

“If you grow your capacity for leadership, you will become greater than your problems.” — Jon Gordon

“Good habits go out the window during stressful times, and they actually need to be our foundation during those stressful times so we stay strong in the storm.” — Jon Gordon

“I’m not naturally positive. And so I have all these positive mindset tips in the book because thinking is a habit.” — Jon Gordon

Why the Smartest Leader Usually Fails

Why the Smartest Leader Usually Fails written by John Jantsch read more at Duct Tape Marketing

Catch the full episode:

Overview

Most companies hit a ceiling not because of strategy or market conditions, but because the leader is still trying to be the smartest person in the room. In this episode, John Jantsch sits down with Jason Wild, executive advisor and co-author of Genius at Scale, published by HBR Press, to make the case that the lone genius model of leadership is not just outdated. It is actively holding companies back.

Jason spent more than 20 years in senior roles at Microsoft, IBM, and Salesforce, leading projects across 40 countries. He watched brilliant people pour their careers into innovation efforts that succeeded at rates of five to fifteen percent, not because the ideas were bad, but because the conditions around those ideas were never built to support them. Genius at Scale is his answer to that problem.

This episode covers the shift from pathfinding to wayfinding, the three leadership roles that drive repeatable innovation, why most good ideas die in integration rather than ideation, and what small business owners can do right now to build a team that does not need them to be the source of every good idea.

About Jason Wild

Jason Wild is an executive advisor, co-founder of Wild Innovation Consulting, and co-author of Genius at Scale: How Great Leaders Drive Innovation, published by HBR Press. He spent more than two decades in senior leadership roles at IBM, Microsoft, and Salesforce and has led projects in 40 countries. Earlier in his career he had television and film credits, including a co-starring role opposite Mr. T in a CBS movie. Learn more at geniusatscale.com.

Key Takeaways

  • Stop hiring for the A player. Build the A team. The distinction sounds small but it changes everything about how you lead, hire, and structure work.
  • Innovation is a social process. You cannot mandate it. You have to create the conditions where people feel safe enough and inspired enough to want to co-create the future with you.
  • Most innovation stalls at integration, not ideation. Good ideas are not the bottleneck. Getting them through the seams between people, systems, and teams is where everything falls apart.
  • Language shapes culture more than most leaders realize. The Pfizer VP who banned the word change and replaced it with evolve saw an immediate shift in how his skeptical team responded to new initiatives.
  • The most dangerous place to make decisions is your office. Getting out and experiencing what your customers actually experience is not a nice-to-have. It is a leadership practice.
  • Celebrating individual achievement sends the wrong signal. If you want collaboration to be the norm, recognize teams, not heroes.
  • Wayfinding is replacing pathfinding. In a world changing this fast, the job of a leader is not to set a fixed destination and remove barriers. It is to figure out where you are going while you are already moving.
  • Self-awareness is an underrated leadership skill. How you make people feel when you give feedback shapes whether they will ever bring you their best thinking again.
  • Small business owners are better positioned for this than they think. Smaller teams, less bureaucracy, and closer proximity to customers are advantages in building cultures of repeatable innovation.

Timestamps

[00:02] Opening hook: the reason your company hits a ceiling might have nothing to do with strategy.

[00:53] Jason’s first career in Hollywood and co-starring with Mr. T in a CBS movie of the week.

[01:44] The core premise: why the lone genius model of leadership fails and what replaces it.

[03:33] What Jason saw at IBM that shaped his thinking about why smart people accept such low innovation success rates.

[06:37] Why small business founders are wired to be the genius in the room and why that eventually becomes the ceiling.

[07:19] The ABC framework: architect, bridger, and catalyst unpacked.

[10:07] Why the architect role is really about culture and psychological safety.

[11:03] The bridger as the unsung hero of innovation and why Death Valley is where most good ideas go to die.

[13:04] The role outside consultants and third parties play in bridging across boundaries.

[14:03] What catalysts do differently and how movements start with people and ideas, not companies.

[16:35] The Pfizer story: how banning the word change helped get a vaccine out in 266 days instead of eight to ten years.

[18:25] What we typically celebrate about leadership that the research says is actually wrong.

[20:31] How writing the book as a collaborative team proved its own thesis.

Memorable Quotes

“Stop trying to hire the A player. Focus on building the A team. It sounds subtle but it is a fundamentally different way to lead.”

“Innovation is not about coming up with the best idea. The organizations that innovate time and time again focus on the conditions and the environment around the idea.”

“Most innovation stalls not at the ideation phase but the integration phase. That is where good ideas go off to die.”

“Self-awareness is one of the most undervalued skills in leadership. How you make people feel when you give them feedback determines whether they will ever bring you their real thinking.”

“If the billionaire founder can make time to stand in line at a bank branch, everyone else can practice empathy too.”


Learn more at geniusatscale.com.

John Jantsch (00:02.083)

So what if the reason your company hits a ceiling has nothing to do with strategy, funding or market conditions and everything to do with who you think the genius in the room is supposed to be? Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and my guest today is Jason Wilde. He’s an executive advisor and co-author of a book we’re going to talk about today, Genius at Scale, How Great Leaders Drive Innovation. was published by HBR Press.

Jason spent more than 20 years in senior roles at Microsoft, IBM, and Salesforce and led projects in 40 countries and co-founded Wild Innovation Consulting. And this wasn’t in your bio, I don’t think, but I found you had some television credits, movie credits. So can we start there?

Jason Wild (00:53.47)

We can start wherever you want, John. It’s great to on your show, yes. My first career was Hollywood. My mom was the classic stage actor, stage mom, trying to get me and my brother to be famous. So yes, believe it or not.

John Jantsch (01:09.562)

That’s awesome. So you started with Mr. T in something? Is that one I found maybe? Was he? Yeah.

Jason Wild (01:16.238)

I did. did. It’s, yeah, going back to the eighties, but at the peak of his his fame in the 18, I did co-starred a movie was the CBS movie of week called The Toughest Man in the World that you can find on Amazon or YouTube. I think actually a few years ago, I found a YouTube clip where whoever uploaded the clips said it was the worst fight scene in Hollywood history. And I agree.

John Jantsch (01:43.081)

Well, you have that permanent record for you. All right, so let’s dive into the book. The core idea is that the idea of the genius at the top, the boss, is really now out of date and what’s needed now is genius at scale. Can you make that concrete really for a business owner, say, running a team of 10, 20 people?

Jason Wild (02:08.046)

Yeah, absolutely. this is a book that when my co-author invited me to write the book almost 10 years ago, I kind of thought it would be the book writing version of the Gilligan’s Island, right? It’d be maybe a two, three year tour. And here we are, believe it or not, almost 10 years later and thousands and thousands of hours and worth every minute. So basic premise was I was not interested. I’m a practitioner. You know, I’ve been leading projects in teams.

trying to do meaningful work around technology, digital transformation, cultures of innovation around the world with large companies as well as startups. honestly, at this point in my career, John, I was not interested in just writing a book to write a book. But I was really lucky to start my career at IBM when Lou Gerstner was still CEO there and got to interact with Lou a little bit and

And it was a really important moment, I think, for me at that part of my career, because IBM was very client focused, very customer centric. And that was ingrained deeply in my brain. I was surrounded literally by geniuses. I was there when IBM did Watson on Jeopardy. I got to know the guy who invented the relational database, eventually a small company called Oracle monetized and created a nice little business around.

John Jantsch (03:30.042)

You

Jason Wild (03:33.711)

You know, as I was working on these projects, long story short, I was seeing these incredibly talented people literally pour their life into these projects or whatever it is they were working on, but accepting very low success rates, 5%, 10%, 15%. And, you know, I bought into the same notion that innovation was all about coming up with the best idea, that it was about the lone genius.

John Jantsch (03:58.329)

you

Jason Wild (04:01.672)

I’m the person with the biggest title and power. But over time, I became really curious about what really did set out in a small company or a big company. You why did some ideas, you know, go far enough along to actually change the way that we live or work or change the system? And others didn’t. And it kind of became a little bit of my career and life passion. And I saw so many of these people that I really looked up to just approaching it kind of the wrong way.

falling in love with the ideas, focusing on the world of innovation. And maybe they get lucky or there’s some heroic result, but the real organizations or teams that were great at innovating time and time again, were the ones that really focused more on the conditions and the environment around them. And so, we started talking about Mr. T, it took me 40 years for my life to come full circle away.

But, know, genius at scale in some ways is meant to kind of put down this notion of, you know, senior leaders stop looking to hire that A-Team player and instead focus on building an A-Team. And I think it sounds very small and subtle, but it’s a big part of the difference. And then when I looked at it, there are lots of books on innovation, of course, and lots of books on leadership, but there are no books about how do you actually lead innovation.

John Jantsch (05:25.433)

Yes.

Jason Wild (05:25.486)

which to me was really really fascinating because it’s one of those words or topics that lots of people lean forward, they’re interested, they’re curious, but there was a lot more opinions than actual science around how do you actually create those conditions as a leader for people to be willing and able to want to innovate. In my co-author’s last book that was published about 12 years ago, focused a lot on companies like Pixar and eBay.

right, super creative, know, digital native companies where innovating is not easy, but it’s certainly easier than being, you know, a mom and pop small company, right, or a legacy company that, you know, was founded 80 years ago. So in Geniuses Scale, the book that we wrote, we, you know, we focused on companies in regulated environments, healthcare, banking, you know, as well as startups, startups in Africa and Japan to really shine a light on, you know,

Everyone’s context is different, but really the role of leaders is to create the environment where innovation organically thrives as a result of the community versus constantly trying to chase the next shiny object.

John Jantsch (06:37.322)

So, a lot of my listeners are small business owners, mid-size business owners, founders. And I think the very nature of that is like, I created this thing, I’m the genius, it starts there. And so then I’m going to build a team and everybody looks to me to continue to say, what’s next? And you really introduce the evolution, I guess, that that leader needs to go through and even some roles that they need to take on. You’re ABC, you’ve got a good, like all consultants, you have a…

a good framework there for architect, bridger, and catalyst. Walk me through a little bit of what those roles are and maybe the challenges for lot of business owners to step into those roles.

Jason Wild (07:19.446)

Yeah, no, absolutely. I think, you know, for small businesses, you know, even large businesses these days, you know, doing business in the past was, don’t think it was ever easy, but it was, it was, it was easier. And, you know, and literally the world is shifting two or three feet underneath our feet, you know, every single week. So there’s so much to keep up with and

Yeah, you know, so legacy leadership was, you know, some would call kind of pathfinding to your point, whether you’re, you know, the owner of a small business or a 4,200, 500 company, right? And that legacy kind of leadership is change management, setting the direction, right? Articulating the vision, hopefully very, very clearly, and then convincing as many people as quickly as possible to get in the car and follow you to that, to that destination. And maybe that was okay, right? When you had the luxury of time.

But the world is changing really quickly and you could argue that it’s never going to be as slow as it is right now. It’s only going to accelerate. So part of what the book is about is this what we’re calling wayfinding. If classic leadership was pathfinding, setting that direction and trying to remove those inhibitors and barriers, which is even more important as a small business owner because your margin of error is even less than a large company.

It’s very uncomfortable for many leaders, regardless of your pedigree and your background. But I do think that small business owners are going to be more ready and in a better position to be able to pursue this. And what we talk about is more wayfinding. And part of the uncomfort is, how do you lead when we’re surrounded by fog? Because it’s not just artificial intelligence that’s changing the world. There’s geopolitical aspects, there’s supply chain.

There’s other technologies, quantum, 5G, blockchain, all of these things are like feeding off of each other that makes predicting the future even more difficult than it was before. So this notion of wayfinding is figuring out what the destination is while you’re on the path. And to your point, we identified common patterns and three very distinct roles that leaders play.

Jason Wild (09:39.119)

in cultures that have proven that they can innovate routinely in time and time again, and not just get lucky once or in the right place at the right time. So the ABCs, which yes, are convenient and memorable, but did kind of like surface naturally, you know, out of our research and work. So first and foremost, the foundation is the architect. And the architect’s job is really about building community. And what I touched on a little bit earlier,

John Jantsch (09:52.218)

you

Jason Wild (10:07.118)

it recognizes that innovation is a social process. And especially in small companies, you can’t mandate innovation. You have to invite people to want to co-create the future with you. And we define innovation very broadly, not just disruptive innovation, but anything that’s new and useful, which I think makes it even more applicable to the world of small business. So architects do a good job of creating environments where people are both willing and able.

to want to contribute, there’s a psychological safety. They don’t feel like there’s going to be a negative reaction when you challenge, right, or come up with a new idea. So that’s why that’s the foundation. And it is, it’s a lot about culture. It is totally about culture. And I think in a way where the culture is continuously learning and experimenting too. And I think especially for small business owners,

John Jantsch (10:47.064)

That sounds like culture to me.

Yeah.

Jason Wild (11:03.5)

Right, your business is not too big or too small to at least have a couple of working hypotheses. And I think that’s what great architects do is they have working hypotheses and they encourage and empower others to have working hypotheses of at least one or two big questions this calendar year that we want to get smarter about. And those questions will lead us to better questions. So architect is a foundation and I think we realize that

You know, that’s important, but it’s not enough. And then the next one is the Bridger B. Bridger is really about focusing on building partnerships and Bridgers, you know, tend to be more junior people in the organization. And I really feel having been a practitioner and out there like doing the work, the Bridger is the unsung hero of innovation where the architects maybe get, you know, the award and the Steven Spielberg and the Oscar.

And then we’ll get to the catalyst, which is about igniting movements that literally change the world. The bridgers are usually behind the scenes doing really tough work and recognize that, recognizing that most innovation stalls, not at the ideation phase of coming up with the ideas, but the integration phase, human integration, system integration, integration with partners. So these bridges are, you know, focus on these boundaries or these seams.

where lots of good ideas go off to die. And one of my previous employers actually called this area Death Valley, as if it was a place that was a badge of honor if you survived it. So great architects and bridgers kind of flip the lens and create environments where it’s not about surviving Death Valley, but it’s about creating conditions.

John Jantsch (12:32.09)

Yeah.

John Jantsch (12:46.03)

Well, so what role then does like outside consultants and third parties play in that too? I’ve said, when you talk about partnerships, you’re kind of focusing on internally, but bringing in great talent from the outside is probably a part of that bridge, isn’t it?

Jason Wild (13:04.994)

Yeah, it is. It can be internal and external. can be sales and marketing, business and tech, right? A lot of it is people who speak different languages, have different objectives, feel that they’re part of a different community. And, but you got to get them to kind of work together. They may not want to like hang out together at the end of the day and be best friends, but you know, the role of that leader and that bridger is getting the collective value out of them that individually never would have happened. So.

Absolutely, there’s a lot of focus on partnering externally. And I think what Bridges, Bridges are good at many things, but one of things that really good at John is building trust in low trust environments, being proactive at mapping the ecosystem and places where, hey, if this goes well or not well, we think we’re going to need some solutions or partners here and not waiting until it’s a five alarm fire. And they give credit to others and go out of their way.

John Jantsch (13:45.338)

Mm-hmm.

Jason Wild (14:03.192)

to make others the hero and not about themselves. And then C is the catalyst, C is about really igniting movements, movements that become bigger than the individuals. And I think this is where it’s not every day where people wake up and say, hey, John, I want to ignite a global movement, right? Because it just seems so far away.

And, but you look, I I worked at Salesforce for many years, which is one of the CRM platforms for small business. And, you know, what’s interesting about a place like Salesforce is it’s become kind of the de facto movement for CRM and cloud computing. So a lot of people associate the companies with those movements, but movements are really started by people and ideas. And so part of the reason of the book is to give hope.

to people that it may seem very difficult or impossible, but anybody can ignite a movement that changes how we work and live with the right focus and other best practices that obviously we would love for you and people to read the book and learn about.

John Jantsch (15:13.478)

Well, so the ABCs basically add up to what you’re saying is we need to have collective genius in order to have innovation. how do, I mean, do people resist or maybe misunderstand that idea?

Jason Wild (15:29.656)

Yeah, think there’s resistance everywhere. one of the things that I think in writing the book, we wanted to write a book that is educational and inspiring, but also a business book that doesn’t put you to sleep and has an element of entertainment because we’re so fortunate and privileged, John, to be able to have studied for years some of these leaders and be a fly on the wall.

And one of them was the leader of clinical supply chain at Pfizer, who was a relatively new executive. And it’s the story behind what he and his team did to get the vaccine out there in 266 days, in usually what would take eight to 10 years. And one of the things that they did was a real focus on language. And it’s a reminder that every detail matters if you want it to.

And Michael Koo, this Pfizer VP, he inherited the team that was skeptical of almost everything, just because of past failures and attempts and other leaders and the usual stuff inside of a big company. And one of the things that Michael decided in his first few months of joining Pfizer was he banned the word change. And it sounds very petty, but…

John Jantsch (16:52.346)

Hmm.

Jason Wild (16:56.386)

I think it represents a bit of the genius of him understanding the environment that he was parachuting into. And instead he said, let’s talk about evolve. Cause when people would talk about change, immediately it would be a negative reaction, more change. We went through a change management program last year. I’m tired of change, but who doesn’t want to evolve, right? Who doesn’t want to keep up with the Joneses? And so there was something psychological there about

You know, everyone should want to get better, better, better at their craft. And if you don’t, why are you here? And I think you again have less luxury in a small business. So language matters. And I think self-awareness is one of the most undervalued skills of leadership. How you make people feel when you give them feedback.

And these soft skills now with the arrival of AI, you you hear lots of people saying they’re not soft skills anymore, right? Because, you know, getting the most out of people and tapping into as Pixar would say, everyone has their slice of genius is not the responsibility of the individual worker. It’s of the leader to activate that and figure out what it is individually.

John Jantsch (17:58.614)

You

John Jantsch (18:11.918)

Yeah, I’m curious because you studied so many exceptional leaders, are there things that we typically celebrate that are wrong about leadership and leadership culture that your research found?

Jason Wild (18:25.294)

Oh yeah, know lots of things. One of the things that’s a pet peeve of mine is celebrating like individual awards. And I mean, even like Thomas Edison said, it’s like, nobody did anything alone. And whether it’s intentional or not, just putting someone up on stage as an individual, it sends their own signals of, right, be an individual hero and be like this person, right? And you’ll get to lift the trophy too.

and instead recognize teams. And that might mean that sometimes you’re recognizing people who, you know, aren’t pulling their own weight. But the real message you’re trying to send to the organization is collaboration is not optional. And even better, get great at collaboration because that’s how like meaningful value creation happens. I think the second thing is, that back to stop trying to be the smartest person in the room. And instead,

try to activate that collective intelligence of the entire team. And I think the third one, and I’m not as worried about this small business, but I’ll say it anyway, is what do you think is the most dangerous place to make a decision,

John Jantsch (19:39.81)

in a meeting.

Jason Wild (19:41.635)

Yeah, in the office, right? In the comfort of your office. So I’m a big believer in getting out there and walking a mile in the shoes of your customers. Do it sometimes with purpose. Do it sometimes with a blank sheet of paper. I worked at Salesforce. Mark Benioff, the founder, co-founder of Salesforce, is a billionaire. know, famously ahead of a big meeting with one of the big American banks.

John Jantsch (19:52.792)

This is

Jason Wild (20:08.77)

He wanted to go to a local branch, wait in line, to see the experience. And Yad helped him prepare for the meeting, but it was more about sending a signal to the whole organization that if the billionaire founder can care about time to do it, then everyone else can practice and develop empathy. So those are a few things off the top of my head.

John Jantsch (20:31.406)

So this book, you had a co-writer, so this book in some ways was collective genius. Do you think that that collaboration itself made for a better book or at least a different experience than writing a solo book?

Jason Wild (20:45.442)

I think so, for sure. And we’re still friends, thankfully. so yeah, it’s a multi-generational team. I’m in the middle. know, two academics with me as a practitioner. And yeah, I think it was just a phenomenal experience that I think we all agree that there’s no way we would have ended up where we got to if we tried to do this alone.

And I think the most important thing is that, you you write a book, but you never know how the world is going to respond. And, you know, I think some of the things like wayfinding is in the epilogue. And we wanted to write a book that was meant to be timeless, because I have some friends writing books about AI. You know, one was the former chief AI officer at NASA. And like tongue in cheek, I tell them like, good luck, hopefully it’s still relevant by the time it’s published. And

John Jantsch (21:40.806)

Yeah, no kidding.

Jason Wild (21:42.286)

So it’s interesting that we didn’t write a book about AI, but a lot of people serendipitously are saying that the ABCs represent a really interesting operating system, right? Because organizations, you need some structure and predictability, but again, you need to adapt and flex and morph your value proposition like great startups do. And so I don’t think we would have landed there without this,

two exceptional co-authors that I’ve had the privilege of working

John Jantsch (22:15.578)

Well, and I think you also surfaced in this day and age, what are probably going to be the human skills that are going to remain the most valuable, I think, in the long run as well. Well, Jason, I appreciate you taking a few moments to stop by the Duct Tape Marketing Podcast. Is there a place you’d invite people to connect with you and certainly learn more about Genius at Scale?

Jason Wild (22:35.756)

Yes, thanks for asking. yeah, it was just published a couple of months ago. We’ve got a wonderful website in multiple languages, genius at scale.com, genius at scale all one.

John Jantsch (22:49.144)

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

Jason Wild (22:53.977)

Sounds great. Thank you so much, John.

The 5 Stages From Operator to Owner

The 5 Stages From Operator to Owner written by John Jantsch read more at Duct Tape Marketing

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Overview

Most agency founders think becoming CEO is the finish line. Jason Swenk says it is actually one of the traps. In this episode, John Jantsch sits down with Jason Swenk, founder of Agency Mastery and author of Operator to Owner, to walk through the five stages every agency founder has to climb and why so many get stuck long before they reach the top.

Jason built and sold his own digital agency after working with brands like AT&T, Hitachi, and LegalZoom. Now he works with seven and eight figure agency founders who are still doing too much, holding on too long, and wondering why the business cannot run without them. The conversation covers the identity shift required at each stage, why founders are usually the worst managers, and what it actually looks like when you finally get out of your own way.

This one is for agency owners and consultants who know the business depends on them too much and are ready to do something about it.

About Jason Swenk

Jason Swenk is the founder of Agency Mastery and host of the Smart Agency Masterclass Podcast. He built his own digital agency from scratch, working with clients including AT&T, Hitachi, and LegalZoom, before selling it. He now advises seven and eight figure agency founders on building businesses that run without them. His book, Operator to Owner, maps the five stages every agency founder must navigate to build a business they actually own. Find the book and a free diagnostic at operator2ownerrevolution.com.

Key Takeaways

  • Being the CEO is not the finish line. Most founders mistake the operator or manager stage for success and never push through to genuine ownership.
  • The agency owning you is a choice you keep making. You started a business to escape the nine to five and accidentally created a 24 by seven. Getting out requires an intentional identity shift, not just better systems.
  • Founders are usually terrible managers. Hiring people without systems, clarity, or defined outcomes is why you end up doing their work on top of your own.
  • The bottleneck is almost always the founder. Until you build decision-making layers that let your team act without coming to you, you are the ceiling on your own growth.
  • You held on to sales too long. Almost every agency founder does. And competing with your own sales team for leads is not a strategy.
  • Do not hire a salesperson before you have a system. Giving someone a quota with no context, no stories, and no process is like prompting an AI with no instructions.
  • You do not have to reach owner level. Architect is a legitimate destination. Know what stage you want to reach and build toward that intentionally.
  • Picking a niche takes time and that is fine. Treat it like a Vegas buffet. Try things, notice what works, and ask yourself who you would serve on a performance-only basis.
  • AI adds work before it removes it. If you do not build decision systems and layers first, AI will amplify your bottleneck, not eliminate it.

Timestamps

[00:01] Opening hook: being CEO of your agency might be the trap you mistook for the finish line.

[00:40] The moment Jason’s wife told him to shut the agency down and get a job, and the two questions from a NASCAR interview that changed everything.

[02:25] The five stages: operator, manager, architect, CEO, and owner, and why most founders stall in the first two.

[04:24] The rubber band effect: why founders sabotage their own teams to feel important again.

[06:20] What the agency actually needs from you at each stage changes. Most founders never update their job description.

[08:29] Why hiring a salesperson never works until you have systems and stories behind them.

[11:34] Throwing your team into the deep end without floaties, and why fender benders are acceptable but train wrecks are not.

[13:34] The E-Myth reference and why most agency owners start a business to be free and end up less free than before.

[14:08] The niche question: why forcing a niche too early backfires and how to find the right one over time.

[16:11] What a true owner’s week actually looks like day to day.

[17:52] The one thing Jason held on to too long and what finally changed when he let it go.

[19:46] One move agency owners can make in the next 30 days based on which stage they are in right now.

Memorable Quotes

“We start an agency to leave the nine to five and end up starting a 24 by seven. It does not make any sense.”

“It is not about who you need to hire. It is about who you need to become.”

“If you are not evolving, you are not doing anything. Especially now, more than ever.”

“I held on to sales too long. I was even competing with my own sales team, which is completely unfair.”

“If you had to be paid on performance only, who would you do it for and what would you do for them? That is how you find your niche.”


Get the book and take the free stage diagnostic at operator2ownerrevolution.com.

Turn Talks Into Your Most Effective Marketing Tool

Turn Talks Into Your Most Effective Marketing Tool written by John Jantsch read more at Duct Tape Marketing

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Jess EkstromOverview

Most small business owners are sitting on one of the most powerful marketing channels available and never use it. In this episode, John Jantsch welcomes back Jess Ekstrom, founder of Mic Drop Workshop, to make the case that speaking from a stage is not a vanity play. It is a lead generation, brand building, and audience growth strategy that compounds over time.

Jess built her first company, Headbands of Hope, almost entirely by convincing professors to let her speak in class. She did not know she could charge for keynotes until a university emailed asking for her fee. Now she teaches entrepreneurs and founders how to turn their story into a signature talk that earns bookings, builds an audience, and drives business without ever feeling like a sales pitch.

This episode covers the difference between keynote speaking and lead gen speaking, why sharing your failures lands better than your wins, how to build a talk backwards from the outcome, and the mindset shift that dissolves stage fright almost instantly.

About Jess Ekstrom

Jess Ekstrom is an entrepreneur, two-time bestselling author, and Forbes top-rated speaker. She founded Headbands of Hope as a broke college student and grew it into a nationally recognized brand before it was acquired. She is the founder of Mic Drop Workshop, where she helps women step into their voice and build careers as confident, paid speakers. Her TED talk on the spotlight vs. lighthouse speaker mindset has driven significant attention to her framework. She hosts the Amplify podcast and can be found at micdropworkshop.com.

Key Takeaways

  • Speaking is a marketing channel, not just a career. The keynote can drive awareness, build an audience, and generate leads without ever directly selling anything from the stage.
  • Know which lane you are in. Keynote speaking means the talk is the product. Lead gen speaking means you waive your fee in exchange for the right to sell from the stage. Both work. Pick one and be intentional about it.
  • Build the talk backwards. Start with a transformation promise: after people hear you speak, what do you want them to do, believe, think, or feel? Everything else builds toward that outcome.
  • Spotlight speakers ask what everyone thinks of them. Lighthouse speakers ask what everyone needs from them. The second mindset makes you a better speaker and kills stage fright faster than any rehearsal trick.
  • Share what went wrong, not just what went right. Audiences do not connect with wins. They connect with the arc. Admitting the $10,000 wire to a fraudulent manufacturer landed better than any highlight reel.
  • Build one signature talk and stick with it for three to five years. Changing your topic every year means no one has time to associate your name with a solution.
  • Use the slide deck as a lead magnet. Offer to send notes, discussion questions, and slides via a QR code before your closing. It converts better than almost any other stage-based list building tactic.
  • The false finish line is the biggest trap. You do not need a certain follower count, revenue number, or website to start pitching yourself to speak. You need a topic you are excitedly curious about and the willingness to do the reps.
  • Simplify, do not complicate. The best speakers remind people of something they already knew but forgot. Novelty is overrated. Clarity wins.

Timestamps

[00:00] Opening hook: the most underused marketing channel for small business owners is a stage.

[00:37] Jess’s background: building Headbands of Hope by speaking in college classrooms before knowing speaking was a paid profession.

[01:37] The moment she realized speaking could be a revenue channel, not just an advertising channel.

[02:22] The difference between an elevator pitch and a keynote, and why the keynote becomes the product.

[03:18] Keynote speaking vs. lead gen speaking: two lanes, two different business models.

[05:03] How to weave what you do into a keynote without it feeling like a sales pitch.

[07:14] Using a QR code slide deck as a lead magnet from the stage.

[08:26] The difference between wanting to be on a stage and actually having something worth saying.

[09:09] The spotlight vs. lighthouse framework from her TED talk, and why it changes everything about how you show up.

[11:18] Why sharing failures lands better than sharing wins, and what that requires you to give up.

[11:36] Her framework for building a keynote: transformation promise, work backwards, simplify.

[17:35] Why having one signature talk beats being a Cheesecake Factory speaker.

[19:52] The billboard exercise: the simplest way to figure out what you should be speaking about.

Memorable Quotes

“The keynote becomes the product. It’s not about selling your product through the keynote. It’s about raising awareness for it and most importantly, sharing a story in a way that inspires someone to do something about it.”

“The more you give, the less nervous you’ll be. And sometimes that means not looking good.”

“No one wants to learn from someone who’s always been at the top. We need the arc.”

“Stop making people think too hard. The best speakers remind people of something they once knew that maybe they forgot.”

“If you’re not willing to stick with a keynote for three to five years, don’t do it. You’re not giving anyone time to associate your name with a solution.”


Connect with Jess Ekstrom at micdropworkshop.com or find her on LinkedIn.

John Jantsch (00:00.977)

So what if the most underused marketing channel for a small business owner isn’t a new platform or a bigger ad budget, but the founder standing up and telling their own story from a stage? Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Jess Ekstrom. Entrepreneur speaker, mom of two and founder of Mike Drop Workshop, where she helps women step into their voice and become confident speakers. Started her first company.

Headbands of Hope. Longtime listeners may recall we talked about that so many years ago on this show. At the time she was a broke college student, built her entire marketing engine by begging professors to let her speak for five minutes in class. That scrappy beginning turned into a career as a Forbes top rated speaker and two time bestselling authors. She’s also the host of the Amplify podcast. So Jess, welcome back.

Jess (00:57.162)

It is good to be back. We’re going to have to do a fact check on how many years ago I was on this show, but I know two kids and a new business later. Here we are.

John Jantsch (01:06.471)

Well, how old is oldest child?

Jess (01:09.07)

three. But it was long before that. It was long before that.

John Jantsch (01:10.219)

okay. It was, yeah, I was gonna say, I thought that was gonna be arch. Well, I’ll go back and research it. So let’s talk, we don’t have to go back and relive the headbands of hope, although are you still doing anything with that? Okay, okay, cool.

Jess (01:23.01)

Yep. It got acquired, which was really exciting. Yeah, very exciting. And it was great for me to be able to fully step into my drop workshop and let new people in. And it’s doing great.

John Jantsch (01:37.127)

So when, at what point did you realize that speaking was, you know, a lot of people talk about it as free marketing and certainly a lot of people want to be highly paid speakers. When did you just decide, hey, that’s really a great way, I mean, that’s a marketing channel all by itself.

Jess (01:52.492)

I remember the first email I got from Marshall University that said, what is your fee to come speak to our students? And I had to ask about a dozen people what they meant because I was like, what are they talking about? A fee? I pay? I was so confused. I didn’t even realize that this was a channel for income because it had been such a good channel for advertising for me. And one of the things that I teach now in my drop to a lot of founders,

John Jantsch (02:03.301)

You’re welcome.

Jess (02:22.416)

is the difference between an elevator pitch and a keynote. You know, an elevator pitch is around what you’re selling, you know, the problem you’re solving. But a keynote is around the story of your startup and making that story transferable to someone else. and then the keynote becomes the product. So it’s not about selling your product through the keynote. It’s about raising awareness for it, but most importantly,

John Jantsch (02:25.969)

Mm-hmm.

Jess (02:49.238)

sharing the story in a way that inspires someone to do something about it.

John Jantsch (02:52.903)

So maybe there’s not either or, you maybe just tell people both can be true. certainly, well, I haven’t asked the question yet. Here are two things. Because I have a lot of people that, there are a lot of people that want to be speakers and they start out at a low fee and maybe they work up, I don’t know, let’s say $10,000 for a keynote. But then.

Jess (02:58.658)

Both can be true.

John Jantsch (03:18.247)

There were other speakers, myself included, when I was getting started that if I got in a room of 50 prospects, I would come away with $100,000 worth of business. I didn’t care about being paid because I knew the opportunity to get in that room was more important than what I might make as a speaker. How do you balance those? And again, like I said, can both be true.

Jess (03:38.796)

I think that there are two different lanes that you have to decide what you want to run in. The keynote is your product, which means it’s not about selling a product. It’s about delivering a keynote. And then the other lane is called lead gen speaking or selling from stage, which means you get no fee, which is exactly what you’re talking about, John, but you have free rein to sell from the stage. And in that case, whatever money you make in the back of the room becomes your fee for being there.

But I am a big advocate for the keynote being the product. And in my drop workshop, I teach people a framework called moment to meaning, where you share a moment, a lived experience, and then what’s the takeaway for the audience. Your moment can be a story in your business. It can be for me, you know, I told the story probably on your podcast, losing money to a fraudulent manufacturer, starting my business, Headbands of Hope.

John Jantsch (04:09.223)

Mm-hmm.

John Jantsch (04:35.62)

Mm-hmm.

Jess (04:37.206)

And then the meaning is, you know, failures don’t have to be the end. It can be, you know, just a pivot in your story. But now I’m not going up there selling headbands of hope, but now everybody knows about it. And so I don’t necessarily think that you have to choose between being a lead gen speaker and a keynote speaker. I think use the story of your company in your keynote and that way it becomes a both and.

John Jantsch (04:49.884)

Right.

John Jantsch (05:03.995)

Yeah, you know, it’s funny, I do remember early on, I certainly took that very much that approach of I’m just here to deliver lots of value teach you guys lots of stuff. Hopefully it’s awesome. And I remember early on a couple times where people come up to me say, like, what do you actually do? You know, how could I actually hire you? And I thought, maybe I somehow need to work that in more than just I’m just here to teach you stuff. So so how do you kind of balance that? I

Jess (05:21.486)

Mm-hmm. Yeah.

Exactly.

John Jantsch (05:33.605)

I never call it selling from the stage because I didn’t have like a $500 course that they could go back there and buy. It was really more that at some point, in fact, I had a speaking engagement that early on in my career, I’m sure I wasn’t paid for it. And a gentleman came up and said, I really liked what you said. Can you come talk to us? And that was in 2004. They still the client today. So millions of dollars worth of business from that client came from.

Jess (05:36.056)

Right.

Jess (05:40.301)

Yep.

John Jantsch (06:03.245)

him actually coming up to me and saying, I like what you had to say, but like, how do I hire you? So how do you balance kind of that, you know, that you do want people to know that you can help them solve the problem you just described?

Jess (06:09.826)

So.

Jess (06:14.668)

Yeah, right, exactly.

I think alongside with using how you help people as an anecdote in your keynote as a way to get a point across, are, you know, with I work with coaches, they can say, when I coach people on this topic, I tell them this. Or if you’re a podcaster, and you want to promote your podcasts, but without being like, scan this QR code and listen to my podcast and leave a review, you can say here’s some really interesting guests I’ve had on my podcast.

And here’s what they said. And it’s continuing to further the value that you’re delivering to the audience without selling them something. But one kind of hack I will give to that, John, you can still use your keynote as an audience building technique that still delivers value in a way where you’re delivering them the notes or the recap or the slide deck from your presentation.

in exchange for an email. So when I speak right before my conclusion, I tell them that they can scan a QR code and it’s going to send the slide deck to them so that they have it, they can remember it, it’s going to give them discussion questions to bring back to their team. But that is also where they’re now in my orbit. Now I can also, they want to hear what I’m doing. The next email I send will probably be about mic drop workshop or my book or my podcast.

And so there are ways that you can use that time on stage to just get people into your orbit in a way that provides value. I’ve tested a lot of different lead magnets from the stage. The slides or the notes convert higher than anything else that I’ve done.

John Jantsch (07:57.968)

Mm-hmm.

John Jantsch (08:01.807)

Yeah, yeah. So.

How do you also balance? mean, there’s a lot of people that look at speaking and think that’s also kind of a very, you know, statusy thing, right? I’m doing a keynote here. You see people on LinkedIn all the time talking about the status thing. But what’s the difference between wanting to be on the stage and actually having something worth saying from it?

Jess (08:16.354)

Yeah.

Jess (08:26.094)

Such a good question. And I would say most of the women that I work with lean towards the what do I have to say? And how I teach this, this is actually a concept I gave in my TED talk last year that has done really well. So I’ll share it here. It’s usually when you have that imposter syndrome coming from

what I call a spotlight mindset. Spotlight speakers go up there, spotlights on them. How do I look? How do I sound? They’re concerned with public perception. They want to appear impressive. What does everyone think of me? If a spotlight asks, what does everyone think of me? Then the other kind of speaker is a lighthouse, is, what does everyone need of me? You go up there with, I’m going to solve a problem. Where are they at now? Where are they hoping to go? How can I help? And so when you switch from like, how do I be admired?

John Jantsch (08:57.093)

Mm-hmm. Mm-hmm.

John Jantsch (09:14.097)

Mm-hmm.

Jess (09:25.458)

how can I be helpful? All the sudden speaking is less of a flashy opportunity and more of a impactful moment for you. And the irony is, is that you become better for it, your keynote gets better, my nerves got better. When I stopped going up there trying to be impressive. Instead, I would do my research on the

audience. Okay. This is accountants. What are accountants experiencing in 2026? What are their, what keeps them up at night? Okay. Now that I know where they’re at, I can help where they want to go. So I think that shift can help people a lot.

John Jantsch (10:04.813)

you know, what’s interesting is, you mentioned it, but I felt this, for sure. You know, a lot of people talk about being afraid of public speaking, you know, and a lot of it’s that mentality of I’m on stage, everybody’s looking at me. but when it’s, what am I here to give? yeah, all of a sudden the stress kind of melts away. least that’s been my experience. Yeah. Yeah.

Jess (10:16.76)

Mm-hmm.

Jess (10:24.288)

Yeah. The more you give the less nervous you’ll be. And to be real, that sometimes means not looking good. I think sometimes when we speak from a place of a lighthouse, we want to share all the wins that we’ve had as a business owner. look at this thing I did. I’m on the today show. I sold millions of copies, blah, blah, blah. I did that. It didn’t land. I didn’t get booked from it. When I started to share moments that went wrong and what I did about it.

That’s when the rubber started meeting the road because it wasn’t about making me look good. had to admit, yeah, I wired $10,000 to a fraudulent manufacturer. That, that sucked. But here’s what I did. That’s when I think things started to get noticed. So also just getting out of your head that you have to paint yourself as the hero and paint yourself in the best light. No one wants to learn from someone who’s always been at the top. We need the arc.

John Jantsch (11:03.6)

Mm-hmm.

John Jantsch (11:18.439)

No questions, because it’s true. Nobody’s always been at the top. So it’s a lie. So do you have a specific framework that you teach for building a talk that really kind of lands?

Jess (11:21.184)

Mm-hmm. No, true. Yeah, they want to root for you.

Jess (11:36.566)

Yeah. I would say start with the aftermath. Before you think about what you want to say, think about what you want to stay. Like, what do you want to stay in the room after you leave? And so I give, we call it a transformation promise. After people hear you speak, what do want them to do? What do you want them to believe? What do you want them to think? What do you want them to feel?

And then once you have that transformation promise, maybe it’s after people hear me speak, I’ll give like my example. I speak about motivation and how to create motivation that lasts. So after people hear me speak, I want their whole team to be intrinsically motivated to create lasting motivation. Now I have a North star. Now I have the outcome in mind that I can build my keynote around. So then you work backwards. Well, what are the things that people need to understand in order to create motivation that lasts?

Well, they need to know the science behind motivation, how our brain works. They need to know how to be intrinsically motivated instead of extrinsically validated. They need to know how to define their success. So then I start going down the list of what’s a checklist that someone needs to understand in order to arrive at that transformation? And then of course, fill those with, well, when did I learn this? What’s the story I can answer here? What’s a data point?

But I think one of the most important things you can do as a speaker is to simplify, not complicate. I think the spotlight speakers in us want to sound fancy and want to words and stuff that just is hard to understand. And I think one of the most misconceptions about speaking is to be revelatory and groundbreaking and novel. But the best speakers out there,

are reminding people of something they once knew that maybe they forgot. mean, James clear, like simple habits stack up Mel Robbins, you know, and her like, just go for it with her five second rule. Shonda Rhimes, just say yes. None of these things are new. None of these things are groundbreaking, but they saw a path to own it and put their context and their spin on it. So I would say,

Jess (13:57.782)

work backwards, create a transformation promise, and then stop making people think too hard.

John Jantsch (14:06.543)

It’s funny, I remember again, early on in my career of speaking, I’d think, how am I gonna talk for 45 minutes? I need 247 slides in order to fill that 45 minutes, right? And then you find yourself just rushing through. And now the same talk, 10 or 12 slides that you actually live in the moment with the people is a lot.

Jess (14:13.241)

yeah.

Jess (14:16.759)

Yeah.

Jess (14:21.431)

Yeah.

Jess (14:29.102)

totally. It’s daunting. That’s why it’s kind of like, you know, if you’re a runner or something, it’s like instead of running a marathon and thinking 26.2 miles, it’s like, how do you break it into five races of five? And so breaking your talk into smaller talks in that way, because now it’s pretty variable. I don’t know if you’ve gotten this, but I get asked to speak for an hour, which typically was a norm. And now it’ll be like 45 minutes, 30 minutes.

50. So that way you can just plus or minus some of these microtox within it instead of having to start over every time.

John Jantsch (15:05.511)

Yeah, actually, I had the opposite happen one time. One time somebody didn’t show, and so they said, can you fill 90 minutes? And by the way, you’re on in about half an hour.

Jess (15:12.204)

Mmm.

Jess (15:16.428)

Yes, that is, you gotta be ready to go at any time, but you did it.

John Jantsch (15:21.095)

So you work with a lot of women. don’t know if it’s predominantly, but you work with a lot of women. And women have their own brand of head trash, I think, around some of this topic that men don’t seem to suffer from sometimes. We don’t have imposter syndrome because we think everybody’s… That we’ve arrived all the time, right? So…

Jess (15:26.946)

Mm-hmm. Yeah.

Jess (15:36.909)

Yep.

Jess (15:40.534)

Mm-hmm. Right. Yeah. Why not? Why? Of course someone should listen to me. Yeah.

John Jantsch (15:48.903)

You’ve built multiple companies, you’re a mom of two, you work with a lot of folks who have ambition. Do you see that, what are the places where they’re quietly kind of sabotaging their balance, you know, before they even notice?

Jess (16:02.766)

That’s great question. I think that they have this facade or like this false sense of a finish line that exists somewhere that is never there. Well, in order for me to be a speaker, I have to reach this amount of revenue or I have to have this amount of status or I have to have this many followers or I need to have this accolade. I see that all the time.

People are like, well, I can’t pitch myself to speak because my website isn’t live yet. I’m like, you have a LinkedIn. Go for it. And so I think it’s, can be comforting to people to, and myself included to say, well, I can’t do that yet because I don’t have this. It’s not, I’m not saying never, but I’m saying this. And I would say that pitching yourself and becoming a speaker is less about this.

John Jantsch (16:35.121)

Yeah.

Jess (17:01.112)

false finish line of being an expert in something and more about being excitedly curious about a topic and willing to put in the work. It doesn’t mean that there is like some number or something out there that you have to hit in order to be qualified to pitch yourself. It’s like, what are you curious enough about? What’s been a theme in your life? What have people asked you for advice on that you’re willing to put in the work? Put a keynote together, further your research around it every week and

Put your name out there for opportunities. That’s probably the number one thing I would say.

John Jantsch (17:35.911)

So do you specifically try to coach people? Because you’ve mentioned this several times, your keynote. Is that your thing that you’re always working on? And if somebody asks you to speak, that’s what you’re going to tell them? You’re not like, what do you need? But it’s like, no, here’s what I do.

Jess (17:42.158)

Mm-hmm.

Jess (17:49.738)

Yes. So this, I’m so glad you brought this up because this is another, again, I call it a trap. That sounds like a lot, but mistakes. Sometimes I see speakers come into is they think by being dynamic and being able to speak about 20 different things, it’s helping them as a speaker when it’s actually hurting them. People want your greatest hit. Like I call it being a cheesecake factory speaker where you go. It’s like, no one wants

Alfredo sushi and you know, a burger. It’s what is your chef’s special? What’s the thing that you’re really good at? And so tell them what you deliver and how it’s going to help them. Don’t necessarily ask them what they need and create a talk around that. Doesn’t mean you can’t find ways to customize your talk to that audience. But if you’re starting from scratch, every single time you speak, one, it’s a lot more work for you. And two, it’s a lot less benefit to them because they are not getting something proven.

Like no one wants to be your trial run at this. Do the reps. Yeah, yeah, get good at it. And they want something that’s like, yeah, I’ve given this talk at Coca-Cola. I’ve given this talk at Chick-fil-A. You know, I’ve given this talk here. So build one signature talk. That’s what I would recommend.

John Jantsch (18:49.735)

Try out some new material.

John Jantsch (18:58.801)

Right. Right.

John Jantsch (19:06.119)

And I think from a practical reality, you’ll just get better at it. You’ll see where people laugh. You’ll see where people get really engaged. And all of a sudden it’s like, okay, I can make that better at that moment. And so as opposed to like, have to figure out the structure of this thing.

Jess (19:11.288)

Mm-hmm. Totally.

Jess (19:16.736)

Yeah, absolutely.

Jess (19:22.742)

Absolutely. mean, you can always keep iterating and always should be iterating. think a keynote is a living and breathing thing. Like I’m never done with a keynote. It’s, I’m always editing and improving, but I would say if you’re not willing to stick with it for three to five years, then don’t do it. I see so many speakers that like every year are changing their thing that they’re known for. I’m like, you’re not given anyone time to associate your name with a solution.

John Jantsch (19:25.637)

Yeah, right.

Yeah.

John Jantsch (19:41.009)

Yeah, it’s funny.

John Jantsch (19:46.172)

Yeah.

John Jantsch (19:52.977)

funny, I’m sure comedians experience this all the time, but I’ve always puzzled how like same talk, different parts are funny one time and they’re not at all to the audience the next time. Same with like, you know, some bit that’s supposed to be really touching and like, it doesn’t look like anybody got it. I just always, there’s no question that really, I just always find that really odd. So.

Jess (20:13.901)

Yeah.

Yeah, exactly.

John Jantsch (20:20.217)

I appreciate just you stopping by the Duct Tape Marketing Podcast. Is there some place you’d invite people to, who want to do more speaking, who want to actually learn how to do it right? What would be the next step for them? What would be the first step I should say for them? And then also how can they find out more about working with you?

Jess (20:40.238)

I would say if you want to start speaking, ask yourself, I actually said this to someone today, so I’ll say it here. Imagine I gave you money to buy a billboard in your town and or on your local highway. And it was up to you to put whatever phrase or slogan that you wanted to on that billboard.

what would be the thing that you would put on that billboard? Like what is like a mantra, a theme, like something that you keep coming back to that helps people. And so if you wanna just get started, I would think about like, what would you put on an empty billboard and start there? And then you also…

John Jantsch (21:20.485)

All it comes to mind to me is eat more chicken, but that’s already taken, so sorry.

Jess (21:23.777)

Yeah.

That’s a place to start, John. And then you have the greatest test group of all time with social media, like test, test, and test again. And then if you want help with that, you can come to us at micdropworkshop.com or follow us anywhere. I’m also on LinkedIn, Jess Ekstrom, where you can find me.

John Jantsch (21:46.853)

Awesome. Well, again, appreciate you taking a moment to stop by and hopefully we’ll run into you one of these days out there on the road.

Jess (21:52.672)

Yeah, thanks, John.

Most Businesses Fail Because Founders Can’t Sell

Most Businesses Fail Because Founders Can’t Sell written by John Jantsch read more at Duct Tape Marketing

Catch the Full Episode

Episode Overview

In this episode of the Duct Tape Marketing Podcast, host John Jantsch sits down with serial entrepreneur Brian Will to unpack the real reasons most businesses fail and why it has little to do with product, market, or funding. Drawing from his experience building 10 companies worth over half a billion dollars, Brian explains how sales, not technical skill, is the true driver of business success.

The conversation explores practical sales psychology, common mistakes founders make, and actionable strategies to improve closing rates. Brian also shares his unconventional journey from high school dropout to successful entrepreneur and breaks down why mastering communication, negotiation, and human behavior is essential for any business owner.

Guest Bio

Brian Will is a serial entrepreneur who has built or co-built 10 companies across five industries, collectively valued at over $500 million at their peak. A high school dropout turned business leader, Brian specializes in sales systems, negotiation strategies, and business growth. He is the author of multiple books, including The Dropout Multi-Millionaire and The Psychology of Sales and Negotiations, where he shares proven frameworks for scaling businesses and improving sales performance.

Key Takeaways

1. Most Businesses Fail Because Founders Can’t Sell

  • Failure is rarely about product or market. It is about lack of sales ability.
  • Many founders are technicians who lack skills in selling and management.

2. The Biggest Sales Mistakes

  • Talking too much
  • Sounding like a stereotypical salesperson
  • Overloading prospects with technical details

3. Sales Is a Conversation, Not a Pitch

  • Asking the right questions is more powerful than presenting features.
  • Customers will tell you how to close them if you listen carefully.

4. Simplicity Wins

  • Communicate at a basic, clear level, around a fifth grade level.
  • The more complex your explanation, the less your customer retains.

5. “No” Is the Most Powerful Word in Sales

  • Every negotiation starts with “no.”
  • Setting expectations and anchoring price ranges improves outcomes.

6. Never Ask for a Budget

  • Customers will often mislead you.
  • Instead, provide a price range and let them choose within it.

7. Match Your Sales Style to the Buyer

  • Emotional buyers respond to feelings.
  • Analytical buyers want data.
  • Adjust your approach quickly based on cues.

8. Founders Must Build Around Their Weaknesses

  • If you are not a salesperson, hire or partner with one.
  • Success requires entrepreneur, technician, manager, and salesperson roles.

9. Listening Is a Competitive Advantage

  • Knowing when to stop talking dramatically improves close rates.

10. Growth Comes From Letting Go of Control

  • Brian’s biggest lesson is that success accelerated when he stopped trying to do everything himself and trusted more experienced partners.

Great Moments

00:02 – Why Businesses Really Fail
Brian explains that failure is usually due to lack of sales skills, not product or funding.

00:54 – Discovering a Natural Talent for Sales
Brian shares how he accidentally discovered his ability to sell insurance.

03:52 – The Three Core Sales Mistakes
Talking too much, sounding like a salesperson, and being overly technical.

05:35 – Talking Yourself Out of the Sale
A story illustrating how over explaining can lose deals.

07:04 – The Power of “No” in Negotiation
Why every negotiation starts with rejection.

09:57 – Why Technicians Fail as Business Owners
The Joe the plumber example highlights missing business skills.

12:29 – Ask Questions, Don’t Pitch
How questions reveal exactly how to close a deal.

14:47 – Practical Sales Example (Windows)
A real world walkthrough of effective sales questioning and pricing.

16:40 – Why You Should Never Ask for a Budget
Customers will mislead. Set ranges instead.

18:13 – The Lesson Brian Wishes He Learned Earlier
Success came when he stopped trying to do everything himself.

Memorable Quotes

“Most salespeople fail for exactly the same reasons. They talk too much and act like a salesperson.”

“If I can get you to have a conversation instead of selling, your closing rates will go through the roof.”

“Every single negotiation starts with no.”

“If your business fails, it won’t be because you’re bad at your craft. It will be because you can’t sell or manage.”

“The more you talk, the less they hear.”

John Jantsch (00:02.122)

What are the reasons most businesses fail has nothing to do with their product, their market, or even funding and everything to do with the fact that the founder never learned how to Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Brian Will. He’s a serial entrepreneur dropped out of high school, went on to build or co-build 10 companies across five different industries collectively worth over half a billion dollars at their peak.

He’s the author of three books, including one we’re going to talk about today. No, the psychology of sales and negotiations. So Brian, welcome to the show.

Brian (00:40.654)

John, I appreciate you having me today. It’s gonna be fun.

John Jantsch (00:43.348)

So, start with the fact you dropped out of high school, built 10 companies. At what point did you realize that maybe this selling thing has a lot to do with my success?

Brian (00:54.648)

You know, it’s funny, John, the first company I did was landscaping and I only did it because I basically had no education and no job skills and I thought anybody could dig a hole and mow grass. Right. So that’s what I did. And I did that for 10 years and that company did well until it didn’t. That’s my one of my favorite things and ended up losing everything. Almost went bankrupt, lost the house, the cars, made a couple of critical errors in business that I carried with me for the rest of my life.

John Jantsch (01:05.683)

Yeah, right.

Brian (01:23.81)

But what was interesting when I got out of the landscaping business is a buddy of mine, he said, hey, you should come sell insurance with me. Now, mind you, I’m thinking, you remember the movie Groundhog Day with Bill Murray? And you remember Ned, needle nose Ned, and every day he tries to get Bill and one day Bill just knocks him out in the street. That was my internal picture of an insurance salesman. And I did not see myself walking around with a briefcase and a hat, know, chasing people down on the street.

John Jantsch (01:34.856)

yeah. One of my, one of my favorites. Yeah. Yeah.

John Jantsch (01:46.048)

Yeah.

Brian (01:51.022)

And I told my friend, no, I’m not selling insurance. Never. I’m a landscaper to start with. So he bugged me and bugged me and six months goes by and he kept showing me big checks. And finally I said, all right, how do I sell insurance? And he said, give me $500. I’ll give you some leads. I’ll take you on one appointment and then I’ll turn you loose. That’s the worst way to train a salesperson. I got to tell you.

John Jantsch (02:13.642)

you

Brian (02:15.061)

So that’s what we We went on one appointment. We went into this house. We came out. He goes, I just made $500. And I was like, my gosh, that’s incredible. So I took these 20 leads and a week later I showed up at the office and I had sold 12 insurance policies. And the guy that owned the agency, I walked in, I put him on the table and he goes, what’s that? I said, those are the insurance policies I sold this week. And he goes, how many leads did you get? And I said, I had 20. I said, is that not good enough? He goes, my God.

That’s like top 1 % in the country. What did you do to sell those? I remember saying, I don’t know. I just sold them. I had no idea, John, I could sell. I tell my kids all the time, you probably have talents you don’t know yet. And one of the talents I did not know at the time was apparently I could sell. And within six weeks, I was producing 50 % of the revenue in this agency.

John Jantsch (02:58.421)

Mm.

Brian (03:08.587)

Six months later, I broke off. started my own agency. A year and a half later, I sold it to a venture capital firm. It was my first sale. And we turned it into a company that went public. I didn’t know I could sell. I just could, and I don’t know why. But then I turned it into a system of selling and sales management and training and wrote the book. And, you know, that’s what I do.

John Jantsch (03:30.474)

Well, a lot of people suggest sales can be taught, but it’s not a skill necessarily. But you kind of backed into it as like, had that skill. I don’t even know what I was doing. So how do you kind of reconcile that with the idea that you’re now taking people who maybe say, I don’t have that skill and you’re teaching them.

Brian (03:44.813)

I

Brian (03:52.654)

You know, it’s interesting. Most salespeople fail for exactly the same reasons every single time. Number one, they talk too much. Number two, they act like a salesperson. If I can just get you to learn how to have a conversation with somebody and not act and sound like a salesperson. You know, a salesperson’s their voice.

John Jantsch (04:02.442)

Yeah.

Brian (04:15.854)

goes up like an octave and they talk really fast and they’re excited. Like, hey, John, how are you, man? I’m glad you came in today. And you’re like, dude, you’re a salesperson. Stop doing that. Right. And then if I asked you about a product, you have to give me a 20 minute dissertation on everything there is to know about everything about this product. And I don’t care because we know that psychologically people only remember 30 % of what they hear anyway. So the more you talk, the less they hear. And then the more you talk, the less they want to listen to you. And now they just want to leave.

So if I can get you to number one, have a conversation instead of sell and number two, learn when to shut up, your safe’s closing rates will go through the roof right out of the gate.

John Jantsch (04:55.776)

My father was kind of an old time salesperson. was a manufacturer’s rep and he’d go into these towns and go around the square to the stores that were there. I used to go with him every now and then. I remember he was like, really, we got this great new product. I’m going to show this person today. He walks in and he’s like, hey, we got this great new product. The guy’s like, that is nice. Can I get 10 cases? Got out his pad, sat it down, came to pen.

and left. was like, well, you didn’t even tell me about it. He was like, I took the order. And it just lasted with me forever. A lot of people talk themselves out of orders.

Brian (05:35.663)

Oh yeah. And the third thing is they talk too technical, right? I remember I was doing a project out in Seattle a year or so ago and I always, if it’s a small sales team, I like to go out with the salespeople and listen. And I out with their top salesperson and he went in to see this customer and they were selling windows and he’s like, yeah, and these windows have…

The Belgian slash and the six inch nails and they do this and this and the customers nod their head. And I stopped, said, hey John, can I ask you something? What is a Belgian slash and a six inch nails? That sounds like a band. And he goes, I don’t know, I said, and he said something different. And I looked at the customer and I said, did you hear six inch nails? And they go, yeah, that’s what we heard too. And if I hadn’t stopped John and asked the question, they would have the whole time never known what he said, right?

John Jantsch (06:12.946)

You

John Jantsch (06:27.21)

Yeah, yeah, yeah.

Brian (06:28.622)

So you can get too complicated and lose your client so easily. And I tell people, don’t use tech talk. Talk at a fifth grade level. Stop due check-ins, know, pause for effect, just like I did right there. And, you know, there are a few things we can teach you to make you better. We may not be able to make you the best, but we can make you better.

John Jantsch (06:54.314)

So you start your, I think this is not your first book with this, the word no. Is there a story behind why you’ve kind of latched onto that?

Brian (07:04.874)

Yeah, because the most powerful word in the English language is no. Without a doubt. And that’s on both sides of the sales process. can’t tell. I’ve got so many stories about the word no. And the Genesis literally, believe it not, comes from Richard Branson. And he wrote a book. And one of the things in his book, he says, is if your first offer doesn’t insult them, you’ve offered too much.

And no matter what, because if you’re talking to somebody who’s a negotiator, they’re never going to offer you what you want. And if you’re selling something, you’re never going to sell it for, you know, never going to offer it for sale for what you actually want. So we already know right out of the gate, both sides are going to say no. Right. So we start with no. That’s what we always start with. And every single negotiation starts with no. I’ll give you a, I’ll give you a funny example. I own some restaurants. I have a manager that works for me.

John Jantsch (07:36.629)

Mm-hmm.

John Jantsch (07:54.186)

Thanks.

Brian (07:59.791)

And I was sitting in there with a general contractor one day and the manager comes up and he said, Hey, the electrician’s here and he wants to fix the outlet and the lamp and he wants $1,200. I said, offer him 600. And the manager looked at me and goes, what do you mean? I said, go back. He’s already here. He’s either going to take my 600. He’s going to go home. He goes, but it’s 1200. said, listen to me, just go offer 600 and come back. He comes back. goes.

He’ll do it for nine. I said, take the deal. Right. And the manager was like, I don’t understand what just happened. And the person at the table goes, do you do all your negotiations that way? I said, yes, I do. Whatever you tell me, it’s no.

John Jantsch (08:40.96)

Well, that’s an interesting point because the word negotiation is in the title, but I think a lot of people think selling is, have this offer, I give it to you, you pay me or you don’t pay me. That negotiation is really not even a part of the deal. It’s like, do you want it or not? So, and what you’re suggesting is it should be a part of every conversation or at least every transaction.

Brian (08:56.419)

Yes.

Brian (09:04.536)

So you’ve been to the mall, right, John? To a store, to buy a suit or pants or… Those people are technically salespeople, but they’re not selling you anything. That’s retail, right? Salespeople are true salespeople that are going out and trying to sell a product or a service, and those things are negotiable, period.

John Jantsch (09:13.524)

No, no.

John Jantsch (09:24.234)

So what do you say to that? A lot of times, mean, a lot of my listeners are, you know, they don’t have sales teams. mean, the founder is selling out there. And a lot of times they got into the business because they were good at doing something like landscaping, for example. Right. So how do you turn that person, especially the person is like, I hate selling. How do you turn that person? mean, obviously one of the pieces of leverage you have is the fact that, well, if you don’t sell, you’re going to be out of business. But how do you turn that person into

Brian (09:43.672)

Yes.

John Jantsch (09:54.519)

you know, somebody who could successfully sell.

Brian (09:57.423)

So my first book, John, is called The Dropout Multi-Millionaire. And I talk a lot about this in that book. And we like to say that every successful company has four personalities. And I don’t care if it’s Apple Computer all the way down to the guy who just started his own business. You have an entrepreneur who’s a big thinker, who’s also usually a salesperson, but not always. You have the entrepreneur, you have the technician, you have the manager, and you have the salesperson, right? Most businesses…

John Jantsch (10:01.311)

Mm-hmm.

Brian (10:26.572)

are started by technicians and they’re not salespeople. And as I like to say, my books are famous for Joe the plumber, right? Joe’s a plumber, he works for XYZ Plumbing for 20 years. He goes out every day, they’re paying him 50 bucks an hour. One morning, Joe wakes up and says, why am I charging 150 an hour? I’m only getting 50. I’m gonna start my own business and we’re gonna call it Joe’s Plumbing. So Joe starts Joe’s Plumbing.

If Joe’s plumbing fails, it will not be because Joe is not a good plumber. It will be because Joe is not a good salesperson or a manager, one of the two. But Joe thinks that all there is to business is the technician part, not understanding that he doesn’t understand how business works. He doesn’t understand how insurance works and payroll works and sales work and, you know, managing people. None of that. He doesn’t get that. And so that’s why most businesses fail is because they’re started by technicians.

If you are a technician, understand that you don’t know how to do sales, bring somebody in who does.

John Jantsch (11:28.938)

Yeah. No, no, no question. I think a lot of people jump out of, out of work and, decide to start a business and don’t realize just there’s a lot of moving parts. So, if somebody came to you, they were a newbie in, like a class or coaching or something you were doing, what, would be the basic principles kind of map out the basic principles that you would teach or that have really worked for you over the years?

Brian (11:39.33)

Yes.

Brian (11:55.342)

You mean a new business owner?

John Jantsch (11:56.754)

Yeah, who wants to get better at selling? Yeah, yeah, yeah, yeah.

Brian (12:00.374)

better at selling. Okay. So the first thing we’re going to do is we’re going to, and I hate to say this, but I’m going to go out with you on a couple of sales calls to find out what you’re doing right and what you’re doing wrong. And then we’re going to develop a system for you to learn how to sell. So there in my book, we lay all these things out, but it’s sick. It literally gets into the things we’ve already talked about, which is you need to bring your presentation down to a few words, not a five minute dissertation.

John Jantsch (12:27.114)

Hmm.

Brian (12:29.934)

You need to quit selling and just ask questions. That’s one of the most powerful sales tools there is. If I can find out what you want, why you want it, when you want it, who else you’ve looked at buying it from and why you didn’t buy it from them, you will tell me exactly how to close you. But that’s a series of questions. If we want to get into, you know, high level sales, then we’ll start talking about

learning who the other person is. You know, some people give and receive information differently, as I like to say. John, if you’re an emotional person and you like you live on your emotions and what’s going to feel good and do good. And I try to give you a bunch of data. You’re going to your eyes are going to roll back in your head. If you’re a data person and I can tell that very quickly when I first start talking to you and I start giving you all the emotional reasons why you should do something and you keep going, no, just give me the numbers. Right.

how you receive information, how you give information is how you receive it. I need to pick up that small thing and my sales tactic has to match how you receive information. And then my close ratios will go up. Matching that with not talking too much, asking a ton of questions and letting the person close themselves. These are things we teach that I would try to teach somebody. And then it’s learning when to shut up. Like that’s the huge one. Just stop talking.

John Jantsch (13:58.314)

So the point you make about reading, you know, how somebody wants to be sold, how they process information, how they learn. Doesn’t that take a long time to really get good at? I know one of the things that they teach all the time is just what you talked about. Go in and probe, right? Ask questions, ask questions, ask questions. I don’t really like that when somebody comes in and I feel like I’m being interviewed because I’m like, I don’t really know you that well yet. I don’t trust you necessarily. I’m not going to give you, you know, all this information you’re asking me for. how do you…

How do you deal with kind of, I mean, how do you teach people to do that reading, you know, how somebody needs to be, and again, I’m, you know, years of experience, you probably learned it because you’ve seen everything, but how does that newer person who is really maybe feeling a little uncomfortable with this, like this new approach that they’ve been taught?

Brian (14:47.982)

Well, these things are gonna all be product specific. So let me just, let me give you one, right? I have a company that does window and door replacement. Okay? So when I walk up to the door, I’m like, hey John, how are you doing? I understand that you’re looking to replace some windows today. Is that right? Yeah. But which ones are you looking to replace? Well, I’m thinking the ones on the front of the house. Why do you wanna replace those? I mean, why not all of them? Why just these? And you’re gonna say, well, because…

John Jantsch (14:52.382)

Yeah. Right.

Brian (15:16.526)

I either want a bigger window or this one’s fogging up or I need a double pane window. So these questions aren’t really interviewing you as much as why are you wanting to replace these windows. And when you say, this one’s leaking and this one’s leaking and I don’t want a double pane here or I want a bigger window, I’m like, okay, great. So you’re looking at a double pane window, you want to do this and this. Have you shopped with anybody else? And you’ll say yes or no. Do you have any idea what windows like this cost? And you’re going to say, well, not really.

John Jantsch (15:19.786)

It’s all the sun all day. Yeah.

John Jantsch (15:30.453)

Mm-hmm.

Brian (15:46.061)

And then I do what we call, we set the Delta, right? And I’ll say, well, just to let you know up in advance, Windows costs, and I know this because I did this with a window company, Windows costs between 300 and a thousand dollars a piece to replace. 300 is going to get you a base level, a thousand is going to get you the Mac daddy. What range are you going to be in? I’m going to set the range. And the reason I set the range is because I don’t want you to come in and say, I thought they were a hundred bucks and I just spent a half a day with you.

John Jantsch (16:08.874)

Mm-hmm.

John Jantsch (16:14.922)

Yeah. All right.

Brian (16:16.27)

Right. I also want to try to I don’t want to pitch you a thousand dollar window when you say my budget’s 200 or if it’s in my I never asked somebody a budget. I always give them a range. let them pick in the range. You want the cheapest at 300. You want me to talk about the thousand. Let’s go in the middle. OK.

John Jantsch (16:23.882)

Mm-hmm. Yeah.

John Jantsch (16:31.508)

Yeah, you know, people ask the budget question. I’m always, you know, what are you looking to spend? That’s my favorite question. And I’m like, as little as possible. mean, I’m just trying. It is.

Brian (16:40.174)

Yeah, that’s a terrible people don’t ever ever ever ask somebody what their budget is and they go why I’m saying because they’ll lie to you. They want I don’t go into the car lot and say I’m really looking to spend $52,560. Right? I’m gonna lie to you because I think you’re to take advantage of me. Now, if that same person says Windows costs between 300 and $800 a piece.

John Jantsch (16:54.898)

Right?

Brian (17:05.646)

Now you know you’re not getting it for 200 bucks. You’re gonna give me at least, you want me to start at 300, 500, 800, where do you wanna go? Because I could spend all day talking about Windows, but let’s talk about what’s important to you. And by the way, if we’re gonna get into super high level sales, John, if they pick the 500 and we get to the end and they’re not willing to commit, this is what we call the drop back and punt. I’ll say, well, let me ask you something. To be very fair, I just told you all about the $500 Windows, and those may be what you want.

Would you have any interest in hearing about the $300 window? Because if you say yes, you could never afford the 500 in the first place.

John Jantsch (17:42.504)

Ha

So do you find that these principles that you teach doesn’t really matter? The industry, B2B, B2C, doesn’t really matter?

Brian (17:52.855)

It is what, look, people are people. I don’t care if you are the CEO of IBM, you still go home and fight with your wife and your kids are throwing up on you and you know, you’re just a person.

John Jantsch (18:03.914)

So you also wrote the Dropout Multi-Millionaire. What lesson from that book do you wish you’d learned 10 years earlier?

Brian (18:13.55)

You know, I spent my first 10, 15 years in business trying to do everything myself, trying to be the smartest guy in the room. Particularly when you get under pressure, too many entrepreneurs fall back into the red personality zone where they get very autocratic and you will do it my way and blah, blah, And it wasn’t until I met my business partner, Steve, who was way more successful than me.

And that even took a year before I broke down and I said, you know what? I’m going to listen to you. And when I did that, we went from zero to we sold our company for $80 million three years later. You know, at some point you have to understand that there are smarter people than you as smart as you think you are. There are people that know more about certain things that you need to listen to.

Finding somebody who’s been there and done that, who’s willing to come in and help you and tell you, and then your ability to take that advice and listen to it is the difference between your success today or your failure tomorrow, 100%. And I didn’t know that when I was young.

John Jantsch (19:28.126)

I think that’s a great place to end it today. Brian, I appreciate you taking a moment to stop by the Duct Tape Marketing Podcast. Is there anywhere you invite people to connect with you and find out more about your work?

Brian (19:37.484)

Yeah, BrianWillMedia.com. BrianWillMedia.com. My books, my training, everything’s on there. You can find everything you want to know.

John Jantsch (19:43.816)

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

Brian (19:48.943)

Appreciate it, John. Thanks for having me.

Your Team Reflects Your Leadership Values

Your Team Reflects Your Leadership Values written by John Jantsch read more at Duct Tape Marketing

Catch the Full Episode:

Episode Overview

In this episode of the Duct Tape Marketing Podcast, host John Jantsch sits down with executive coach and author Aiko Bethea to explore the deeper reasons why teams struggle with communication, trust, and accountability. Drawing from her book Anchored, Aligned, Accountable, Aiko introduces a powerful framework for self-leadership that goes beyond surface-level tactics and addresses the internal beliefs and patterns—what she calls “BS”—that derail effective leadership.

The conversation unpacks how leaders can move from reactive behaviors driven by external validation to intentional actions grounded in core values. Aiko shares practical insights on navigating difficult conversations, fostering psychological safety, and recognizing the “shadow side” of values that can unintentionally hinder growth.

This episode is a must-listen for leaders seeking to build stronger relationships, create healthier team dynamics, and lead with clarity and accountability.

Guest Bio

Aiko Bethea is the founder and CEO of Rare Coaching & Consulting, where she serves as an executive coach to Fortune 100 companies and nonprofit organizations. She is the author of Anchored, Aligned, Accountable: A Framework for Transcending BS and Transforming Our Lives and Work, with a foreword by Brené Brown.

Aiko is a former director at the Bill & Melinda Gates Foundation and a Dare to Lead™ Certified Facilitator. Her work focuses on helping leaders build self-awareness, navigate complexity, and create cultures rooted in trust and accountability.

Key Takeaways

1. Leadership Problems Are Often Values Problems

What appears as a communication breakdown is often rooted in misalignment with personal values. Leaders must identify and consistently act from their core values to build trust and clarity.

2. The “Anchored, Aligned, Accountable” Framework

  • Anchored: Know your core values
  • Aligned: Ensure your actions reflect those values
  • Accountable: Take responsibility for the impact of your actions

3. The Hidden “BS” That Derails Leaders

Limiting beliefs—such as scarcity, perfectionism, or the need for external validation—prevent leaders from operating authentically and confidently.

4. Values Have a Shadow Side

Even positive values like kindness can backfire. Avoiding difficult conversations in the name of kindness can lead to poor performance and misalignment.

5. Self-Awareness Is the Foundation of Leadership

Leaders must recognize how their behaviors impact others, especially when the outcomes don’t match their intentions.

6. Psychological Safety Starts with the Leader

Creating a safe environment requires modeling openness, inviting feedback, and responding constructively when challenged.

7. Accountability Goes Beyond Metrics

True accountability includes how results are achieved, not just whether targets are met. It’s about behaviors, relationships, and long-term impact.

Great Moments (Timestamps)

  • 00:01 – The real reason teams struggle with hard conversations
  • 01:46 – Why self-leadership is missing in organizations
  • 02:56 – Defining the “BS” that blocks effective leadership
  • 05:25 – The difference between having values and being anchored in them
  • 07:04 – The “shadow side” of positive values like kindness
  • 10:10 – Why self-awareness is essential for leadership success
  • 13:01 – Rethinking accountability beyond numbers
  • 15:17 – Navigating leadership as a woman of color
  • 17:38 – Practical ways to build psychological safety
  • 20:19 – Diagnosing when something feels “off” in relationships

Memorable Quotes

“What looks like a communication problem is often a values problem hiding underneath.”

“Your values have a shadow side—when overused, they can actually pull you out of alignment.”

“Accountability isn’t just about results—it’s about the impact of how you show up.”

Where to Connect with Aiko Bethea

John Jantsch (00:01.848)

What if the reason your team can’t have hard conversations with you, with each other, with clients isn’t a communication problem, but a values problem hiding underneath one? Hello and welcome to another episode of the Duck Tape Marketing Podcast. This is John Jantsch. My guest today is Aiko Bethea. She’s the founder and CEO of Rare Coaching and Consulting, an executive coach to Fortune 100 companies and nonprofits and the author.

of a book we’re going to talk about today, Anchored, Aligned, Accountable, a framework for transcending bullshit and transforming our lives and work with a forward by Brene Brown. She’s a former director of at the Bill and Melinda Gates Foundation and a Dare to Lead certified facilitator. So Iko, welcome to the show.

Aiko (00:50.733)

Hi, thanks for having me, John.

John Jantsch (00:52.352)

So, you know, these books, they’ve become really popular now that have curse words in the title. You know, that’s kind of a new thing. And then you put these, you know, you don’t want to have the full word. So you put the little aster, or the, what do we call that? An asterisk in there. So how are we supposed to pronounce that when it has the asterisk in it? I just went, blew through it and said the real word, but I always find that funny.

Aiko (00:56.995)

Ha ha ha!

Aiko (01:05.953)

Asterisk. huh. You’re right.

Aiko (01:15.257)

Well, one, I think you said it perfectly. When I’m with audiences, oftentimes maybe I’ll say BS instead, but you were perfect.

John Jantsch (01:17.006)

Hahaha

John Jantsch (01:21.678)

Yeah, yeah, yeah, yeah. So you have worked with major institutions, Fortune 500 companies mentioned earlier, the Gates Foundation. Now you’re working with businesses of all sizes, really. What did you see inside those bigger organizations that made you want to build a framework for something, I don’t know, some people might see as unglamorous, like self leadership?

Aiko (01:46.979)

Yeah, I would say that the same thing I saw within organizations when I was supporting them with their culture reflected what I saw in the leaders at all levels. So not just the C-suite that I work with, but also folks who might be entry level. And it was this, what could have been built for them is knowing who they are and who they want to be as a leader.

versus always looking for external validation, second guessing themselves based on whichever way the wind was blowing. Is my boss glad today? Are they in a bad mood? Who do I need to be? Did I get an argument with my partner today? What is the news saying? I remember that voice of my grandmother that was saying X, and Z, but supporting them and getting right back to their own grounding of who is it that they want to be and to have that intrinsic motivation.

versus going any way which the wind blows and feeling insecure or unsupported.

John Jantsch (02:46.158)

When you, we already mentioned the BS in the subtitle, was there a pattern that you were actually naming when you chose that for your framing?

Aiko (02:56.341)

Absolutely. We say the framework itself is very simplistic. The framework for self leadership at home or at work is being anchored into your values, aligned in terms of your actions, aligning with those values, and then being accountable for whatever that impact might be as well. And I would say that just with that alone, it helps people to come back to the forefront. And I had to think about what gets in the way of somebody actually practicing this framework.

And it’s what I call the BS. So they could be the things in terms of we all have a community or family of origin, this belief that you need to always be producing to earn your worth, a belief of perfectionism or scarcity, which is like, hey, there’s only enough of juice to go around, right? Or here comes John being hired, so I need to either sabotage him or keep one upping him versus thinking there’s enough of space for everyone.

And once I go into scarcity, it completely goes, it’s like the cousin of catastrophizing. Because once I realize, man, John’s a new guy on the block, he’s gonna, there’s only space for one of us. And I think, wow, you’re doing so well and you’re outshining me. Next thing I do is I see that I’m gonna be fired. I’m not gonna be able to pay my bills. We’re gonna be homeless. It happens like in a second. So the BS is really all of these things that…

we default to and may not always even recognize where they’re coming from, but they stop us from being able to be anchored, aligned, and accountable.

John Jantsch (04:28.718)

I love that talking about that because so many people, it’s it’s cliche, but it’s from childhood, right? A lot of the stuff that we carry around. I have nine siblings, so there were 10 children in my family. And so I should have a scarcity mentality, right? But my mom was always, her big thing was up, there’s always room for one more. There’s always room for one more.

Aiko (04:40.126)

woah.

Aiko (04:48.471)

I love that, yes.

John Jantsch (04:49.0)

And, and, and I think that that just really, you know, I feel like I do have that, like, Hey, I have no competitors. There’s like the world’s this big place, you know? And so, so it is funny that we do carry that into however we show up.

Aiko (05:02.095)

And that’s a beautiful gift that your mom gave you. That’s a great gift.

John Jantsch (05:03.662)

So there’s a, mean, you’re talking about being anchored in values. think a lot of business owners would say, well, yeah, I bring my values to it. My business is all about what I believe and what I value. So what’s the difference between having those values and actually, in your words, being anchored in?

Aiko (05:25.155)

Yeah, so I could probably show you better than I could tell you. So I start off with asking people just top two values, because once you get to four, five, and six, it’s just dilution. So John, what would you say one of your top values is? What is your top two?

John Jantsch (05:38.51)

top values? Well, I kind of shared one of them, I think that abundance, you know, is that the world’s an abundant place is certainly one of them. And then I would like to say also kindness that, you know, that that that’s something that’s hard to in practice when you’re especially as a business owner, when you’re forced with like people punching you, or it feels like it. But I would say those those are pretty high.

Aiko (06:04.269)

Yeah, yes. So when you’re in an abundance in that value, what are you doing? You kind of told us a little bit, but just say a couple of actions.

John Jantsch (06:15.086)

One, as I said, know, really certainly not viewing in the business context, not viewing people as competitors, but really viewing people as as collaborators, know, partners more often, regardless of how the world might label them.

Aiko (06:30.957)

Lovely and then kindness. What does that look like? What are you doing?

John Jantsch (06:34.774)

Well, probably starts with words, know, really choosing words carefully and not, you know, not letting like the fact that I’m stressed out about a deadline or something of impact, how I maybe show up in a meeting before that or something.

Aiko (06:49.495)

Yes, so have this degree of intentionality about what you say and maybe there are these behaviors that sounds like you maybe even pause before you say or do something. So one of your. You do I want to let you know.

John Jantsch (06:58.582)

I sound like a really good person, don’t I?

Aiko (07:04.597)

And if we go back to your question that you asked, you said, why does it get in the way in terms of people being able to be anchored in their values? And because your values are so lovely, I’m going to take a different turn on this of what could get in the way of that is that our values also have a shadow side, like when we over index on them. And so it might be, John, that there’s somebody who, let’s just say your business, you have somebody who is, you know, perpetually coming in late, leaving early.

John Jantsch (07:09.272)

Yeah.

John Jantsch (07:20.642)

Hmm.

Aiko (07:34.64)

something and your value is kindness so you want to you know you want to be able to not like be yelling you’re being very intentional about the words you use etc and this is not the case for you because I know that you’re a mature leader period but what might get in the way of somebody really being in that anchored in that value of kindness might be the shadow side where I’m not gonna give Bob the feedback might land really

John Jantsch (08:01.966)

Mm-hmm.

Aiko (08:03.821)

in a hard place because my value is kindness. And so I don’t want to hurt him. I also don’t want him to feel like there’s not enough space or room at the table for him. So I might not live into truly what that value of kindness is, which you’ll go to the impact. Your impact isn’t likely that you want Bob to keep underperforming. And if you keep thinking about you’d be like, the impact is I want Bob to be able to do his best.

And so we would have to look at the impact, and you’re like, well, if I don’t say anything, I’m actually not moving into my value. So that critical self-awareness and curiosity would take you to, wow, actually my value would tell me that I need to give him this feedback. And that’s the kindest I could be. Because I want the impact to be that he is able to show up and do his best work. But that shadow side can sometimes deter us from truly being in that value. And instead, we’re deflecting

John Jantsch (08:36.493)

Yeah.

Aiko (09:01.101)

or going over indexing in other ways. So that’s the other side of it.

John Jantsch (09:06.552)

Well, that’s really interesting. talk about that kind of flip side of it, because I will say that I’ve learned through trial and error that sometimes that kindness can show up in the negative and that I hate confrontation. And sometimes confrontation is necessary, but I avoid confrontation sometimes. that’s an instance where it actually having maybe that self-awareness is

Really an important understanding, isn’t

Aiko (09:37.968)

Absolutely and you’re drilling and peeling back on that value. It’s still the value of kindness, but you realize wow kindness means being able to have this impact. Helping Bob to be the best he can and helping you to be able to be honest and authentic versus just sparing somebody’s feeling and actually I’m trying to avoid conflict. So that’s how values we can live into them by being so clear about it and being clear of the impact.

John Jantsch (09:46.914)

Yeah, yeah.

Aiko (10:04.267)

Usually people don’t get to that next point of the check and balance, is, but am I having the impact I want? Wait, I’m not in alignment.

John Jantsch (10:10.413)

Yeah. Yeah. Yeah. Yeah. So I already let the self-awareness term out of the bag. I swear every leadership book that’s ever been written, I’ve had a lot of leadership authors on here. I mean, I can’t think of one leadership book that didn’t start with the need for self-awareness. If you’re going to be a leader, you have to realize all the ways that you’re sabotaging yourself or all the behaviors that aren’t coming across like you think they are. So how…

I mean, when you work with somebody who is clearly not seeing what’s obvious, you know, in a lot of cases, I mean, how do you get a business owner who believes they’re in alignment to actually see where the gap is?

Aiko (10:53.551)

Yeah, usually, and there are my coaching practices, I really do go in knowing that and believing that my clients are completely resourceful. I don’t need to tell them or direct them what to do. As a matter of fact, me telling them isn’t going to help them. Otherwise, they just read an HBR article and do what it says, right? So the idea is that intrinsic innovation so that they are living into who they want to be. So first we’d start with what impact do they want to have?

And what does that impact look like? And if the impact is not correlating, we know there’s this motivation now like, well, we’ve got to do something different. So they can notice what is actually happening in real time and name it. People don’t give me feedback. When I ask for ideas, they don’t give them to me.

When I actually try to have transparent conversations, people are quiet in the room. They always agree with me. And they’re like, but I want people to bring some tension and to be able to give me certain feedback. OK, so you’re not getting the behavior you want or the impact. What are you actually doing? How do you want it to be? How are you going to actually get that from people? What could be getting in the way? And then they might learn, wow, I found out in practically getting feedback or observing what I do is that

when you know Beth actually tries to raise her hand or say something I talk over her or I say my idea first and everyone kind of falls in. All I help them to pause to note what are they noticing how do they want it to be and now what do you need to do to get there and why is this even important to you and that’s usually when it goes to not only desired impact but what are your values and who do you want to be right.

John Jantsch (12:38.69)

Yeah, and I do think sometimes people, they can identify is the symptoms, so to speak, and not necessarily the root cause, right?

Aiko (12:46.223)

Absolutely, and that’s why that working backwards is so important because sometimes just like when you say people to ask people how do you want it to be? They may not even be able to tell you but they’re able to say this is what I don’t like and this is what I don’t want and we can work from there.

John Jantsch (13:01.688)

So one of the true, I think, challenges, but also I think necessary skills for leaders that manage individuals is accountability. In other words, somebody knowing what’s expected of them, but then you’re holding them to that. But unfortunately, I see it turns a lot of times into like, did you meet your numbers? Like that’s the old accountability measure. How do you get people to take it kind of beyond that or actually turn it into what it should be?

Aiko (13:31.0)

Yeah, we asked them, there’s a lot of different techniques we use and oftentimes in the book I talk about this thing about looking forward, looking back, looking around, and I use the example of parenting. I think about how do I want it to be and so with my kids I think about what’s the relationship I want to have with them 20 years from now, 30 years from now, and am I actually nurturing and exuding the behaviors that would lead to that.

John Jantsch (13:44.333)

Mm-hmm.

Aiko (13:56.836)

where I’m not having kids who are estranged from me, but they actually want me to be around them. And I’ve curved a lot of things I do in raising my voice to make sure that one, I’m a soft place to land. I’m a transparent, honest place to land. And I’m accountable for.

the ways that I am communicating with them or the impact I have with them. And I’m listening, et cetera. So with a business owner or something, I would want them to think about how do you want it to be X number of years from now? And it’s not going to just be, oh, I want my numbers to be here, X, Y, and Z. They want to have some type of impact in their personal life, with their employees. What type of culture do you want? And all of those things go to the how and not just the what. Not just the numbers.

but also how do I want it to be in the organization? How do I even want to feel every morning when I know I’m going into X place? And that helps them to think about behaviors and not just this transactional component of the bottom line and the numbers.

John Jantsch (14:57.326)

You have likely had to navigate some rooms differently than me. You’re an attorney, you’re a senior leader, you are a woman, you’re a woman of color. What did navigating in that way, the challenges that you uniquely faced, what did that bring you to today?

Aiko (15:17.251)

Well, a couple of things. One, and thank you for asking that question, John. It helps me to notice people in the room who might normally be treated as invisible or not seen because I’ve been on that receiving side going to argue a case as a first year attorney and people presuming that I’m the paralegal. And so I know what some of the assumptions can be and how we can jump to conclusions and it can be demoralizing for people.

John Jantsch (15:36.009)

Yeah.

Aiko (15:43.16)

And it also makes us lose a degree of connection. And that means when I go into a room, can often, I’m often thinking about who has the least amount of power in this room and how could I actually have an impact on people that I don’t want to have. So I check my stories. I check, you know, what in the room is going to accommodate people. I realized that me just coming into the room and saying, Hey Beth, team, I want you all to be fully honest with me and transparent.

without me actually naming also that I understand what the risks could be and why that might be scary for you. But I want you to trust that because of X, Y, and Z, this is what I’ll do instead. So I might tell somebody, I know that you may feel like you’re the only person who X, but I need to hear your voice. And I tell them what that value proposition is and getting this different innovation or different rigor, how it serves all of us and that I will not be throwing you under the bus for X, and Z and recognizing that vulnerability.

John Jantsch (16:12.535)

Thanks

Aiko (16:42.353)

is different for everyone. That also means when you’re on a team full of women. So one of the examples I give in the book is about a PTA meeting and there’s only one male father who comes to the meeting and they’re all women and there’s like you know 60 women and they start with the PTA president actually saying well as always there are no dads here no men and it’s the women leading the work and where does that leave him? He knows now his voice probably isn’t gonna matter. I need to tiptoe.

John Jantsch (16:56.014)

You

Aiko (17:11.617)

and somebody else, another mother comes and apologizes and says, you know what, that shouldn’t have been said. I want you to understand the context of why that was said, but it shouldn’t have been. And you have as much to add here as everybody else. And I want to hear your voice. So that proactive closing the gap when you recognize who might have more to lose or a larger risk in the room and proactively addressing it.

John Jantsch (17:38.744)

So the term psychological safety seems to be one of those that is really in the boardrooms or in the leadership circles, certainly as part of culture. A lot of my listeners, five and six person organizations, how do they kind of practically teach that to their leaders? What is a version of that look like for them?

Aiko (18:02.755)

Yeah, think probably often modeling it. And when I talk about the terms of safe space, brave space, and psychologically safe space, I say that none of those actually own the idea of power and identity, et cetera. So I’m also a business owner.

I am aware that, wow, they feel like they’re talking to the CEO. And this is somebody who who hires and fires. So this idea of one inviting not only critical thoughts or feedbacks that is critical of me in my decisions, but then when people give it to me, that’s what’s most important is how do I respond? So the idea of just the spirit of gratitude, recognizing, I know that may have felt risky for you to share that with me, but it was so important that I hear that because of X, Y, and Z.

So holding myself, one, as somebody who’s going to invite it, and then holding myself accountable when someone says, hey, that didn’t land, blah, blah, blah, blah, and saying, man, you know what? Even if I don’t agree, I’ll say, let me think about it, because I might be missing something. And I’m going to come back, and can we talk about it again?

So they know I’ve thought with it, I get a chance to sit with it and I can circle back and say, you know what, I got that wrong. And I’m so glad that you told me that. Or I might say, I’m really glad you told me that, but I don’t know if I completely agree. So let’s talk about this a little bit more. But I want them to feel heard, not to have punishment or judgment because they’ve said something that brings some tension or rigor. And to hold myself accountable first and foremost in the moment.

John Jantsch (19:40.366)

Yeah, I’ve actually heard many times that some of the healthiest teams are teams that actually can have healthy arguments or healthy conflict. It’s not personal. It’s just like, I know I have permission to say that’s BS, right? So for a person listening to this, and we’ve been primarily focused on teams, but there’s certainly client relationships that a lot of people have that this applies to. So for the person listening to this and they think, something’s really off with that, can’t really name it.

Where would you point that person first if they came to you and just with that sort of said something’s off with my relationships. I can’t really name it. What should I do first?

Aiko (20:19.575)

with my relationships with my clients.

John Jantsch (20:21.786)

clients with my team, maybe, you know, again, lot of it, I mean, parenting, you know, we’ve been talking about that. I mean, a lot of times it really all applies.

Aiko (20:31.001)

Yeah, so we dig in at that point and we ask, you know, what is it that you’re noticing or you’re feeling? And sometimes people say, I don’t even know, I just feel like the vibe is off. And yeah, so I’ll say, well, how do you want to feel? And then they can go back to whatever the moment is. I want to feel like, I don’t know, lighter. I want to feel like they can talk to me and I can talk to them. Whatever it is, they can start envisioning that.

John Jantsch (20:40.642)

Right, right, right. That’s what mean. I can’t name it.

Mm-hmm.

Aiko (21:00.719)

And then I might say, well, what do you feel is getting in the way of that now? Now they’re starting to diagnose what it could be. They may be like, I don’t know. Well, actually, X, Y, and Z, there was this weird moment where blah, blah, blah. And then we start seeing behaviors and moments. And what were you doing? What was happening? If you wanted to get to X, this delta of I want to feel lighter, I want to feel, what does that mean you might need to do differently?

And sometimes it may not be in that scenario with that person. And we go all the way back and say, tell me about a relationship that you feel like you’re in flow with and in sync and you love this relationship. And we go through where the components and characteristics of it. What do you all do? What do you not do? And then we can go back to this other one as a delta and say, OK, is any of that replicated here?

You know what, as a matter of fact, we don’t. When I see John, it’s high and by and there’s nothing else. And then we realize, wow, having that interpersonal connection is important. Or John has never told me anything that was critical of me. It’s like he always agrees. So now I realize I have to go and have a conversation and say, hey, I really want you to be able to tell me things that are difficult so I can be better. But those are ways you can diagnose it by contrast and compare.

John Jantsch (22:17.128)

Awesome. Well, I appreciate you taking a few moments to stop by the Duct Tape Marketing Podcast. Is there anywhere you would invite people to connect with you and find out more about your work as well as pick up a copy of Anchored, Aligned, and Accountable?

Aiko (22:29.837)

Yeah, there’s a few places on Instagram they can find us on at rare rare underscore coach or on LinkedIn under my name. I go with the and also our website rare coaching net.

John Jantsch (22:43.286)

Well, again, I appreciate you stopping by and hopefully we’ll run into you one of these days out there on the road.

Aiko (22:48.506)

Thank you for having me, John.