Katelyn Bourgoin - Stop Selling Courses & Start Selling These

00:59:13
https://www.youtube.com/watch?v=XJF6Lwy5Ljo

Summary

TLDRThe video features a conversation with Caitlin Burgoyne, who discusses marketing strategies aimed at being less wrong over time by quickly identifying what works through customer insights. Caitlin emphasizes the importance of the 'jobs to be done' framework which allows understanding of the core reasons behind customer purchases. She shares her transition from running a service-based business to offering educational content for marketers. Caitlin also touches on effective marketing and product development methodologies, the significance of understanding customer motives, and strategies for audience engagement, such as leveraging viral content. Her insights into business model shifts reflect a focus on scaling through educational offerings and understanding customer psychology, which can be applied to both traditional businesses and modern content creators.

Takeaways

  • 🚀 Focus on 'being less wrong faster' to optimize marketing strategies.
  • 👥 Apply the 'jobs to be done' framework to understand customer needs.
  • 🗣️ Use one-on-one interviews to gather deep customer insights.
  • 📈 Transition business models from service to educational content.
  • 💡 Highlight customer motivations over traditional demographics.
  • 🎯 Make educational content actionable rather than lengthy.
  • 📚 Scale learning offerings by focusing on outcomes.
  • 📰 Grow newsletters through engaging, viral content.
  • 🤝 Strengthen customer relationships by addressing real needs.
  • 🌟 Leverage social proof effectively in marketing strategies.

Timeline

  • 00:00:00 - 00:05:00

    The goal of marketing and business is to focus on being less wrong faster rather than always being right. This involves identifying successful strategies and stopping ineffective ones by gaining insights from customers. Following traditional innovation methods may not be practical for many businesses.

  • 00:05:00 - 00:10:00

    The episode features Caitlin Burgoyne, a creator who has founded successful companies, including an agency, a consulting company, and a professional network venture. She has learned a lot and adopted the customer research philosophy 'jobs to be done', which helps understand why customers buy. This approach is applied to the creator world, traditionally used in software and product industries.

  • 00:10:00 - 00:15:00

    Caitlin discusses her journey from freelance marketing to running an agency and then transitioning into building Vendive, a business network for women entrepreneurs. Despite initial success indicated by media attention, the company faced challenges in user retention, leading Caitlin to shift focus. She then started Customer Camp to help businesses understand their best customers' needs, using the 'jobs to be done' framework to design effective solutions and marketing strategies.

  • 00:15:00 - 00:20:00

    Reflecting on her mistakes, Caitlin realized the importance of understanding customers' real needs rather than assumptions. Despite successful user acquisition through PR and viral features, Vendive initially misidentified its users' needs, thinking they wanted skill swapping instead of networking opportunities. This insight came too late to save the company, but it informed Caitlin's future approaches.

  • 00:20:00 - 00:25:00

    Caitlin emphasizes the importance of 'jobs to be done', a theory that focuses on understanding the progress customers aim to make and their context, rather than their demographic attributes. This method shapes both product innovation and marketing strategies. She advocates for one-on-one interviews with customers to uncover real motivations, struggles, and priorities, thus crafting more compelling marketing messages.

  • 00:25:00 - 00:30:00

    The challenge for marketers is often in interpreting insights from customer interviews and making them actionable. Caitlin developed the "trigger technique" to simplify extracting and applying the most relevant insights from these interviews. This involves identifying trigger events, jobs to be done, and effective marketing messages. She illustrates this using a Barkbox example, showing how such insights can drive targeted and resonant marketing campaigns.

  • 00:30:00 - 00:35:00

    Jobs to be done analysis helps Barkbox identify its customers' triggers and needs, like new pet owners needing to keep dogs entertained. Such insights could inform targeted marketing strategies, focusing on customer circumstances (e.g., parents with new babies). This approach contrasts with traditional feature-focused marketing, illustrating how understanding customer context leads to more effective communication.

  • 00:35:00 - 00:40:00

    Caitlin explains how creators building audience-driven businesses can apply jobs to be done. Using her own business, Customer Camp, as an example, she highlights the significance of aligning products and content with customers' real jobs to be done. This includes creating actionable resources like cheat sheets rather than lengthy courses and leveraging newsletters to attract and engage the right audience.

  • 00:40:00 - 00:45:00

    Caitlin is shifting her business model to better suit marketers' challenges, focusing on delivering insights without requiring formal customer interviews. This approach supports marketers constrained by clients or teams, allowing them to independently gather insights and prove value before seeking buy-in for more comprehensive efforts.

  • 00:45:00 - 00:50:00

    In transitioning from a service-oriented to a product-oriented business model, Caitlin aims for scalable revenue without increasing headcount. She highlighted the challenges of transforming knowledge-based products into tangible outcomes and emphasized the importance of aligning solutions with customer needs, using practical deliverables like checklists to enhance customer engagement and satisfaction.

  • 00:50:00 - 00:59:13

    Caitlin scaled her newsletter by leveraging social proof and focusing on valuable, consistent content. Viral threads and recommendations significantly boosted subscriber numbers, underlining the impact of strategic content sharing and community engagement in driving audience growth. She continually seeks ways to enhance organic growth and effectively connect her offers to cater to customer needs seamlessly.

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Mind Map

Video Q&A

  • What is the main goal of marketing according to the video?

    The goal is not always to be right, but to be 'less wrong faster,' allowing rapid adjustments based on customer feedback.

  • Who is Caitlin Burgoyne?

    Caitlin Burgoyne is a creator who has built several companies, including agencies and a venture-backed startup, and focuses on customer research.

  • What is the 'jobs to be done' framework?

    It is a customer research philosophy that focuses on understanding why customers purchase and how to market to them effectively.

  • How does Caitlin view the importance of traditional marketing attributes?

    She believes traditional attributes are less important than understanding customers' goals and circumstances.

  • What strategy did Caitlin use to grow her newsletter subscribers?

    Caitlin utilized viral Twitter threads and leveraged her content to drive traffic to her newsletter.

  • What change did Caitlin make in her business model?

    She transitioned from a service-based model to a more scalable educational content approach.

  • How can marketers better understand their customers?

    By conducting one-on-one interviews to uncover the motivations, challenges, and desires of their customers.

  • What was a significant growth factor in Caitlin's Twitter following?

    Her follower count significantly increased after being recommended in a Twitter thread by Amanda Nat.

  • What is Caitlin's view on video courses for learning?

    She believes that cheat sheets or actionable content are often more effective than lengthy video courses.

  • How can job-oriented marketing strategies impact business models?

    By focusing on the desired outcomes of customers, companies can design better products and marketing strategies that align with customer needs.

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Subtitles
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  • 00:00:00
    the goal of marketing and then business
  • 00:00:01
    more broadly it's not always to be right
  • 00:00:03
    but it's to be less wrong faster that's
  • 00:00:06
    really what i think people should be
  • 00:00:07
    aiming for how can we be less wrong
  • 00:00:09
    faster so that we can figure out the
  • 00:00:11
    stuff that is working double down on
  • 00:00:13
    that stuff stop the things that aren't
  • 00:00:15
    working that takes insight from
  • 00:00:17
    customers but if you're trying to do the
  • 00:00:19
    right way what the innovation gurus
  • 00:00:21
    would tell you to do that model doesn't
  • 00:00:24
    work inside of a lot of businesses
  • 00:00:29
    [Music]
  • 00:00:34
    in this episode i talked to caitlin
  • 00:00:36
    burgoyne so caitlyn is a creator uh
  • 00:00:39
    she's built a few different companies so
  • 00:00:41
    she has uh started with an agency that
  • 00:00:43
    got really successful
  • 00:00:44
    she's done a consulting company that
  • 00:00:45
    she'd sold and then she also did a
  • 00:00:48
    professional network company sort of
  • 00:00:49
    like a linkedin for a specific
  • 00:00:50
    demographic um that was a venture-backed
  • 00:00:53
    startup so she's learned a ton over the
  • 00:00:55
    years and really that brought her to a
  • 00:00:57
    customer research philosophy called jobs
  • 00:00:59
    to be done so in this we dive into
  • 00:01:02
    how you should understand like you know
  • 00:01:04
    why your customers buy and how to market
  • 00:01:06
    and sell to them
  • 00:01:07
    through the job speed and framework we
  • 00:01:09
    apply it to the creator world
  • 00:01:11
    it's normally used most in like software
  • 00:01:14
    and more traditional products so the
  • 00:01:15
    creative world is interesting we get
  • 00:01:17
    into business models uh we get into why
  • 00:01:19
    you should be focused on selling like
  • 00:01:21
    checklists and cheat sheets and outcomes
  • 00:01:23
    rather than maybe the more traditional
  • 00:01:24
    video courses and then we also talked
  • 00:01:26
    about how she grew her newsletter to uh
  • 00:01:28
    10 000 subscribers and got to over 50
  • 00:01:30
    000 followers on twitter so it's a fun
  • 00:01:32
    episode let's dive in
  • 00:01:34
    caitlyn welcome to the show
  • 00:01:35
    thanks for having me
  • 00:01:37
    okay so i want to start with uh diving
  • 00:01:40
    into a little bit of what you did in the
  • 00:01:42
    past mainly because it informs so much
  • 00:01:44
    of what you're doing now so could you
  • 00:01:46
    talk about uh the agency that you were
  • 00:01:48
    running and then how that transformed
  • 00:01:50
    into uh running vendive
  • 00:01:52
    sure so in a past life um i started a
  • 00:01:58
    doing you know freelance marketing work
  • 00:02:00
    at 25 grew it into an agency we were
  • 00:02:02
    working with teams like holiday inn and
  • 00:02:05
    target and it was like okay this is fun
  • 00:02:07
    i'm doing all this service based work
  • 00:02:09
    but i want to build a product and market
  • 00:02:10
    it ourselves you know i want to use our
  • 00:02:12
    own skills to build growth for something
  • 00:02:14
    we're building so it's like how hard
  • 00:02:16
    could it be to do a tech company turns
  • 00:02:18
    out very very hard as many of your
  • 00:02:21
    listeners probably know um so we
  • 00:02:23
    launched vendi vindy was a business
  • 00:02:25
    network for women entrepreneurs on the
  • 00:02:27
    outside things looked like they were
  • 00:02:28
    going great you know forbes was calling
  • 00:02:30
    us the next linkedin for women on the
  • 00:02:32
    inside things were not going great um we
  • 00:02:35
    were good at acquiring users and not
  • 00:02:37
    great at figuring out how to get them to
  • 00:02:39
    stay and continue to use the product
  • 00:02:41
    so
  • 00:02:42
    with that in mind when i ended up you
  • 00:02:45
    know making a really hard decision to
  • 00:02:47
    wind down that company i was like what
  • 00:02:48
    am i going to do next what am i going to
  • 00:02:50
    be when i grow up i thought i was going
  • 00:02:51
    to be a startup founder
  • 00:02:53
    and i was lucky because i made this
  • 00:02:56
    amazing network of people who were in
  • 00:02:59
    the startup world in our region and my
  • 00:03:02
    lead vc actually came to me and said hey
  • 00:03:03
    like you guys are really good at
  • 00:03:04
    acquiring users we've got all these
  • 00:03:06
    companies who are really good at
  • 00:03:07
    building products and maybe you can help
  • 00:03:09
    them to acquire some users and we're
  • 00:03:11
    like okay good
  • 00:03:12
    uh so i'd sit down with all of these
  • 00:03:14
    teams and i'd ask them the question that
  • 00:03:16
    we as marketers need to know which is
  • 00:03:17
    like tell me about your customers and it
  • 00:03:19
    was very surprising to me how rarely i
  • 00:03:21
    could get a great answer so it was
  • 00:03:24
    sometimes like really
  • 00:03:25
    um you actually see the like leadership
  • 00:03:27
    team debating like oh you're going after
  • 00:03:29
    this audience but then somebody would
  • 00:03:31
    perk in and go well also this one
  • 00:03:33
    or one time a team member actually told
  • 00:03:36
    me that their target audience was b2b
  • 00:03:38
    companies that sold on the internet with
  • 00:03:40
    anywhere between 10 and 500 employees
  • 00:03:48
    and i love talking to you about this
  • 00:03:50
    because i know that you really
  • 00:03:51
    understand the value of starting with it
  • 00:03:54
    with a niche audience and so i saw that
  • 00:03:57
    this was a big challenge for a lot of
  • 00:03:58
    companies i knew that it was something
  • 00:03:59
    that we had we didn't struggle with
  • 00:04:01
    knowing who our audience was
  • 00:04:03
    we struggled with understanding what
  • 00:04:04
    they wanted so i was like this is
  • 00:04:05
    something i want to dig into and i want
  • 00:04:07
    to focus on and so i launched customer
  • 00:04:10
    camp um initially as you know a
  • 00:04:13
    service-based business my own
  • 00:04:14
    consultancy and then in time just
  • 00:04:17
    learned that what was really needed was
  • 00:04:18
    a lot of education on how to figure out
  • 00:04:20
    who your best customers were and how to
  • 00:04:22
    understand what they wanted and in my
  • 00:04:24
    journey to deliver that i discovered
  • 00:04:27
    jobs to be done which is an innovation
  • 00:04:29
    and growth framework i think we're going
  • 00:04:31
    to talk about a bit and that really was
  • 00:04:34
    the catalyst to
  • 00:04:36
    helping me to figure out how to design
  • 00:04:38
    some really great solutions to help
  • 00:04:40
    people with these problems and helping
  • 00:04:42
    me figure out how to create
  • 00:04:44
    our own internal marketing
  • 00:04:46
    uh assets like our newsletter our blog
  • 00:04:50
    um some other things that we're doing in
  • 00:04:52
    the future all around helping people to
  • 00:04:54
    get the right job to be done so that's
  • 00:04:56
    kind of like a little bit of the
  • 00:04:57
    backstory but if we wouldn't have made
  • 00:04:59
    so many mistakes i don't think i would
  • 00:05:00
    have landed here
  • 00:05:02
    yeah that totally makes sense okay so
  • 00:05:05
    i wanted to dive into jobs to be done
  • 00:05:06
    but before that you said uh we were
  • 00:05:08
    really good at acquiring users and i
  • 00:05:10
    think a lot of people would be like well
  • 00:05:11
    okay hold on you have to dig in on that
  • 00:05:13
    because
  • 00:05:14
    um i i'm curious what what channels
  • 00:05:16
    worked well and then uh you know what
  • 00:05:19
    you learned in the acquisition side
  • 00:05:20
    because a lot of people are struggling
  • 00:05:21
    on the acquisition side yeah absolutely
  • 00:05:23
    so uh my background is in pr so we were
  • 00:05:26
    great at pr you know we were great at
  • 00:05:28
    getting it attention getting press
  • 00:05:30
    coverage and that would lead to lots of
  • 00:05:33
    new users joining and then we had a nice
  • 00:05:34
    little kind of
  • 00:05:36
    virality built into the product when
  • 00:05:37
    you're starting out you know what other
  • 00:05:38
    women need to use this product people
  • 00:05:40
    would invite a few friends so growth was
  • 00:05:42
    fairly
  • 00:05:43
    strong in that way and we started off
  • 00:05:45
    initially with a city by city growth
  • 00:05:48
    model
  • 00:05:49
    because our intention in the beginning
  • 00:05:52
    which ended up shifting was to have a
  • 00:05:55
    kind of like a service exchange part of
  • 00:05:57
    the network and so we started off with a
  • 00:05:59
    city by city and so we get a lot of kind
  • 00:06:01
    of word of mouth within these small
  • 00:06:03
    communities we'd find the facebook
  • 00:06:05
    groups that these people might have been
  • 00:06:06
    hanging out in we find the organizations
  • 00:06:08
    that they might be affiliated with and
  • 00:06:10
    we'd partner with those organizations or
  • 00:06:12
    we'd be active in those groups so really
  • 00:06:14
    it was a lot of
  • 00:06:16
    working to generate word of mouth and
  • 00:06:18
    then building in that kind of viral
  • 00:06:21
    like sign up so that we would get a
  • 00:06:23
    couple of people every time one new user
  • 00:06:25
    signed up still we had a wrong problem
  • 00:06:27
    getting those users to come back because
  • 00:06:29
    we didn't build the right solution
  • 00:06:31
    because we weren't really
  • 00:06:32
    we at the time i didn't have the
  • 00:06:34
    language to describe this but we weren't
  • 00:06:35
    focused on the right jobs and
  • 00:06:38
    we were kind of
  • 00:06:40
    building out what we thought might be
  • 00:06:41
    cool versus really understanding what
  • 00:06:43
    people needed
  • 00:06:45
    yeah so what um
  • 00:06:47
    what were the jobs you were focused on
  • 00:06:49
    would you it sounds like didn't know or
  • 00:06:50
    use that language at the time no i mean
  • 00:06:52
    i thought when we started out like to
  • 00:06:56
    kind of go back a little bit in the
  • 00:06:58
    story it started as a as a skill
  • 00:07:00
    swapping network for um
  • 00:07:02
    people more broadly and then i did what
  • 00:07:04
    you're told to do when you're starting a
  • 00:07:06
    new company and you go through an
  • 00:07:07
    accelerator program they say go out and
  • 00:07:09
    do customer discovery and i had no idea
  • 00:07:11
    what that meant or how to do it well so
  • 00:07:12
    what i did was talk to 300 people and
  • 00:07:15
    showed them what we were building and
  • 00:07:16
    asked them what they thought which as it
  • 00:07:18
    turns out is not the way to do it at all
  • 00:07:20
    which is why i'm so passionate about
  • 00:07:22
    teaching what we do now but of course
  • 00:07:24
    what happened when i would do that is i
  • 00:07:25
    get oh that's so cool and like you know
  • 00:07:27
    like i'm already kind of doing this in
  • 00:07:29
    this way and like what i saw a pattern
  • 00:07:32
    was it seemed to be that women were
  • 00:07:35
    really more excited about this and they
  • 00:07:37
    said that you know we're already i'm
  • 00:07:38
    already skill shopping in this way you
  • 00:07:40
    know i do my friend's nails and she does
  • 00:07:42
    my accounting and like so i was seeing
  • 00:07:44
    that this trend would be happening with
  • 00:07:45
    women at the time and i think this is
  • 00:07:48
    probably still true although i don't
  • 00:07:49
    have the data on it now because it's not
  • 00:07:51
    as relevant to what i'm doing but at the
  • 00:07:53
    time women were starting businesses at
  • 00:07:55
    the fastest rate in history so i was
  • 00:07:56
    like okay we're going to focus on
  • 00:07:58
    building a skill swapping platform for
  • 00:07:59
    women specifically and i thought that
  • 00:08:01
    the job if i
  • 00:08:03
    didn't have that language to describe at
  • 00:08:04
    the time but i thought it was about you
  • 00:08:05
    know swapping skills to get the skills
  • 00:08:07
    you needed to grow your business when
  • 00:08:09
    you're in the early stage
  • 00:08:10
    and we launched with kind of that model
  • 00:08:14
    in mind
  • 00:08:15
    and
  • 00:08:16
    with
  • 00:08:18
    within like a matter of a year and a
  • 00:08:19
    half
  • 00:08:20
    pivoted because it was like okay what's
  • 00:08:22
    really what they really want here
  • 00:08:24
    they're coming
  • 00:08:25
    yeah the promise of being able to
  • 00:08:27
    deliver services grow their kind of
  • 00:08:28
    experience grow their network but really
  • 00:08:30
    what they're looking for is to
  • 00:08:33
    build a network of people who might be
  • 00:08:35
    customers for them clients up there and
  • 00:08:37
    so it's like well we need to give them a
  • 00:08:39
    platform where they can showcase their
  • 00:08:41
    expertise and
  • 00:08:43
    that's when the the um product took a
  • 00:08:46
    bit of a pivot um
  • 00:08:48
    and that pivot we never we we're kind of
  • 00:08:51
    like just gasping for air with just a
  • 00:08:53
    little bit of like runway left at the
  • 00:08:55
    time that we decided to make that pivot
  • 00:08:57
    but the thing that i learned
  • 00:08:59
    that led to that pivot was like okay
  • 00:09:01
    like skill swapping is not actually what
  • 00:09:03
    they want what they want is to
  • 00:09:06
    connect with people who could be clients
  • 00:09:08
    and because they don't have a lot of
  • 00:09:09
    experience yet they want to be able to
  • 00:09:11
    offer something of value so that they
  • 00:09:13
    can get get that experience but in
  • 00:09:16
    you know with the end goal of growing a
  • 00:09:17
    business and getting paying customers
  • 00:09:20
    and so that's what led to the pivot but
  • 00:09:22
    again i didn't have the language to
  • 00:09:24
    understand what it was they really
  • 00:09:27
    wanted it was like well they want to
  • 00:09:28
    kind of showcase their expertise so like
  • 00:09:30
    maybe we can start like a network that
  • 00:09:32
    allows them to do that or in credibility
  • 00:09:33
    and points within a system they get more
  • 00:09:35
    visibility because of that like i was
  • 00:09:37
    thinking all around like the features
  • 00:09:39
    and like what might be needed but not
  • 00:09:42
    really understanding the right solution
  • 00:09:44
    to solve for which was this idea of like
  • 00:09:47
    going back now it's like what they
  • 00:09:49
    really wanted was to
  • 00:09:52
    be able to with within the beginning of
  • 00:09:55
    their entrepreneurial journey to have
  • 00:09:58
    to have credibility and there was a
  • 00:10:00
    million we could have delivered on that
  • 00:10:02
    that was not what we built
  • 00:10:04
    yeah it's so
  • 00:10:06
    interesting especially when you have
  • 00:10:07
    experience in the market uh in some way
  • 00:10:09
    right like a lot of what i've built is
  • 00:10:11
    based on my own experience and you know
  • 00:10:14
    what i wanted but
  • 00:10:16
    i've realized for me at some point that
  • 00:10:18
    only takes you so far right and then
  • 00:10:20
    another transition that i made for
  • 00:10:22
    example was like being a creator to
  • 00:10:24
    being a software founder and i'm like
  • 00:10:26
    okay let me make software for me as a
  • 00:10:29
    creator and then you get to the point
  • 00:10:31
    where you're like wait actually
  • 00:10:33
    i'm like i've like stretched out this
  • 00:10:34
    creator experience as much as i can and
  • 00:10:36
    i actually have to go back out and do
  • 00:10:38
    all of this user research and like i can
  • 00:10:41
    no longer just rely on like my
  • 00:10:42
    experience because now it's like eight
  • 00:10:44
    years old you know or that kind of thing
  • 00:10:46
    so often we start with
  • 00:10:48
    one idea of how it's going to go and
  • 00:10:50
    then we and we have these ideas and you
  • 00:10:52
    like kind of milk it for all that it's
  • 00:10:53
    worth and then realize wait i don't
  • 00:10:55
    actually know how to do
  • 00:10:57
    user research i don't know like i don't
  • 00:10:58
    understand jobs to be done
  • 00:11:00
    um
  • 00:11:01
    so yeah it's a fascinating uh a
  • 00:11:03
    fascinating problem that i think i'm
  • 00:11:05
    living right now well i think the thing
  • 00:11:07
    that the biggest thing so jobs to be
  • 00:11:10
    done if we want to kind of do we want to
  • 00:11:11
    get into job a little bit let's do it
  • 00:11:14
    okay
  • 00:11:15
    so jobs to be done is this amazing
  • 00:11:18
    and challenging um
  • 00:11:21
    i would say that it's it's like the
  • 00:11:23
    people who are behind it would call it a
  • 00:11:24
    theory and it's a theory for what drives
  • 00:11:26
    people to buy and essentially the idea
  • 00:11:28
    is that for a long time we as marketers
  • 00:11:31
    and also people who are innovating and
  • 00:11:32
    trying to build new products we would
  • 00:11:34
    think about people from
  • 00:11:36
    a kind of like attribute perspective we
  • 00:11:38
    think about like you know they share
  • 00:11:40
    these common attributes like maybe
  • 00:11:41
    they're all women they're 36 they live
  • 00:11:43
    in this particular city and we would
  • 00:11:44
    think that's what it meant to understand
  • 00:11:46
    our customers but the attributes that a
  • 00:11:49
    person has or your buyer perspective
  • 00:11:51
    buyer has it really doesn't matter what
  • 00:11:53
    matters is what are they trying to
  • 00:11:55
    achieve and what's the circumstances and
  • 00:11:58
    what other solutions have they
  • 00:11:59
    considered or tried and why didn't those
  • 00:12:01
    work for them and why is what you're
  • 00:12:02
    doing better and
  • 00:12:04
    really the what they came up with is
  • 00:12:06
    it's like people seek out products
  • 00:12:09
    because they're trying to make progress
  • 00:12:10
    in their lives they have a specific job
  • 00:12:12
    they're trying to get done and they
  • 00:12:14
    essentially hire products or service
  • 00:12:16
    providers to help them do that job and
  • 00:12:19
    there's particular criteria that matters
  • 00:12:20
    to them and so when you stop focusing on
  • 00:12:24
    the person and start focusing on the
  • 00:12:26
    progress that they're trying to make and
  • 00:12:28
    the struggle that they're having and
  • 00:12:30
    making that progress you start to see
  • 00:12:33
    the
  • 00:12:34
    context of their situation with a lot
  • 00:12:35
    more richness and nuance and then you
  • 00:12:37
    can decide
  • 00:12:39
    you know these people have this
  • 00:12:41
    particular challenge and we maybe we can
  • 00:12:43
    help those people or
  • 00:12:45
    we're hearing you know we're hearing
  • 00:12:46
    different things from people that look
  • 00:12:48
    like this and maybe that's a solution we
  • 00:12:49
    can solve better and so really it's when
  • 00:12:53
    you understand the job they're trying to
  • 00:12:55
    get done and the circumstances that
  • 00:12:57
    surround it can help you to figure out
  • 00:12:59
    where you as a product company can can
  • 00:13:03
    innovate but it can also from a
  • 00:13:04
    marketing perspective be incredibly
  • 00:13:06
    powerful and from a marketing
  • 00:13:07
    perspective the tool
  • 00:13:09
    that i learned that changed the way that
  • 00:13:12
    i thought about marketing and changed
  • 00:13:13
    the way that i approached marketing is
  • 00:13:16
    this interview a one-on-one interview
  • 00:13:18
    with somebody who has bought your
  • 00:13:19
    solution
  • 00:13:20
    if you're new to the market it could be
  • 00:13:21
    somebody who's bought a competitor's
  • 00:13:22
    solution but really what you're trying
  • 00:13:24
    to do is you're not trying to ask them
  • 00:13:26
    about their experience with your
  • 00:13:27
    solution like you can get there you can
  • 00:13:29
    spend some time there but what you're
  • 00:13:31
    really trying to understand is what was
  • 00:13:33
    happening in their world that led them
  • 00:13:36
    to seeking a new solution in the first
  • 00:13:38
    place what other things did they try
  • 00:13:41
    what other things did they consider why
  • 00:13:42
    did they choose the thing that they
  • 00:13:44
    chose and in getting them to tell you
  • 00:13:47
    their story and really digging in on
  • 00:13:49
    all of the nuanced details you can start
  • 00:13:52
    to get this really clear picture around
  • 00:13:54
    what matters to a buyer what pains
  • 00:13:56
    they're having with other solutions one
  • 00:13:57
    of their selfish desires like how do
  • 00:13:59
    they see their life actually being
  • 00:14:01
    better and them being better and that
  • 00:14:04
    can lead to just such
  • 00:14:06
    more compelling and
  • 00:14:09
    like
  • 00:14:10
    marketing that really resonates compared
  • 00:14:12
    to this kind of more high level stuff
  • 00:14:14
    and so
  • 00:14:16
    the tool of the one-on-one interview
  • 00:14:18
    it's the thing that for me
  • 00:14:20
    marketers are rarely doing and it's so
  • 00:14:22
    powerful when it comes to understanding
  • 00:14:24
    how to be more effective in your
  • 00:14:25
    marketing
  • 00:14:26
    yeah i i love that and
  • 00:14:28
    you learn so much from it i mean it's
  • 00:14:30
    true in in both sales and
  • 00:14:32
    you know customer research like we all
  • 00:14:34
    want to sit behind you know an email or
  • 00:14:37
    a survey or you know any of these things
  • 00:14:39
    so it's like oh let me reach people at
  • 00:14:41
    scale let me um
  • 00:14:43
    you know not have to get on calls no one
  • 00:14:45
    wants to get you know any of these
  • 00:14:46
    things right and then you realize like
  • 00:14:48
    oh no if i actually talk to people and
  • 00:14:50
    ask them directly
  • 00:14:52
    and go beyond the questions actually go
  • 00:14:54
    beyond that's the wrong idea it's gonna
  • 00:14:55
    say go beyond the questions of like
  • 00:14:57
    would you like this would you buy this
  • 00:14:59
    and it's like no no scrap those entirely
  • 00:15:02
    and
  • 00:15:03
    and start in a you know in a different
  • 00:15:05
    way
  • 00:15:05
    i'd be curious to hear uh an example
  • 00:15:08
    like is there one that comes to mind of
  • 00:15:11
    either some interviews that you've done
  • 00:15:12
    and a pivot
  • 00:15:14
    yeah well you've brought up a really
  • 00:15:15
    good point around
  • 00:15:16
    you know marketers are often afraid to
  • 00:15:18
    do this and in my experience teaching
  • 00:15:21
    this to as many you know thousands of
  • 00:15:23
    students at this point and understanding
  • 00:15:25
    where the hang-ups are like the
  • 00:15:27
    oftentimes people will do this interview
  • 00:15:30
    and they will just be like whoa blown
  • 00:15:32
    away so much great insight but they're
  • 00:15:33
    not sure what to action first how to
  • 00:15:35
    action it they're not sure what
  • 00:15:37
    information necessarily
  • 00:15:39
    really matters and how to share any of
  • 00:15:41
    that with other people on their team
  • 00:15:42
    that could benefit from it and so i
  • 00:15:45
    created a kind of complementary
  • 00:15:47
    framework to jobs to be done which is
  • 00:15:49
    called the trigger technique which
  • 00:15:50
    essentially helps people to
  • 00:15:52
    gather from a qualitative conversation
  • 00:15:55
    you know an interview with a customer
  • 00:15:56
    the kind of four pieces that really
  • 00:15:58
    matter and how to use those to design
  • 00:16:02
    marketing campaigns and ideas and
  • 00:16:04
    because there was this missing piece in
  • 00:16:06
    my experience it was like you can go out
  • 00:16:08
    and you can have these conversations but
  • 00:16:10
    you still need to be able to distill
  • 00:16:11
    that down to the most important bits and
  • 00:16:14
    then you still be able to think about
  • 00:16:15
    well how do i actually make those
  • 00:16:17
    obviously actionable and that was
  • 00:16:18
    missing so
  • 00:16:20
    we can maybe include it in the show
  • 00:16:21
    notes but i've got a
  • 00:16:23
    webinar where i talk about the trigger
  • 00:16:25
    technique i've got a tweets uh thread
  • 00:16:27
    that kind of went viral talking about it
  • 00:16:29
    but what i would say is the pieces that
  • 00:16:31
    matter so the example that i gave my
  • 00:16:33
    twitter thread i talk about barkbox and
  • 00:16:35
    so i had interviewed somebody during one
  • 00:16:37
    of my workshops i do a live workshop
  • 00:16:39
    where i demonstrate an interview and i
  • 00:16:42
    get the people that are watching to
  • 00:16:44
    listen and to learn what they should be
  • 00:16:45
    listening for and the person i was
  • 00:16:47
    interviewing had recently subscribed to
  • 00:16:50
    barkbox which is a
  • 00:16:52
    subscription for dog owners it'll
  • 00:16:54
    include things like little treats and
  • 00:16:56
    toys and different odds and ends for
  • 00:16:58
    your dog and what i learned in that
  • 00:17:01
    interview with her
  • 00:17:02
    was that the trigger event well she
  • 00:17:04
    didn't realize it at the time that had
  • 00:17:06
    led her to begin the journey to
  • 00:17:08
    considering barkbox was that she they
  • 00:17:11
    had gotten a puppy he was about four
  • 00:17:13
    months old and they found out they were
  • 00:17:15
    pregnant and it was not a planned
  • 00:17:17
    pregnancy but they were very excited but
  • 00:17:19
    now it's like oh my goodness in her mind
  • 00:17:21
    she's going i have a baby already this
  • 00:17:23
    baby puppy and now i'm going to be
  • 00:17:27
    having a real baby and that was this
  • 00:17:28
    moment where the journey whether she
  • 00:17:31
    knew it or not to getting bark box began
  • 00:17:34
    and so she ended up having the baby and
  • 00:17:36
    she's home on mat leave and of course
  • 00:17:39
    her puppy is now feeling a bit envious
  • 00:17:41
    because all of this time and energy that
  • 00:17:43
    used to go into spending time with the
  • 00:17:45
    puppy
  • 00:17:46
    is now going towards this new tiny
  • 00:17:48
    little creature and so she looked at
  • 00:17:51
    different solutions to try to
  • 00:17:53
    appease the dog she started to have what
  • 00:17:55
    she called was dog mom guilt which from
  • 00:17:57
    a copywriting and marketing perspective
  • 00:17:59
    so good right the dog mom guild um and
  • 00:18:02
    so she looked at other solutions and she
  • 00:18:04
    was like well i can you know i can take
  • 00:18:06
    the dog to the park but it was winter
  • 00:18:08
    when her son was born and
  • 00:18:10
    it was cold and trying to get the baby
  • 00:18:12
    in the car and the dog in the car and
  • 00:18:14
    like get off the dog
  • 00:18:16
    getting a baby in a snowsuit a lot of
  • 00:18:17
    work right not a good solution she's
  • 00:18:20
    like well i can take the dog for walks
  • 00:18:21
    around the neighborhood again stroller
  • 00:18:23
    one hand dog that's pulling you in the
  • 00:18:25
    other hand something's gonna give and
  • 00:18:26
    she didn't want it to be either of them
  • 00:18:28
    so that solution wasn't working well and
  • 00:18:31
    so she actually got her brother to bring
  • 00:18:33
    over his dog thinking that i'll put them
  • 00:18:35
    in the backyard and they'll play
  • 00:18:36
    together and at least the dog will get
  • 00:18:38
    some satisfaction double the work not a
  • 00:18:40
    good solution and ultimately she saw a
  • 00:18:44
    friend
  • 00:18:45
    post something about dog about barkbox
  • 00:18:48
    on instagram and she reached out and
  • 00:18:50
    asked that first what they thought and
  • 00:18:52
    her goal really the job she was trying
  • 00:18:55
    to get done was she wanted to keep the
  • 00:18:58
    dog happy and occupied while she was
  • 00:19:01
    busy with other things right that was
  • 00:19:02
    the job to be done
  • 00:19:04
    from a marketing perspective okay so you
  • 00:19:06
    know what the trigger event is right she
  • 00:19:08
    had a young child now a baby and she's
  • 00:19:11
    got this dog at home you know what she's
  • 00:19:12
    trying to get done well you can
  • 00:19:14
    triangulate those things like well who
  • 00:19:15
    could be the target buyers right well
  • 00:19:17
    obviously people with young children and
  • 00:19:20
    dogs that's a good trigger event right
  • 00:19:23
    um and then you think about the what she
  • 00:19:26
    was trying to achieve well she really
  • 00:19:28
    wanted to distract the dog right so how
  • 00:19:30
    cool would it be for a company like
  • 00:19:31
    barkbox to create an introductory offer
  • 00:19:34
    where sign up for three months and get
  • 00:19:35
    the doggy distraction box for free right
  • 00:19:38
    um so there's all these now you can
  • 00:19:41
    think about who we target well don't
  • 00:19:43
    target like there's they're obviously
  • 00:19:44
    probably thinking about all of the the
  • 00:19:46
    dog influencers what about the mommy
  • 00:19:49
    influencers who all of these new moms
  • 00:19:51
    are following who are trying to learn
  • 00:19:53
    about sleep training their baby and all
  • 00:19:54
    these other things those people probably
  • 00:19:56
    have dogs too and imagine if they were
  • 00:19:58
    to do a
  • 00:19:59
    a
  • 00:20:00
    you know sponsored post around relieving
  • 00:20:02
    their dog mom guilt and how great it
  • 00:20:04
    felt to be able to
  • 00:20:06
    you know take away that dogma guilt
  • 00:20:08
    right in your target audience right
  • 00:20:10
    so
  • 00:20:11
    one interview when you're pulling out
  • 00:20:13
    the layers and the pieces that really
  • 00:20:14
    matter are really compelling but also
  • 00:20:17
    this is what makes jobs to be done so
  • 00:20:18
    great when you think about the job as
  • 00:20:21
    you know help me to keep my dog happy
  • 00:20:23
    and occupied while i'm busy with other
  • 00:20:25
    things well what else happened in the
  • 00:20:28
    last two years where suddenly everyone
  • 00:20:30
    was home and dogs were home and they
  • 00:20:33
    were confused because now they're busy
  • 00:20:35
    with other things you're not giving me
  • 00:20:36
    the attention and you're sitting here in
  • 00:20:38
    front of me all day long right like that
  • 00:20:40
    dog mom guilt that same language works
  • 00:20:44
    whether you have a new baby that's
  • 00:20:45
    distracting you or whether you're now
  • 00:20:47
    suddenly working from home and your
  • 00:20:50
    dog's not getting to go out as much
  • 00:20:51
    because walks are regulated in your city
  • 00:20:54
    which is true in a lot of cities think
  • 00:20:55
    about all the people that were in that
  • 00:20:58
    had that new trigger event that new job
  • 00:21:00
    to be done so like when you start
  • 00:21:02
    thinking about these stories
  • 00:21:04
    you can kind of extrapolate beyond there
  • 00:21:07
    and start to really see opportunities to
  • 00:21:10
    be really targeted with your marketing
  • 00:21:12
    and messaging and
  • 00:21:14
    when you look at what dark uh barkbox is
  • 00:21:16
    doing i'm not a consultant for them i
  • 00:21:18
    haven't done work with them they're not
  • 00:21:20
    capturing these opportunities they're
  • 00:21:22
    talking about here's you know here's how
  • 00:21:24
    strong our toys are and you know here's
  • 00:21:27
    how delicious our chewy things are and
  • 00:21:29
    they're not they're talking a lot about
  • 00:21:30
    the product they're not seeing the
  • 00:21:32
    bigger opportunity which is to really
  • 00:21:35
    understand why people are buying their
  • 00:21:36
    product in the first place and how to
  • 00:21:38
    get in front of those people with a
  • 00:21:39
    compelling offer so you can learn a lot
  • 00:21:41
    from even one interview when it's done
  • 00:21:43
    well
  • 00:21:44
    yeah i mean i just see that so often of
  • 00:21:46
    companies talking about the features of
  • 00:21:48
    their product right that's exactly how
  • 00:21:50
    strong their chew toys are or something
  • 00:21:52
    else whereas really no one cares how
  • 00:21:54
    strong the chew toy is
  • 00:21:55
    they care about how long it keeps the
  • 00:21:57
    dog entertained 100
  • 00:21:59
    so imagine the language you can shift
  • 00:22:02
    right so it's like hours of doggy
  • 00:22:04
    entertainment instead of you know
  • 00:22:07
    really strong durable toys that doesn't
  • 00:22:09
    matter hours of doggie entertainment is
  • 00:22:11
    what matters
  • 00:22:13
    yeah that's good okay so there's if we
  • 00:22:16
    think about who often listens to the
  • 00:22:17
    show right we uh i definitely have some
  • 00:22:20
    you know software founders and people
  • 00:22:21
    like that who may have heard of jobs be
  • 00:22:23
    done before um but there's also you know
  • 00:22:25
    the whole community who are building
  • 00:22:27
    like creator-focused businesses um
  • 00:22:29
    you know like they have their own email
  • 00:22:31
    list maybe it's 10 000 20 000
  • 00:22:32
    subscribers
  • 00:22:34
    and they you know usually aren't
  • 00:22:36
    monetizing one product in the same way
  • 00:22:38
    of like oh barkbox or convertkit or
  • 00:22:41
    intercom right uh might be but it's much
  • 00:22:44
    more of you know how can i build an
  • 00:22:46
    audience you know grow it on twitter and
  • 00:22:49
    email and instagram um and then sell a
  • 00:22:51
    range of products usually courses it
  • 00:22:53
    might be coaching it might be um
  • 00:22:56
    you know ebooks a whole bunch of
  • 00:22:58
    different things i'd be curious how you
  • 00:23:00
    would adapt or how you would encourage
  • 00:23:02
    these types of creators to think about
  • 00:23:04
    jobs to be done as they're
  • 00:23:07
    you know turning what started as you
  • 00:23:09
    know maybe a simple newsletter into like
  • 00:23:11
    a thriving business
  • 00:23:12
    absolutely so i can use my own business
  • 00:23:14
    as an example because this is the style
  • 00:23:16
    of business we have so
  • 00:23:17
    customer camp at our core weird training
  • 00:23:19
    company we have a few um products that
  • 00:23:22
    are available to the general public and
  • 00:23:25
    we are in the process of launching a new
  • 00:23:27
    uh course uh prior to
  • 00:23:30
    uh near the beginning of i i myself
  • 00:23:32
    recently had a baby and that triggered
  • 00:23:34
    me to make suggestions thank you um so
  • 00:23:37
    i'm making some changes in my business
  • 00:23:39
    i'm working on something new but prior
  • 00:23:41
    to that my
  • 00:23:43
    primary customers were accelerators um
  • 00:23:46
    and incubators and business support
  • 00:23:48
    organizations and they would hire me to
  • 00:23:50
    come and deliver live training to their
  • 00:23:52
    audience but now i'm bringing more um
  • 00:23:55
    courses and
  • 00:23:56
    and resources that are available to the
  • 00:23:59
    general public so with that in mind i
  • 00:24:01
    knew that i was going to be making that
  • 00:24:02
    transition and i knew that the audience
  • 00:24:04
    that i wanted to serve were marketers
  • 00:24:06
    because in my experience in doing this
  • 00:24:08
    work and understanding
  • 00:24:10
    jobs to be done initially i actually
  • 00:24:11
    started by targeting um founders
  • 00:24:14
    founders of software products for the
  • 00:24:16
    most part and what i learned was that
  • 00:24:18
    when you are in the very early stages of
  • 00:24:20
    your product journey you think you've
  • 00:24:22
    got it all figured out right like you
  • 00:24:24
    don't you know you don't really think
  • 00:24:25
    you have to do a lot of discovery you're
  • 00:24:27
    like no i just want to focus on building
  • 00:24:29
    the product that's the exciting part for
  • 00:24:30
    me and by the time you get that product
  • 00:24:33
    to market and oftentimes realize that
  • 00:24:36
    there's not this hot demand for your
  • 00:24:38
    solution you're often
  • 00:24:41
    so busy and inundated that and like so
  • 00:24:43
    resistant to going off and doing more of
  • 00:24:45
    this work and you don't often have a lot
  • 00:24:47
    of money to pay for this work meanwhile
  • 00:24:50
    the
  • 00:24:51
    you know marketers marketers just by
  • 00:24:54
    kind of like the nature of how they work
  • 00:24:55
    they really resonated with these
  • 00:24:58
    concepts they could apply it to their
  • 00:25:00
    work so easily like and so my focus
  • 00:25:03
    became i'm going to help marketers to
  • 00:25:05
    better understand their customers
  • 00:25:06
    because then as they do like you know
  • 00:25:08
    it's the number one thing that we care
  • 00:25:09
    about as marketers is understanding the
  • 00:25:11
    buyer and a lot of the work that i was
  • 00:25:13
    doing this um
  • 00:25:15
    focus on understanding the job just
  • 00:25:17
    wasn't happening for marketers so with
  • 00:25:19
    that in mind i defined what was the job
  • 00:25:21
    we were trying to get down to customer
  • 00:25:22
    camp and ultimately what it was is we
  • 00:25:24
    help marketers to understand what
  • 00:25:26
    triggers people to buy so they can
  • 00:25:28
    market smarter and with that kind of as
  • 00:25:31
    the high level job that we're trying to
  • 00:25:32
    get done i started thinking about well
  • 00:25:35
    what solutions can we bring to the
  • 00:25:36
    market and also how can we make sure
  • 00:25:39
    that we're building an audience for
  • 00:25:40
    future solutions so the first product
  • 00:25:43
    that um we launched was a tool called
  • 00:25:46
    the clarity call cheat sheets and
  • 00:25:48
    essentially it's like a bundle of
  • 00:25:49
    documents that help you to learn how to
  • 00:25:51
    do one-on-one interviews and it's we've
  • 00:25:53
    done
  • 00:25:55
    it's been out for just a little over a
  • 00:25:57
    year now it's does great sales on its
  • 00:25:59
    own i'm not actually doing nearly enough
  • 00:26:01
    to market it but
  • 00:26:02
    it's what i love about that product and
  • 00:26:04
    the way that we designed it was i was
  • 00:26:06
    going out and i was talking to marketers
  • 00:26:07
    i'm not trying to understand why they
  • 00:26:09
    weren't doing more of this work in the
  • 00:26:10
    first place and trying to understand
  • 00:26:13
    what they would want to see from us and
  • 00:26:14
    what i learned from those interviews is
  • 00:26:16
    marketers are incredibly busy they don't
  • 00:26:17
    have a lot of time they have a
  • 00:26:21
    bias against courses because a lot of
  • 00:26:24
    times they've spent a lot of money on
  • 00:26:25
    courses that didn't deliver the outcome
  • 00:26:27
    or they just didn't have time to
  • 00:26:29
    actually do the work and so they didn't
  • 00:26:31
    get the value that they were buying and
  • 00:26:32
    so they're kind of like their course
  • 00:26:34
    budget has become very small
  • 00:26:36
    yet they still want to deliver value to
  • 00:26:38
    their clients to their teams they still
  • 00:26:40
    want to up level um but they basically
  • 00:26:43
    sat like this like no no more courses
  • 00:26:45
    budget
  • 00:26:46
    um and so i was like i'm not going to
  • 00:26:48
    build some long video based course i'm
  • 00:26:50
    going to build something they can as
  • 00:26:51
    quickly as possible take a marketer from
  • 00:26:54
    i don't know how to do a customer
  • 00:26:55
    interview to
  • 00:26:56
    i figured you know i know how to reach
  • 00:26:59
    out to the right people i know how to
  • 00:27:00
    get them to say yes i know what
  • 00:27:01
    questions to ask i know what to listen
  • 00:27:03
    for
  • 00:27:04
    all with me being able to skim as
  • 00:27:06
    opposed to having to sit down and watch
  • 00:27:08
    four or five hours of content and that
  • 00:27:11
    works really really well marketers love
  • 00:27:12
    this product they tell people about it
  • 00:27:14
    like it's it's almost every
  • 00:27:17
    week i'm getting somebody like
  • 00:27:18
    mentioning it on social telling somebody
  • 00:27:20
    else that they need to go and buy it and
  • 00:27:22
    that's really nice because then you know
  • 00:27:23
    that the the solution is delivering so
  • 00:27:26
    it's like okay so i've got this product
  • 00:27:27
    that helps people to understand their
  • 00:27:29
    customers through customer interviews so
  • 00:27:31
    what kind of people do i want to get in
  • 00:27:33
    front of right i want to get in front of
  • 00:27:34
    the kind of people who are curious about
  • 00:27:36
    buyers who want to understand their
  • 00:27:38
    buyers better and what should that what
  • 00:27:40
    should i do from a content perspective
  • 00:27:42
    to try to attract more of those people
  • 00:27:44
    and that's what led me to create our
  • 00:27:46
    newsletter
  • 00:27:47
    so i find our newsletter is this really
  • 00:27:48
    great introductory offer to the cheat
  • 00:27:51
    sheets or some of our new stuff that's
  • 00:27:52
    coming because the newsletter is all
  • 00:27:55
    about why people buy and but it's about
  • 00:27:58
    buyer psychology cognitive biases
  • 00:28:01
    heuristics
  • 00:28:02
    people in your audience have probably
  • 00:28:03
    heard of scarcity or social proof these
  • 00:28:06
    are all these cognitive biases right so
  • 00:28:08
    like i was like this is perfect because
  • 00:28:10
    there's this broader spectrum of like
  • 00:28:12
    what like you know how buying decisions
  • 00:28:14
    are made by regular people but then
  • 00:28:16
    there's the context of your audience so
  • 00:28:18
    it's like i can attract people who are
  • 00:28:20
    going to be really excited about
  • 00:28:21
    learning about buyers and they are going
  • 00:28:22
    to be excited about learning about
  • 00:28:24
    buyers in like the higher level and then
  • 00:28:26
    i can sell them on well this is great so
  • 00:28:28
    you know that scarcity works you know
  • 00:28:30
    that social proof works you know that
  • 00:28:31
    it's you know it can be valuable to come
  • 00:28:33
    first in a list of things versus in the
  • 00:28:35
    middle i can teach them all of these
  • 00:28:37
    things but you still need to talk to
  • 00:28:39
    your people you still need to understand
  • 00:28:41
    your customers specifically because they
  • 00:28:44
    are unique and the context is unique and
  • 00:28:46
    your solution is unique so there's this
  • 00:28:48
    nice bridge but it's all about that same
  • 00:28:50
    job to be done which is essentially for
  • 00:28:51
    marketers like help me to understand
  • 00:28:54
    buyers help me to understand what
  • 00:28:56
    motivates those people so that i can
  • 00:28:58
    design
  • 00:28:59
    better solutions for them i can design
  • 00:29:01
    better marketing messages i can design
  • 00:29:03
    better campaigns so like it all fits
  • 00:29:04
    under that one umbrella and what i love
  • 00:29:07
    about job speed on is like we're not a
  • 00:29:09
    company that teaches people customer
  • 00:29:10
    research if something happens in the
  • 00:29:12
    future where there's this new amazing
  • 00:29:15
    eye tracking technology that can give
  • 00:29:17
    you 90 of the answer we'll tell people
  • 00:29:20
    about that right
  • 00:29:21
    so that's kind of like our example but
  • 00:29:24
    yeah you have such a great connection to
  • 00:29:26
    the audience uh through having the
  • 00:29:28
    newsletter whereas if you you know
  • 00:29:30
    there's another world um and there's
  • 00:29:32
    other people right who teach jobs to be
  • 00:29:33
    done entirely through workshops right
  • 00:29:35
    and so their their thing is
  • 00:29:37
    um you know pay us some number of
  • 00:29:39
    thousands of dollars to come to your
  • 00:29:41
    marketing team in person and we you know
  • 00:29:43
    we will teach this technique to you
  • 00:29:45
    um
  • 00:29:46
    and that can work well it's a very
  • 00:29:48
    referral driven business um it can be
  • 00:29:50
    quite profitable uh in another world it
  • 00:29:52
    means getting on planes a lot you know
  • 00:29:54
    and that may not be uh everyone's
  • 00:29:56
    favorite thing
  • 00:29:57
    oh this is interesting i'm like getting
  • 00:29:59
    a full on like wind storm here as part
  • 00:30:02
    of the podcast
  • 00:30:05
    like windows shaking a little bit and
  • 00:30:07
    all that we'll see if the power goes out
  • 00:30:09
    um
  • 00:30:10
    so let's see what i guess thinking about
  • 00:30:12
    business models what i love about yours
  • 00:30:14
    is you've identified a really good top
  • 00:30:16
    of funnel right um actually the
  • 00:30:18
    newsletter is not even quite top funnel
  • 00:30:19
    we we can get into what what's top of
  • 00:30:21
    funnel above that right of how people
  • 00:30:24
    discover the newsletter
  • 00:30:25
    but it's this interesting trade-off uh
  • 00:30:28
    and i think a lot of creators
  • 00:30:30
    wonder about what should be free and
  • 00:30:31
    what um
  • 00:30:33
    what should be paid and so i like in
  • 00:30:35
    your model you talked about you know why
  • 00:30:37
    we buy the psychology the broad concepts
  • 00:30:40
    and all of that right that's all free
  • 00:30:42
    and that you know you're giving away a
  • 00:30:44
    ton for free and then it's like okay but
  • 00:30:46
    when it's specific to your business the
  • 00:30:49
    tactics that you need to learn about
  • 00:30:51
    your business and why your customers buy
  • 00:30:54
    that's a paid product and i think that
  • 00:30:55
    that's um a good distinction
  • 00:30:58
    can i share something with you too
  • 00:30:59
    around like so i'm working on something
  • 00:31:00
    new and again it comes back to this jobs
  • 00:31:03
    we've done you mentioned that there's
  • 00:31:04
    other jobs we done practitioners out
  • 00:31:06
    there many of whom will charge tens of
  • 00:31:08
    thousands of dollars if not hundreds of
  • 00:31:09
    thousands of dollars one of my mentors
  • 00:31:11
    it costs a hundred grand to get him
  • 00:31:13
    four or five days
  • 00:31:15
    and it's definitely worth it for
  • 00:31:17
    companies that are at the stage where it
  • 00:31:19
    makes sense to make that investment
  • 00:31:20
    because i know companies that have had
  • 00:31:22
    insane results bob newest is one of my
  • 00:31:24
    mentors and he's worked with companies
  • 00:31:26
    like intercom ford snickers like he's an
  • 00:31:29
    incredible product innovator and he's
  • 00:31:31
    one of the um pioneers of this concept
  • 00:31:34
    but the thing that i learned again about
  • 00:31:35
    the audience that i want to target what
  • 00:31:37
    makes them unique i'm not going after
  • 00:31:39
    the snickers and fords of the world
  • 00:31:41
    right i'm going after marketers who
  • 00:31:43
    typically work with early stage
  • 00:31:45
    companies that are still probably not
  • 00:31:48
    necessarily fully into the like they
  • 00:31:50
    probably don't necessarily fully have
  • 00:31:51
    product market figured out um but they
  • 00:31:53
    need to get more demand so that they can
  • 00:31:55
    work on figuring it out and most of the
  • 00:31:57
    marketers that i'm working at working
  • 00:31:58
    with and i'm going after
  • 00:32:01
    like they're getting resistance around
  • 00:32:03
    doing customer interviews they're not
  • 00:32:05
    getting access to customers they're not
  • 00:32:07
    getting access like it's hard for them
  • 00:32:09
    to sell a client on a big engagement up
  • 00:32:12
    front because the client hired them for
  • 00:32:14
    specifically they hired them to write
  • 00:32:16
    sales copy for the new landing page or
  • 00:32:17
    they hired them to design the new email
  • 00:32:19
    sequence or they hired them to do some
  • 00:32:21
    conversion rate optimization and so what
  • 00:32:23
    we're working on now knowing the
  • 00:32:24
    audience i'm going after and how their
  • 00:32:26
    needs are different than the ones that
  • 00:32:28
    maybe bob is working with is we're
  • 00:32:30
    creating something called clarity camp
  • 00:32:32
    and it essentially is scrappy research
  • 00:32:34
    techniques that you can do without
  • 00:32:35
    getting approval so it's this whole
  • 00:32:37
    concept of like don't ask for approval
  • 00:32:39
    like just go and do it and then wow the
  • 00:32:42
    [ __ ] out of your clients and team by
  • 00:32:44
    presenting back what you learn so
  • 00:32:45
    everything we're teaching them they
  • 00:32:47
    should be able to do without having to
  • 00:32:49
    ask clients or teams for the approval to
  • 00:32:52
    run surveys for the approval to
  • 00:32:53
    interview customers because that side of
  • 00:32:56
    it was really slowing them down or was
  • 00:32:57
    becoming a block that just wasn't wasn't
  • 00:33:00
    movable so it's like if i can show them
  • 00:33:02
    how to go and get a bunch of customer
  • 00:33:04
    insights using these other methods and
  • 00:33:06
    they can then show their teams the power
  • 00:33:09
    of this then they can run a few
  • 00:33:11
    experiments i call them trigger tests
  • 00:33:13
    you know test the
  • 00:33:15
    trigger events that are happening inside
  • 00:33:16
    of their buyers lives and they can show
  • 00:33:18
    value quickly which is what so
  • 00:33:21
    oftentimes marketers need to do to gain
  • 00:33:22
    trust and then are they going to be able
  • 00:33:25
    to get buying from their team for this
  • 00:33:26
    larger engagement probably right but
  • 00:33:30
    this is where they were struggling so
  • 00:33:32
    it's like i can go off and only work
  • 00:33:34
    with companies that are committed to
  • 00:33:35
    spending 30 000 with me for like a
  • 00:33:39
    customer research engagement which is
  • 00:33:40
    what i have been doing on the service
  • 00:33:41
    side
  • 00:33:42
    but that's a very small not a very small
  • 00:33:45
    number of companies but that's a very
  • 00:33:46
    particular type of business and there's
  • 00:33:48
    this whole other category of businesses
  • 00:33:50
    that can benefit so so much from this
  • 00:33:52
    and doing a bit of it is better than
  • 00:33:53
    doing none and i want to serve them so
  • 00:33:56
    it's just this kind of
  • 00:33:58
    example of when you understand who
  • 00:34:00
    you're going after and what their
  • 00:34:01
    challenges are you design the right
  • 00:34:03
    solution the right solution for the
  • 00:34:04
    marketers that i want to teach this to
  • 00:34:06
    isn't for them to try to go off and sell
  • 00:34:08
    their clients on a thirty thousand
  • 00:34:09
    dollar engagement that's not the right
  • 00:34:11
    question the solution is for them to
  • 00:34:13
    enough information about their clients
  • 00:34:14
    buyers quickly to be dangerous and to be
  • 00:34:17
    able to design some pretty great stuff
  • 00:34:19
    and then to be able to continue to kind
  • 00:34:21
    of do this iterative flow of learning
  • 00:34:23
    more about buyers as they work with
  • 00:34:24
    clients so it's a it's a different
  • 00:34:26
    output but i think that it's going to be
  • 00:34:28
    really really meaningful for the
  • 00:34:29
    audience that this doesn't exist for
  • 00:34:31
    them
  • 00:34:32
    yeah oh that's good i just think about
  • 00:34:34
    inside of convertkit you know we're a
  • 00:34:36
    70-person team uh we have all kinds of
  • 00:34:38
    things going on that we're we're working
  • 00:34:40
    on and focus on and whenever someone
  • 00:34:42
    comes to me and it's like here's this
  • 00:34:43
    idea
  • 00:34:44
    that i want to take two to three months
  • 00:34:46
    off of what i've normally been doing and
  • 00:34:48
    we're gonna go try it out and it's
  • 00:34:49
    unproven but like these articles that i
  • 00:34:51
    read on the internet said it's great
  • 00:34:53
    like that's a tough sell that's hard to
  • 00:34:55
    do
  • 00:34:56
    but if instead someone is like
  • 00:34:58
    yeah i did this five hours a week
  • 00:35:00
    without telling anyone here are the
  • 00:35:02
    results from here's what i've learned
  • 00:35:04
    and now here's what i want to do for
  • 00:35:05
    phase two and that's going to require
  • 00:35:06
    more time and money but like
  • 00:35:09
    you know here's the momentum that we
  • 00:35:10
    already have like that's an easy sell
  • 00:35:12
    and it's like oh i had no idea that was
  • 00:35:14
    happening wow it's amazing what you
  • 00:35:15
    learned like yes let's absolutely double
  • 00:35:17
    down or they're like hey i did this on
  • 00:35:18
    the side it didn't work like we move on
  • 00:35:20
    it's like okay cool so it's a very
  • 00:35:23
    different thing to pitch
  • 00:35:24
    well the thing is like what
  • 00:35:26
    in my talk with the trigger technique i
  • 00:35:28
    describe it like you know there's like
  • 00:35:29
    people are getting stalked by a hungry
  • 00:35:31
    bear and the hungry bear is like you
  • 00:35:32
    know there's if you're a venture back
  • 00:35:34
    company you've got investors that want
  • 00:35:35
    to see x number of growth and that means
  • 00:35:37
    that the ceo is stomping on everyone's
  • 00:35:39
    head saying how do we get there and if
  • 00:35:40
    you're not you still haven't have a team
  • 00:35:43
    you want more leads and like there's
  • 00:35:44
    this hungry bear that's stalking
  • 00:35:46
    marketers and marketers need to be able
  • 00:35:48
    to throw the hungry bear a hunk of meat
  • 00:35:50
    and maybe that will then buy them the
  • 00:35:52
    time to be able to go off and do a bit
  • 00:35:54
    more of this in-depth research but they
  • 00:35:55
    can't show something it's hard to gain
  • 00:35:58
    that trust and what i found about these
  • 00:36:02
    the style of interview is that or if in
  • 00:36:04
    taking you know review mining for
  • 00:36:06
    instance which is another way to learn
  • 00:36:08
    from your customers it's not as you
  • 00:36:09
    can't get us in in-depth insights but
  • 00:36:11
    going off and reading reviews that
  • 00:36:13
    people have written about your products
  • 00:36:14
    versus your competitors and digging in
  • 00:36:16
    and finding kind of like when they talk
  • 00:36:18
    about what might be trigger moments when
  • 00:36:19
    they talk about their pains with their
  • 00:36:20
    solutions like all of that stuff can get
  • 00:36:22
    you smarter right and the goal of
  • 00:36:24
    marketing and then business more broadly
  • 00:36:26
    it's not always to be right but it's to
  • 00:36:28
    be less wrong faster right and that's
  • 00:36:31
    really what i think people should be
  • 00:36:32
    aiming for how can we be less wrong
  • 00:36:34
    faster so that we can figure out the
  • 00:36:36
    stuff that is working double down on
  • 00:36:38
    that stuff stop the things that aren't
  • 00:36:41
    working and
  • 00:36:42
    that takes insight from customers but if
  • 00:36:45
    you're trying to do i what i've seen is
  • 00:36:47
    that when companies try to do it kind of
  • 00:36:49
    like the right way what the innovation
  • 00:36:51
    gurus would tell you to do
  • 00:36:53
    that model doesn't work inside of a lot
  • 00:36:55
    of
  • 00:36:56
    businesses and it's great in theory but
  • 00:36:58
    if you can't deliver it in practice then
  • 00:37:00
    it's that it's not valuable
  • 00:37:02
    yeah that's good okay i want to uh dive
  • 00:37:05
    into your business model pivot a little
  • 00:37:06
    bit going from service to um
  • 00:37:09
    you know much more productized
  • 00:37:11
    but before we do that something i want
  • 00:37:12
    to point out that you said and just to
  • 00:37:14
    reinforce is talking about cheat sheets
  • 00:37:17
    and
  • 00:37:18
    right something much more actionable and
  • 00:37:20
    tangible than of course
  • 00:37:21
    i think a lot of creators are looking
  • 00:37:24
    you know out there what's at what's
  • 00:37:25
    selling right we're in a mastermind
  • 00:37:27
    group or we're we are listening to a
  • 00:37:29
    podcast and someone's talking about a
  • 00:37:31
    course they made they're generous enough
  • 00:37:33
    to share the numbers they're like oh
  • 00:37:34
    this made fifty thousand dollars it's
  • 00:37:35
    made a hundred thousand dollars twenty
  • 00:37:37
    thousand like and it's like oh i can
  • 00:37:39
    make something like that for my audience
  • 00:37:40
    and so we end up
  • 00:37:41
    doing a lot of
  • 00:37:43
    um
  • 00:37:44
    like copying business models from
  • 00:37:45
    someone else which is it can be really
  • 00:37:47
    effective but it results in like endless
  • 00:37:50
    video courses that we've all taken you
  • 00:37:52
    know and we go through a lot of those
  • 00:37:54
    and what you were saying with cheat
  • 00:37:55
    sheets of having it be actionable
  • 00:37:59
    right because i have a course right now
  • 00:38:01
    that i'm slowly working through
  • 00:38:03
    and it is a very actionable course but
  • 00:38:05
    it's like this you know i'm putting in i
  • 00:38:07
    don't know 30 minutes every few days to
  • 00:38:09
    try to get through it um
  • 00:38:11
    and something that i've found is that
  • 00:38:13
    the actionable side of it is what really
  • 00:38:16
    uh
  • 00:38:18
    like can push people over to buy because
  • 00:38:20
    it's getting them so much closer to the
  • 00:38:21
    outcome so for example someone else i've
  • 00:38:23
    had on the show is rachel rogers who is
  • 00:38:25
    an attorney turned business coach
  • 00:38:27
    and her big hit uh as a product you know
  • 00:38:30
    when she was making that transition is
  • 00:38:33
    was something called a small business
  • 00:38:35
    bodyguard
  • 00:38:36
    which wasn't so much a course as it was
  • 00:38:39
    all of the contracts and worksheets and
  • 00:38:41
    everything else that you need to run
  • 00:38:43
    your business it was very very practical
  • 00:38:45
    and that like exploded and she sold
  • 00:38:47
    millions of dollars worth and so it just
  • 00:38:48
    made me think of what you're doing with
  • 00:38:49
    cheat sheets
  • 00:38:50
    yes so i had a um woman come through one
  • 00:38:53
    of my training like my training programs
  • 00:38:56
    and she was building something very
  • 00:38:58
    similar to rachel's small business
  • 00:39:00
    bodyguard but specifically for canada
  • 00:39:01
    because of course legal contracts vary
  • 00:39:03
    from canada to the u.s and so she was
  • 00:39:05
    trying to do this in canada and she was
  • 00:39:07
    following the model that you know the
  • 00:39:09
    course creators tell you to follow which
  • 00:39:10
    is do launches and you know like and i'm
  • 00:39:13
    like well i sat there i talked to her i
  • 00:39:15
    was like why would you do launches like
  • 00:39:17
    i'm like there are particular times
  • 00:39:19
    where people need to get these contracts
  • 00:39:21
    it's when they've launched it's when
  • 00:39:22
    they're building their product when
  • 00:39:23
    they're launching their new website and
  • 00:39:25
    they need that privacy statement i'm
  • 00:39:26
    like and they don't want to sit through
  • 00:39:28
    your video course i want to be able to
  • 00:39:30
    copy and paste that privacy statement
  • 00:39:32
    input the right things for my business
  • 00:39:34
    and put that into the footer of my
  • 00:39:35
    website that's what i want and so like
  • 00:39:38
    you making me wait to get that like
  • 00:39:40
    there's a lot of people that's not even
  • 00:39:41
    going to be top of mind for them at all
  • 00:39:42
    the trigger event has not happened right
  • 00:39:45
    and so in chatting with her but of
  • 00:39:47
    course she was
  • 00:39:48
    listening to kind of the gurus of the
  • 00:39:50
    course space which tell you to create
  • 00:39:52
    these video these signature courses and
  • 00:39:54
    they should be video based and they
  • 00:39:55
    should and you should launch them
  • 00:39:56
    because it's easier to market them when
  • 00:39:58
    you can create scarcity through a launch
  • 00:40:00
    i'm like sure maybe that's true for a
  • 00:40:02
    particular type of course but maybe you
  • 00:40:05
    shouldn't build a course at all right
  • 00:40:07
    maybe you should have downloadable
  • 00:40:08
    templates that are customizable like
  • 00:40:10
    with fill in the blanks and so i don't
  • 00:40:12
    know i haven't actually checked back
  • 00:40:13
    with her to see
  • 00:40:15
    if she
  • 00:40:15
    took that advice or not but again
  • 00:40:17
    thinking about the job to be done just
  • 00:40:19
    because you want to find a way what her
  • 00:40:21
    job to be done is is she's a lawyer who
  • 00:40:23
    doesn't want to do law she doesn't want
  • 00:40:25
    to do law in the traditional way she
  • 00:40:27
    wants to build a more scalable business
  • 00:40:28
    that gives her more time freedom and so
  • 00:40:30
    she sees the solution being of course
  • 00:40:33
    but her customers she doesn't know that
  • 00:40:34
    they don't want a course they want the
  • 00:40:36
    templates like rachel's right
  • 00:40:39
    and so this is the thing that i really
  • 00:40:42
    love about jobs we've done and for me
  • 00:40:44
    i got on this kind of like
  • 00:40:45
    um
  • 00:40:46
    horse what do they say get up on your
  • 00:40:48
    high horse like i've been talking about
  • 00:40:50
    this for a while like so many courses
  • 00:40:51
    when they talk about what you get
  • 00:40:53
    they're like seven hours of video
  • 00:40:55
    content and it's like i don't want seven
  • 00:40:57
    hours of video
  • 00:40:58
    i want you to help me to do the thing
  • 00:41:00
    i'm trying to do the fastest i can
  • 00:41:02
    possibly do it and so cxl it's funny
  • 00:41:05
    years ago when i first closed down my um
  • 00:41:07
    my startup i had this idea and i never
  • 00:41:09
    acted on it but i had this idea about
  • 00:41:11
    creating basically like workflows for
  • 00:41:13
    marketers common workflows because like
  • 00:41:15
    what they really want to know is like
  • 00:41:16
    how do i do this right the first time
  • 00:41:18
    like what are the actual steps to
  • 00:41:19
    achieving this thing and cxl recently
  • 00:41:22
    came out with these i think they call
  • 00:41:23
    them playbooks but it's like okay you
  • 00:41:25
    want to create a persona like what do
  • 00:41:27
    you need to do like what research you
  • 00:41:29
    need to do where do you go to do it who
  • 00:41:30
    do you need to talk to like and like
  • 00:41:32
    making it like a checklist as opposed to
  • 00:41:34
    let's watch this you know eight hour
  • 00:41:36
    video course on personas which cxl also
  • 00:41:38
    has by the way and i've gone through and
  • 00:41:41
    like you're listening to it on 3x speed
  • 00:41:44
    and you're like this is not helping me
  • 00:41:45
    to achieve the thing i want to achieve
  • 00:41:47
    give me a sexy template show me where to
  • 00:41:49
    go find the information how to get
  • 00:41:51
    what's going to go in it like that's
  • 00:41:53
    what people want and so i think that
  • 00:41:54
    there's
  • 00:41:55
    i'm of the belief that there's going to
  • 00:41:57
    be this
  • 00:41:59
    revolution almost in the
  • 00:42:01
    content creator world and i think that
  • 00:42:03
    the next thing that people are going to
  • 00:42:05
    want isn't necessarily going to be a
  • 00:42:07
    course where i as this person on a team
  • 00:42:09
    go and watch the course it's going to be
  • 00:42:11
    almost like a guided facilitation where
  • 00:42:14
    you allow that person to be the hero on
  • 00:42:16
    their team that can help the team to get
  • 00:42:18
    that thing done so like for instance my
  • 00:42:20
    friend april dunford has an amazing book
  • 00:42:23
    and she has on the other end this
  • 00:42:25
    incredible business where she goes off
  • 00:42:27
    and does
  • 00:42:28
    she works with teams to help them figure
  • 00:42:29
    out their positioning work and she kept
  • 00:42:30
    getting asked for a course and so she
  • 00:42:33
    has created one in in a partnership with
  • 00:42:36
    section
  • 00:42:37
    section seven i think it's scott
  • 00:42:38
    galloway's company but when her and i
  • 00:42:41
    talked most recently i was like all
  • 00:42:42
    people want from you like it's not for
  • 00:42:45
    like somebody to go and sit down and
  • 00:42:46
    watch the course people want is to
  • 00:42:48
    basically be able to have you
  • 00:42:50
    facilitate them the way you would if you
  • 00:42:52
    were there in person but you empower
  • 00:42:54
    somebody on the team to step into that
  • 00:42:55
    role with the trust
  • 00:42:57
    that this is april's method of how april
  • 00:42:59
    would approach it right so it'd almost
  • 00:43:01
    be like one of those like you know those
  • 00:43:03
    like motivational like tapes back in the
  • 00:43:05
    day like if you could have like just
  • 00:43:07
    like press play now
  • 00:43:09
    and like april could explain you know
  • 00:43:11
    here's the thought exercise that you're
  • 00:43:12
    going to do as a team and like here's
  • 00:43:14
    what you want to watch out for and
  • 00:43:15
    here's the conversation to make sure
  • 00:43:17
    that somebody's going to be the
  • 00:43:18
    moderator and this is what they need to
  • 00:43:20
    listen for go right and then you would
  • 00:43:22
    do that piece then you'd start the next
  • 00:43:24
    piece with april like and it'd be like
  • 00:43:25
    so you could have
  • 00:43:26
    basically a facilitated session without
  • 00:43:29
    her being live in the room and
  • 00:43:31
    empowering somebody like putting that
  • 00:43:33
    power to somebody else i think that
  • 00:43:34
    would be really really cool and i think
  • 00:43:36
    that oftentimes that's not what people
  • 00:43:38
    are delivering they're delivering these
  • 00:43:40
    here come and watch this long video
  • 00:43:41
    based course and then you figure out how
  • 00:43:44
    to translate this into action on your
  • 00:43:46
    team when there's more than one person
  • 00:43:48
    involved and that's
  • 00:43:49
    that's hard so i think there's probably
  • 00:43:52
    room for something new which empowers
  • 00:43:54
    somebody to be the facilitator as
  • 00:43:56
    opposed to them having to figure out all
  • 00:43:58
    those pieces on their own that's what
  • 00:43:59
    we're working on with clarity cam like
  • 00:44:02
    it's like how do we help them to go off
  • 00:44:03
    and do that research kind of scrappy and
  • 00:44:05
    secret like a vigilante on their team
  • 00:44:08
    but then most importantly how do we then
  • 00:44:10
    enable them to deliver that feed that
  • 00:44:13
    like information back to their team so
  • 00:44:14
    that they look like a badass and they
  • 00:44:15
    can sell it internally because if we
  • 00:44:17
    just teach them how to do the research
  • 00:44:18
    and we don't actually enable them to
  • 00:44:20
    then sell it internally we're not
  • 00:44:21
    helping them to get the job done
  • 00:44:23
    yep oh that's so good so i'm just
  • 00:44:25
    thinking about
  • 00:44:26
    what we're trying to do ultimately is
  • 00:44:28
    sell outcomes not knowledge right
  • 00:44:30
    courses are usually structured around
  • 00:44:32
    selling knowledge and
  • 00:44:34
    you know we're trying to sell outcomes
  • 00:44:36
    and so getting to that point where it's
  • 00:44:39
    like you know really tangible and
  • 00:44:40
    practical is a great way to stand out as
  • 00:44:42
    a creator uh one one last quick thing on
  • 00:44:45
    this is when i had my book right i still
  • 00:44:47
    have it but when i launched my book
  • 00:44:48
    authority which is about you know how to
  • 00:44:51
    write and self-publish um an e-book
  • 00:44:55
    the i had a few different packages just
  • 00:44:58
    the book and then i had one that was a
  • 00:44:59
    book and courses and all of that and the
  • 00:45:01
    most popular thing in the higher package
  • 00:45:03
    was the 90-day launch checklist and it
  • 00:45:06
    was basically 90 days out from when
  • 00:45:08
    you're going to go live here's exactly
  • 00:45:10
    what you should do every single week
  • 00:45:12
    just walking you through and everyone
  • 00:45:13
    was like
  • 00:45:15
    i'm on this package but i really like
  • 00:45:17
    the thing that would tip them over to
  • 00:45:19
    buying the higher package which was
  • 00:45:21
    double the price was this checklist like
  • 00:45:23
    of how do i take this abstract knowledge
  • 00:45:25
    and turn it into something concrete and
  • 00:45:27
    actionable that i should do on a
  • 00:45:28
    specific day so whenever you can do that
  • 00:45:30
    it's amazing
  • 00:45:31
    well i think it's a neat time because i
  • 00:45:32
    think that as course creators with a lot
  • 00:45:34
    of people in your audience being in that
  • 00:45:36
    world you're right it's not about
  • 00:45:37
    selling information and while people
  • 00:45:39
    in may know that kind of in an
  • 00:45:41
    intellectual level they often spend way
  • 00:45:44
    more time talking about why
  • 00:45:47
    and what in their courses and not
  • 00:45:49
    showing you how and not making the house
  • 00:45:51
    simple right and oftentimes including a
  • 00:45:54
    template or including a
  • 00:45:56
    you know a cheat sheet of some sort can
  • 00:45:58
    allow that person to skip 90 of you
  • 00:46:02
    talking and telling them what to do and
  • 00:46:04
    actually just start and that's what they
  • 00:46:06
    want right yeah i'm imagining i haven't
  • 00:46:08
    done this but now
  • 00:46:10
    if i were to go back into that world
  • 00:46:11
    that the way that i would do it is the
  • 00:46:13
    cheat sheet or template
  • 00:46:15
    that leads with and then any step that's
  • 00:46:18
    confusing or people might get stuck on
  • 00:46:20
    they can click on and it has a video
  • 00:46:21
    walking them through that exactly so
  • 00:46:24
    back when i closed my other company i
  • 00:46:26
    was thinking about creating this like at
  • 00:46:28
    the time i kind of envisioned creating
  • 00:46:30
    something very similar to like a notion
  • 00:46:32
    or like a coda where it was like you
  • 00:46:34
    have the checklist live inside you could
  • 00:46:36
    have like your videos you could play
  • 00:46:37
    another time like i was envisioning
  • 00:46:39
    creating this kind of like what i would
  • 00:46:40
    at the like at the time i was thinking
  • 00:46:42
    with these like
  • 00:46:43
    you know like actionable documents now
  • 00:46:45
    of course i wasn't thinking nearly as
  • 00:46:47
    big as like this is before notion came
  • 00:46:48
    out or before code came out like they
  • 00:46:50
    have this they're like oh [ __ ] you could
  • 00:46:52
    actually apply this to
  • 00:46:53
    so many use cases i was thinking into
  • 00:46:55
    this very narrow use case of like you
  • 00:46:58
    know creating workflows to teach people
  • 00:47:00
    how to do things and i was like how cool
  • 00:47:02
    would it be if you could create a
  • 00:47:03
    document where like the video and it was
  • 00:47:05
    like divided in sections and like then
  • 00:47:07
    these tools came out like oh [ __ ] like
  • 00:47:09
    you can do so much more with them than
  • 00:47:11
    this narrow use case that i had but i
  • 00:47:13
    think that that's another thing i think
  • 00:47:15
    a lot of course creators again they're
  • 00:47:16
    thinking around the course software so
  • 00:47:18
    they're like i'm going to create videos
  • 00:47:20
    i'm thinking about how do what how can i
  • 00:47:23
    reduce the number of videos that they
  • 00:47:24
    need to watch and how do i make sure
  • 00:47:27
    that they can take action as quickly as
  • 00:47:28
    possible like you said starting with the
  • 00:47:31
    the template or the output and then
  • 00:47:32
    working backwards to the content like i
  • 00:47:35
    think not enough people are doing that
  • 00:47:37
    yeah i love that okay one thing that
  • 00:47:40
    stood out in your example with your
  • 00:47:41
    friend who's the lawyer who's creating
  • 00:47:43
    that product right she had a an outcome
  • 00:47:46
    that she wanted the outcome wasn't to
  • 00:47:47
    have a course uh or you know even a
  • 00:47:50
    digital product of any kind the outcome
  • 00:47:53
    that she wanted i imagine is much more
  • 00:47:55
    control over time and not having to
  • 00:47:57
    uh like show up in a courtroom and sit
  • 00:48:01
    with clients directly or any of those
  • 00:48:02
    things that a traditional lawyer would
  • 00:48:04
    do
  • 00:48:05
    i'm curious as you switched business
  • 00:48:07
    models of going from you know the
  • 00:48:08
    service based business uh to you know
  • 00:48:11
    the cheat sheets and and uh the content
  • 00:48:13
    style of business like what what outcome
  • 00:48:15
    were you trying to create and then how
  • 00:48:17
    is that actually played out like has
  • 00:48:18
    that
  • 00:48:19
    you know how does it show up differently
  • 00:48:20
    in your life
  • 00:48:22
    so i i always knew that my goal would be
  • 00:48:25
    to
  • 00:48:26
    divorce i wanted to be able to grow
  • 00:48:27
    revenue without growing head count and
  • 00:48:30
    so
  • 00:48:31
    for me i knew that what that looked like
  • 00:48:33
    i knew that there were certain models
  • 00:48:34
    that um would allow me to do that and
  • 00:48:36
    i'm actually exploring
  • 00:48:38
    one now that i didn't anticipate which
  • 00:48:40
    is the creator model of sponsorship and
  • 00:48:43
    i've gotten sponsors for the why we buy
  • 00:48:45
    newsletter i'm talking up to
  • 00:48:47
    a potential partner that would like i've
  • 00:48:49
    got some things kind of hopping on that
  • 00:48:51
    end that i didn't foresee as an option
  • 00:48:52
    so i was trying to figure out how do i
  • 00:48:54
    grow revenue without growing headcount
  • 00:48:55
    and looking at different business models
  • 00:48:57
    so initially
  • 00:48:58
    i was doing the service work because i
  • 00:49:01
    don't think you can sell people on i
  • 00:49:03
    don't think you can create training and
  • 00:49:05
    make it as good as it deserves as your
  • 00:49:06
    audience deserves if you're not actually
  • 00:49:08
    out there doing the work every day right
  • 00:49:09
    like i was like i need to be doing this
  • 00:49:11
    work so that i'm refining my process and
  • 00:49:14
    when i teach the process i feel
  • 00:49:16
    confident that this is the process that
  • 00:49:17
    works because i've seen it work and i've
  • 00:49:19
    made it work myself i'm not just
  • 00:49:20
    researching how other people are doing
  • 00:49:22
    it and teaching people like that was to
  • 00:49:24
    me
  • 00:49:24
    um not what i wanted to do so i was like
  • 00:49:26
    i need to go off and do the service
  • 00:49:27
    based business to refine the processes
  • 00:49:29
    because that's going to allow me to make
  • 00:49:31
    sure that what i'm teaching is actually
  • 00:49:33
    useful
  • 00:49:34
    um
  • 00:49:35
    so the service-based work was for that
  • 00:49:36
    purpose um and i knew that it was going
  • 00:49:39
    to be the that my long-term goal wasn't
  • 00:49:42
    to have a service-based business where i
  • 00:49:43
    was doing the work i did envision kind
  • 00:49:45
    of like a multi-pronged business where
  • 00:49:47
    it would be like i would train marketers
  • 00:49:50
    on how to do this research using our
  • 00:49:52
    particular methods and i would have an
  • 00:49:54
    insights agency where i would have these
  • 00:49:56
    contract marketers that basically i
  • 00:49:59
    would get the leads i would get the
  • 00:50:00
    clients i would outsource the work to
  • 00:50:02
    them and that was initially because i
  • 00:50:04
    was seeing it kind of be
  • 00:50:06
    the model of like i would train
  • 00:50:07
    marketers but with the intention of i'm
  • 00:50:09
    eventually going to have this insights
  • 00:50:10
    agency where i'm going to leverage the
  • 00:50:11
    people that have been trained
  • 00:50:13
    similar to what um
  • 00:50:15
    storybrand has done so they have their
  • 00:50:17
    certified guides and then you can hire
  • 00:50:20
    you can choose to work with those people
  • 00:50:22
    or you can come to the training yourself
  • 00:50:23
    so it's looking at something like that
  • 00:50:25
    and did some soul searching and i was
  • 00:50:27
    away in italy at a retreat with a bunch
  • 00:50:29
    of other marketers and one of the people
  • 00:50:30
    there was april dunford and i was just
  • 00:50:32
    talking to her about how she's built her
  • 00:50:33
    business and she had this thing that she
  • 00:50:35
    kept saying that really stood out to me
  • 00:50:37
    when she's like if i was younger i would
  • 00:50:38
    have screwed this business up and i was
  • 00:50:40
    like what do you mean she's like well i
  • 00:50:42
    would try to like create an agency and i
  • 00:50:44
    would try to teach other people the
  • 00:50:44
    method and i would like try to scale it
  • 00:50:47
    and she's like
  • 00:50:48
    she's making an obscene amount of money
  • 00:50:49
    right now just her the only person she
  • 00:50:52
    has on her team is a va that books
  • 00:50:53
    travel for her like she has a business
  • 00:50:56
    model that most people that enter you
  • 00:50:59
    know want to build a startup or want to
  • 00:51:01
    do courses they're trying to hit the
  • 00:51:02
    revenue targets that she's already
  • 00:51:04
    hitting and she's still selling her time
  • 00:51:06
    and she's but she's doing it at such a
  • 00:51:08
    premium that she has this amazing
  • 00:51:10
    lifestyle and i was like
  • 00:51:12
    maybe i don't want to build this
  • 00:51:14
    insights agency so that's sort of what
  • 00:51:16
    has shifted gears for me i've got my
  • 00:51:19
    cheat sheets my cheat sheets do well
  • 00:51:21
    i've sold a thousand copies of them
  • 00:51:22
    without really putting a lot of effort
  • 00:51:24
    into trying to grow traffic to that page
  • 00:51:26
    so my priority is growing awareness of
  • 00:51:28
    those and then working on this new
  • 00:51:30
    program that we're gonna launch but i
  • 00:51:33
    knew that this i always knew that the
  • 00:51:34
    service-based business wasn't my end
  • 00:51:35
    goal
  • 00:51:36
    but i thought that it would make sense
  • 00:51:39
    to have it as this kind of like tool in
  • 00:51:42
    our tool kit because and then i was like
  • 00:51:44
    why who who am i serving with that like
  • 00:51:46
    yeah people want the work to be done for
  • 00:51:48
    them but i don't need to be the one to
  • 00:51:49
    do it and deliver that so it was uh kind
  • 00:51:53
    of a picking point for me yeah
  • 00:51:55
    i mean it's just fascinating once you
  • 00:51:57
    have
  • 00:51:58
    um an audience you can you can monetize
  • 00:52:01
    that audience through so many different
  • 00:52:02
    business models and often we
  • 00:52:04
    you know copy and paste someone else's
  • 00:52:05
    business model or um you know see
  • 00:52:08
    something that's our first idea and i
  • 00:52:10
    love it when people take a step back and
  • 00:52:11
    go wait actually i have the attention
  • 00:52:13
    and there's like 25 different business
  • 00:52:15
    models that i could choose or different
  • 00:52:17
    variations of it and i actually need to
  • 00:52:19
    find the one that's right for me so i
  • 00:52:20
    love that you're experimenting with that
  • 00:52:22
    and i'm excited to see this this next
  • 00:52:24
    thing come thank you for people
  • 00:52:25
    listening like start off with a
  • 00:52:26
    service-based business because it's way
  • 00:52:28
    easier to make money selling your time
  • 00:52:30
    than it is to build demand for these
  • 00:52:32
    digital products so start there so you
  • 00:52:34
    can get the lights on and like that's
  • 00:52:37
    it's okay to have that be your
  • 00:52:39
    short-term plan i see so many people
  • 00:52:41
    that like want to go and break into the
  • 00:52:43
    course creating world and like don't
  • 00:52:45
    have anything else that they're selling
  • 00:52:47
    and they get really deflated very
  • 00:52:49
    quickly because they're like well how am
  • 00:52:51
    i ever gonna make a living at this i'm
  • 00:52:52
    making like you know 300 bucks a month
  • 00:52:54
    off this thing and it's like it's okay
  • 00:52:56
    to start with the service business make
  • 00:52:59
    sure that you're doing enough and then
  • 00:53:02
    to slowly transition away from taking on
  • 00:53:04
    clients that's fine
  • 00:53:06
    yeah i think that's great in my i
  • 00:53:08
    have an article called the ladders of
  • 00:53:10
    wealth creation which is like one of my
  • 00:53:11
    flagship things that i've ever written
  • 00:53:13
    and it has a whole section on when you
  • 00:53:15
    should trade time for money and it is
  • 00:53:18
    exactly about that because early cash
  • 00:53:21
    matters
  • 00:53:22
    okay so you've grown the newsletter um
  • 00:53:24
    to almost 10 000 subscribers
  • 00:53:26
    i'd love to hear what's working in that
  • 00:53:28
    and maybe we can roll newsletter and
  • 00:53:30
    twitter growth and all that
  • 00:53:31
    into one because i was also looking at
  • 00:53:33
    your twitter growth
  • 00:53:35
    and
  • 00:53:36
    december
  • 00:53:37
    of last year you gained an astonishing
  • 00:53:39
    16 000 followers in the month
  • 00:53:42
    was that the uh
  • 00:53:44
    was that the thread that went viral
  • 00:53:46
    no that well i had a couple threads go
  • 00:53:47
    viral that month but you know what ended
  • 00:53:49
    up happening that month which is crazy
  • 00:53:51
    um i i shouldn't even tell you this but
  • 00:53:52
    i feel like everyone's hammering her now
  • 00:53:54
    but amanda nat who's another marketer
  • 00:53:55
    friend of mine and also really
  • 00:53:58
    active on twitter she put together a
  • 00:54:00
    thread of like you know top account she
  • 00:54:01
    should follow and i don't know what
  • 00:54:03
    happened i was the first one she listed
  • 00:54:04
    i got 10 000 new followers from that one
  • 00:54:07
    read of hers it was astonishing
  • 00:54:10
    but like what it shows amanda i think is
  • 00:54:12
    one of the
  • 00:54:14
    most giving people on twitter that there
  • 00:54:16
    is she's always interacting with people
  • 00:54:18
    she's always giving advice and tips
  • 00:54:20
    she's she's great at twitter but she's
  • 00:54:21
    also just a genuinely amazing human
  • 00:54:24
    being so i think people really trusted
  • 00:54:25
    her and they trusted her recommendations
  • 00:54:28
    and so
  • 00:54:30
    uh that that one post from her had an
  • 00:54:33
    astonishing number of followers come
  • 00:54:35
    from it and then kind of every month i
  • 00:54:38
    i'll have a few things that might
  • 00:54:40
    go a little viral um you know 2000 likes
  • 00:54:43
    like like 5 000 likes and then those
  • 00:54:46
    posts tend to help me grow too
  • 00:54:48
    but that was one thing from amanda which
  • 00:54:50
    is astonishing
  • 00:54:52
    that's that's amazing also from a just a
  • 00:54:55
    psychology perspective and all of that
  • 00:54:57
    like going all the way back you got
  • 00:54:59
    listed first and that definitely helps
  • 00:55:02
    me later and she said she's like i
  • 00:55:04
    intentionally put you first because i
  • 00:55:06
    want i like i knew that you deliver
  • 00:55:08
    amazing value and she's like i knew that
  • 00:55:10
    the first person that was listed would
  • 00:55:12
    get the most attention
  • 00:55:14
    so it was a very
  • 00:55:15
    intentional thing on amanda's part and i
  • 00:55:17
    was very grateful yeah that's amazing
  • 00:55:19
    okay so what's been working for you to
  • 00:55:21
    grow the newsletter because 10 000
  • 00:55:22
    subscribers is a lot like that it takes
  • 00:55:24
    a lot of time to get to that point you
  • 00:55:26
    know what 5 000 of those have come
  • 00:55:27
    through in the last three months and so
  • 00:55:30
    there's been there was one thing that
  • 00:55:32
    was the biggest growth um thing that
  • 00:55:34
    ever happened and i've got a thread
  • 00:55:36
    tagged uh pinned to my twitter profile
  • 00:55:39
    that i wrote about um buyer psychology
  • 00:55:41
    and it was 19 different things that
  • 00:55:42
    marketers need to know and that thread
  • 00:55:45
    has i think it's 6 000 likes at this
  • 00:55:48
    point and that thread
  • 00:55:50
    drove 2400 signups and so
  • 00:55:53
    that i and i haven't yet done another
  • 00:55:56
    one
  • 00:55:57
    that
  • 00:55:58
    it's on my to-do list but i'm like
  • 00:56:00
    trying these other things like one i
  • 00:56:01
    every week i
  • 00:56:03
    post a
  • 00:56:04
    um the day before the newsletter is
  • 00:56:06
    going on the day of i'll post a real
  • 00:56:08
    snapshot of some feedback i've gotten on
  • 00:56:11
    the newsletter it's somebody saying that
  • 00:56:12
    they love it somebody recommending it on
  • 00:56:13
    twitter or mentioning you know sharing
  • 00:56:15
    it on linkedin i'll just take a
  • 00:56:17
    screenshot of that because it's much
  • 00:56:18
    more
  • 00:56:19
    real feeling than me kind of designing
  • 00:56:21
    some pretty thing on canva um and then
  • 00:56:23
    i'll just remind people to sign up for
  • 00:56:25
    whatever the week's the topic is that
  • 00:56:26
    week and just that one post on linkedin
  • 00:56:30
    and twitter usually brings in 150 ish
  • 00:56:33
    new new followers um
  • 00:56:36
    new subscribers rather so that's been
  • 00:56:38
    working but the biggest thing that's
  • 00:56:39
    working is other people sharing it
  • 00:56:42
    without me intentionally trying to get
  • 00:56:45
    them to do that and so i'm again it's
  • 00:56:47
    like my priority now is like how can i
  • 00:56:49
    get that happening more intentionally
  • 00:56:51
    i've just started um i've just added
  • 00:56:54
    spark loop to
  • 00:56:56
    our kind of suite of things they haven't
  • 00:56:57
    designed our referral program yet but
  • 00:57:00
    it's on my to-do list but i would say
  • 00:57:02
    that the biggest driver of growth for us
  • 00:57:04
    is me consistently reminding people to
  • 00:57:06
    sign up the day before and the day of
  • 00:57:08
    and using social proof as part of that
  • 00:57:10
    post and other people talking about it
  • 00:57:13
    and that's happening quite organically
  • 00:57:15
    and so i'm i need to work on actually
  • 00:57:17
    growing that
  • 00:57:19
    i love that
  • 00:57:20
    um okay well
  • 00:57:22
    where should people go to sign up for
  • 00:57:24
    the newsletter and follow everything
  • 00:57:25
    that you're doing online
  • 00:57:27
    go to
  • 00:57:28
    um check me out on twitter i would say
  • 00:57:29
    that'd be the first place i would go and
  • 00:57:31
    i'm kate bohr k-a-t-e-b-o-u-r
  • 00:57:34
    and you'll see there i've got a pinned
  • 00:57:36
    uh thread talking about 19 different uh
  • 00:57:40
    buyer psychology hacks that marketers
  • 00:57:41
    need to know so check that thread out
  • 00:57:44
    and if you like it which i'm confident
  • 00:57:46
    you will then you'll know that you want
  • 00:57:47
    to get on the newsletter list you'll see
  • 00:57:48
    the type of value you're going to learn
  • 00:57:49
    each week so and you'll see an option to
  • 00:57:51
    sign up for my newsletter from my
  • 00:57:52
    profile i love how like twitter to the
  • 00:57:56
    pin tweet like naturally flows right
  • 00:57:58
    into the newsletter and then i imagine
  • 00:58:00
    the newsletter naturally flows into the
  • 00:58:02
    checklist and then
  • 00:58:03
    we'll go from there well the final
  • 00:58:05
    people i know that your audience knows
  • 00:58:07
    lots about finals like when you sign up
  • 00:58:08
    for the newsletter on the thank you page
  • 00:58:10
    it says do you know why your customers
  • 00:58:12
    you know do you really understand why
  • 00:58:13
    your buyers buy and there's a link to a
  • 00:58:15
    short webinar and that webinar talks
  • 00:58:17
    about why people really buy and then
  • 00:58:19
    after that web on the webinar page is a
  • 00:58:20
    link to the cheat sheets and like since
  • 00:58:22
    i created that little flow the sale of
  • 00:58:24
    the cheat sheets has gone up
  • 00:58:25
    considerably so you know connecting your
  • 00:58:28
    offers so that it's you know the offer
  • 00:58:30
    like the offer becomes the obvious next
  • 00:58:32
    step and that next step takes them
  • 00:58:33
    closer towards their goals right as
  • 00:58:36
    opposed to this i often see disconnected
  • 00:58:38
    offers it'll be like here's the
  • 00:58:39
    newsletter where we talk about x and
  • 00:58:40
    also sign up for y because they're not
  • 00:58:42
    related
  • 00:58:43
    right
  • 00:58:44
    it doesn't flow nicely together well
  • 00:58:46
    that's perfect thanks so much for coming
  • 00:58:48
    on the show and uh i i'm a subscriber to
  • 00:58:50
    the newsletter and i'm excited to read
  • 00:58:52
    more of it
  • 00:58:53
    awesome thanks
  • 00:58:57
    [Music]
  • 00:59:12
    you
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