069 Will Russell on getting clients as an introvert

How do you get clients as an introvert? Will Russell started a spreadsheet to track his business development activities. And their results. Most efforts failed. But one was very successful, and powers his business to this day.

In this episode learn:


  • Why will didn’t want to follow in the footsteps of his happy father.
  • The accidental reason he decided to major in philosophy and sociology.
  • The accidental reason he started out on his own.
  • His various attempts to get clients.
  • What actually worked.
  • Why he still hates networking.
  • Why he doesn’t want to grow his headcount, and how he’s growing his bottom line instead.
  • Why having a niche is so important to his strategy. (Will helps companies with product launches, btw.)

p.s. Apologies for some audio degradation– we didn’t have a good connection, and I should have just turned off video to focus on audio. I hate bad audio, but didn’t want to ask Will to re-record, and I think what he has to say is valuable enough to make it worthwhile.


The Wine

Will is drinking some green tea. (He is British, after all.)

Reuben is some Chateau-Neuf de Pape from Domaine de Fontavin.

Books:

Quiet: The Power of Introverts in a World that Can’t Stop Talking by Susan Cain is a great read, whether you’re introverted, or have introverts in your life.

Will bought it for his extroverted dad.


Where to find Will

listen-on-apple-podcasts-sales-for-nerds

Where to find Reuben

@Sales4Nerds, @Mimiran, Mimiran.com.You can also  listen on Overcast, or Subscribe on Android, or Player.fm.

Note, speaking of stories, a good proposal is a story, not a brochure– get your “Fill in the Blank” Consulting Proposal Template.

Want a way to make sales and marketing fun, without being “salesy”? Try Mimiran, the CRM for elite solo consultants who love serving clients but who hate “selling”. (Including the more powerful than ever Free Edition.) Mimiran can help you implement a lot of Shaily’s ideas not only more efficiently, but more effectively, including telling your Origin Story, coming up with your Superhero Name so you’re unforgettable and more referrable, and much more.


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068 Strategic Planning for Business and Life

2021 is almost done. Have you done your planning for 2022? Started it?

The irony is that I had planned (thank you, I’ll be here all week) to make this a panel discussion, and I just didn’t have time to do that. So I just present some tips on how to plan (and how not to).

You can find lots of templates over the inter webs — pick whatever works for you.

This is not a step-by-step guide to planning. I’ve found that what works for one person may not work for another, so find the right guide for you.

This is a set of ideas on planning so that you get better results out of whatever particular process you want to use.

In particular:

  • Make sure you consider your life holistically– not just your work, but your relationships, and spiritual, mental, and physical health
  • Review 2021. How did it go?
  • Don’t drift.
  • Make sure you have strong positioning— it’s your secret superpower. I’ve said it before as have many guests on the podcast– this is foundation for everything else in your business. If you get stuck, try the Mission & Positioning tool in Mimiran, and ask your current and past clients (Meg Cumby has some great tips on this.)
  • What are your goals? Consider them holistically. You may have income goals, work/life balance goals, you may want to learn basket weaving, etc. Don’t just put out a financial target (unless you have no relationships and hobbies and just want to make money) without considering other aspects of your life.
  • You can’t just keep adding things to your todo list. Create a NOT todo list. Eliminate, delegate, and automate where possible. Use zero-based task budgeting.
  • One area people often lose a bunch of time is talking to the wrong people, because you don’t have clear positioning, you aren’t sure of your goals, and you haven’t blocked out time for actually achieving them.
  • Put the tasks you need to do to get to your goals in your calendar. Block off time every week. Don’t put the scheduled but non-strategic stuff in the calendar and then try to fit the strategic stuff around that. (Start with the “big rocks”.)
  • If talking to people is essential to getting clients, make sure you have time for that blocked off in your calendar. (Use the Pipeline Planner tool to see how many conversations you’re likely to need.)
  • If referrals are essential for your business, make sure you have time blocked off to nurture your referral network. (Check out Stacey Brown Randall’s episode on referrals for more info, and make sure you build out your referral report, which Stacy calls the most valuable asset in your business.)
  • Review your plan with trusted advisors, mentors, peers, etc. You will get insights that you couldn’t get on your own– you’ll learn where you can eliminate entire classes of tasks, and where you need to push harder. If you do this in a peer group where you are providing feedback also, you’ll get additional insights, and get to be helpful.
  • Block off time for the plan. You need to review, prepare, talk to your advisory group, and revise. How much time this will take depends on you, but I suggest several hours for each phase. (Note that if you don’t have your positioning, a big chunk of your plan should be working on that.)

And if you caught Barley barking at the end, here she is at the park:


And again– we’ve actually got video for this episode on YouTube or see below…


The Wine

Reuben mixed it up with some white wine– K Vintners Viognier from Yakima Valley, Washington. Nice and peachy– more of a summer wine, but still quite delicious.


listen-on-apple-podcasts-sales-for-nerds

Where to find Reuben

@Sales4Nerds, @Mimiran, Mimiran.com.You can also  listen on Overcast, or Subscribe on Android, or Player.fm.

Note, speaking of stories, a good proposal is a story, not a brochure– get your “Fill in the Blank” Consulting Proposal Template.

Want a way to make sales and marketing fun, without being “salesy”? Try Mimiran, the CRM for elite solo consultants who love serving clients but who hate “selling”. (Including the more powerful than ever Free Edition.) Mimiran can help you implement a lot of Shaily’s ideas not only more efficiently, but more effectively, including telling your Origin Story, coming up with your Superhero Name so you’re unforgettable and more referrable, and much more.


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065 David Newman on Marketing for Consultants

I got introduced to David Newman through Ellen Melko Moore (check out her episode on using LinkedIn effectively) and have loved his newsletter and webinars, so I asked him to join me on Sales for Nerds because he has a wonderful way of explaining marketing concepts in “plain English” that’s not only clear and compelling, but also entertaining, cutting through the haze of B.S. that fogs up most marketing advice.

But David took a long, strange path to get here, getting weeded out of pre-med, then earning a theater degree (one of my regrets is not returning to this in the interview), before getting into consulting and training.

In this episode learn:

  • How David learned to listen to people who were trying to give him money (and how that transformed his business and accounts for 98% of his revenue). This also gets back to the importance of having real-life conversations…
  • How and why he moved from corporate training to helping other consultants.
  • How we built a thriving business despite terrible timing (starting out on his own right before 9/11, publishing a book on speaking right before COVID) and struggling to find his niche at the beginning.
  • Why he (and you) needed help (“nobody does anything great alone”).
  • How to stop treating sales and marketing with disdain, while avoid the “ickiness” that comes from treating service sales like product sales.
  • How to avoid “same-o lame-o” websites and create compelling proposals.
  • How to separate yourself from the bad consultants who have burned your prospects in the past (“clients rarely get a chance to commoditize consultants– consultants are too busy doing it themselves”).
  • How to be an effective “professional irritant” (“if you don’t risk turning some people off, you can’t turn anyone on”)
  • How to market well (and be referable): make sure your prospects and partners know exactly what you do, and can repeat it. (“If you’re not repeatable, you’re not referable.”)
  • Why great copy isn’t written, it’s “listened”

And again– we’ve actually got video for this episode. See below…


Audio only…

The Wine

David enjoys some Spindrift Pink Lemonade seltzer, while Reuben enjoyed some Willful Pinot Noir from Willamette Valley, Oregon.

Books and More

Do It! Marketing. Just go get David’s book. (Just do it, you might say…)


Where to find David

listen-on-apple-podcasts-sales-for-nerds

Where you can find Reuben: @Sales4Nerds, @Mimiran, Mimiran.com, the easy CRM for people who are awesome at serving clients and would love some help getting more, but hate “selling”. You can also  listen on Overcast, or Subscribe on Android, or Player.fm.

Note, speaking of “plain English” proposals, you can also get your “Fill in the Blank” Consulting Proposal Template.

Want a way to make sales and marketing fun, without being “salesy”? Try Mimiran, the CRM for elite solo consultants who love serving clients but who hate “selling”. (Including the more powerful than ever Free Edition.) Mimiran can help you implement a lot of Michelle’s ideas not only more efficiently, but more effectively, including tracking referrals, maintaining relationships through conversations, and more.


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060 Doug Brown on common sales mistakes

Doug Brown on Sales for Nerds

Doug Brown grew up steeped in business, starting at the whopping salary of $0.25 per week when he was 3, sweeping the floors of his father’s shop. He also accompanied his mom, a nurse by day and Avon sales rep by night, learning to calculate commissions when most of us were just learning basic arithmetic.

But that was just the beginning. Listen to hear how Doug:

  • Learned the value of leverage and freedom
  • Chose to join the army anyway, to pay for college, and how he made it work for him (including investing in calculators to replace slide rules to calculate artillery trajectories)
  • While getting a degree in nuclear medicine, he started selling music equipment, and realized he could make 3X the money selling amps versus making $13/hr doing nuclear medicine
  • Sold equipment to bands like Aerosmith, Boston, The Eagles, and Billy Joel’s band (along with lot of other lucrative customers), and what lessons that has for your business
  • Got into telecom sales and extended his sales philosophy from music sales
  • Had 2 kids in diapers and a skyrocketing sales career, he started his own business, and almost lost everything
  • Got introduced to Chet’s Holmes’ Ultimate Sales Machine training by Jay Conrad Levinson, and dropped $4,000 on the course. But that took his business to almost $1M in 15 months
  • Grew a 7-figure business with strong recurring revenue, but didn’t really like what he was doing
  • A client had told him he would make a good coach, so he called Chet Holmes’ president of coaching with some ideas and within 6 months was the top grossing coach in the organization.
  • Helped grow the coaching organization, then part of the Tony Robbins empire from 18% to 42% conversion and reduced the refund rate from 15% to less than 1%
  • His daughter cold called every GM in the NHL (you have to hear this story).

Here are the big mistakes Doug sees that you can avoid:

  • Ignoring outbound sales
  • Trying to scale before you have a stable system to scale
  • Treating coaching or consulting as a business– it’s only part of the business, you also need the system for getting clients repeated-ably
  • Using a bunch of sales and marketing tactics without an actual strategy
  • Not asking for specific help from people who would love to help you

And again– we’ve actually got video for this episode. See below…


The Wine

Reuben had some Rural Pinot Noir from Costco.

Doug had water.

Books and More

Guerrilla Marketing: Easy and Inexpensive Tactics for Making Big Profits from your Small Business, by Jay Conrad Levinson

The Ultimate Sales Machine: Turbocharge Your Business with Relentless Focus on 12 Key Strategies, by Chet Holmes

Differentiate or Die: Survival in Our Era of Killer Competition, by Jack Trout


Where to find Doug

  • BusinessSuccessFactors.com (doug@businesssuccessfactors.com)
  • 605-595-0303
  • LinkedIn
listen-on-apple-podcasts-sales-for-nerds

Where you can find Reuben: @Sales4Nerds, @Mimiran, Mimiran.com, the easy CRM for people who are awesome at serving clients and would love some help getting more, but hate “selling”, (Mimiran also makes it easy to track and grow referrals). You can also  listen on Overcast, or Subscribe on Android, or Player.fm.

Want a way to make sales and marketing fun, without being “salesy”? Try Mimiran, the CRM for elite solo consultants who love serving clients but who hate “selling”. (Including the new Free Edition that helps you nail your positioning, your Superhero Name, and your origin story.)


Get alerted when there are new episodes (1x/month):

058: Reuben Swartz on what I’ve learned this decade– I mean year

Reuben Swartz, Host and Chief Nerd

What have we learned from this year? Too much and not enough, it seems…

I share some of what I’ve learned– what I’m hopeful about and what I’m not, and my simple advice for 2021.

The Wine

It’s New Years Eve– wine will come later. Although probably not after 10PM or so…


listen-on-apple-podcasts-sales-for-nerds

Where you can find Reuben: @Sales4Nerds, @Mimiran, Mimiran.com, the easy CRM for people who are awesome at serving clients and would love some help getting more, but hate “selling”, (Mimiran also makes it easy to track and grow referrals). You can also  listen on Overcast, or Subscribe on Android, or Player.fm.

Want a way to make sales and marketing fun, without being “salesy”? Try Mimiran, the CRM for elite solo consultants who love serving clients but who hate “selling”.

Some particular features that may help with having more conversations:


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052: Mike Capuzzi on how to use short, helpful books to market Main Street businsses

Mike Capuzzi

Mike Capuzzi got an engineering degree, went to work for a software company, became part of the marketing department when the company decided to create a marketing department. He then started his own marketing company (along with a couple other companies).

His main venture is called Bite Sized Books, and the idea to help “Main Street Businesses” create short, helpful books (“shooks”) as sales devices for business owners like lawyers, dentists, consultants, and other services.

In this episode, Mike shares:

  • How he got his first clients.
  • How he read a book by Dan Kennedy that changed his whole approach and led him to partner with Kennedy to build a great in-person event that led to lots of business (and how he didn’t have to be a hot shot to do it).
  • How he realized that the traditional authority play for business leaders (like Rusty Shelton mentions in this episode) doesn’t fit with “Main Street Business” owners and what they should do instead.
  • Why “less is more” when writing and reading books.
  • How changes in digital publishing make it relatively cheap and easy to use short, helpful books as promotional materials.
  • Why your book needs a good call to action.
  • Why Mike thinks “shooks” are the best marketing investment a “Main Street Business” can make. (Mike and I also discuss how the shook compliments other marketing approaches.)
  • The most important thing for distributing your shook: not Amazon (most of his clients don’t even list their books on Amazon), but OPC (Other People’s Customers). Mike gives an example of how to use OPC to get the word out for your business.

052 Mike Capuzzi on using short helpful books for marketing for Main Street Businesses.mp3 – powered by Happy Scribe

Love helping your clients, but hate sales and marketing. But somehow you ended up with sales and marketing responsibilities. Then this is the podcast for you, chief nerd Reuben Swartz here. And I spent a long time learning these lessons the hard way. And I want to help you learn them the easy way by sharing my experiences and talking with brilliant people who have figured out how to hack not just the code, but the sales and marketing process as well. Of course, as a nerdy person who hated struggling with complex CRMs, I had to create my own CRM for people who actually hate selling, which sounds like an oxymoron.

But if it sounds interesting to you, check it out at Mimiran dot com (www.mimiran.com). That’s m i m i r a n dot com and whether or not you need a new CRM. You’ll find proposal templates and sample lead magnets to help you grow your business. Now let’s get to it.

Today I’m super excited to have with me Mike Capuzzi. He is the well he is the Mike Capuzzi of Mike Capuzzi dot com. He’s been doing marketing and consulting for over two decades. He’s also the owner of bite sized books and we’re gonna get into that in a second. But he did not start off thinking he was gonna become a marketing consultant, quite far from it. And we’ll get into that in just a second. But first, let’s get to the important stuff.

Mike, welcome to the show. And what do you have in your glass?

Hey, Reuben, thank you very much. And as we just kind of thanking you, is is kind of neat that I get to drink a glass of wine. A little earlier than I normally would, but I have a barrel aged cabernet sauvignon.

Okay. Yeah. So somebody makes it.

It’s called it’s from at least the one barrel works. Okay. Yeah. That’s the name of this one.

You know, just in case someone’s really into about half like Barrelhouse. Okay.

I like to leave it in the show notes so that you’re like, gosh, you know, maybe it was the wine that that caused that brilliant train of thought. They can go find the exact same wine. I’m about to pour myself a glass of Murphey good California Pinot Noir.

And it’s OK if I slurp. Then right on your show. Absolutely. Slurping is allowed.

Slurping is allowed. Cheers. Welcome here. Thank you.

And that’s a great way to start the evening slash afternoon before long before you were somebody who wrote I believe it’s seven or eight books.

Are you up to now. Nine acts. Nine. OK. I can’t even keep up.

Before you did all that, before you helped other people write books. Before you did all this marketing consulting. Take us back to what you were doing. Yeah.

And it’s relevant to your background, even in that I am a graduate from Penn State University with a degree in industrial engineering. I actually went to Texas A&M for a year for marine engineering. So marine structures. But back in the 80s, being that far away from home in Pennsylvania was just too much. So I transferred, went to Penn State, graduate with a degree and for a couple years, right out of college, I had the good fortune of being able to be employed by an engineering company doing engineering work.

But I, you know, got a little tired of that and joined a fledgling, rather young software company back in the day. I was employee number 57. It’s now up over probably 5000 employees. It’s they’ve just gone huge. And it was an engineering software company that did computer aided, designed to be started crafting a company called Bentley Systems.

And I was in a technical role there, but then moved into they were just a strictly a development house and they had to start doing marketing of the software. So we formed a marketing team and I was one of the founding members of that marketing team back in the mid 90s.

And, gosh, traveled the world, met the woman who is now my wife at that company. And it was a very cool ride, but I always had the entrepreneurial itch. And right now the middle of a dot com bubble, I left that software company and started a software marketing consulting company.

So let’s go back to you’re an engineer at this company, full engineers. They’re like, we need to market this stuff. I know Mike looks like he knows something about marketing. How does that happen?

Why didn’t they hire outsiders or more recruit some people who knew marketing? Why did they pick engineers to do the marketing?

Well, you know, I think the first thing they did right, they did have people they were bringing in from outside that were employees. But they we were a young company. I always likened it to like a speedboat back in those days. So we are very agile and the opportunity just arose.

And the gentleman who was the vice president of the the marketing group just reached out to me. I was always very good on, you know, interacting with clients. I was speaking at various training events. So is this something you. Yeah, a lot of the guys that were coding, which I was not a coder. I was not a developer. You know, they just wanna stay behind their screen. I was I was happy to be talking to people.

So I always had an interest in marketing and copywriting, in persuasion and just, you know, how to, you know, tap into people’s emotions. So they know we are likely to buy. So there was just always an interest of mine and it was a perfect seque from a technical role into a marketing role. Okay.

And what were you doing in the technical team before the marketing stuff started?

I was doing tech support. OK. Yeah.

And so. So now you’re striking out on your own. You’ve always wanted to do it. What made you say now’s the time to do it? And instead of doing a tech support company, I’m going to do a marketing company.

Yeah, well, at that point I was in a marketing role for almost five years. So I you know, I’d gotten bit by that bug. And, you know, it just the timing was my wife and I at that where we were at that point. We were married, no kids. And it was you know, she had a really good job also in software. And, you know, we just said, hey, this is a good time.

If if it didn’t work out, we always bounce back on her her salary and benefits. But the good news is, I was I will kind of take off and do well with it for a number of years.

OK. And how did you find your first clients?

You know, the old fashioned way of just relationships. So I can remember the first client who’s a former… So in my role in the marketing role of the software company, I had a team underneath me.

I rose up to like a director level. So I report to the V.P.. And then I had a team of people. It was one of my guys that was left. That company went out and joined another company who brought me into that other company. So that’s that’s how I got my first client. It was I had them for about a year and they were a startup software company that I think eventually got bought out. I’ve lost track of it is over 20 years ago now, but I think they eventually got bought out.

OK, working those relationships, not just the first one, but I’m guessing the first few clients, they came through your existing network.

All of them did.

As a matter of fact, all I had again, I was very fortunate and, you know, did good work. And it was a small I wasn’t looking to have this huge marketing company. I don’t even today I’ve always had this. I like keeping it simple, lean and. Yeah.

But I worked with some awesome software companies for a number, you know, for five or six years during the dot com days when things were just amazingly lucrative and in and beyond that. All right.

I think that’s really important. I think so many people are a little bit shy about reaching out to the people that they already know and saying, hey, this is what I’m up to if you or anyone, you know needs this kind of thing. And by the way, who can I connect you with? You don’t have to always do things the hard way, right? People already know you and they like you and they trust you, but they have no idea what they’re what you’re doing because you started something new. They can’t give you money and you’re depriving them of your talents. Yeah.

I mean, most definitely. And it’s you know, there’s so many I call them shiny objects in the marketing world, in the online world and the social media world and listen, they all have their place. But there’s nothing like what you and I are doing right now. You know, breaking you know, we’re not necessarily eating together, but breaking bread and just getting to know each other. And you just never know.

And and, you know, you and I were chatting a little before we started the podcast. But even just today, earlier today, a very well known I mean, world renowned marketer, business expert. I reconnected with him and he invited me out of the blue. I mean, this is out of the blue.

I had talked to him since 2013 and he invited me to speak at his one of his events in 2020. This just happened in the last few hours. And it’s just again, it’s amazing when you have those relationships. Shame on me for maybe not doing a better job, even staying in better contact with him. But it’s just need how that works out. Yeah.

I’m going to seque into something that’s a little bit self promotional here, so I apologize. But it’s this is such an important topic that I actually baked some of this into my software because I was having this problem and a lot of my customers and friends were having this problem, which, like you spend all day kind of doing the urgent stuff and then you want to have a life. And so some of those less urgent relationships like the person you haven’t talked to since 2013, you just don’t make the time to keep them fresh and vital.

And being a techie person, being introverted, it was easy for me to pretend like I was doing that on social media. And I realized it’s not the same thing. It’s like eating all fast food. You have to eat nourishing food if you want to be nourished.And so I literally baked in the ability to say, OK, this person, you have to you want to talk to them every how many days and you can put a number in more than 365.

That’s awesome,

because I knew that if I’d be like, well, I could talk to this person every five years, whatever. Right. And like, no, the whole idea is if they’re not worth talking to every year, what am I doing with them? Right. I don’t have enough time for everybody. I want to make time for the people who are awesome.

There’s so many awesome people that I don’t keep up with as much as I should. So anyway, yeah, it’s funny because we’re here to talk about like marketing and technology, all the stuff that so much of it just comes back to relationships.

Without a doubt. And the fact that you can help automate it because we all need reminders. Right. No matter what our best intention is or, you know. So I think that’s very cool. Is there a name for that feature? Because that’s a very cool feature. I love it.

No, maybe you can help me coin a name for it. That would be awesome. Just really like you tag your contacts and based on right tags, it tells you when you should talk to them next. And so I would go in and say, who’s overdue for a conversation? Right.

And make sure when you when when that’s in there. The other thing you should do is have it so that it reminds you that it’s your wife’s birthday or spouse’s birthday or partner’s birthday, whatever it is, or there’s an anniversary coming up. Because eventhose personal relationships are just as important, obviously. So any of those reminders. Ah, ah, ah. A good thing.

Well, what’s funny is I have all that stuff in our family Google Calendar and I have for a long, long time. And I’m the one who typically reminds my wife of, you know, her so and so her cousin’s birthday’s coming up or whatever does I know like I can’t remember it, but I have it in there specifically because I know I can’t remember things.

That’s very cool. I love it. Very good.

So that. Yeah. So definitely keep in touch with people. Definitely. Remember your spouse’s birthday and all that good stuff. Now you’re you’re in the height of the dot com boom. You’re signing clients. Everything is good. What happens next? How do you survive the dot com crash?

Yeah, well, you know, things definitely changed and you probably don’t know where you were back in 2002, 2003, 2004, that time period. But interestingly enough, a lot of things happened.

I mean, I was getting very, very nice contracts to do marketing projects, and they quickly changed. And then ironically, the company that I left wanted me to come back. There was an a shakeup there. And some people left and some new people came in. And I entertained that for a while and actually went to work with them as a vendor, if you will, partner for about a year. And we never, never came to terms on, you know, how it would be if I came back as employee.

But long story short, just there was there was things change. Things were changing. You know, there’s things changing even in me personally. And obviously on the business front, I mean, business is always evolving, but not to sound kind of cliche or corny.

I literally picked up a book. I’m a voracious reader. I love reading. I’ve got tons of books. And I picked up a book by a well-known marketer and it just was like an aha moment for me. And I started seeing a new way of marketing, a new way of positioning myself. And that was really, you know, not at that very moment, but within a year it was like a right hand turn, like a 90 degree turn. Reuben Where I just totally took a new new track.

OK, well, don’t leave us hanging. What was the book? Yeah.

So the book was by Dan Kennedy, who is a well-known marketer, copywriter, and it was his I think the first one was the no B.S. — he has this whole brand of no B.S., no B.S. business book.

No, no, no, no. It is no B.S. Direct marketing book. That’s what it was. OK, a little black book. I can look at my bookshelf now, and it essentially just talked about direct response marketing and how that’s different than the kind of corporate marketing that I was doing for the last ten years. And it just it, you know, personalized copywriting and personal copywriting and direct response copywriting. It just I just hook, line and sinker. I just started devouring everything I could read about from Dan and from, you know, people who are no longer with us back from the 20s and 30s and 40s the last decade, and just became a student of direct response marketing.

OK. And so did you start using that to find clients for your firm?

I did.

And what it did was it changed the focus of who I was working with. So instead of where I was working with large corporations, you know, fairly large, I mean, I was talking comp software companies that were 20 million. Seventy million. You know, there was a couple over in the one hundred plus million, you know, decent sized companies. I did get tired of working with the teams that started wearing on me because everything was sort of a you know, it’s like it’s a, you know, decision by committee.

And I started working with more the more of the small and medium sized business owners.

I call them tech called Main Street Business Owners. Even though they may not be on Main Street, per se, but it’s you know, it’s the bread and butter types of businesses, doctors, chiropractors, dentists, lawyers, professional services, software developers, small ones. And really just helping them implement specific types of marketing campaigns.

It’s funny because I had a sort of similar transition from large corporate clients to smaller. I like that Main Street business moniker.I don’t know what I what I call mind, but did use focus decide to focus on them, or were they the ones who happened to respond to your your outreach. How did you how did you shift that market?

Yeah, no, I decided it was definitely a decision. And again, you know, it’s funny how life happens. A lot of different things kind of happen. So and you probably didn’t know this because we didn’t talk about it nut because, well, I essentially became a business partner with Dan Kennedy and he had a business partner named Bill Glaser at the time.

And what they did was they established. So in his book, this is this is how it worked out in his book. And if you know anything about Dan, he always makes offers in his books. But he in his book, he said, listen, we are going to be starting local chapters where people of like minded business owners can get together and talk about marketing. Right. So I’m reading this in this book. And it gives you a number to call to find out where the local chapter was.

I called the number. You know, I’m outside of Philadelphia, Pennsylvania. They’re like, oh, we don’t have anybody there. But you sound like you’d be perfect. Right. Long story short, I became their their their business director, their independent business adviser in Philadelphia.

OK. And that was a springboard. It turned out, in the Philadelphia area. There was a huge appetite for people who followed Dan and Bill.

And I quickly became you know, there was about 100 of us around the country at the time I was in the Philadelphia area.

And I quickly grew up to be the biggest, largest, most successful one for several years. I would get 70, 80, 100 people, business owners each month coming out, too. It started out at a hotel. And then I went to a local university and rented a room and just every month got together for marketing. I’d bring him guest speakers. It was just it was it just. And then Reuben, which is really it probably appropriate for your listeners, without even asking for clients, I got clients because I was in the front of the room. I was leading a group. You know, people saw me as an expert. And I just I think just grew my business for five years before I sold that business.

So a couple of things, pop, pop, into my head here that I think I’d like to highlight yet. One is I feel like a lot of the folks listening to this and myself included, we have an inordinate desire to make things hard as opposed to, hey, this guy, Dan Kennedy, seems like he’s blow it up. Let me hitch a ride on his rocket ship. Let me do something that that is going to let me swim downstream and let somebody else do so much of the overall marketing support for me.

And then the other thing you did is brilliant that I want to ask more questions about you used live events And you got 80, 100 people to show up to them. Tell me more about that. How did you get all these busy business owners to take time out of their day to come join you, to hear you talk about marketing?

Well, and I’ll take one step back. I’m a nerd, too. I’m an introvert. Right. I one of the reasons I took this opportunity. And again, remember, I called to find out how I could just attend that thing. Right. And because of my background, they said, hey, you know. And by the way, the gentleman who signed me up for that.

That was in 2006. I just talked to him yesterday. We’re still friends today. He’s in his 70s now. He’s retired. But, you know, we’ve remained friends for all those years.

But, you know. The the idea of just getting out, there was something I wanted to learn to be a better public speaker. I wanted to learn to be a better person from the front of the room. I had done technical presentations for years, but now I was leading a group and I didn’t know what I didn’t know, to be honest with you. I said there were like 100 of these chapters around the country. So they’re all around the country.

And the other people I met these because we would do trainings together and share best practices and stuff. And a lot of these, most of them were men — it was a couple women that were doing it. But most of them were very experienced, very successful in their own niche. And, you know, they kind of looked at me like, who’s this guy? Because I was coming in new. And it turns out just my style. I was very I was always concerned about making sure every meeting was value packed because, like you said, I had people driving, too. I had people coming on a train from New York City to come to Philly for a night and then head back later on that night.

And, you know, things. Simple things, right? I tried, you know, everyone’s name. So whenever someone walked in the door, you know, hey, Reuben, how are you doing? I try to remember something personal. You know, I try to have great content. I try to bring in great guest speakers from time to time. And now this is from 2006. And I sold it to a member in 2011. So for five years, I never I missed one meeting in five years because of the snowstorm.

But, yeah, we my largest meeting was 323 people. And, you know, on average, at its high point, it was probably 80 or 90 a month.

How did you get these people to come? Were they on a mailing list originally?

Well, originally it goes back to when I joined this group with Dan and Bill. They they knew they had X number of people from the Philadelphia area. So they promoted me initially. And then it really grew by word of mouth.

You know, business owners that are marketing oriented, love to share. They loved. I mean, it was always like bring a guest. I had people bringing guests. And it just it grew so organically.

Reuben If I tried to replicate it today, I don’t I don’t think I could. It was just the timing was great. This is really before social media really kicked in. There was a hunger, there was a hunger for business owners to come to a place and learn good, smart, effective marketing.

Well, I think there still is. I think it’s not like the absolute has gotten very confusing. But now you can do it online. Now you can do it through podcasts that you could do through webinars, even though I still think face to face is critical. It’s just today it does seem like it’s a bit harder to get people, you know, to get in the car and drive. I mean, it’s in Philadelphia traffic.

That’s awesome. All right. So so you do that and then you sell this business and then what happens?

You know, just the typical journey. I you know, I started during that time, I I credit my own little software product, a product that kind of became a software product, which really put me on the map internationally. And that was a product copy doodles, which allows you to add handwriting and handwriting doodles to your marketing, which is a response mechanism. There’s a there’s a whole whole theory about why that kind of thing works.

But that literally put me on the international stage. I mean, I was speaking. I was. People were inviting me to speak at conferences, on webinars. We, that, business just blew up. I mean, we it was a very cool story. You know, thousands of members around the world. And even today, you know, we still have several hundred members that still use our our system. That was that.

So that was one thing. One pathway I took I started a marketing– I don’t know if I told you this, but did start a marketing automation company, which I still have. I have it with a couple partners. And we are in the unique niche of helping, of all things, independent mattress retailers with marketing automation. So don’t laugh.

Awesome. That’s a great niche.

So we have that and we help these guy, you know, retailers. I mean, Main Street business owners. Unfortunately, a lot of them don’t have the luxury of, you know, being aware of or tapping into stuff that geeky guys like you and me, you know, live and breathe. So when you tell them, hey, you know, someone obscene on your Web site, you can send automated personalized e-mails and get them to do things. And then if they do it, then you can track them and all this. They’re like, wow. Yeah, they never heard of that. Right. So when, you know, it’s kind of showing them fire for the first time. So we still have that business. I still have a consulting business. I still work with clients. And, you know, and then the other thing, as you well know, is I help some of my clients write their own little short helpful book. So I have a fun business and it affords me a kind of lifestyle that I like to have. And it’s it’s it’s it’s a good thing. Plus, I get to meet guys like you. Well, that’s that’s very nice of you. How’s that line working and must be working well. It’s working well now. Yes. Thank you.

Speaking of which, I have in my hands right now your Main Street Author book, short, helpful book or schook, as you call it. What should people know about this? And for folks who have been listening, you may be familiar with — we had an episode on a little while ago with Rusty Shelton, who talked about the importance of the importance of authoring a book and becoming an authority and how that can really help your business. And I think for a lot of people, they think, well, yeah, that’d be great, but, gosh, writing a book is so hard. I might be one of those people. Just just full disclosure for people who heard me promise, Rusty, that I was writing a book. I have done nothing to actually get started on that. But anyway, tell us a little bit more about this short, helpful book notion.

And by the way, Reuben, I did hear that interview and I think that was just about a year ago. So, yes, you are so bad. Yeah, well, maybe instead of thinking about writing a book, you should write a short, helpful book.

All right. So this is going to be a really, really interesting conversation with me, paying very close attention and taking detailed notes. All right.

So it I love how you’ve orchestrated this because it all ties together. Remember, I’m an engineer. I love, I’m still that kind of person. I still love this probably overengineer is a better word.

But I love looking at something, trying to figure out better ways, which is why Copy Doodles was created. I mean, I was literally back in the day and so are a lot of people hand writing and doing the doodles and stuff on it. I figured out a way to use less software. Do it for us. Right. So I’m a firm believer if you study the history of successful people, even for this ideal past hundred years in the business world, let’s say that because obviously, you know, books go back much further than that.

But if you study successful people, odds are they have at least one book and chances are to have multiple books. OK.

So, you know, in today’s environment, you see a lot of gurus, a lot of online marketers touting their books. And they’re doing that because it works. It works as a lead generation offer. It works as a authority establishing, you know, opportunity. But, you know, for Joe average business owner, who could probably figure out a way to use a book, if he doesn’t, he or she just knew what to do. There’s a big void, in my opinion.

Right.

So if you’re a big CEO or a big time guru and, you know, stroking s $50,000 check to help somebody someone help you write a book is not a big deal. There’s opportunities out there. But for what I call the main street business owner, the doctor, the lawyer, the chiropractor, the dentist who could benefit from a information first strategy which books afford.

Right. So books are informational devices. And if you have the type of product or sale or service that’s a bit complicated or needs some explanation or needs some positioning books work now quickly. Most books, in my opinion, are bloated.

I love to read and I still find it a struggle to read a two or 300 page book with everything else I have going on.

Right. So I started thinking, why not? You know, why does it have to be a two or 300 page book? It doesn’t. So I came up with this concept of the schook, which stands for Short Helpful book. They’re roughly 12 to 15 thousand words, which equates to about one hundred to a hundred twenty pages. There are real books, but they’re, you know, like I my Italian descent, you know, my grandmother would say that they’re made with a really special recipe and they have a recipe.

They follow and they just allow the consumer who’s interested in the topic to read them much quicker. And they allow you, the subject matter expert, to create them much quicker.

So, Reuben, you for you to sit down and craft a hundred to 120 page book on one specific part of what your CRM system does, not the A to Z tome, but one specific part.

And then if you need other Shook’s, you just do other Shook’s. I’m telling you, it’s much more doable for someone like yourself to crank them like this out.

And now I’m looking at your book. It’s one hundred and thirty three pages. So a little bit long.

It was that one. The original version was about 120. Yeah. Yeah.

It took me an extra like three minutes to read those like pages.

And then I, you know, as we talked about before, I’ve also got a book in my hands from Maura Thomas, customer friend and a guest of the show. And she’s an attention management expert. And so her recent book is I’m just flipping to the end of it right now. Ninety five pages. And the whole point was, both of you guys are like, I want to give people a book that people can read in an hour because people are busy.

And that hour, if you can recall, what was the last time you read an entire book from front to back? Was recently that I do that all the time.

OK, but I want to caveat that, which is I love a 200, 300, 400, 500, 600 page book. If I’m getting great information, I’m the kind of person who’s like it will tell me more about that. OK, great.

But what I hate is the two to 300 page business book that should have been 20 pages. Yeah, that’s the thing that drives me nuts is like I would give this book five stars. If you had condensed it down to 20 pages, I would’ve paid you twice as much money. Stop repeating the same crap over and over again. Yeah.

And then there’s a reason that happens. But listen, I read books, you know, beginning to end. But the real reason I was asking it was not so much the fact that you do it, but it was more about the accomplishment. Don’t you now you’re a voracious reader. It sounds like so pie.

Not as big a deal, but most people, when they set out to read a book and actually read it, there’s this little sense of accomplishment, like when you close that last page. I read this. I set out to read this. I read it.

So why not make that feeling easier for people so that, you know. Oh, here’s an hour.

It’s undivided attention for an hour. They’re focused on your message. That that in and of itself is a very powerful concept. You know, if you need to have the content of a 300 page book, which, by the way, I am not against big books, I’m just saying for most mainstream business owners, they don’t need that. So why not have. If you need three hundred page book, why not have three 100 page books divided up? Let them pick and choose which books they actually want to read.

OK. That makes sense. So let’s go to, let’s say, the doctor. Right. Like, there are doctors who write books and they tend to be at Harvard Medical School or whatever, and they write books for other doctors or every once in a while they write a book that maybe Oprah tells everyone to stop eating something or other. But why should a quote unquote, Main Street doctor write a book?

Well, let’s if I could, I mean, did it change the question a little bit?

Sure.

And analysts say a schook, because I want to just clarify. There are reasons to write, quote, a book. And again, most people who write a book, they’re looking to sell the book, whereas someone who writes a schook, a short helpful book, they’re looking to give anything away to anybody that, you know, as many people as they can, you know.

So this is not about selling books. It’s also not about trying to get on Oprah or any of that. Right. So that that that is a different pathway. And I listen to that. You know what Rusty was saying and that, you know, a lot of what Rusty and his company do is get people on that kind of pathway, which is obviously, you know, perfect for people who want that kind of thing.

But for the doctor who has a specific, you know, service in his or her local community and is just trying to get more patients than a short, helpful book that is focused on the pain that he or she is solving is a much better strategy. And these are just to be clear, these aren’t meant to be literary tome, you know, literary masterpieces, they are sales devices, Reuben. They are sales tools. And we are offering great content, nut it is a sales tool and it’s designed to get the reader from interest to action.

It’s funny you mention that, because I actually took a note from page 26 in your book which says “Shook’s are not meant to be works of literary art and perfection.” Right. I think that’s an important disclaimer for people who might be thinking, gosh, I don’t know, I’m not Hemingway or Shakespeare or whatever. So let’s let’s get into the action. The action is they read the book and then they call you and become a client.

That’s the idea for my schook. Yeah. So my Shook’s call to action. So Shook’s have different types of calls to action and then which again, most people who write a book missed that completely. I mean if you write a book Reuben, and someone saying, hey, this is great what he has. I need it. You know, I need to either learn more about the software. I need to learn more about him. And if you don’t give someone the clear next step for the reader to do that, then shame on you.

Right. And a lot of authors miss that. So these are direct response books. They offer reasons to respond. And yeah, in the case of my schook Main Street author, it’s all about trying to get, you know, people who are reading it say, hey, you know, yes, I could do it on my own. That’s an option. Which is why the boy who wrote the book, here’s how to go do it. But if you want the fast track, you know, reach out to Mike and he can help you.

You also I mean, talk about doctors and lawyers and other folks just so we’re not just talking about you or me, for that matter. Like, suppose I’m a doctor, suppose I’m a lawyer, I’m an estate planning attorney or something. Right. I can write a book about how, I don’t know, “a shook”, sorry– a shook about estate planning for people with stepkids or something. Am I getting the idea right?

Yeah, I don’t. Yes. So let’s let’s go to the estate planning one, because I actually have 35, 36, 37. Estate planning clients, lawyers and our clients, and we are now working on a third schook, so we crafted Shook’s on Alzheimer’s disease, people who are suffering from Alzheimer’s disease. We crafted a schook on that for the person who has to care for the person with Alzheimer’s. Right. So two distinct audiences. And now we’re actually going down a little bit deeper and focusing on dementia, which is a form of Alzheimer’s. So, yeah, I mean, these are, again, helpful information. You know, here’s things to be- you should be doing, you know, things. Be aware of what you know. But, you know, it’s book ended. Good, helpful information is book ended by. Here’s what to do next– Call my law practice, you know, an initial consultation.

Now, here’s something that I think you and I probably are very philosophically aligned on. But I’m curious to get your your take. I’m often telling people that their e-books, it’s sort of like the 30 to 40 page PDF document are terrible and they’ve spent a ton of time and money on design. And I can’t read the damn thing on my phone. And of course, I’m biased because my software wants nothing to do with that stuff. I’m like, just give him like at an eight point checklist that they can actually read in five minutes. And I feel like the schook has almost like the next level beyond that, like, OK. Instead of sending someone an e-book that they can’t read where they want to read it, you give him a book that they can read in an hour. Is that fair? Am I understanding correctly?

Absolutely. I’m you know, I don’t know exactly how old you are, but I guess we’re priced similar in age and yeah, I not going to disclose that with at least the first glass of wine. Right. But I mean, listen, the millions of people who’ve written books in the past didn’t, you know, become famous because they had an e-book, you know, vaporware, if you will. And again, I get them that they have their place. But the good old fashioned printed book, which is what Shook’s are, the number one format we produce for our clients is a print, you know, a print. We use paperback because these are meant to be cost effective. You don’t want to be giving away a a hardcover book to, you know, thousands of people. But these are paperback books like you’d find in a bookstore. And yeah, people I mean, people, they want to hold it. And depending on your target reader, they may expect to hold it if it’s an older demographic. So while we do do Kindle books and we do audio books for clients, this is still around the good old fashioned paperback book.

OK, now one of the claims you make is that dollar for dollar a schook is the most powerful customer attraction asset you can create. And of course, I highlighted that because I think it’s a very bold statement that I that I’m having trouble agreeing that categorically. But tell me more about why you say that.

Well, simply because people will throw a brochures, business cards, newsletters, you know, all the normal stuff that most people you call marketing, but most people don’t throw away books. So I don’t know when the last time you throw away a book was, but it maybe I should throw a more books, but they always end up on my bookshelf. But that’s why the first thing we are conditioned to realize that books have value. People are used to paying for books. I just bought some more books today on Amazon. Right. So were you conditioned to pay? We don’t pay for brochures. We don’t pay for, you know, a lot of the other, quote, marketing literature.

So just from a positioning and the perception from not ourselves, the authors, but from our readers and the public, there is a perceived difference. You hand someone a try. Listen, I’m one of you and I’m going to stay in contact when you get your book done. You’re sure down whatever you’re gonna do. And you had that first copy out to somebody, a suspect. You know, when you’re at a client meeting or you’re at a trade show, which they make great trade show giveaways, but when you’re there and someone says, hey, Reuben, why should I be using your CRM system and you about your your book, say, here’s why that’s a that’s a game changing difference.

And when when you realize, you know, what that physical book costs, which is a couple dollars, right the actual device. The actual book is a couple dollars today. Now, of course, all the time. And energy is something different. But. For a couple bucks, if you can hand these things out, it’s just that they’re just dollar for dollar. I just think I can’t think of anything better from a positioning. Good content. Good information. Good next step. Yeah, I think it should cause it. Where’s that?

All right. Well, I’m going to just I’m going to pass on that because I feel like we could spend the next hour debating that and not necessarily reaching a conclusion. But also let you raise an interesting point. Right. Which is that these things are like two bucks apiece. And so especially if you’re paying twenty dollars for an AdWords click, for example, which might in some circumstances, I think, be arguably the best money you could spend. You can actually do a bunch of these things. It’s not a huge investment the way people probably think of when that when they when they consider, well, if I had a book, gosh, it’s, you know, tens of thousands of dollars before I could start putting into people’s hands. Right.

Well, let’s go back to your AdWords example for an idea. So tell me, in your world or in your experience what you know, how would a mainstream business owner leverage an AdWords campaign? What could they do? And could a book be a part of that campaign? Cause I know I know what my answer would be, but I’d love to hear what you’re you know, what your thoughts on that would be.

And we don’t have video here, but this is Reuben pouring more wine and thinking, oh, great, I’m really not an AdWords expert, which is a whole other handy other thing.

Any online marketing, though, was it? Here’s what I was going though, with that. I don’t think it doesn’t replace it. Reuben, that’s I’m not saying it should replace. Right. But when you have a book and we sell this to our clients, you know, when you have that should done, what it does is it refocuses the strategy. And I call a schook centric strategy. So now, if you are doing AdWords or social media or Facebook, one of the things that you can do that’s different is you can now have a a bit different, maybe a bit more sophisticated offer.

Hey, get my book, you know. Now you’re running lead-gen ads offering the book versus whatever else they may be may have been offering. So that’s what I say.

Dollar for dollar, we hear so many ways that you can leverage a book that I just thing there’s few other marketing devices that allow you to really, you know, position yourself. You know, it’s a handout, all that. I just I would be hard pressed to think of something else.

Well, that’s a great point about you can run your online campaigns to a book request page or a book purchase page now. So if someone goes the trouble of creating a shock. So what sort of like the minimum number of copies that you’ve seen people create?

Well, the beautiful thing now is today with the way technology is, you know, print on demand just is made. It dropped. It’s either print on demand or Amazon. Then there’s others out there Ingram Spark. But regardless, they have the barrier is so low these days. When I did my first book in 2007, we had a print up like three thousand copies to get the price point anywhere, you know, where it was, you know, doable, if you will. Well, those days are gone. I mean, you can literally upload a book to Amazon, KDP Kindle Direct Publishing. That’s their publishing division. And if you just want one copy of the book, you can get one copy the book and it’s pretty cost effective. So, you know, you’re going to get a hard copy.

You’re going to get a Kindle copy.

It would be a paperback. It could be online. Yeah, it would be a paper, I guess.

You know, I’ve never me look into hardcover with Amazon what they do there, but just paperbacks. I mean, you could literally, you know, you don’t have to get hundreds, thousands or hundreds.

I advise my clients all the time starts do small batches, whether it’s Amazon or a book printer, just do small batches in case you have something you want to change. Sure. There’s no such thing as a perfect book, by the way. You’ll always have, no matter what. How good of a copy editor editor you have, you’re always going to find things. So just get that out of your head. But I like to say start small. You don’t want boxes of books.

What a small mean. Does it mean 10? Does it mean a hundred and a hundred.

I would say minimum typically is a hundred hundred at a time.

So if I, if I ask Amazon for one hundred copies of one of these sort of shook length books, how much is that going to run somebody.

Well, for the author, they have author copies. Right. So for the author, it’s much less costly. So it’s wholesale, if you will. So my Schook Main Street Author is $2.53 on Amazon. That’s what I pay when I order copies for myself.

And then. Do you recommend that people try to sell these or give them away or not?

Well, you can do. It depends. It does depend. But for the main. So we serve two two clients. We serve the main street business owner. We’ve already talked about that. Right. The local service and product providers. We also serve people like I don’t consider you a Main Street business owner, but you serve. Main street businesses. Business owners. So we we work with people like yourself also.

So it’s a little way of getting around and making a little broader in your case, like, will you? You would potentially have a, you know, a worldwide audience because your software could be used around the world. There could be I could contend that there’d be reasons why you might have a, you know, not necessary selling your book, but you could sell your book.

Could be for sale on Amazon, of course. You would not necessarily try to be selling it. You’d have a free book offer or whatever. But, yeah, for the most part, this is not about book sales. The local guy, the local gal, without it, we don’t even put them on Amazon most of the time because they don’t need to be on Amazon.

They just work with a book printer and and give the books away.

So I’m just looking up your book on Amazon right now. You pay $2.53 and it’s ten bucks for paperback. Right. Which is seems like a reasonable price point. Yeah. Yeah. Now. So. So these folks who who are they’re not on Amazon. How do they distribute this book. How do they get it in the hands of their prospects?

That’s a great question, because that’s that’s where my focus and why I do what I do every day. I love it. So, again, they’re not online gurus. They don’t have the ability to, you know, for them to set up a quick online site and do all the stuff. They just don’t typically have that expertise. So the local business owner, however, has very specific opportunities that the online guys don’t have. So they, for example, they have people typically coming into their place of business or they’re going out to their places, you know, to to someone’s home or somebody’s office just like that.

So it’s either or. Right.

There’s that face to face. So that affords the Main Street business sort of the opportunity to have his or her Shook’s on display in the office given away. We always say you create these little pointed point of sale displays where someone can just grab one, however. And I think you’ll appreciate this.

The number one way that mainstream business owners can leverage a short, helpful book. And it goes back to what you and I said way in the beginning, which is kind of riding the coattails of others. I called “OPC” Other People’s Customers.

So one of the best strategies is for a mainstream business owner. So I have a unfortunately just passed away. But a dentist who is a holistic dentist, meaning he didn’t use mercury. So his target market was someone who either had silver amalgams in their mouth. There was very afraid of, you know, the silver stuff in their mouth, which has mercury.

They wanted it out of their mouth. So he wrote a schook on that. And he went out and found about 20 strategic partners, which means 20 local businesses that would have those kind of people in it. Yoga studios, health food stores, chiropractor offices. Right. People that were little more health oriented. And he asked them if he could put a little display, give away the books for, you know, their patients or their customers.

And it got him new patients right away because, you know, they’re at the health food store. They’re the yoga studio, they see his schook interest them and had a good title. And that is a very smart strategy for the traditional bricks and mortar business owner.

Now, was he selling these books or was he just like you pick one up. You just grab one at the register.

Reuben, you know, for the couple dollars to print it up. He was, you know, a typical patient for him was worth, you know, three or four thousand dollars. So for him to give away a five dollar book, he was happy to do that all day long.

Yeah, I’m just trying to make sure people understand what the strategy was. So basically, write your shook and then you don’t necessarily have to, you can distribute it yourself and then run it in conjunction with AdWords and so on, but you can also go find a bunch of people who’d be happy to have a little display in their office because it adds value, and engagement for it for their customers, folks who are who are likely to be in your target market. Yes.

That’s just one of the strategy. I mean, there’s all kinds of strategies we’ve developed for the local business owner to figure out. I mean, there’s definitely online. We figure out automated ways. You know, you can download a partial PDF of it online and in exchange for a name and email. So, yeah, I mean, there’s the physical way with the physical book. And then there’s the digital way with the digital version. But, yeah, I mean, there’s a lot of opportunities forgetting that helpful information in the right hands.

You mentioned earlier that you’re a voracious reader. What books would you say other than that Dan Kennedy book have had the biggest impact on you that you would recommend that folks read?

Actually, there’s a blog post I think I listed like 70 books that I’ve recommended over the years on my blog. And that was a 10 year old blog post. But I’m looking at. My bookshelf, I mean, I love the old school stuff. So if you’re if you’re into really a student of marketing, which I consider myself, there’s a gentleman named John Caples. See APL. Yes. Who I have. I think every one of his books, including some first editions I was able to find.

So John, you know, passed away a while back. He wrote books on copywriting. He wrote books on advertising. I love it. And I just really enjoyed his books.

You know, more more recently. Gosh. Have you read the book? The One Thing.

Yes. Yeah. I mean, I love that book. Those guys are here in Austin.

Oh, really? Yeah. I mean, that’s that’s a great book. I should. I wish I had a headless wireless headset over my my my library here. Well, I didn’t mean to put you on the spot.

Yeah. Now what we’ll do is we’ll get a link to that blog post in the show. Notes for you.

Yeah. See, you’re big. It’s probably 10 years old. Most of them are older books. But again, I love you know, I love the old school stuff that worked way back when and tried to figure out how do you modernize it.

Well, Mike, thank you so much for taking the time to join me and share a glass of wine with me and share your story. And it just goes to show. Right. You can go from from being a marine engineer to an industrial engineer to a marketing guru and nine time author. And you never know where life’s going to take you.

Well, Reuben, I appreciate it. Thank you very much. Cheers.

Cheers.

Thanks for listening if you have a friend who would benefit from this episode. Please pass the word along. Have a friend who wouldn’t benefit. You haven’t talked to a while. Give them a call. iTunes reviews are great to get the word out and help me create the show that’s most useful to you. And if you’re frustrated with your sales and marketing process or lack thereof, check out Mimiran, the CRM for people who hate selling.

Until next time.

The Wine

Mike had some Barrel House Cabernet Sauvignon while I had a glass of Murphy Goode Pinot Noir.


Where to find Mike…

Main Street Author Mike Capuzzi

Other books mentioned:

listen-on-apple-podcasts-sales-for-nerds

Where you can find Reuben: @Sales4Nerds, @Mimiran, Mimiran.com, the easy CRM for people who are awesome at serving clients and would love some help getting more, but hate “selling”, (Mimiran also makes it easy to track and grow referrals). You can also  listen on Overcast, or Subscribe on Android, or Player.fm.

Want a way to make sales and marketing fun, without being “salesy”? Try Mimiran, the CRM for people who hate “selling”.


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051: Stacey Brown Randall on getting Referrals (without asking)

Stacey Brown Randall has a system for what so many of us rely on to get business: referrals.

She got there as many of us do, through failing after she started her first business, doing HR consulting. She got her clients through networking and “hustle” and had to work too hard. She’s land clients like KPMG, do the work, and then realize she was starting at the beginning again. That’s an OK way to start, but it’s not sustainable, and 4 years later, she was on the same “feast or famine” roller coaster.

I also got brave and did video for this episode, so you can watch that, if you prefer…

In addition, while Stacey knew her stuff and could deliver for clients, she wasn’t a salesperson, even with a corporate background in sales and marketing. Having conversations and turning them into clients wasn’t the problem, it was getting the conversations in the first place.

Looking back on the failed business, she realized that the only referral she got was after she had already shut down the business.

Researching how to get referrals, it all seemed so cheesy and unprofessional. She didn’t want to ask, pay, or be cheesy.

She realized she needed better referrals when she launched her coaching business and got over 100 referrals in the first year (as she has done every since). She had something like 30 referrals sources, some of whom sent double digit referrals. And she did this without any testimonials or case studies.

She also realized that she had to do some business development every day. She didn’t want to do the networking circuit, especially with a young family (tell me about it).

Then people started asking her how she got so many referrals (without asking) and she realized she had something to teach.

Referrals, Introductions, and Word-of-Mouth

What does a “referral” mean, and how is it different from an introduction and word-of-mouth? Referrals have both of these components:

  1. Involve a personal connection that transfers trust. (An introduction.)
  2. Identified need, in other words, the prospect is in buying mode. (Word-of-mouth)

5 Step Process for Referrals

Note– for this to work, you have to do great work which makes you referrable. (This is the subject of Stacey’s second book, Sticky Client Experiences, which she’s working on now.)

To prove this, you must have received a referral (preferably several).

Assuming those are true…

  1. Identify your referral sources. Do it once– it will take a lot of time, but you only have to do it once. (Easy if you have the right CRM.) Who refers you clients. Stacey says that this list is your business’s biggest asset. (I didn’t know Stacey was going to say this when I interviewed her– but you should check out the Referrals screen in the Mimiran CRM.) You’ll probably have a few reactions to this list.
    1. I want more referral sources.
    2. Who are the people I spend a lot of time with who don’t refer me anyone.
    3. Who are the people who refer me business that I don’t talk to enough.
  2. Every time you receive a referral, hand write a thank you note, that is very specific about why you are thanking them– mention which referral you are talking about– even if your handwriting is terrible (ahem!). Take care of your referral sources– they keep you from having to eat rubber chicken dinners!
  3. Have an annual plan for outreach to make your memorable and top-of-mind. Do 4-8 touches per year. This is NOT a newsletter or sending swag. (For example, Stacey realized that most of her referral sources were parents, so she recognized them on Mothers’ Day with a Wonder Woman water bottle.)
  4. Plant referral seeds. Use the right language. Your touch point details will dictate the language, but be authentic.
  5. Create a process that you can execute.

Note that referral sources don’t have to be mutual.

Also note that how many referrals you need will depend on what you sell and your capacity for bringing on clients. For example, if you need 30 new clients per year, and you’re getting 10 referrals from 6 sources, you probably want to double your referral sources. Look at your referrals over the past 3 years (if you have that data).

Never forget that the referral source isn’t doing it for you– they are doing it for their friend, so they can be the hero to them.

The Wine & Beer

I got to enjoy some Sojourn Pinot Noir from Sonoma California (getting a bit fancy with the pandemic and all), and Stacey had one of the 2 remaining Coors Lights in her house. (We could have gone on longer, because this is such a great topic, but I didn’t want her to run out of beer completely.)


Where to find Stacey…

listen-on-apple-podcasts-sales-for-nerds

Where you can find Reuben: @Sales4Nerds, @Mimiran, Mimiran.com, the easy CRM for people who are awesome at serving clients and would love some help getting more, but hate “selling”, (Mimiran also makes it easy to track and grow referrals). You can also  listen on Overcast, or Subscribe on Android, or Player.fm.


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046 What I’ve Learned this Decade

Since this episode is coming out in the middle of the holidays, I didn’t want to bury a guest in here. 😉

So here’s a different kind of episode, reflecting on the past decade and some of the things I’ve learned.

The Wine

Chateau Bellevue Bordeaux, 2015. Yum.


listen-on-apple-podcasts-sales-for-nerds

Where you can find Reuben: @Sales4Nerds, @Mimiran, Mimiran.com (the easy CRM for people who are awesome at serving clients and would love some help getting more, but hate “selling”). You can also  listen on Overcast, or Subscribe on Android, or Player.fm.

Also, if you can get a free “fill in the blank” hero proposal template. Remember, a proposal is a story, not a brochure.

If you’ve ever struggled with a proposal, check out the “official” Sales for Nerds online course on Sales Proposals the Right Way (coupon link for listeners).


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044 John Livesay on Better Selling through Storytelling

John Livesay

John Livesay becomes the second guest to return to Sales for Nerds (catch his earlier episode on how to pitch here). Now he’s back to talk about “Better Selling through Storytelling”, which of course is the name of his new book.

In this episode, John goes into why storytelling is so important (it’s how we actually learn and communicate, not just by dumping facts on people), and how to do it effectively. In particular, John goes into:

Story Structure

Each story has a framework.

  • Exposition (the who, what, when, where, why)
  • The problem– if there’s no problem, there’s no drama
  • The solution
  • And the resolution– what life is like after the solution

How to Move up the “5 I’s” Ladder (whether in sales or in the dating world)

  • Invisible
  • Insignificant
  • Interesting
  • Intriguing
  • Irresistible

Note that most small business are stuck on the first 2 rungs.

The way to move up the ladder is to tell stories (you may have heard them called “case studies”) about one person so that other people can see themselves in the story. These stories will find their way to your buyers and pull them in if you do a good job.

Of course, this means picking your niche so that your story resonates with the other people in that niche. Don’t worry about going too narrow (this should sound familiar from Aaron Ross’s advice on nailing your niche). Your story will still resonate, just not as powerfully, with nearby niches. This is still better than telling a more generic story that applies to everyone, but resonates with no one.

To all the way to the top of the ladder, John (of course) tells the story of meeting Michael Phelps, and how his coach asked if he was willing to train on Sundays. When Michael said that we he was, the coach said, “great, now we have 52 more training sessions than the other swimmers.” This is John’s way of getting us to think about what we can do or offer that no one else can.

Weaving stories together

The buyer wants to see their story in your story about other buyers. They also need to know your story (although we typically focus too much on this part, and not enough on the others). So how do we weave these stories together?

First consider 3 unspoken questions a prospect has. Not: do I know, like, and trust you? But: do I trust, like, and know you? In other words, do I trust you enough to even listen to anything you have to say? Then, do I like you enough to want to listen? And finally, moving from the gut, to the heart, to the head, do I know you (and that you can do the job)?

If you can do that, you can use the case study to weave the stories together.

In this age of more and more information and technology, storytelling is more important than ever, but in John’s view, everyone can be a good storyteller.

Handling the negatives

Don’t get put off by objections– they are buying signals. And don’t forget that it’s not the job of your prospects, strangers, or even your kids to make you feel good. As John writes, “that’s why they call it self-esteem.”

Side note: some slides I often like to use:

The Wine (& Whisky)

John enjoys some Stag’s Leap Chardonnay.

Earlier that morning, I’d had a wisdom tooth out. They told me to avoid alcohol for a couple of days (not because of any health issues, but because it would hurt). I was tempted to just skip having a drink with John, but that didn’t seem right. I also didn’t want to open a bottle of wine if it was too painful to drink. So I decided to have a sip of whisky as a test. All good. So I had a glass of Caol Ila Islay 12 year old scotch.

(I was trying extra hard to concentrate and felt that I wasn’t doing a great job, but John said it was a good conversation.)

Where to find John…

Better Selling through storytelling cover

Get John’s book: Better Selling through Storytelling

listen-on-apple-podcasts-sales-for-nerds

Where you can find Reuben: @Sales4Nerds, @Mimiran, Mimiran.com (the easy CRM for people who are awesome at serving clients and would love some help getting more, but hate “selling”). You can also  listen on Overcast, or Subscribe on Android, or Player.fm.

Also, if you can get a free “fill in the blank” hero proposal template. Remember, a proposal is a story, not a brochure.

If you’ve ever struggled with a proposal, check out the “official” Sales for Nerds online course on Sales Proposals the Right Way (coupon link for listeners).


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043 Oscar Trimboli on Deep Listening

This is a bit of a different episode, but bear with me. Oscar Trimboli is not a “sales” expert, or a “marketing” expert, or any of the usual experts you’ll find on this podcast. He’s a “deep listening” expert. What does that even mean? And what does it mean for you?

First, consider the time and effort you’ve put into communication. Speaking, writing, presenting. Maybe not as much time and effort as we’d like, but consider how much time and energy have you invested in learning to listen?

Listening is more important that talking, but most of us have no formal training in how to listen. The good news is that you can listen to this episode (no pun intended) and get some great training that will help you be more effective at work and at life.

In this episode, learn:

  • How Oscar learned to be good at cards despite being bad at math.
  • How he decided to focus his career on deep listening.
  • Why deep listening is essential for good sales and marketing
  • How to shorten the sales cycle
  • The 4 listening villains (The Dramatizer, The Interrupter, The Lost Listener, and The Shrewd Listener)
  • The simple reason we have to listen deeply– the rates of speaking (125 words per minute), listening (400 words per minute) and thinking (up to 900 words per minute) are different– so there’s always something unsaid going through the speaker’s mind. You might only be getting 11% of the picture.
  • Listen for code words that show that speaker is getting to thoughts originally unspoken, like “I’ve just realized…” or “what I forgot to mention is…”
  • Deep listening is actually about helping the speaker get their real thoughts out.
  • Why you don’t want to start with “why?” questions, start with “how?” and “what?” (reminiscent of advice Craig Elias gave in Episode 36).
  • Listen to the silence– give your conversation partner time to think
  • The 5 Layers of meaning:
    • Listening to yourself
    • Listening to content (this is where most listening advice starts, forgetting how important it is to get yourself in the right place)
    • Listening for context
    • Listening for what’s unsaid
    • Listening for meaning
  • Simple advice for becoming a better listener: turn off your screens (including mental browser tabs), and take 3 deep breaths so you can slow down and focus on listening.

If you like this episode, check out the Deep Listening podcast and the Deep Listening book (and the box set that includes the cards)

The Wine

I’m enjoying some Qupé Syrah from Santa Barbara County. Oscar is the designated driver, both for his wine-loving relatives and on this podcast.

I enjoyed some Loveblock (that does not sound right, does it?) Sauvignon Blank from New Zealand (taste much better than the name). 😉

Where to find Oscar…

listen-on-apple-podcasts-sales-for-nerds

Where you can find Reuben: @Sales4Nerds, @Mimiran, Mimiran.com (the easy CRM for people who are awesome at serving clients and would love some help getting more, but hate “selling”). You can also  listen on Overcast, or Subscribe on Android, or Player.fm.

If you’ve ever struggled with a proposal, check out the “official” Sales for Nerds online course on Sales Proposals the Right Way (coupon link for listeners).


Get alerted when there are new episodes (1x/month):