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BRX Pro Tip: 2 Customer Retention Tips

June 12, 2023 by angishields

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BRX Pro Tips
BRX Pro Tip: 2 Customer Retention Tips
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BRX Pro Tip: 2 Customer Retention Tips

Stone Payton: [00:00:00] Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, today’s topic, and I do think it’s an important one, man, customer retention.

Lee Kantor: [00:00:12] Yeah, because it is so difficult to get new clients. Keeping them is more and more important in today’s economy. And one great way to keep your customer is to speed up the way you interact with them. So, is there any way right now that you can build automation into your customer care so that you are giving some level of support immediately to the people that matter most to you?

Lee Kantor: [00:00:36] Giving fast support shows that you’re there and you care. So, if you can be doing something that at least acknowledges, “Hey, I heard you,” “Hey, I understand what you’re doing,” and then if you have automation that can maybe solve easy problems, that’s great. And if you can’t solve easy problems letting them know, “Hey, this is going to be sent to our staff and somebody will get back to you shortly,” and then really get back to them shortly, that’ll go a long way to keeping your customers happy and feeling like you’re paying attention to them and not ignoring them or neglecting them.

Lee Kantor: [00:01:08] And secondly, create a culture that puts your clients first. Everyone on the team should know your core values around customer care. You should be role-modeling how you expect clients to be treated. If you allow your people to resent and badmouth your clients behind their backs, don’t be shocked that your team will think that your clients are a necessary evil and they won’t deliver the above-and-beyond service that keeps customers for life.

Lee Kantor: [00:01:33] So, really kind of lean into appreciating and supporting your customers and demonstrate that with your own actions, and that will keep your team all focused on in the right direction in helping serve your clients better and help keeping them around longer.

Tyler Head with CGI Digital

June 9, 2023 by angishields

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Cherokee Business Radio
Tyler Head with CGI Digital
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On this episode of Kid Biz Radio we talk with Tyler Head from CGI, a digital economic development company. Tyler shares his journey to success, and the importance of mentorship and making a positive impact on the community.

He also gives advice for aspiring entrepreneurs, emphasizing the importance of staying true to oneself, seeking help from trusted advisors, and keeping goals in mind. Tyler talks about the importance of unity and finding common ground as humans. We wrap up with a lighthearted “this or that” round of questions and Tyler’s book and movie recommendations.

Kid-Biz-Radio-Tyler-Head-bwThroughout his career, Tyler Head with CGI Digital has helped communities and businesses all over the USA adapt to the digital era and leverage digital technologies to drive economic growth.

Whether he’s working with local government officials or entrepreneurs, he’s committed to building strong relationships and driving positive change in the communities he serves. With a track record of success in economic development, digital marketing, and community engagement, Tyler is proud to be making a difference in the lives of people all over the country.

Connect with Tyler on LinkedIn.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios in Woodstock, Georgia. It’s time for Kid Biz Radio. Kid Biz Radio creates conversations about the power of entrepreneurship and the positive impact that journey can have on kids. For more information, go to kidbizexpo.com. Now here’s your host.

Layla Dierdorff: [00:00:28] Hi. Welcome to Kid Biz Radio. I’m Layla.

Austyn Guest: [00:00:31] And I’m Austyn.

Layla Dierdorff: [00:00:32] And today we have an awesome guest with us in the studio, Tyler Head with CGI. Hello.

Tyler Head: [00:00:37] Thanks for having me, guys. Happy to be here.

Austyn Guest: [00:00:39] Can you tell us about yourself and about your business?

Tyler Head: [00:00:42] Yeah, so kind of a weird path to CGI covering a couple of different states in about a half a decade of time. But what we do is digital economic development. So a lot of moving parts, it sounds like breaks down pretty simply. We help municipalities curate quality control. The first impression they make online kind of as a whole, specifically on the home page of their municipal website. Who uses it versus who you would expect to use. It may be surprising to some of you, but kind of wholesale across the board, we produce a video series that acts as the first impression for your community, in this case Cherokee County’s, who were working with. And then my role individually is to meet with all the nonprofits, the businesses, the community as a whole to help them improve the digital infrastructure of the place that they live so that it’s more attractive for the people that they want to attract and they get the right folks moving in and grow the way that they want to grow. In a nutshell.

Austyn Guest: [00:01:41] We have a lot of workshops focusing on like your first like appearance and impressions and stuff.

Tyler Head: [00:01:46] Well, that’s that’s the name of the game. You think about bounce rates on websites and making first impressions. You kind of get one shot these days and yeah, and then you’re out of there.

Austyn Guest: [00:01:56] Yeah. How did you get started in your business?

Tyler Head: [00:02:00] So interesting story. Okay. I was a young whippersnapper myself managing some beach clubs down in Florida and got recruited out of it from, I guess just being able to talk well at people got into radio at that point and then was noticed by a Chamber of Commerce director by the name of Kelly Jo Kilburg, who ended up being one of my long time mentors, even to this day, recruited me into the chamber of Commerce world, at which point I worked with CGI on the other side of the table brought them into our community. Some people are familiar with it. Santa Rosa Beach, the third area down in the Gulf Coast of Florida, went through the whole process with CGI. I love the model, the community impact that they have and the intervening years I moved on from the chamber, launched my own consulting firm, and my wife received an opportunity, now wife, to relocate home back to Knoxville for a super amazing job for her. And I went with her because we weren’t going to say no to that. And CGI was actually opening up an office in Knoxville. So I shuttered my firm headfirst promotions and said, Hey guys, I would like to do what you guys do for you. I’m here in Knoxville. Let me be your Southern representative and I will make all these folks that sound and look like me, like you. And that was about six years ago. So business is booming.

Austyn Guest: [00:03:25] Very, very nice. On your path to becoming what you are now. What have you done to really help you be successful?

Tyler Head: [00:03:33] To speak on mentorship, which is something I helped create within CGI as our first mentorship program that we’ve had as a company. The not many, but the few people I’ve had that have been more senior in the industry and not in any particular industry to look to, to give you the structure of here’s the things that you need to be good at and excel with. To have success really gives you the launch pad. So looking for quality mentorship, but also challenging the boundaries of what you should be or shouldn’t be doing within your scope of activity. So pushing it just a little bit on the line, seeing where there’s new things that can be done, where there’s maybe deficiencies in a process and all the while kind of looking to the people that have guided you along the way to tell me if I’m getting too far out of hand, reel me back in if you need to, but let us keep let us keep going. And those mentors are Guideposts along the way. But it’s really just kind of figuring out what works and what doesn’t work for you individually, because not everybody is the same.

Austyn Guest: [00:04:40] Are you a mentor for someone?

Tyler Head: [00:04:42] I have. I have several mentors within our company, actually. My latest mentor, just one miss or mentee. Actually, I’m the mentor. Let me get the terminology straight. Just won Miss Pennsylvania, USA. So she’s actually going to be in the Miss America contest.

Austyn Guest: [00:04:57] That’s really cool. That is very cool.

Tyler Head: [00:05:00] Rooting for you, Jasmine. Yes, rooting for you.

Austyn Guest: [00:05:02] That’s really pretty. All right. Okay. What would you say you like? Define success as.

Tyler Head: [00:05:09] Well. The easy answer is financial security, right? That’s kind of how everybody would answer. Everybody would label it as that. I think that’s an aspect of success because if you’re not hitting that mark, then you’re going to be a lot more stressed out and looking for ways to do so. A little more difficult, but I would say it’s financial security, married with fulfillment and what you do on a day to day basis. I enjoy my role day to day. I enjoy traveling to these communities and interacting with business owners and nonprofit leaders and people that are out there cutting their teeth, trying to do the same thing and improve their circumstances. I could I could do this job for free. But back to that financial security thing, you kind of need both. So I would say it’s a marriage of those two.

Austyn Guest: [00:05:57] That’s actually really good because a lot a lot, a lot of people say like, you don’t need money to be happy. You just need happiness. But like you say, money helps. It’s it’s easier to be happy with some money. Yeah, Yeah. Some people say like strictly financially, like successful or like you don’t need money to be happy. There’s like, no in between answers.

Tyler Head: [00:06:16] You got to have that gray area because it does. You got to be fulfilled in the day to day.

Austyn Guest: [00:06:21] I would probably say success would be definitely a mix of what you were saying. Like money definitely helps. And but there’s also other ways to be successful without said money in many different aspects of life, whether it’s business related or it’s just personally. Um. I can have a little story, I guess. Okay. In my first expo that I did, I made, like, the least amount of money that I’ve ever made, but it was my favorite because people were so, like, happy and like, I was like, talking to each other and it was really fun. So like, yeah, I didn’t make a lot of money, but it was still my favorite one just because like we were all talking to each other and ask each other questions and stuff. Yeah, it was the first one we did. So it was a very fun experience.

Tyler Head: [00:07:11] And you can still have the excitement and it’s the experience and that’s, that’s a benefit of what I do is every community is different. So it’s always a new type of situation, economic scenario, strengths, weaknesses. So that does keep it fresh for me. So I do think that probably works in my benefit from being able to just be fulfilled day to day. But you have to go and find that kind of excitement because you can lose sight of it chasing the dollar really, really quickly. Yeah. So it’s kind of going back to that marriage between the two is like, how do I keep that earnestness as I go through, you know, on a day to day basis? I.

Austyn Guest: [00:07:46] All right. What would you say or maybe some regrets that you have when you were starting up your business?

Tyler Head: [00:07:54] Oh, there’s plenty.

Austyn Guest: [00:07:57] The first few.

Tyler Head: [00:07:58] A big one, I would say, is there’s a lot of negativity in the world today, especially with people that think they know more than you about you getting advice from folks. I mentioned mentorship, right? Everybody wants to tell you what to do in the way that you can do it, right? A true mentor is really just sort of a resource for you to help you along, not dictate the terms of what your existence is going to be. And early on, I would use the term like, yes, man a little bit. Specifically, when I was in radio at first and doing sports talk and talking football and hosting things, you know, they would tell you something that would or wouldn’t work based on their experience with it. And that’s not necessarily accurate.

Austyn Guest: [00:08:41] Maybe I can make it work.

Tyler Head: [00:08:42] Yeah, exactly. So like letting that negativity naysaying kind of bleed into my motivation and the goal setting that I was doing, I did a little bit too much of it on the front end because I was trying to humor the people around me. But everything really started to take off when I just sort of let my individual nature take over, you know, trust the people I know I can trust. Everybody else is. They’ve got some sort of agency in the game where they’re you look too good. It may negatively affect them or, you know, they give you some some bad advice that you follow and it reflects back on everybody. So I would say stick by your guns. Know what you know, seek help from the people that you know you can trust with advice. And that’s that’s one big one that comes to mind. The next would probably be not sleeping enough. You definitely should get like the full ten hours on hours.

Austyn Guest: [00:09:37] That’s a.

Tyler Head: [00:09:37] Lot. It catches up with you over a few years. I know this is Kid Biz Radio. You guys got plenty of energy. Give it like 4 or 5 more years. Caffeine becomes a best friend or a worst enemy. Really quick.

Austyn Guest: [00:09:51] Okay. Pretty much answered the next question. So if you want to if you have any more, you can say, But do you have any advice for aspiring entrepreneurs to help prevent or kind of like lessen the mistakes that you made?

Tyler Head: [00:10:03] Well, obviously, get the good sleep. That’s that’s an easy one. Yeah. You know, in bed by ten if you can help it. But, you know, the other one’s kind of hard because especially when you’re in your youth and you’re maybe being employed by someone or you’re looking to other people to kind of help you along your path, like you’re looking for those answers, but kind of keep your North Star is what I would leave you with as far as a way to avoid that type of situation where the negativity can bleed into you a little bit, know where you’re going and know what you’re trying to do, and let those things kind of ping pong you along the pathway, but don’t let it ever knock you off the path. So keeping your North Star, staying on your track, listening to what everybody has to say, but also playing it pretty close to the chest, like don’t let anybody sway you one way or the other until you’ve really thought it through from your perspective. And that is something that’s hard to do when you’re younger because you don’t have the experience to fall back on. That just comes with time. There’s no way around it. You’ve just got to you’ve got to make mistakes and screw it up sometimes, but you learn from that. Just don’t ever let anybody else be the one that that knocks you off the path.

Austyn Guest: [00:11:13] Listen, but then form your own opinion.

Speaker3: [00:11:15] Exactly. Yeah.

Austyn Guest: [00:11:16] My mom tells me that a lot. Anyway.

Tyler Head: [00:11:18] Good reason. Good, Mom.

Austyn Guest: [00:11:19] So we’ve been talking a lot about, like, we’ve been talking a lot about the past. Now on to the future. Do you have any future goals for your business?

Tyler Head: [00:11:26] Yeah, absolutely. With CGI, we’ve we’ve been around for a while now. We cover the whole country, so we’ve got a decent amount of scale. One thing we need to do better at is having people understand who we are on the front end of things instead of kind of having to have a 45 minute long conversation with me and be like, Oh, this makes sense. We do a better job of situations like this, conversations like this, really putting out our good work to the country, working with thousands of communities and hundreds of thousands of businesses at this point. You know, all the local nonprofits in the community work with us, you know, at no cost. We’re a resource for every single organization in this community to look to. And it’s not even anything that necessarily has to be paid for on the front end. Every business I meet with gets a complimentary audit of their entire online presence. So here’s where you’re strong, here’s where you’re weak, here’s where you can develop, here’s where you can do things on your own. Here’s where we can maybe help you. And a lot of communities aren’t aware of that. And so my big goal over the next 3 to 4 years is to transition us to being more in the forefront of our projects rather than just being the facilitator on the back end, which is sort of by designation. We’re a third party complimenter so we do things that a municipality. Can’t do because of conflict of interest or legal, you know, things that could happen by selective favoritism in communities. But we do a really, really good job at it, and I think that needs to be pushed more to the forefront that way. Situations like this occur, more people reach out to me, I get phone calls and I don’t have to individually pop up and say, Hey, my name is Tyler with CGI. Heard a lot about you. We’d like to have a meeting. Yeah, because that just limits our efficiency and takes more time.

Austyn Guest: [00:13:15] Correct.

Tyler Head: [00:13:15] And the more we can do to kind of evangelize the good things that we do throughout the country, the easier my job gets and I can get back to that fulfillment part.

Speaker3: [00:13:25] Great.

Austyn Guest: [00:13:25] All right. So moving on to the deep questions.

Speaker3: [00:13:28] Bring it.

Austyn Guest: [00:13:29] All right. If you had the attention of the whole world for five minutes, what would you say? Everybody’s paying attention. Everybody’s listening to what you are saying for five minutes. What do you say?

Tyler Head: [00:13:40] If you could all just Venmo me $1?

Speaker3: [00:13:44] No, no.

Austyn Guest: [00:13:44] But for the most realistic answer we’ve.

Speaker3: [00:13:47] Gotten.

Tyler Head: [00:13:48] For $1, you can make this gentleman’s life way easier. And then Sarah McLaughlin just kind of chimes in.

Speaker3: [00:13:54] Yeah.

Tyler Head: [00:13:55] And I’m sad behind like a fence. Now, I would say division is all you see kind of around the world. Now you turn on the news, bad news, you look around, you hear gossip and negative talk and naysayers. Everybody is making it up as they go along. For the most part, we have way more things in common as humans than we have things different between us. Share a.

Speaker3: [00:14:22] Meal.

Tyler Head: [00:14:24] Share a meal. Get together in a room with people you maybe don’t get along with. You’ll see the commonalities in your life. Yeah, get over it. It’s not that serious. People just get along. Like work it out. That’s. That’s what I would say, especially if they have to listen, which is, you know, that’s the prompt. So if they want to take something to heart, it’s just play nice, get along, you know, figure, share drinks, share a meal. You guys will, you guys will be fine.

Austyn Guest: [00:14:50] I would probably like fix the world if you actually got to say that.

Speaker3: [00:14:53] Yeah, well.

Tyler Head: [00:14:54] If they had to.

Speaker3: [00:14:55] Prevent World War three happening.

Tyler Head: [00:14:56] And hopefully I had enough translators to, you know.

Speaker3: [00:14:58] Get it out there.

Austyn Guest: [00:14:59] Oh, yeah, that’s true. That’s very true. Okay. If you woke up tomorrow without your business, everything was gone. What would what would be your first steps to recovery or would you try to recover?

Tyler Head: [00:15:09] I mean. My skill set, what I bring to conversations and my role as a consultant, I think is going to be a need either way, whether my company existed or not. You know, if the office disappeared tomorrow, the people that are out there in the country, the business owners, entrepreneurs that are trying to figure out how to, you know, they’re really good at this thing. That’s their day to day life. And there’s all the other things that surround that that supplement that or don’t. I think I would be fine based on what I’m able to bring to the table and and help them with. So I wouldn’t be too rattled one way or the other. It wouldn’t be fun. But but I do think, especially with how the Internet has changed the dynamics of how people live their lives and run their businesses with what we do, the phone would be ringing the next day, even if it wasn’t for the business, because someone’s going to have the same headache, someone’s going to have the same problems, they’re going to have the thing they’re trying to work towards from a goal standpoint. And I would still be able to help them there. So it wouldn’t be the big box shop that we are now, but it would still be me just in the trenches helping them out the best that I can.

Austyn Guest: [00:16:19] You talked about how technology changed all that. Do you think your company will change with the evolution of technology?

Tyler Head: [00:16:25] We have been very good about staying in front of the tides of technology. We started out as if you’ve ever been to a vacation town and you see like the map of the community that’s painted with all the businesses and the main streets, that’s where we started. And now we have video driven AI powered websites that turn your entire website into basically what people are programed to use via social media. So we can turn a business’s website into a social media platform for them through a platform we have called Seesaw. And that’s just the newest thing. Before that it was voice search ability and then it was video and integrating video into your day to day life and your business. We’ve always done a very, very good job of forecasting what’s coming next and being in front of that. So we will continue to do so and to stay out in front of it. I is sort of the new hot commodity that everybody’s either stressed about or super excited about.

Speaker3: [00:17:26] Yeah, yeah.

Austyn Guest: [00:17:27] Everyone has something.

Tyler Head: [00:17:28] We’ve been incorporating it into our services and our business model for the last 4 or 5 years now. Even when it was before it was there’s a dime a dozen and everybody was just kind of rolling with IBM. Watson We were doing things with AI just to kind of keep it, you know, teased in people’s minds. There’s new things that are coming and the world is changing. Well, the thing that people need to understand is you can’t stop that part. You just got to figure out how to make it work for you.

Austyn Guest: [00:17:56] Yeah, people try to like no technology.

Tyler Head: [00:17:59] No, no, no, no. A lot of the rural towns I work with, they think the Internet is going to ruin their business. And it can because.

Speaker3: [00:18:05] But it can also benefit you.

Tyler Head: [00:18:07] If they avoid it and they run away from the Internet, then it will ruin their business because everybody that’s actually utilizing it, that’s a competitor is going to be who gets that business. And so I’ll meet with 80, 90 year old, fourth generation owned, family owned businesses who have never done anything with the Internet at all. And I’d be like, Hey, baby steps, like, let’s start with this. And then computer. And that’s what digital economic development is. That’s what CGI does, is we introduce these concepts and these methods to areas that maybe aren’t familiar with them a lot more. So now are and, you know, it’s normal day to day business, but I still find areas every now and then where, wow, we didn’t know this worked this way or I didn’t know I could do this. And it’s exciting to it’s exciting to bring that kind of stuff to the table and see their eyes light up like a little kid on Christmas up there, you know, my great grandparent age.

Speaker3: [00:18:56] Yeah.

Austyn Guest: [00:18:56] Yeah, that’s besides the point. Okay. All right. So we’re going to do a quick this or that, like, sort of speed round questions just for fun and like, yay.

Speaker3: [00:19:05] I’m trusting.

Austyn Guest: [00:19:06] You be like two different options and you’re going to say really quickly, like, no thinking about.

Speaker3: [00:19:09] It. Okay, I’m.

Tyler Head: [00:19:10] Good at not thinking.

Speaker3: [00:19:12] Okay.

Austyn Guest: [00:19:12] All right, here we go. Cats or dogs.

Tyler Head: [00:19:15] Have both.

Austyn Guest: [00:19:16] Cats. Spider-man or Batman. Batman books or movies.

Tyler Head: [00:19:20] Books, long shot.

Austyn Guest: [00:19:21] Waffle or curly.

Speaker3: [00:19:22] Fries, curly.

Austyn Guest: [00:19:23] Mountains or the.

Speaker3: [00:19:24] Beach.

Tyler Head: [00:19:25] Lived in both would say beach at this point.

Austyn Guest: [00:19:27] Sweet or salty.

Speaker3: [00:19:28] Salty.

Tyler Head: [00:19:29] Savory.

Speaker3: [00:19:30] Guy.

Austyn Guest: [00:19:30] Chocolate or fruity.

Speaker3: [00:19:31] Candy chocolate.

Austyn Guest: [00:19:33] Cake or.

Speaker3: [00:19:33] Pie.

Tyler Head: [00:19:34] Pie Specifically key lime.

Austyn Guest: [00:19:36] Yes. Very good answer.

Speaker3: [00:19:39] Okay.

Austyn Guest: [00:19:40] Lower high rise.

Speaker3: [00:19:41] Jeans.

Tyler Head: [00:19:42] Live through the 2000s. So? So all the low rise phase. Ask my wife. We probably have to say high rise at this point without getting in.

Speaker3: [00:19:48] Trouble with her. Probably a good.

Austyn Guest: [00:19:50] Answer. Comedy or horror, like any book.

Tyler Head: [00:19:53] What about a comedy horror?

Speaker3: [00:19:55] Those are.

Tyler Head: [00:19:56] Really good. Jordan Peele But I would say comedy off the front end.

Austyn Guest: [00:20:00] All right. Nice. Okay. All right. So those were just some quick fun little questions. Thank you, Tyler, for hanging out with us today. We really appreciate it. Can you tell everyone how they can get in touch with you and check out what you’re doing currently?

Speaker3: [00:20:15] Yeah, well, I.

Tyler Head: [00:20:15] Appreciate you guys having me. It’s super fun. I like to talk to you guys again, but easy way to get in touch with me. My name is Tyler Head with CGI Digital. You can schedule time with me if you’re curious about this. We are working with Cherokee County, so everyone that’s probably listening to this has some sort of interest in Cherokee County calendly.com/cgi Tyler or go to CGI digital.com. It’ll be harder to find me there but you can use the Calendly link that I just gave you to set up time with me. Other than that, I’m always around. Someone’s probably interacting with me that, you know, just ask your friends and we’ll be talking to you soon.

Austyn Guest: [00:20:52] All right. Fantastic. Well, we enjoyed our time with you today, and we know our audience will get so much out of hearing your story. Thanks for listening. And we’ll see you on the next one.

 

Tagged With: CGI Digital

BRX Pro Tip: Zero to 1 is Hard

June 9, 2023 by angishields

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BRX Pro Tips
BRX Pro Tip: Zero to 1 is Hard
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BRX Pro Tip: Zero to 1 is Hard

Stone Payton: [00:00:00] Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, what’s your take, advice, counsel, wisdom on trying to get something off the ground, man, in the early stages?

Lee Kantor: [00:00:14] Well, going from 0 to 1 is super difficult and it’s much more difficult than I think people realize.

Lee Kantor: [00:00:22] Something that I read recently really kind of brought this home to me. Homo sapiens have been around for 300,000 years. The Wright brothers first flight was in 1903. We landed on the moon in 1969. And Voyagers 1 and 2 are currently 14 billion miles from Earth and have passed both Jupiter and Saturn. So, think about that. It took 300,000 years to get to version 1.0 of flight that got us off the ground safely. In the next hundred years, we have been able to safely travel deep into space. That boggles the mind.

Lee Kantor: [00:01:07] So, when you’re creating something from nothing, you have to give yourself some grace. The first version will take the longest, but progress will move faster once that first version has been done well.

BRX Pro Tip: 2 Sales Prospecting for Beginners Tips

June 8, 2023 by angishields

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BRX Pro Tip: 2 Sales Prospecting for Beginners Tips

Stone Payton: [00:00:00] And we are back with Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, as you well know, one of the reasons that I was so enamored with the Business RadioX business model methodology ethos well over 18 years ago is because it literally solved the prospecting problem for me. What counsel, if any, do you have with respect to sales prospecting for beginners?

Lee Kantor: [00:00:30] Yeah. A lot of times when this is the first time you’ve been given a sales responsibility, you don’t know where to begin. And I think a great place to begin sales prospecting if you are just starting out or have never done this before is to kind of get a clear idea of who your ideal customer is and build that dream list. And this list should include obviously the people who buy from you, who write you checks, but it should also include the people who refer business to you. It should include the associations that serve those people. It should include some of the influencers, the authors, the writers, the video bloggers, the podcasters who also serve that niche, and really get the lay of the land. So, it should also include your current customers. It should include former customers.

Lee Kantor: [00:01:18] So, if you build this list, this kind of dream list of, okay, this is a group of people that I want to get to know better, I want to learn more from them, I want to learn what they’re up to, what they need, that’s going to help you focus in on the people most important to you. And then, once you’ve identified these people that are most important to you, you have to find ways to elegantly serve them.

Lee Kantor: [00:01:42] So, how are you going to do this? Are you going to do it through education? Are you going to do it by just selling, you know, pitching them, you know, things? I find a lot of people do too much of the pitching and not enough of the educating. A thing that we do at Business RadioX that’s a little different than most people is we build a show around these people and the people that are most important to them. And we interview them and we create a ton of thought leadership and we create a ton of media opportunities for these people that helps our clients build relationships with them directly.

Lee Kantor: [00:02:17] So if you’re struggling with prospecting, I think it’s in your best interest to learn more about Business RadioX because what we’re doing is helping our clients build relationships with the people most important to them, and we can do that at scale and that’s our superpower and that’s what we do every day. So, sales prospecting doesn’t have to be difficult if you have the right tools at your disposal.

Women-Owned Businesses: Why Do They Matter?

June 7, 2023 by angishields

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In this episode of Women in Motion, hosts Lee Kantor and Dr. Pamela Williamson talk with Vaughn M. Williams III, Principal Supplier Diversity Advisor for SoCal Gas Company, about their supplier diversity program and how they serve underserved groups, such as women-owned businesses. Vaughn shares advice for potential suppliers and tells a success story of a woman-owned business that he mentored and helped grow.

Marianne Ellis, CEO and Founder of CEO Success Community, also joins the conversation to discuss the importance of women-owned businesses and shares her own success story of coaching a woman-owned business to win a contract with a utility company. The show emphasizes the importance of investing in underserved groups and building relationships with corporations and fellow women-owned businesses.

Vaughn-WilliamsVaughn M. Williams III currently serves as the Principal Supplier Diversity Advisor for SoCalGas Company. In this capacity he is responsible for ensuring the advancement of small, minority and underrepresented businesses.

This position coincides with his passion of service and economic development. Previously he served as Category Manager for Southern California Gas Company (A Division of Sempra Energy), his responsibilities included management of all staff augmentation, contracts negotiation and management, fostering long-term client relationships in the areas of engineering, food services and Human Resources.

Prior to assuming this role, Vaughn worked as the On-Site Client Services Manager (Sempra Energy Utilities) under the auspices of AgileOne Vendor Management Solutions. He was responsible for the management and integrity of all data utilized under the Vendor Management Tool (Acceleration VMS).

While based in Los Angeles, the Sempra Energy Utilities Account covers all of Southern California to include San Diego and San Luis Obispo.

Connect with Vaughn on LinkedIn.

Marianne-EllisMarianne Ellis is the CEO/Co-Founder of CEO Success Community–the source for Women & Diversity Owned Businesses seeking Corporate Contracts with Fortune 500 companies. Our mission is to show CEOs the fastest path to increased revenue and growth.

We are a CEO Community membership offering the following business tracks: Get To The Buyer, RFP/Proposal To The Win, Business Innovation, Sales Accelerator, Virtual Conference Maximizer, Business Succession Planning and more. We are proud to have coached thousands of Diversity CEOs.

Major Corporations hire us to coach their Rising Suppliers like SCE, CDW and Martin Harris. Diversity Associations WBENC, WBEC-West, WBEC-Pacific, NAWBO, count on us to run their signature workshops sponsored by IBM, Bank of America, UPS, T-Mobile, Walmart, Accenture and more. CEO Success Community was built on a successful sales practice that averaged more than $100 million in new billing growth in less than 18 months.

We have both sell side and buy-side experience running Fortune 500 RFPs.Marianne is an Amazon #1 Best Selling Co-Author-Women In Business Leading The Way, Member of the Television Academy—annually attending The Emmy’s, Nominee LA Times Inspirational Women of the Year, Two-time Winner WBE Advocate of the Year, Community Impact Award and sought after speaker.  

Connect with Marianne on LinkedIn.

About our Co-Host

Pamela-Williamson-WBEC-WestDr. Pamela Williamson, President & CEO of WBEC-Westhttps://wbec-west.com/,  is an exemplary, dedicated individual, and has extensive experience as a senior leader for over twenty years.

She has served as the CEO of SABA 7 a consulting firm, overseen quality control at a Psychiatric urgent care facility of a National Behavioral Health Care Organization where she served as Vice President and Deputy Director,and has served as the CEO of WBEC-West, since 2008.

Her extensive experience in developing and implementing innovative alliances with key stakeholders has enabled the organizations to reach new levels of growth and stability. Her ability to lead and empower staff members creates a strong team environment which filters throughout the entire organization.

She takes an active role in facilitating connections between corporations and women business enterprises and sees a promising future for WBENC Certified women-owned businesses.

Dr. Williamson holds a Doctorate in Healthcare Administration, a Master’s degrees in Business Administration, and bachelor degrees in both Psychology and Sociology.

Connect with Dr. Williamson on LinkedIn.

Music Provided by M PATH MUSIC

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios. It’s time for Women in Motion. Brought to you by WBEC West. Join forces, Succeed Together. Now here’s your host.

Lee Kantor: [00:00:27] Lee Kantor here with Pamela Williamson. So excited to be kicking off this Women in Motion show. Welcome, Pamela.

Pamela Williamson: [00:00:36] Hi. Thank you. We’re excited to be here today.

Lee Kantor: [00:00:39] And who do we have today in the show?

Pamela Williamson: [00:00:42] Today we have two amazing guests. We have Vaughan M Williams III, who is currently the principal supplier, diversity advisor for SoCal Gas Company. And we have Marianne Ellis, who is the CEO and founder of CEO Success Community.

Lee Kantor: [00:00:58] Well, welcome, both of you. Let’s start the show off with Vaughn Vaughan. Tell us a little bit about SoCalGas Company, how you serving folks.

Vaughn M. Williams III: [00:01:07] So good morning. First and foremost, SoCalGas is one of the largest natural gas utilities in North America. And we are servicing folks in a variety of ways. But in my capacity, we are serving them through supplier diversity. We are working with individuals of many minority distincts, women, LGBTQ service, disabled veteran persons with disability and minorities in general, helping them to really understand the fundamentals of business, helping them to identify opportunities in business, specifically with SoCal Gas from everything from washing a window to building a pipeline throughout the Southern California Basin. And so we are really servicing them in many capacities to afford them the opportunity to create economic strength, to create development, to generate wealth, but most first, mostly to ensure that their business aptitude is such that they can compete with some of the largest companies in the world.

Lee Kantor: [00:02:12] Now, why is it so important to serve groups like women owned businesses and all those underserved groups that you mentioned? Why is it important to dedicate resources specifically to help them, you know, enter the ecosystem?

Vaughn M. Williams III: [00:02:27] Well, I think you hit it with the lead in, which is the underserved. If you look at statistical data across the nation, you’ll see that minorities in general are the most underserved in terms of business opportunity. They can get to the front door, but they can’t always get in or they can put the key in the door, but it may not turn. And my job and my goal is to make sure that that door opens, that that table is set for them to sit at and partake amongst those who they normally would not be able to. It’s important to me personally, as a minority and as an individual from an inner city community where opportunities were not at the forefront to make sure that people have that opportunity to grow and thrive. I always tell people, somebody gave me a hand up and it is my fiduciary and my community duty to ensure that I do the same for others.

Lee Kantor: [00:03:21] So what is some advice you can give a person that wants to work with SoCal Gas Company? What are some of the primary drivers of a successful supplier for you?

Vaughn M. Williams III: [00:03:32] So a successful supplier. One understands the business of socalgas. A successful supplier goes to our annual report on the SoCal Gas website, or they go to the California Public Utilities Commission and they review the projects that Socalgas has done will do and continues to do. They understand the framework, They understand procurement, they partake in the technical assistance and training programs that we offer, and they seek knowledge even when it’s not right in front of them. They ask for that mentorship, they ask for that development, they ask for that feedback, be it positive or negative, because it can only strengthen them in terms of their growth. They actually want to work with you and they bring something to the table. They bring certification to the table, they bring their knowledge, they bring innovation, they bring the tools necessary to take our company to the next level. Because let’s face it, we don’t know everything. But what we do know is that there are suppliers out there who have a wealth of knowledge and experience that can really take us to another plateau. And so a successful supplier for me does just that. They look within to understand what SoCal gas needs are and then they create a solution to some of those needs.

Lee Kantor: [00:04:49] Now, if there’s someone out there listening that thinks they might be a right fit, is it possible to connect with you or somebody on your team to, you know, have a back and forth and really discuss ways that you can work together? Or is this something that they have to come to the table already knowing everything?

Vaughn M. Williams III: [00:05:07] No. If you come to the table already knowing everything, my job is eliminated. To be honest with you, I would really like to have an opportunity to meet with the supplier, to nurture them, to groom them, to identify ways, to help them build capacity, to help them understand what areas of need we have and how they can fit. I would love the back and forth because I consider that mentoring, I consider that development, I consider that job shadowing and I consider that an opportunity to make an impact on them, introduce them to the right purchasers or buyers of goods and services within the company. But I also consider an opportunity to establish relationships that we normally don’t get an opportunity to develop with individuals of such caliber. And so, yes, I welcome that opportunity and I embrace it primarily because it allows me to help an individual grow.

Lee Kantor: [00:06:06] Is there a story you can share? Don’t name the name of the company or the individual, but maybe explain where they were coming from. And then after partnering with you, help how you help you achieve your objectives and help them grow as a business owner.

Vaughn M. Williams III: [00:06:21] Certainly I have several, but I will just go with a company that I met 13 years ago in a hotel lobby in downtown LA. It was a woman owned business and she ran into me and she says, You look familiar. What’s your name? And I told her my name and where I worked for. And she says, Yeah, I saw you at a conference a while ago and I’ve been wanting to talk to you because we provide a valuable service that you need. I said, Really? What’s that? She said, Well, we provide sleep. I said, Well, that’s pretty generic. Can you be more specific? Well, she couldn’t at the time, but she had enough courage to talk to me. So it brought it piqued my interest and we began to talk and develop. She went through several technical assistance workshops. She learned the fundamentals of business. She learned how to introduce her business to others, which we call an elevator pitch. So she finessed it. What I didn’t know at the time was that she knew nothing about business. She just had a product. And so over time, we got her to a point where she could compete for contract opportunities. I’ll be honest with you. The first two years I knew she wasn’t going to win because we were still developing her. But by year three, she was in the game. Year four, she obtained a contract. That contract was for $6 million, which is pretty much unheard of. Most people get a $75,000 contract their first time out the gate. But she nailed it. And all of the business owners or business units, rather, were so impressed, they said, we’re going to give her a chance. And they allowed her to purchase a majority of the fleet for one of our regions. So that to me was success, because she came to me. We met not knowing anything about each other. We developed a relationship. She was mentored. She was trained. She learned the business acumen. She understood SoCal socalgas culture and needs, and she became innovative in the way she approached solutions to that need.

Lee Kantor: [00:08:19] And that’s a great lesson for the listener. Patience is an important component here, right? Like you, even if you come to the table with certain skills, you it takes a while to build the trust and to build the expertise you need to serve that specific supplier that you’re looking for. Right? Like patience is an important component. This is not an ATM machine where you just put your card in and money comes out right.

Vaughn M. Williams III: [00:08:49] Patience is a virtue, and I had to learn that myself. And I’ll tell you why. Because my first few years at SoCal Gas, I too was in procurement, and I didn’t really understand why people of minority background weren’t getting opportunities knowing that they had the skills and expertise. But what I had to learn through the hard lessons of life was that sometimes the opportunity was not uniquely designed for a particular business. Sometimes the opportunities that are before you are not the ones that will really allow you to shine and succeed. And so with being patient, you land that right opportunity, you land something that’s going to allow you to nurture yourself, to create that economic stimulus for the community that you’re serving, and it’s going to allow you to sustain. What I also learned about patience is that when you have patience, you end up in situations that create long term opportunity. Sometimes when you’re just quick to draw or you want to jump right in, you miss out on a long term blessing.

Lee Kantor: [00:09:52] Now, how important is Quebec West and other associations like that as part of the ecosystem?

Vaughn M. Williams III: [00:10:00] So for me, the ecosystem would not be complete without the bequest of the world. Because they create those suppliers. They really take the time out to nurture those suppliers. They take the time out to identify the strengths and weaknesses of a supplier, and then they take the time out to create programs that prepare suppliers for success. They prepare women who are maybe on the cusp of doing something great, but they’re missing either the financial acumen or they’re missing the knowledge, or they’re even missing that proper business plan. We Beck West prepares them for those things so that when they come to me, they are a complete package. Without those organizations, I would spend my wheels just trying to get suppliers to even understand basic fundamentals like time management, accounting, preparation, capability statement. I mean, let’s face it, a lot of people can tell you what they do, but it’s a whole nother thing to have it put on paper or in print for others to see. We Beck West does all that for me, it’s an amazing partnership. And without people like that in my organization, I just don’t know that as supplier diversity professionals, we would have the bandwidth to create so many success stories.

Lee Kantor: [00:11:20] Now, can we talk a little bit about your procurement life cycle just to educate our listeners if they want to plug in and so they understand kind of the lay of the land?

Vaughn M. Williams III: [00:11:32] Absolutely. So our procurement life cycle is very unique. Some people tell you, Oh, just sign up on the portal. I don’t tell people to sign up on a portal because it could get lost in the abyss for our procurement life cycle. It starts with a sit down conversation with myself and others in Supplier Diversity. We then personally try to get you registered in our Ariba system by sending you an invite. We then take you on to meetings with the procurement agents and the business units. Then you’re invited to some bid opportunities, but not always, because sometimes there are some sole source opportunities or standalone opportunities. So with that, we help you to understand terms and conditions. We help you to negotiate the right terms for your company, and we also work with you to get the right payment terms from there. The contract itself is negotiated, it’s initiated and executed. After the contract is executed, then the fun begins because then we kind of mentor you and make sure that the mistakes that others have made you don’t make. If we see you going in the direction that you shouldn’t be, we kind of pull your coattail so that you are successful. From there, we make sure that your payments are submitted, your invoices are submitted on time, and then we make sure that if there are any errors that you know about it. Also, within the procurement life cycle, we have what’s called SRM supplier relationship management. That means that we work with you, the supplier, to cultivate a relationship that is tangible with the business unit. We have quarterly meetings where we have both sides to tell what they’re experiencing, what is the successes and what are the failures. And then we talk about solutions and then we have a go forward plan. This creates a full procurement life cycle as it allows you to go from cradle to grave in your contract opportunity, but it also allows you to stay within the cycle for future contract opportunities.

Lee Kantor: [00:13:29] So if somebody wants to connect with you or somebody on the team to learn more, what are the coordinates?

Vaughn M. Williams III: [00:13:35] The coordinates are for individuals who are already a part of Quebec West. My information is there, but for those who are just listening and wanting to to meet me, two things they can do. They can reach out to me via email at V williams@socalgas.com, or they can contact Dr. Pamela Williamson and her tremendous staff who work tirelessly to make sure that we remain in contact and to make sure that opportunities avail themselves. And so my personal recommendation is being a part of Quebec West because you get only not only the life cycle, but you get the exposure to people like me on a regular basis. And I talk to the Quebec West team very consistently, and so I know who’s for the company. I know what suppliers will make an impact, and I pretty much know which suppliers I need to work with on a more consistent basis. So I would say either option, but my preference is directly through Quebec West.

Marianne Ellis: [00:14:37] Well, this is Marianne. Before Vaughn signs off, I just want to do a big shout out and thank you to Vaughnn. I am a woman owned business and I have been part of and was hired by Dr. Pamela Williamson for her platinum supplier program that Vaughn just spoke of. I next year will be my 10th year of doing it. Von has showed up every year for a decade as one of the corporations, year after year, to listen to these newly certified women owned business owners, share their capability statements and do their 92nd pitch. So to both Pamela and Vaughn, I want to thank them both and please continue.

Lee Kantor: [00:15:15] Well, Vaughn, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Vaughn M. Williams III: [00:15:22] It’s my esteemed pleasure. I appreciate the time and I look forward to future encounters with both you and the organization. Have a great day.

Lee Kantor: [00:15:30] All right. Well, next up, Marianne Ellis with CEO Success Community. Welcome, Marianne.

Marianne Ellis: [00:15:38] Hi. Thank you.

Lee Kantor: [00:15:39] Well, before we get too far into things, tell us about CEO success community, how you serving folks?

Marianne Ellis: [00:15:46] Well, first of all, I’ll tell you what I do, but I have to thank Dr. Pamela Williamson. I wouldn’t be in business if it wasn’t for her. So I’ll tell you what I do and then I’ll thank her again. So CEO Success community is the source for women and diversity owned businesses seeking corporate contracts with Fortune 500 companies. We help them make the connection and be prepared to go and pitch to a Vaughan Williams at SoCal Gas. So we have workshops like Get to the Buyer RFP proposal to the win business innovation, sales, accelerator, business, succession planning and more. We are so proud next year will be our 10th year working for Wiebach West. We also work for Webbank Pacific. We Bank National, we’ve been hired by Southern California Edison, PGA and CDW. So it has really been an honor to serve this community and my background has everything to do with being in sales and new business, helping companies close over $100 million in less than 18 months. And I was a buyer for for almost five years in a $16 billion spend pool. So I’ve been on Vons side. I’ve been on the small business owner side. I’ve never been on the association side like Dr. Pamela Williamson, but she runs an amazing organization now.

Lee Kantor: [00:17:14] Why do you think it’s important to have resources dedicated to serving women owned businesses? Why should organizations really invest in these underserved groups like they do?

Marianne Ellis: [00:17:28] Um, first, let’s go by the numbers. Women owned businesses in the United States represent 11.6 million firms. They employ 9 million people, and they generate 1.7 trillion in sales. So there is a very important economic reason. And then what? But what troubles me. So I’m going to do a little shout out to American Express. They did a state of the women owned business in 2019, and I’ve been begging them to update their study. They broke it out not just by women versus men, but they also broke it out in various components. And I think this is an area that needs to be examined. But by the number women business owners matter. The other point that I would make quickly, Lee, is since the start of the pandemic, women have become the leading drivers of business creation in the United States. So in 20 to 2020, 20 to 2021, women accounted for 49% of new business launches, compared to 42% for men, and that was up 28% since 2019. And that was a study done by Giusto and HR Software Company.

Lee Kantor: [00:18:40] Now, sadly, a lot of women owned businesses, while they exist and they’re growing and they’re launching, they’re not achieving kind of that million dollar RR, a level that some of the male owned companies are. Are the stats still that way? I know I read about this a while ago. Is that still the case? And if it is, what can be done to improve that?

Marianne Ellis: [00:19:06] Um, first of all, there’s a lot of mega women owned businesses, so I want to also congratulate all of those that are over 50 million and over 20 million. But yes, we do have a challenge right now. Again, according to American Express, only 4.2% of all women business owners have gone over the 1 million in annual sales. Mark, I think there are five areas, my areas, business coaching and business development. I’m really a growth coach machine and I think there are five things that women business owners need to do to accelerate up to a million. One is having a one page business plan, believe it or not, having a plan with metrics that you check quarter over quarter, year over year that will get you to grow investing and hiring. There is seems a bit of reluctance, a bit too conservative on hiring, investing smart. And we can also have quite a dialog about the struggle for capital. I also feel that the women business owners need to take more calculated risks and I really think they need strong advisors around them. So that’s maybe a bit broad, but I’ve probably coached over 3000 women and diverse business owners and these are the consistent things that I see that are missing, that if they were in place that would help them accelerate and grow to up and over a million.

Lee Kantor: [00:20:35] Do you find that at some level the women business leaders are just not dreaming big enough?

Marianne Ellis: [00:20:46] I have to really pause. I think women and I don’t like to do gender. I don’t like to paint people into corners. But there was a study recently done in the VC community and they were talking about why does 80% of the funding, VC funding, venture capital funding go to men? And one of them was the issue that women are too realistic on their projections. And so if you take that as an anchor point and you say that is realistic and pragmatic, they’re not exaggerating enough when they go out and ask for funding. So I don’t know if that’s a function of not dreaming big enough or just trying to be realists. Um, that’s a that’s a very hard question. I don’t want to paint women in a corner that way because there are some real big visionaries in our industry. I mean, I could name so many. I want to be careful not to name any company names, as you advised Von, but there are some extraordinary women business owners that can compete against the big companies and win. So I think perhaps they’re just they just need to stretch more and have the right advisors and take the right calculated next steps.

Lee Kantor: [00:22:08] Yeah, I’ve interviewed many women leaders and coaches and something that stuck with me about one that was a recruiter is when they were offering a woman a job. They would not they would kind of self-select out if it wasn’t an exact match, whereas a man sometimes will just take the job and say, I’ll figure it out when I get there.

Marianne Ellis: [00:22:32] That’s a very famous study. Lee That was done by HP many years ago, and there are so many studies in this area. I try to always anchor anything that I say and do, and that is actually correct. I think it was if men can do 60% of a job, they will go for it. Women feel they have to be able to do 120%. So I think this is, again, about being realistic, practical, pragmatic. And I think sometimes we just need to go for it a little bit more. And that, I think, is the role of having good advisors around the woman business owner also true for diversity business owners that they can do it with the right steps in place.

Lee Kantor: [00:23:16] So now is there any advice you can share other than, I guess, having a good partner with you or an advisor that’s kind of watching your back and helping you? But if a woman says, You know what, I want to kind of get into this corporate contracting world, is there some advice that you found is effective when entering that space and succeeding in that space?

Marianne Ellis: [00:23:41] I think in the area of corporate contracting, I think there’s I call it the three R’s. It’s relationships, reputation and being relentless. And the first R is no one’s going to buy from you until they know you and until they trust you. So there is a degree of relationship building that is very, very important. And, you know, I again, think about men in the golf course and how they build the relationships. You know, how can we parallel that so that relationship we have opportunities at. There’ll be a September event that Dr. Pamela Williamson will be hosting with Reebok West, I believe it’s going to be in Tucson, where she’s going to bring all these corporations together with the women business owners. So these are important times, whether it’s in a virtual event or an in-person event where we can build the relationships with these corporations. And then the second area is reputation in what are you doing as a business owner so that the the buyers know that you are best in class, that they know that you are innovating and that you’re worth the cost of change. We have to be realistic. Every corporation right now probably has a one, 2 or 3 suppliers in the area that we do business. What are we doing to communicate that We have innovated, We have a better solution. And I think Vaughn touched on some of that. And then the last area is relentlessness. Um, I found a study by the National Sales Institute that 80% of all sales are made between the fifth and 12th contact with a corporation. But most business owners give up after the third or the second. And I think you have to be relentlessly relevant, constantly providing information about how your company can serve SoCal Gas as an example, what you’ve done for other utility or gas companies, how you are delivering in the marketplace. And I think Vaughn said it can take 18 months, two years, three years, four years. You have to stay at it now.

Lee Kantor: [00:25:59] Pamela, can you share your take on how a woman owned business person can be successful in corporate contracting?

Pamela Williamson: [00:26:11] Yeah, I’m going to end up echoing a lot of what Marianne said, but I do think it takes some tenacity. And she is absolutely right that a lot of people give up after the second or third encounter, and you really have to go beyond that. I also think part of it is truly building authentic relationships. They need to get to know you. And and that echoes what Mary Ann said about are you worth the cost of change? Because corporations already have contracts in place. They have built trust in their existing supplier. So you’re coming in saying to them, I have a better product or service and I’m worth the cost of change. And not only am I worth the cost of change, I am also a sustainable change. So the hardest thing for a company to do is switch an existing supplier. So it is really important to be able to show up. Make sure that you show up reliably, consistently, and that you’re able to communicate what makes you better, quicker, faster. And are more effective.

Lee Kantor: [00:27:20] Is. Can either one of you share a story that kind of illustrates that, where somebody came out and and really made a mark for themselves where they hadn’t been doing this before, whether they were part of Quebec West or a story, Marianne, that you might have found from one of your coaching clients, were you able to help them kind of insert themselves and really get to a new level?

Marianne Ellis: [00:27:47] Um, I can share a recent story and then I know Pamela has so many because all the corporations look to Weboc West for referrals. And if anybody’s listening, please make sure that Dr. Pamela Williamson, Jamie Lomax, who is a wonderful vice president there, and her whole team, makes sure that if you are a small woman business owner and you’re certified with we back West, that they know about you because the corporations count on them. So I’m going to go to a supplier that was in the construction field and she was trying very hard to connect with the utility company. And she repeatedly showed up at the Platinum Supplier showcase that’s offered by Wiebach West. And finally, from repeatedly showing up, she received a capability presentation. And then you have to start to what I call go down the gantlet. So first you make a connection. Then this person connected at a networking event online, and then this person connected again at a networking event in person. And then they showed up. The next year, they took the platinum supplier course again and showcased and then they got asked to do a capability presentation. So again, this is the period of time because when they first presented that corporation already had a supplier that they were very happy with.

Marianne Ellis: [00:29:17] But over time, not only did this business owner build a relationship with supplier diversity, but also with the buyers in the business unit. So she had a friend who knew a friend who gave her an introduction. So when the time came for an RFP, she had to earn it the hard way. But we went through the process. She filled out the RFP. She was competitive on her pricing. I mean, there must have been 40 to 43 questions she had to answer, and she did all that. She scored in the top. Then she had to negotiate her terms and conditions. So I would call this Lee a journey. If you want to do corporate contracting, this is not a quick hit one and done. You are on a journey to build a relationship, to get known, to create. And also many times you need to know multiple individuals within that company supplier diversity procurement, the buying unit. So I would say it’s been a pleasure to watch so many of these women business owners win in corporate contracting, but it’s been a journey.

Lee Kantor: [00:30:31] And as part of your work kind of explaining and managing the expectations for your clients because it isn’t something that you just put your name on a list and wait your turn right? You have to make the investment in time and energy in showing up, like you said, probably take leadership positions in the different groups so that people get to know you and watch you so they can trust you.

Marianne Ellis: [00:30:54] So I would say absolutely. I mean, if anyone’s listening, when you are certified with Webrequest, you have the chance to join the forum. So they in each city, they have forum leadership. And that’s a great opportunity for corporations to see you and for you to showcase. We go to trade shows where we just got back from a big trade show in Nashville. There’ll be an opportunity also in September in Tucson, so there are lots of chances to increase your visibility and that important are of reputation. So I think there are opportunities out there. You have to grab them and take them. You cannot be invisible and passive.

Lee Kantor: [00:31:35] Now, what’s your backstory? How did you get involved in this line of work?

Marianne Ellis: [00:31:39] I. I never expected to be in this line of work, so I have to chuckle. I spent my first part of my career in advertising, which is why I get to go to the Emmys every year and wear an incredible dress. So I’m a member of the television academy, so I did commercials in the in that in that space, and I thought I was going to retire. So that was my first retirement. Um, I had a friend of mine who said, Hey, I have this certification, but I don’t know what to do with it. She was one of the largest women owned advertising agencies in the country. And so I left the big agency world and I helped her learn how to use her certification. And the first client was Allstate. And she bet that she said for years she’d been trying to get business from them. So I said, I bet you in three months I can do it. And I went to an event and I was meeting with Allstate and I was able to create a meeting opportunity for this company. But really, how I got into coaching has everything to do with a crying woman on the couch who didn’t know how to do a matchmaker meeting with a corporation.

Marianne Ellis: [00:32:47] And since I’d been in selling, I was able to show her how to do that. And she didn’t leave the trade show crying. Instead, she wound up getting a capability presentation which led to a contract. And because of that experience, we back Pacific said, Well, wait a minute, can you do matchmaker success? And suddenly I was doing webinars with Amgen and Disney on how to speak to corporations and how to pitch corporations. And so this was kind of a side job. At the same time, a friend of mine who had a buying consultancy said Marianne Porsche needs someone to help them by product placement. Would you like to go on the buy team? So I went on the buy side for four years while I was trying to help some diversity business owner. So it’s I’ve been a seller, I’ve been a buyer and I know how to coach, and here’s where I am today with CEO Success community. So it’s it’s been a journey for me. I never expected to be here, but I’m very grateful to be of service.

Lee Kantor: [00:33:53] And when you’re working with women owned business leaders, is there some mistakes you see them making maybe kind of over and over again where you’re like, here we go again?

Marianne Ellis: [00:34:05] Um, I think the mistakes that I see over and over again is going to go back to what Dr. Pamela Williamson just said. Not enough tenacity they need to really. Respectfully stay on it until they win a contract once again when they’ve made when, you know, we work very hard to make sure you target the right companies that you’re qualified for and that are that you can provide a service better than what they have right now. So I think the mistakes that I made, that I see time and time again is not being providing relevant information in a relentless way and and an impressive way. So just giving up too soon.

Lee Kantor: [00:34:47] Now, over the years you’ve been doing this, Is there been a story that has been kind of most rewarding where you saw that, hey, there, They’ve been working really hard. They’ve been trying really hard. Their efforts have really paid off. And not only will this impact them and their firm, but this is something that might even impact their community.

Marianne Ellis: [00:35:07] I see a lot of business owners giving back to the community, I mean, if that’s what you’re talking about. So a story of where I mean, a lot of these business owners, they help each other and that’s truly magical. So some of these business owners will get a big corporate contract. And then over time, when they I think it’s so I think Jamie Lomax came up with that phrase, hook a sister up. So a great story is where one business owner had a big automotive client and they were successfully working with them. And a fellow business owner said, I’ve always wanted to work for them. And at the right time and at the right moment, one business owner allowed another business owner to meet this big automotive client, do a capability presentation, and now they both work for this automotive client. So again, the relationships are both two ways with corporations are important and equally important. The relationships with your fellow women, business owners and diversity business owners.

Lee Kantor: [00:36:13] So is that your favorite part, like seeing somebody that you’ve worked with go on to great things, or is it, you know, is that as rewarding for yourself to individually get a new client?

Speaker6: [00:36:28] And what’s most.

[00:36:29] Exciting to me is when business owners win, it is so hard to win, and win comes in many ways. You can win by making a key strategic hire, and I see that you can win by getting capital funding for new machinery that you need or a new division. I get excited when I see them win. Just a capability meeting which done right will hopefully lead to a contract opportunity. So to me, there is so many ways to applaud the small business owner because it does take a journey and every step of the way. These are the decisions. One company since I’m hired by Southern California Edison is a business coach. It was really rewarding to watch the the business owner go from 12 employees to 500 and then sell their company.

Lee Kantor: [00:37:29] So what do you need more of? How can we help you?

Marianne Ellis: [00:37:34] Um, I to me right now, every opportunity that I have to help business owners, I’m grateful. I just most recently have been asked to help do more workshops. So, you know, being funded by major corporations for workshops and getting the word out. Um, the opportunity to continue to work for Dr. Pamela Williamson. I’m grateful. So to me, I would say if there’s a corporation that’s hearing this right now, there are a lot of business owners that can’t afford a business coach. And so if you can sponsor a small business owner for coaching, that would be a huge ask that I would make the business owners, they have so many things they need to pay for. So whether you sponsor the platinum supplier program through We West or you come to me as CEO success community and say, I want to sponsor a business owner in your program. Um, I say help a business, help a small business owner. That’s what I would like to ask for.

Lee Kantor: [00:38:41] Well, good stuff. Thank you so much for sharing your story. If somebody wants to connect with you or somebody on the team, what’s the best way to do that?

Marianne Ellis: [00:38:48] I think the best way to reach out to me because my inbox is constantly flooded. I am most responsive on LinkedIn. So for your listeners, if you go on LinkedIn and say, I, you know, I heard you with Lee and Dr. Pamela Williamson on Women in Motion or I heard you on the radio and then you go to instant message on LinkedIn. That’s the easiest way to reach me. I also have a website SEO SEO success community.com. Um, but I just again I want to thank Wiebach West. I wouldn’t have SEO success community without them.

Lee Kantor: [00:39:26] All right. Well, thank you, Mary, for sharing your story. You’re doing important work and we appreciate you.

Marianne Ellis: [00:39:31] Thank you.

Lee Kantor: [00:39:32] Pamela. This is a wrap for this episode of Women in Motion. What do we have to look forward to in future episodes?

Pamela Williamson: [00:39:41] So what we have to look forward to in future episodes is we have some more exciting WBE’S talking about how they are increasing the economic vitality in the communities they serve. We have corporations coming to talk with us a little bit about what they do and how they impact the ecosystem of women, business enterprises. And just a lot more stories, you know, stories. I think the sharing of stories help to motivate others to step outside of their comfort zone and to try a business or to at least pick up the phone and make a call to either a Mary Ann or to Webc West. And that’s what this is all about, just providing information and inspiration.

Lee Kantor: [00:40:26] Absolutely. And and it takes them taking action in order to make this all go. So we’re giving them the information and the education, but they have to take the action, definitely. Well, Pamela, thank you so much for allowing me to be part of this. This is Lee Kantor for Pamela Williamson. We will see you all next time on Women in Motion.

Tagged With: CEO Success Community, SoCalGas Company, WBEC-West

The Wrap Podcast | Episode 059: Balancing Mission and Funding in the Nonprofit Industry | Warren Averett

June 7, 2023 by angishields

Birmingham Business Radio
Birmingham Business Radio
The Wrap Podcast | Episode 059: Balancing Mission and Funding in the Nonprofit Industry | Warren Averett
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While many industries are facing post-pandemic issues with labor shortages and changing regulations, organizations in the nonprofit industry often see these issues amplified due to their tighter budgets and compliance requirements. The need for nonprofit services is higher than ever before, but pandemic funding from PPP loans, the CARES Act and ERTC credits is disappearing.

So, how do nonprofits keep up?

Hosts Kim Hartsock, CPA and Paul Perry, FHFMA, CISM, CITP, CPA, CDPSE are joined by two of the firm’s nonprofit industry experts Michelle Sanchez, CPA, and Jennifer Williams, CPA, to discuss how nonprofits should use their missions to build overall business strategies. Learn how your nonprofit can address funding, hiring and budgeting issues in this episode of The Wrap.

In this episode, you’ll hear:

  • Information about how labor shortages and turnovers are affecting the nonprofit industry’s ability to find the best employees
  • Commentary on budgeting and finding sources of funding in a post-pandemic world
  • Insight and advice on whether ERTC funds might be too good to be true
  • Advice on how to use your nonprofit’s mission to build an overall business strategy

Resources for additional information:

  • Previous Podcast Episode: Building a Strong Board of Directors for Your Nonprofit
  • Blog: Nonprofit Ratios: How to Use Them and What They Measure for Your Organization
  • Blog: Financial Best Practices for Nonprofit Organizations [And Why They Are So Dependent on Timely and Accurate Financial Reporting]
  • Blog: How to Make a Nonprofit Budget [Six Steps for Success]
  • Blog: What Does it Mean to Be a Nonprofit Organization?
  • Event Invitations: Subscribe to receive invitations to future Nonprofit Roundtables.
TRANSCRIPT

Commentators (0:03): Hey, I’m Paul Perry. I’m Kim Hartsock, and you’re listening to The Wrap, a Warren Averett podcast for businesses designed to help you access vital business information and trends when you need it. So, you can listen, learn and then get on with your day. Now, let’s get down to business.

Kim Hartsock (0:20): Glad to be back for another episode of The Wrap. Today, we are talking all things nonprofit. So, I’m looking forward to this conversation, and we have a couple of returning guests.

Paul Perry (0:30): For those that know… we are referencing another old episode. So, if you remember back in Episode 16, we talked a lot about trying to find the best board of directors. It was a great episode, and we were in person for that podcast down in Tampa. Michelle is back with us today as well as Jennifer Williams. Ladies, welcome to the podcast.

Jennifer Williams (0:53): Good afternoon, Paul and Kim.

Michelle Sanchez (0:54): Thank you. Paul and Kim, I’m happy to be back. I am Michelle Sanchez, as Paul said. I’m a Member here in our Tampa office of the firm, and my specialty is nonprofits. That’s a wide range of things within that nonprofit space. But I really love just being a business advisor and helping and supporting our clients as they further their mission in the community.

Paul Perry (1:18): We also have Jennifer Williams with us.

Jennifer Williams (1:21): Yes, good afternoon. Jennifer Williams, I’m joining you from our Atlanta office. I’ve spent my career working with nonprofits, and I spend a lot of time working on Single Audits in the federal government award space as well. So happy to join everyone this afternoon.

Kim Hartsock (1:37): So, what are you seeing in terms of the challenges that the nonprofit leaders are facing right now? Maybe some of them are unique to nonprofits. Maybe you’re seeing things that other businesses are seeing as well, but fill us in on what’s going on right now in the industry?

Michelle Sanchez (1:54): I think I’ll kick it off, and then pass it to Jen. I think a lot of the things that—like you mentioned—we’re seeing in nonprofit space are things that a lot of companies are facing right now. One thing that we’re hearing consistently is the labor challenges and the war on talent, which has always been somewhat of an issue for nonprofits. But I think in the last couple of years, that’s really been amplified. Jennifer and I spend a lot of time talking about that. There’s such a war for that talent right now. In the past, we used to find that people had such heart and passion for working with nonprofits that a little bit of that salary gap really didn’t make a difference. You know, they were committed to working and doing that. But as you know, wages continue to rise, and that gap gets bigger and bigger. It’s harder for a lot of those folks to justify staying. So, we’re seeing in our market a lot of turnover, and nonprofits are just having a tough time recruiting and retaining those positions.

Jennifer Williams (1:54): Yeah. I think, Michelle, we talked about, you know, it’s turnover at times where, in the nonprofit industry, a lot of the talent stays for many, many years, because they’re just really dedicated to the mission. You’re seeing more turnover than normal in those positions and, as we all know, having to retrain and find employees. I think you had a client tell you and I’ve had the same, “You know, this is the best that I could hire for my budget.” But when you’re having to replace them and train them at times, you need to start considering, do you need to be paying more? You know, how to approach that or how to get a little creative there.

Paul Perry (3:43): Yeah. Can you talk a little bit about budgets? I can imagine funding and sources of funding is one of the other challenges you see, and can talk to what you are seeing in your nonprofits that you talk to on a daily basis? What are they doing? Are they having to get creative? How do they solve that funding issue?

Michelle Sanchez (4:04): If we only had the one silver bullet for that, Paul, but that’s a pretty complex issue. I think a lot of nonprofits got a little bit reliant on money coming in through the pandemic. Not only was the need for services higher than ever before, but we’re seeing some of those special circumstances funding your PPP loans, your ERTC credits, which is a whole other issue we can talk about. But you know, all the CARES Act funding and the PRF funding. For a couple years, nonprofits were just getting money from a lot of different places. Unfortunately, some of those have been a little bit reliant on that funding. So, now that we’re coming out of the pandemic and that funding is going away, they’re having to really look at expanding and diversifying—but at the same time staying true to their mission—to try to replace some of those funding sources because the need didn’t go away, but the funding dollars are starting to go away.

Jennifer Williams (5:05): I would agree. As far as getting creative, I think that looking at technology solutions is a big place where our nonprofits are having to look, you know, how you used to give has changed. Just being able to give through an app or in other ways is becoming important, but with technology solutions is also coming cost, right? So, there’s a cost and investing in that technology, and that isn’t something that necessarily was anticipated. So, it’s a balance and figuring out how much technology to invest in because giving patterns have changed.

Kim Hartsock (5:45): Michelle, you alluded to this, but you know, the CARES Act and the reporting that goes along with that. It feels like the nonprofits over the past years have had more and more and more in terms of compliance. So how are nonprofits dealing with that?

Michelle Sanchez (6:03): Yeah, that’s a really good point. Even for-profit companies that got federal funding that were never used to getting it. All of a sudden, they found themselves in this situation where they’ve got to report, file and do all these compliance requirements. The risk is that we go back to the turnover, the changes in all this funding and compliance. You have people in those positions that really aren’t as experienced as you want them to be to handle that reporting and compliance. So, it is definitely a risk to make sure that you’re doing everything. I have some clients in the medical and healthcare space that got money from PRF and from the CARES Act without even asking for it. So, it’s like, “Okay, we have the money. Now we have to figure out how to spend it.” They needed to be really careful about what they’re spending it on and making sure that they are hitting those compliance requirements. For your seasoned nonprofits that are used to having those Single Audits and compliance reporting, this was not as big of a deal. You know, as sort of the ones that were under the radar before that, now have found themselves in that position.

Paul Perry (7:14): You mentioned the ERTC, Michelle, I mean, that’s what everybody’s hearing lately. How’s that impacting nonprofits specifically, or is it pretty much the same as all other industries?

Michelle Sanchez (7:28): I’ve seen it similar in other industries. You know that saying that it’s too good to be true? Sometimes it is with the ERTC credits. Now, there are a lot of companies that qualify, either through the loss of revenues or the government-mandated shutdowns. But, as you all know, there’s a lot of firms out there pushing these ERTC credits, because they’re getting an upfront contingent fee and saying, “Hey, we can get you a $4 million ERTC credit.” They’re not really taking the time to dig into the details of does that government shutdown really apply to the rules? I think, when you’re looking at having a lack of funding, if someone comes to you and says, “Hey, we can qualify you, and you can get $4 million,” most companies are going to say, “Okay, yeah, let’s do it.”

I think they just need to be careful. Because if you’re not certain, if you don’t have your documentation and haven’t vetted that thoroughly, that’s a liability. You may have to pay that money back. Even if you get the money, it’s open to a seven-year period of being audited. If you have to pay it back, that’s interest and penalties. The IRS has put notices out there to tell people to be careful and on the lookout for these schemes. Jennifer, are you seeing the same in your client base?

Jennifer Williams (8:49): Yeah, I actually got the first email from a client last night where they hired someone else to do the ERTC work, and they were aggressively pursued. Then, the IRS agent actually showed up to ask some questions. So, I think that it’s definitely beginning.

Michelle Sanchez (9:08): Yeah. I think personally that if I’m getting calls on my personal cell phone, you know, five times a week that I qualify for an ERTC credit, that should give people a little bit of pause and not just blindly follow these companies that are out there doing it.

Commentators (9:28): Want to receive a monthly newsletter with The Wrap topics? Then, head on over to https://warrenaverett.com/thewrap, and subscribe to our email list to have it delivered right to your inbox. Now, back to the show.

Kim Hartsock (9:38): We’ve talked a lot about the challenges that are facing the industry. What would your advice be to the leaders of these nonprofits? What should they be focused on? What should they be really spending their time on?

Michelle Sanchez (9:51): One thing, Kim, is strategy and taking a step back. You know, we all took an internal look at our own lives during the pandemic. You know, how can we change? How can we do things better? How can we do things different? I think, business for-profit and nonprofits are no different. It’s a good time to really look at what you’re doing. Look at what you’re doing well and what’s impactful to your mission. Looking at those four quadrants where you have high impact, high mission…or high profit. Or, the opposite, low profit, low impact. Focus on the things that you do well and that are aligned with your mission. When you have to look at expenses, you really need to be focusing your costs and expenses on things that are going to be profitable and that are in alignment with your mission.

So, it’s a really good time to step back, do a reset and look at your overall strategy. Make that strategy and planning part of your annual process or your annual strategic meetings, so that you’re always moving ahead. It’s easy to chase the dollars. You know, a lot of times, you’ll see nonprofits that may make a lot of money doing something that’s totally not aligned with their mission. People are looking at that. Donors and funders, they want to make sure that you’re walking the walk and talking the talk. So, make sure you’re focusing on what aligns with your mission. If there’s something that’s really high impact but not very profitable, figure out how you can make that profitable. If you can’t, consider: do we need to keep doing this? I just think it’s a good time in this environment to take a step back and reassess what you’re doing and where you’re going.

Jennifer Williams (11:37): I think a lot of nonprofits are really, as they should be, focused on ratios. They’re focused on, “How much am I spending of the dollar on programming versus how much am I spending on this management in general bucket?” and looking at the ratios. But I think that, as part of that process is really looking at how do we align our mission? Where do we spend our dollars? Really using and harnessing that technology to be able to tell your story, it’s told in a way other than ratios. Really using technology and the way to reach people, which is different now, to tell your story.

Michelle Sanchez (12:17): Just to piggyback off of Jennifer, just telling your story? That’s really important. That’s what’s going to reach funders and donors today. A lot of nonprofits are going to use some type of impact report, almost similar to what for-profit companies might be thinking about. We’ve all heard of ESG. That governance, who you are, your mission and what you do. That’s a good tool for nonprofits to start thinking about. Maybe not a full ESG report, but looking at an impact report. “How do I tell the story of what we do? What really matters?” You know, it’s not about this ratio, but… “How many meals are we serving? How many people are we serving?” That’s what people want to know. That’s what people want to give to, they want to give to the folks that are following their mission in those footsteps.

Paul Perry (13:08): Here on The Wrap, we’d like to wrap it up in 60 seconds or less. What’s the one thing you want our listeners to think about and remember, from this discussion, as it relates to nonprofit industries, their challenges and their opportunities to overcome in today’s world?

Michelle Sanchez (13:25): I would actually say two things. One we touched on is really your mindset. Nonprofit is not no profit, it’s a task of making sure you’re thinking about it like a business, but still staying true to your mission, and I think that is key. Then, also just stepping back and focusing on your mission. You know, telling your story and getting your story out there about what you do and who you are. Don’t be afraid to reassess that. In challenging times, you have to sometimes make some tough decisions. And like I said, it’s a great time to reset.

Jennifer Williams (14:02): Yeah, I would agree. It’s hard to beat that, Michelle. But I go back to just taking a step back and realizing that things have changed. That, what was done a few years ago is different now. Really just looking at the technology solutions and people solutions and changing your mindset.

Kim Hartsock (14:27): Well, thank you both for joining us today. It was great to have you on and great to see you. Paul and I will look forward to the next episode. See our listeners then.

Commentators (14:41): And that’s a wrap. If you’re enjoying the podcast, please leave a review on your streaming platform. To check out more episodes, subscribe to the podcast series or make a suggestion of other topics you want to hear, visit us at https://warrenaverett.com/thewrap.

Tagged With: Mission and Funding, Nonprofit

BRX Pro Tip: Trafficking in Traffic

June 7, 2023 by angishields

The Art of Travel: A Conversation with Paul Graham

June 6, 2023 by angishields

paul-graham-v2
Northwest Arkansas
The Art of Travel: A Conversation with Paul Graham
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Wish-List-Travel-Logo

paul-graham-v2Join us in this enlightening episode as we delve into the world of travel advice with the seasoned expert, Paul Graham. As a renowned travel advisor, Paul has accumulated a wealth of knowledge and experience, making him the perfect guest to uncover the secrets of his journey and offer invaluable tips and tricks to help you save money on your next adventure.

In this captivating conversation, Paul takes us on a compelling narrative of his own transformation from an aspiring traveler to a respected travel advisor. We explore the pivotal moments, the challenges, and the lessons learned along the way, giving listeners a glimpse into the inner workings of the travel industry and the artistry behind planning unforgettable journeys.

With a passion for helping others maximize their travel experiences while minimizing expenses, Paul shares his expert insights, revealing insider strategies that can help even the most budget-conscious travelers save money. From uncovering hidden gems and local secrets to finding the best deals on flights, accommodations, and activities, Paul’s tips and tricks will empower you to create memorable travel experiences without breaking the bank.

Prepare to be inspired as we unravel the mysteries of the travel industry alongside Paul Graham, as he imparts his wisdom and illuminates the path to becoming a savvy traveler. Whether you’re a seasoned globetrotter or just embarking on your first adventure, this episode is a must-listen for anyone who dreams of exploring the world while saving money.

So grab your headphones, tune in, and embark on this exciting journey with us as we unravel “The Art of Travel” with our special guest, Paul Graham. Get ready to uncover the secrets and unlock the potential of your travel experiences like never before!

Connect with Paul on LinkedIn and Facebook.

Tagged With: The Art of Travel, Wish List Travel

Creative Strategist and Marketing Conceptualist Keith Rhys

June 6, 2023 by angishields

Keith-Rhys
Digital Marketing Done Right
Creative Strategist and Marketing Conceptualist Keith Rhys
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In this episode of the “Digital Marketing Done Right”, hosts Lee Kantor and David Brandon interview Keith Rhys, a consultant who helps health practitioners and coaches create platforms, sell books, and create products. Reese shares his process for helping practitioners turn their ideas into finished products, emphasizing the importance of engagement and conversation with their audience.

He also discusses the effectiveness of niching down and focusing on specific problems for a narrow audience, as well as the importance of owning your platform and audience. Keith’s big secret for successful marketing is long-form content, specifically Instagram’s feature called carousels. He encourages businesses to keep it simple and own their platform by building an email list and engaging with their audience on social media.

Keith-RhysFor 40 years, Keith Rhys (Reese) has helped health practitioners and coaches build their practices and expand their reach beyond their practice by embracing online “author-preneurship.”

  • Keith began his career out of college in the 80s as marketing VP for a string of nutrition start-ups.
  • He positioned, branded, and marketed several global supplement brands you may know of today.
  • After ten years, Keith became bored with selling potions and pills — and discovered that the doctors, researchers, and formulators behind these supplements were far more interesting and engaging to work with.
  • So Keith began helping those doctors tell their stories, — and helps these practitioner clients launch best-selling books and create multi- million dollar digital courses while connecting with their ideal
  • Six years ago, he created the most comprehensive practitioner marketing course available: Evergreen Authority – (built in )
  • He parlayed that success into bundling a health-coach-focused version of the marketing program into health coach training programs.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Welcome to Digital Marketing Done Right, a customer success spotlight from Rainmaker Digital Services and Business RadioX. We cover digital marketing success stories drawn from real Rainmaker platform clients and showcase how they use the Rainmaker platform to build their business. Now here’s your host.

Lee Kantor: [00:00:35] Lee Kantor here with David Brandon, another episode of Digital Marketing Done Right and this is going to be a good one. David, who do we got this week?

David Brandon: [00:00:44] Hey, Lee, we’ve got Keith Rhys here. So how’s it going?

Keith Rhys: [00:00:49] Good. Great.

Lee Kantor: [00:00:51] Keith, before we get too far into things, tell us a little bit about your work today, how you serving folks.

Keith Rhys: [00:00:57] Okay. So today, for the last 30 years or so, I’ve been a consultant with health practitioners and health coaches, and I just help them create platforms, seller books, great products, etcetera.

Lee Kantor: [00:01:10] So how did you get into this line of work? Were you always involved in this type of content creation?

Keith Rhys: [00:01:15] Well, way back when, in the 80s, when I graduated college, my mom had been a what was called in the 70s, a hippie doctor. You know, she used herbs right under the counter. And so I was really interested in alternative medicine. And it just so happened that a lot of alternative medicine companies in the 80s needed marketing help. And so out of college I just went down that track. I helped supplement companies market their products, and so I did that for about ten years. I was fortunate to work with a lot of start ups that sold lots of supplements, and so that’s how I got started in the industry. What what really turned my career around was when I realized what I enjoyed doing was working with the doctors and the formulators and the researchers, the introverts behind the scenes and helping them tell their stories.

Lee Kantor: [00:02:08] So did those people have something in common other than being introverts? Were there kind of a common thread that you were like, okay, these folks I can relate to, I can really help them articulate their message and get the word out.

Keith Rhys: [00:02:20] Yeah, most of them, what they have in common is what I call the anti entrepreneur. You know, most entrepreneurs have been I think this is changing now, but they’ve been portrayed as hustlers and go getters and extroverts and all the above. And all of these people, they were intuitive and empathic and caring, service oriented people, and that was the polar opposite. But what was interesting about them is most of them had ideas that were so complex, it was really hard for them to break them down and convey them to an audience in a way that the audience could accept or understand. Even so, that became my skill set, helping these people translate their often really complex messages for a mass audience.

David Brandon: [00:03:09] Do you feel like in some ways that they had do they have an advantage in some areas over kind of the traditional entrepreneur type, do you think?

Keith Rhys: [00:03:17] Well, that is a good question because yes, I think they do. And it’s by their very nature of the fact that they deal with complex ideas. They’re thinkers, they’re researchers. Here’s people often ask, all right, why do you specialize in alternative practitioners or integrative practitioners or holistic, whatever we want to call them? These are typically medical practitioners who have embraced extracurricular methodologies for helping people, and some of them are not mainstream. We know about a lot of them today. And so what they have that has made content marketing, especially work for this group of people, is they have extra ways, additional ways of talking about mainstream medicine that creates topic clusters in the old SEO language that really helps us market and sell their ideas. And so that’s why I like working with them. We work with a lot of doctors to medical doctors as well, selling their books, but I enjoy people with that extra added topic knowledge Domain experience. That makes sense.

Lee Kantor: [00:04:32] So, so how do you go about kind of getting all that gold that’s within them out of their head and onto either a computer screen or a book like you mentioned?

Keith Rhys: [00:04:43] Right. Um, back in the old days when clients first started coming to me, every single one of them thought that the way to launch their careers, the way to launch, to become an authority, was the old 70s model, you know, where a doctor would appear on Johnny Carson. Then the book’s a big hit or here on Oprah, right. And so that’s why we started focusing on helping them, quote unquote, market, right? Market sell land and Agent Land, a publisher for books. But what the secret was and that’s why we call it entrepreneurship, which is the digital digital landscape that surrounds that book. So the way we help these doctors is they think they have to put everything they know into a magnum opus that’s 800 pages. And then. Release it to the world and their job is done. We help them do is write that book one social post at a time, one article at a time, and then that thread, those patterns converge into maybe an eBook, and then with response from the audience. It eventually becomes a book. So for us, the landscape. Is first. The platform. The content.

Lee Kantor: [00:06:03] Yeah. And then you you helped them kind of gather these nuggets out in social posts. And then over time, they kind of grouped together in little kind of mini chapters. And then you organize it into a finished product of a book at some point.

Keith Rhys: [00:06:19] Yeah, I’ll give you a couple of examples. Um, one of our biggest successes was a doctor who embraced back when SEO worked really, really well. Now it’s really difficult for a lot of people, but back in the old days in the Wild West, when SEO worked wonderfully easy for everyone, at least for us. That’s how we got most of our people, you know, launched SEO. And what we do is we write 3 or 4 articles, place them on the site. If we were using social media, we’d put those nuggets on social media and then we’d watch for a response. And so that the the ideas don’t exist in a vacuum. And every book is better and every product we’ve released is better because of that, because the response from an audience, we’d send emails out and the audience would respond and say, What I really want is this. So from that, we’d create the first digital product and try that out, see if it had legs, see if it sold, if the digital product sold, then we’d keep building the list and that’s what would attract publishers. Publishers just wanted the audience. And so the bigger we could make the audience, the more the advance was. That probably sounds cold and calculating, but let’s that’s the way it was kind of still is. So did I answer your question or did I ramble?

Lee Kantor: [00:07:41] Well, I’m just trying to get understanding, like you’re using terms and I want to make sure the listener understands. Like when you say they respond like, what does a response mean? Is that them just like thumbs upping a post? Does it mean that they’re engaging in a conversation? Like what is? I’m just trying to kind of get granular.

Keith Rhys: [00:08:02] We are. What we look for is conversation, not just thumbs up, not just we look for. Yeah, those metrics are great. The thumbs up, the follows, the shares, all that good stuff. What we look for, especially email. Email is our primary marketing engine. We look for someone who takes the time to write a response, ask questions, curious, engaged with the ideas. Those are the best. Those are gold. And we used to get them as comments on blog posts No more. We now we focus on email, sometimes social media depending on the doctor. So that’s the process. We’re looking for engagement.

Lee Kantor: [00:08:44] Now when they’re starting out and they don’t have that large of a list like do, sometimes they get nothing and sometimes they get one. Like, is it possible to kind of it doesn’t matter. Like if they get one response, like you got to really kind of emphasize that and build on that.

Keith Rhys: [00:09:00] Yes, exactly. And we also have now that I’ve been doing this for 30 years, we have a network of former clients who now have huge lists and we share happily share with new and upcoming doctors so they have instant access to an audience. So that really helps.

Lee Kantor: [00:09:21] So that way they’re always getting some response.

Keith Rhys: [00:09:24] Right? It’s always about the feedback. And, you know, my former clients are more than happy to help the up and coming doctors as long as the ideas are interesting and fascinating and new and different and they usually are.

Lee Kantor: [00:09:37] Now, is there a kind of milestone metrics that you use, like what’s a minimum audience and what’s a minimum kind of response that you think is okay? That’s worth noting. That’s worth kind of building on.

Keith Rhys: [00:09:50] Oh, boy. It really depends. I’ll be honest. It depends on the it depends on the practitioner. A lot of practitioners that come through my course, for example, just have a virtual online practice. They’re a health coach or they’re a, you know, a psychologist who became a coach and they have a very small audience, very small reach. And so they’re not going to have many metrics, to be honest at first. Even if we help them out, give them access to an email list with a digital product we created. So it really depends, I’ll be honest, and it also depends on what we’re how we’re building their stack or are they already on social media? Do we need to build that, etcetera?

Lee Kantor: [00:10:32] Now when you build up to this book, is the book then becomes their main revenue stream or rarely?

Keith Rhys: [00:10:40] Rarely, if ever.

Lee Kantor: [00:10:41] So so that’s kind of a that’s a misconception about authorship, isn’t it?

Keith Rhys: [00:10:46] It is. It really is. It is. It rarely, if ever. I mean, I can count on we’ve had seven number one bestsellers, right? That’s what everybody seeks. But rarely has that become the income stream. Instead, it’s the digital products and the speaking engagements and the opportunities for working with other email lists. The book brings those opportunities, but the book rarely. I’ve had one book now that’s been in hardcover for going on 20 years and never has gone to paperback back. It’s a perennial bestseller, but that’s one book in 30 years.

David Brandon: [00:11:28] Do you do you feel like the book is more important for building authority? Do you feel like do you feel like paper builds more authority than online or is it equal or what’s how does that.

Keith Rhys: [00:11:41] It’s actually it’s been in someone’s feed or email box consistently over time. That’s what builds authority and trust and expertise. The book really is almost it’s become an on ramp to that. It becomes let’s offer the book as a way to get them on the list. Let’s offer the book as a premium to get them to enjoy the course.

David Brandon: [00:12:07] So you’re you’re kind of flipping the the old marketing paradigm.

Keith Rhys: [00:12:13] That’s right. And every once in a while we have someone who has a big contract with a big New York publisher, and they want to market like the old days where we, you know, do all the games, play all the tricks, pull out all the stops, you know, all of those you’ve you’ve seen how those launches, quote unquote, work, even though The New York Times is kind of onto all of them. But they really want to go old school. They really want that number one spot. And so we’ll do that with them. But at the same time, we’re also building the landscape, the content landscape around that. What I’m interested in, what they really are too, when they admit it is not just a number one launch, they really want a book with legs, a book that has influence and sells multiple copies every month for years. That’s when we have influence from a book.

Lee Kantor: [00:13:00] But isn’t the book just another kind of tool in the tool belt because you’re ultimately trying to build a community and these are all kind of assets in and around that? That’s right.

Keith Rhys: [00:13:12] Yes, that’s right. But in marketing, we need to work with what the prospect believes coming in. And still they believe when they come to see me that they have to start with a book. And so I had to write something that’s literally called Don’t Start with the Book.

Speaker5: [00:13:33] So you were.

Lee Kantor: [00:13:34] You were trying to manage their expectations from the beginning.

Speaker5: [00:13:36] Exactly. That’s right.

Keith Rhys: [00:13:38] But it’s the real hope. I mean, don’t we all? We want our authority to just be launched and then stay. We’re just an authority and an expert. Wow. Today, it doesn’t work that way. You’ve got to release that book in little increments over time, over and over and over again. And that’s why I like Instagram. Instagram is awesome right now for my audience. It’s where their people are. And the way we’re using it is is going gangbusters. As long as we also use it with email marketing and a platform where we can send people to buy stuff, clearly that’s what we’re doing.

David Brandon: [00:14:21] Do you do you tend to get much pushback on that sort of thinking? Because I know like you’re a consultant, you’re working with people who aren’t experts in marketing, but they have an idea of the way it’s supposed to work. Yeah. Do you get pushback? And if you do, how do you manage those expectations and help them to see the right way to go? Okay.

Keith Rhys: [00:14:40] Pushback against which part? I get pushback all the time. So which which pushback are we referring to, David?

David Brandon: [00:14:45] Specifically on like kind of old school versus new school way of doing things? The big book and the big like Flash as opposed to sort of that ongoing, consistent drip feed is more what I’m thinking.

Keith Rhys: [00:14:59] Well, since they’re the client, we will give them the launch they want as long as they also agree to play along with me and build the content around it. And if we can do that and agree, then old and new can get along. But there really is not. I’m it’s really amusing to me because I came up in the old days in the 80s pre-Internet and we’ve just replaced all the old tech with new tech, the glossy catalogs, you know, or just your shopping cart plug in. And all the mail we used to send out is just in your email box. And talk radio is the podcast. It’s the same conversation, it’s the same conversion, it’s the same, you know, relationship building, just a different medium.

David Brandon: [00:15:50] Ed and I were talking about that the other day. You know, the idea that like tactics and technology change, but people really don’t. They don’t, you know, stuff that was that worked 100 years ago. You know, you update the technology. It still works today.

Speaker5: [00:16:03] That’s right.

Keith Rhys: [00:16:04] Exactly.

Speaker5: [00:16:06] It does.

Lee Kantor: [00:16:06] But something that is different today is that there are a lot of this stuff is free and a lot of this stuff is there’s much more fragmentation in terms of attention. How do you kind of. Well, the while the principles might be the same, the the ability to get someone’s attention and keep it over time is a little more competitive nowadays, I think.

Keith Rhys: [00:16:30] Yeah, it is. And that’s why we niche so deeply in the beginning. Because every doctor I’ve worked with, we niche narrowly, narrowly and deeply in the beginning. We find something for them that they can own. And that’s how we first build their first platform and then they can branch out. But every doctor I can name that we’ve worked with started with a very, very narrow niche. And so you have to you must.

Speaker5: [00:16:59] Start with a niche.

Lee Kantor: [00:17:00] Talk about that exercise that you helped them get into a, you know, to own their kind of tiny slice of the universe. How do you help them identify what is that appropriate size niche and then is it big enough to at least get their focus for a period of time so they believe that it’s possible to build off of that?

Keith Rhys: [00:17:22] Okay. I’m trying to think of one of the one of the. Uh, techniques we use in the course. But what I like to have them focus on is every every expert wants to focus on how they do something. So like, for example, a famous example I always use is I had an acupuncturist from the UK who had this video on the front page of his site with him sticking needles in someone’s face, and that focused on how he achieved pain relief. But people were terrified of going to this guy. Right? And so what we do instead, of course, is we focus on why you’re doing what you’re doing, who it’s for and what the what problems you solve. And so all I ask people to do is just, okay, who are you serving? Name three related problems you solve that becomes the first niche. It’s just three problems and we build three pillars for those three problems. We test and see how they work. And then we rotate pillars. I use pillars because in the Rainmaker community anyway, it’s fairly common language, I think at least it used to be for categories along the top of the site, right?

Speaker5: [00:18:42] Yeah.

Keith Rhys: [00:18:43] And so their niche just becomes the problems they solve. It’s an easy way in because most people get so hung up on, Oh, I’ve got to have the right niche. The audience quickly tells us these two are boring. This one’s interesting. How can you reframe this one? And we just keep rotating. Eventually what we found was all five pillars or categories along the top of the site would be humming because we just watched with Heatmaps as people arrived to see which of those problems resonated with audiences. And we do the same thing on social media. So it’s a long way around of.

Lee Kantor: [00:19:25] Now you mentioned that Instagram is working well for your clients now. Can you talk about that a little bit? Like what makes that work well or what are you doing there that is so successful? Yeah, I’m ready.

Keith Rhys: [00:19:36] To give my big secret. So here we go. Because I guess not a lot of people know this, but long content, believe it or not, long form content is back and. It’s really quite amazing because Instagram wanted to be TikTok for a while, and so they thought they were going, maybe they still are and they were going to embrace the reels and the quick hits, the videos. But once my client started doing that, they just lost people lost all interest. And so what we found, Instagram has a feature called Carousels. Maybe you’re familiar with those. You know, they’re, you know, ten, ten screens of type of content. And we make the first two slides hooky and interesting and fascinating because that’s the way Instagram works. It’ll show the the the viewer of the slide, the first slide, the first time they see it and the second slide the next time they see that in their feed. And we have found that carousels are outperforming every other form we could possibly use, including video. Now, there’s a few people that are really great on video and that can add to it. But people, at least the people we attract, the people who are looking for health solutions, the people who are in pain, they’re looking for solutions. They want it to be able to remember it. They don’t want a video to just flash by. They want notes. They want to take screenshots of those carousels. And engagement has just gone through the roof once we started using carousels. So we use carousels to get people off of Instagram onto the email list and then we develop the relationship further with email. So that’s our strategy at the moment.

Lee Kantor: [00:21:20] So you use so you use Instagram not to sell them anything, but to get them on the list so that you can eventually sell them something.

Keith Rhys: [00:21:28] Yeah. And it’s been, it’s been really interesting. I don’t know how much you know about the health alternative health world and how controversial it can be. But there’s something called moderation online in social media where if you say something controversial, it doesn’t agree with the mainstream corporate. Stance on the issue, you’ll be moderated out of existence. And so I don’t want my people building a platform on Instagram. It’s not worth it. I had people during the big pandemic. Lose 300,000 followers overnight because they said something innocently they thought was just common sense. So moderation has been really interesting for us. And so what we prefer to do is every opportunity, get people off of social. Social is like, look at it like the Matrix, you know, the Matrix where, you know, the green figures are scrolling down the black screen endlessly, forever. That’s Instagram. And it’s not for selling. It’s for capturing interest. And we capture that with carousels and take them to the email.

Lee Kantor: [00:22:41] So what are some techniques you use to get them off of the platform onto your email?

Keith Rhys: [00:22:47] Well, if we’re being if we’ve been really smart, we’ve been paying attention to the topics that are resonating with people that people are, you know, engaging with. And comments are so amazing on Instagram. We love the comments. The comments tell us everything. They tell us why they like it, why they hate it, what they’re going to do with it. Are they understanding the concept? And the minute we get that data, then. We develop a free a free, a freebie like, you know, a a mini course or an eBook or something. The best premium we’ve had has been checklists. The shorter, the better. And so we offer those, you know, ten ways to know if X. Click. They go. They go to the site. The Rainmaker site and gather that e-book or checklist or mini course. And then they’re on the list.

Speaker5: [00:23:52] So. Yeah, go ahead. Yeah.

Keith Rhys: [00:23:55] Okay. No, go ahead, David.

David Brandon: [00:23:57] I was going to say, you mentioned just a minute ago something that I wanted to to kind of come back to moderation and that effect on the people that you work with. Yeah. Being that you have a very specific market. What are some of the challenges and opportunities and things in that? Because a lot of people, like you said, have not necessarily engaged with that space. What is it like being in that space as a marketer?

Keith Rhys: [00:24:23] It’s really challenging and it’s not it hasn’t really changed and this is one of the benefits I think, of coming up with supplements in the 1980s, supplements are regulated, the labels are regulated by the FDA for obvious reasons. And so we had label restrictions and they extend to the catalogs we print and the mail pieces we’d send out, obviously. Right? So we became very, very, very good at creating content that didn’t get us in trouble. And nowadays, oh, these poor, younger doctors will just wander on to social media and start spouting off every everything they believe as of last week and lose their audiences. And so we have a course where we walk people through what we say online and what we say behind a paywall and why why that’s so necessary because it has been. I don’t know. I don’t know how to describe it. It’s been. Really difficult for. We had one doctor who lost 600,000 people. And that is something that’s hard to recover from because he hadn’t built anything other than social media. He didn’t have an email list. That’s dangerous. So that’s why we do it the way we do it now.

Lee Kantor: [00:25:45] Because of your background, you probably at a glance can tell where the edges are, where somebody, somebody new is just they don’t understand what they don’t understand.

Keith Rhys: [00:25:56] That’s right. Yeah. I mean, let’s be honest. It’s always been about the advertisers. Let’s call it the advertisers, whether they’re advertising on social media or not. Right. They have the cash. And so the advertisers in our case are, well, you know, pharma and they’re touchy and they don’t like people saying bad things about their products. I don’t blame them. And we had the same problem in the 80s. We’d do radio, we’d do TV, and the advertiser would say, You can’t say that there are advertiser. And so I don’t see this as necessarily censorship or it’s, you know, the evil big foot of government or any of that stuff. I see it as the usual same old thing. It’s always been advertisers don’t like. People saying bad things about their product. So let’s just play that game. Let’s play along. And that’s what we do.

Lee Kantor: [00:26:48] Right. And there’s always parameters. I mean, this is just becomes another parameter.

Keith Rhys: [00:26:52] Oh yeah. There’s very clear parameters sometimes. Lately they’re constantly changing the restrictions and you don’t know why you get kicked off. So it is kind of a wild West out there right now. Um, as we found with Twitter. But. And the Twitter files, if you know about that.

Speaker5: [00:27:10] Sure.

Lee Kantor: [00:27:11] Now, are are the things that you’re sharing today for your clients, is that what you’re doing to get clients or are you at a stage right now that people know who you are and they’re going to you to solve their marketing problem?

Keith Rhys: [00:27:23] We’re fortunate. We you know, we’re primarily word of mouth from clients now and we stay pretty busy. My favorite form of marketing is email. It always has been. And, you know, we went through a period where people when Facebook first started up where everybody was claiming email was dead. You remember that. And email is still ten x for us. Anything we could do on Facebook or Instagram, it’s still ten x. We still sell most of our product through email. And my model is pretty simple. I build the email lists with my clients and then we teach their email list how to do the same thing. And so my clients will recommend me to their list and we sell the course to them. And it just is a virtuous cycle. And I’ve done that with all my clients.

Speaker5: [00:28:18] See. Yeah.

David Brandon: [00:28:20] You mentioned email as being something that’s been really, really effective for you. That’s obviously been around for a long, long time. As you said, what about moving forward? What are some of the stuff that you’re really excited about, you know, in the near term and the future for your particular market as far as tactics, techniques, platforms, media?

Keith Rhys: [00:28:42] Okay. Well, that’s a good question and I haven’t thought about that. I like focusing on what’s working now, but I can tell you what I am wary of. And can I mention product names on here? Is that okay or is that bad? You know, like Slack or or substack or. Or medium.

Speaker5: [00:29:02] Whatever should be fine. Yeah, you’re good. Okay, good.

Keith Rhys: [00:29:05] So I what really is kind of annoying me right now is let’s take Substack. It’s the big kid on the block at the moment. A lot of people think it’s going to be easier to attract an audience if they throw their content onto an email. You know, it’s just a typical blog platform that sends out an email, its PR blitz. It’s what Seth Godin has been doing for 40 years or whatever. Yeah, right. So they’re putting it on there thinking, believing that somehow that will make a difference and help them find their audience. And I can’t see any difference with these platforms than a typical WordPress stack that we use. So I think there’s going to be a lot more of that coming because every tech provider, not rainmaker, but most of them want to create a walled garden of exclusives that you can’t leave ever. So that is what I’m warning against as of the future for my clients is keep it simple, keep it clean, keep it flexible. WordPress stack.

David Brandon: [00:30:15] Well, I think that almost gets back to kind of the point you were making earlier about social media that rented versus owned space. Yes. You know where you’re at, you’re beholden to something that you don’t control.

Keith Rhys: [00:30:29] Exactly. Yeah. And you know, Brian Clark talked about that a lot way back in the day. And I agree with that 100%. And that’s what we found out during the pandemic. All those rented spaces where you did not own your audience suddenly disappeared out from under you. I mean, how scary is that? So that’s why I love the simple minimum viable website, if you can call it that. You only have to have six pages. And six pages and about page three articles a work with me, page a home page. Let’s get on social media. Let’s get you an audience, get you an email list, and then you own that platform for now anyway.

Lee Kantor: [00:31:13] And, you know, it’s what they say. If something’s free, then you’re the product. So, I mean.

Speaker5: [00:31:18] Exactly. That’s true. That’s really true.

Lee Kantor: [00:31:21] Those platforms are just taking advantage of that.

Speaker5: [00:31:24] Yeah.

Keith Rhys: [00:31:25] And who can blame them, really? I mean, it’s a great model for them.

Lee Kantor: [00:31:30] So now what could we be doing for you? How can we help you?

Speaker5: [00:31:34] What do you mean.

Lee Kantor: [00:31:35] How can we help you? What do you need more of?

Speaker5: [00:31:39] Um. Let’s see. That’s an.

Keith Rhys: [00:31:42] Unexpected question. You mean from Rainmaker?

Speaker6: [00:31:46] Yeah.

Lee Kantor: [00:31:46] I mean from your business. What can the audience do to help? Keith Reese. Have all of his dreams come true?

Keith Rhys: [00:31:57] Go to Keith Rescom and join my email list. How about that?

Lee Kantor: [00:32:01] And can you spell that? Because for folks.

Speaker5: [00:32:04] Yes, it.

Keith Rhys: [00:32:05] Is unusual. It’s k e r h y s.

Speaker5: [00:32:11] Heath Reese.

Lee Kantor: [00:32:13] If they go to Keith Rescom, they can get some information. They can learn more about your philosophy and your practice.

Speaker5: [00:32:20] Yeah, we have a.

Keith Rhys: [00:32:21] New a new freemium coming out called Parallel Practice. And it’s been so fun because what we do is all of our service providers are so busy providing services, they don’t have time to market the thing, right? So we built a simple model that’s four steps that they implement in parallel to their service practice. And we’ve been testing it and with 200 health coaches and it’s been spectacular. So that’s what they get when they go over to Keith Rescom.

Lee Kantor: [00:32:55] And then your ideal prospect is somebody that is a health practitioner that wants to expand their practice in into the area of content creation and then create additional revenue streams through content and a variety of ways.

Keith Rhys: [00:33:13] Yes, that’s typically my real dream. Clients are those who desperately want to get something out into the world that they care about deeply. And they want they’re not really interested in being seen as an expert or an authority necessarily, but they believe so passionately in something they’ve researched or found or discovered with patients that they have to get it out there. They’re my favorite clients, but we help anyone who is in the wellness space because they need our help getting being. I like to say we help them translate their big ideas into common language. So that’s what we help them do.

Lee Kantor: [00:33:54] And then are they are they typically are they coming to you first before they’ve tried? Or have they tried and become frustrated and are at their wits end and say, maybe I’ll hang out with Keith for a while?

Speaker5: [00:34:06] Is this.

Keith Rhys: [00:34:06] Just me? You guys tell me. But no. Almost every single one of my clients have tried every single tactic and, you know, platform and everything and failed miserably. And then after they spent all their money, they come to us. And so that’s typically the way it’s been for us. Now, the reason I launched the course six years ago, Evergreen Authority, was because I wanted to build more clients who came up the right way with the right foundation, the right marketing foundation. That’s a four month course, right? So that was the initial idea. We put 2000 people through there and they go through the whole course. And what’s been great about that is I create my own clients. They’re already ready to engage and just hit the ground running because they know the principles of content marketing. So that’s been our strategy.

Lee Kantor: [00:34:58] Well, Keith, thank you so much for sharing your story. You’re doing important work and we appreciate you.

Speaker5: [00:35:03] Hey, thank you.

Keith Rhys: [00:35:04] We appreciate it. David.

Lee Kantor: [00:35:05] Yeah. All right. This Lee Kantor for David Brandon. We will see you all next time on digital marketing done right?

Tagged With: Keith Rhys

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