Top Secrets of Marketing & Sales

• No More Unfinished Business

  We'll say things like, "oh man, there's just so much going on. I'm so busy. I'm just busy, busy, busy every day." When you're saying that sort of thing, it's a strong indication that you've got a bunch of unfinished business. You've got open loops, and maybe you're not capturing it. David: Hi, and welcome back. In today's episode, co-host Kevin Rosenquist and I will be discussing the topic of no more unfinished business. Welcome back, Kevin. Kevin: Good to see you, David. How you been? David: Been doing great. And you? Kevin: Good, good. So unfinished business. What do you mean when you say that? David: Well, I learned this somewhere, a number of years ago, and when I first heard, I was like, "oh man, this is me." They were talking about the fact that in business there are starters and there are finishers. And very often they're not the same person. Right? There are some people who are very good at starting projects and other people who are very good at finishing them. A lot of entrepreneurs, and some salespeople as well, are very good at starting projects. We're all excited and we're very happy to dive in, and then we tend to lose interest as we go. Kevin: Mm-hmm. David: And what that creates is a lot of unfinished things all around. And when you've got these unfinished things, they weigh on you. Right? And so when I talk about the idea of no more unfinished business, what I'm saying is that we should look at the things that are out there, that are stuck in the back of our minds. It's like, "I know I need to do that. I know I need to finish it. I haven't done it yet, but I don't feel like it," or whatever it is that's keeping us from getting it done. Kevin: Is it possible that you need to look at it and say were these things really that important in the first place? David: That's a great way to approach it. Right? Because there are things you just say, you know what? I started that, but no, that's not worthwhile. Kevin: There's a reason I didn't finish it. Yeah. David: Exactly. And it's good to eliminate that sort of thing. Whenever you're able to do that. If there's something that you're working on, you decide, look, this is not generating the results I'm looking for. Yes. Just make sure that you don't cancel it because you don't feel like doing it, right? You got to cancel it for the right reasons. If you're going to eliminate it, make sure that you evaluated it first. One of the things that I've talked about a lot in terms of just the things that we do in our projects is looking at things, I refer to it as the RADD method, RADD. It stands for Remove, Automate, Delegate, or Do. Okay, so we start with the R. Remove. And there's a reason these are actually in this order, which I'd nearly forgotten. But the reason is that if you do it in this order, you're going to end up a lot better off. If you start by removing the things that don't have to be done, then wow, that's a big relief. You're able to, essentially, Kevin: Your list just got smaller. Yeah, yeah. David: Yeah. You just eliminate it before it even becomes a problem, so that's the first step. You basically remove it. Second step is if you can automate it, right? If it's something that can be automated, then you don't have to do it. You don't have to have anyone else do it, and it will happen automatically going forward. So simple things like email autoresponders can allow you to create responses to something once and then have them happen again and again and again. So anything that can be automated, ideally should be automated. Third step is delegating. Can I delegate this to someone else? Can I delegate it to someone else in my organization? To a virtual assistant? Can somebody else do this effectively? And then the fourth one the second D is Do it. Then you actually do it. And if you go through this in that order, you remove things first. You automate them second,

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  12:41
• Creating Certainty in Uncertain Times

  I've been having conversations over the past couple of weeks about this very topic of creating certainty in uncertain times. So much of it boils down to the specific steps I can put in place in my business. Reach out to the right people, say the right things, in the right order, consistently. That will not only improve your confidence in yourself. It will improve their confidence in you and their certainty that you can do the job for them. David: Hi, and welcome back. In today's episode, co-host Kevin Rosenquist, and I will be discussing creating certainty in uncertain times. Welcome back, Kevin. Kevin: Great to see you again, David. Wow, uncertain times. There's an understatement of the year, huh? David: Yeah. There's been so much discussion on the forums and inside the social media groups and everything like that. A lot of people are uncertain about a lot of things, and that does not generally bode well for businesses. Kevin: No, no, it definitely doesn't. So what does it really mean to create certainty? When everything around you feels unstable. David: Yeah. We had talked in a previous podcast about our circles of influence. Like the things we can control and the things we can't. It really does circle back in a lot of ways to this. When we talk about creating certainty, we can only ever do that within the realms that we control. We can create certainty in specific aspects of our business. So when we're talking about things like tariffs, which obviously is a big topic these days, a lot of our clients are in the promotional products industry, and a lot of that product tends to come from overseas. Much of it is coming from China. So in those situations, we're not able to create certainty with that, right? That's not within our sphere of influence. So what we can do and what our clients can do is to look at the specific things we can create certainty around. Can we identify suppliers who are can provide products for us that are not impacted by that? Can we look at more domestic suppliers? What are the specific things we can do to create a level of certainty for our customers? Something our competitors might not be able to provide? Kevin: And I think there's a level of authenticity too that has to go with it, right? Because certainty you can sort of project certainty. but you don't want to pretend to have all the answers when you don't. So how do you balance that? David: Yeah, you can't really fake certain, well, I guess you can fake certainty. Kevin: You can try. Yeah, David: You can pretend you're certain, but I'm not really talking about that. I think there's certainly an air of confidence that you want to be able to convey to your clients, and sometimes when you're conveying confidence, you may still not be certain about things. But in this conversation, I'd like to look at, okay, what are the things that we can do? What can we be certain of? You know, are we certain that we can help our clients? And if so, how are we certain that we can help our clients? What are the things that we know that we can do that will help them? And if it's about sourcing things that are more in line with exactly what they're looking for, trying to get around the obstacles for our clients. If we're certain we can do those types of things. Just identifying the very specific steps that we can take, what can we be certain about, and then focus on those things. Kevin: You mentioned that, a lot of our listeners are in the promotional product space. There's still a lot of uncertainty that's coming our way. A lot of flipping and flopping going on with tariffs and whatnot. What do you recommend businesses do to sort of like help prep? David: Well, first thing you should do is recognize that your clients are not unaware of this. Like they are aware of the fact that this stuff's going on. Kevin: Right. David: And I've talked to a lot of business owners recently who are just really conc...

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  14:02
• Don’t Sabotage Your Sales Success

  Anytime there is any sort of issue in your business that’s not quite going the way it should, don't sabotage your sales success. Instead, just ask yourself, is this because the process that I have in place is not working? Or is it because the person who is supposed to be following the process just didn’t do it? David: Hi, and welcome back. In today's episode, co-host Kevin Rosenquist and will be discussing How Businesses Sabotage their Sales. Welcome back, Kevin. Kevin: Good to see you, David. How you been? David: Been doing great. It's good to see you too. Kevin: Yeah, for sure. I'm excited to talk about this. So, sabotaging sales, what do you mean by that, when you say businesses are sabotaging their sales? David: You know, I had some experiences recently and I'm like, did they intend to do this? Is this what they were trying to do? Did they set out to do this when they were doing it. One of the experiences I had recently was I was going to buy a pair of earbuds, right? And there's a particular brand of earbuds that I like. It's not the ones that would normally leap to mind. It's another one. But a good brand, they work really well. And I got a text from them saying that they were having a sale. And I was like, okay, cool. Maybe I'll buy an extra pair of earbuds even though I don't need them. And so in the link that they sent me, they said, click through and you get 35% off. I'm like, cool. So I click through the link and it takes me to a picture of what I think are the earbuds that they're selling, and it says 20% off, with a certain promo code. And I'm like, okay, well I'm looking for the 35% off, but there was a different promo code in the text, so I'm like, okay, I'll just plug the correct promo code and it'll work. Right? So finally figured out how to do that. No, it said this is not applicable to this particular product. So I'm like, okay. But they had some sort of chat person or chat being or chat AI, I don't know what it was. Kevin: Chat AI agent. Yeah. David: Yeah. Something not quite what I thought it might be, but. I thought, okay, well I'll ask the question. And none of the answers that I got were relevant to what I was asking. And I was like, I'm here. I've got my wallet open. Kevin: I'm ready to buy! David: I want to buy exactly the thing that you sent me a text to, and you're making it hard. Why are you making it so hard? Kevin: Yeah. David: And it replied quickly to a lot of questions and then, it was just like ghosting. It's like, okay, I didn't hear anything back. So I'm like, I'm like, are you AI? And I didn't get an answer. I thought if it was AI, it would at least tell me it was AI. So, I didn't get to order that day. The next day I tried again. I actually reached out to their customer support, had another non-experience there. But eventually I was able to figure out that apparently there were two sets of this earbud in a similar color, and the link took you to the wrong one and applied the wrong link. And so that's why it was saying it was wrong. And I didn't care about the color. I was like, I wouldn't have normally bought this color, but it was 35% off, so I was like... Kevin: Yeah, yeah, whatever. David: Right. Kevin: Earbuds. David: Anyway, long story short is what should have taken three to five minutes and been an exceptional experience took a whole lot longer and diminished my passion for this particular product. So I thought, you know, there are a lot of businesses that do this sort of thing, and the words that leap to my mind is that they're sabotaging their own sales, which is kind of the purpose of this conversation. Not for me to vent, but for us to talk about what businesses can do about it. Kevin: Well, I'm glad you got that off your chest, David. David: Thanks. Kevin: It's probably something you needed to do. David: I feel a lot better. Kevin: Good, good, good. Well,

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  13:07
• How to Get Information from Clients

  It's not always easy to get information from clients. If you're in a situation where you have good relationships with your clients, but you're struggling to get the information you need from them, there are very specific things that you can do that will help you to accomplish that a lot faster and a lot more organically. It'll just feel better when you're doing it right, and they'll be a lot more likely to help you with it. David: Hi, and welcome back. In today's episode, co-host Kevin Rosenquist, and I will be discussing getting information out of clients. Welcome back, Kevin. Kevin: Hey, welcome back to you too. I'm really excited to talk about this because let's be honest, like we're all very conscious of the fact that everyone wants our information, so it's a bit of a struggle sometimes. David: Yeah, it really is. And when we're looking at trying to extract information from clients, sometimes it's like trying to pull teeth. Or trying to get the information that we need to either advance the sale or to be able to get an order completed and that sort of thing. And it can definitely be challenging. Kevin: Yeah, no doubt. How much of it do you think is how people ask for the information? Instead of saying like, give me this. Is it better to kind of think about it in more of a storytelling narrative kind of way to pull things out? David: That's a great question. I think a lot of it depends on your personality and the way that you communicate with people. Many salespeople, many of the best salespeople, I think are natural storytellers. You ask them what time it is and it starts with a story. Right? So... Kevin: Well, it all started back when I was eight. David: Let's talk about time, shall we? Kevin: Yeah. David: Yeah, so I think it can take that form. I think there are also situations, a lot of times, where we know what we need to get from them, and sometimes if we're just going for it all the time, that can come across as a little too pushy in some ways. So I think there's a natural give and take that needs to happen, so that people can feel engaged with us. If they feel engaged in the conversation, if they feel that we're listening to them, paying attention to what they need, and that's woven in with getting the next piece of information that I need without coming across like an interrogator. Like I'm going to shine a light on you. It's like the third degree in the cop movies. Right? If it feels like that, they're gone. But when you're able to just engage them and let them know that you care about getting them a result, then they're a lot more likely to be free with the information. Kevin: Obviously at the front end of a sales cycle, it's more basic information and it keeps going, getting more detailed as things go on. Should people change their approach as they go on from first contacting someone to maybe having a warm or even hot lead? David: Definitely, and I think you raised exactly the right point there, which is that it does generally start out more general and then it gets more and more specific as you're getting down to it. Sometimes salespeople will lead with things like, what's your budget? Right? Which is kind of intrusive, right? Kevin: Yeah. That's the one, right? David: You don't need to ask me about my budget if I'm not buying anything from you, right? Kevin: Yeah, yeah. What's your budget? What's your timeline? Right? Isn't that what everybody always says first? David: Yeah. And that's not the kind of thing that generally needs to come first. Initially, what needs to happen is they need to feel some sort of connection. They need to have a clear idea of what you do, how you can help them, and all that sort of thing. So I think a lot of times, in the early stages of a relationship when we're first meeting a prospect, it is information gathering from us, but it's about trying to find out what they need, what they're looking for,

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  14:38
• A Step-by-Step Approach to the Sales Process

  When we discuss a step-by-step approach to the sales process, we're taking a scientific approach, which most people don't do. They just keep going out there and getting in front of people, smiling and dialing, whatever it is they're doing. And when you take a more strategic approach, you just get far more consistent results. David: Hi, and welcome back. In today's episode, co-host Kevin Rosenquist, and I will be discussing a step-by-step process to the sales approach. Welcome back, Kevin. Kevin: Great to see you, David. Excited to talk about this. David: Yeah, it's great to see you as well. This actually came up because I saw this question going through a Facebook group. I thought it's an interesting topic because everybody's got their own idea of what that is, what that should be, and very few people actually have what they would describe as a step-by-step approach to the sales process, which I believe is critical if you want to be able to create consistent results. Kevin: Why is it you think that people don't implement a step-by-step process? Is it just because they just like to shoot from the hip a little bit more or what is the reasoning? David: Well, there are a lot of salespeople who do just like to go with the flow and they go with the conversation and everything like that. And there are some people who can do that extremely well. Kevin: Sure. David: But my feeling is that even those who can do that extremely well are essentially harming themselves, by not having at least a framework that they go back to again and again and again, so that when prospects or clients inevitably get them derailed, they know exactly where to come back to so that they're not missing any steps. That's why I think having the sales process in place is pretty important. Kevin: Obviously, there's no universal sales approach for every industry because you know every industry is a little different, so how can a business lay out a good step-by-step sales approach that is suitable for what they do? David: Great question. So in our business, one of the things that we help our clients with is exactly this. And a lot of our clients are in the print and promotional products industries, but this also applies to any other B2B business. It actually applies to a B2 C business. I haven't really found an industry where it doesn't apply. And so when we initially laid this out in a program called Top Secrets of Customer Acquisition, we basically laid out six steps to customer acquisition. I'll put up a graph here to sort of demonstrate it as we're going through. But the first step that we've identified is the targeting. Who exactly is it that I'm going to go after? Because if I don't know who I'm targeting, I've got no one to sell to. I've got to have a really crystal clear idea of who the people are that I would like to go after. And so for me it always starts with that, who is it that I want to sell to? Kevin: And in this day and age, we have so much data, we have so much information that there shouldn't be any reason you can't figure out that pretty precise target. David: Exactly, and a lot of times people want to feel like they sell to everybody. But the problem is that, as the saying goes, if you feel like you're selling to everybody, you're probably not selling to anyone. Because people don't always get it. They don't resonate with something unless they feel like the messaging is actually directed toward them. So, it's a really good idea to. target small, Aim small, miss small, as they said in the movie the Patriot, right? Aim small, miss small. You want to be able to do that with your targeting because when you do that, you can be more consistent in what you're saying to the people that you're approaching. It'll make a lot more sense to them, and you'll be able to get a lot more traction with what you're doing. Kevin: All right, so after targeting the right people, what's next?

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  13:26

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