Lenny's Podcast: Product | Career | Growth - Customer-led growth | Georgiana Laudi (Forget The Funnel)
Episode Date: September 29, 2022Georgiana Laudi is the co-founder and CEO of a consulting agency called Forget The Funnel, where she helps SaaS companies scale and improve conversion rates through customer-led growth. She’s also a... marketing and growth advisor to companies like MarketerHire, SparkToro, and Sprout Social. Previously, she was the VP of Marketing at Unbounce and has worked in growth marketing for over 20 years. In today’s episode, Gia speaks about how to identify your ideal customer, how to map their user flows in order to find the biggest growth opportunities, and examples of product changes she’s recommended that have led to the largest growth unlocks. She shares the exact process she works through with founders to uncover opportunities, as well as how to increase subscriptions and retention for SaaS businesses.—Find the full transcript here: https://www.lennysnewsletter.com/p/customer-led-growth-georgiana-laudi—Where to find Georgiana Laudi:• Twitter: https://twitter.com/ggiiaa• LinkedIn: https://www.linkedin.com/in/georgianalaudi/• Website: https://www.forgetthefunnel.com/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• Twitter: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—Thank you to our wonderful sponsors for making this episode possible:• Amplitude: https://amplitude.com/• Athletic Greens: https://athleticgreens.com/lenny• Maven: https://www.maven.com/lenny—Referenced:• How SaaS Marketers Can Hold High-Impact Customer Research Interviews: https://www.forgetthefunnel.com/resources/saas-customer-research-interviews• Jobs To Be Done: Email Invite Template & Interview Questions by Forget The Funnel: https://docs.google.com/document/d/183PzYjQi2vsIRlPMUrtzRwZF1VdnZWNDAZsrJ4MRT4Q/edit• The Growth Framework for Customer-Obsessed SaaS Teams: https://www.forgetthefunnel.com/resources/saas-customer-journey-mapping• Project Snow White: https://marker.medium.com/what-seven-years-at-airbnb-taught-me-about-building-a-company-e1d035d49c56#:~:text=middle%2C%20an[…]0White,-was%20one%20of• Startupfest: https://startupfestival.com/for-startups/• Pirate Metrics: https://fourweekmba.com/pirate-metrics/• How Airbnb Proved That Storytelling Is the Most Important Skill in Design: https://www.inc.com/yazin-akkawi/the-surprising-technique-airbnb-uses-to-better-sell-an-experience.html• Jobs to Be Done: https://jtbd.info/• Demand-Side Sales 101: https://www.amazon.com/Demand-Side-Sales-101-Customers-Progress/dp/1544509987• When Coffee and Kale Compete: https://www.amazon.com/When-Coffee-Kale-Compete-products-ebook/dp/B07C7HH662• Obviously Awesome: How to Nail Product Positioning So Customers Get It, Buy It, Love It: https://www.amazon.com/Obviously-Awesome-Product-Positioning-Customers/dp/1999023005• Hooked: How to Build Habit-Forming Products: https://www.amazon.com/Hooked-How-Build-Habit-Forming-Products/dp/1591847788• Forget the Funnel: https://www.forgetthefunnel.com/customer-led-growth/book• Four Thousand Weeks: Time Management for Mortals: https://www.amazon.com/Four-Thousand-Weeks-Management-Mortals/dp/B08XZY5ZF7• Shine Theory: https://www.shinetheory.com/• April Dunford’s website: https://www.aprildunford.com/• SparkToro: https://sparktoro.com/—In this episode, we cover:(04:33) Georgiana’s background(07:03) Why funnels are antiquated (08:52) Better positioning and messaging to find the ideal customer(13:59) How Gia was inspired by Airbnb’s storytelling(19:23) How to analyze what’s successful and what to invest in(21:54) The ideal customer to learn from(26:37) How to choose which customer job to prioritize (32:21) Value moments in the customer relationship(36:45) Applying customer feedback (44:40) Metrics for measuring the customer’s meaningful engagement (49:45) What’s included in the messaging and positioning guidebook(51:15) Tips for messaging(54:13) Example of a customer job at SparkToro(55:58) What is the Jobs to Be Done framework?(59:50) Lightning round(1:04:18) How Gia manages her time—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe
Transcript
Discussion (0)
The problem with funnels and pirate metrics and, you know, the, them favorites that I love to pick on are like NQLs and SQLs.
Is it like, nobody knows what those mean. It puts every customer in like these, the same sort of buckets.
It assumes that all customers and all products are the same. It puts businesses or they, I should say, puts businesses at the center of the business versus putting customers at the center, right?
It's about the values of the business, not the value to the customer that's being measured.
Also, it just kind of feels gross for people, right?
Like this idea of pushing people through a funnel.
And then probably particularly relevant for SaaS companies is that recurring revenue businesses,
you cannot think about, you know, marketing and growth and the business overall as ending an acquisition,
otherwise you're not in business anymore.
And the vast, vast majority of these models don't take post-acquisition, retention,
expansion, all of that into account.
So, yeah, in a nutshell, tunnels are bad.
Welcome to Lenny's podcast. I'm Lenny, and my goal here is to help you get better at the
craft of building and growing products. I interview world-class product leaders and growth
experts to learn from their hard-won experiences building and scaling today's most successful
companies. Today, my guest is Georgiana Laudey. Georgiana, aka Aegea, runs a consultant
see called Forget the Funnel, where she works hands-on with SaaS companies to help them unlock
and accelerate growth. As you'll hear, she often finds huge unlocks and opportunities, often doubling
or tripling conversion in various points in their product flows. In our conversation, she shares
the exact process that she goes through to help companies figure out where their biggest growth
opportunities lie and also how to execute on them. We chat about how to identify your most
important customers, how to very practically map their journey through your flows, and set goals,
and then execute on your ideas. There's a lot of wisdom and some fun stories packed into this
episode. And so with that, I bring you Gia. I'm excited to chat with my friend John Cutler from
podcast sponsor Amplitude. Hey, John. Hey, Lenny. Excited to be here. John, give us a behind the scenes
at Amplitude. When most people think of Amplitude, they think of product analytics. But now you're
getting into experimentation and even just launched a CDP.
What's the thought process there?
Well, we've always thought of Amplitude as being about supporting the full product loop.
Think collect data, inform bets, ship experiments, and learn.
That's the heart of growth to us.
So the big aha was seeing how many customers were using Amplitude to analyze experiments,
use segments for outreach, and send data to other destinations.
Experiment in CDP came out of listening to and observing our customers.
And supporting growth and learning has always been Amplitude's core focus, right?
Yeah, so Amplitude tries to meet customers where they are.
We just launched starter templates and have a great scholarship program for startups.
There's never been a more important time for growing.
Absolutely agree.
Thanks for joining us, John, and head to Amplitude.com to get started.
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Gia, welcome to the podcast.
Thanks so much for having you, Lenny.
It's my pleasure.
So we actually met over a decade ago, I think, maybe just around a decade in Montreal.
I was working on my startup.
You were helping companies with their websites, optimize their websites.
Then you went on to lead marketing at Unbounds and a bunch of other great stuff.
So just to set a little bit of foundation for listeners, can you talk about what you've done
in your career in like 55 seconds?
That's your time box.
Okay.
So marketing for probably about 20 or so years, which sounds completely ridiculous when I say
it, but I started working for my father's retail business very early, or like in the early
2000s on, is it like probably 2000 actually.
It works there for a number of years.
then eventually left and started freelancing, worked at an agency, terrible. And then
actually probably around the time I met you, I had this little like sort of catalyst moment
where I joined Twitter in late 2008. And I discovered the like tech scene and startups. And that
was again, probably around the time that you and I met, maybe 2010-ish. And that was-
11. And then I, what's that?
2011.
2011. See, there go. So it was right around that time.
And then late 2011, I decided the like supporting five, six, you know, companies at a time and
their marketing and stuff like that was, was starting to get burnout. And I, you know, I was,
I was doing a lot. And I was like, what it would feel like to, like, sink my teeth into one brand.
And so I decided to go in-house and I moved out West and joined the team at Unbounce. And I was
there for five years. And then in late 2016, early 2017, I decided it was like time to move on.
And so I decided to go back independent and just started working with companies and supporting them through marketing and growth and product marketing.
And that's what I've been doing ever since.
But in mid-2017, I actually paired up with Claire Sellentrop who led marketing at Calligley.
And her and I have been working together since about mid-2017.
That's when we launched Forget the Funnel.
And we, you know, sort of pairing up on working with companies and sort of married this like her customer research background in my like strategy marketing.
marketing background, and we developed this framework that we now use when we work with
predominantly B2B SaaS companies is who we work with right now.
Awesome. So we're going to spend a lot of time on what you've learned working with
companies through Forget the Funnel. Why did you call it Forget the Funnel?
Because funnels are gross. Because, I mean, it's a really antiquated idea. And it's not just
funnels that, you know, we sort of take issue with. It's, you know, buyers journeys or even
I remember actually at Startup Fest 2012, I want to say Dave McClure was talking about pirate metrics and I was like,
hazza, marketing has a role post acquisition. Everybody understands now. And it was like a real moment for me.
But the problem with funnels and pirate metrics and, you know, the, the favorites that I love to pick on are like NQLs and SQLs.
Is it like, nobody knows what those mean. It puts every customer in like these, the same sort of buckets.
It assumes that all customers and all products are the same.
It puts businesses, or they, I should say, puts businesses at the center of the business versus putting customers at the center, right?
It's about the values of the business, not the value to the customer that's being measured.
Also, it just kind of feels gross for people, right?
Like this idea of pushing people through a funnel.
And then probably particularly relevant for SaaS companies is that recurring revenue businesses, you can,
cannot think about, you know, marketing and growth and the business overall as ending
at acquisition, otherwise you're not in business anymore. And the vast, vast majority of
these models don't take post-acquisition, retention, expansion, all of that into account.
They also leave the problem stage out. So, like, the world that customers are living in
prior to discovering you, which is a really critical, like, that context is unbelievably,
you know, valuable, especially for marketing. And to deliver a lot of it.
leap that out of the equation is, you know, a big problem. So, yeah, that's in a nutshell,
tunnels are bad. Okay, so I'm excited to dig into a lot of stuff you've learned, but a couple
other things I just wanted to talk about to set the foundation. One is, can you talk about some of
the impact that you've seen working with companies through the process that you've come up with?
What kind of impact have you seen? What kind of numbers have you seen?
I would say far in a way, the biggest, most immediate impact of the type of work that we do,
is sort of realigning with that ideal customer.
Generally, the lowest hanging fruit outcome
is like realigning around like better positioning and messaging.
And identifying more resonant positioning and messaging
that, you know, speaks to that context that I was talking about before, right?
Before people, you know, discover they even exist,
have that moment where they're like, oh, my God, this has to change, this sucks.
Ties that in, ties in, you know, what they care about,
what is valuable about your product and then also that desired outcome.
I mean, for those in the know, jobs to be done is like a big sort of influence here.
But if you can identify that type of information about your customers and get to know them at that
level, then you're in a way better position to be able to not only position your product,
but also use much more powerful messaging.
So typically what we do is we'll identify those gaps of like almost, I mean, I shouldn't
even say nine times out of ten.
99 times out of 100, a company's website is not doing as much as it could do.
It's not being as effective from a messaging and positioning standpoint as it could.
So websites tend to get update.
We will do a lot of, you know, overhauls on messaging on a website and improve performance there.
One of my favorite examples of that is a social media tool that we worked with where we did really very simple research for them, honestly,
identified two different jobs to be done, zeroed in on one.
of them and then updated the messaging on the website. We shortened to the trial from 30 days to
seven. The conversion rate on the website went up with this new messaging by 89%. But the thing that I
love the most about that particular story is that we didn't even touch anything after the signup
experience. We hadn't even gotten there and the trial to paid conversion rate increased 40%.
And we didn't touch it. It was just because a more qualified better fit customer was coming
through the door. So there was more of them and they were better qualified.
So that's a really specific example that is very typical of this type of work.
There's other examples, though, like product adoption and using that messaging and positioning,
past the website, even in the product onboarding itself, you know, email, an app, whatever,
and just making sure that they're getting to and have the columns to get to the parts of the product
that they care about the most, which can increase, you know, child of paid or product activation.
You know, with autobooks, the product usage that the North Star product usage jumped by like 300% or
something, but then quite a short period of time after rolling out email onboarding, right,
to support that product experience.
I know SparkTor as well, which I think we might end up talking about again, we talk about
the process.
They doubled their child to pay conversion rate when we worked with them because of post-acquisition
optimization to their messaging.
I imagine people are listening to this and they're like, this is what I'm waiting
for, some kind of like huge win, some huge conversion, a success.
I'm curious, how often do you find companies have something like this, like a latent opportunity
it's a double, triple conversion.
Like, you know, everyone's hoping.
Oh, boy.
Like this.
Yeah.
What's the general hit rate?
So many.
I mean, I would say pretty well every company we've ever worked with has not pretty well.
Every company we've ever worked with has learned something new about their customers that they can
apply at some juncture of their customers' experience, whether or not it is in campaigns to
reach the right people out in the world, whether or not it's doing a better job with their
messaging and positioning on their website or their go-to-market or acquisition strategy on their
website, right, like using a sandbox account or like a faux freemium account, right,
to get let people pick the tires of their product prior to getting on a sales call. Like,
that's a, you know, something that could potentially happen. The post-acquisition experience like I'm
talking about, it is so often an afterthought somehow.
where that additional sort of layer, I think part of the reason why it's an afterthought is because on product onboarding in particular, and you've probably heard this to you, it tends to be kind of like no man's land, like who owns that? Is it marketing? Is it if it's freemium, in my opinion, it should be marketing because premium's a marketing tool. But like not everybody subscribes to that, right? Not every, you know, company would necessarily agree that's the case. A lot of companies might say, no, it's product. So we end up seeing kind of a messy middle there because there's
no natural handle. So pretty well, every company that we've worked with has had an opportunity
to improve, especially product onboarding and product activation. Awesome. So basically everybody
will benefit from what we're about to talk about? A hundred percent. Amazing. Great. All right.
We've got rapid attention. As a way to maybe transition into your process, you told me that,
so you're visiting a SEP once and I invited you to the Airbnb office. We were having a happy hour.
and I give you a tour and you told me later that that's something you saw while you're walking around the office,
transform the way you think about growth and kind of inform the way you think about approaching this problem.
Can you talk about that?
Yes. This is one of my favorite.
So it was 2013.
So you and I might have met in like 2011 and then a couple years later I was in town for a conference.
And yeah, we toured the office like HQ and everything.
And of course, it was all, you know, stars in my eyes because what a beautiful office too, right?
So it was, it was quite like, I would have remembered it regardless.
But we went downstairs, very different from like the very polished upstairs.
We went downstairs to where your working area was where the product team was.
And there were sheets of paper taped to the wall, like a bunch of a row.
And it was kind of, it would have been easy to miss because it's kind of chaotic down there.
But it was the customer journey of an Airbnb.
customer through to post. And what struck me, I was like, oh, that's interesting. Like I'm in the
middle of building one out for us, right? Leading on bounds, leading, you know, marketing and unbounce
the time. And I was interestingly with the customer success, had was also with me. So Brian
Angley was there with me. And it was the perfect sort of that him and I saw it together. It was a
customer journey that was focused on the customer. So versus that pirate metrics problem or that,
you know, the typical buyer's journey problem that I was talking about.
earlier, it was the complete reverse of that, right? It was illustrated. There were, you know,
it was like, the emotional journey was part of it, the role that Airbnb played as a, like,
direct touch points and also indirect, like what was going on in the, in the person's life that had
nothing to do, you know, outside of Airbnb, which I thought was really interesting. It's like
the beautiful little, like, milestones really encapsulated in a sort of snapshot way.
such that anybody walking by it or anybody, you know, being reminded that it existed
could sort of understand at a glance what the goal was at each of those milestones.
And I was like, oh, shit, this is completely different.
This is completely through the lens of the customer versus the business.
And the grossness of like the funnel is just so far removed from that experience.
I was like, Ryan, look at this.
We need this.
And he was like, oh, yeah, this is good.
I took a picture, can't find it for the life of meetings. But we returned back to the office the following week and a co-founder and head of Friott and C.S. So, Ryan, so Carter, Gilchrist, who's head of product and co-founder, Ryan and I had of marketing, the three of us sort of locked ourselves in room for two days and made our own. It was a circle. It was like, I mean, looking back, it's hysterical. But it was sort of democratized to the rest of the team in a way because it had that buy-in. Everybody was like, oh, yeah, okay,
this makes sense and I understand. And it made everybody feel a lot better about what they were doing
because it was about value, delivering value at each of the points. So that grossness sort of goes away and
we're like, oh, cool. Like, I don't want to be too kumbaya about it, but it was a bit of a moment.
And also it made communicating with the, especially the product team and the engineering team a lot
easier for me. So we were using a shared language, you know, the the rest of the company who
aren't necessarily customer facing really understood, I think, at a different level, you know,
what we were all doing together in KBIs, yada, yada, yada. So it was, it was amazing. And honestly,
I mean, I can't credit only that, obviously, to our growth, but it was a pretty impressive
a couple of years that followed that. And I think the alignment that that brought us was huge.
Yeah. Anyway, that's the story. Sorry, that wasn't super short, but it was big. That's great.
It was a big thing.
Yes.
We're going to link to pictures of this in the show notes.
Internally, it was called Project Snow White.
Okay.
It was inspired by...
Yes, that's right.
Yeah, it was inspired by Brian reading the biography of Walt Disney,
and they needed to create the storyboard, basically,
to create Snow White because it was so complicated to make that movie.
It might have been the first animated film with storyboards.
Okay.
And so it was basically a storyboard of a trip on Airbnb,
and I have a host and a guest.
That's right.
And the detail, I forget if I told you this,
but Airbnb Be hired.
a full-time storyboard artist from Pixar to draw these key frames.
I think I did know that.
I was very grateful to have seen it.
Like, I didn't realize at the time, but it changed the way, like you said at the beginning.
It changed the way that I thought about marketing because it really made it obvious to not only me, of course,
but to everybody that there is that customer experience layer that marketers are so good at
has such an incredibly important role,
like in driving revenue, right?
Not just in building awareness,
but in playing a major role
in helping customers get value
and, you know,
catching them when they fall off
and, you know, all that kind of stuff.
So, yeah, it changed a lot for us.
And it informed the way that you approach
your consultancy with Forget the funnel.
And so as a transition to talk about that,
the way I'm thinking we approach this
is imagine a customer.
What is the process you go through?
What are the steps?
How do you go about helping a company figure out where they should invest, what they're doing right and wrong?
I should also mention you writing a book about this that's going to explain this whole process that's coming out later in the year.
Yeah.
And so we'll talk about that at the end as well.
Yeah.
I'll turn the number two.
Yeah.
Cool.
I mean, if I go down a rabbit hole and you want to pull me out and have me sort of unpack something, let me know.
The process is pretty straightforward at the highest level.
The idea is understand your best customers.
map their experience, right?
Like we were just talking about, map their experience through the lens of delivering value to them, make it measurable, and then evaluate what you're doing today that is out of alignment with that.
Pretty straightforward.
I mean, that doesn't sound too hard of a job, of course.
But research is an really important part of that.
So the story that I was going to use to illustrate this is there's a company that we work with from time to time.
We worked with them at least twice.
I mean, arguably three times.
So, Rand Fishkin, who was the founder of Maws,
he's got a new product.
It's an audience research tool called Sparktoe.
And when they first launched, actually even pre-launch,
Rand and Casey came to Claire and I to sort of help with their positioning and messaging
as they were sort of, you know, going forth to launch.
I mean, Rand and Casey, they're both very, very thoughtful.
And they take their time with stuff.
And so they were just sort of, you know, looking for that extra layer of like, is this good enough to launch kind of thing? And so we helped them with their positioning and messaging and off they went. About a year later, they came back because though they were doing a decent job generating, you know, traffic and interest in Spartoro, I mean, Rand is no small fish, right? So he's got a good audience built in, which is fantastic. But those that were getting to the website and those that were signing up for the product, like that weren't, those weren't issues.
But the people that were signing up for their free product weren't converting to paid in the way that they believed they could.
And so we decided to work with them and basically go to the source and find out of, you know, SparkTor's from SparkTor's best customers.
What can we learn from them that we can then reflect back in the product experience and the customer experience for them?
So I mentioned it before, but we are heavy believers in the jobs to be done theory, which,
is basically this idea that people will buy your product, they'd buy the better version of
themselves, yada, yada, I don't need to explain any of that. But we use that to guide our research.
And with SparkTur, we were in a position, and the purists will hate me saying this, but we were
in a position to be able to run surveys. So yes, interviews are ideal, always. But we did think
that we could learn a ton from surveys to then, if needed, double down with interviews.
We didn't end up actually needing to run the interviews because the surveys that we ran were
pretty decisive and clear in terms of what we learned. So what we did was we identified
Storto's best customers. Now, what I mean by best customers is those that get a ton of value
from your product as have existed pay, obviously. They're happy. They're low maintenance. And very
importantly, they signed up for your product recently enough that they remember what life was like
before. So generally we say that's like in the three to six month range, right? Because if you go to
somebody that's been your customer for two years, they're just going to fill answers with like what
they think might have been going on in their life. But if you ask customers who remember what life
is like before, you're going to get a lot more interesting responses, right? A lot more accurate
sort of depiction of what was going on. And so those that's the, with that criteria, we went forward,
surveyed their customers. You know, we're trying to uncover from them.
what was going on in their life when they were seeking out a solution, right? What happened? What was
that trigger moment? When they did start seeking a solution, you know, what did they go to? What do they
talked with? What were their influences? Which, P.S., that's what Sparks Prod does. This helps you
identify those. But also, what were they looking for in a solution, right? What were the must
haves for them versus, you know, what were some of the anxieties that they had, some deal breakers,
things like that. So basically unpackingly, what is it that was critical for them in their
solution. And then, of course, what is that they're able to do now that they weren't able to do
before? So that desired outcome. So out of that, we identified a couple of different options,
like a couple of different jobs, customer jobs. And we have to prioritize one, of course,
because if you start, you know, right off the bat with like, okay, we're going to solve for all
of these different customers jobs, then you end up not being as resident. You can't be as effective.
So we focused in on one. And the way that you make a decision on which one,
you focus on is similar to best customers, right? So high willingness to pay, right? There's no
question whether or not they would pay for a product like yours. The handholding that they would need
would be minor or less so. And I say that understanding full well, the difference between product
lead and sales land. I'm not saying that sales land is not good. But sometimes there's a decision to be
made. If you're not set up today to support a sales led or a high touch, then you may want to up for the more
product-led approach. And the reverse is also true. If you've got a robust sales team,
well, then you might actually be better off, you know, leveraging sales more in that scenario
and might want to attend towards that. But there's that criteria that, you know,
you would think through. So willingness to pay, it's really obvious. Maybe the most important
one is that they have an urgent problem. So the whole painkiller versus vitamin thing, you always
want them, you know, selling a painkiller. So Q has an urgent problem that needs solving, not
something that they might have a problem with six months down the line, who has a high retention
or even expansion potential is also really advantageous for very obvious reasons. So customers
who would have a long-term need for this type of product and even potentially have that need
expand, right, or change over time and evolve in ways that you envision the product can help them.
And then there's either criteria too. So sometimes you might want to prioritize one customer
job over another, those customers congregate in a way that make them really easy to market to.
That's an advantage. Or another advantage, and this was the case for Svartoro, is you have an unfair
advantage with this market in some way. And so there were two different sort of customer jobs
that were coming out to Svartor. One was more focused on marketing and service providers in marketing.
The other one's more focused on like data and those, you know, data purists and those that
really wanted, you know, verifiable data.
FarkToro has an advantage on the marketer side more so than on the data analyst side, right?
So that was another thing too.
So with that, we made the call to focus on one of those customer jobs.
Can that question here?
Yeah, go.
So there's kind of two parts of this.
There's figuring out who you're going to go after and then what problem you're solving for them.
And which do you think is more important at this point?
Because kind of step one in this process just to zoom out a little bit is figure out your
customer and what their problems are so that you can actually solve them.
well. And do you start with, here's who we're going to go after it, and then here's the
biggest problem? How do you kind of think about that? There's sort of one in the same. So because
we learned from Sparkoro's ideal customers, we already know that they're a fit for the product.
They're there, they're happy, happily paying, you know, prime out of your, pride them out of their
cold end hands customers, right? There are the customers that we want more of. So we've already
validated that there's a demand from that customer base. Now, what I'm doing is,
describing about choosing between two different customer jobs is really just, you know, of those
ideal customers, which one, which customer job do we want to lean into? It's not that you wouldn't
necessarily still be able to solve for that other customer job. It's just not the one that you
would lead with. And I'm always cautious around this too, because sometimes with founders,
what will happen is the, there's a, I sort of level said that like just because we were
prioritizing one customer job in the short term doesn't mean you can't.
serve that other customer job down the line. A classic example of that is like products that serve
both brands and like agencies, for example. So the the customer job for brands will be slightly
different than agencies. And if you've got, you know, an advantage of one, you would just start with
one and then you would go back after it. That's a bit of a like level up. The after the fact, it's not
part of the core process. It's what you would do after. But it doesn't mean you can't solve for the other
customer jobs. It just means put one foot in front of the other, do a really good job of one thing
first, and then we'll add that on later. I don't know if that like 100% answered your question.
Yeah. Yeah. And the reason that you start here is like basically what you're trying to do is help
spark to her in this example grow faster. We were trying to help them figure out why they're free
to pay conversion rate was lower than what they wanted, right? That was the challenge they came to us with.
Like, our traffic numbers are good.
Even our sign-ups on our website are good.
Like, our positioning and messaging on our website is clearly doing a good job.
But once people get into the product, there's not enough of them getting to value, you know, quickly enough.
I mean, they still had healthy, you know, healthy customer base, but they knew that that number could be, you know, increased.
So we knew what we were solving for.
Got it.
Okay.
That helps.
And so step one here is figure out who do you want to focus on, not just because a lot of people would go.
at this problem like, okay, conversion is whatever, 10%, how do we increase it? Let's look at
this data. Let's look at it. They're bouncing. Let's look at why people are confused.
And your approach is, no, let's focus on the people we really want to get into this product
and focus on making them convert and not as focus as much on the general case of conversion.
Right. We would get to that, though. Like, that's a really important part of the process,
but it comes after figuring out who you're even solving for, right? But it's definitely important
to look at those numbers. I mean, I'm not saying, don't look at the data. Obviously, you have to.
They wouldn't have identified a problem had they not been looking at the data. So the challenge that
happens so, so often. And I mean, this happens with a lot of teams, particularly marketers,
all sort of victim to this, like, tactical way of approaching things, these are piecemealing
things to like, piecemealing campaigns or programs to prove that, you know, we're doing something
and we're driving up numbers and they don't take big enough sort of swings. So,
this is like zoom out for a second, figure out who is it that you even want coming through the front door.
I mean, the social media platform tool that I mentioned, the trial to pay conversion rate bumped up 40% because it was a higher qualified person comes through the front door.
Right. And so that, it matters. So if you can zoom out and keep in your mind's eye that ideal customer job, that thing that you're solving for, like we're not a persona.
if you don't care about personas at all.
They're important when you start talking about like advertising and targeting
and like that demographic data that you have to know when you're doing advertising
and things like that.
That is not what I'm describing here at all.
I find that jobs we've done to help sort of tie and bond marketing and product and
customer success together a lot more, right?
Because they, you know, all three of those teams or arguably four with sales should all
be focused on this theme customer.
that's not, you know, revolutionary.
So this is a just sort of helpful way to do that.
And like product teams know and subscribe for the most part to the jobs be done theory.
So marketers should, you know, follow suit.
And there's a lot to be gained anyway on the marketing side.
So anyway, the short of it basically is that because we knew we were focused on increasing that freedom to pay conversion rate,
the next step after the job is the mapping, right?
So it's identifying, okay, for this ideal customer,
what are those key milestones in their relationship with our product?
What are those big sort of leaps of faith is how I sort of describe it?
I mean, I don't need to explain the Airbnb customer journey tells that story, right?
Like, where's a value moment in this relationship?
Where are they reaching value?
There are some examples of that for folks that are trying to do this for themselves potentially.
And then also how many of these moments would you suggest people have?
Yeah.
So it completely depends on the product.
and the customer, for that matter. I shouldn't leave that part of it. Obviously, that's important. In general, though, what we would do is we'd break it down into a struggle phase and evaluation phase and a growth phase. Struggle phase is they're experiencing the problem. Life sucks. They're using the old way. Something's got to happen. They've got to solve this thing. In general, the struggle phase would break down between like out in the world experiencing the problem for the first time and another stage, which generally we call, so we'd call that problem. And generally, there would be a problem. And generally, there would be an
another one called interest, where it's like, okay, now they're starting to shop around. They're
getting into solution-seeking mode, right? They might be on your website. They might be on your
competitors' websites. They're, you know, reading product reviews, things like that. That's like
interest stage. And then there's the evaluation phase, which generally breaks down, I will say
two or three milestones within the evaluation phase. I say two or three because if you have a more
complex product, more complex customer is the more likely scenario.
there may be more leaps of space that they have to,
or more milestones heavier lift for you to take.
So we have worked with companies where the evaluation phase has been three or four milestones.
I would always default to as few as possible.
So if I'm cutting it down to like low's common denominator,
would say a first value would be the first milestone within evaluation.
So you want to get them to that product activation really, really quickly.
And then value realization is the milestone where you're solving that customer job.
So they reach a point with your product where they're like, hell yes, this is it.
And for the for the first time, they reach this critical threshold of product engagement.
Now, what that product engagement is with your unique product for that specific customer is up for debate,
but there still needs to be that moment.
And then there's the growth phase, which is about the sort of continued value.
So getting to frequency of usage and that, you know, a healthy building that habit,
getting into a cadence that makes sense, what type of feature usage and product you should you want
to see there. And then on what frequency becomes really important? And then there's another milestone
generally. After that, we're like, okay, cool, they're in. They're pro now. What else do they need? What else do they
need from a product? And also how else can we amplify them or work with them to either start teaching our tool to other
people. I mean, there's all kinds of things that can happen about growth, right? That's where the
sort of the promise of exponential growth with SaaS sort of comes into play. And as people listen to
this, just to maybe help if it's not super obvious, what people shouldn't imagine is like a little
keyframe for like a storyboard frame of like here's something your customer's doing, right?
Yeah, we often talk about it and describe it as like the story of like how I met and fell in the
product, right? It's like this documentary of like being out of the world, finding it, realizing
that like, hell, yeah, this might actually solve a problem for us. This might be it, right? Getting
that enough value to convince them to keep going to full value realization, to continue value to
value growth. This episode is brought to you by Maven. I've been an investor, an advisor,
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Now, again, I'm saying that as if it applies to all customers and products,
and that's not actually the case.
Sometimes it's more complicated than that.
But in general, that is what we have found.
So that's what we did for structural customers based on the research that we did.
And there's the research that we do.
We basically take all the responses.
We identify the critical patterns.
And that's how we identify the customer job.
From those critical patterns, right, if we segment down just that customer job,
we can look at responses and say, okay, here's what they're likely doing when they're out in
the world experiencing this problem.
This is how they described the pain of their current solution.
And then here's what they say about how their search for,
solution started. Here's what they told us about, you know, how they started to do that research
or find a solution. And then there's questions that are asking the research like, you know,
what was the moment that convinced you that our product was going to solve this problem for you?
And the answers to that question are going to tell you what your first value should look like,
right? Which of that first product activation experience, whatever language you like to use?
Which should that look like for them? What parts of the product do you need to push right up to the
front of that experience so they can get to it really, really quickly after they sign up?
And then value realization, obviously, would be close to, if not, the desired outcome, right, of that customer job where you're solving that customer job.
And then you've got all kinds of generally what happens when I'm going through this process with teams.
It's all kinds of ideas start to come up about what more they could be doing, even like post solving that customer job, right?
Especially the product team gets really excited because they've got all kinds of ideas about where the product can go.
And so that really helps sort of tie everybody together to.
And a critical part of that process obviously is identifying.
You know, we have to measure success along the way.
There should be a KPI for each of those stages in that customer journey.
And for the most part, they won't be a big surprise on the struggle side of things.
Like people out the world experience and the problem,
how are we going to know we're doing a good job reaching them?
We bring in new unique website visitors, right?
In general, that would be the measure of success for the problem.
Bilestone.
And then next piece of the puzzle, like, okay,
once they discover that we exist, even if they are visiting, you know, reading product reviews and visiting competitor sites or, you know, whatever, we'll know we've done a good job of convincing them that we can help solve their problem and deterring the people that we don't want, right?
We'll know we've done a good job when, you know, the conversion rate on our, whatever our primary CTA is on our website, whether or not it's start a trial or request a demo or something like that.
That's the generally, the struggle phase is very straightforward in terms of measurement.
that's like marketers bread and butter, that's where they live and breathe all day long.
Where things start to change, though, generally when we're working with companies,
is helping them figure out how should they be measuring first value or product activation
and how should they be measuring actual product engagement.
And generally what we do there is we can associate basically what they told us
brings them the most amount of value with the product attribute or parts of the product
that deliver that value.
And we try to tie the KPI, obviously, to some sort of product, meaningful product usage of that key part of the product or product attribute.
Can you share some examples of that?
Because that's a really important piece.
Yeah.
So for, I'll use Svarturo as an example, just because this is the one that we started with.
So for Svartoro, the customer job, I don't remember the exact, like, customer job statement necessarily.
But for them, what they said were the parts of the product.
that gave them a ton of value was two specific features, lists.
So being able to sort of organize their findings in a way that made it not only easy for them
to organize within their own files, but also share because a lot of them with clients or
you know, stakeholders that they want to be able to share with.
So lists were a specific feature that honestly was not, it was in there.
but they weren't front-loading the product experience with that.
Right.
So it was, I'm not going to say it was hidden, but it wasn't front and center enough.
So that was one feature that we could associate with like, you know, being able to organize the data,
being able to continue to build on it and make it like usable over time and also share.
And then there was another feature as well, which was an exporting feature.
Again, it's not that it was hidden, but it wasn't front and center enough.
And so we tied KBIs to them making use of those features coupled with, you know,
obviously the core feature, which is searchability.
It was like pairing the search functionality with the list functionality and then pairing
the search functionality with the list functionality with the export functionality.
It's a bit abstract and me just like saying the words.
It's easier with a visual.
But the story is basically like help them use the search functionality first right after that,
make sure that they're using lists.
And if they don't use lists, let's help them get back to using it so that they get to that important critical sort of value moment.
And then the same applies for, you know, the exporting features that we were talking about.
Got it.
And to be clear, you basically set a metric for each of these moments.
Yeah, milestones.
Milesones.
Yeah.
I mean, you have to.
I mean, it always surprises me when a team is like, oh, yeah, yeah, you're right.
We don't do that.
I'm like, what do you mean?
So it's at a given milestone, unless they've reached that value moment, you can't keep them on the train to something else.
Like if they haven't even discovered that really, you know, to them, most value part of their product, you need to focus on getting them to that value.
Otherwise, like, you can't just keep firing off emails and hoping they're going to, you know, jump back into the product as if they're going to care.
So a lot of what we do is actually proactive sort of customer experiences, whether or not in app or email or whatever tool.
to help them get to that moment within the product.
And if they don't get to that moment, which measurable again,
and that's why it's a KPI, right?
Then we can be, you know, sort of reactive in helping them get back in.
And so identifying like, okay, or not that you would say this, like it fell off the train,
but just helping them nurture them back into the product and really discover that
product, that feature if they missed it the first time around.
So it's like proactive and pushing them forward, but then also catching them if they fall.
And the only way to catch them if they fall is if you're meant.
measuring something meaningful along the way.
So we have like a, you know, that storyboard that we were talking about.
We also have a map where it's like the experience to get them to a certain, you know, value
moment, but then that win back experience to get them back in should they, you know, fall out for
any reason.
I mean, people get hungry and get distracted.
And like, there's a ton of reasons why.
I mean, there's a lot of stats on, you know, the percentage, I think it's like 70% of
people log into a app, log into a product once and never come back. It's wild. So the fact,
the fact that so many companies don't have some sort of win back or reengagement, always kind of
blows my mind. So just to recap, and then we'll keep going with the process. Step one,
understand what your customers are going through, figure out the most important customer and
their biggest problem, then map out the journey that they go through, the struggle they go through
before they discover your product, the steps they go through to evaluate, decide to use your
product. And then once they use your product, then continuing to use your product and using it
more and more. And then once you figured out these steps, and is a rough number like 10, 12 steps,
like what's a good number just to put out? Oh, no, I would hope it's more like six.
Six. Okay. I'm always trying to bring it down. Lowest, lowest, only as long as it absolutely
needs to be. I mean, that goes for all pages, landing pages, same thing for customers.
journey mouse. Okay, Airbnb had 12, I think, so you're involved. Yeah. I like that. Okay. And then you've
come up with a metric to tell you if that step is performing well. If they'd gotten there. Did they get
to that value? They've gotten there. Cool. One last question before we move on to the next step.
Can you give like two maybe examples of like an actual movement, say in Spark 2 Rose case and then the
metric that they use to measure if they've gotten to that point? Yes. So the measure for success at the
that tips somebody over into evaluation
is performing their first search.
So when you're on their website,
it's you perform a search.
It's not signing up for trial
or setting free,
although it does tip you
into signing up for you when you perform your first search.
So signing up for getting your first search
and seeing your first search results
is that first or measure.
And then following that,
it is for first value.
It is using search again.
So generally,
I mean, this is very product specific,
like I said,
but generally a first search
is like a kind of an experience.
where you're sort of trying the tool on for the first time.
Generally, searches start to get better when you do your second and third.
So we try to encourage at least five plus.
So that first value KPI is, I think it was five plus searches plus at least one list.
So it's the combination of those two things that have to happen before somebody is going to really see what this thing does.
It's not that they won't get value if they don't use list.
But because we know that Sfar Puro's ideal customers really get a ton of value out of lists, people can hang out of that stage all day long if they want to.
We're not going to worry about them.
We're going to worry about the people that really want the actual functionality of the real, full, fully featured tool.
So that was the first value.
That's how we would know that they got to product activation.
And then the next one, as I mentioned before, is a combination of actually three things.
So it is conducting a minimum amount of searches within a stand of time, creating at least a certain number of lists.
I can't remember exactly what it is. And then discovering exporting at least once. And then that is they've reached a meaningful enough threshold of product engagement. And then value growth was that they do all of that on a regular enough basis so that we know they're not like a flight risk, basically.
right, so that we know that they're getting continued value from the product.
And if they ever fall out of that ongoing engagement sort of measure of success,
then we can, you know, trigger either one-on-one outreach, an email, whatever.
I mean, obviously it can't be an app, right, because if they're not logging into the app,
then can't reach them.
But to help them back in and to say, hey, what's up, and can we help?
And is there anything that we can do and basically be proactive and getting them back in?
And then value growth, I believe.
is, I think it was expansion or upgrade in their case. I can't remember exactly.
Cool. So you end up with these, say, six KPIs. I imagine this becomes goals you track.
And then you probably pick one of these to focus on, say, per year per quarter. Awesome.
Yeah. Yeah. Hopefully not per year. Okay. Per a week.
Hopefully short. Because I mean, I will say that with some of the KPIs is very straightforward, right?
With new unique website visitors or the website conversion rate, that is, I mean, depending on who owns the
the website, that's not something that should take you a year. Like, you should never be focused
on only your websites can return me for a year, hopefully. But these other KPI's and these other
milestones, I mean, I have no disillusions about like if it impacts the product, obviously there's
a lot of implications there. And so, yes, generally, once you tip over into that sort of in-app and more
product experience, timelines vary widely, to say the least. Okay, cool. Let's move on to the next step.
So after that point, we had, you know, a rich voice of customer document that came out of that research.
We had a messaging guide for them to use not only in their marketing materials, but also through the entire, you know, sort of product experience.
And also identifying the parts of the product that were so meaningful.
And actually, so their VP of marketing, the new VP of marketing, Amanda Matimidad actually rolled out checklist.
They built a checklist, like a product onwarding checklist and also product onwarding email.
and their trial the paid doubled.
Like we were like, okay, cool, you know, let us not be need any help or whatever.
And they're like, oh, we're good.
We got this.
And checked in two months later and their trial the page had doubled.
I feel like you skipped the important stack of, hey, we got KPIs.
And then you're like, oh, we gave them all this information.
And so I'd love to spend a little more time on there.
You came up with messaging for them, positioning stuff.
Yeah, what happens there?
This is the big.
They have a team in place, right?
They've got very highly skilled, and not a huge team, but highly skilled, you know, a marketer there at the helm.
I mean, not the least of which is Rand Fishkin, they're, you know, their CEO.
So basically what we did was we gave them.
It's like a framework.
So it's like, here's the, here are the bones of this, right?
So got a messaging and positioning guide for you.
Generally, they're, you know, I mean, when we do them, they're like five to seven pages long, they hit on the value prop.
They hit on the, you know, major competitive advantages.
They hit on the major value themes that you want to focus on.
Those value themes can be broken down by the emotional benefits and the functional benefits tied
to the product attributes that derive that value.
And so that document, and there's more that goes into it, but that messaging guide basically
can be used as the baseline for all kinds of marketing, collateral and material, but also email
onboarding, right? So when they're writing their email sequences for whatever it is they're
trying to solve for throughout that customer, whatever milestone they're solving for, they can use
that as their baseline. Like, this is what we're going for. This is the goal here. And that
messaging guide rolls up to the job to be done. So it's like the job to be done is sort of like
the top line. And then we've got that messaging that serves that job to be done. And then we've got
the sort of operationalized customer experience with those milestones and KPI.
And then you sort of zoom in on like, where is the experience most broken right now?
We already knew that for SparkTro.
We knew that we wanted to influence that first early product experience.
So that's where we zoomed in and decided on what programs they should just sort of roll out.
And email on bringing was unnatural, as was the checklist.
For folks that want to work on messaging, say, so you kind of just like, hey, here's a bunch of messaging advice.
Any tips for how to message well, how to think about messaging once you have a
sense of your journey, maybe some goals. Any just pro tips here? You could share.
Oh, boy. I mean, that research and the voice of customer, I mean, I'm always going to go back to
that. You can guess and you can do, you know, use your best judgment and you can use internal
sort of stakeholders and, you know, the internal team knowledge. And I'm not saying that that is
not valuable and that you shouldn't use that at all you can, but it should never come before
learning from and listening to your best ideal customers and using the language that they use.
You want to reflect them back to them, right? That is what is going to show them that you understand
the problem that they have and that your product has exactly what it is that they need.
And the hierarchy of messaging is really important as well, right? So, I mean, there's the classic,
Like sometimes it's hard to see, you know, the label from inside the jar.
So it's really helpful to get out and be like, okay, how do customers see us?
And generally, you can identify the hierarchy of what is important to them, right?
What is the thing that they say is most valuable about their product?
What was that, you know, a how moment or was that first value moment?
Or what is the thing that makes you stand out over everybody else?
And like, it can literally be a numbers game.
If you take, you know, 100, 100 or so survey responses.
you can break that down. Like here's the thing they said they cared about most. Here's the thing they said they cared about second most and third most. Like not to be so paint by numbers about it, but there's, you know, there's art in the science. But in general, you want to reflect back what they said they care about, not what you think is the coolest thing about your product. That's obviously not the best way to go. And that that's something that like we all inherently know, but it becomes really hard when there's a lot going on.
on and things are changing and the product is evolving and there's a lot of teams and people are
coming and going. It's easy to lose sight of that, especially when you're just trying to, you know,
get shit out the door. So that messaging guide is mentally like, okay, here we are. Like, this is,
this is where I'm, this is my baseline. These are my guardrails for everything that we produce.
It's also really handy to hand off to copywriters, right? When you bring in, I mean, not just
copyrators, lots of people, but particularly when you're producing copy,
providing that messaging guide is like solar platter for them.
Is your book or is this available anywhere,
the template that you end up sharing with a customer,
just like here's a guide to the layout messaging recommendations?
Oh, we have so many.
There's so many templates and stuff.
Yeah, we can all include a couple links.
Great.
We've got lots of stuff like that, yeah.
Okay, great.
A few final questions around jobs to be done.
Yeah.
So you said that they doubled their content.
conversion from free to paid. Amazing. What was their job to be done in the end? And then,
and then I just have a few questions about the jobs to be. If you was when you're struggling,
when they're struggling to identify opportunities that aren't as obvious. So generally,
when you're doing, you know, marketing research, you'll end up finding the same things over and over
again. And if you are a service provider, or if you're in-house for that matter, and you're like
tasked with always coming up with like novel and new and more, more, more,
you tap that pretty quickly. And so what customers were coming to them for was like,
give me more. I need to impress. I need to impress here. Like, I need more to work with. I need to
identify opportunities that I wouldn't otherwise be aware of. Actually, that was exactly what it
was. I helped me identify opportunities I wouldn't otherwise be aware of. And so that, so that the
customer job saying it is when I and in a certain situation help me, which is filled in by
what those things that they're looking for, those motivations so I can, which is the desired
outcome. The help me was about, I believe it was like in a way that is organized and that is
shareable and like usable over time that I can like build on and really, you know, rely on over
time. And the desired outcome was about, I mean, this isn't going to be surprising, but like,
it was about getting stakeholder within and getting people on board.
wit and sharing and looking good, but looking like a pro, right, and doing their job more
effectively and driving better results for either their own team or for their clients.
Awesome. We got there. We glossed a little bit over jobs to be done. I don't, I imagine many
people listening have no idea what this is. So maybe as our final question, can you just kind
of explain what this framework is and how folks can learn to use it or any resources you
recommend? Yeah. I mean, I had a heavy influence.
The way that's for us definitely is Bob Mesta, who's one of the original sort of architects of jobs be done.
There are lots of materials online for jobs. I am not the foremost authority in jobs at all.
There's, I think it's gtbd.info is a good website. There's a bunch. Also, Bob Mesta,
wrote a book called DemandSight sales that goes into it. There's also, there's also a lot of
books written about jobs be done. When Coffee McHale is one that a lot of people love, I digress.
point being that what matters is identifying what it is that customers are trying to accomplish.
So demographic data doesn't matter. The classic example is like, could you look at,
oh, King Charles, now the example has changed. You look at Ozzy Osbourne and it was Prince
Charles, the original, but now it's King Charles. If you look at those two men, they're the exact same
age. They live in the same area. They both have a dog. They both live cars. They both, you know,
from a demographic standpoint, they are identical. But they obviously lead very different lives. What
motivates them is very different. And so that is where typically personas sort of fall down. And so what
jobs be done does is helping figure out, like, what is that desired outcome? What is that
in better life that customers are seeking out? You're just the vehicle to get them there. And so
that's all it is. It's like, I mean, there's so many tired analogies that I don't want to
use them, but milkshakes, maybe.
What's that?
The milkshake analogy.
The milkshake one is the, it's not even an analogy.
I think that was like the original, one of the original job stories that is the milkshake one.
Any other things you want to share about the process that you go through with the companies,
things you've learned before we get to our very exciting lightning round?
Yeah.
One of the sort of objections that we often get to this type of work is that research takes a long time
and that research can often lead to more questions
and can slow everything down.
You can end up in sort of like analysis paralysis.
But it doesn't have to be that way.
It can be very straightforward.
Honestly, in a survey scenario, like with Svarturo,
in just that scenario, I have lots of examples of companies
where we run surveys.
It can be a couple of weeks.
Like two or three weeks,
you can actually come out with, you know,
something solid,
to move forward with. And you don't get stuck in this like the bickering or the the sort of,
you know, all those stakeholders are the too many cooks in the kitchen. Like you can come to
something decisive. You can get value of that. The other thing to the other objection that we get
a lot from founders in particular is because they build products to solve a problem that they had,
which is cool. And it definitely makes you one of the most knowledgeable people about your
solution, but products change, markets change, customers change, teams change in a ball.
Not everything can live inside of your head. And there's a ton of value in learning and getting
inside the heads of your best customers that, like, you may have been really close to the inception
of the product, but if any span of time has changed, you'll always learn something new.
I've never been in a scenario like this where a founder has not learned something new from
their research and been able to leverage it in a way that makes their product experience better.
Awesome. And we'll come back to how folks can reach out to you if they want to experience this
process, can work with you, learn more. But before we get there, we've gotten to a very exciting
lightning round. I've got five quick questions for you. We'll go through them quick, whatever comes
to mine. That's what we're doing. Okay. Okay. What are two or three books that you recommend
and most to people looking to get better at marketing?
I very, very, very rarely read marketing books.
But there's two that I think are pretty foundational in the recent.
So obviously awesome by April Dunford.
I'm sure you've proved that one a ton.
It's kind of like required reading, I would say, especially for founders.
And I told April, once you first wrote,
I'm like, I'm going to require every single founder I work with you rechribled before
we work with them because it's like foundational.
You have to know that.
And then the other one that I really enjoyed, Flipside, was hooked by Near AAL.
So that one was great too.
But like I said, I don't read many marketing books.
The other one that I would be remiss not to mention is ours that we're writing about the process,
which is really about like the step by step how to do this thing.
So as much as like we love going through this process with companies, I sort of took a page
from April here too and that like telling the process and how.
having people be able to rule this out and do this internally themselves has been like wildly gratifying.
We do it with a training, a training program. And this is our next sort of step in that and,
like, you know, getting out into the world even more. So you absolutely can do this stuff yourself.
And so that process is later in that book. And then another book that I read recently,
which has nothing to do with marketing at all, but was like really nice was 4,000 weeks.
I don't know. I'm making that right now. Oh, yeah. I enjoyed it. It was a nice sort of like coming back to
like base a bit.
I don't know if when I read it was just like
I just finished it a couple of weeks ago.
It was just the timing was perfect.
I feel like what's going on in the world right now
and how everybody's probably feeling right now.
It's a good solid, it's a good solid read for now.
I'm enjoying it.
I just started.
I'm glad you.
Well, encourage me to keep reading it.
Yeah.
Okay. Favorite recent movie or TV show?
I have young kids.
I just bought a second property.
We're like renovating like three houses right now. I do not watch movies almost ever. The only thing that I'm currently binging is YouTubers that do like DIY interior design and like renaos.
Reason being my partner and I bought a property with four very, very old cottages like lakefront, tiny little like almost like tiny houses, little cottages.
and we are like slowly renovating each of them.
So my sort of fill is learning about interior design and like DIY home rentals.
That's, yeah.
Who's had the most impact on you in your career?
This is the worst question.
I hate saying this, but it's probably my dad.
I have to say my dad because he's like an entrepreneur, Drew and Drew.
And I remember very vividly.
I worked for him for, I think, eight years early in my career.
And one of the things that he always sort of said was like, it was the joy of the business.
Like he didn't care what.
It's like it doesn't matter what you're selling.
Like he could be selling anything.
But it's the joy of entrepreneurship.
And that really stuck with me.
And so even when I was in house, I always knew that I needed to do, you know, something on my own and be sort of in charge of that.
journey and I and his joy in it is has has impacted me a lot and he was the reason why I knew I was
always going to do this other than that I would say I have an incredible network of women that I have
been very lucky we're we're part of a group that we call shine crew I think I'm supposed to
copyright that or something to somebody because I think the term shine theory is it's what
it's based on basically but I'm very very lucky to be like heavily.
influenced by April Dunford, Tara Robertson, Joanna Leeb, Talia Wolf, and then obviously my
business partner, Claire, you know, obviously changed everything for me. Having that like
partnership in business, I don't think I would have, I definitely, I don't think I would have
wasted this long. So yeah, definitely huge influence for sure. What's one thing that helps you
stay focused and productive during the day? Definitely carving of time, like time blocking. I do
a lot of time blocking, like, R in advance with like a little brain emoji, like, safeguarding my time.
Something else that we also do, because we're a small team and we use Slack, obviously,
something else that we do to protect each other's time is we like time, not timestamp,
but we put like a little code in all of our messages that's like either like, you don't have
to listen to this before the end of day or it's timely or it's no rush so that we know when we
need to mentally process messages in Slack. So we can only, we can drop in there just periodically.
And the only other thing that I would say that I do maybe once a month or once a quarter is we do time.
We're pretty buttoned up about our time tracking.
And so we go back and it sort of keeps us honest about how our time is actually spent.
And then we can sort of like adjust and time block accordingly to sort of make up for like the shortcomings of our previous quarter.
That was really clever. I haven't heard of that trick.
What's the MoG for you can do this later?
We actually just use no rush or EOD, like for end of day or timely.
We do have like the alarm emoji is the like now.
It's going to be dealt with ASAP.
Amazing.
Gia, thank you for making time for this.
Final question, where can folks find you online?
How do they pre-order your book?
How can they learn more?
And then also just how can listeners be useful to you?
Thank you for asking.
Twitter is probably the best way my Twitter handle is atrocious.
G-I-I-A-A-A is me on Twitter.
I'm on LinkedIn every once in a while, obviously.
My email address is Gia at forgetthefunnel.com.
So if anybody has any questions, whatever, feel free to email me if you want any templates
or whatever that don't get included in the show notes.
Just ping me.
No problem about that.
And then forgetthefunnel.com.
We've got a book page where there is a waitlist for the, yeah, we're going to do
presale and then the published book, like the public physical, published physical book
will be early in 2023, but we are going to do pre-sale because get it in those hands, why not?
Love it. Gia, thank you for being here. Thank you so much for having me.
Thank you so much for listening. If you found this valuable, you can subscribe to the show on
Apple Podcasts, Spotify, or your favorite podcast app. Also, please consider giving us a rating
or leaving a review, as that really helps other listeners find the podcast. You can find all past
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