Right About Now - Legendary Business Advice - How Smart Small Businesses Are Actually Using AI to Grow Faster with Dave Charest

Episode Date: April 14, 2026

In this episode of Right About Now, Ryan Alford is joined by Dave Charest to discuss how AI is reshaping the way small businesses operate. Dave shares insights from recent research showing that more ...than half of small business owners are already using AI—and why many are increasing their marketing efforts despite economic uncertainty. The conversation explores how AI improves efficiency, helps business owners make smarter decisions, and enables them to compete at a higher level. They also cover practical strategies around email marketing, social media, and audience building—highlighting why owning your customer relationships is more important than ever. Topics Covered AI adoption among small businesses Efficiency vs overcomplication with AI Marketing trends and budget shifts Email marketing vs social media strategy Building and owning your audience Data-driven decision making with AI Common mistakes small business owners make Connect with Dave Charest https://www.constantcontact.com https://www.linkedin.com/in/davecharest Connect with Ryan Alford https://ryanalford.com https://www.instagram.com/ryanalford

Transcript
Discussion (0)
Starting point is 00:00:00 Ultimately, the folks that were implementing AI, no matter what the channel was that they were using and what they were doing for a marketing activity, they were seeing better results across the board. AI is really helping small business owners get stuff done and get stuff done that's enough to learn something from where AI comes in. It's about efficiency. It's not about necessarily doing more. It's about how do I do things smarter and more efficiently. This is where really AI is really helping people move in this direction and get things done. This is right about now with Ryan Alford, a radcast network production. We are the number one business show on the planet with over one million downloads a month.
Starting point is 00:00:39 Taking the BS out of business for over six years and over 400 episodes. You ready to start snapping next and cash in checks? Well, it starts right about now. There's a lot of conversation around AI right now, but most of it's focused on big companies, big dollars, big things. What's more interesting is how small businesses are actually using it day to day or how they should be. New data shows more than half of small business owners are already using AI to simplify their work. Dave Sherriss, the constant contact director of small business success is right in the middle of all of it, working directly with these businesses. That's all we got them here right now.
Starting point is 00:01:17 What's up, Dave? How you doing, Ryan? Pleasure to be here with you. Thanks for having me. I appreciate your time and appreciate you for coming on. What's cooking, Dave? Where are we today? Let's tell all the deeds.
Starting point is 00:01:26 I know Constant Contact. I've known that name for a long time as a small business owner. Where are we physically nowadays, where we look at it. I'm in the Boston area. Constant Contact's headquarters is in Waltham, Massachusetts, about 20 minutes from Boston. I'm in a little town, Calamethuon, about 30 minutes north of Boston. Nice. We've been with Constant Contact for a good skinny minute here.
Starting point is 00:01:43 Is that right? Yeah, I've been at Constant Contact over 14 plus years now. Congratulations on the longevity. I mean, in today's corporate world, like bouncing around. It says something about you and them. I'll take it. We were talking about still having hair. Same situation here, knock on wood. I'm happy to, one, be at a place for so long, but two, also be at a place that I want to be at for so long and to be able to do that and, you know, still have a mission that I really believe in terms of just helping small business owners who are often business owners first, marketers by necessity and use the skills that I have to help them make sense of all that has been a great opportunity and something I've been happy to be a part of.
Starting point is 00:02:17 I have a small business owner, but marketer first did for other people for 15 years that then became a small business owner. I've used small constant contact quite a bit. as an owner and using it myself. And then for clients that either had it when they hired us or did others, always respected the platform. And I can say this honestly. We keep it straight here, Dave, for good bad and the other. I've never as a marketing agency owner tried to talk someone off of it. That's the highest compliment I can get sometimes because half the time people come to me with like their marketing or something. I'm trying to talk them out off the ledge of something that they're either thinking of doing or a platform that they shouldn't be on. That's the highest compliment I can give you. I know. I love that. I'll take that. That's amazing.
Starting point is 00:02:56 We have a great partner program as well for agencies who use it and use constant contact with their clients as well. It's really a tool built for small businesses and the businesses that don't need to be overly complicated where you actually do have to have a marketing degree or something like that to actually make it work for you. Hey, we've been around for 30 plus years here. So something's working. Yeah, for sure. Sometimes the product is the topic. The topic is the product. And it's an interesting one with what constant contact means to the marketplace for small businesses. You know, I want to take it through a broader lens of what are small businesses facing. I know you're talking about them every day, but maybe through the lens of your role
Starting point is 00:03:31 and what you're hearing and what you're seeing on a broad sense. And then we can talk specifically around AI and things like that. They're probably intertwined. I think they definitely are, particularly where we are in this moment in time. Constant contact, we regularly are doing these what we call Small Business Now reports. We do these in a consistent basis to really just kind of keep a pulse on what's happening out there with small businesses. and our most recent survey has found and research has found that right now, small businesses are actually doubling down on marketing.
Starting point is 00:04:00 When you think about where they are in terms of their top concerns, inflation is a big one. And this is back in February when we kind of fielded this study. Although they're concerned with that, it's not stopping them from showing up. And the majority of the businesses that we spoke to somewhere around 70% are actually planning on spending more on marketing. I'd love your point of view on this too, because oftentimes where things feel like they're tight or there's some uncertainty. Historically, you would typically see marketing be one of the things that people want to cut because it just feels like that's an expense we don't need to worry about right now. In particular, when you start to think about the change that happened during the pandemic times,
Starting point is 00:04:36 right? So if we go back to 2020, I know that was a period in time where a lot of people really started to understand the benefit of these digital tools like email marketing and social media and all of that because it was really the only way they had to communicate with people. Since that time, They've seen that investing in those tools is even more important when things are kind of a little bit unstable or you're not sure what's going to happen. It's because staying visible matters. And that's what's important because when things do come around, particularly when consumers are being more specific about where they're going to spend their dollars, it's those businesses that are top of mind. That's where they are going to spend them. That's what we're seeing here.
Starting point is 00:05:12 They're actually interested in spending more, which is a little bit surprising, but also exciting because it's not typically what you would see. We're trying to be talked into a recession. Expensive gas and a lot of other things are real variable. I'm not diminishing that, but I do feel like four years ago, three years ago, we couldn't be trying to talk ourselves into negative sentiment. We're really good at that sometimes in the media. Regardless of that, small business prevails, rises above sometimes just sentiment. What you also have is AI revolution happening, which is greater than anything.
Starting point is 00:05:47 It might be the single most impactful thing to marketing that has ever happened. If you really think about all the tendons of what it's doing, we've had that me, I'm not going around the internet, it was pretty impactful. It kind of played itself. Like, it had an impact, but it was over 15 years. AI is having an impact over 18 months, nine months, eight months, two months, one month. The iteration is incredible. Small businesses that are in it to win it and ambitious and driven.
Starting point is 00:06:12 The reason they probably want to spend on more on marketing or at least continue to spend is they're excited because their dollar goes further. They could do more things. And they have these capabilities and companies like, constant contact integrating these capabilities that were never at their fingertips until now. We've got some things that are making things a little negative, some real, some not, frankly, small businesses are going, hey, this is a good time to be nimble. It's a good time to have these tools. I want to put them to act for my business. A couple of things here. Let's just say,
Starting point is 00:06:39 regardless of what it is, every year, every month, every something is different for small business owners in terms of the adversity that they're going to face. So regardless of what that is, it's always something time and time again, they prove that they are a resilient group of folks that can maybe feel sorry for themselves for a little bit, but then it's roll up the sleeves and figure out, all right, now how do I make this work? Because this is the thing that they need to make work. That's the big thing that we see time and time again with small business owners just out of the gate. To your point about the AI piece, this is incredible what people can do with the tool and how quickly it's evolving to help you do more. We did a previous study on the state of
Starting point is 00:07:14 AI, where early on it was really about like, okay, what's this thing? Like, now this is a thing that people understand and know that is available to them. And it's about how do I use it? We've seen, just in general terms, not even getting into the specifics of it, and I have a theory on why this is, but ultimately the folks that were implementing AI, no matter what the channel was that they were using and what they were doing for a marketing activity, they were seeing better results across the board. A couple of things I think come into play here. We talk about all the responsibilities of a small business owners, particularly one that is not a marketer by trade. This is the shop owner. This is the restaurant owner. The folks that want to do the thing, not necessarily spend all their time
Starting point is 00:07:51 getting the word out about the thing and telling their story. Those folks have the opportunity to actually get something completed and something out the door. And my theory is that in any of this stuff, doing something is always better than doing nothing. Because even if it doesn't succeed, you've learned something that you can take with you into the next thing. AI is really helping small business owners get stuff done and get stuff done that's enough to learn something from where AI comes in. It's about efficiency. It's not about necessarily doing more. It's about how do I do things smarter and more efficiently. This is where really AI is really helping people move in this direction and get things done. Yeah, 100%. Sometimes when you were speaking day, I was thinking like, might be a choice of
Starting point is 00:08:32 deciding what to do, when to do it, because it does enable so many things and choosing the right things because I've done this myself being semi-technical already, being a marketing guy, I go down some rabbit holes and I'm like, this is interesting, but I don't know how productive it is. Because the tools enable you to do so many things. It's probably like choosing kind of the 80-20 rule and focusing. And I know that's what constant contact does so well with marketing. It's still really damn effective. And especially if you do it right and you personalize it and do all these things.
Starting point is 00:09:02 Sometimes the blocking and tackling, it's sexy, but it works. They're doing the basics. Talk to me, Dave, what is the sentiment? here in the first quarter, beginning of second quarter, of most small businesses that you hear from, what is that tenor? The current. What says you on that? I feel like I've seen this a lot just in terms of over the years. Small business owners in general are a cautiously optimistic group. And this is what we're seeing here again. I don't think anybody starts a business thinking they're going to fail. You have to be an optimist and believe in the thing that you're going to do that's kind of built into the backbone of that type of person who takes that step. It's the reality of like, look, I know as an owner there's going to be challenges. I know there are things that are going to come in the way and try to keep me from doing what I want to do, the idea of getting to being your own boss, not having to answer to other people, the financial rewards that come to you versus doing things for someone else. All of those things outweigh the idea of having to go back to work for someone else. And I think that's it. And cautiously optimistic is where people are. There are challenges. I know if I believe in myself and do the things I need to do that I can make this work. I read an interesting article this morning that said all these sort of fear-mongering of AI taking all these jobs and there being no jobs. It's actually leading motivated people. More small businesses are being started today than anything else. It's like the fastest growing because people are going, well, I'm not going to take my job because I'm going to go
Starting point is 00:10:21 start my own. It's sort of leading down that path, which is exciting on some levels and should be good for constant contact. This takes us back to the pandemic. That's where new business applications really started to go through the root record breaking numbers. And the numbers are the last I look for this year or down a little bit, but still up in those millions of job applications being started. Anytime in history where there is some type of adversity or something, it is the people that start to think about, okay, what is the solution to that problem? And that's what entrepreneurs do is they solve problems. And right or wrong, the more problems you have, there's more ways to start to think about it and what that could potentially mean. And so there's always an upside.
Starting point is 00:10:56 Historically speaking, that's going to change what the market looks like. And I think it's just a regular evolution of what's available. It's just in terms of even just taking jobs, it's really about how do you embrace this and use this to accelerate your thinking? Last year for me was a big year where I just personally was like, all right, how do I start to incorporate this into my day to day? How do I use it to help me? So I can kind of get back to doing the things that I really love to do and enjoy. For example, I'm more of a content creator type of person. I don't need it to help me necessarily. I'll use it to help me kind of get ideas out and maybe structure them and think through them. But like I can do that. And so I don't need it to create content for me necessarily. But someone else who doesn't, have that skill set, that may be the thing that they needed to do, where they'll lean into it more heavily. And of course, as more people adopt it, we're in this stage now where there's going to be a lot of, they calling it AI slop is out there that's valid. But at the same time, the people that figure out how to make sure that it does sound like them, that has the uniqueness and the point of view that they offer, that colors the output in a way that the good stuff is still
Starting point is 00:11:57 going to rise to the top. It's just at an accelerated rate. We just talked about just AI in general. It's those folks that really use it to get it to work for them that are going to rise to the top and have the advantage because there is a uniqueness to it. The AI police is one of my least favorite trolls on the internet right now. It's like, and no, keep you wrong, there is some slop out there. And there is. And not, again, if you're putting out nothing of value or if it truly is slop, whatever that means, and that is the common term, then sure. But if you're using it to actually advance things at 20x or 8, there's a fine line here between slop and efficiency as long as it's value. I'd other than my favorite writer put out 10 more blogs that's in their
Starting point is 00:12:34 voice that may have been AI generated, but it's concepts and ideas that they had and me to get that knowledge and insight or laughter or whatever it might be, then for them not to use AI and me get one a year. It's an interesting thing of scale. Where is AI saving the most time for small business owners? It's in a few areas. One of the things that we maybe over-emphasize is this content creation piece. This is great for the people that need it and maybe don't know how to get there. They suffer from the blinking cursor problem where it's like, okay, I don't know what to write, I don't know what to talk about. There's that piece of it. It's saving you time there. But I think the piece that we often don't really talk about as much, and I think we're moving to that point, but it's what AI can do for you in the
Starting point is 00:13:13 terms of just processing information. This is where the real opportunity comes in because like even let's say, okay, you're sending emails, you're doing your marketing, you're doing things on social to be able to take that information and then feed it to AI and tell AI like, hey, help me figure out what I need to do next here. And this is the world that we see in constant contact is like, how do we start to the information that you have available to you based on the things that you're doing to say, hey, here's an opportunity, here's something that you should try. This is the best time to send this for your audience. These types of emails seem to be performing really well. These types of posts. To be able to take that information and in many ways you're going to get to this point where it's
Starting point is 00:13:50 coaching you through what to do next, that's exciting because one, just in terms of data analysis, not everybody has the money to hire data analysts to then find the things that you need to do and then extrapolate that into something that you can actually take action on. This is where we're going to see AI really have a huge impact on small businesses in particular, because to be able to get into that in a way that reality is, you just don't have the time to be able to do all of that in the role as the owner because you're doing all of this other stuff, to be able to, hey, do this, great, right? Now I know what to do next. And I can run that and I can get back to what it is that I'd rather be doing. That's where AI is, we're at that
Starting point is 00:14:26 precipice right now where it's starting to push over directly into that. And that's an exciting prospect. I love where you took this because if you're a small business owner and being the position I am, I'm talking and smart people like you every day and processing all of this and having come up, I spent 15 years working in the ad agency business on some of the largest brands in the world. And remember the research reports and analyst reports that we would do and get because the brands we were working with could afford the time, energy and money that it took to get it and big billion dollar decisions being made. And now me as a small business owner, it's like meta on some fronts talking about these things, having been on both sides of the fence.
Starting point is 00:14:59 corporate side, small business side, the ability with which we can, you would have never done these things as a small business owner because you'd never spent the time, money and energy to do them because it just didn't, you didn't have them. But now with AI, you can run these analysts reports on, okay, looking at your sales, extracting data points. In these one-of-one scenarios that the time, money, energy just would never have been feasible, but can glean insights that the big, huge corporations spend it because they're making billion dollars. Well, you might be making $1,000 decisions, which is the equivalent for you, but it can be guided by more data that's distilled in a way that is useful. And that is a really impactful thing if small business owners can take that ball and run with it. Not getting too caught up. Sometimes the data can get too much data, yes. But man, there are some really important things and some key data points that could guide decisions better that's now more attainable than other. Being able to be pushed in the right direction many times. And I think, you know, you have inflection points in your business as well, where at one point it's about getting to a certain level and then that change and then it's about getting to another level.
Starting point is 00:16:01 And having in many ways a thought partner and push you in the right direction is just hugely valuable. Everybody has a co-founder now. Right. Yeah. In a way. I was trying to think of the way to personify it, right? And I think that's a good way to do it. Everybody's got a third one with constant contact.
Starting point is 00:16:16 I mean, if you think about it, I mean, that's really in many ways when we think about what our mission is and it's to be the marketing partner for small business owners, to provide them the tools that they need and more with. And I think that even just opens up for a company. like arms, the ability to use all of the information that we have. And what we've learned over 30 years in the business to share that and put that directly in the hands of our customers so that they can use it to grow their businesses. It's just exciting times to be in this industry. Where are small businesses maybe over-complicating AI or where is it not working or being
Starting point is 00:16:48 over-hyped? Maybe sometimes, I always say sometimes not. What you choose not to do is as important as what you choose to do. I'm going to look at this from a marketing perspective. Maybe not necessarily specifically to have to do with AI. We're all connected here with all of those things. There's this overwhelming sense because of the world that we're in now with the devices and the constant barrage of media and feeds and all of this, that there's a feeling that all times you have to be everywhere. And there's some truth to that, but there's also sometimes doing that when you're not ready to do it. And what I mean is you're spinning your wheels. You're trying to be here and there, in this place, in that place. You're putting out a whole bunch of stuff,
Starting point is 00:17:25 but nothing is actually grabbing. And the big mistake is we'll see people overindex on trying to be everywhere versus saying, you know what, let's just use Facebook. I'm going to work on Facebook and I'm going to come up with a plan specifically for Facebook and I'm going to commit to that so I can get it working for me. And getting working for me means something that we often overlook because we get seduced by the metrics that the platform itself wants you to pay attention to that makes it feel like you're doing something.
Starting point is 00:17:49 You have to be very clear is it what am I trying to do for my business on this platform and working toward that goal and figuring out, okay, is this where my audience is? And am I comfortable being here? I'm going to invest time to get this to work. Then once you start to gain that traction, then you can start to think about, okay, I'm going to add something else to the mix because each of these platforms are a little bit different. And what we end up doing is because of this, I have to be everywhere.
Starting point is 00:18:11 It becomes like a copy and paste. And then nothing really works very well. And then you're wondering like, well, I'm exhausted. Right? I'm doing all of these things and nothing's happening. And I think this is why. It's okay. If there's any small business listening,
Starting point is 00:18:23 right now, I would say you have permission to not do everything all at once. Start some place and get that working for you and then add to it. What we see, this latest study tells us that social media and email marketing are the two channels that are driving the most value for people. Social media, of course, that's a box to open because that could mean different things, gets finding one of those things, and then remembering to partner that with email. And this is really important because where you have social media for the reach, and particularly how, if you think about how social Media Works right now. It's a lot different than maybe 14 years ago where it was like it mattered when people followed you. It mattered. Not that those things don't matter anymore, but it's different because of
Starting point is 00:18:58 the algorithms are now trying to put your content in front of the right people versus the people having to find your content. The reach is a little bit different. But what hasn't changed there is that you don't control what happens on that platform. They make a change or your reach is still really limited in many respects based on what it is that you want to do. That's where email comes in because you are getting somebody to raise their hand to say, I want to stay connected with you. And that gives you the control to say, I want to communicate with these people at this time based on this type of activity. I have to make this statement every now and then. We've been doing this show for eight years. And now is a good time to put this disclaimer in for everyone. There's a lot of videos out there
Starting point is 00:19:40 where I've said this. And never forget the social media is rented land. And your email list is what you own. It's own land that you control. proceed accordingly. What does that mean? Dave's talking about it right now. Make sure you're not just putting all your eggs in that social media basket. You're doing the things that allow you to move those people to what you're saying, the places that you control that you have ownership of because that's your, that contact list. What's the phrase? The money is in the list. The people that you have direct connections with. Let's just say all the sites went down. And this has happened. I mean, people have had their pages taken away. The sites have gone down. What if you didn't have a way to contact those people directly? This is why you need to be thinking about how do I move. the rented land is a great way to think about it because, yeah, no one's saying don't use social media. Use it, but use it to your advantage, not to their advantage. Because it was up to them, you would never leave the social media platform. Exactly. Anyone listening, this is a small business owner today, Dave, to recognize that point, we will solve the mission. But I will say that how
Starting point is 00:20:37 to use AI potentially, they can help anything. When people are doing all this kind of doing all these things, never forget you're doing all that so that you gain a customer or you gain a relationship that you can carry forward. And the only way you do that is with first party data, name, email, or phone number. And are there ways that you're seeing the AI open up the ability to maybe scale that more quickly, getting first party data or using maybe tools that constant contact has in gathering that opportunity? Email marketing, this works so well. And historically has worked so well. It's because it's what we call an opt-in channel. Somebody raises their hand to say, yes, I want to be connected with you. You're not going out and scraping the internet for information and then sending cold emails to people. You actually
Starting point is 00:21:19 have people that have raised their hand to say, yes, I want to hear more from you and more from your business. You stay connected with your customers. This is another place where you can go to AI to say, what is the commonalities between these people? These are the types of people that I'm speaking to. You know, these are the main pain points that they have. An underrated thing to do is have conversations with your customers. And through those conversations, this is what gets me is you can really take a conversation. Let's say you take a conversation, you record, you transcribe that conversation. And then you talk to AI about that conversation.
Starting point is 00:21:48 Okay, what were the top pain points that this customer was having? What were the solutions that they would like to see to help me solve that? If I could create what we'd call a lead magnet so I could get more people like this person onto my email list, what would that resource be that I could give away for free in exchange for that email address? These are all ways you can start thinking and talking to the AI through the conversations you're having with real people and the knowledge that you have, coupled with your expertise, now you're really scaling what it is that you're able to do to get more people to you.
Starting point is 00:22:16 As a marketer, that's where I get excited about it because it's like, oh, okay, I can get into the weeds of this. And again, this is where when we think of like constant contact is, how do we do a lot of that work behind the scenes? We're helping the small business owner who may not be geeking out about marketing like you and I would be. That just wants to, I want to go bake some more cakes, please. That's our job to kind of fix that problem. That's where I think it's really interesting. It is. Dave, about a couple of rapid fire to close things out. Best, you of AI you've seen in a small business? Have you seen anything crazy or anything like, wow, that was resourceful? I don't see anything crazy. What I've seen is the adoption. And I know that sounds
Starting point is 00:22:51 unsexy. I've learned time and time again after talking with small businesses is that it's the unsexy things that actually move the needle. And so it's showing up consistently. And I think just using AI to show up consistently, that's kind of the best thing that they could do because that's what brings the money in. Yeah. One tool, every business should try that's maybe more attainable. now that it was in the past? My short answer is constant contact. Maybe a tool within constant contact. Like, what's old is new again? Like, yeah, yeah. Well, here's what I'll say. So we have a feature that's called rescind and non-openeres within constant contact. And this can boost. We've seen this boost open rates for people up to at least 10% in terms of what they do. And all that is is checking a
Starting point is 00:23:32 box that says, I'm going to send this on this day. Two days from now, if somebody didn't open it, send it to them again. And we've also done some work to weed out those false opens. I'm sure you've heard of like Apple privacy rules and things like that where it kind of opens the email, but it's not really a person opening the email. We've weeded those out, so you're actually getting true open rates. That's just a great way to click a box and then get more people opening and consuming the content that you send them. I love that. Hey, they had some tips and tricks too. Thinking about my own email list, 76,000 people on ours for this show. I'm like, we should be doing that. We should talk afterwards.
Starting point is 00:24:04 Dave, where can everybody learn more about what you're up to, what constant contacts up to, all those details. Yeah, definitely check out Constant Contact.com and find all the things that we've got going on there and tools we have available in the programs that we have. Again, if there's anybody that's a marketing person out there too, we have a partner program that we'd love for you to check out so you can find all the resources there at
Starting point is 00:24:23 constantcontact.com. You can find me on LinkedIn, Dave Charest. If you have any questions or any thoughts, love to connect with you there. Hey, if it's been fun, I really appreciate you for coming on and look forward to doing it again. Yeah, Ryan, pleasure. Great to see you. Hey, guys. You're to find us. Ryan isrite.com. Find all of the highlight clips the full episode links to contact as well as Dave's information.
Starting point is 00:24:43 Hey, it's all about what's happening right now. It's important. Now is today. AI's changing the game. It's making things more attainable. It's not scary. It's a winning formula. And again, we appreciate Dave and constant contact for coming on today.
Starting point is 00:24:56 We appreciate you making us, number one. See you next time. Right about now. This has been right about now with Ryan Alford, a Radcast Network production. Visit Ryanisright.com for full audio. video versions of the show, or to inquire about sponsorship opportunities. Thanks for listening.

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