The Zero-Click Internet: What It Means for Your Marketing Strategy

The Zero-Click Internet: What It Means for Your Marketing Strategy written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with Rand Fishkin

In this episode of the Duct Tape Marketing Podcast, I interviewed Rand Fishkin, co-founder and CEO of SparkToro, an audience research software company. Rand is a well-known expert in search engine optimization (SEO) and digital marketing, with deep insights into the evolving landscape of Google search and the rise of the zero-click internet.

During our conversation, Rand explained how zero-click searches—where users find answers directly on Google without clicking on external links—are reshaping SEO strategy, content marketing, and online visibility. With 60% of searches now ending without a click, businesses must rethink their marketing strategy to reach audiences where they already engage—whether on social media, Google’s own properties, or other digital platforms.

Rand’s insights emphasize the need for marketers to adapt to zero-click trends, build a presence across multiple channels, and rethink traditional SEO trends to succeed in today’s digital landscape.

Key Takeaways:

  • Zero-click searches are growing – 60% of Google searches now end without a click, changing how businesses gain online traffic.
  • SEO strategy must evolve – Instead of chasing organic traffic, brands should focus on influencing audiences where they are—on social platforms, communities, and third-party sites.
  • Google’s algorithm prioritizes engagement – Google is keeping more users within its ecosystem, using featured snippets, AI-generated answers, and instant results.
  • Content marketing needs a shift – Creating content that thrives on Google, social media, and other platforms without requiring clicks is the new game.
  • Online marketing is more than traffic – Success is about brand visibility, trust, and engagement rather than just website visits.

Chapters:

  • [00:09] Introducing Rand Fishkin
  • [01:07] What is Zero Click?
  • [02:11] How Has Zero Click Impacted Search
  • [06:33] How Should SEO Professionals Adapt?
  • [08:34] How Do Content-Reliant Businesses Survive?
  • [14:30] Is Google Dead?
  • [16:50] Making the Best of Attribution

More About Rand Fishkin: 

Check out Rand Fishkin’s Website
Connect with Rand Fishkin on LinkedIn

This episode of the Duct Tape Marketing Podcast is brought to you by

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John Jantsch (00:00.972)

Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Rand Fishkin. He’s a co-founder and CEO of Spark Toro, an audience research software company and indie game developer at Snack Bar Studio. We probably ought to talk about indie games, Passionate about helping marketers, he shares insights through writing speaking and his book Lost and Founder, previously co-founded Moz and inbound.org and co-authored the Art of SEO.

He’s going to talk about, we are going to talk today about zero click. something that I said off air, you were probably getting tired of talking about, but still a lot of people want to hear about. Welcome to

Rand Fishkin (00:43.672)

Great to be here, John. No, I don’t think people are tired of talking about zero click. I think there’s a lot of people who, don’t totally know what it is and B, are feeling the effects of it, even if they’re not super into the tactical and strategic world of zero click.

John Jantsch (00:54.092)

Yeah.

John Jantsch (01:00.216)

So having said that, maybe we ought to define that’s what we’re talking about, right? And maybe even talk about, mean, you’ve been following Google for, I don’t know, since Google was born, right? So, you know, when did it start showing up?

Rand Fishkin (01:13.356)

Yeah. So, the term I believe was coined by initially Gabriel Weinberg at DuckDuckGo. That was the first instance I could find of it. In 2011, Gabriel described Google as having these zero click searches and zero click answers. So this is the first sort of appearance of a zero click concept in the marketing world. And a few years later, I did a study, with Jumpshot, which was, which is a now defunct

clickstream data provider. And JumpShot worked with me to see what percent of all Google searches ended without a click. Essentially, they stayed inside Google’s ecosystem either by opening up the Google Maps app or getting their answer right at the top of the results through those instant answers or featured snippets or now AI overviews.

John Jantsch (02:04.896)

Right, right, right. So, I guess maybe you’re going to say it. The zero click meaning that somebody goes and they don’t go away. They get their answer and they don’t leave Google, right? Zero.

Rand Fishkin (02:15.918)

So that, yeah, and that was the initial idea of like, oh, there’s these zero click searches and search marketing might be changing as a result. And maybe we should think about rather than trying to get traffic, simply provide the answer to the searcher, right? To the user. In 2019, Google answered just under half of all searches without a click. like 49 % or something. Fast forward to last year, I just did this study again with Datos.

John Jantsch (02:26.253)

Yeah.

Rand Fishkin (02:45.07)

And that number is now 60%. So 60 % of searches are answered without a click, which as a user is super convenient. And as a publisher is terrifying.

John Jantsch (02:57.026)

Well, that goes to a point. mean, there are some that are saying this is an evil plot by Google, but really it’s like behavior, right? I mean, it’s like, this is what the user wants. I know as somebody who’s trying to get a quick, I want to know what time the ball game starts. You know, I don’t need to go to ESPN’s website, right? And read the history of football before I get the time, right?

Rand Fishkin (03:17.326)

That’s exactly right. If you want to know how old Paul Rudd is, or you want to see which channel you can watch SNL 50 on, or you’re trying to figure out what are the ingredients in Moroccan spices, you know what? Google can just answer those things for you, and it is incredibly convenient. So zero-click searches started with Google, but they did not end there. Facebook, Instagram, LinkedIn, Reddit.

YouTube, TikTok, Slack, every single platform realized that they could keep more people on their websites and their platforms if they stopped sending traffic out. And so, Twitter was one of the early adoptees of this. algorithm, this is probably 2016, 17, their algorithm started biasing against links. If you included a link in a tweet, Twitter would limit the reach of that tweet.

John Jantsch (03:47.746)

Tick tock.

John Jantsch (04:00.716)

Yeah.

Rand Fishkin (04:15.542)

Substantially compared to a tweet that did not contain a link that’s true on Facebook as well It’s true on linkedin as well. You can see it in subreddits where moderators and reddit themselves started down voting and and stopping the promotion of Reddit submissions that contained a link youtube started Minimizing the description field so that it would hide any url external url link that would take you off of youtube

John Jantsch (04:40.961)

Ehh.

Rand Fishkin (04:43.31)

So every single platform is doing this over and over. And my colleague, Amanda Natividad, when she joined SparkToro, what was that, 2022, she sort of came up with this idea that zero click is not just about search, it’s about all platforms. The zero click internet is here. And as a result, the only thing to do is to create zero click content and do zero click marketing. Influence people in the places they’re already paying attention

John Jantsch (05:11.52)

Right. Yeah.

Rand Fishkin (05:12.876)

rather than demanding that they come to your platform and requiring traffic to be your only KPI.

John Jantsch (05:18.806)

Yeah. And, you know, lot of the people, the sky is falling, you know, looking at the results. was a pretty, sexy headline that HubSpot had lost 72 % of their traffic or something like that. But can we say that a percentage of that, maybe a large percentage was kind of garbage traffic anyway? I mean, it wasn’t intent traffic. was like, they published a listicle and somebody went to that cause they wanted the list, but they didn’t want anything to do with HubSpot.

Rand Fishkin (05:43.416)

Well, John, I don’t know if you did what I did as soon as I saw that headline, but I went and looked up HubSpot stock price and their latest earnings report. And guess what? Record highs, right? So HubSpot and a whole bunch of other platforms, I did a whole blog post and a video about this. They are indicative of a new trend that zero click marketing is.

John Jantsch (05:47.564)

Heheheh, Potter.

Yeah.

Rand Fishkin (06:11.424)

almost certainly at the head of, is traffic down, revenue up. If your traffic goes down, but your revenue goes up, should you be pissed at your marketing team? Or should you celebrate the fact that they are finding opportunities in a zero click internet world for your message and your influence to reach the right audience and attract the right customers? I think it’s the latter.

John Jantsch (06:34.56)

Yeah, yeah, yeah. Well, so you started to hint at what to do now. If you’re especially SEO folks, know, or I mean, they, they’d kind of dialed in the game, right? So now like, what’s the new game? I mean, for SEO folks, if you were advising a group of SEO folks, you know, talking, doing a keynote, you know, what would you be telling them that they need to be doing how they need to be changing their model?

Rand Fishkin (06:55.82)

Yeah, I’m actually, I’m giving a at SMX Munich to a couple thousand people next month. And the topic, John, you’ll like this is called, it’s the end of traffic as we know it. And I feel fine. And the basic premise here is that, look, if you’re an SEO, some of you will have no choice. Your boss, your team, your client.

John Jantsch (07:00.748)

Right. Yeah.

John Jantsch (07:09.474)

Yeah, great. That’s awesome.

Rand Fishkin (07:20.302)

They’re going to say, I don’t care what Rand Fishkin says. I don’t care what’s going on in Google. I don’t care about zero click marketing. You get me traffic. That’s your job. You know what? Okay. You’re going to have to focus on the few keywords that send traffic and sort of the 40 % of searchers that click and you know, the platforms that still do send some traffic, that kind of thing. But for everyone else, I would urge you to break out of this mindset that everything has to be about SEO, right? That the classic SEO is the only thing that you’re good at.

John Jantsch (07:45.484)

Yeah. Yeah.

Rand Fishkin (07:49.01)

SEOs, at least when I was an SEO, you know, seven years ago now, it was not just about ranking in Google, right? There was lots of things that you’d have to do as part of that. Things around accessibility of your website, sure, but also placement of content on third-party websites and pitching and essentially, yeah, a public relations job, right? It is a PR job. You’re trying to create content and a message that people want to amplify and get that message amplified in the places they pay attention.

John Jantsch (08:06.68)

Authority, yeah, Yep, yep, yep, yep.

Rand Fishkin (08:19.638)

I’m not sure exactly what the industry is going to end up calling that. Maybe they’ll call it PR. Maybe they’ll call it the new form of influencer marketing. Maybe they’ll call it content placement or offsite content marketing. I don’t really care. I don’t care what that’s called. What I do care about is you should do it because it works.

John Jantsch (08:37.974)

Yeah, yeah, yeah. Well, I think, you you made a point about why everybody’s so fixed on SEO. I think for a lot of SEO folks, it was easy, cheap traffic. And in some cases, easy, cheap conversions and business. And so I think we got lazy. And I think that to me, that was a big part of it. But what about that business that is all about trust and authority? Content was huge for them to drive, you know, folks to their website.

couldn’t buy ads, ads were useless to them. What is that business, like a professional services business? How do they survive in this

Rand Fishkin (09:13.038)

I look, I think whenever I realize my video is getting a little fuzzy and Riverside’s giving me a funny message about that, but my internet’s fast and my device is running fast, so I don’t know. I’m just gonna go and hope that the recording catches it correctly. The reality is when your business model gets disrupted, you either decide to embrace the change that’s coming,

John Jantsch (09:19.426)

Yeah.

Rand Fishkin (09:42.41)

Or you face the consequences. And I think the consequences are not nothing. It’s not all going to die. SEO is going to go away. That’s not what’s happening. It’s just going to become a lower growth rate industry or even a shrinking industry over time as CMOs and CEOs and boards of directors wake up to the fact that the opportunity in organic types of marketing might lie elsewhere, i.e. influencing people in the places where they already play.

John Jantsch (10:10.998)

Yeah. The new sexy term is AIO. How much do we need to pay attention to that?

Rand Fishkin (10:16.878)

it, it varies quite a bit. If you’re in B2B, especially B2B tech and you’re selling to other B2B techies, the answer is you probably need to pay some attention to it. There was a great report from SEM rush, recently where they looked at the clickstream data. like clickstream data a lot. think it really tells the story accurately.

They looked at 80 million different click streams of people who visited and used ChatGPT, and they analyzed what they did with the platform, the prompts that they put in, all that kind of stuff. What I found quite interesting there is 70 % of those prompts had no corollary at Google. So you could not perform the task that was asked of ChatGPT in Google’s ecosystem

John Jantsch (11:05.868)

Hmm.

Rand Fishkin (11:13.55)

outside of Gemini whatsoever, right? This is an AI type of task. It’s like saying how much market share is Microsoft Excel taking from Google search? What? None. Like that’s people are doing different things with that. Chat GPT is taking 30 % away from a search engine, right? Or, or adding it to it, right? Those are, those, those are people who are using it for that replacement thing. But I think the answer here is every single business.

John Jantsch (11:15.948)

Yes.

John Jantsch (11:35.436)

Right, yeah.

Rand Fishkin (11:43.2)

Every sector needs to figure out whether its customers and audience are using large language models and AI tools to perform search like tasks inside their specific ecosystem. you know, not to promote spark Toro, but I, I don’t know of another place you can do this, but you can inside spark Toro. what that’s what we do with clickstream data, right? You can go and you can search for, you know, my audience is science fiction writers or interior designers or.

you know, painters or landscaping professionals, or I want to find people who search for backyard gardens. And, Spartora will then tell you in the AI and tools section, which platforms they’re using and how much more or less than normal. So you could see, for example, I ran a search recently for, people who do custom decking, like for their backyards. They don’t use AI tools very much, right? That’s not, that’s not their goal, but.

John Jantsch (12:34.583)

Mm-hmm.

John Jantsch (12:37.952)

Right, right, right.

Rand Fishkin (12:40.396)

If you look for people who are searching for B2B CRM software, well, yeah, they are using ChakGPT and Gemini and Kaggy and all these different AI tools, much more than average. You probably need to pay attention to large language model optimization.

John Jantsch (12:58.334)

That’s a great, great point. I’ve seen a real divide between the idea of local businesses versus national or B2B, like you mentioned, like that Decker, you know, that you talked about that’s, that’s fixing people’s homes. I mean, he’s probably got people in his geography or he or she that’s looking for them and you know, Google maps and some of those tools are still their friend, right?

Rand Fishkin (13:20.414)

Yeah, absolutely. this, I mean, I don’t know what to tell you, John. Like there’s, there’s still people who just as they did in 1720 or 1950 or 2001, their primary resource for which person am I going to use to build my deck is they ask their neighbor, they ask their friend, right? And that, is a source of influence that is influenceable via different means than, you know,

John Jantsch (13:41.59)

Yep. Yeah.

Rand Fishkin (13:50.072)

highway billboard or a Google search or an AI tool or a social media platform. And so your job as a marketer is to figure out the sources of your audience influence and be present in those places, hopefully commensurate with how much they use them.

John Jantsch (14:07.98)

Yeah. Yeah. And dedicated what limited resources you have to the best ones, right? Now, so another sexy headline is Google’s dead. So is their dominance, you know, is their dominance going to fade? mean, obviously, the cash cow depends on people going to their homepage and clicking on ads instead of getting answers.

Rand Fishkin (14:14.219)

Exactly.

Rand Fishkin (14:20.325)

you

Rand Fishkin (14:32.512)

Yeah. So, it’s funny. I was just asked about this by some reporters. and I don’t like to give opinion based answers here, right? Google’s getting worse. I ran this search and I got a bunch of junk in my results where 10 years ago when I ran this search, I used to get good stuff. I don’t like those types of anecdotal, replies and responses. I don’t trust them. The thing I trust is data at scale. So

What I would look at if I were a reporter trying to answer the question, is Google dying? Is Google getting worse? Is, are there more or less people searching on Google than there were last year at the same time? Are there more or fewer searches per searcher than there were last year at this time? The answer to both of those, according to some research that I hope to publish in the next couple of weeks actually, is no.

Google grew about 10 % in terms of searches per searcher last year, and it grew in terms of number of total searchers last year. You don’t have to believe me, by the way, or Datos’ numbers. If you prefer, you can look at what Sundar Pichay said in the earnings call, the Google earnings call two weeks ago. He said the same thing, and our data bears it out. I don’t always trust Google to tell us the truth, but in this case,

all the data sources agree, if Google is getting worse, then the only logical response is, well, if they’re getting worse, everything else, all the alternatives must be even worse because people are still using them more and more.

John Jantsch (16:10.616)

Yeah.

Yeah. And I think people under or forget, you know, they’re more than just that search box as well. You know, I pay Google a hundred bucks every month to use Gmail and Sheets and Slides and all those kinds of things too. they’re an ecosystem way beyond their ad network.

Rand Fishkin (16:31.244)

Yeah, yeah, absolutely. But, but I want to be clear, I’m not talking about their earnings report in terms of their dollar, you know, of, of growth. I’m talking about right growth in, in raw searches.

John Jantsch (16:38.38)

Yeah. Just searches, right? Yeah.

Yeah. So another topic that, and this is right up your alley, so I’m inviting you to talk about Spark Toro here, is that attribution is just getting harder and harder. And yet, as I listen to your talk, it’s more important maybe than ever. Like, where are your people hanging out and actually reading stuff and how do you find them? So how do you advise businesses to really kind of arm themselves with better attribution?

Rand Fishkin (17:12.578)

Gosh.

John Jantsch (17:14.168)

Oh, I asked a hard question. like that. Well, that was my entire intent, so I did well.

Rand Fishkin (17:16.416)

Well, here’s the problem, John. You’ve set me up once again to like tee up my own software and I really, try not to. But you know, you know, I don’t like to be self-promotional. Okay. First off, there are, there are several ways to do this. Some of them good, some of them bad. One of the ones that a lot of people use that I really don’t like is they do post-consumer surveys.

John Jantsch (17:30.874)

hahahahah

Rand Fishkin (17:45.998)

So this is, you you just bought this pair of shoes from Nike, Nike sends you an email and they ask you, how did you find us? Or they ask you at the end of the checkout process, you know, how did you learn about these shoes today? What made you buy from us? And people will give answers that are incomplete, often inaccurate. And if you’re a marketer, you’re only ever going to get answers from channels and sources that you already reach. So you will never know.

about the ones that didn’t send you traffic, right? This is a huge bias problem. I cannot recommend enough against asking people where they heard about you and then using that to determine your marketing budget. is just logic. You you have failed logic 101 in college and you’re going to get kicked out of the class.

John Jantsch (18:20.973)

Yeah.

John Jantsch (18:28.536)

Yeah.

John Jantsch (18:35.99)

Well, and you’re also going to pay Facebook a lot more money because everybody says they saw your Facebook ad, right?

Rand Fishkin (18:41.006)

It depends on the sector. So we tried this. of my, one of my favorite stories, John, is early in the spark after spark Charles launch, we tried this with one of our customers. We asked them, this is a consumer brand in the food industry. So they like sell a food product. I don’t have permission to mention who they are, but they sell a food product direct to consumers. And we said, Hey, can you try something for us? Would you put these two? think it was like Martha Stewart and I wasn’t Guy Fieri, but it was some other like.

notable food person in the food world. We asked them to put that in their dropdown list of places where people had heard about them. Yeah. Guess what, John? Those people had never mentioned the brand. They had never talked about them. And 30 % of the customers said, yeah, that’s where I heard about you. So just, you you’re getting terrible data, like absolutely terrible data. the, the second one, the one that I do.

John Jantsch (19:09.986)

Food. Foodie. Yeah.

John Jantsch (19:23.01)

Yeah. Yeah. Yeah.

John Jantsch (19:30.168)

Yeah, yeah, yeah.

Yeah. Yeah.

Rand Fishkin (19:38.072)

quite like is to look at, broadly speaking, if you use a competitive intelligence platform and you can see where traffic is going to your competitors, that can make reasonable sense, right? So similar web is a good resource for that. Obviously, Spark Toro offers that type of data as well from a competitive perspective. I think SEM rush, the folks I mentioned who did that research.

John Jantsch (19:51.32)

Hmm.

John Jantsch (19:55.81)

Yes.

Rand Fishkin (20:05.676)

I think they might have some of that in their platform, but it might be search centric. So be careful. You’re not just getting biased by Google stuff. and then the, you know, the absolute best one, the absolute best way to do this is learn lockpicking, get the home addresses of all your customers break into their houses, steal their own, get the phone unlock code, and then look at everything that they read, browse, watch, subscribe to follow that of course.

John Jantsch (20:25.016)

Yep.

Rand Fishkin (20:33.556)

super illegal, highly unethical. have, I, yeah, that’s right. Yeah. You got a lot of competition for that. but, but the next closest thing is essentially clickstream data, which is, you know, a panel of users and the providers look at every URL that’s visited. And then you can sort of, take a broad group of people and extrapolate what a general population does.

John Jantsch (20:36.066)

Plus, Alexa’s already doing it anyway, so.

Rand Fishkin (21:02.094)

That’s what we do at Spark Toro. so, you if you want to see, you can type in your website or a competitor’s website or a search term that people use in Google or, a descriptor that people use in their buys. And then you can see what websites, what topics, what social media platforms they use more or less than average. and that can, that can be a good way to sort of get a sense of, Hey, you know, lot of our customers are using.

I don’t read it and we’re not there at all. A lot of our customers are on TikTok or LinkedIn or Pinterest or they’re using ChatGPT or they’re using Gemini and we’re not in those places. We should probably be making investments there.

John Jantsch (21:35.702)

Yes.

John Jantsch (21:49.876)

Yeah. Well, Rand, we’re, we’ve run out of time. I appreciate you dropping by. Uh, we’ve mentioned sparktoro.com a couple of times anywhere else that you’d invite people to connect with you and learn more about your work.

Rand Fishkin (22:00.504)

Sure, well, you know, at the start of our chat today, you mentioned Snapbar Studio. So folks are interested in an indie video game where you get to play an Italian chef in the 1960s. You can check that out at snapbarstudio.com. And who isn’t? It’s not live yet, but give us about 18 months, and there’ll be an early access version on Steam.

John Jantsch (22:14.2)

And who isn’t?

John Jantsch (22:24.408)

Awesome, awesome. Again, I appreciate you taking a few moments and hopefully we’ll run into you one of these days soon out there on the road.

Rand Fishkin (22:29.838)

Yeah, I look forward to it, John. Take care of yourself. Thanks for having me.

John Jantsch (22:32.098)

All right, bye now.

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YouTube is more than just another social channel

YouTube is both a media channel AND a search engine that presents both organic AND paid marketing opportunities.

  • As a channel – YouTube is a content distribution platform, similar to LinkedIn or X, where companies can post videos, build an audience, and engage viewers.
  • As a search engine – YouTube is the second-largest search engine in the world, with people actively searching for solutions, tutorials, and insights.

In 2025, getting pushed through YouTube recommendation system is crucial for long-term growth, engagement, and lead generation, while keyword search optimization is useful for initial traction and credibility in topics very relevant to your audience.

A huge thanks to Pat and Andrey of GrowthLens, a YouTube-specific marketing agency, for their expert contribution on strategy in this edition. They’ve been advising us on our GTMnow channel and the results we’ve been seeing are massive, so creating an asset to help others too was a no-brainer.

YouTube as a growth engine

YouTube plays by different rules compared to other social media channels, and those who get it right unlock a compounding growth channel. Here’s why:

  1. Content that’s evergreen. Posts on most social platforms have hours, days, and sometimes up to weeks of shelf life with the algorithm. A well-optimized YouTube video ranks in search, gets recommended by the algorithm, and keeps driving views for years. This content can also be repurposed on your landing page, blog, and help center.
  2. SEO for Google, not just YouTube. YouTube isn’t just a platform; it’s owned by Google. That means your videos can show up in Google search results, pulling in organic traffic the same way blog posts do.
  3. Long-form = higher intent. On social, short-form wins. On YouTube, viewers are more open to depth. B2B and high-ticket B2C buyers are watching product deep-dives, expert interviews, and tutorials to guide their buying decisions. It’s a channel for building authority, not just awareness.
  4. Own your audience, not just your reach – YouTube lets you create structured content journeys, such as playlists, suggested videos, and CTAs that push viewers deeper into your ecosystem. Yes, the algorithm plays a role in who videos are surfaced to, but you can intentionally build a durable, searchable content library.

Think of it this way: Every video you publish is like hiring both a tireless marketer and sales rep who work 24/7, never ask for a raise, and keep getting better at generating demand over time.

Learn from companies winning at YouTube

On a list of 12 lessons from the VP of Marketing at Owner, David’s top lesson is that “YouTube is ridiculously untapped for B2B”.

 

Let’s look at some companies nailing the YouTube game to help you apply what’s working. GrowthLens kindly breaks down 4 of their favorite channels, so that you can learn from what’s working.

 

 

Owner.com:

  • Consistency: For the past year, Owner.com has been posting 3-4 times per month. They now consistently get 4,000 views per video, which is very strong for a B2B channel.
  • Call-to-action: The end of their videos, video description and channel info all include CTAs: watch another video, check out this valuable resource, learn how Owner.com can drive value for your restaurant.
  • Value-add storytelling: Their content focuses on digital marketing lessons, real life case studies, and actionable tips often told through the lens of a real-world example.
  • Packaging: is highly clickable. Thumbnails are intriguing and tell a story. Titles are action-oriented and punchy.
  • Audience interaction: They actively respond to comments and engage with viewers, fostering a sense of community and trust.

OneBase Media:

  • Educational content: They produce informative videos that address industry-specific topics, positioning themselves as thought leaders and providing value to their audience of tradespeople looking to up their digital marketing game.
  • Regular uploads: By publishing 1-2 videos per week, they’ll keep popping up in their audiences suggested feeds to stay top of mind and act like a nurture drip.
  • Consistent branding: Their channel maintains a cohesive visual identity, enhancing brand recognition and professionalism.
  • Authenticity: Kurt, the main character in these videos, feels relatable and trustworthy. Especially considering his audience of UK tradespeople.

Ahrefs:

  • Educational and actionable content: Ahrefs focuses on providing in-depth tutorials and guides on SEO and digital marketing, offering actionable insights that help viewers apply strategies effectively.
  • Data-driven topics: They utilize their own tools to identify topics with high search demand, ensuring their content aligns with audience interests and current trends.
  • Engaging thumbnails and titles: They design compelling thumbnails and craft intriguing titles to attract viewers and increase click-through rates.
  • Cross-promotion of tools and services: Their videos often demonstrate how to use Ahrefs’ tools, subtly promoting their services while providing value. Ex. case studies from our own marketing experiments.

Wise:

  • Subject matter expertise: Wise positions itself as an expert in the field by creating educational content around international finance, currency exchange, and cross-border payments.
  • Short, digestible videos: Wise creates short, engaging videos that get straight to the point, catering to their busy professional target demographic.
  • Curiosity-driven thumbnails and titles: Most of their thumbnails involve an emotive face, this is proven to generate interest. Their titles are concise and snappy, which allow would-be viewers to quickly confirm interest with a glance after being intrigued by the thumbnail.

YouTube optimization checklist

To get specific around optimizing your YouTube channel to maximize results, go down this checklist.

1. Identify the right audience

Who are you trying to reach? YouTube’s algorithm rewards content with a clearly defined audience. Vague or broad audiences confuse the algorithm, and will lead to your content being buried.

  • Address industry or persona specific challenges.
  • Speak directly to decision-makers.
  • Post consistently—to be always on your audience’s mind.

2. Compelling title and thumbnails

This is one of the biggest opportunity areas GrowthLens sees on businesses’ YouTube channels. “If you can’t think of a title or thumbnail before making a video, it’s not a strong idea.” – Paddy Galloway, Mr Beast’s YouTube Consultant.

  • Use emotion evoking, curiosity-driven, benefit-focused titles. Hire a YouTube-specific thumbnail designer to design eye-catching thumbnails that stand out in search results.
  • Glance test: Can someone process this thumbnail in 2-5 seconds.

3. Provide value, don’t sell

B2B decision-makers seek valuable information and answers, not fluff. Your videos should demonstrate your expertise by solving your prospects’ problems, not selling with promotional content.

  • Pain-point explainers.
  • Case study breakdowns.
  • How-to videos.

4. Keep viewers engaged

YouTube prioritizes watch hours and average view duration. If people click and leave quickly, your videos get buried. This is why blindly reposting podcasts or webinars rarely works on YouTube (unless you’re famous).

  • Hook viewers in the first 10-30 seconds—tell them what value they’ll get upfront and make them curious to watch until the end.
  • Structure videos with clear segments and value payoffs to keep people engaged.
  • Avoid clickbait—misleading titles and thumbnails destroy viewer trust and retention.

5. Implement the right CTA

Every video needs a clear, compelling next step. Without it, views won’t convert into leads. Consider the entire funnel from video, to description, to channel info, to your landing page – each should be working together to drive seamless conversion.

  • Watch the next video (to drive engagement).
  • Download a free, relevant and valuable resource.
  • Book a demo.

I would be remiss if I didn’t include a shameless plug for the GTMnow YouTube channel!

 

 

Here are a few well loved Shorts:

— Sophie


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💡 GTMfund Toolkit

We asked the GTMfund community of GTM leaders what’s on their reading list right now. Here are four standout recommendations:


👂 More for your eardrums

Joe DiMento is the Head of Go-To-Market & Industry Partnerships at Bain Capital Ventures. Previously, he was an operating partner at Fractal Software, helping launch vertical software companies and find product-market fit. Before that, he was the first non-founder seller at three startups, turning early traction into a repeatable sales motion. He began his career at Google and Bain & Company and holds an MBA from Stanford GSB.

GTM 134: When to Hire Your First Sales Reps (And How to Get It Right) with Joe DiMento

Listen on Apple, Spotify, YouTube, or wherever you get your podcasts by searching “The GTM Podcast.”


🚀 Startup to watch

Owner – named as a Top 100 Fastest Growing Product in G2’s Best Products List. They ranked #28 out of 125,912 total products in this category.

Houseware – just got acquired by LaunchDarkly. By joining forces, Houseware is bringing warehouse-native product analytics to a world-class platform used by over 5,500 enterprises including a quarter of the Fortune 500.

Superhuman – announced the launch of some big exciting updates to Superhuman AI. These updates include automatically organizing your inbox, emails that write themselves, along with features like workflows and auto reminders to help make work effortless. Dive into the new features and see how they elevate your productivity.


👀 More for your eyeballs

Sell Like a Human conversation around all things sales, venture capital, and go-to-market. Scott Barker shares why focus can give sales reps superpowers, the outsized impact of warm introductions when building pipeline, and how focusing on uniquely human skills can help you excel in sales.

The 7 steps GTMfund took to oversubscribe a fundraise in the toughest market in two decades. Raising a fund, securing capital for a startup, or even selling into the enterprise all share a common foundation: relationship-driven sales. Given how tough this market is, we figured it would be valuable to break down exactly how we did it.

Why startup founders need to develop their voice. For some founders, building out your personal brand can feel like a chore, but it is the best way to build trust with your target audience. Once people trust you and think of you as a thought leader, they are willing to pay you for advice, making you one of the most powerful individuals in your niche.


🔥 Hottest GTM jobs of the week

  1. Director of Sales at Amper (Remote – Chicago / San Francisco)
  2. Sales Enablement Manager at Document Crunch (Hybrid – Atlanta)
  3. Customer Marketing Manager at Closinglock (Austin)
  4. Head of Revenue Operations at Armada (Remote – US)
  5. Manager, Ramp Acceleration, SDR at Vanta (Hybrid – San Francisco)

See more top GTM jobs on the GTMfund Job Board.

If you’re looking to scale your sales and marketing teams with top talent, we couldn’t recommend our partner Pursuit more. We work closely together to be able to provide the top go-to-market talent for companies on a non-retainer basis.


📹 Upcoming digital live event

The Operator Investor: Angel Investing. On February 26th (and available on-demand exclusively for registrants), seasoned operator-investors will share how they got started, how they source and evaluate opportunities, what they’ve learned from their best (and toughest) investments, and more.

REGISTER

The Power of GTMfund’s Operator-Led Model: On February 27th, Paul Irving and Scott Barker discuss the power of operator-led venture capital. They’ll break down the unique flywheel that fuels their success — the fund, the community, and the media — and how it drives better outcomes for startups and investors alike.


🗓 GTM industry events

Upcoming go-to-market events you won’t want to miss:

  • The GTM Workshop for AI Founders (GTMfund event): March 25, 2025 (San Francisco, CA) – private registration
  • GTMfund Dinner: March 25, 2025 (San Francisco, CA) – private registration
  • More GTMfund events TBA
  • Spryng by Wynter: March 24-26, 2025 (Austin, TX)
  • Pavilion CMO Summit: April 17, 2025 (Atlanta, GA)
  • Web Summit: May 27-30, 2025 (Vancouver, CAN)
  • Pavilion CRO Summit: June 3, 2025 (Denver, CO)
  • SaaStr Annual: September 10-12 (San Francisco, CA)
  • Pavilion GTM Summit: September 23-25, 2025 (Dallas, TX)

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This newsletter was entirely written and edited by Sophie Buonassisi and Scott Barker (not AI!).

The post YouTube: One of the Biggest Missed Opportunities in B2B Marketing appeared first on GTMnow.

Weekend Favs February 22nd written by John Jantsch read more at Duct Tape Marketing

My weekend blog post routine includes posting links to a handful of tools or great content I ran across during the week.

I don’t go into depth about the finds, but I encourage you to check them out if they sound interesting. The photo in the post is a favorite for the week from an online source or one I took on the road.

  • Zcal is a scheduling tool that allows individuals and teams to book meetings effortlessly. Zcal offers a more personalized approach with features like branded booking pages, personalized meeting invitations, and a sleek, modern interface.
  • Sidekick AI helps users schedule meetings effortlessly by scanning emails for meeting requests and automatically proposing times based on availability. It also provides scheduling links for one-on-one or group meetings.
  • Clara is an AI-driven virtual assistant that schedules meetings via email conversations. It mimics human-like communication, coordinating with participants to find the best meeting times.

These are my weekend favs; I would love to hear about some of yours – Connect with me on Linkedin!

If you want to check out more Weekend Favs you can find them here.

The 7 Roles Every Small Business Owner Must Master (and How to Manage Them All) written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I discussed the many hats small business owners wear and how to manage them effectively. Running a business often feels like spinning plates—balancing leadership, sales, client management, and more. Without the right systems in place, entrepreneurs can quickly become overwhelmed.

I broke down the seven essential roles every small business owner must master and shared practical strategies for streamlining operations, leveraging automation tools, and using business delegation to scale efficiently. From marketing strategy to project management, these insights help entrepreneurs focus on business growth while reducing day-to-day chaos.

Mastering these small business management roles is key to scaling a business without burnout. By delegating, automating, and focusing on core priorities, entrepreneurs can build a more sustainable and profitable business.

Key Takeaways:

  • CEO Vision: Small business owners must take time to plan long-term goals and growth strategies to avoid getting stuck in daily tasks.
  • Sales & Marketing: Consistently generating leads and automating follow-ups ensures a steady pipeline of clients.
  • Strategic Planning: A repeatable marketing strategy helps differentiate your business and deliver measurable results.
  • Project & Client Management: Using productivity tools for entrepreneurs like Monday or Asana simplifies workflow and client communication.
  • Finance & Accounting: Outsourcing bookkeeping frees up time and ensures financial stability.
  • Time Management & Delegation: Leveraging virtual assistants for business and outsourcing for small businesses reduces workload while improving efficiency.
  • Automation & AI: Sales automation and business process automation help small business owners scale without increasing workload.

Chapters:

[00:26] Juggling Multiple Roles
[04:38] The CEO Role
[05:37] The Sales Person Role
[07:09] The Strategist Role
[08:46] The Project Manager Role
[09:49] The Marketing Role
[12:59] The Client Manager Role
[13:56] The 4-Prong Approach

 

John Jantsch (00:00.866)

Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and no guest today, just me, solo show. Those of you out in TV land, see I’ve got my DTM hat wearing just for this solo show. So what are we gonna talk about today? Remember when I was a little kid, I went to the circus, probably many of you did as well. I think they still have it around. Anyway.

They had the elephants and the trapeze and all that stuff, right? But my favorite, always remember was like this guy that would have like seven or eight plates and you’d have them spinning on these long big sticks. You’ve probably seen somebody do that before as well. And you know, it’s just as one would start to drop, he’d get over there and get that one going again. And then he’d find another one that was getting ready to drop and he’d do that one again. you know, years later, I find that and maybe some of you can relate running a business is a lot like that, isn’t it?

feel like we’re constantly spinning plates. And there’s a reason for that. Unless you have 50 or 100 people working for you, you’ve probably got multiple roles. In fact, the typical small agency owner, marketing consultant, that’s who we work with. That’s who I want to talk with, talk about today. I would say that we’ve all got like seven roles that we have to do every single day, maybe or maybe a lot of them we’re not doing, but they still follow us, right? And so

I want to talk today about what those roles are, but then I want to spend some time focused on how we actually free ourselves from the chaos of that, of the, many of those roles. mean, there’s so many amazing tools today that we have available to us. mean, AI being one of them, of course, but a lot of automation tools that really can make life a lot easier.

There’s a couple other things, certainly delegation to VAs and things. So I’m going to cover all of those today. So let’s go with the seven roles, what they are first off. The first one is CEO. mean, whatever you call yourself, somebody’s got to have, somebody’s the leader, that’s probably you, has to have a vision for the business. so, and that’s a role that I see that doesn’t get played very often. But if we’re not looking up and occasionally saying what needs to happen or where do I want to be this time next year?

John Jantsch (02:12.75)

be really, really simple. I mean, you don’t obviously have the same needs as a large organization for a CEO, but somebody who’s at least somebody that being you, who’s at least thinking about like, where am I trying to take this thing? What’s the big picture? All right. Number two, salesperson. Nobody’s going to make it rain, but you, right? I mean, you’re out there generating leads. You’re out there having those meetings. You’re out there closing those deals. That’s a, that’s obviously a very important role that you have to play typically.

Strategist, if you are a marketing consulting firm, if you’re an agency, you need to develop strategy for your clients. That’s really what’s going to differentiate you from everybody else who’s making those marketing plans, who’s helping that client decide where they’re trying to go. Project manager, right? Once you get the client, you do the strategy, you turn into a project manager, managing maybe its vendors or managing projects, campaigns, whatever the work calls for, there is essentially a project manager.

role in it. Then client manager, we have to do the reporting, we have to actually if we’re gonna, if we’re gonna have long term retainer clients, which are my favorites, we’re gonna have to actually maintain that relationship, we’re gonna have to be showing value, week in, week out, month in, month out. And that’s a role. That’s a that’s a function inside of business. And then finally, do we call it accountant? I don’t know. It’s a finance role. Somebody has to collect the money, somebody has to send out the invoices, somebody has to balance the

The checkbook, somebody has to make sure that bills are being paid on time, right? So there is that bookkeeping function. most people that I work with, agency owners, didn’t go into business because they love doing that work, but it’s an essential role. So of these roles, I think the key is to decide.

which ones are the most important? You know, you can make a case for all of them, right? But there’s no question that selling work, doing strategy, maintaining clients, maybe marketing your own business. I mean, these are roles that really have to be done on a consistent basis if you’re going to grow the business until you start getting help, until you can start getting into the role where maybe you are doing one or two of these and you have people doing some of the other roles.

John Jantsch (04:31.576)

So how do you balance that idea that some roles are more important than others, but you can’t just simply neglect or abdicate any of roles. So let’s go through those and talk about maybe how you not escape the role, but escape the chaos of either doing the role poorly or not at all. All right, so the first one, CEO. This is something that in a small business, I mean,

Time blocking is is the probably the only way you’re going to get to this right? If you just put it down as a task, think big about my business and then that like everything else on your checklist has to be addressed first. You’ve got to give yourself. I don’t care what it is, but let’s just pretend it is. Monday afternoon, block off two hours and use that two hours to think about the future of your business. The vision of business where you’re trying to go.

who you need to be doing that with, what you need to be doing without kind of feeling like, in between that, I’m gonna return email and I’m gonna do this project proposal for a prospect. No, that time is your big thinking time. If you don’t do it, if you don’t take that time to analyze where you are, where you’re going, where you wanna be, where the opportunities are, it never gets done. And then you just get really trapped in, gosh, wonder what I did today. Don’t know, I sure was busy, right?

So having that time is how you play the CEO role. Now the salesperson role, you’ve got to really get good at automating a lot of your follow-up. mean, if you are putting, if you’re generating leads by inviting them to webinars or you’re writing, having eBooks or things that they can download, checklists that they can download, you want to make, you know, the active campaigns of the world, the HubSpots of the world will allow you to create a 15 series email follow-up series

that just heaps value after value after value conversation and does it really automatically. I mean, that one’s kind of a no brainer because you really want to be taking a look, know, sale, active campaign, HubSpot, both also have pipeline. So you want to be taking a look at, are people I’ve talked to, here are people I want to talk to, here are people that have expressed interest but not move forward. You want to be having that kind of conversation where you can use those tools to automate

John Jantsch (06:54.862)

You know, if you move somebody from, we had this conversation or we had this meeting, now I’m going to move them to another stage in the pipeline. And that’ll automatically continue to nurture them with a different series of emails because they’ve moved to a different spot in the journey. So it takes time to set some of those things up, but really from a salesperson standpoint, you have to do it. Sales and marketing are something that you have to do every single day. And if you don’t set those things up,

you’ll not only be dropping opportunities, but you’ll be very inconsistent in terms of pipeline. And I think that’s one of the real killers with a smaller business because you get busy and then you look up one day and go, we haven’t been doing any marketing. Now the strategist role, mean, here’s the pitch from duct tape marketing. If you’re an agency or to this role, developing marketing strategy, developing the master plan for a client.

is something that you need to have a repeatable proven system for. If you are constantly making it up with every new client, reacting to what they say they want, here’s a hint. They don’t know what they want. Well, they know what they want. They don’t know what they need. They come to you with a list of tactics. We need you to do our social media and run that campaigns and produce content. What they need is a marketing plan, a marketing strategy that really differentiates them.

And that’s something that we license to agencies, fractional CMOs, consultants as the strategy first leadership system. They need leadership and they need scope. They need you to tell them what to do. They need you to lead them. So having a proven system to do that, quite frankly, is absolutely how you escape really that role from drowning you. Cause that’s, you know, I’ve talked to many, many business owners, many, many agency owners, and that’s the role that

consumes in some cases the greatest amount of time because it’s custom work every single time you do it. So what I imagine if you actually had a client come to you and say, hey, we need a website. You say, yes, you do. But first you need strategy first. And here’s how. And then you literally went down the process step by step. Here’s the process. You taught others in your organization to run many aspects of the process. You don’t have to think about what are we going to do? We’re going to do strategy first.

John Jantsch (09:16.588)

I mean, it’s a game changer. All right, let’s keep moving. Project manager. So you got to work, you develop strategy. They say, the strategy’s brilliant. Who’s gonna do this? And you say, well, I guess we are. And so there, again, using tools like, and we happen to use Monday, project management tools that allow you to not only show your client everything’s on track, give them unified communication.

give them access to all the reports, setting up a project management process that uses a technology like Monday or ClickUp or Asana. mean, there are a dozen, they probably all work about the same way. It’s essential, I think, if you are going to make this work. And a great deal of the things I’ve talked about, AI can play a real role in helping you. It can help you create, it can help you analyze your sales calls, past sales calls. It could help you create that email nurture

Setup that I talked about it could actually help you Set up repetitive tasks in some of the the you know, most of these tools today are building AI into it You can set up repetitive tasks in those All right marketing Your own agency. This is probably the one that gets most people I mean We were a lot of successful agencies in there and I can’t tell how many times they’ve said so they’re coming to us, you know analyzing our program and saying

and don’t look at my website because it’s a work in progress or it needs to be updated or I don’t know what it is. Maybe some of you have experienced that, right? We all do. It’s so hard to work on our own stuff because we’re working on our clients’ stuff. We’ve successfully done where we’ve actually, we have project managers in our business and we actually assign a project manager to our business as a client.

And I suggest that that’s how you have to look at it is you are one of your clients, you’ve got to get that work done. And that’s where really, you know, delegation, having somebody on board to do it. Consistently producing content, reproducing content, a lot of the AI tools, I never advise anybody to go to chat GPT, and say, give me a blog post on x words, but it does a great job of outlining

John Jantsch (11:34.466)

hub pages or outlines for bigger topics or giving you ideas. Then you write the content in your point of view, your voice. And then it does a really good job at repurposing that content into video scripts, into webinars, into LinkedIn posts. And then of course, you know, all of the social networks now tools like Buffer, Hootsuite, Zapier, Zapier, depending upon how you say it.

Lately, all of these tools really allow you to take a long piece of content, turn it into a hundred social posts, schedule those social posts out. The tools now will analyze. Lately is a great tool. It’ll actually analyze your content for what will get the most engagement. So there are many things that you can do and it’s not just a matter of spraying stuff around, but today, our clients, our prospects are actually

participating in a lot of networks. They’re getting their information a lot of different places. And so to some degree, we have to have that content in the format that they want it. Video, audio, text, short form, long form, both in video, long form, short form. So I mean, it’s overwhelming job to do that. And so using some of these assistants to really help you can be key. And before I go any farther, let’s use that word assistant again.

There are so many great ways for you to get virtual assistance. And it may not be, you’re gonna go out and find the marketer of the century and you’re going to delegate all your marketing to them. But maybe your first step is to actually say, look, of these seven roles that John’s talking about, which ones, what are those that I can’t do, I don’t like to do, maybe aren’t as essential for my business?

You know, finance is essential, but it’s not essential that you do it. That’s one that there are a ton of people out there that just basic bookkeeping can be purchased very inexpensively and it’ll get done right. It’ll get done on time. You will have your invoices going out. So, you know, there are places where, you know, investing in your business to get to free up not just time, not just tasks, but maybe even headspace. You know, some of these roles you don’t get to because you just don’t have the headspace.

John Jantsch (14:00.814)

I think we covered, no, I’m down to client manager, keeping clients happy. Boy, I tell you, this is one where we have heavily used AI. And the reason is because a lot of the reports that we get, you use tools like SEMrush and you use Google Analytics and you get these reports, you get a lot of data, but making sense out of the data, extracting anything that demonstrate to a client, here’s the value of what we’re doing.

AI is tremendous at actually analyzing those results. you know, using tools for that. In terms of accounting, again, I’m sure I don’t think there’s an AI tool out there that’ll send invoices. The day’s coming. We will have that. But in terms of the accounting role, I would definitely say that’s one that find somebody to do that. If you’re doing that yourself, it’s not getting done well. It’s not getting done on time. And that’s going to seriously hurt your business.

Here’s kind of the four prong approach, if you will.

John Jantsch (15:08.216)

Figure out what’s important, figure out what you like to do and what you’re good at doing. What’s the most valuable to your business and focus on creating systems and processes around those things that free up some of your time. Think about what you could delegate. And again, the list for that is what do I hate doing? What am I not good at doing? What maybe doesn’t move the needle?

if I’m doing it. And those are the first things that you should delegate and outsource so that you’re not doing them. The trouble with a lot of agencies is that, even solopreneurs, maybe you have three or four clients. And so, hey, I can do all this work. But then you look up one day and you can’t. You’re designing the websites, you’re writing all the copy, you’re doing all the things, and all of a sudden, you’ve got as much as you’ve

got on your plate, can no longer look for clients. You can no longer do really great work. You’re getting burned out. So, you know, delegating and outsourcing as soon as possible is a real key here. So the seven roles that I defined are important. They’re the plates that you have to keep spinning. But guess what? You can build foundations under those plates. They don’t have to be a little skinny stick anymore. So

That’s my two cents. If you’d like to know more about the duct tape marketing strategy first leadership system that we licensed to agencies and consultancies, check out duct tape marketing.com. We’d love to visit with you about how we might be able to bring our proven systems processes, almost business in a box. These seven roles are all covered in our training. So we can bring you that proven system so that you

can actually start getting out there and doing your best work, having a life, scaling a business that serves that life. All right, thanks for tuning in. Love to hear your feedback on today’s show and hopefully we’ll run into you one of these days out there on the road.

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How to Attract Your Ideal Customers with the Right Brand Archetype written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with Jane McCarthy

In this episode of the Duct Tape Marketing Podcast, Sara Nay steps in as host to interview Jane McCarthy, a seasoned brand strategist and author of The Goddess Guide to Branding. Jane specializes in helping female entrepreneurs develop authentic, compelling brand identities through the power of goddess archetypes. Drawing from Carl Jung archetypes, she has created a branding framework that enables businesses to connect emotionally with their audience while maintaining a strong brand positioning.

During their conversation, Jane explained how businesses can use archetypes to craft an engaging brand storytelling strategy, ensuring their messaging resonates deeply with their ideal customers. She highlighted the importance of emotional branding, aligning a business’s core identity with the needs and desires of its audience. By embracing feminine branding strategies, companies can create a unique and relatable business identity that fosters trust and loyalty.

Sara’s discussion with Jane McCarthy provides valuable insights into brand development by blending business branding with powerful storytelling. By identifying the right archetype, businesses can position their brand more effectively, attract their ideal audience, and stand out in the marketplace.

Key Takeaways:

  • Brand archetypes enhance emotional connection – Using Carl Jung archetypes in branding creates a personality-driven approach that resonates with customers on a deeper level.
  • The right branding framework builds long-term credibility – A well-defined brand strategy helps businesses maintain consistency and authenticity, which strengthens customer trust.
  • Feminine branding can differentiate your business – Traditional archetypes often lean toward masculine traits, but embracing goddess archetypes allows brands to cultivate a more diverse and inclusive identity.
  • Personal branding plays a key role in business branding – Entrepreneurs who align their personal and business brand identities create a stronger, more authentic marketing presence.
  • Brand evolution should focus on amplifying strengths – Instead of completely rebranding, businesses should refine what customers already love about their brand to maintain loyalty while staying relevant.

Chapters:

  • [00:09] Introducing Jane McCarthy
  • [00:44] What are Goddess Archetypes?
  • [05:37] Identifying your Brand’s Goddess Archetype
  • [08:56] Using your Archetype to Find the Right Talent
  • [12:05] Brands That Embody Goddess Archetypes
  • [16:34] How to Approach Goddess Archetypes
  • [18:44] Figuring out the Heart of your Brand

More About Jane McCarthy: 

Check out Jane McCarthy’s Website

Connect with Jane McCarthy on LinkedIn

This episode of the Duct Tape Marketing Podcast is brought to you by

Want to elevate your marketing game? AdCritter pairs Connected TV ads with precise digital retargeting to drive real results. Discover how their full-funnel strategy can help your business grow smarter. Let them know Duct Tape Marketing sent you, and you’ll get a dollar-for-dollar match on your first campaign! Learn more at adcritter.com.

Sara Nay (00:01.592)

Hello and welcome to another episode of the duct tape marketing podcast. This is Sara Nay and today I’m stepping in as host for John Jantsch. And we’re actually doing a ladies takeover of the show because I have Jane McCarthy as my guest. Really excited to talk to you, Jane. Jane is a brand strategist who has worked with clients such as Sweet Tart, Southern California Edison and Pilot Pen. She is the author of the goddess guide to branding.

Helping female entrepreneurs create an abundant and authentic feminine brand. So welcome to the show, Jane.

Jane McCarthy (00:33.144)

Thank you, Sarah, I’m so happy to be here.

Sara Nay (00:36.792)

Well, let’s dive on in. One of the things that I know that you talk about a lot are the concept of goddess archetypes. And so for our listeners today, can you give me an overview as to what are goddess archetypes and how do they relate to brands and in business in general?

Jane McCarthy (00:52.684)

Yeah, so let’s start with archetype. Okay, so many of us are familiar with archetypes from Hollywood movies. Think about the hero of an action film or the outlaw of a Western. The comic who plays that role of giving a little bit of comic relief in a film. We are familiar with these characters. They play

they’re played by different actors, they wear different costumes, but at their essence, it’s a character we know, and that’s what’s considered an archetype. And this concept was developed by Carl Jung, who is one of the famous psychologists, psychoanalysts of the 20th century. And he developed a set of 12 archetypes that can be utilized as like base characters in the human experience. And if you think about,

Star Wars, that was a film that was really based on the knowledge of archetypes from Carl Jung. And in marketing, branding folks started to realize that we can use these characters to create a brand that feels like it has a personality people can actually connect with, a sense of humanity.

And so I, in my career as a brand strategist, and I’ve worked in advertising for over 15 years, have loved using archetypes. And I found that when I get to that central character with a business, we immediately understand the voice. We have a sense of the feel, even the colors and the symbols start to become clear. And so I’ve utilized Carl Jung’s archetypes throughout.

My my journey as as a brand strategist. However, one thing that I noticed is that a lot of those archetypes Tended to toward the masculine. So you have the hero you have the everyman is what it’s called in that system Which is like the guy next door and the explorer and there’s that that’s great but then the more feminine ones were

Jane McCarthy (03:08.556)

the lover and the caregiver. And I thought, wait a second, there are so many variations on the archetypal character from the feminine lens. And that led me to the work of Jean-Chenota Bolin, who is a Jungian analyst. And in the 1980s, she wrote this seminal book called, Goddesses and Every Woman. And she mapped the psyche of women along archetypal lines, utilizing the Greco-Roman goddess system.

Sara Nay (03:11.116)

Hehehe

Jane McCarthy (03:38.624)

and the goddesses. And I thought, this is an amazing source point to bring to branding and to say, let’s look at which goddess energy, if you want a more feminine energy brand, what goddess energy are you? And that’s how I got to the goddess archetypes for branding, which is like Athena, the free, the huntress, or Demeter, the love, the mother, or Maiden Persephone, the goddess of youth and magic and fantasy. And so,

It’s just been really fun to outline these. have eight goddess archetypes that you can utilize to inspire your brand based on this Jungian work.

Sara Nay (04:17.388)

Yeah, that’s great. And so you touch on a few of them, but can you quickly go over what are the eight different architects that you have identified?

Jane McCarthy (04:24.672)

Yeah, so Athena is the goddess of wisdom. She’s very much about education, working within the system to create credibility and legitimacy. She works toward justice. Another example is Hestia the sacred. She was the goddess of the hearth and she’s very much about like light and purity. So I associate her with healing.

And with products that are about wellness and about sacred space and quiet and almost, she’s almost the Zen kind of energy. And then we have Hera. She got a bad rap as being Zeus’s jealous, venomous wife. I think I see her as the regal energy and she’s the goddage of tradition and partnership. She is the queen energy. And…

you know, I rewrote her story a little bit for this book. So those are some examples of the goddesses and how much fun it is to work with mythic archetypes and then think about how that translates into brands today in contemporary life.

Sara Nay (05:40.526)

That’s great. So if someone is listening today and they’re working on their branding and they’re looking for clarity and direction, how would they go about identifying what goddess they might align with as a company?

Jane McCarthy (05:53.164)

Yeah, so if you look at this set of eight archetypes, you’re gonna see that there are dominant gifts that each goddess has. So for example, I mentioned Diana the Free, the goddess of the hunt. So she inspires adventuring, she inspires confidence, she inspires going out beyond the known. And so if you’re a brand that’s about

exploring new territories, then you can look to Diana to inspire you. So it’s a lot about what is the energy that you want to infuse your bandwidth and also the gift that you have. And so then another gift is Venus, the goddess of beauty and pleasure. And so if you’re bringing the energy of like pure joy, recreation,

Playfulness, then you can be a Venus archetype. So it’s thinking about the, you can think about the gifts that you want to bring to your customers through the brand experience. And that will bring you to your archetype, among others. I have a bunch of different exercises, but that’s one.

Sara Nay (07:09.228)

That’s one. It’s interesting to hear you talk through that, especially because I took the assessment that you have available on your website that I found and it identified myself as Diana the free and I’ve been at duct tape marketing for

about 14 years now and people have always looked at us as a marketing firm to be ahead, one step ahead of all the changes and evolution that’s happening in marketing. And so when I got that specific architect type, that aligned very nicely with what I’ve been in the position to do over the last 14 years.

Jane McCarthy (07:40.972)

love that. And I have to admit that I saw your quiz results and I saw that some folks at Duck Tape, a lot of you guys got Diana and I thought, okay, this is a team that’s aligned. And so yes, this is the goddess that is the innovative goddess and is one step ahead of the curve. And by the way, a lot of female founders have Diana as their core archetype. So you’re hitting on something too, which is a brand has

Sara Nay (07:45.004)

Yeah.

Sara Nay (07:53.024)

Yes.

Jane McCarthy (08:10.528)

an archetype, but then your person can have one. And of course, that’s what I took them from. I took them from a young analyst who was talking about people. And so we tend to all have one core archetype that defines our personality. I, for example, am a maiden Persephone. And so I’m all about imagination and feeling into possibility and

fantasy and myth, which actually makes sense for why I ended up doing what I’ve done here. But this can be very informative as we think about our own mission and our own purpose. And then if we are at the heart of our business and we’re the face of our business, like you are the host of this podcast, then who you are is going to inform the energy of the brand, the energy of the business that you’re driving. So who you are and your

Sara Nay (08:47.971)

Yeah.

Jane McCarthy (09:05.536)

your archetype is potentially linked, not always and doesn’t have to be, but potentially very linked to the archetype of your brand.

Sara Nay (09:13.9)

Yeah, that makes a lot of sense. And that’s actually a reason that I was interested in having my team take the assessment as well after I did, because, you know, I think we’ve established duct tape marketing as a brand over the years, but, one of the things that we’re always hiring for when we’re hiring new people are things, people that are up for change and up for a challenge and that want to be seen as leaders. So it wasn’t a surprise that we had.

a bunch of Diana’s on our team because of kind of what we’ve built as a brand and who we’ve hired for. And so I’m just curious in your experience, like this is all really important conversation for building the brand and putting yourself out there and resonating with clients. But in your experience, does it help with, you know, hiring and attracting the right type of candidates to join your team as well?

Jane McCarthy (09:56.226)

Well, I think this is a really intriguing idea. And I don’t have tremendous experience with team building based on archetypes, so I won’t make a objective statement. But I will tell you that I’m really interested in personality types in this whole world, and I have been for some time. And I was up at Esalen in Big Sur taking a workshop on Enneagram types.

Sara Nay (09:59.651)

Yeah.

Sara Nay (10:09.176)

Yeah.

Jane McCarthy (10:22.59)

And the Enneagram, I also mapped the Enneagram to the goddess archetypes and I utilized that system as well. And I remember talking with a guy who is a very successful CEO of a essential oils company. And he told me that when he was hiring, he did an Enneagram personality test on every applicant and he only hired number two, which is called the helper in the Enneagram system.

Sara Nay (10:50.275)

Mm-hmm.

Jane McCarthy (10:51.662)

for people who were gonna be working on the floor in stores. And he was just looking for that natural helping personality to be frontline, because we all know that if you have a brand or a business where you’re interacting with people in real life on the human level, that service experience is essential and you can have the right colors, you can have the right symbols, you can have the right products, but if everything falls down at the service level, that’s a disappointment. So I think…

Sara Nay (10:59.288)

Yeah.

Jane McCarthy (11:21.406)

I saw I saw I’ve had that anecdotal story of somebody who applied personality types to position in company effective.

Sara Nay (11:33.046)

Yeah, we’ve done a number of assessments over the years. So that’s why I was curious in relation to yours. well let’s dive into some, I love hearing about examples like the one you shared there. so, but can you identify any brands that you would say embody one specific type of architect and why and how they identify that.

Jane McCarthy (11:51.822)

Okay, yes, so since we’re talking about Diana the Free, we’ll just continue on that path. I think she’s a goddess, she’s the huntress, she’s running through the wilderness, she has no interest in cocktail parties on Olympus. And if you think about Wonder Woman and the Wonder Woman film from 2017 that was so great, her name is Diana. So this is Diana or the Athena archetype.

Sara Nay (11:55.906)

Yeah.

Jane McCarthy (12:19.694)

I interviewed for the book, The Goddess Guide to Branding, a CEO named Caitlin Bram. And she has started a hard cider company called Yonder, which is based in the Pacific Northwest. And they have a taproom now in Seattle. And then she has distribution throughout the region. And I think eventually she wants to go national. But her brand is called Yonder. And it’s all about the wild and wandering spirit.

of a yonder brand. And if you think about Diana as being this goddess of the wilderness, she has this wild and wandering spirit that’s about, that has to do with yonder. And on her can is a wolf howling at the moon. And she said, I can’t tell you how many people ask me for more merch that has this wolf. They just love this wolf. And so you could think apples, fall festival.

Sara Nay (12:51.331)

Mm-mm.

Sara Nay (13:09.688)

Mm-hmm.

Jane McCarthy (13:16.952)

that it’s not necessarily where you would go with a cider brand, but she went to a wild spirit, a wolf spirit, or in my case, in my book, a Diana spirit, in order to get at this adventuring spirit, first of all, so that people would think about trying something different, because most people are not familiar with hard cider, but also to deal with any issues around, think this cider is gonna be sweet.

Sara Nay (13:29.026)

Yeah.

Jane McCarthy (13:44.642)

Her products aren’t sweet. She focuses on making hard cider that tastes more like a cocktail. And so through her brand story, she combats any naysayers around, this is going to be sickly sweet. I don’t want to try it. So you can see how the wildness energy appeals to people on a visceral level. But then it also helps with tell the product story in a way that will be appealing. And that’s totally Diana. It’s about adventuring forward.

Sara Nay (13:50.701)

Yes.

Sara Nay (14:12.992)

Yeah, great. Can you give me another example? really love hearing, you know, use cases like you just did there. So can you talk through just one more example of a different brand? Yeah. Yeah. Yeah.

Jane McCarthy (14:18.154)

Yeah, yeah, let me talk another one. So I love talking about the women in the book because they’re so awesome and they have, you know, fairly new companies. And so another brand in the book is Alice Mushrooms and Alice Mushrooms makes functional mushroom chocolates. And so people are familiar with functional mushrooms. Some of some people take it in their tea. They put it in smoothies and

These ladies put, these founders put their, Lindsey Goodstein and Charlotte Wasserstein to be specific, put these chocolates, the functional mushrooms in chocolate and then in a beautiful tin that is meant to have, you’re meant to have one square a day. So the mechanism of giving you the functional thing is a delightful treat.

And that was the innovation is they were, sorry, it was Charlotte Cruz. We may have to, maybe I could just retake this. Is this okay? I don’t want to get their names wrong. I’m so sorry. Okay. Okay. So Alice Mushrooms is a functional mushroom chocolate brand and they deliver the goodness of functional mushrooms in a chocolate square.

Sara Nay (15:24.332)

Yeah, yeah, go ahead. Yep, go ahead. Yeah, go ahead. It’s okay.

Jane McCarthy (15:43.22)

And so you can take your daily dose of functional mushrooms through chocolate. And so then what they did with the brand, this is Charlotte Cruz and Lindsey Goodstein, these are the founders. They decided to use what I call a Maiden Persephone archetype. And so they took a functional mushroom chocolate and they made it delightful. They made it the energy of magical, fantastical, Alice in Wonderland world.

And if you go onto their website, when you use your cursor, little stardust follows your cursor. So the whole thing is delightful. And interestingly, in that category, a lot of the functional mushroom products are doing 70s psychedelia. So they really do like, and I love the Grateful Dead, but it’s kind of like tie-dye Grateful Dead energy. And so they completely did something different and they went to

Maiden Persephone energy, the goddess of delights and youth and sweetness. And they created a functional mushroom product that’s very feminine, very elevated. And so they found an archetype really inspired by Alice. And I would think of this as Maiden Persephone that differentiates them in market and appeals to people in a wholly different way compared to having a functional mushroom tea.

Sara Nay (17:10.488)

I love it. Thanks for sharing both of those examples. I’m gonna have to go check out their website and see the fairy dust. Now you intrigued me. My next question to you is let’s say someone’s listening today and they just overall like feel like their branding is tired. needs a do over, it needs a relook. How would you encourage them to approach this whole topic and just brand strategy in general?

Jane McCarthy (17:32.994)

Yeah, so I think this is a really intriguing thing to take on because what I want to caution is you never want to walk away too quickly from something that you’re known for. It takes time to establish credibility, legitimacy, and connection with customers. That takes a lot of time. So if you’ve been in market,

First, you want to look at what people love about you and really savor that and make sure that you build on that in a fresh way rather than throwing everything out. I’m always cautioning against a full reboot and I think an evolution and the word evolution is nice. And so then thinking about what people love about you and then what is the credible impact you can have on their life.

starting from there, I would then say, look to the archetype who delivers that and get really rooted in the meaning that you bring, get really clear about it, and then come up with all kinds of fun ways to do things new and different. That’s in the creative expression, right? That’s in the tactical imagination. But strategy-wise, don’t be too quick to walk away from what you’ve developed. Figure out what’s best.

about what you do, what people love about you, and then amplify that. And if you get the book, you can figure out which archetype you are. And I have a system for thinking about how to evolve. But that’s my big suggestion is don’t be too quick to walk away from what people love. Instead, come up with fresh ways to deliver on that.

Sara Nay (19:22.754)

That’s great. And one last question I was going to go to today. So I’m glad that you mentioned your book there. What can people expect if they do grab a copy of your book? What are they going to learn? Obviously learning what archetype makes the most sense for them, but what else can they get out of that book?

Jane McCarthy (19:37.472)

Yes, so figuring out your archetype is the first step. And in a lot of ways, it can unlock other keys to what I call your brand blueprint. But in the book, I walk you through this full set of exercises to get you to a complete brand blueprint. so for me, that’s not just the archetype, but we also share how you figure out the heart of your brand. So what is that core motivation, that driving energy,

Many of us who are into marketing are familiar with Simon Sinek’s idea of why, like why you’re doing this and what is that raw passion behind your business? So we get clear on that. And then the, what I call the gift. So what is the central emotion that you want your brand to help amplify in people? And so what is the takeaway feeling that they have?

after they’ve had an experience with your brand. So we wanna get clear on, once you know the feeling you wanna give people, you can come up with a million different ways of delivering on that feeling. But we wanna figure out what is that positive impact you wanna make at an emotional level. And then the style piece, which I think of both the iconic elements of your brand, so your colors, your symbols, the words, the voice, those are things that are true threat over time. And then we have a couple of…

exercises to start to think about how you then live that brand day by day, that brand identity day by day in terms of the dynamic actions. So what’s happening this month in the social media calendar, et cetera. So you leave with a complete brand blueprint that I think boils down the essentials of what makes a brand identity.

Sara Nay (21:26.582)

Yeah, that’s great. And a lot of those components are elements that John and I have been talking about the importance of marketing right now with everything that’s evolving. Like it’s becoming more and more important to connect with your clients on an emotional level and to tell the story of why and to represent the brand in a positive light. Like those things are gaining importance in marketing. So I’m glad that you touch on all of those in the book. If anyone wants to connect with you online, where can they find you Jane?

Jane McCarthy (21:53.464)

So I have a website, goddessoffice.com, and then I’m also on Substack, goddessoffice.substack.com, and I would love for you to reach out.

Sara Nay (22:04.438)

Awesome. Thanks so much for being on the show, Jane. really loved learning from you and speaking with you and thank you everyone for listening to the duct tape marketing podcast. We’ll see you next time.

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Weekend Favs February 15th written by John Jantsch read more at Duct Tape Marketing

My weekend blog post routine includes posting links to a handful of tools or great content I ran across during the week.

I don’t go into depth about the finds, but I encourage you to check them out if they sound interesting. The photo in the post is a favorite for the week from an online source or one I took on the road.

  • Atomic Elevator offers EllaAi, an AI-driven marketing strategy platform that assists businesses and marketing professionals in developing comprehensive strategies, creating content, and optimizing campaigns through proven frameworks and data-driven insights.
  • Franzy is an AI-powered platform that matches aspiring franchisees with the right opportunities based on their goals.
  • AddEvent is a tool that facilitates event sharing and calendar management, allowing users to create events and provide “add to calendar” links for easy scheduling.

These are my weekend favs; I would love to hear about some of yours – Connect with me on Linkedin!

If you want to check out more Weekend Favs you can find them here.

Hello and welcome to The GTM Newsletter by GTMnow – read by 50,000+ to scale their companies and careers. GTMnow shares insight around the go-to-market strategies responsible for explosive company growth. GTMnow highlights the strategies, along with the stories from the top 1% of GTM executives, VCs, and founders behind these strategies and companies.


Last week, we could finally announce our second venture fund: GTMfund II. The news was picked up by TechCrunch, BetaKit, and many others.
Our initial target fund size was $50 million, and despite one of the most challenging fundraising environments for both funds and startups in recent history, we surpassed that goal, closing at $54 million.

Raising a fund, securing capital for a startup, or even selling into the enterprise all share a common foundation: relationship-driven sales.

Given how tough this market is, I figured it would be valuable to break down exactly how we did it.
At its core fundraising or selling comes down to three key priorities:

  1. Building your network
  2. Providing value to that network
  3. Turning that value into pipeline

Anyway, let’s get into it.

The context

The background of Fund I

GTMfund’s first fund was a $22 million fund primarily backed by Operator Limited Partners (LPs).

Limited Partners: A partner in a company or venture who receives limited profits from the business and whose liability toward its debts is legally limited to the extent of his or her investment. For the purpose of this breakdown, I’ll use “Operator investor” synonymously.

Most of these LPs were C-Suite revenue leaders that Max Altschuler (GTMfund GP) and I had known for years so there was already a foundation of trust. You could think of this similar to a “friends and family round” or “founder-led selling” because these people already knew, respected and trusted us. While it wasn’t easy, many conversations moved quickly because tthey were primarily evaluating us based on: Our past accomplishments, Max’s angel investing track record, and their personal experiences with us.

These 300+ Operator investors became the core of our fund – our “product”. Calling close friends a “product” feels strange, but it’s true. What we had built was an ecosystem where knowledge and access flow from our Operator investors to our founders and their respective executive teams. And with all humility, it’s a damn good product.

Without their early support, we would not have had the same access to top tier software deals, the right to win competitive investments, and the ability to positively affect the outcomes of our companies once we invested. We are forever indebted to our early Operator investors. No matter how big we get, they will always get first right of refusal for investing in future funds.

That said, taking GTMfund to the next level required more capital. In order to raise 50M+, we needed to attract “institutional investors.”

Institutional Investor: A large organization, such as a bank, venture FoF, a large family office, pension fund, labor union, or insurance company, that makes substantial investments on the public and private markets. For the purpose of this breakdown, I’ll use “Institutional investor” synonymously.

Another way to think of this is that we were moving from selling to SMBs to selling into the Enterprise.

The challenge for raising Fund II

The problem? We spent our careers as operators, so our network naturally consisted of other operators and some venture capital connections from the companies we had previously been involved with. When it came to raising from larger institutional investors, we were navigating unfamiliar territory. This world can feel like a black box, where people keep their cards and connections very close to their chest.

The other major hurdle? You cannot openly market or solicit the fact that you are raising a fund.
Huh? So you’re telling me that I have to sell something that I’m not allowed to tell anybody about unless they specifically show interest first?

Max and I have always leaned heavily on marketing and media to drive outsized results. But this time, that tool was off the table.

The 7 steps we took to fundraise $50M+

Step 1: Clearly identify your strategy and unique differentiator

In the early days between Fund I and Fund II, we explored several different investing strategies. Thanks to our early success, we were fortunate to have access to many different opportunities. But looking back, this actually hurt us.

Just like in Enterprise Sales, you often get one shot with your prospect (or in this case, an investor). If you do not have your story or strategy completely buttoned-up,you’re dead in the water.

Early on in a startup, it’s okay if the vision isn’t fully fleshed out before bringing on design partners or early customers. But if you’re selling a fund (or an enterprise deal), you’re selling a strategy and a solution that (ideally) the market does not yet have. You need to be crystal clear on what what you are, what you aren’t, and why you need to exist.

The big learning:

It’s one thing to talk about your “differentiator,” it’s another to show it.
One of our differentiators is go-to-market (GTM) support, so we offered that edge to investors in our pipeline. Did they have their own portfolio companies struggling with GTM? Well, let’s go and help them. This was common, and is now supported by data that shows that GTM is the number one worry and priority for founders.

Another major differentiator?

Our built-in distribution through our media company, GTMnow (shoutout to our VP of Marketing, Sophie Buonassisi!). Do they want to get their firm more exposure in the startup ecosystem? Awesome, let’s plug them into our media channels.

Step 2: Build a hyper-targeted list of potential investors

In other words, you need to define your ICP. Trying to broadly go after “institutional investors” is like saying we’re targeting the “enterprise market”.

If you’re everything to everyone, you’re nothing to nobody.

Institutional investors broadly fall into six buckets, which have slightly different objectives from their investment strategy.

Knowing what they want, you then need to have some really honest conversations with your team to understand who you serve best at this point in time.

For us, it was UWHNI, Funds of Funds, Venture Firms and Family Offices so that’s where we focused our efforts.

The actual list building process was difficult. It’s not as simple as buying a data provider license as many of these investors have a purposely low profile online and, quite frankly, don’t want to be found.

Our efforts required good old fashioned: Digging through Google, hounding our network, leveraging ChatGPT, monitoring X (Twitter), setting up Google alerts, and lots of LinkedIn sleuthing.

The big learning:

The best way to identify which investors are actually serious about deploying capital into “funds like you” is to talk to a lot of other “funds like you.” Some of the most valuable time I spent was with other Partners at similarly sized VC firms, swapping notes on different LPs. If a LP sounded promising, we would add them to the list or ask for an introduction.

I compare this to a Strategic Account Executive at a tech company: They will often connect with other Strategic AEs at non-competing companies with an overlapping ICP. Together, they can trade insights on their target accounts, priorities, and uncover net new opportunities.

Step 3: Warm introduction mapping

Ok, so the story and strategy are nailed and a list of high-potential investors is built. Now comes the hard part – getting in front of them.

We tried it all:

  • Buying a sales engagement platform and testing different messaging to book meetings. Since, we couldn’t openly say we were fundraising, the CTA had to be vague, which led to very low conversion rates.
  • Hiring an outsourced business development agency because we thought maybe our volume was just too low. Again, conversion was dismal.
  • Sending hundreds of connection requests on LinkedIn and X and trying to build relationships there. It worked to some extent, but clearly wasn’t going to get us to our target number.
  • Attending GP/LP introduction events – the high-ticket conferences designed to match investors and fund managers. I’m sure these work for some people, but for us, the power dynamics felt off from the start, and it often felt like we were starting these relationships on the back foot (Paul Irving and I even flew all the way to Hong Kong for a trade mission…).

For a few months, it felt like we were trying to scale an impenetrable wall.

The breakthrough

One thing became clear: Whenever we received a warm introduction from an existing LP, one of our founders or a friend of the fund, the meeting went extremely well and our conversion rate would be 10x.

We needed to find a way to scale our warm introductions.

Assisted by tools like Cabal, Sales Navigator, and way too many Google Sheets, we started to map out the different connection points we had with investors that were on that list.

We then prioritized those connection points based on the strength of relationship we had with that connection and the strength of the connection we believed they might have with that investor. Then we re-prioritized the list based on where we had the strongest in-roads into.

Then, I focused all of my fundraising time on three pillars:

1. Building up our network

This could mean hosting dinners and events, inviting guests onto The GTM Podcast, asking someone to contribute to this newsletter, interacting with others on social media, or showing up thoughtfully in other communities. The goal was to increase the surface area for warm introductions.

2. Providing value to that network

Everyone defines value differently, and the key was figuring out what mattered to each person. For some, it was introductions to peers. For others, it was connections to target accounts, sharing deal flow, or helping them fundraise. The rule of thumb was simple: five “gives” before ever making an “ask.”

3. Turning that value into pipeline

If you’ve genuinely provided value, people will usually become curious about your world. They’ll start asking questions that naturally lead to a commercial discussion. If not, by this point, you’ve earned the right to make the ask. So just ask.

When I was in fundraising mode, if an activity didn’t fit into one of these three pillars, I was likely just spinning my wheels.

The big learning:

Whether selling a fund, a service, or a product, we tend to over-index on the first and last pillar – building a network and then trying to turn that network into pipeline – while spending the least amount of time on the second, which is actually the most important.

Too often, we try to convert before we’ve earned the right to do so. The trust hasn’t been built yet. I’ve come to believe that the majority of time should be spent on pillar two: providing value.

It’s easier said than done because this part of the process doesn’t always feel like selling or fundraising. And when pressure is high, whether it’s a final close deadline or EOQ approaching, it’s the first thing to go. But ignoring it is a mistake. You have to learn to shut out the noise.

Maybe the value add doesn’t immediately move someone to the next step in your sales cycle, but it builds trust. And I agree with Benioff here:

Trust is the currency of business. No money changes hands without it.

At the end of the day, we’re all in the trust-building game.

Step 4: Nail the first meeting and follow up

Nail the first meeting

Skip the deck. Be curious. Have a real conversation.

This applies to Partners raising a fund, Founders raising capital (asterisk on this one as running through a few slides can be helpful when demonstrating a complex concept), and Enterprise sellers alike – nobody wants to sit through a slide-by-slide, canned pitch.

Send the deck ahead of time. It should tell the story on its own. Your job in the meeting is to tailor the conversation to the specific person you’re speaking with.

Like any good first meeting, the first half should be spent understanding their goals (both personal and firm-wide) and why they took the meeting in the first place.

For us, this meant digging into the history of the firm, their investment strategies, what’s been working for them, what they’re seeing in the market, whether they’ve invested in funds like ours before and where they see future opportunities.

Based on that, we would tell our story, spending more time on what they actually care about and cutting out the rest. Of course, leaving plenty of time for questions and next steps.

The data room and follow up

If the call goes well, typically they will ask for access to your data room.
For any first time managers out there, here is what we included in our initial data room:

  • A welcome video from our General Partner, Max
  • Our GTMfund II deck
  • Our fund model
  • Fund II deal breakdown – portfolio analysis
  • GTMfund Fund I metrics
  • Fund I portfolio companies
  • Fund II portfolio companies
  • Our GTMfund network

Everything should be up to date with the latest metrics so that you can follow up within 24 hours and ideally within the same business day. If they have bespoke requests, highlight those front and center in your follow-up email for easy access.

We used DocSend to track engagement because you can see who interacted with what, and for how long. This was a really helpful signal for identifying who was actually leaning in.

Finally, you’re going to have multiple versions of your data room.

The list above was our starting point, but we created custom data rooms for each institutional investor, adding new documents, analysis, and updates as we built them.

These custom data rooms took time and effort, so we never let that work go to waste. If one institutional investor had a question that led to a thoughtful multi-page response or analysis, we’d repackage and proactively send it to others in our pipeline.

It became a great excuse to re-engage with LPs.

For example:

“Jesse – we put together this exit scenario analysis for the fund and thought you might find it interesting. Just added it to your data room and included it here. Let’s catch up soon.”

You’re constantly creating new proof points, new ammo for your data room. Make sure you’re leveraging all of it.

The big learning:

Many of these are all basic ‘sales best practices.’ Never cut corners on the basics, they are timeless fundamentals for a reason. Your process is a reflection of your product (fund). Every touch point is an opportunity to see how you and your team operate.

Step 5: The Diligence Process

Once a firm is seriously leaning in, they will put you through their “diligence process,” which can vary widely. Some can take 5 days, some can take 12 months.

Inevitably, there will be documents, reports, and analyses that, as an emerging fund, you won’t have on hand. But speed matters in this game. That often means late nights and weekend work to get them what they need as quickly as possible. (Shoutout to my Partner and Platform Director, Paul Irving, who carried the brunt of this).

I can tell you firsthand that hundreds and hundreds of hours went into a single diligence process to close one of our largest LPs.

Venture is a 10+ year partnership, so beyond the actual documents, investors are assessing your commitment, attention to detail, and ability to execute under pressure. That level of rigor and responsiveness de-risks you as a long-term partner.

How you do anything, is how you do everything.

Oh, and if you’re not ready to jump on a plane within 24 hours to meet them in person, you’re going to struggle. Shoutout to Max Altschuler for dropping everything and flying across the country multiple times to seal the deal.

The big learning:

Just like when we make an investment, we go through what’s called an Investment Committee (IC).

Investment Committee (IC): The governing body within a VC firm that evaluates and approves investment decisions before deploying capital into startups. The IC plays a critical role in portfolio construction, risk management, and capital allocation to ensure alignment with the fund’s strategy and LP expectations.

In other words, it’s a very important meeting (sometimes multiple meetings) where they decide whether or not to invest, based on everything they’ve learned through diligence.

Being on the other side of it, I now understand just how much work goes into putting together a deal memo, aggregating due diligence, and making the case for investment.

These investors are busy people, so you need to do as much of the work for them as possible.
We spent weeks creating a whitepaper that preemptively addressed every question we thought might come up in their IC meeting, so they walked in feeling fully prepared.

People have a lot going on, so reduce as much friction as you can.

One final note: Due diligence often means a lot of spreadsheets and numbers. Wherever possible, offer up founder and existing investor references. Those conversations bring the data to life.

At the end of the day, this is a relationship business.

Step 6: Staying top of mind and controlling the controllable

One of the most frustrating parts of raising capital was dealing with the uncontrollable – market conditions, deployment cycles, and timing misalignment.

There were plenty of times when we had multiple great conversations, everything looked promising, and then we’d hear that the timing wasn’t right.

Some common scenarios:

  • An institutional investor was also raising capital, and their first close wouldn’t happen before our final close.
  • They were already overweighted in their venture allocation for the year.
  • They were at the end of their deployment cycle, with the rest of their capital already committed elsewhere.

Whether it was the truth or just an objection, the “right place, wrong time” response is always tricky. It’s not a definite no, but it’s not moving forward either—so you’re forced into a balancing act of staying top of mind without coming across as overly needy.

I’m sure this sounds very familiar to sales reps and leaders reading this.

I tried to reframe these situations as simply buying more time to showcase who we are and why they should partner with us.

Never follow up just for the sake of following up.

This is when you go back to pillar two: providing value to your network.

If they’re looking for more direct access, send them a hot deal.
If they’re fundraising themselves, offer to make some introductions.
If they want market insights, share your latest thesis on a key vertical.
If they want to build their network in venture, invite them to a founder dinner you’re hosting.

Increase the value, increase the likelihood of conversion.

The big learning:

Treat people as if they are already a partner, and they’re much more likely to become one.

We send out detailed LP updates for our existing investors, so anytime we had someone in the pipeline, we made sure they were added to that distribution list.

This became a natural monthly touchpoint. It would spark curiosity, drive conversations, and keep us top of mind without forcing it.

Step 7: Building momentum and leveraging FOMO

Just like end-of-quarter in sales, when raising a fund, a large portion of capital typically comes in as you approach Final Close.

Final Close: The last fundraising milestone of a venture capital (VC) fund, after which no new Limited Partners (LPs) can commit capital to that specific fund. Once the final close occurs, the fund is officially closed to new investors, and the VC firm shifts focus entirely to deploying capital.

As you get closer, new conversations should slow down (for the most part), and your focus should shift entirely to converting the pipeline you’ve built. And you better have enough pipeline coverage to backfill anyone who won’t be ready in time.

A few months out, you should have a steady wave of positive data points to share with the investors in your pipeline. A new mark-up like Writer? New investors like HarbourVest?

The wave of momentum should be at its peak, and you want that to be felt across the board. This is the time to go all in.

At this stage, the mindset shifts from “providing value” to “driving towards a clear yes or no.”

This doesn’t mean burning bridges. Venture is a long-term game, and relationships matter. But at this point, both sides should be fully aware that the deadline is approaching.

You need to clarify where things stand. Is it a green light or a red light?

Time is not working in your favor, and prioritizing high-likelihood investors is critical when the shot clock is ticking. And even if it’s a red light, at least you understand why and can lay the foundation for future partnership opportunities.

One tactic that worked well when an investor went dark on us was backchanneling. Getting someone in their network to check in on our behalf often reignited stalled conversations.

The big learning:

In any fundraising or sales process, FOMO is real—and for better or worse, you should lean into it.

We all like to believe decisions are made rationally, but in reality, we’re all influenced by the people around us and the people we aspire to be like.

But here’s the key: you can’t manufacture FOMO on your own.

That feeling needs to be created by the people already invested in you—your founders, existing investors, or customers.

In other words, social proof creates FOMO.

Those voices are your most powerful tools, and your job is simply to amplify them.

That’s more or less the story. I hope that was valuable, or at the very least, an interesting read.

Over the past 18 months, I’ve sat through 400+ meetings, taken 43 flights, and spent countless nights stressing over hitting our fundraising goal. If nothing else, writing this out was a cathartic way to get some of the journey and lessons out of my head and onto digital paper.

Fundraising is a team sport, and none of this would have come together without the support of an incredible team, our operators/community, our founders, and hundreds of individuals who went out of their way to support us. Special shoutout to my friend Jason Demant at Foundation Capital for being an incredible partner who went above and beyond countless times.

Fundraising is hard.
Building a company is hard.
Selling is hard.
Hitting your number is hard.

And if you’re feeling stuck reading this, I see you.

During the tough moments, I often came back to this Charlie Munger quote:

“To get what you want, you have to deserve what you want.”

Put yourself in a position to deserve it. If you focus on the right actions every day, control the inputs, and manage the controllable, the universe will start to conspire in your favor.

Sometimes, it just needs a little time to catch up.

—Scott Barker

P.S. If you’re an operator looking for more investment-related material, check out our upcoming digital live event on angel investing.


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👂 More for your eardrums

Jordan Crawford is an AI innovator, the Founder of Blueprint, and one of the top go-to-market engineers working today.

This was a unique episode! It was super tactical and took a “show don’t tell” approach, with Jordan sharing his screen going through step-by-step how to prompt ChatGPT. Highly recommend watching on YouTube for this reason.

Jordan explains how to use AI tools like ChatGPT, Deep Research, and Claude to create your own AI workflow for prospecting accounts and creating highly targeted and extremely valuable messages for target decision-makers. Jordan also shares the prompts and processes he uses when researching target accounts, messaging buyers, and driving revenue.

GTM 133: Build your AI Outbound Machine with ChatGPT

Listen on Apple, Spotify, YouTube, or wherever you get your podcasts by searching “The GTM Podcast.”


🚀 Startup to watch

Houseware – just got acquired by LaunchDarkly. By joining forces, Houseware is bringing warehouse-native product analytics to a world-class platform used by over 5,500 enterprises including a quarter of the Fortune 500.

Tofu – announced a $12M Series A round. Tofu is working on cutting martech bloat, and this new capital will further these efforts and overall mission to build a unified AI platform for GTM teams.

Create – launched newly built in Postgres databases (powered by Neon) to make it even easier to go from “Text to App.” This enables impact to scale to millions of users. It might just be the fastest way to go from idea to full stack app on the planet.


👀 More for your eyeballs

Zero to $500M with Meka Asonye. This is the first part of a monthly series on the First Round Capital Review, called 0-$5M. Think of it as the early GTM brain trust you wish you had on speed dial.

Peter Walker of Carta’s playbook on how to create viral data storytelling. His posts on LinkedIn get thousands of likes and hundreds of comments and reposts. He pulls back the curtain on his playbook and how to run a successful data-driven content strategy.

Being CMO Under Marc Benioff of Salesforce. Plus, the “Innovator’s Dilemma,” how pricing strategies are changing for AI products, and the impact of AI SDRs on pipeline.


🔥 Hottest GTM jobs of the week

  1. Founding Account Exective – New Product at Gorgias (Toronto)
  2. GTM Enablement Manager, Sales Development at Vanta (Hybrid – SF)
  3. Growth Marketer at Tavus (Hybrid – SF)
  4. Senior Manager, Demand Generation at Hone (Remote)
  5. VP, Brand at Writer (Hybrid – SF)

See more top GTM jobs on the GTMfund Job Board.

If you’re looking to scale your sales and marketing teams with top talent, we couldn’t recommend our partner Pursuit more. We work closely together to be able to provide the top go-to-market talent for companies on a non-retainer basis.


📹 Upcoming digital live event

Angel Investing: On February 26th (and available on-demand exclusively for registrants), seasoned operator-investors will share how they got started, how they source and evaluate opportunities, what they’ve learned from their best (and toughest) investments, and more.

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🗓 GTM industry events

Upcoming go-to-market events you won’t want to miss:

  • The GTM Workshop for AI Founders (GTMfund event): March 25, 2025 (San Francisco, CA) – private registration
  • GTMfund Dinner: March 25, 2025 (San Francisco, CA) – private registration
  • More GTMfund events TBA
  • Spryng by Wynter: March 24-26, 2025 (Austin, TX)
  • Pavilion CMO Summit: April 17, 2025 (Atlanta, GA)
  • Web Summit: May 27-30, 2025 (Vancouver, CAN)
  • Pavilion CRO Summit: June 3, 2025 (Denver, CO)
  • SaaStr Annual: September 10-12 (San Francisco, CA)
  • Pavilion GTM Summit: September 23-25, 2025 (Dallas, TX)

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This newsletter was entirely written and edited by Sophie Buonassisi and Scott Barker (not AI!).

The post How To Fundraise in The Toughest Market in Two Decades (i.e., Relationship Selling 101). appeared first on GTMnow.

Why Storytelling is the Most Powerful Business Skill (and How to Master It) written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with Mike Ganino

In this episode of the Duct Tape Marketing Podcast, I interviewed Mike Ganino, a keynote speaker, storytelling expert, and the author of Make a Scene. Mike has helped shape viral TEDx talks, launch bestselling books, and coach leaders at Disney, Netflix, and Adobe to become dynamic, magnetic performers.

During our conversation, Mike shared why storytelling is not just a tool but a fundamental business skill that can transform public speaking, business communication, and leadership. He emphasized that while many professionals understand the importance of storytelling, few know how to craft engaging narratives that captivate audiences. By focusing on stage presence, storytelling techniques, and audience engagement, business leaders, marketers, and speakers can elevate their executive communication and brand storytelling to drive deeper connections and influence.

Mike Ganino’s insights prove that mastering storytelling techniques isn’t just for keynote speakers—it’s an essential skill for anyone in business communication, executive leadership, and brand storytelling. By refining public speaking tips, presentation skills, and speaker coaching, professionals can become more persuasive, engaging, and memorable in any business setting.

Key Takeaways:

  • Storytelling is a Business Superpower – Whether in public speaking, marketing, or leadership, compelling stories create emotional connections and make ideas memorable.
  • Start with a Scene – Great stories don’t always begin at the beginning. Mike advises speakers to drop the audience into a scene to create instant engagement.
  • Performance Matters – Beyond words, stage presence, voice modulation, and body language are key factors in delivering a powerful message.
  • Mastering Public Speaking – Effective speakers understand how to use storytelling frameworks to enhance presentation skills and keep audiences engaged.
  • Storytelling in Leadership Communication – Executives can use storytelling to inspire teams, navigate change, and build trust, making it a critical tool for business storytelling.
  • Practice in Low-Stakes Settings – Before taking the stage, hone your storytelling skills in meetings, presentations, and marketing content to build confidence and clarity.

Chapters:

  • [00:09] Introducing Mike Ganino
  • [00:57] Why is Storytelling a Hot Topic?
  • [02:09] What Draws Us to Storytelling?
  • [03:29] What Does Make a Scene Mean?
  • [05:44] Are There Any Rules to Storytelling?
  • [07:15] What if You’re Not Good at Storytelling?
  • [09:12] Benefits of Being a Good Storyteller
  • [12:45] Performance in Storytelling
  • [15:32] How to Get Better at Storytelling
  • [17:31] Do Different Platforms Need Different Approaches?

More About Mike Ganino: 

John Jantsch (00:00.855)

Hello and welcome to another episode of the Duck Tape Marketing Podcast. This is John Jantsch. My guest today is Mike Ganino. He’s a creative force behind some of the world’s most compelling speakers and thought leaders. As a keynote director, he’s helped shape viral TEDx talks, launch bestselling books, and transform leaders at Disney, Netflix, and Adobe into magnetic performers.

He’s the author of the number one international bestseller we’re going to talk about today, Make a Scene, storytelling stage presence and the art of being unforgettable in every spotlight. So Mike, welcome to the show.

Mike Ganino (00:35.234)

Thanks, thanks for having me.

John Jantsch (00:37.175)

So do magnetic people like stick to stuff?

Mike Ganino (00:39.852)

Yeah, yeah, yeah, they just walk around and like they attach themselves to like warehouses and cars and it’s a good life.

John Jantsch (00:45.015)

I’m sorry, I couldn’t help myself. That was terrible. All right. So storytelling hot topic. I bet you now we’re only one month into the year, but I know I’ve done at least one other show on storytelling. So two things. Why do you think so? And it’s such a hot topic. And, and I suppose the follow-up to that is like, what are you bringing that’s different?

Mike Ganino (01:08.686)

It’s such a hot topic because like it fundamentally makes sense. We get it. see, you know, storytellers, whether we’re watching someone on stage or we’re watching a movie, we’re watching a play, we’re reading fiction, we get that storytelling does something to us. And I think that there’s an element of it that the reason why it’s this kind of like, it’s coming up and it’s coming up again and it’s coming up again is because so much of the education around it out there focuses on the fact that like storytelling is important.

you should be storytelling, everyone has a story, but not very many people are actually saying, how do you make a story interesting? Where do you actually start? And for me, that’s what I hope I’m bringing that’s not new, but is definitely different than, know, and I have so many of the books on like the psychology of it, the neuroscience of it, the history of it, but like, how do you actually, what’s the first thing out of your mouth? There’s not a lot of great resources on that.

John Jantsch (01:43.233)

Yeah. Yeah.

John Jantsch (01:55.212)

Yeah.

John Jantsch (02:01.781)

Yeah. You know what I’m always fascinated with? I read a lot of stuff, probably verges on anthropology. And you know, that storytelling was it. Like that’s where it started. Right? I mean, that was the only way to communicate necessarily. And you, you told stories to stay out of being eaten. You told stories, you know, where the food was, you told stories about, know, who not to trust on the road. you know, is, is that sort of in our DNA kind of why you think storytelling, you know,

part of what makes storytelling so natural.

Mike Ganino (02:34.49)

I so. mean, I think, and I think there’s probably plenty of books out there that talk about that exact thing of like, is by, but, we are like wired. Like in a make a scene, wrote about how so much that we could be learning about how to tell more effective stories is about how to trigger a dopamine response from the audience in that anticipation of reward in your story. And so I don’t know our, our, you know, body chemicals respond to wanting to know what happens next and needing a solution. It’s like,

when you sit down and you watch an episode of Law and Order SVU and your brain, even though you’ve maybe seen it 27 times, you’re just like, ooh, I’ve got to watch this episode again, because we want to know what happens next. We want to understand and feel that. And so, yeah, I think it’s somewhere in there.

John Jantsch (03:17.879)

And then six hours later, you’re like, I better go do something else. So it’s in the title, Make a Scene. So, you know, what do you mean by that? Other than it, you know, cleverly works with the basis of storytelling as a scene, right? But there’s also you can also interpret that as, you know, somebody is making a scene, you know, in a maybe not altogether positive way. So where are you trying to what line are you trying to strap?

Mike Ganino (03:47.73)

I think both, you the idea was that it had that double meaning that often my storytelling advice for people is start in a scene. A lot of times what we hear, we hear this bad advice again of like, start at the beginning. And it’s like, well, maybe not, maybe we don’t need to start at the beginning or we’ll hear that we need lots of exposition or a great story, you know, has X, Y, Z in it. And most of the time, my advice to people is, can you just make a scene for me? Like if I’m the director of this film that you’re creating,

What would I put in front of the camera? And if the first thing out of your mouth doesn’t help me decide what I would film, then we’re probably in summary and not in story yet. So make a scene is literally my storytelling advice. And then secondarily, I just think there’s so many people that have read so many books about all the things they shouldn’t do when public speaking or going on video, get rid of your isms and change the way you sound and try to sound deeper, try to sound less shrill. Don’t move your hands too much.

get rid of all of your ums, that I thought, what if we just had a book that was like, all of that can actually be quite effective. And when we see someone do it who is effective, we don’t worry about how many times they said at all.

John Jantsch (04:52.595)

F

John Jantsch (04:59.511)

Yeah, I saw somebody that I think was one of the most impactful talks I’ve heard. And he leaned against the podium most of the time. But there was something about it worked for him. Yeah, yeah.

Mike Ganino (05:14.872)

breaks all the rules. In the book I wrote about Monica Lewinsky when she did her TED talk several years ago, she’s one of the only people ever in the history of that to have a podium in front of her on the red dot. But it was a device. And at the end, she stepped out from behind it as like taking back her identity. And so that even is don’t stand behind a podium. No one at TED is allowed to stand behind a podium, except you can sometimes if you know how to break the rule.

John Jantsch (05:27.084)

Yeah.

John Jantsch (05:39.223)

Yeah. So this is dangerous. Is there a definition of great story or great storytelling? Is there a framework? there rules? is there, you got to have this and this and this. mean, that was about eight questions. So take it anywhere you want, but.

Mike Ganino (05:55.654)

I think the ultimate measurement of a story, and this is why even in the book, I don’t go through all of these, like, here’s the one framework you need, because you could find 20 examples of that not working. And I think so many people have lost themselves trying to do the like, I need to tell a hero’s journey. And then all of a sudden you’re like lost in the dark soul of your night and you don’t know where you are or what side, and you’re like, I just wanted to tell them. But Yoda’s there, I think.

John Jantsch (06:18.113)

But Yoda shows up at least. mean so…

Mike Ganino (06:21.058)

goodness, know, Dios y machina, he’s gonna save us. But I think that, again, all of the, can the frameworks work? Sure. But I’ve got 30 books on screenplay writing over here. And if all of the frameworks worked, every single movie would be a runaway hit. It’s not. I think the measurement of story is, is the pacing correct? That the audience is kind of like, wants to know what happens next, that they’re never saying, maybe they’re saying to themselves,

I can’t wait to see where this is going versus where is this going? You want the first version not the second. Does it cause an emotional response? Do they hate things? Do they love things? Do they feel things? I think those are ultimately the measurements. And when we start to look at storytelling and measure, did you have five acts? Did you have seven beats? Did you have this? We’re measuring the wrong thing instead of measuring what was the audience’s feeling from what they had. Did it do its job?

John Jantsch (06:53.047)

Yeah.

John Jantsch (07:11.777)

Yeah.

John Jantsch (07:18.561)

So I’m not sure if you work with these people, but there are certainly people out there probably listening who say, I’m just not good at story or I’m not as natural born story. Cause you, we’ve all met somebody you’re like that could talk all day long, you know, tell stories from their youth, you know, all day long. But a lot of people just, just really hesitate. I mean, it’s the same with getting on stage period, but you know, when you, when, somebody says I’m not a good storyteller, what do you do with that person?

Mike Ganino (07:30.422)

Yeah

Mike Ganino (07:46.402)

I generally ask them questions. Like when I have a client who says, I’m not a good storyteller. Like when I work with a lot of executives who are going to have to go out and speak to their company or speak at a convention or conference. And they’ve been sent to me usually by their like chief communications officer to say, help them be less boring. And I say, great, tell me some stories. I’m not a good storyteller. I just stick to the facts. My general thing is great. So the thing that you just told me, you just told me that AI is a great solution for small businesses. How do you know that to be true?

Where have you seen that to be true? I ask questions like that that are like, show me some of your personal experience with it. And that almost always gets them to be able to tell a story. Now, we need to shape it. We need to kind of clean it up a little bit, but it gets them to realize that they actually can tell stories. The issue is that they’re measuring themselves against like Steven Spielberg or Mel Robbins or something like that. And it’s like, we don’t have to all have the story of an astronaut who was in space. We can have just a, happened on a Tuesday story.

John Jantsch (08:24.171)

Yeah,

John Jantsch (08:30.806)

Yeah.

Mike Ganino (08:44.61)

that is a metaphor or just an example, if you know how to tell it. And usually that’s my way in with people who say, I’m not a storyteller. say, cool, no problem. That’s certainly a strange job to have anyway. Like there’s not a lot of people who get paid well being a storyteller. So don’t worry about that. But can you tell me how you know the thing that you just said is true? When did you see that? How’d you learn it? And we started locking stories out.

John Jantsch (09:05.929)

a little Byron Katie. I don’t know if you’re familiar with her work, but, but it the essence of that. Can you know that that’s true? Yeah, that’s so, so, you know, a lot of people naturally think, especially you work with speakers who are on stages, but storytelling is a part of life, right? It’s a story of, it’s certainly a part of a lot of elements of business. So, you know, how do you get somebody to start realizing that?

Mike Ganino (09:08.278)

Yes. Yeah, the questions, right? Like, how do you know that to be true? I’ve read that book.

John Jantsch (09:34.251)

They don’t have to want to be a paid speaker to be better at storytelling.

Mike Ganino (09:38.862)

It’s really that idea of if you’re, I think there’s very few people whose job is not to communicate with others and very few people whose job is not to get others to see something the way they want them to see it. And that doesn’t mean it has to be some persuasive, like you’ll change your mind, but like, I just want you to understand the situation the way that I do. And a story is often a very effective way to help them see it or say, oh, that’s interesting. Yeah, I didn’t think of it in that situation or scenario in a way that the data or facts alone couldn’t do. And so,

When I’ve worked with organizations like Disney or Adobe and Netflix, Caesars Entertainment, it’s helping them see that like, helping the audience understand the situation they’re in. If they’re in a sales meeting, if they’re a leadership at an all hands trying to convince the team that we have to like, know, buckle the purse straps a little bit, cause things are going to get tough. The most effective way to help them understand the situation is to put it into a narrative that they can say, I get that. I kind of, I don’t like it, but I see where you’re coming from. That makes sense now. Or.

I understand how the analogy you used about, you know, your grandma growing up is exactly like the situation we face. Okay, cool. I’m with you now. And so it’s helping them realize that all of those instances are times where a story could do a lot of the heavy lifting that a whole bunch of facts would have to do.

John Jantsch (10:54.293)

Yeah. And I think sometimes like in a sales environment, right? Stories are kind of disarming, right? We’re all of a sudden, we’re listening to the story. We’re building rapport. We’re building trust rather than being sold to. Do you think that, and you know, we’re 10 minutes in, I’m going to mention AI for the first time. Although I think you did earlier. I feel like, do you feel like I should ask you that storytelling is actually going to be a differentiator?

Mike Ganino (11:13.974)

I did, yeah.

John Jantsch (11:23.957)

You know, because AI doesn’t know my story. It never will. I mean, it might make up some stuff, but you know, my true authentic story that somebody might relate to is probably all I’ve got left, isn’t it?

Mike Ganino (11:35.928)

Yeah, and your takeaway from the things you experienced. So even if it’s not like your origin story, because sometimes people get lost with that of like, need my story. And I think, I don’t even know what my story is, but I got a whole bunch of them that helped me do my job every day. And I think that that’s the thing that AI can’t get. It could probably at some point learn something. We can shove enough blockbuster screenplays in there to work, but also we’re dealing with human feelings on the other side. So as soon as it starts to work, it’s going to start to not work anymore.

John Jantsch (11:48.519)

You

John Jantsch (12:05.473)

Yeah.

Mike Ganino (12:05.75)

And so those little stories of something you saw yesterday when you went to drop your kid off at school that made you think about something, AI will never know that because it’s always going to be lagging. It’s always going to be behind. And so I think that our ability to communicate in a way that actually makes people feel something, if we go back to like, how do you measure a story? Well, did it elicit a feeling in the person that is going to be such a differentiator because

We have all of the news of the day, all the history of the world, anything we want to find. You could even have AI. I’ve seen people do it like, know, pop in there and say like, here’s my goals for my business this year. What should I do? It can do all of that work, but it cannot do that storytelling piece of connecting something you experienced and almost holding it out. And I don’t remember who originally said this of like, hey, have you ever felt this way too? That is going to be such a differentiator, I think.

John Jantsch (12:59.671)

How big a part is the performance part? So the story or the words, the way you express the expression, but you know, how you act on stage, your body language, how you use your voice, your hands. I’m trying to gesture right now. But so how much of that is what really takes a good story over the top?

Mike Ganino (13:21.816)

I think a huge percentage of it, you know, in the book I talk about these five stage languages, which are the five ways that an audience interprets and understands our full meaning, right? The first one is verbal, the words you choose, the stories you tell, all those things. The second one is voice. Just the way that we sound signals to the audience how to feel. If, you know, I was working with someone recently, an executive, a chief marketing officer, and she was getting asked to go speak more frequently, and the feedback she’d gotten is that her voice was difficult to listen to.

And when we got on a call, we started working together. It’s that the whole time she was really up here this whole time speaking like this. And she thought, this is just how I sound. But she also was holding her chest. She wasn’t breathing. She was gasping for air. And all of those are defensive mechanisms. All of those are learned behaviors. And so we did some exercises just to have her kind of like drop her, her larynx a little bit, which is going to make your voice sound a little more grounded. And she was even shocked of like, is that me? And it’s like, yeah, you haven’t heard that voice in a long time because

John Jantsch (14:14.07)

Mm-hmm.

Mike Ganino (14:19.98)

You have been on guard probably for lots of valid reasons, your childhood, your I don’t know what, who told you what? But we show up in this world physically and vocally shaped by everything that’s happened to us. And then we think that all we need to do to be an effective communicator is put the words in the right order and stop saying But the sound of our voice is actually what the audience hears, not even fully the words, the pacing of our voice, the speed at which we do. If we’re on stage, I had this recently, I was reviewing someone’s video.

and the physical language is the third one. So verbal, voice, physical. And he was trying to have this moment where he was saying to his team, know, trust me, I’m with you, but he was moving backwards from them on stage. And I said, that is a signal to them of you’re hiding something, something isn’t right. And you’ve seen it before too, like, right? Like someone with a hand in their pocket. I think in the book, I use the example of Nixon and Kennedy. And when seen on TV, that debate that they had that was aired, Kennedy,

John Jantsch (15:01.662)

Right, right.

Mike Ganino (15:19.518)

overwhelmingly won because he looked calmer, he was tan from a resuscitation. Nixon had just had surgery and was sick and sweaty and pale and looked thin in his suit. But when people listened to it, they thought Nixon won because he had that more gravitas voice, that more distinguished voice. And so the way that we look, sound and move is not, we cannot separate it from the message we communicate to an audience. We simply can’t. It is a core part of what they take away from us.

John Jantsch (15:31.915)

Yeah.

John Jantsch (15:48.993)

So for somebody that just hasn’t done much of it wants to get started. mean, somebody comes to you and says, Hey, I’m, I’m in this new role or whatever it is, and I need to be doing a lot more. need a coach for this. mean, what are the free throws? Like what’s the, what’s the thing you have them do that is practice.

Mike Ganino (16:06.882)

The easy thing is to say, are all the low stakes places where you can try some of this on that like won’t matter? if you have a, I just did this with a chief finance officer. He was like, hey, I want to be a better communicator. I’m getting asked to speak at X, Y, and Z, go on podcasts. Their PR people are trying to get him onto like MSNBC to be, you know, a talking head in these places because it’s helpful to their business. And he said, so how do I practice? Do I get ready for that show? And I said, well, you don’t.

John Jantsch (16:09.9)

Yeah.

Mike Ganino (16:33.762)

get ready and the first time you deliver anything is in front of the real live audience where the stakes are super high and your nerves are going to take over. What kind of meetings do you have every week? Can you start off the meeting with some kind of story or metaphor that helps the team understand something? When are you going to go into a board meeting, which is relatively, you know, something a CFO does all the time, so not super high stakes, and how can you help them understand a situation that’s going on or

where some kind of money is being allocated using a story. How can you play with, for him, some of what we’re working on with his physicality and his ability to smile and soften his face on camera, because it all came across very harsh. So said, those are all things that you can, on your next Zoom call with your team, be more aware of how are you looking at the camera? How are you leveraging and playing with your voice? How are you using your physicality? And so,

All of those places are spots where we can test things. You know, even for me, so many ideas in the book are things that I’ve tested through group coaching calls with my clients, through live workshops with my clients, through being on podcasts like this and trying out different stories and seeing what resonates and saying, ooh, people seem to like that and mention it back to me. I ought to put that in a book, you know, which is the more high stakes version of doing a podcast or a group coaching Zoom call.

John Jantsch (17:49.675)

Yeah, you alluded to the Zoom call. I mean, we are on a lot of formats now, right? We’re on stages, but we’re also doing our own video. We are doing virtual presentations. We’re on podcasts. Do we need different stories, different approach, you know, for each of those?

Mike Ganino (18:08.482)

I think that the stories probably have some universalness to them. Maybe they’re told slightly differently because the context, you know, if you’re on a stage telling a story versus, and it’s part of a bigger insight in a keynote, that might be different than if you’re on a Zoom call with your team. But the medium definitely changes it. for folks, one of the big things that people get wrong with having the camera is they want to be looking at the audience, to see the audience on their little Zoom camera, on the little Zoom screens to connect with them.

But there’s a flaw in that for a couple of reasons. One is we have no idea what they’re looking at. And so someone makes a grimace. Well, they could be watching a TikTok that upset them, or they could have gotten a text message from someone. We have no idea. And then we respond to that thinking, I’m boring. Versus when we’re on camera, our job is to have a relationship with the piece of glass in front of us, to be able to look through the lens and to have enough energy that this thing that absorbs these cameras absorbs so much of our energy that we can still.

deliver what we want without being obsessed of having a live audience like we would on stage. So I think that the stories can have, you if you’ve got three or four good stories that work in your business to set it up, like you probably don’t need a whole bunch more, but understanding the difference of telling them in a, a stage, in a boardroom, sitting around a table, in an interview with someone or telling it to a camera and even here, right? The difference between doing it for

John Jantsch (19:17.483)

Yeah, yeah.

Mike Ganino (19:31.98)

social media versus doing it in a group coaching call. All of those are different mediums. And so that’s where you can leverage, know, voice can be different. Physicality can be different.

John Jantsch (19:39.319)

Right, right, right. Yeah, wouldn’t use your big booming projection voice with five people in a boardroom, right? You’d freak them out. You know, one of the things I, my one little tip, and you probably tell this to people all the time, but when I do, especially group Zoom calls, I turn my view off, camera view off, because I find myself looking at myself and I may be way over there at the corner of the screen as opposed to, then once that’s off, all there’s left to look at is the camera.

Mike Ganino (19:46.956)

Yeah, yeah.

Mike Ganino (19:58.54)

Yes. Yeah. Yeah.

Mike Ganino (20:08.62)

Yeah, you know what I have? got this, I got an Elgato teleprompter and I have it on the front of my camera with the zoom screen of the person I’m talking to. So I actually am just seeing you right now through the glass and it’s quite helpful.

John Jantsch (20:09.047)

I

John Jantsch (20:20.277)

Yeah. Yeah. Yeah. Right. Yeah. Yeah. Yeah. Cause you have to look at the camera at the same time. Yeah. Absolutely. Yeah. I also have, this little, Plexo glass, camera holder. And so what it does is it, can put my camera in it and then I can move the camera anywhere I want. you know, it’s just one of those little screen, you know, those cameras you’d put on a screen. but I can, I can move it around that way. So, it’s really nice for doing a lot of that as well.

Mike Ganino (20:39.622)

nice.

Mike Ganino (20:44.12)

Yeah.

Mike Ganino (20:49.24)

fun.

John Jantsch (20:50.379)

Well, Mike, I appreciate you taking a moment to stop by the Duct Tape Marketing Podcast. Where would you invite people to find out more about your work and obviously find a copy of Make A Scene?

Mike Ganino (20:59.756)

Yeah, I’m easy. Once you figure out how to spell Ganino, I’m usually the one you’re going to find. So G-A-N-I-N-O, Mikeganino.com. The book and all the information about it is at Mikeganino.com slash book. And it’s wherever you like to get your books. We’ve got it everywhere for you.

John Jantsch (21:14.123)

Awesome. Well, again, I appreciate you stopping by. Hopefully we’ll run into you one of these days soon out there on the road.

Mike Ganino (21:19.224)

Thanks for having me.

John Jantsch (21:22.999)

Okay, you’re supposed to get a little…

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Storytelling Converts Better Than Sales Tactics Every Time written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with David Garfinkel

In this episode of the Duct Tape Marketing Podcast, I interviewed David Garfinkel, a copywriting expert and author of The Persuasion Story Code. David is widely regarded as one of the top authorities on persuasive communication, storytelling in marketing, and direct response marketing. His expertise lies in helping businesses, marketers, and entrepreneurs craft compelling messages that drive sales conversion and customer engagement through effective storytelling.

During our conversation, David shared why sales storytelling is a far more effective approach than traditional sales tactics. Instead of relying on hard-selling, businesses can use storytelling frameworks to build trust, rapport, and emotional connections with their audience. He also introduced the concept of “stories with a dollar sign,” explaining how the right storytelling tactics can increase audience engagement and ultimately lead to more conversions.

David Garfinkel’s insights on persuasive communication and sales storytelling reinforce why businesses should focus on crafting the right storytelling tactics rather than relying on outdated sales methods. By integrating compelling narratives into marketing strategies, companies can enhance audience engagement, build stronger connections, and drive business growth through authentic storytelling.

Key Takeaways:

  • Persuasion beats pushy sales tactics – People connect more with compelling narratives than with aggressive sales pitches.
  • Storytelling drives conversions – Using marketing copywriting with a strong storytelling framework can eliminate objections and move prospects closer to a sale.
  • Empathy in marketing matters – Stories that resonate with customers’ pain points help build trust and business storytelling strengthens brand loyalty.
  • Case study storytelling creates credibility – Demonstrating real-world success through case study storytelling reassures potential customers and removes doubts.
  • Marketing strategies must evolve – Businesses need to shift from old-school selling to persuasion techniques that make customers feel understood and valued.

Chapters:

  • [00:09] Introducing David Garfinkel
  • [00:54] Story Frameworks
  • [03:11] What are Persuasion Stories?
  • [05:22] How to Make a Conversational Story
  • [06:48] Merging Stories and CTAs
  • [09:09] Using Stories to Get Attention
  • [12:39] Mistakes in Storytelling
  • [13:28] Learning from Your Favorite Books
  • [15:30] AI in Storytelling
  • [18:51] Is There a Formula to Storytelling?

More About David Garfinkel: 

  • Check out David Garfinkel’s Website
  • Connect with David Garfinkel on LinkedIn

This episode of the Duct Tape Marketing Podcast is brought to you by

Want to elevate your marketing game? AdCritter pairs Connected TV ads with precise digital retargeting to drive real results. Discover how their full-funnel strategy can help your business grow smarter. Let them know Duct Tape Marketing sent you, and you’ll get a dollar-for-dollar match on your first campaign! Learn more at adcritter.com.

John Jantsch (00:01.166)

Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is David Garfunkel. I messed his name up. It’s Gar-finkle. Sorry about that. We do one take here, so you’re going to have to live with that, David. He’s a renowned copywriting expert, author, and coach, widely regarded as one of the world’s leading authorities on persuasive communication. He’s spent decades helping businesses, entrepreneurs, and

David Garfinkel (00:15.624)

I’ll live with it.

John Jantsch (00:29.55)

marketers craft compelling messages that drive results. We’re going to talk about his latest book, the persuasion story code, the magic of conversational storytelling. So David Garfinkel, welcome to the show. So before we get into the content of the book, storytelling has become a pretty hot topic in, especially in marketing circles. Number of books I’ve interviewed, a number of authors that have read about it. So I always like to start with, you know,

David Garfinkel (00:43.08)

Thanks, John.

David Garfinkel (00:49.886)

Mm-hmm.

John Jantsch (00:59.66)

What do you feel like you offer that’s different in this book?

David Garfinkel (01:03.144)

Well, to put it bluntly, I offer stories that people can learn quickly and use immediately that aren’t going to put their listeners to sleep or go, what is he talking about?

John Jantsch (01:15.214)

Well, in fact, let’s dive right into that. You have, I don’t know, 25 or so what you call mini story frameworks.

David Garfinkel (01:23.56)

Yeah, there, I call them persuasion stories and, they are actually stories we tell every day, but we don’t realize it. And sometimes when we tell them, they’re not as persuasive as they could be. I show you how to make them persuasive without coming across like a carnival barker, but just like a normal human being telling a story.

John Jantsch (01:37.006)

Alright.

John Jantsch (01:47.211)

Can you give me a couple of examples of how you would apply some of those story frameworks in, particularly in marketing circles?

David Garfinkel (01:56.724)

Sure. Well, let me turn the tables on you for just a second for the first one and empathy story, you know? So, John, I know you do a podcast. I do one too. And sometimes it can be stressful because the guest doesn’t show up or they get tongue tied and they’re tripping over their words. And it’s always a good idea to have

a backup, a way to get yourself out of it. That’s what I call an empathy story. Now, you’re obviously an experienced guy and you probably have a dozen backups or workarounds. I mean, even as I was saying that to you, didn’t you feel like I knew you just a little better?

John Jantsch (02:44.184)

Sure, sure, sure, sure, no question that most podcasters have been through the same thing. So yeah, absolutely.

David Garfinkel (02:52.336)

And I want to point out that story has a beginning and a middle, but it doesn’t have an end. You know, it opens the door for me to sell you my brand new $10,000 course, backups and workarounds for tongue tied guests, right? Which is, of course, is a joke and I don’t really have that.

John Jantsch (02:57.07)

Okay.

John Jantsch (03:16.344)

Yes, that would be a short course, right? So you introduce the idea, you’ve probably trademarked this even, of stories with a dollar sign to start the S. You want to talk a little bit about that concept?

David Garfinkel (03:17.844)

Right. Exactly.

David Garfinkel (03:36.082)

Yeah, so what most people think of stories, they think of a novel, you know, they might think of an Orphan X novel. I love those novels myself or, you know, a Lee Child Jack Reacher novel or maybe an 18th century Emily Bronte novel or something. 19th century, guess. But those are very long stories. And I call them stories with the dollar sign because we have to pay money.

to read them, see them, you know, even cable TV movies were paying a cable bill or were paying some kind of bill for that. And so those cost us money and usually well worth it, but that’s why it has a dollar sign instead of an S at the beginning. Stories, the other type persuasion stories are stories that make us money, stories that help us build trust, build rapport. And in some cases, certain kinds of stories close sales.

And they’re much shorter. They’re much simpler. They don’t have lots of characters and character development and an inner journey and an outer journey and, you know, mentors and villains and all that stuff that you need for an entertainment story. The story with a dollar sign. Otherwise, why would anyone bother paying for it? If it’s not interesting.

John Jantsch (04:57.634)

So that story you started with, the empathy story, is that something that, you know, particularly when it comes to resonating with the target audience that you’re trying to attract? I mean, is that an essential piece of even getting started?

David Garfinkel (05:13.488)

It’s one way to do it. I think it’s the best way. There are other ways. You can cite statistics. can talk about, there’s another kind of story called a story about what’s going on in the world today. A lot of people in the financial marketing space call this a top of mind story because it’s about the news and it connects with what the person’s thinking, but it doesn’t always connect with what they’re feeling. Now, if it’s very pitched, if it’s political about a point that

your target market strongly agrees with, then it does have an emotional connection.

John Jantsch (05:47.662)

do you make stories, I mean, you see people trying to do this and they come off sort of canned. How do you make a story feel very conversational? mean, do you have some elements that you bring to that or is that just you’re a good writer or you just intuitively know this? mean, how do you get that conversation?

David Garfinkel (06:09.042)

Well, sometimes it takes practice and some people are better at this naturally than others. But basically, if you’re talking about something you already know, whether it’s about yourself or your product, or most likely about your prospect and their pains or their dreams or their hopes, or some imagined future that you can provide for them, deliver to them, it’ll come across more naturally. It’s really when you try to be someone you’re not.

You remember Hal Holbrook and he did all the Mark Twain stuff. I mean, there’s a professional storyteller. My gosh, he spent years and years honing his craft and probably spent hours in makeup, making himself look like Mark Twain and all the rest. That’s not what you do as a business person unless you’re in the entertainment business. It’s what you do as a salesperson is you talk to people, you talk to them.

about what they need about their problems about a solution that you have and to deliver the same information you’re already delivering conversationally but in a story form it’s just going to work a little better.

John Jantsch (07:17.912)

So a lot of what you’re talking about selling is getting the order. So you tell a story, you get some rapport, bring in some empathy, but ultimately you have to say, now. So how do you work a call to action in that meets the same meter as the story?

David Garfinkel (07:37.8)

Well, the interesting thing is a lot of people think that when you tell a persuasion story, the persuasion story has to close the deal and it doesn’t. What I like to say is it moves the prospect closer. So you can tell a story that eliminates a projection. You know, some people think that this $10,000 podcast workaround course isn’t for them. But let me tell you about George. He was always getting these

guests that started drooling when they come to this podcast and and we taught them how to get them to actually wipe the saliva off their mouth before. Okay, terrible example. But you get the point. You’re just telling about something that happened. And in the process, you’re giving an example that obliterates an objection. So getting over objections is one of the most important steps in closing a sale. There

is one story having there and the I don’t remember the official name I gave it but the shorthand is the choice of one where it basically eliminates all the other alternatives you can tell that story talk about how all of the competition doesn’t do this but we do doesn’t do this but we do doesn’t do this but we do and that can be pretty close to okay would you like one you know

John Jantsch (08:47.726)

Ahem.

John Jantsch (09:03.342)

So are the stories that you are explaining in the book need to be in print, need to be spoken? Are there differences to the medium or to where they’re encountered?

David Garfinkel (09:18.652)

No, no difference. mean, when I, I’m of the school direct response marketing that copy is basically the spoken language in written form. So anything written in copy could be spoken out loud. And so the words would be the same. Now there are other people I know who think that copy needs to be big and bold and, flamboyant. And I think that’s more like a story with the dollar sign. It’s very entertaining, but

John Jantsch (09:30.798)

You

David Garfinkel (09:48.857)

In my experience, rarely works in actually getting new customers.

John Jantsch (09:55.246)

Can you use this technique to get attention? know one of the chores for a lot of marketers is just people have shorter attention spans, the world is cluttered, search engines take people where they want to take them. mean, can you use this to really get that initial attention in your view?

David Garfinkel (10:14.884)

Sure. There are four types of origin stories that I have in chapter three, and any one of those could very easily get attention. The coffee that I’m drinking here is made with my favorite device in the world. The Aerobi Aeropress costs about 30 bucks and it makes delicious coffee. And I actually include their origin story, which is not all that dramatic.

from their website, but if you wanted to get more attention, could say, know, that was the last cup of coffee at the office I could take, you know, burned flavorless. I was going out of my mind. And then I thought, and that will get someone’s attention. And then he can describe how he invented and tested and perfected and rolled out and offers this aerobie aeropress for 39 bucks as opposed to.

$2,000 for an espresso machine. It makes better coffee. So you can use origin stories to get attention. You can also use an empathy story if you start talking about somebody’s pain. could be talking, you’re selling a remedy for joint pain. could say, you wake up in the morning and once again, you dread to get up.

not because you’re sleepy, but because you know that your joints are going to hurt and soon it starts to feel like sandpaper. know, somebody who is in the market for something to get rid of that feeling is going to pay attention.

John Jantsch (11:55.192)

Does a story in this format have a headline? Does it need to have a headline?

David Garfinkel (12:00.084)

Well, the story is a component of a sales pitch or of a sales letter. So the sales letter probably should have a headline. Yeah. In fact, you can even start your story in the headline. mean, one of the most famous ads ever was the John Capel’s ad. They laughed when I sat down at the piano, but when I began to play, you know, and then he

John Jantsch (12:08.524)

Yeah, yeah, yeah.

John Jantsch (12:21.262)

I knew that’s where you’re headed, yeah. Right, right, right, yeah.

David Garfinkel (12:26.992)

And then he actually develops the story. It’s about one sixth of the whole ad. So it’s not a long story, but it’s it’s, you know, it’s a it’s a failure success problem solution kind of story. And he wrote it about 101 years ago and we still talk about.

John Jantsch (12:28.045)

Meh.

John Jantsch (12:43.276)

Yeah. Yeah. Yeah. So what are some of the biggest mistakes that you see people making when, really trying to persuade through story telling?

David Garfinkel (12:52.944)

TMI, too much information. just, they try to tell everything. They can go into way too much technical detail. mean, stories get translated into pictures in people’s minds. And if the picture is too ornate and detailed, they’re not going to be able to process it before you move to the next point in the story. Also, sometimes people are pushing too hard in the story and you don’t need to push. You’re just moving people gently from where they are to, want it.

And sometimes there’s no, there’s no momentum at all. The story is just sort of sitting there and it’s going, it’s not focused. It’s going around in circles and it’s not very persuasive.

John Jantsch (13:39.864)

Can people learn, how would you tell, obviously, your book gives them a lot of training, but I think the best writers, maybe you agree with this, the best writers are commonly readers of a lot of things. Can we learn anything from our favorite fiction works?

David Garfinkel (13:53.042)

Mm-hmm.

David Garfinkel (14:01.076)

Yeah. So, um, about a hundred years ago, I don’t know why I keep bringing up these old examples. I guess I’m feeling old today. Exactly. Good point to say, um, yeah. Um, there was an actor, I don’t remember her name, but she was, um, CB Demille’s favorite, you know, filmmaker, famous, favorite actor. And she said that every

John Jantsch (14:09.678)

That’s because that’s when we started in business.

David Garfinkel (14:30.51)

And I’m paraphrasing every scene in a movie is a story. So if you realize the kind of stories we’re talking about with persuasion stories are little little bricks that that build the wall of a whole story with a dollar sign. And so I think if you I mean, you know, my my go to favorites are Stephen King, Lee Child wrote the Jack Reacher books and

John Jantsch (14:46.467)

Yeah.

David Garfinkel (14:59.7)

Greg Hurwitz who wrote the orphan X-books, all of those guys, they, they write very tight, moving and I don’t just mean emotionally moving. mean, there’s some momentum in the story. They write little snippets of things that happen, little scenes that are complete stories in themselves. And those are, those are really good examples. had one client, who was crazy Jack Reacher fan.

And he was having trouble with some stuff. And I told him, get five or six of your favorite Jack Reacher books and just copy the first page. Hand copy it word for word. Not to use in anything, not to violate copyright, not to be plagiarist, but just to get a sense of the rhythm and the tone and the feel. And he did. And it transformed him.

John Jantsch (15:40.578)

Yeah, yeah.

John Jantsch (15:48.43)

Huh. I was going to ask you for a success story, but that’s a pretty good one right there. Let’s talk a little bit about AI and storytelling automation. mean, is this going to compliment or hinder what you’re teaching? Yeah.

David Garfinkel (15:57.908)

Sure.

David Garfinkel (16:05.97)

Both. So I’m taking, you know, the book, The Persuasion Story Code, and I’m creating a video course, which is going to be much more thorough. And I’ve been working with, with, with, what is Rhonda’s last name? You know Rhonda, because she got, she hooked us up. But Rhonda Lynn, she’s been helping me develop an AI feature to go inside.

behind the paywall inside the course. And what I am insisting that it do, even though it doesn’t want to, it wants to write the stories. I don’t like stories that AI writes. It generally screws them up. And sometimes it makes up facts that you won’t catch and that can get you in trouble with your customers or with regulators. But what I’m having it do is draw out of the person key points in the story so that you come up with an outline in your own words.

John Jantsch (16:43.404)

Yeah, right.

David Garfinkel (17:03.86)

through a conversation with the AI. And I prefer to use AI that way a lot where I’m very good at interviewing people, but I also enjoy being interviewed. As you can tell, you’re interviewing me right now and I enjoy having a conversation with an AI when it asks me good questions. So you’ll basically answer six questions with a single sentence and it’ll arrange those sentences for you and you have the outline of your story.

John Jantsch (17:09.923)

Yeah.

David Garfinkel (17:33.46)

I think the problem with AI writing in general and writing stories in specific is there’s something that whether you’re good at writing stories or writing copy or writing conversationally or not, you and everyone else has a life experience, has had a lot of conversations with people, has a spidey sense, you know what’s real and what’s phony.

John Jantsch (17:54.702)

All

John Jantsch (17:59.116)

Yeah. Yeah. Yeah. Yeah.

David Garfinkel (18:01.616)

AI knows what it’s been fed and it’s training by its developers. And sometimes the stuff it comes up with, plus AI seems to have this, I don’t know, algorithm or tendency to want to make everything better and inspirational at the end, even if that’s not what you want to do. And so you end up editing it and you could end up spending more time editing it than you would have if you’d written in the first place.

John Jantsch (18:04.27)

It’s just predicting.

John Jantsch (18:30.36)

Well, I’m really happy to hear you describe it that way because I’ve been saying for a long time that our job now is going to be provide context. And I think that that’s really what you’re describing because it can’t do that.

David Garfinkel (18:39.262)

Perfect. Our job is to provide it. It really can’t. Now you can do more of that than you might have imagined by giving it rules, but even figuring out what those rules are is quite a mental strategic exercise in itself and then communicating it, figuring out how to communicate it so it’s effective to the AI is also an exercise in itself. But you can do more with AI and get higher quality output than you thought.

John Jantsch (18:50.946)

Yeah.

John Jantsch (19:02.414)

Yeah.

David Garfinkel (19:08.798)

When it comes to something like stories, I’m not sure.

John Jantsch (19:11.926)

Yeah. Yeah, I think you just have to treat it as that assistant, is what I’ve told people. I mean, you can even, I’ve had a lot of luck with, I mean, never had luck with saying, write something, but I have had good luck with saying, could you make this sentence better? You know, things along that line. And then it will bring in lots of stuff because you’ve trained it.

Is there a formula like a must-have? You must have an object of desire. There must be a climax. There must be all those kind of types of commandments.

David Garfinkel (19:47.556)

For stories Well, these these stories are are different I mean in in the typical heroes journey story there are those rules but a hero’s journey story is two hours long and has many pieces to it in There are specific rules, but they’re different for an origin story than they are for an empathy story an empathy story All of the story I call there are four types and I call them

John Jantsch (19:48.696)

Yeah.

John Jantsch (19:56.93)

Right. Yeah.

Yeah.

David Garfinkel (20:15.238)

stories about what your customer is experiencing. Those generally only have a beginning and a middle. There are case study stories and, and, know, with, with case studies and other proof stories, testimonials that are effective. You generally want to have a crisis and obstacle away. The person overcame the obstacle and

a positive resolution and that’s, that’s a lot like a typical hero’s journey story sort of shrunken down to two or three minutes. So it depends.

John Jantsch (20:51.918)

Yeah. Yeah. I’m curious. This is my own curiosity. Who did you read? Who did you learn from when you were getting started?

David Garfinkel (21:04.44)

in storytelling or copyright? my gosh. Well, Gary Halbert was the guy. I read all his newsletters. I went to one of his seminars, it changed my life, Hurricane Andrew.

John Jantsch (21:05.942)

Well, copywriting period, yeah.

John Jantsch (21:11.406)

All right.

John Jantsch (21:16.461)

What was it? From Fish Creek or something like that? Where did you write from? I can’t remember what the…

David Garfinkel (21:21.464)

let’s see, no, it was, well, he was in Key West, but he was south of, something, do fish key or something like that. I Yeah. but I read all the classics. read scientific advertising 15 times. and, it’s, not even a very enjoyable book, but incredibly valuable.

John Jantsch (21:32.45)

Yeah. Yeah, yeah, yeah, yeah.

John Jantsch (21:39.544)

Right. Yeah.

David Garfinkel (21:48.314)

I like Gene Schwartz’s book a lot, Breakthrough Advertising. I’ve been reading it for 30 years. I still keep getting new things out of it. I love Joe Sugarman’s book. was originally called Advertising Secrets of the Written Word. It is reissued at a much better price by Adweek Magazine, and it’s, I think now called the Adweek Copywriting Guide. And that’s one of my top books. So I’ve read a lot of copywriting books.

John Jantsch (21:51.278)

Yeah.

David Garfinkel (22:16.239)

A few of them have been really good, like those.

John Jantsch (22:20.568)

So David, I appreciate you taking a moment to stop by the podcast. Where can people find out more about your work? Certainly learn more about the frameworks and obviously pick up a copy of the persuasion story code. I’ve been sick with a headache today and so I’m like, can’t talk.

David Garfinkel (22:40.468)

That’s okay. That’s okay. No, you’re doing great. Thank you persuasion story code Persuasion story code is available on amazon the persuasion story code because some people look for the persuasion code, which is a different book you can find me on linkedin and and twitter x or x or twitter And I have a podcast myself copywriters podcast. It’s um

You find a copywriters podcast.com. We’re also on all of the platforms. you know, Spotify and, Apple podcasts and all the rest. if, if someone is, has a fairly robust business or they’re doing pretty well as a copywriter and they want coaching, can go to Garfinkel coaching.com and, I think that’s about it. I don’t know.

John Jantsch (23:38.528)

Awesome. Well, again, I appreciate you taking a few moments out of the day to stop by the podcast and hopefully we’ll hopefully we’ll thank you. Hopefully we’ll run into you one of these days out there on the

David Garfinkel (23:39.592)

Yeah.

David Garfinkel (23:43.873)

thanks for having me. My pleasure. Great questions too.

David Garfinkel (23:50.312)

That sounds good. I like that.

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Hello and welcome to The GTM Newsletter by GTMnow – read by 50,000+ to scale their companies and careers. GTMnow shares insight around the go-to-market strategies responsible for explosive company growth. GTMnow highlights the strategies, along with the stories from the top 1% of GTM executives, VCs, and founders behind these strategies and companies.


The power of combining data and storytelling

With so much information available, how do you get your audience to care about your content? One way is through data storytelling. The practice of boiling down large amounts of information into clear, shareable graphics is driving incredible impact for some companies.

To learn more about it, we spoke to Peter Walker, head of the insights team at Carta. Peter is an industry veteran known for unearthing juicy information about the startup industry that people love to discuss. His posts on LinkedIn get thousandsoflikes and hundreds of comments and reposts. At Carta, his team draws upon proprietary data to produce social media posts, a newsletter, and a podcast.

We spoke to him about the importance of data storytelling, how to get started with it, and tips on how to run a successful data-driven content strategy.

Why data storytelling is so important

While Peter worked in data visualization at early stage startups, he moonlit at The COVID Tracking Project. This was during the early days of the pandemic, when everyone was trying to make sense of a lot of new information. There, he learned that data graphics can help create clarity out of noise. When they’re readily shareable, they can also contribute to a conversation and convince audiences who may have different viewpoints.

Data gives you a solid backing and credibility for what you say. That is the power of data. Done well, data storytelling brands you as a thought leader and instills trust. For customers, making a purchase from your brand is much easier when they already trust you.

Common misconceptions about data content marketing

Misconception 1: You need a lot of data

Good stories don’t necessarily need a ton of data to tell. You could focus on a space where there’s not a lot of data (either your own, or public data), and create content in that space. That way, there’s less competition for the topic you’re creating content around.

Misconception 2: You need proprietary data

You don’t need to produce a lot of your own data. You could also tell a data story by using publicly available numbers, but telling a clearer story using those numbers. For example, there are companies that have more data than Carta, but Carta’s posts go viral because they know the content their audience is interested in consuming.

Misconception 3: Less is more

Simply putting out one big quarterly data report won’t work. You need to put out content often in order to achieve visibility and engagement.

Carta puts out insights 4-5 times a week. Producing more content is more effective because you get more feedback, quicker. As Peter explains: “Each one of these graphics has a chance to go viral in a way that a quarterly PDF is just not going to.”

Misconception 4: Posting a lot is harder than posting quarterly

While it may seem counterintuitive, putting out more content is actually easier than creating less. If you’re in the data that much, then the story just becomes much more natural. You start noticing connections among the data. In the beginning, it took Peter more than an hour to create one LinkedIn post. Now, he can do it in 25 minutes.

If you’re struggling with this at first, try blocking off dedicated time every day to make a data graphic. When Peter was getting started, he had a block on his calendar from 8-8:40am simply titled “create something.”

How to get started telling stories with data

Now that we’ve established that any startup can use data to tell stories that promote their brand, here’s a step-by-step guide on how to do that.

1. Build one graphic for social media

Creating one simple data graphic and posting it on one or two social channels is the quickest way to enter a conversation in your industry. Peter advises trying to do this at least 2-3 times per week. The repetition of content creation will help you get better at it.

Don’t be worried if you have a few months of low engagement — that’s normal. Focus on just one or two channels and don’t switch courses before you have enough time to build your presence on those channels. In his first few years at Carta, for example, Peter’s team decided to just focus on LinkedIn and the newsletter. Now, they’ve only expanded to a podcast because they can trust that those two channels will continue to perform well.

2. Use both data and graphic design tools.

Effective data stories make sense of the numbers, but also look clear and well-designed. Here’s how Peter creates content for a post:

  • Use SQL to get a clean data set. (Note that if you want to produce insights off your own data, you have to anonymize customer data to protect sensitive information).
  • Upload that data and build graphics in a database tool. Peter prefers Tableau, but Looker and Flourish are other good options.
  • Export the graphics to Figma. There, you can edit headers, footers, colors to make the design on-brand, and arrows pointing to areas you’d like to call attention to.
  • Write the post that will accompany the graphic and post it on social media. These posts are usually a mix of fact and opinion.

3. Listen to people in your industry.

When you’re starting out, you can get story ideas by listening to sales calls, reading customer success reports, and talking to other founders. The point is to make sure you know what people are interested in talking and reading about, so you can have a better shot of creating stories that will get engagement.

There are two types of stories the Carta team tells:

  1. Ongoing stories (such as how valuations change quarter-to-quarter).
  2. “Newsjacking” stories (as Peter calls them), which jump into a public conversation. For Carta, that can be a debate on X about whether Miami is a good place to found a startup. For a newsjacking story, Peter builds a graphic within the hour and either posts it publicly on social or DMs it to the people having the conversation.

4. Engage with your audience.

Read the comments on your posts. Comments give you a sense of what people are curious about and discussing. They’ll also let you know if you’ve got something incorrect.

“The back and forth in the comments is where a lot of the magic happens.” Comments have become the basis of many of Peter’s posts. He has a Word Doc with 200 questions that can inspire future posts.

Another way to engage with your audience is to DM other thought leaders. Peter will create a graphic and DM it directly to a VC on X with a note saying he hopes it’s useful for them. He says while it’s impossible for him to track this, one sure sign of success is if founders and VCs share his graphics with their peers in private WhatsApp groups. That’s how he knows that he’s got his thumb on the pulse, and is contributing to the conversation.

Tips to make your insights strategy shine

Create content from a human, not a company.

If your primary distribution channel is social media, the algorithms favor humans over companies. Human authors can also take a personal view and engage with others in the comments in a way companies can’t. Peter’s own experience bears this out: While posts on Carta’s LinkedIn page generate dozens of likes, those on Peter’s personal LinkedIn will get thousands of likes.

Writing from an individual’s point of view allows people to establish their own voice. It allows other people to approach individuals with questions and ideas in a way they wouldn’t approach a company.

When hiring a data storyteller, look for passion and curiosity.

When looking to make your first data storytelling hire, you could hire either a marketer who wants to dive into data, or a data scientist who wants to become a storyteller. Whichever one you choose, the main quality to look for is someone who is excited and curious about the industry. For example, if that person doesn’t get the job, they would probably write a personal Substack about it anyways

Stay the course

Be prepared to shout into the void for at least 3-4 months. It’s an inevitable part of the process. Eventually, however, if you keep doing it and get better at it, some of the right people will find your content and you’ll gain traction.

Like many brand-building activities, the vast majority (80-90%) of startups will stop producing content after 3 months. But, according to Peter, 6 months is the minimum amount of time to put out data insights if you’re going to commit to it.

While it may seem like a lot of work, especially at first, data-driven content creation doesn’t have to be hard. The good news is, the more you do it, the easier it will become — a positive flywheel for a marketing practice that can be a really effective tool in building up your credibility and brand.


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This newsletter was entirely written and edited by Sophie Buonassisi and Scott Barker (not AI!).

The post The playbook for viral data storytelling appeared first on GTMnow.