The Amazon Jungle With Rick Cesari
Posted by John Livesay in podcast | 0 comments


The Amazon Jungle cannot be traversed without proper planning, knowledge, and tools. The same goes for every entrepreneur who tries to make it big in its online platform counterpart. Rick Cesari joins John Livesay to talk about finding success in the vast jungle of the internet: Amazon. Rick stresses the power of storytelling in connecting with your target audience, particularly in the form of backstories and customer testimonials. He also explains how to take advantage of digital media and why enticing videos are much more desirable to Amazon buyers than simple text and pictures.
—
Listen to the podcast here
The Amazon Jungle With Rick Cesari
Our guest is Rick Cesari, the author of The Amazon Jungle. We talk about how it is a jungle out there trying to sell products on Amazon and break through the clutter. He’s got the perfect experience in his book and in this interview to show you how to make your brand stand out, how to connect, and more importantly, the power of using video as a way to engage people emotionally. Enjoy the episode.
—
Our guest is Rick Cesari who’s been a pioneer in the direct to consumer marketing industry for more than many years. Using his carefully vetted direct response strategies, he helped many build iconic brands and products, including the Juiceman, Sonicare, George Foreman Grill, OxiClean, Clarisonic, Rug Doctor, and many more. As an entrepreneur, author, and speaker, he’s the recognized leader about anything to do with the video. We all know video is important. He’s on the cutting edge of direct response and branding campaigns and his book, The Amazon Jungle talks about how to navigate that complex marketplace. Rick, welcome to the show.
John, thanks for having me on. I appreciate it.
Let’s go back as far as you want. Childhood, school, college, whenever, what propelled you to get into the world of marketing, or maybe you saw some infomercial when you were younger and say, “I want to do that?” I’m not quite sure, but I’m sure the answer is going to be interesting.
I’ll go back to college because my degree is in biology. I was hoping to be a Marine biologist one day. I graduated from college and I knew that I had to go on to graduate school if I wanted to do anything in my field. I was living in Florida at that time and I was doing odd jobs. It’s a little bit of a fun bum type of thing. I was a bartender, lifeguard, and anything to make a little bit of money. I started reading a lot of books about how millionaires made money and it turned out a lot of them made it in real estate.
I started reading a lot of books about buying and investing in real estate. Some of the books at that time were like Robert Allen’s No Money Down book, that type of thing. I started going out, doing that and taking some seminars. I met a guy who was putting on these seminars. I went out and did what he said. I bought a house, turned around, sold it, and made like $12,000. For me at that time, I was 21 years old, it was like $1 million. I was happy about it. I called the local Florida business magazine called Florida Trend. They did a story on the guy and his business took off. He asked me to start working with them and that’s how I got into marketing. I got it to promoting real estate seminars.

The Amazon Jungle: The Truth About Amazon, The Seller’s Survival Guide for Thriving on the World’s Most Perilous E-Commerce Marketplace
To show you how long ago this was, it was the mid-‘80s. We were using newspaper ads as our advertising vehicle. I did learn a lot of good lessons about direct to consumer marketing and what to put in an ad to get people to respond. Your show is all about the pitch. The pitch was important more from a sales pitch perspective with us because we’d have to get up on stage and convince people to buy a two-day $500 seminar. Little things that you changed while doing the pitch affected the results. That’s why I learned how to sell. I was able to take everything I learned in promoting these real estate seminars, my passion was health and nutrition.
I met a guy who was doing these small seminars and I felt like I could help him be successful. His name was Jay Kordich known as the Juiceman. I took the concept of the models we were doing with real estate seminars but used them to promote juicing seminars or health and nutrition seminars. The name of that company was Trillium Health Products. We were in the right place, right time with the right product. That business grew to $75 million in sales in only four years. We were able to sell it. Timeframe wise is about 1993. We’re still pre-internet. A company out of Chicago named Salton Housewares bought it for two reasons. They wanted our brands that Juiceman and Breadman, but they also wanted to know how to do the type of marketing I was doing.
They brought me a product which turned out to be the George Foreman Grill. I did all the television marketing for that. From that point, I got into the agency business by accident. People were coming to me saying, “Can you make a show or direct response commercial for us?” Sonicare was next and then OxiClean. I was fortunate to work with a lot of great products and watched how the business changed over the years. Starting before the internet to where we did all the television marketing for GoPro and the commercials, but then how you had to have a great online strategy as well as that. I’ve been in the business of pitching products through all of the different campaigns and things that I’ve done and figuring out how to get people to respond to what we said in our pitches.
I’m fascinated especially with something like GoPro, which is all about video. You’re creating a video to promote something that tells people to create their videos. You’re going down the rabbit hole there which is art imitating, life imitating and all that, which is great. When I was selling advertising for Condé Nast, Clarisonic was one of my clients. I used to drive down from LA to San Diego to talk to the agency about that. What a fascinating product and for those who don’t know, it’s a way to clean your face as if you’re getting a facial at home, it’s the quickest soundbite I would have for that.
I have a good kind of Clarisonic story too. The management team that started Sonicare did the marketing for that. They sold that business to Philips Electric for about $500 million.
[bctt tweet=”Stories give you an emotional connection. Video is a powerful way to connect with buyers.” username=”John_Livesay”]
For people who don’t know what that is, that’s for getting your teeth clean.
They held back from the patent or the sale to Philips the Sonic Technology for face cleaning. They started this whole other business, did the same exact marketing, they build good products if you’re familiar with it and started the Clarisonic, but it was a mirror of what they did with Sonicare. In both cases, the thing that launched both those businesses, they had some type of in with Oprah Winfrey and they got the Clarisonic skincare brush on Oprah. As soon as they do that, the business exploded and took off. It’s a fantastic product. It worked well.
Your book, The Amazon Jungle. You’re talking about that. I have a story of a founder I helped with his pitch who because in his culture, it’s a rite of passage into manhood was dropped in the Amazon jungle naked at eighteen after growing up in the Netherlands. He had to survive there for two weeks. I talk about lessons learned from the Amazon jungle, taking it to the concrete jungle of being an entrepreneur as part of his story of why investors invested with him. I love the title, The Amazon Jungle. I know it’s not your first book. What made you want to write this book?
Years ago, I got asked to do the keynote presentation at something called The Prosper Show. It is the main trade show for third-party Amazon sellers. At that time, my background was in direct to consumer marketing, but I knew very little about this platform that a lot of people were having success on. I gave that presentation and my eyes were open because I sat into a lot of the different seminars that were going on. I wanted to learn as much as I could about Amazon. I met a guy there who was at the Top 200 Sellers, named Jason Boyce. It turned out, he lived in Seattle where I live. We started dating together every Friday for coffee and he would pick my brain on what I knew about direct to consumer marketing and direct response marketing.
I pick his brain on Amazon and we came up with the idea said, “We should turn these conversations we are having into a book.” A lot of it is Jason’s expertise. He’s been selling on Amazon since 2003. He built an eight-figure Amazon business and he was at the Top 200 Seller. Now, he has an agency called Avenue 7 Media, but the book is a guide. When you talk about your friend being in the Amazon jungle, that’s scary to me.
If you do that without some type of guide, knowledge or whatever, you can lose your life, worst-case scenario. With the Amazon jungle, it is like that. It’s very difficult to set yourself apart. There are over a million third-party sellers. How are you going to differentiate your products? The book is a guide for anybody that wants to sell on Amazon from point A to point B. Everything you need to know, even going back to pick a category, a product, how to differentiate your product, how to optimize your listings, a step-by-step guide to be successful on Amazon.
You talk about the importance of sharing your story. That resonated with me that storytelling allows us to build trust. Do you have an example of the client that you’ve worked with that told their story as it related to a product they were selling and why that helped them break through the clutter?
It ties into Amazon a little bit. I’ve been doing that with almost every product we mentioned so far in the show. A good example of one, there were these two sisters that were from Taiwan and they were selling a product on Amazon called Puriya, which is a skincare cream that helps fight eczema. The name of the product was The Mother of All Creams. They were doing very well on Amazon. They came to me and they said, “How can we help our business?” I took one look at their website and the problem with a lot of Amazon sellers is, Amazon does all the marketing for them. They don’t have to do much outside of Amazon.
I felt like, “If they could tell their origin story, it helped their business. It gave some background to their product.” I helped them create an origin story where they grew up in Taiwan. When they wanted to treat an illness, their mother would go to the farmer’s market and buy different herbs. It was this recipe that they put into their product. That’s why they named it The Mother of All Creams because the recipe came from their mother. We put that on their Shopify site. Now, when somebody is on Amazon and saying, “Why should I buy Puriya?” They’ll go check the website and they see that there’s a story behind this product. It’s not some product that’s out of thin air. That’s a good example. Their business is thriving now. Not in the whole part of the story, but it helps build the brand.
That was my question that you’ve answered is the story doesn’t necessarily live in the product description on Amazon, but hopefully, there’s something in there that incentivizes people to go read more about it on the website.
[bctt tweet=”If people like your product or service, they’re more than happy to talk about it.” username=”John_Livesay”]
I’m a huge advocate of origin stories and tell the background story. If I start working with a client, I do a lot of marketing consulting these days. The first thing I do is go to their website, look at the About Us page, and see what happens. When I first come to the website, I’d love to see a video story of who we are, what we do, and why we’re different than the competition. If I want to dive into more detail and if a website doesn’t have that information, that’s one of the first things I tell people to do is to put that story in there because it creates credibility and authenticity to a product and helps their brand in general.
Also, the emotional connection.
That’s the most important part.
Do you have a lot of your clients putting short little videos on their Amazon product, whether it’s a testimonial?
I’m a huge believer in using video. I’ve used it for the many years. First on TV. Now online with Facebook and YouTube. There are all statistics about how powerful video is, and it’s an easy way for people to get information. Amazon is slowly opening up their advertising and even their product listings to include more video. I’m a big advocate of people using video as much as Amazon allows them online. I’m an advocate for doing that.

The Amazon Jungle: Stories create credibility and authenticity to a product and help build a brand in general.
Is that something that they can shoot on their iPhone, or do they need to hire a professional agent?
It’s funny you say that because I come from the background many years ago of you couldn’t go do a video shoot for less than $10,000 because of expensive camera lights. In testing that we’ve done and it’s obvious because of social media, people respond to video that is shot on an iPhone or whatever type of mobile device you have. More so than a very slick presentation. There are a couple of little things and your audio quality is always important. You need to have a nice little microphone and the lighting is good, but if you can go online and look at some basic video production techniques, the technology of mobile phones these days is almost as good as a $50,000 camera, ten years ago.
Since you’ve analyzed many different people selling things on Amazon, what are the common traits that you see that the top sellers have?
What a lot of sellers don’t have and you or your readers can go onto Amazon. Let’s use a coffee maker, for example, big brands that you’ve heard of. You’ll look at the product listing and you’ll see an image, a shot of the product from the front. You’ll see it from the side and they’re boring. They’re almost like something you’d seen in the instruction guide. What I’ve worked with Amazon sellers that we talk about in a book is use those listings. We took this from our success on TV. Each one of those listings should almost be like a magazine ad. If you’re going to show a coffee maker, call out the benefits of the coffee maker and use infographics so that when you’re looking at the image, you talk about the timer.
What’s the benefit of having a timer? You have delicious coffee ready for you when you wake up in the morning. Put people in your images. I was working with another guy who sold gaming products, foosball tables, ping pong tables, and he showed these products, but they didn’t have many people in them. I go, “You got to show people using the products.” It’s a simple thing that seems common sense to a lot of people. You see a lot of Amazon sellers not doing it. Those are some of the suggestions we talk about in the book and I bring to people when they ask.
[bctt tweet=”If you’re marketing a product, you must have a good foundation on Amazon.” username=”John_Livesay”]
It’s a lot like SEO with Google, where part of the problem is, if you don’t show up on the first page of a search for a product, then nobody finds you and you’re helping the book, gives some steps on how to get your product to show up fast.
We do talk about that. Yes, that is a problem. The goal is to be on the first page or first search when you come up on Amazon. We do talk a lot about how to do that with SEO, how you’re advertising both on Amazon and off Amazon can help you do that, people that are leaving reviews, and the importance of reviews. I’m a huge advocate of authentic testimonials. Mainly because they help tell your product story in a very authentic, credible way. I talk to people all the time about using real consumer testimonials on their Amazon reviews, but I tell them to take it a step further and try to get those people that are leaving reviews and do some video testimonials if possible and put those on your website. To me, that’s one of the biggest selling tools that you can have.
When someone left a review for my book, they put their picture with the review, as opposed to being the words, which I thought, “Even just that makes it pop.”
It adds a dimension. I do a little presentation on that. I talk about testimonials and exactly what you said, the basic layer is written with someone’s name, but if you add a photo to that, that’s even better. If you add audio to it, it’s even better. The ultimate is a video testimonial. Believe it or not, advertising wise, the more that you have in that testimonial from the standpoint of video or whatever, it will convert better than just a written Amazon review.
Do you have any tips on what people should do to try and get authentic reviews?

The Amazon Jungle: The goal is to be on the first search results page when you come up on Amazon.
I have one thing. Send me an email at [email protected]. I have a free download. It’s a six-step email template that if you have a database of customers, and even if you have 50 customers, this will still work. It’s something that I’ve used over the years to get people to come in and do a testimonial for you. I find that a lot of people that are product owners are afraid to reach out to get testimonials from people that have used their products. I’ve always found that if people like your product or your service, they’re more than happy to talk about it.
This email sequence is something that you can use to send to your database of customers. It’s a way of setting up and getting testimonials that you can interview. That does two great things. You can get a video testimonial of people that you can use in your marketing, but I also found it’s a great tool for product research. The feedback from someone, if you sit down and ask someone twenty questions, “How did you hear about my product? Why do you buy it? What do you like? What do you don’t like?” After interviewing ten people, you start to see a bunch of trends, and those are things that you can use in your marketing.
I do that with the students that have taken my online course. In the Facebook group, I’ll say, “What was the big takeaway from the session?” It’s fascinating to see 6 out of 10 people saying the same thing. “I learned how important it is to make my pitch conversational. I need to stay concise.” When other people keep reinforcing that that was their takeaway, the students locks in even stronger than just themselves thinking about it. Having people say it out loud, not only helps them, but also the sense of community. It helps me with my marketing knowing what to focus on for future students. If you’re struggling to say, “Be concise.” If you’re struggling not to sound like a robot, then you might need to learn how to tell better stories. It’s a continuous loop is what I found.
It’s a feedback loop. It’s awesome that you’re doing that. You’d be surprised how many people, course owners, product owners don’t talk to their customers. I got a funny story about Sonicare. We were going out doing interviews for Sonicare and we didn’t know what all the marketing messages were yet. It was a relatively new product. After interviewing about fifteen people, probably about half of them said that they had gotten better dental checkups since using the product. We put in the “the better dental checkup guaranteed” that if you bought this product, we guaranteed you have a better dental checkup or your money back. That came from customer feedback.
I’m not trying to imagine what is important to people, but hearing it. If that’s your ideal client, then that’s what we want more of. Let’s also talk about defending a brand. If we don’t have a strategy that sometimes marketing dollars that we think are driving traffic to our product, go to our competition. How does that work at Amazon? Is that unique to Amazon or is this true everywhere?
[bctt tweet=”Start an Amazon business with a product. Having a lot of money is not needed.” username=”John_Livesay”]
That’s probably true anywhere, but Amazon’s a good example. A few years ago, I underplayed the importance of Amazon. Now, you can’t. They own 50% of all the online sales in the US. They’re a gigantic place where people like to buy because it’s convenient and they get good prices. I always tell people, if you’re marketing a product, you have to have a good foundation on Amazon. Otherwise, any advertising dollars that you spend anywhere else people will end up searching automatically on Amazon for your product. Even if you tell them to go to your website, or you have some other special offer place, they can buy it. They’re going to check Amazon first. If you aren’t there and have a good brand page or good listing set up, your advertising dollars are going to drive somebody to buy your competitor’s product. It’s important to have a good Amazon foundation set up before you start spending a lot of ad dollars in other places.
Do you recommend that people start getting a product from China or something and then marking it up and then trying to sell it on Amazon? It’s something that they should have some experience with or where does somebody start to even think, “I guess I like it?” Does it require a certain minimum amount of money to make all this work?
Any business requires a certain amount of money. Starting an Amazon business is pretty low, you don’t need a lot of money. You do need to start with a product. We have an entire chapter devoted to a couple of things. You don’t know where to start. We tell you, “Think of your personal interest, whatever is your interests. You might have a pet. Let’s look at the pet category.” We tell you in the book the way to check different areas of how they’re doing because you don’t want to go into an area where there’s no sales or no interest, or nobody’s searching for it. We tell you to pick out an area where there is a lot of upside opportunity.
If you go over to China and you are going to find a product to market on Amazon, how to make that profit product different than the competition? The last thing you want is they always say, “There are 100 people selling toasters or blenders on Amazon. It’s a race to the bottom, whoever has the lowest price.” We go the opposite direction and say, “How do you take a product and make it more into a brand and differentiate it before you start selling on Amazon?” There some simple design tricks that you can work with the factory. My co-author Jason had an eight-figure Amazon business. He was selling on Amazon since 2003 and has made every mistake under the book. The book is a way of learning from other people’s mistakes.
We do get into various specifics things of doing it. It’s amazing things you find. One of our clients at Amazon Avenue 7 Media is a company that makes wheelchairs for dogs. You’d never think that that’s a big category. They get the same injuries as humans. They’ll torn ACL and they need to use these things. You would think of yourself, “That’s not a very big category.” These guys are doing six-figure business every month. It’s amazing what you can do if you do a little research and we show you how to do that.

The Amazon Jungle: The more testimonial videos you use, the more it will convert than just a written Amazon review.
Any last thought or a quote you want to leave us with?
If I tie it into the book, the biggest thing, and it relates to your friend’s story is that if you’re a seller, Amazon isn’t your friend, they’re your competitor. If you need a guide so that you don’t fall into a trap and let Amazon take advantage of you. We spent a lot of time telling you the pitfalls, what to look out for. It is almost like a map or a guide to be successful on Amazon. That’s probably the biggest thing.
The book is The Amazon Jungle. You can find it on Amazon as well as Rick’s website. Rick, thank you for sharing your fascinating background and all the successes you’ve had and how you continue to go from promoting something in a newspaper to not promoting the Amazon is the new newspaper in a weird way that everyone uses now to access and find information.
Thanks for having me on. I appreciate it.
Important Links
- The Amazon Jungle
- No Money Down
- Trillium Health Products
- Condé Nast
- Clarisonic
- The Prosper Show
- Avenue 7 Media
- Puriya
- [email protected]
- RickCesari.com
- Better Selling Through Storytelling Method Online Course
Wanna Host Your Own Podcast?
Click here to see how my friends at Podetize can help
Purchase John’s new book
John Livesay, The Pitch Whisperer
Share The Show
Did you enjoy the show? I’d love it if you subscribed today and left us a 5-star review!
- Click this link
- Click on the ‘Subscribe’ button below the artwork
- Go to the ‘Ratings and Reviews’ section
- Click on ‘Write a Review’
Love the show? Subscribe, rate, review, and share!
Join The Successful Pitch community today:
- JohnLivesay.com
- John Livesay Facebook
- John Livesay Twitter
- John Livesay LinkedIn
- John Livesay YouTube
Book Yourself Solid With Matthew Kimberley
Posted by John Livesay in podcast | 0 comments


When we think of attracting clients into our business, we immediately think of marketing. But not for Matthew Kimberley, the owner of Book Yourself Solid, who believes that marketing does not get you clients. In this episode, he joins John Livesay to explain to us this contrarian idea as inspired by Michael Port’s Book Yourself Solid, a handbook for self-promotion that can help you get more clients even if you hate marketing and selling. He discusses the effectiveness of emails and how best to format them, growing a personality-based brand, and becoming a person of value rather than a provider of value. What is more, Matthew then speaks about why your business should be a love story, one that is between you and your business, you and your clients, and you and marketing.
—
Listen to the podcast here
Book Yourself Solid With Matthew Kimberley
Our guest is Matthew Kimberley, the Owner of Book Yourself Solid. He works with coaches and all kinds of entrepreneurs to do just that. He said, “Marketing does not get you clients.” What an a-ha moment that was for me and many other people. Find out what he means by that. He said, “Your business should be a love story.” Enjoy the episode.
—
Our guest is a friend and he is quite fun to talk to. You’re going to enjoy this episode. Matthew Kimberley helps small businesses sell more and sell with sophistication. He spends a lot of time providing strategic counsel to business owners and coaches. He’s got over two decades of international sales and advisory experience and multiple millions of dollars, euros and pounds that he has generated for companies. Now he hides out in the Mediterranean. Welcome to the show, Matthew.
Thank you for having me, John. There is nowhere I would rather be on a wet Thursday afternoon than doing this with you.
Isn’t that the definition of success that you’re with the people you want to be with in the place you want to be and that there’s no anxiety of, “I wish I was doing something else besides this?”
I still struggle a bit. I’ve got young family. I’ve got two boys. One is seven and one is eleven. Like many people who are self-employed and to have young families, I do battle a bit with what gets my attention when, and I’ve got much better at this and I’ll tell you why I’ve got that strategy. I felt guilty when I was at work because I was neglecting my kids. I felt guilty when I was with my family because I was neglecting my business baby.
What changed was confidence that came with time. I proved to myself year after year that business will probably be okay and I didn’t have to stress and to take time off, to switch off from business and spend it with my family. It didn’t mean anything was being neglected. I still get that sometimes. If one of them falls over, gets a booboo, needs a kiss and I’m on a call with a client, but generally with confidence around next month’s revenue and next year’s revenue comes a bit more relaxation and freedom of time. Freedom of time was the ultimate metric of success if you can choose who you spend your time with, where you spend your time, then what else do you need?
I love to ask my guests their own little story of origin. You can go back to school days. Take us a bit on your own personal journey before you got to this place where you do have the freedom to help other coaches get themselves booked. I’m guessing at one point you might have been in that situation where you were struggling to get booked. Who knows?
[bctt tweet=”Marketing does not get your clients.” username=”John_Livesay”]
It was the end of the summer, 1979, Paris. Reverend John Kimberley and his wife, Susan Kimberley, were probably putting their feet up in their hotel room after a long boozy lunch. If I go back too far, this is the conception story. My first self-employed job was selling entertainment in the streets. I was a juggler and a busker. I was a street entertainer. I learned that there was a direct correlation between asking for people to throw money in the hat and people throwing money in the hat. With the benefit of hindsight, I look back and say, “That was probably one of my first introductions to persuasion and sales and being in direct control of the amount of money that you earn.”
I’d go and stand in the street first and balls around and people would walk past, but when I caught their eyes, I smile at them and said, “If you enjoy the show, give me a pound.” They were far more likely to give me a pound so asking for the sale. Fast forward a few years, I’m working in timeshare by accident. This is age 23. It was my first introduction to hard direct selling. I got the job because it was the only job in a foreign country that would employ me without a work permit and because the turnover was massive. We were paid on a commission only basis. It was low risk for them to hire foreigners in the block, but it was a real baptism of fire.
We had daily sales motivation training for an hour, 8:00 AM to 9:00 AM. We would be given unqualified prospects and told if you spend 6 to 7 hours with them and followed the system, there’s a 10% chance they’ll buy something, which is exhausting, but true. They will give you an unqualified prospect. They had no idea what they were in the room for, probably the promise of a dolphin show or a winning prize or free bottle of champagne. We’d sit down with them and over the course of seven hours sell them $10,000 worth of vacation ownership. That taught me about direct sales. It taught me about the importance of not leaving anything to chance to following the system of crossing the T’s and dotting the I’s. It was a horrible filthy industry. It was lots of fun, lots of drugs, lots of late nights.
I didn’t want to sell it to my parents. When they came to visit and they said, “Can we come and see what you do for a living?” I said, “No.” If I can’t do that, I probably shouldn’t be doing it. I shouldn’t be selling it to other people’s patterns or grandparents, so I left. I got a job in corporate sales and fast forward again a number of years, I own a recruitment company selling agency services. I’m a 50% owner in a recruitment company that sells agency services to large multinational corporations, agency being, “I need a Java programmer.” I’ve got a budget of €600 a day. I would go and find somebody for €400 a day and take the difference. Huge money, young age, I hated it. I was the other owner. I was getting into work later and later I had a fractious relationship with my business partner.
Although I loved parts of the job like selling and training my salespeople, I didn’t love anything else about it. I didn’t love the structure. I didn’t love the industry. I was bored by it. I could only talk computer technology for five minutes before falling asleep, and here I was talking day in, day out with people who were trying to batter me on price every time I met them. I left and I said, “If I enjoy sales and I enjoy training, maybe I should become a sales trainer.” That’s what happened. I didn’t want to do it my own because of my interest in selling, which had been born with timeshare. I had been on various mailing lists, rather like you are now, John, and everybody reading this. I had a bit of savings from selling my 50% share of the company and Michael Port who wrote a book called Book Yourself Solid, which I’d read and whose mailing list I was on an opportune moment sends a blast out to his list that said, “Would you like to become a Book Yourself Solid Certified Coach?”
Fast forward 12 years, 13 years. I now run the Book Yourself Solid Organization. Michael has retired from operations and I am now the person who trains the trainer how to book their own business to solid, but also how to book their clients businesses solid. It’s an absolute joy there. We all have days which are better than others, but there’s isn’t a day I don’t say I’m not grateful for the trials and tribulations and the journey that I’d been on because now I get to do this. I get to hang out with rock star coaches four times a week. We have mastermind calls, open invitation to all of our licensed trainers and ambassadors. It’s a community that looks out for each other. We’ve got a fantastic piece of world-class intellectual property, which the market is hungry for and the works. Thank you for asking John. Do you want me to fill in the gaps? I should stop talking now. That that story could go on for days.

Book Yourself Solid: Freedom of time is the ultimate metric of success if you can choose who you spend your time with and where you spend your time.
No. it’s good. I find it fascinating too. The lessons learned from, first of all, getting people’s attention on the street much like we all have to do in digital marketing and blog posts and advertisements to not being afraid to ask for the order, is that a big problem for a lot of people. They feel awkward and clunky doing it. Not having a system, a script, a plan in place. Before GPS there were these old maps that we have in California, it was called the Thomas Guide. You’d have to flip pages and then you get halfway where your speed, it’d be like, “Now turn to page 506.” The rest of that particular journey continues. You’d be like, “I can’t look at this and drive at the same time.” That need for a clear, concise roadmap can never be underestimated. A lot of people have been in that situation where, “Can I do what I love and make money?” It seems like they’re mutually exclusive. When you can show people they can do both, that’s where it becomes magnetic. I do have a question about what you’re doing, training the trainers. People are thinking, “Is this for me or not?” If someone’s a coach or a consultant, they probably need Book Yourself Solid. Whether they need to then train other people who is it that decides, “I don’t want to coach anymore. I want to train other coaches.” How does that work?
There’s this sweet groups of people who join our program. It looks a bit like a business coaching franchise. If you are from the outside because our business is the transference of intellectual property. If you want to be a coach, we will give you workbooks, materials and a system that you can give to your clients and guide them through it. That’s where the similarities stop. There’s no territorial exclusivity and no royalty payments made. We don’t take a percentage of your earnings. It’s a flat annual fee and an affordable one. We say that every Book Yourself Solid Coach who’s using the material should make their annual investment back with two clients. We want you to be signing up more than two clients a week, ideally.
That’s where the paradigm is with the franchise, but that’s a close parallel. You’re not tied to it. You can mix and match it with anything else you might be selling. You might be a car salesman who also does Book Yourself Solid on the side or you may offer personality assessments or you might be certified in fifteen other modalities. You might have picked up certifications from Tony Robbins or Mike Michalowicz. We’ve also got franchise owners who are also Book Yourself Solid Coaches because they can use them together. Three groups of people, the first group of people is the existing sales trainer or coach or business consultant who knows that they can flip the IP for profit quickly. John, if I were to say, become a Book Yourself Solid Coach, John, and in three weeks’ time after you’ve had time to study the material, you can hold a workshop for your own clients, charge them $1,500 a pop for a weekend workshop and keep 100% of the cash.
What are you going to teach in the workshop? Book Yourself Solid. Some people see it as a piece of inventory they’re buying retail, they’re selling wholesale. That’s for the experience coach. The experience coach is also interested in masterminding with other experienced coaches. That’s what we do four times a week, which is super valuable. That’s the third group of people. The third group of people are business owners, who are not that interested in reselling or teaching Book Yourself Solid ever, but they want to use Book Yourself Solid in their own business. What better way to learn it than from the source? They can hire a Book Yourself Solid Coach for $3,000 a month or they can join us for a whole year for a fraction of that. That is the 1st and the 3rd groups.
The second group are the pivoters. These are the people who say, “I’ve finished a career in engineering or consultancy or retail or human resources or I’ve got my Psychology degree. I want to try to make a success of being a coach or a consultant.” We say, “Do it with us.” We provide them with comprehensive training and coaching skills and business skills. In the first 6 to 12 months with them, we want them to get booked solid. Whether they’re teaching Book Yourself Solid or whether they’re teaching Reiki, it’s skewed primarily for consultants or coaches, people who deal in intellectual property rather than massage therapist or dentist or anything like that. We’ve got a lot of chiropractors in the group, by dint of the fact that there’s a happy marriage between Book Yourself Solid and the chiropractic community based on some of our influential alumni. They’re all coming at it from the angle, which is, “I want to get my chiropractic business booked solid,” and teach the chiropractors have to do the same. Those are the three groups of people. We support six figure coaches.
What a big need. Let’s say you’re in that pivot group and you’re leaving this career as an engineer, for example, and you want to do something else in your life or you want a side business, you’re not dependent on whether you get fired or not. This roller coaster of income, when you don’t have the plan and you’re like, “I had a great month this month but because I was focused on delivering, I was ignoring the attracting and converting part.” That is a big fear and a big pain point for many people is I’m working for myself but my income is inconsistent. You’re solving that.
[bctt tweet=”Be a person of value, not a provider of value.” username=”John_Livesay”]
Consistent income, consistency of revenue being booked solid is not on booked solid in January, but I’m not booked solid in February is perpetually working the system to make sure that your marketing is attracting attention on a consistent basis. That marketing doesn’t mean you’re doing endless calls. I don’t believe in endless content marketing, categorically don’t. That’s an invention of the last several years. I don’t see why coaches have to also be publishers. That’s crazy. What happened to old-fashioned marketing. Book Yourself Solid has been around since before the social media. The first edition of the book came out in 2006, which is before social media was a thing. We have some evergreen client attraction strategies, which you can supercharge with social media use. If you look around your neighborhood, John, at the businesses that are booked solid, often the owners don’t even know how to turn on a computer. They are providing a valuable service to a community who needs it. There’s a market to product fit or market to service fit. They’re doing, over generations, the right thing in order to keep people walking through the door.
We sit firmly in that camp and say, “We’ve got tools that we can use that will help us gain access to the right people.” Marketing doesn’t get you clients. Marketing creates awareness about who you are. We’ve got one of our certified coaches is and I’m glad you said a sidekick. One of our coaches who has got a comfortable six figure income from providing coaching services is a full-time partner in a technology firm. For about 5 to 10 hours a month, he provides services to 5 or 6 clients who have his cell phone number. He will talk to them when he’s walking the dog on a Saturday or Friday afternoon, and they will pay him a retainer of $2,000 to $3,000 a month in order to have access to his insight. He has got $100,000 to $150,000 worth of business for fifteen hours a month.
I love what you said, marketing doesn’t get you clients.
That’s one of the fundamental premises of Book Yourself Solid.
When you say something like that, our brain goes, “Wait a minute. What? That’s the opposite of what I think or was taught.” That’s what cuts through the clutter. That’s why our brain goes, “That’s new information.” I would be totally remiss if I did not ask you and edify your incredible skills at writing emails, nobody does it better. You don’t have to take my word for it. I get highly entertained and watching a master at work when I read these things. I love words. If somebody wants to see an example of your email at work, they can go to MarketingForCoaches.com and get the five things we need to do every morning to get more clients in 60 days. I’m guessing that email is entertaining and informative.
I’ve got a love affair with emails. I still think there’s no better way to build a long-term relationship with people, but most people in our situation who own a transactional email service like a AWeber or Mailchimp or Infusionsoft or ConvertKit, whatever they’re using onto using it. I know this because I’ve asked thousands of them when talking about and selling my Delightful Emails program, that’s always the first question. If anyone raises their hand to be a prospect, I ask them, “Do you have something?” “Yes.” “Are you satisfied, quite satisfied, unsatisfied with the way that you’re using it and the results that you’re getting?” Vast majority say, “I’m unhappy with the results I’m getting.” We tend to poop the bed when it comes to sending out an email to our prospect database, but we never poop the bed when we were sending an email to a girlfriend or a boyfriend or family members or our high school buddies, we say, “I have a special relationship with you. I know that you want to hear from me.”

Book Yourself Solid: The Fastest, Easiest, and Most Reliable System for Getting More Clients Than You Can Handle Even if You Hate Marketing and Selling
The only reason that people have ended up on your mailing list, unless you a spammer, in which case there’s a special place for you in hell, is because they have raised their hand and said, “I want to hear from you. I want you to help me, please help me.” If we don’t email them regularly, then we’re being neglectful in our duty of care towards our prospects if we want to put a hippie slant on it. The other mistake that people make is they can’t get the tone right. When I was in recruitment, people wear a professional hat and people wear a personal hat. The beauty about growing a personality-based brand, that doesn’t mean a personal brand, it means a brand that has personality, is that you get to inject that personality into your emails. Recruiters would always write on LinkedIn. I used to beat them up for it. They would say, “We are currently seeking candidates with the following attributes.” I would say, “Who uses that language? William Shakespeare?”
Are you someone who’s looking for a job? We’re looking for some people who are, it’s how people talk. We got to remember how we talk. We talk to a human being on the other end of the line. We should have a relationship with them where we are the leader. They’re looking to us for leadership, but we can’t, everyone’s got to develop their own voice. I’m not saying one voice is appropriate for you. Everyone’s got to find their own voice. My Delightful Emails program does help a bit in how you find your voice. My preferred relationship to my list is like the head of the family. I want the best for them. I refuse to insult their intelligence. I’m going to nurture their growth. Sometimes I’m going to slap them if they’re being stupid and send them to the bedrooms, and often we’re going to have pillow fights and tickle parties.
We want them to see fun dad and we want them to see concerned dad. We want them to see caring that empathetic dad. It might not be dad. It might be a different role. You have to think carefully about authenticity and vulnerability because people are coming to you for a specific reason. If you start treating them as your therapist, which many personal brands do, they write to their list and they evacuate their spiritual bowels onto the email and start to share every problem because somebody once told them that authenticity is the key to building relationships. Yes and no, but leadership is the key to sales. If you’re going to say to somebody, “I’m a complete mess, my life is a mess. Please join my life coaching program.” You’ve got a problem. If you’re in a hotel room and the hotel is burning down and somebody knocks on the door and says, “Follow me, I know the safest way out of here.” You’re going with them.
If somebody knocks on the door and says, “I’m feeling a bit lost too. Shall we run together and see if we can find a way out?” You’re like, “No. You stay where you are. I’m not coming with you. I’m safe where I am. Thanks you.” You list and looking for leadership. The key thing is value. The concept of providing valuable, actionable content has destroyed email marketing because everybody feels that every email has to be valuable and they’ve translated that into, “I must provide how to content in my email.” Even worse, what they do is they double create. They say, “I’ve written a how to piece on my blog. How to get over your boyfriend? How to get more clicks? How to get on the first page of Google? How to get more followers on Instagram? How to overcome your mental turmoil?”
They write an email that says, “I have written some valuable content for you, click here.” What you’re training people to do is ignore your email because there’s no value in the email. You might say, “Matthew, do I put how to content in the email?” How to content isn’t valuable. It might be valuable for a brief period of time when we ended an answer to how can I get more Instagram followers or how can I fix my washing machine? The minute our washing machine has been fixed, we’re throwing away the manual and we can’t find it next time we need it or we’re going to Google it. John, if your house was burning down or if your hotel room, what are you risking? What is valuable to you?
You’re rescuing your family members, your photos, your record collection and your phone, which is your connection to the outside world on your friends. What about if we could show up in a way that mirrors that? What about if we could become a person of value rather than a provider of value and a person of value makes us feel something. They make us laugh, cry, think and angry. They’re the people that we live with. They’re the people that are always welcome to our kitchen table, which solves the problem of how frequently should I email my list? The answer is, “Would I be welcome to sit down and have a cup of coffee with them? Am I making them smile? Am I making them laugh? Am I making them cry? Am I making them feel something?” Value is where we spend our time and money. Where do we spend our time? What’s your most valuable app on your phone, John? The one that for the rest of your entire life, you have to get rid of all of them, but you can keep one or maybe two. What are they?
[bctt tweet=”Confidence is not enthusiasm.” username=”John_Livesay”]
I’m directionally challenged, it would be Google Maps so I can get to figure out how to get from point A to B.
That’s it. You’ve got Google Maps on your phone for the rest of your life. You are an anomaly, John. You’re the first person who’s ever said that.
My biggest fear is being late and lost because I was having to go on many cold calls. I am meeting clients for the appointments. I would sweat bullets being lost in Los Angeles in the freeway system and then I would be late and lost. That’s my biggest anxiety. It’s still solving a problem.
Let me tell you what 90% of people tell me, they tell me a way to connect with friends, WhatsApp or Facebook Messenger because you can’t live without friends. For me, it’s Spotify. If you tell me that I can’t have music in my ears whenever I want it, when I’m walking the dog, whatever I’m doing, that for me is a fate worse than a life without music. Can you imagine that? Like people say, is it too soon to email the list? If you’re doing it right, it’s like saying, “Is it too soon to release another episode of Breaking Bad?” No, because people want to binge it because they value the emotions that our favorite TV show stirs up in them. They want it. They want more and more of it. That is what you can achieve with emails if you care.
There are many nuggets here, be a person of value, not a provider of value because a provider of value, we don’t need that. We can Google it. The overall arching theme that I take away from listening to you when you and I have had this discussion before is the value of storytelling, which hooks into people’s emotions, whether laughing or crying. A lot of people are struggling with, “How do I tell a story in an email? How do I make my subject line interesting enough to make somebody open it?” All of that is part of a story. During a pandemic, a lot of healthcare companies in particular, salespeople are struggling to get in the door because they can’t see the doctor between surgeries and they can’t walk into their offices anymore and they’ve never had to learn how to request a virtual appointment, an email. If you’ve never had to do it, you don’t have that skill.
There are two different things. One is how can we tell a story in an email? What makes a good story? What makes a good subject line? You’re the expert when it comes to this. If you weren’t writing delightful emails using the person of value approach, you can say anything. It doesn’t matter. If you were dating somebody and you’re in the throes of a new romance, they can send you a message that says, “Babe, I had a bowl of cornflakes for breakfast. It was delicious.” That will be the most delightful email that you received that day. Am I wrong? It’s because of who it is from. I do have strategies and techniques for quickly generating stories for emails. The trick is if it comes from someone that you want to listen to, then the content of the story is less important than who’s telling that.

Book Yourself Solid: Marketing doesn’t get you clients. Marketing creates awareness about who you are.
We build that through entertaining content about being a person. The other thing, when you’re talking about these horrible recruitment advertisements, unfortunately, that typically is what salespeople are saying. The corporate speak, I’ve heard, “We use critical thinking to anticipate problems. You should hire us to do this project for you.” I was like, “No, we need to tell a story and show it in the story.” Let’s talk about what is the biggest mistake people make trying to get themselves booked solid?
They believe that marketing gets them clients and that’s backwards. I had somebody talk to me who says, “If only I could get more Instagram followers,” that might be true, but it’s a supposition which comes up far too frequently without any grounding in fact. What would be true is I have a sales conversion process that attracts the right people that gives them incentive to stick around that I can build trust. They can repay their trust by making investments in me and my services that are proportionate to the amount of trust that I have earned. Sometimes that’s financial investment, an investment of time or an investment of data or an investment in spreading the word about you. I have comprehensive systems in place to close the sale when it’s appropriate.
I have literature and information products that speeds up the sales cycle process so that I don’t have to be pitching people one-to-one doing coffee endlessly time and time again. I can tell people I’ve got all of that in place. In short, I know how to close the business. What I also know is that 90% of my customer database has come from my Instagram marketing efforts. Therefore, my hypothesis is that if I could add 2,000 Instagram followers a month to my 2, 000 qualified, targeted, appropriate prospects to my Instagram, then that would result in 500 new additions to my newsletter each month, which would result in five new clients every month. That’s great, but that’s not what I hear. What I hear is, “If only I can crush Clubhouse, then I can make $1 million.”
The biggest mistake people make, and it’s where we always spend the longest is market to service match. I work with coaches and consultants. They tend to stay things like, “I help entrepreneurs find freedom.” “Bob, here’s Elon Musk. What are you going to do with him?” “Here’s an entrepreneur for you. It’s a lawyer. He’s the founding partner in a firm that has 40 partners and 300 employees in six offices around the world. Do you think he needs your solution for finding the perfect virtual assistant?” No. Firstly, we talk about what we do by honing in on a specific target market. “I help goddesses step into their light” is something I never want to hear. “I help women.” No, you don’t. Let’s be serious about this.
The living proof of whether or not you have a business is if somebody will buy your product or service twice. What we tried to do is we think we have resources that we don’t have access to. We think we own a trawling fleet, a fleet of fishing trawlers with an army of 300 fishermen who are going to go out with these nets that are 5 kilometers long and we’re going to catch all of the fish in the sea to become our prospects, but we don’t have those resources. We have ourselves, probably not much money when we’re getting started, and a fishing rod. What do we do? We go to one fishing spot. We dangle one line and we try and catch a nice big fat fish that will feed our family. We don’t say, “I’m going to try a different spot.”
You do your research. You find out where the fish are, and you show up repeatedly and you have something that is highly relevant to them. That’s the biggest mistake people make. They’re afraid, terrified to get specific about their target market. Remember, John, the target market is where you target your marketing. Unless you have squillion dollars to spend on reaching everybody in the world, you better be laser-focused. In fact, you may have zero budget. You may only have time and energy to show up. What do you choose to do? One day you show up in Florida and other day you show up in New York and other day you show up in Minnesota and other day you show up in Texas and other day you show up in San Diego. By the time you’ve done all the states in the world, everyone’s forgotten about you.
[bctt tweet=”For every success story, there are 90 horror stories.” username=”John_Livesay”]
What about if you showed up at the school gates in your zip code every day after school, wearing your yoga gear and start to have the conversations with the mothers who are waiting to pick up their kids and the dads who are waiting to pick up their kids about the fact that you’re a yoga teacher? Do you think you might pick up 4 or 5 clients within the space of three weeks? You would because you’ve chosen your pawn.
What I hear you saying is we’re not Coca-Cola. Coca-Cola has huge budgets and they’re trying to market to everybody.
Even Coca-Cola wasn’t Coca-Cola when they started and Starbucks wasn’t Starbucks when it started. When Starbucks started, they didn’t have the budget. They had enough money to open a single retail outlet in Seattle where they sell dried coffee beans. They said, “We can’t sell to the world. We’re going to sell to people who live and work in this neighborhood.” If somebody came from outside of their target market and said, “I live in Portland but I’ve heard you make great coffee. Can I buy a bag?” You say, “Yes, of course you can,” but you don’t fly to Portland to tell people to come to your store in Seattle. With time, when their resources grew, they were able to offer additional services to their target market. “You know what we can do with these beans? We can ground them up and add hot water and give you a cup of coffee while you’re here.” “We can sell bananas, oatmeal and newspapers. This worked well here. We have the resources. We’re going to open a second store and begin to appeal to a different target market.” That is the mistake everybody makes. They think outside of the resources that they have available to them.
I hear that a lot too. I tell people, “Remember, Amazon sell books first.” People forget that and you’re trying to be what Amazon is now. It would never have worked, it will be too overwhelming.
John, if you want a, if you want a six-figure consulting business, do what our guy did that I told you about, find five clients who will give you $2,000 a month and then you’ve got $120,000, $140,000 worth of business coming in. Even if that takes you 25 hours a week at the beginning in marketing, you are on course for a winner. You might have been sold the idea that online courses are the way to go, maybe they are, but for every success story, there are 90 horror stories. That’s not true for small service businesses who go to a clearly defined group of people and say, “I have a thing that I could help you with.” They don’t see a 90% failure to complete the course rate. What they typically do is they might limp along for a bit, but they’ll get a client in the 1st month, 2nd month, 3rd month and then they’ll start to get traction. Think small.
Also, this Book Yourself Solid works for speakers because I know that’s what Michael Port’s background is. Many speakers wait passively for their speaking agent to say, “Someone saw your website or saw your video on my website.” This is an active way to do it. Speakers say, “I can speak on any topic to any audience.” That’s another same mistake over and over again. I, myself niched down saying I speak to healthcare tech companies.

Book Yourself Solid: When you love what you do and love every minute of what you do, business is a pleasure rather than a chore.
What happened as a result of that?
When I reach out to other healthcare tech companies, they’re like, “You know our industry.” What’s also surprising is I get hired by mortgage companies and insurance companies going, “We’d love to hear what the healthcare tech people are doing. Maybe we can learn from that.” I thought it was going to push them away and it makes them more interested. That’s a fascinating outcome I thought.
I get that all the time. I know you mainly work with coaches, but we like what you do. Do you think you could bring something to our accountancy firm?
That is the biggest takeaway from what we’re talking about here, don’t be afraid to niche. You think it’s going to push away everybody and the irony is it makes you magnetic because who we say “no” to is as important as who we say “yes” to whether it’s in our marketing, our messaging, our emails. Someone was saying to me, “Can you come speak to this?” It was a fast-food chain. The audiences are all the people who work in the restaurant, who make the fries. I said, “That’s not what I do. I speak to audiences of salespeople.” Unless you’re trying to make those people upsell people when they’re buying their hamburger, probably not, but I know someone else. I pulled back, they’re like, “What about if you did a workshop on storytelling then for these people?” I’m like, “That I could do, but I’m not going to try to pretend I can do everything.”
I get that all the time, John, here in Malta specifically because people know that I don’t do any work in Malta generally, but every now and again, someone who owns the company who knows me or knows me says, “We’ve got a Christmas party. Can you come to a motivational talk for our whole company?” I said, “I’m sorry, I don’t do motivational talk, but if you’ve got to say it was your business development team, I’d be happy to come and do a 90-minute workshop with them.” They always say, “Yes, that’s exactly what I want.” I’m going to have reputational damage. If I go and do a motivational workshop for the factory guys, they’re going to laugh me out the room.
I know that. That’s not plain interesting. You said something about it’s rare to find someone who truly says it gets to what you love. You also said something which ties everything together from a Book Yourself Solid point of view. There were three pillars that hold Book Yourself Solid out. The first one we’ve discussed, which is that marketing doesn’t get you clients. The second pillar, which is a philosophical pillar, is that business should be a love story. Book Yourself Solid is a love story between you and your business, between you and your clients, between you and marketing, because when you love what you do and you love every minute of what you do, business is a pleasure rather than a chore. The third philosophical pillar that holds everything up is exactly what you said. There are some people who you’re meant to serve and others not so much.
[bctt tweet=”Value is where we spend our time and money.” username=”John_Livesay”]
My last topic I know you’re an expert on is how can people not undersell themselves? What’s your tip on that?
Confidence and enthusiasm are related bedfellows, but they’re not the same. People say, “I don’t have the confidence to do something.” What they mean is, “I don’t feel enthusiastic about it.” That’s a mistake. I’m confident, John, that in the United States and around the world in the next 24 hours, we’re going to see multiple COVID related deaths. I am confident of that. If I was offered the right odds, I would bet my house on that. I am not enthusiastic about it. However, the data shows me that that is likely to be true. Therefore, I can predict with some confidence that that’s going to be likely. The same thing comes to being confident when selling yourself. You mentioned two lessons that I learned in my youth.
The first lesson was if you ask for the sale, you get it. The second lesson was, if you stick to the system, then you’re likely to get predictable results. The third lesson was from my recruitment days, which I didn’t mention, is that these guys had activity targets. I’d never say you have to make three sales this month because you can’t control that, but I did say you have to pick up the telephone 60 times a day. That’s what’s missing from the confidence-lacking entrepreneur. They are predicting based upon no data that the path that they’re about to take or the journey that they’re on is not going to work out for them. Get the data then you can make those predictions with confidence.
How did you get the data? By doing the activity. We’ve all got to say it was that sales muscle. We can have perfect theoretical form. We can attend endless sales seminars, but unless we’d having our at-bats, our muscle is going to be weak. As we’re doing the reps, our muscle is going to be weak. Somebody would come to me, typically a personal trainer back in the day and say, “I haven’t made any sales. Can you help me?” I’d say, “Yes. Why haven’t you made any sales?” “I don’t know.” “How many sales offers did you make this month?” “I didn’t get to make any.” “I see a correlation here. Go to the shopping mall on Saturday,” walk up to 100 strangers and say, “I’m a personal trainer. I’m running a special promotion. I wonder if you’d like to buy a personal training session for $40 instead of $80.” What happens is results walking up to 100 strangers and making an offer?
Ten percent at least, probably.
Yes. Complete Strangers can’t resist the deal. I say, “Great. We’ve got a basis to work on.” It’s because you’ve done the reps, you can be confident that an offer will be accepted by the market. Our job is to refine the offer and refine the market. Go and try more. It’s not for everybody, John. If you’re not prepared to put in the reps, you don’t deserve the rewards.
David gets your six pack and your big biceps, the same thing. I get it. Thank you for sharing this passion, this humor. If anybody wants to find out more about you, we’re going to send them to MarketingForCoaches.com, as well as BookYourselfSolid.com. Get these five things you need to do every morning. I can’t wait to see what those five things are myself. Thank you, Matthew.
Thank you. I enjoyed that much. You’re such a strong interview. You let me have fun. Thank you. It was a huge pleasure.
Important Links
- Book Yourself Solid
- MarketingForCoaches.com
- Delightful Emails
- BookYourselfSolid.com
- Better Selling Through Storytelling Method Online Course
Wanna Host Your Own Podcast?
Click here to see how my friends at Podetize can help
Purchase John’s new book
John Livesay, The Pitch Whisperer
Share The Show
Did you enjoy the show? I’d love it if you subscribed today and left us a 5-star review!
- Click this link
- Click on the ‘Subscribe’ button below the artwork
- Go to the ‘Ratings and Reviews’ section
- Click on ‘Write a Review’
Love the show? Subscribe, rate, review, and share!
Join The Successful Pitch community today:
- JohnLivesay.com
- John Livesay Facebook
- John Livesay Twitter
- John Livesay LinkedIn
- John Livesay YouTube
Be Concise And Precise With Tim Pollard
Posted by John Livesay in podcast | 0 comments


The key to effective communication lies in the human brain. The brain wants and needs to consume information in a certain way. When you align with the way the brain works, you can be incredibly successful. Tim Pollard, the Founder and CEO of Oratium and the author of The Compelling Communicator: Mastering the Art and Science of Exceptional Presentation Design, joins John Livesay on the show today to explain how one can be concise and precise to become an exceptional communicator. Tim is a regular contributor to the Forbes Coaches Council and a leading thinker in advanced communication skills. He shares some insights from his experiences and journey in understanding the “science” of excellent communication and developing a holistic model for effective sales and marketing conversation. Enjoy the show and unlock the keys to get your message across to your listeners effectively.
—
Listen to the podcast here
Be Concise And Precise With Tim Pollard
Tim Pollard is the Founder and CEO of Oratium, a leading messaging consulting firm. He’s a sought after speaker and author of the acclaimed books The Compelling Communicator: Mastering the Art and Science of Exceptional Presentation Design and Mastering the Moment: Perfecting the Skills and Processes of Exceptional Presentation Delivery. Tim also draws insights from a long career in sales, marketing and communications for companies such as Unilever, Barclays Bank, and The Corporate Executive Board. I got the pleasure of seeing Tim in action. We’re in for a big treat. Tim, welcome to the show.
John, it’s a pleasure to be here. Thank you.
I know you’ve had this amazing experience and stories to share with us. Would you mind taking us back to your own story of origin? You can go back as far as you want, college, high school. When did you start to realize that you had a love of presentation, communication, and more importantly, connection?
I think I’ve had a fascination with communication almost my entire life. In the last 10 to 20 years, I’ve been particularly obsessed with understanding why does communication fail so often? When it works, why does it work? When it doesn’t work, why doesn’t it work? That led me through a very interesting journey of pursuit. It turns out that fundamentally the key to communication is one simple thought, which is it’s all about the human brain. The brain wants and needs to consume information in a certain way. When you align with the way the brain works, you can be incredibly successful, but when you misalign with the way the brain works, you’ll be incredibly unsuccessful. In nowadays world, most communication, which is dense, convoluted, complex, and PowerPoint-driven isn’t annoying, but it almost perfectly misaligns with the way the brain works. That’s one of the reasons why so much communication is ineffective.
[bctt tweet=”The left brain is about what is, and the right brain is about what things mean.” username=”John_Livesay”]
Across about the last 10 to 15 years, I invested a lot of time developing a model that would allow you to design and deliver communications to be exceptionally successful in terms of getting the outcomes you want from your audience. That draws from all kinds of weird and interesting places. There are lessons from Shakespeare. There are a lot of lessons from neuroscience and functional mapping in the brain. There are even lessons from standup comedy. All of these come together. What we did is put them all together into one holistic model that allows you to build a conversation, particularly a sales conversation and have it be much more effective. That’s how we got to where we are now.
Let’s touch on a little bit of each of those things. You got your MBA at Warwick, which is in the UK.
That’s right, close to where Shakespeare was born.
Since you mentioned Shakespeare, that was worth bringing up. You were telling me that Oratium comes from the Latin word oratur. I always like to hear the story of the origin of a company name because that’s equally important so the people have an emotional connection to it. You could have named your company anything. Ten years ago or so, you decided, “This captures what we’re going to be helping people with.”

Effective Communication: One of many new things you have to master if you’re going to sell in a virtual world is the ability to be crisply articulate, which probably was not as important in a live meeting.
Oratium is a little bit of an unusual word. It’s Latin for an oral argument. In some colleges in Europe, if you’ve done a big piece of work like a dissertation, you would do an oratium, which is your oral defense of the piece. It’s the same root word you find in orator and oratory. Our particular emphasis has always been on how do you make an oral argument? The principles of communication apply equally to written communication, letters, emails, proposals, even web design. A lot of our clients use our principles for those other nonverbal settings. A lot of what we focus on is equipping people particularly now in a virtual setting for that live sales conversations.
The other thing you said that I’m fascinated with is how you also study standup comics. Since you and I are both sales keynote speakers, we love to see what is it that makes an audience laugh. More importantly, when I’m watching Ellen DeGeneres, Jerry Seinfeld or any of them, I noticed that when they tell a story, oftentimes it’s in present tense dialogue. I wanted to get your thoughts on that.
I haven’t given a tremendous amount of thought to the tense of a story. I don’t know if it is necessarily funnier to tell it in the present tense or the past tense? Stories are better to tell it in the first person rather than the third person. People tend to engage more if they think this was an experience I had rather than something that happened to my buddy. The main lesson we’ve drawn from comedy is linguistic precision. In any presentation setting, there is an absolute premium on linguistic precision or saying something in exactly the right way, not fumbling your words, not taking 30 words to say something that could be said in ten words. Not saying something three times before you finally say it the right way. That has always been an important attribute that salespeople should cultivate, linguistic precision. That becomes geometrically more important in the virtual environment. The virtual selling environment that we’ve all found ourselves in, and that we’ve been forced into in 2020 is a much more socially-constrained environment.
Customers are more distracted. They have less bandwidth. Their actual intellectual capacity physically measurably drops. You have to get your message arrow through a narrow window. One of the ways you have to do that is with precision and economy in language. I simply don’t have the time or space to fumble around for poor, imprecise, bland language. I have to go for absolute precision. What that raises is one of many new things you have to master if you’re going to sell in a virtual world. One of them is the ability to be crisply articulate, which probably was not as important in a live meeting. I’ll give you an example. We’ve been doing some research. The average live sales meeting, you fly somewhere. You’re going to get 2.5 hours, 3 hours almost unfailingly often where lunch before or drinks afterwards.
[bctt tweet=”Create viewer anticipation when you present.” username=”John_Livesay”]
That’s very common. I was talking to IBM, Cisco, Rockwell about this. All of them are reporting meetings coming down now between 30 minutes and 45 minutes, no lunch. You’ve got a much narrower window and it’s changing the standard of precision because you don’t get to do the things you used to do in a three-hour meeting. You’ve got to be much more precise. Funnily enough, standup comedy is perhaps the nonsales discipline in society that might have best practiced that level of linguistic precision. You’ve got these interesting hyperlinks between selling and other forms of communication.
I love this concept of linguistic precision. The tweet for this episode could be, “Be concise and precise,” because that’s what you’re in essence saying.
In a virtual world, you couldn’t go too far wrong with those two premises.
One of the things you said that I was interested in at the beginning was communications is all about how our brain works. What’s the biggest mistake that you see people are making that causes them to push people away or repel them even because that’s not how our brain works, and that’s how they’re communicating?

Effective Communication: Too much sales messaging is thoroughly confusing that the value is unclear.
It’s almost hard to pick the single worst brain violation. I would say there are three. The first one is we tend to pack too much information into our messaging frequently. I look at a large technology company, the very dense, bloated, PowerPoint decks they produce. This creates complete cognitive overload. What we know from science and psychology is that once somebody feels overloaded, they ignore everything. We’re working with a large pharmaceutical company. An interesting story. The average sales meeting has got longer for pharmaceuticals, which is unusual. The reason is doctors, rather than seeing reps briefly between patients, they’re having one long sales meeting in the end. What pharmaceutical reps are doing is packing so much into that 30 minutes because they think they’re taking advantage of more time. They’re completely destroying themselves. Violating bandwidth is the most egregious problem. Death by PowerPoint and too many slides.
The second biggest brain violation is that too much sales messaging is thoroughly confusing. What I mean by confusing is the value is unclear. We do not do a good job in particular and I’ll write here the word flow, develop a good narrative story arc. We present slides with topics. The human brain does terribly badly with random information. It’s why you can’t remember a 7, 8, 9-digit phone number. I think about some of the messaging we built like with Cisco Systems, our goal here and our entire purpose is to create messaging with a logical narrative story arc. If we think about it, any great sales message is a three-part symphony. The problem you have is a customer solution, why our solution solves that problem better, and then action, how we move forward together. That macro narrative flow is a critical solution to the lack of narrative.
It’s so powerful what you said. I want to double click on that before we go to the third mistake, this confusing part. Many people love to use acronyms to try and prove how smart they are. They assume everyone else knows. What I’ve seen and I want your opinion on it is that the confused mind always says no, and the client will never let you know they’re confused. It’s up to us to read the room.
There are a lot of different places you could go with that. Any use of insider language, acronyms terminology that we understand that the customer doesn’t is an immediate fracture. We use a similar phrase. People do not buy what they don’t understand. It is hard for most people and particularly most sellers to understand what that buyer does and doesn’t know truly. For example, it’s tempting to think that if I’m selling technology and you’re buying technology, we all understand the same technological terms. That’s nonsense. If you’re a CIO of a large bank, you live in the world of banking. If I’m a seller for a technology company, I live in my world. Those two worlds are not the same. The moment you create that fracture, people are going to tune out.
[bctt tweet=”In any presentation setting, there is an absolute premium on linguistic precision, saying something in exactly the right way.” username=”John_Livesay”]
You hinted at something that is important. In a live sales meeting, you generally get to read the room. At least if you commit that mistake, you might get to correct it. In the virtual world where you have taken a thoroughly social process which is selling, and you’ve moved it now into an asocial environment. The asocial environment has three different characteristics that a seller has to understand. The customer is more distracted. The customer has less mental bandwidth. You also experience a loss of social cues. This is the one you’re talking about. When you lose social cues, you may never see that the customer was confused. Virtual selling now exists at the confluence of these three different social dynamics. If you’ve lost them for any reason, too much information, confusing, no narrative flow. There’s another piece of this that we discussed, which is your material is too technical. In the virtual environment, you may never find that out. What we know is the virtual selling environment has an amplifying effect on traditional messaging mistakes.
Three big mistakes people make because our brain is wired to learn, accept and retain information in certain ways. Without it is a disaster versus pushing out too much information, secondly is confusing them, and then the third mistake you see people making is too sender-oriented.
This is interesting because you used a particular term, which is the most extreme idea. It’s you haven’t failed to engage but you have actively got them to disengage and push you away. This is the problem of sender orientation. I got in with a story about me and I could pick up any one of these traditional slide decks. This is a 100-slide deck from a large industrial company. There is within it no single reference to a customer, a business problem, a business goal or an objective. The assumption we make often as sellers is that the customer will infer why this solution is good for them. That is entirely not good enough. At extreme, you literally have pictures of buildings, ponds and how many cool people we have and how many offices. Too much information and confusing messaging will tick people off and it’ll irritate them, but sender orientation will drive them away from you.
I could come in and talk about my great solution and they’re going to say, “Good for you. Why should I care? Why would I even be interested in this?” In a world where people are overloaded with information, the default goal is always to leave that sales conversation and do nothing. If you don’t come in with a reason why you should consider my solution, they are immediately going to default to, “Great, this meeting ended and I do not have anything on my to-do list.” Sender orientation, I’m not going to say it’s the most toxic of the three. Any one of those three will devastate a sales pursuit. These are in combination. What you see is almost all sales messages conform to these three toxic hallmarks.

Effective Communication: In a world where people are overloaded with information, the default goal is always to leave that sales conversation and do nothing.
Tim has been doing something quite unique and it’s an ability to break through the bandwidth because our brain craves new things. It’s a fight or flight response like, “Do I need to pay attention to this?” If it’s a shiny new object, we get distracted sometimes, but it also is a technique to pull people in. I’ve never seen somebody writing on a screen. How is he doing that? Your brain starts to go, “Is he writing backwards? How’s that even possible?” Please share what it is you’re doing. For those who are not able to watch, you might want to hop over to my YouTube channel and see it in action, and how this is something that you’re working with a lot of companies to help them get into this sweet spot that you were drawing those three circles of intersection.
Backing up to where you were, the brain likes variety. That’s why in any message, you need to have some degree of multimedia. I don’t mean gratuitous for the sake of it, show a video. The brain always likes you to punctuate a slide run with some white-boarding, maybe with a short video, or with some conversation. The brain craves variety. The second point is there is a particular value that has been known for a long time in sales for white-boarding or build as you go content. The reason is there are two different psychological forces that are the same thing. One is called the Gap Theory of Curiosity and one is called the Viewer Anticipation Effect. If I start drawing randomly, you suddenly want to know, “What is this? Where is he going with this?” Your brain wants to know how it ends. If I draw this three-circle model, you want to know what’s in the three.
All good communicators and particularly sales communicators should figure out where a load-bearing white-boarding moment is. The key here is not to be gratuitous. You don’t write random things. This would not be what you do. You want to make sure you’re developing load-bearing ideas and hyperlinking between them. As far as the actual technology in a live meeting, I do a lot of white-boarding but in the virtual meeting, I can do this, which is a light board. We do make and sell these because they’ve become an important communication technology. I cannot write backwards and I am not a witch. This is a pane of optical standard glass, which is weird. It’s lit from the inside, which is what’s key. As I write on it, inner lighting illuminate pigments in these special pens. The computer then flips the image. However, if that’s true, how am I able to hold something up? Post-pilot analysis, this is an interesting sales message from one of our clients. How can I hold that up and have you read that? I will let your audience figure that out for themselves.
Let’s talk about this Gap Theory a little bit and the concept of closure. I know when taking a journalism class, they were talking about how you frame yourself on camera and how you frame a story. You don’t want your head to be too high or too low from the top of the frame. Yet sometimes when people take a picture or an artist creates a painting, they won’t show the whole head because our brain completes that circle for us. I think that concept of filling in the gap, that there are a lot of ways our brain is wired to complete a circle. It pulls us in a little bit more as opposed to it being, “I’ve seen that kind of picture or painting. That’s somebody’s head.”
[bctt tweet=”The brain likes variety. That’s why in any message, you need to have some degree of multimedia.” username=”John_Livesay”]
If it’s cut up in a unique way, we don’t want to do that on virtual calls. If it is a piece of art, it’s done because our brain is craving some completion, interaction, and anticipation of imagining what is there. Let’s go into a passion of both of ours, which is storytelling and framing a story in such a way that people see themselves in your story, which in my opinion solves this big problem that I completely agree with you on which is sender orientation. That somebody is, “Here’s all about us and how long we’ve been in business,” and then you’re the person’s waiting and waiting for something relevant to them. When you craft a story of maybe another client you’ve helped or what have you, then that framework completely changes from “here’s how great we are” to a story that someone ideally can see themselves in. How do you help your client with that?
There are different themes interweaving here. Let’s break it down. As we all know and as science now knows, you have a left brain and a right brain and joined by a little bit of tissue called the corpus callosum. It’s widely misunderstood how they work. It’s not as simple as some things happen in the left and some things happen in the right. The basic understanding of the way the brain works is the left brain is good at and all about fact, detail and analysis. If you imagine a bird trying to feed, it’s looking for seeds in gravel. That would be a highly-engaged left brain. However, simultaneously the bird has to keep an eye out for predators and what it needs to do is look for patterns.
If the bird heard a squawk, saw a shadow, saw some other birds flush, the right brain puts all that together and says, “Hang on. That could be a predator.” The left brain is horrible at this. The left brain cannot do that. The right brain looks at patterns and interprets meaning. A nice phrase is the left brain looks at what something is but the right brain looks at what something means. If the left brain does the analysis, the right brain does synthesis. It’s analysis, analyzes, breaking things apart. Our right brain synthesis, putting things together. Why does this matter? All human decision-making resides in the right brain. The right brain also is the center of emotion, which is a very important part because all human decision-making is emotional by nature, not rational. It’s clearly proven by functional MRI. There’s the science background.
What all this means is when you present using a traditional sales model, we tend to present using a very left-brain, Western rationalist argument, all facts and data. Engaging the left brain, the right brain can reach over to the left brain and source left brain information for decision-making. If you want to engage a customer’s decision-making and emotional centers more directly, then you can reach into the right brain using imagery and storytelling particularly. A lot of people understand they should use story but they don’t understand why. The reason why is that you want to engage the customer’s decision-making centers, which are thoroughly right brain.

Effective Communication: The virtual selling environment is governed by an entirely different set of social rules. If you don’t understand those, they’ll destroy you.
A good way of doing that is to imagine the customer has a problem, and converting their problem into a story. Imagine you’re a doctor and you’re really tired. You’ve come off the night shift. You go and lie in the break room. You’re trying to clear your head, so you’re binge-watching Netflix on your iPad. Meanwhile, that sucking of bandwidth is preventing some key patient monitors sending signals to the nursing station and lives are being put in danger. What I did is I taught you a message we built with a technology client. I took a sterile topic, which is network bandwidth reliability and I turned it into a story. You visualize the doctor laying on the couch watching Big Bang Theory or Brooklyn Nine-Nine. You visualize maybe the baby in distress, and the nurse at his or her station not getting the signal.
Storifying a customer problem is a particularly powerful tool, and a keyword here and a critical word is the word visualize. Almost everything you’re doing as you try and engage the right brain of an audience or a customer is about helping them to visualize either their problem or your solution. We’re huge believers in storytelling as 1 of 5 tools to engage the right brain. What I’ve shown you is the underlying science and purpose behind that.
The left brain is what is and the right brain is what this means. That’s a fantastic soundbite there. Our time goes so fast with someone as knowledgeable, entertaining and insightful as you. Is there any last thought you want to leave us with before you tell us how people can find you to hire you as a speaker or if they’re interested in this amazing light board for their company?
I think probably two things. One is a lot of people don’t believe they can communicate exceptionally, whether that’s them personally or even their sales messaging. You can take any personal or corporate organizational donor message, and you can make it exceptional if you understand the structural rules of messaging that emerged from understanding the brain. We’ve seen superficially bland or uninteresting solutions converted into stellar sales messages when you apply our models. Can you have compelling, winning messaging in the market? Yes, you can.
[bctt tweet=”All human decision making is emotional by nature, not rational.” username=”John_Livesay”]
The second thing is that people have thus far completely failed to understand what’s really happened as selling has moved into the virtual environment. Most people think it’s a matter of mastering the technology. Where do I put the camera? How do I share my screen? How do I share the document? That’s total table stakes. The thing you have to wrestle with is that the virtual communication or the virtual selling environment is governed by an entirely different set of social rules. If you don’t understand those, they’ll destroy you.
Think about this. You already tend to pack too much in. What’s going to happen when you do that to somebody with less mental bandwidth? These are two trains waiting to collide. You have to understand how to communicate effectively and you have to then do that through the lens of the changes in a virtual environment. That’s what we teach companies and people how to do. It’s fascinating but if you don’t adjust to this new environment, you’re going to be in serious trouble.
I’ve always believed that whoever tells the best story in person is the one that gets the sale. Now I believe even more because you’ve given us some evidence. Whoever tells the best story and gets people to visualize themselves in that story in a virtual world is the one that’s going to stand out and leave the competition behind.
I couldn’t agree more. I’ve used that phrase, whoever tells the best story wins. That is 100% right. I would define that as the broad sales story, not a story within the sales conversation, but we’re saying the same thing. The company is Oratium. We are our Oratium.com. The website is undergoing a major revamp, which will be done fairly soon but we got contact forms there. If people want to buy the books, they can reach out to us for help if you would like.
Tim, thanks. What a pleasure. I was so impressed the first time I heard you speak and I’m equally impressed getting to know you personally and to hear your passion. It’s always so much joy for me to share this with my readers and the world when you get somebody else to validate. It’s almost like a parent relying on a friend or a teacher to tell their children something. I keep singing the same song and people believe it. Now to have somebody else singing the same song, even if it’s not necessarily being heard at the same moment by the same ears, contributes to that wonderful tipping point that book is all about. Thanks.
Likewise, it’s fun to encounter people who are like-minded. If I’m not mistaken, you did a podcast with Mr. Cialdini who talked about cross validation from different people reinforcing each other’s messaging. We are perhaps fulfilling a previous podcast.
Full circle, completing the story there about the power of edification. Thanks, Tim.
Thanks, John. See you soon.
Important Links
- Tim Pollard
- The Compelling Communicator: Mastering the Art and Science of Exceptional Presentation Design
- Mastering the Moment: Perfecting the Skills and Processes of Exceptional Presentation Delivery
- YouTube – John Livesay
- Mr. Cialdini – Past episode
- Better Selling Through Storytelling Method Online Course
Wanna Host Your Own Podcast?
Click here to see how my friends at Podetize can help
Purchase John’s new book
John Livesay, The Pitch Whisperer
Share The Show
Did you enjoy the show? I’d love it if you subscribed today and left us a 5-star review!
- Click this link
- Click on the ‘Subscribe’ button below the artwork
- Go to the ‘Ratings and Reviews’ section
- Click on ‘Write a Review’
Love the show? Subscribe, rate, review, and share!
Join The Successful Pitch community today:
- JohnLivesay.com
- John Livesay Facebook
- John Livesay Twitter
- John Livesay LinkedIn
- John Livesay YouTube

