by William Walsh | Feb 28, 2024 | 2024
As previously published on 2/28/24 in MarTech
When he was a kid, Scott Gillum dreamt of running a business. He made his dream come true with a company focused on work/life balance.
MarTech columnist Scott Gillum runs his business Carbon Design from his home in Raleigh, N.C. He knew from a very young age that running a business was what he wanted to do. He just wasn’t sure what that meant. That led him on a circuitous path to learning a lot about business and marketing, and then having to unlearn some of it.
Q: How far back does the business thing go?
A: As a kid, I always dreamed of having my own company. I would wake up and remember having these very vivid dreams that I built a hotel or restaurant. I’d tell my mom about it, and she’s like, “You know, you should be an architect. You always think about building things.”
And so I always knew I was going to do something in business. So here’s my strategy in high school to figure out what I was going to do with my life: I was reading the Fortune 500 and I saw that most of the CEOs in the top 200 companies had their JDs.
And I thought, “Well, that’s it. If I want to get to the top with a company, I should go to law school because they all have their JDs.” So my college career was designed to get on the path to going to law school. I was a political science and economics major and I did two internships at law firms and realized, “Oh my god. I hate this.” So I got a bit smarter and realized what I really like is business, and it isn’t the law.
Got around to figuring out how I could go to grad school and get my MBA and get somebody to pay for it and that sent me on the path to where we are today.
Q: I can’t remember any of my dreams from high school, but I’m pretty sure they did not involve starting a business. What attracted you to it?
A: What I liked about it was the problem-solving, figuring things out was the appeal of it.
It wasn’t until I was 52 that I started a business of my own. With two kids in private schools or private universities. So the worst time to do it, but that’s when the opportunity was there, right? And the two years after starting the business were the hardest years of my life.
Part of the reason for that is that If you’ve been in a certain type of workplace for 30 years you’re accustomed to having a paycheck every week. You’re accustomed to understanding how you’re going to pay your taxes. How you’re going to get your insurance, right? All these things just happen. And you’ve been conditioned that way. It took two years of being an entrepreneur to figure out how to unwind that mental model of how I should think about making an income and a living. Figuring out there’s a different way that you can make a living.
That’s maybe the hardest part of being an entrepreneur. There are different ways that you can find insurance. You can figure out how to pay your taxes. But there’s a big hurdle for people trying to leave where they are working for someone else. In the current environment, where you’ve got a home, you got a mortgage payment, you got kids in college, to flip that upside down and become an entrepreneur, it’s very, very difficult.
Q: What do you like about marketing?
A: I like trying to figure out why things don’t work. And so when I founded Carbon Design, I founded it because of two things that don’t work right. The original idea for it was backward in terms of starting a business. I focused on the people and not the clients.
While I was working, I saw this next generation, the millennials, come in, and I came to the realization that their work styles are very different. And not in a bad way.
For example, I was doing a big rebranding project for a client. We just finished one phase and I was looking for the creative director and he was gone. We’re going to the next phase, and he was down backpacking through South America. And bells started going off in my head.
Q: Like that sounded pretty cool?
A: Yeah, I thought about the experiences I had when I was in management consulting. We would lose people when they became most productive. When they got five, six, seven years of experience under their belts, they would get married, and then have a family, and then we would lose really talented associates. They would try to come and work part-time, but they never felt like they could balance work life. They’re always feeling either like they were disappointing the client or disappointing themselves as a mother or father or whatever it is.
So the founding of Carbon Design was built around the idea that people really need a different way to work. They need to put their lives first and get that straightened out, then the work will come, and it’ll be really good. If you don’t have your life right, the work is going to suffer. And that’s the foundation of the company.
We’re on demand. We’re remote. We’re all freelance contractors. And you make your own time. You do work where you want. All we care about is your deliverables. Good quality work on time, it’s all we care about. So I started the company backwards with that. I figured if I get a good core base of people, then we’ll get clients and we’ll do really great work and we’ll retain them and get referred.
So the first question was really why aren’t people engaged in work anymore? If you looked at the Gallup poll before COVID, work engagement has never been above 32% in 20 years. I wanted to know if we can find a way to get people engaged again.
Q: That’s the first thing that didn’t work. What’s the second?
A: The second question relates to B2B marketing. There’s been all this investment in technology in data and insights, but performance hasn’t improved. Why? Why are we not improving performance? That got us on another journey, and we developed some proprietary, performance-based marketing tools. They allow us to understand people as individuals and to look at the softer side of sales and marketing. Because, if our job as marketers is to get somebody to take action, we have to understand their motivations and beliefs.
So we do a lot of psychographics. We use AI personality profiling tools. We know preferences in terms of content. We know preferences in terms of visualization. We’re starting to take in the people component, not just the title or a role. You add that in, you start to get better performance.
Q: What are you looking forward to in terms of marketing?
A: I’m glad you asked. We’re on our third version of an AI tool. And this one, I think, is really exciting and fun. We are using an AI tool called Cassidy. It’s a business development assistant and a project manager assistant.
The nice thing about this tool versus some other tools is that other tools are always prompt-driven. And the output was only as good as your prompting, and who has time to figure out what the right prompts are?
With Cassidy, you feed it knowledge. It sits on top of our Google Suite, on top of the knowledge and extracting the knowledge out of our drives. And it also reads our website, it picks up our tonality, our brand voice. So for me, what’s very exciting is that we are a business that operates with no overhead.
The way our organization is built, we’re very flat. We can scale up quickly and scale down, and we don’t have any overhead. What we try to do is we price efficiently, and we try to get most of the fees that we collect to our freelancers. So we have a model that means you make a lot of money working for us.
Now we have an assistant to aid people coming to work with us. We plug them into our G Suite, and they know where to find this proposal or this project, We’re super excited about it.
by William Walsh | Apr 11, 2023 | 2023
By Scott Gillum
Estimated read time: 5 Minutes
Last week we finished a new website for a client. It’s the third time in the last 2 years we’ve been the “rescue” vendor on a website build that had gone wrong.
If you are thinking about updating your website, and/or are an agency building sites, here’s what we’ve learned through those experiences that you need to know.
- Building a new or “refreshing” a website is not just a website build – it is also a rebranding, repositioning and a messaging project. Know that going in and plan for it. You may also want to scope in a competitive assessment.
- Don’t build anything until everyone that counts has a say or has reviewed a page, content, images, etc. To hell with project timelines, don’t do a thing until the right people are on the same page.
- Make it “paint by numbers.” Use pre-designed templates, provide direction on what you need from the client and be specific….”We need 250 words that describe your corporate culture.”
- Scope in a copywriter. You’ll need one to either fill the gap on content or at a minimum, edit copy.
- Give the client access to the staging server. Let them see the site as it is being built. Full transparency, do not wait to the end to share the site. At each client update meeting, walk them through the new updates and get their input. This is a collaborative effort.
And finally, if you offshore or nearshore the build, see the paint by numbers point. Give exact and specific directions to your developers. Stay on top of the development at each stage of the process. Plan reviews before showing anything to your client. Look at EVERY single detail.
by William Walsh | Aug 13, 2022 | 2022
By Scott Gillum
Estimated read time: 5 Minutes
The third installment of our four part series on how to navigate decision making blockers.
Nothing sets off lead nurturing scoring system alarms more than the presence of a C-level Influencer hitting content. They’ve got the right title, hit your content, probably more than one and you’re thinking there has got to be intent. But unfortunately that’s not the case, here’s why.
Influencers are information seekers to the extreme. In fact, you probably know one in your personal life. They’re the first to find out about a new restaurant or a new band. They’re your go to when you’re looking for a weekend getaway or vacation spot. And they love to do it. Influencers are motivated by being the first to know and sharing the information with others.
And that’s why there is no real intent. The information that they are consuming or downloaded is going to someone else. Recently we found a C-level Influencer that forwarded an email invitation to a webinar over 30 times! Influencers often are a “false position” – giving off a signal of intent, but the real need or opportunity is with someone else.
Influencers are great MQL’s, but terrible SQL’s
The upside of Influencers is that they are a key channel for introducing new ideas into organizations. Even better, they’re great at selling people on ideas. They consume a tremendous amount of information from a vast amount of sources, online and offline. Marketers this is your number one personality type to target, but they have a unique preference when it comes to content.
Sales, the good news is Influencers keep a loose schedule and enjoy meeting new people, but don’t chase them. Because of their position in the organization (often senior exec), and their personality type they are off to the next thing.
Influencers don’t usually own projects or budgets, their staff does, and that’s who you need, especially a “Champion” personality. The good news is that they often come back into the deal at the end to deal with any resistance from others in the buying group.
Here’s how to get the most out of leveraging Influencers in the account.
- Give them the right assets. Influencers prefer short highly visual content that travels easily. They LOVE short (30 sec or less) animated videos that they can forward. An interactive infographic that they can play around with it like a moth to the flame. Short, visual content pieces that convey information easily work with them. Additionally, opportunities for people to learn about something like events or webinar invitations also travel well as I mentioned.
- Find them in your data. Since they have a habit of forwarding information, it’s easy to spot them in your data. Look for emails that have been opened multiple times over a 2-3 days period. Once you’ve identified them, see if that pattern repeats on other occasions.
- Tag and track them. You can also use PURLS or forms to track where they’re sending information. This is a key insight, sharing (or forwarding) is a much better indicator of interest than a download or click thru. But that comes with a caveat, where the information lands has to resonate or address an issue that person has currently. Unfortunately, because of the Influencers behavior mentioned above they have a tendency to forward information that never gets actioned.
- Sell them on the idea, not the solution. In all of our research over the years we have only found an Influencer being a blocker on one occasion and it provided an interesting insight. Influencers want credit for the idea.
- Give away ideas. One of our most important clients has an Influencer personality and a CMO title, but he’s never signed a contract. Give away free advice. It will usually come back to you in business from others within the organization.
- Use them to remove blockers. Influencers are present at the beginning of the buyers journey, and they will reappear at the end. In particular, to reinforce the value of the idea or solution. Influencers (hence the name) are very good at selling others on the idea, keep them posted on your progress and use them to get past Blockers in the buyer group.
B2B marketing campaigns are often DOA before they even launch. Why? Because of the influence of sales, we often target titles, roles and budget owners. Sounds pretty common, right? And that would be fine if marketing’s job was to sell…but it’s not.
Our goal as marketers is to grab someone’s attention and have them take action (click on this link, download a piece of content, and register for a webinar). Targeting roles or titles alone doesn’t give us the best opportunity to make that happen. Do you know what does?
Targeting Influencers, but know that they love your ideas or solution more than they love you, your company or brand. It’s nothing personal…it’s just the personality. Influencers play an important role for us as marketers. They react and take action. It’s not personal for us either, it’s just the type of personality that gets us the performance we need.
To read the previous installment of the series, 6 Ways to Engage Champion “Blockers” click here.
by scott.gillum | Nov 2, 2021 | 2021, Marketing
It started with a simple question: why hasn’t B2B sales and marketing performance improved?
Despite advances in strategy and the industry’s massive investment in technology, the needle simply hasn’t moved over the last 10 years or longer.
Our curiosity led us to investigate this performance challenge. We noticed that our tools – mostly glorified task lists and activity trackers – were only picking up on rational factors. So we started to explore what wasn’t being tracked and discovered a “hidden buyer journey”.
As we explored buyer behaviors, motivations, and personality types, we found that purchase decisions made by buying groups were driven by individuals’ personal motivations, not titles or roles.
For two years now, we’ve been using research on buying groups and AI-enabled Personality-Based Marketing to help clients improve their sales and marketing efforts.
This eBook shares our insights and how you can apply Personality- Based Marketing to improve your B2B marketing performance – at last.
Download the E-Book now!
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by scott.gillum | Aug 6, 2021 | 2021, Business Trends
As previously published on 8/5/21 in The Drum
by Scott Gillum
Estimated read time: 4 Minutes
Years ago, doctors treated gastric ulcers as a chronic disease, most likely brought on by stress or spicy foods. As a young pharma rep carrying the world’s first billion-dollar drug in my bag, I’d actively promoted how this wonder product could relieve the symptoms for their ulcer patients.
That was until the day I met a doctor who questioned why we weren’t selling a drug to cure the problem. It was a very valid point, one that would not be fully understood until a couple of years after I left that job.
Given the success of that drug, other similar products would soon follow, all for the relief of ulcer symptoms. Pharma companies followed the money, rather than investing in developing a cure.
Recently, I recalled this memory while looking at Scott Brinker’s Martech Landscape, which now includes 8,000 companies. There are companies investing millions of dollars into B2B marketing technologies that have hardly moved the needle on marketing performance – tools created to treat the symptoms of poor performance rather than fix them.
This issue has persisted for years. Performance should be improving by now, unless we’re missing something.
Here’s an example: ask a salesperson to describe their ideal buyer in detail and this is what you will likely hear. They want more buyers who are ‘risk-takers’, ‘innovators’, ‘people who are looking to make a name for themselves’ or ‘big-picture thinkers’.
What you won’t hear is prospects who are ‘technical buyers’, ‘budget holders’ or the ‘CEO’. Do you see what we are missing? Sales reps are describing personality attributes that make prospects ideal buyers, not their role, title or budget authority. The martech stack doesn’t capture those descriptors.
Still not convinced? Ask a salesperson why they lost a deal when they should have won it. You’ll probably hear “they had an existing relationship” (trust) or “they have used the solution/service in the past” (security). These are emotional decision drivers also not capturing or seen in CRM tools.
Get at the cause to find the cure
There is a buyer’s journey that is hidden. Our sales and marketing tools are not built to capture, track or provide us with insights into what to do about these ‘soft’ factors that impact deals. And it may be more important than anything we are tracking or measuring today. It’s time, like the doctor I encountered all those years ago, to ask the question of why we aren’t fixing the problem.
In 2005, a couple of Australian researchers named Barry Marshall and Robin Warren were awarded the Nobel Prize in Medicine for their work on linking the bacteria Helicobacter Pylori to the formation of gastric ulcers. They won this coveted prize after spending decades trying to convince the world of their discovery, even coming to a point where Marshall ingested H. Pylori to prove the causation to ulcers (it worked, he developed an ulcer three days later).
Marshall’s research was hugely disruptive and would eventually lead to the demise of a multi-billion-dollar therapeutic class of drugs. Their joint research in the late 80s was discredited for years, until the first drug of its type (the one I promoted) came off patent. Suddenly, gastric ulcers could be cured by prescribing a common antibiotic (which, ironically, was also manufactured by the same company).
Millions of dollars have been invested into martech tools, yet our sales and marketing performance have not improved. This industry is thriving by treating poor performance as a chronic disease – developing tools to keep the focus on extending reach and increasing scale, not on improving conversion rate or return on effort and investment.
Just as Marshall and Warren used postmortem research and forensic medicine to link the cause and effect of H. Pylori on the body, we are doing the same with breaking down deals closed, both won and lost. We are starting to get at the ‘cause’ – and to find a cure.
What we’re finding doesn’t necessarily match with the conventional wisdom of the day. Intent data may not actually show any real intent. Lead nurturing programs may be set up to nurture prospects that will never become leads. Campaigns may be targeting ‘buyers’ who are actually the exact opposite, a personality type that is more likely to kill a deal than help to close it.
It’s called personality-based marketing, and it has the promise to cure our ills… but please don’t make me ingest a lead to prove it.
