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Read our best-practice tips and advice

What is the client > vendor > biz-dev connection?

7/1/2026

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Amazed businessman watching money rain down outside his office window.Great photo by Meta AI.
​Pay attention. This is a good one. 
 
It’s based on a true story which we’ll naturally anonymize, but let the lessons-learned shine through bright and clear. Because you can apply them, easily. And make more money, doing so. 
 
A persistent business-development problem is the search for new leads. An equally persistent biz-dev truth is that ice-cold leads are the hardest to reach. Whereas upsells, cross-sells, and especially referrals represent the lowest-hanging fruit. 
 
Ignore that low-hanging fruit at your peril. 
 
But you knew that. Right? 
 
Not so fast. Imagine “the tree of invisible fruit.” It’s growing right in your backyard. 
 
Allow us to explain. 
 
Not too long ago, we needed to find a new vendor—let’s say it’s a graphic artist—for one of our clients. 
 
There are many ways to do this. You can search on gig platforms like Upwork and Fiverr. Heck, you can check reviews on Yelp. 
 
But there’s an interesting parallel here to the biz-dev challenge we’d just described. Doing an ice-cold search on, say, Fiverr can certainly yield good results. But it takes a lot of work and time, and you need to trust the reviews posted by the graphic artists themselves. Finding ice-cold vendors is just like finding ice-cold biz-dev leads. 
 
See where this is going? 
 
If you do, then think two steps ahead. 
 
Again, let us explain: 
 
While you can certainly scour the gig-economy platforms for that new vendor, wouldn’t it be easier to simply get a referral from someone you know, trust, and respect? Of course it is. So it’s the obvious path to follow. 
 
Obviously, you can—and we did—reach out to your network. Sure, you can ask vendors in your network to recommend other vendors: That video editor may well know a good graphic artist. Totally fine. 
 
But what if you also reach out to your network of clients? Or better yet, recent/cool/lukewarm clients? Past clients? Heck, ancient clients! 
 
We did exactly this, when we’d needed to find that new graphic artist. And we can’t recommend the process enough. Sure, it was a fun trip down memory lane, re-connecting with old clients from years gone by. 
 
Know what else it was? It was Step Two that we’d just hinted at, above. 
 
Let’s be very clear about this: We were on a mission. We absolutely needed to find a new graphic artist for our current client. So we weren’t pitching our services, at all, when we reached out to all of these former clients. 
 
But still. As soon as they heard from us, they connected us to the work we’d done for them in the past which, we’re happy to report, was all good. And so it should come as zero surprise to you that more than a few of those conversations went something like this: 
 
“Hey! Nice to hear from you again. No, I don’t have a graphic artist to recommend right now, but I’ll keep my eyes open for you in case I find one. Still, I’m glad you called. Think you could help with this challenge my team is currently facing…?”
 
It’s the no-sell sell. Granted, you can’t do this every day, but when the opportunity genuinely arises, it beats the heck out of Fiverr. 
 
Need help with a biz-dev challenge? Contact us.  We’d be delighted to help! 

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My jaw dropped when I read this click-bait headline!!!

5/19/2026

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Shocked woman in an office settingPerfect image—replete with appropriately inappropriate cleavage—by Grok.
You might wonder what we here at Copel Communications—who daily toil in the trenches of executive-focused B2B messaging on behalf of our august clientele—have in common with those purveyors of click-bait ads that crowd your screen when you’re invariably trying to read something else.
 
You know what we’re talking about. Headlines, photos, and clickable tiles all doing their best to tempt you with teasers such as: 

  • The Five Places Where Mold Is Hiding Inside Your Home
  • Why Pediatricians Say Your Children Should Never Touch This 
  • Her Red Carpet Dress Was A Little Too Revealing 
 
Admit it. You’ve clicked on some. Despite your deepest-held belief that it wasn’t worth your time. And you were always right. You swore them off, just as you’d had back in college on a bleary Sunday morning: “I’ll never have another drink again in my life.”
 
Yet there they are. Thriving on with virus-like invulnerability, despite the evolution of ad blockers, AI, and your own conviction to avoid them. 
 
Because they’re so juicy. They promise so much to your can’t-hold-it-back lizard brain. 
 
Okay. Let’s pivot back to B2B. This story actually has, believe it or not, a point. 
 
Marketing and advertising--any marketing and advertising, regardless of how buttoned-down and high-end—has a simple goal: Make that target audience sit up and take action. 
 
Oooh. How do we get them to “sit up”? No, we’re not espousing the use of salacious images or language (want to have fun? scroll through a page of click-bait ads and count the instances of cleavage leaping out at you, LOL!). 
 
But there is a lesson—a valuable lesson—that can be applied, from click-bait, directly to the C-suite. 
 
Those click-bait ads persist, despite all the obstacles we’d listed above, for one simple reason: They work. 
 
They generate clicks. And eyeballs. And revenue. They’re as American as apple pie. 
 
What then, is this “valuable lesson”? 
 
It’s simple. Learn from the power of click-bait. Leverage it. You needn’t dumb it down; for goodness’ sake, it’s already at rock-bottom. 
 
But you can smarten it up.
 
Aha. 
 
Each click-bait ad is tempting because of the secret it hides, and the promise it dangles. Those are universal truths. Consider this headline which we just made up: 
 
Logistics executives are rapidly implementing this new automated reporting solution
 
What’s the secret? The solution. 
 
What’s the promise? Learn what it is. 
 
What’s the lizard-brain button being pushed: Good ol’ FOMO, or Fear of Missing Out. 
 
It doesn’t really look like a click-bait headline… until you parse it the way we just did. 
 
Whaddya know? Lesson learned. Lesson applied. 
 
Need help with your next marketing challenge? Contact us. We’d be delighted to help. 

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How to address a C-level audience

5/1/2026

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Stern looking executive sitting in his office.Tremendous photo by Grok.
​If you’re reading this, you’re targeting executives as part of your business. Read on. And learn. 
 
We were once directing a young video editor, in a Zoom call, about how to approach a project we’d handed him: a script for an exec-focused video. Our client wanted to be on this call, too, and kept mentioning that we wanted to be at “C-level.” 
 
We saw the look on this kid’s face. And quickly realized: 
 
Oh my goodness. He thinks our client is saying “sea-level.”
 
We were right. He couldn’t figure out what the video had to do with being submerged in the ocean. 
 
Once we explained it to him--“C”-level and not “sea”-level—he understood his marching orders better, and went on to deliver a perfectly good video for us. 
 
But back to your challenge: Marketing to executives with purchasing power. 
 
Sure, we can embrace some basic tenets here. This isn’t about flashy images or breathless claims. The tone should befit the audience. 
 
And of course you want to convey the value of what you’re offering, whether it’s a product or a service. Those are fairly given. 
 
But here’s what isn’t: 
 
We recently produced a marketing piece for a client of ours which was showcased on a global media platform (can you tell we’re being cagey here? we need to be). This piece we created was exposed to literally billions of people. 
 
Checking the metrics on it after it had been published a while, we saw that it had garnered just 300 views. 
 
Failure? 
 
Nope. Success. Deeper diving showed that it had reached exactly whom we’d wanted it to. Execs. 
 
In other words: This is a small audience.
 
Remember the quote “Speak to the target. Let the others listen”? It certainly applies here. 
 
Unlike mass-market approaches, this is not a quantity game. It’s a quality game. And here we’ve learned, from some of our incredibly astute clients, some interesting, if counterintuitive, tips: 

  • Call ‘em out directly. We’ve penned YouTube descriptions, for example, which start out with: “Attention: C-suite executives. In this video…” Why bury the lead? Why make them wait to see if this is for them? Help them along. 
 
  • Speak their language. This certainly isn’t counterintuitive, but it requires good research and attention to detail. Take verbatim notes (or record the call) when you treat with other executives. Pick up, and use, the exact words they use. This is where we’ve learned phrases such as “operating leverage” and “scalable capacity.” 
 
So if that executive leader is looking to advance their strategic roadmap via automated decisioning, you’d better 1) know it, and 2) say it. 
 
This is a very subtle and nuanced challenge, that you shouldn’t entrust to a junior writer or AI. The stakes are high, and you’ve only got one chance to get it right. 
 
Need help? Contact us. We work on these kinds of projects—sorry, “initiatives”—all the time. 

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How to avoid terrifying your clients

3/2/2026

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Businesswoman reacting in shock at something she sees.Great photo by Grok.
​We had a client who recently showed us a whole new program they were going to present to their clients and new prospects alike. 
 
It was well thought-out. It was super detailed. It had lots of impressive features. It promised to deliver a ton of value and ROI. 
 
And it was terrifying.
 
Who sees what—and when
 
This may seem contradictory, if not counterintuitive. Here it is, we’d just lauded this new program which our client had created and unveiled to us. And then we undercut that review with the dreaded T-word. What gives? 
 
We can give you a little more detail now, and you’ll certainly say “Ohhhh…!” 
 
Our client—like many business owners—lives and breathes in spreadsheets. So that’s what they’d shared with us. Indeed, they screen-shared it with us. 
 
And this spreadsheet (was it Excel? was it Google? who cares?) was about 40 rows deep by about 25 columns across. 
 
All at once. 
 
Yep. Terrifying. 
 
The good news: We were the first, and only, ones to see it in this state. Our client was justifiably and understandably excited by the cool new program they’d worked so hard to develop. But boy was it ever un-exciting when presented as a swimming sea of spreadsheet cells. 
 
This is hardly a tragic story. And you likely can see exactly where it’s going, even if our client wasn’t able at the time. 
 
We patiently listened to the whole presentation, which took about a half hour. We took notes. And then we asked some pointed questions: 

  • Which part of this program comes first? 
 
  • Which components does it feature? 
 
  • Which part comes next? 
 
  • Which components does it feature? 
 
  • And so on. 
 
The idea was to turn down the spigot on this fire hose so it would better resemble a soda straw. The client—they’re very smart—immediately saw where we were going. 
 
Easier than you think
 
Once our client realized that they needed to carve their presentation of this new program into bite-sized chunks, all that was left was the execution. And here we can describe a kind of MVP or minimum-viable-product version of that effort: 
 
Sure, the client could have gone on and created a snazzy new PowerPoint deck, with discrete slides for the different phases of this proposed program. But that would take time, effort, and resources—and at this point, the client really just wanted to test out this idea: socialize it with existing clients and see how receptive they’d be. 
 
So why even make a PowerPoint? The solution was even simpler: Tabs.
 
Yep. That’s all they needed. If this program has five phases, then carve the spreadsheet into five clickable tabs. Simply screen-share a single tab when you present it. And if the conversation leads to a discussion of Phase Two, then click the Phase Two tab. Done. 
 
Steve Jobs famously said that simple is hard. But sometimes it’s hard to see what’s simple, and staring right at you. Do you really need to spend a fortune on a shiny new CRM (customer relationship management) platform when your Excel is still working fine? Of course not. Wait for the expense to be more than justified. Ditto for things like learning management systems or LMSs, or even slick PowerPoints as we’d described in this story. 
 
Have a marketing challenge that you suspect is simpler than it appears? Contact us and let us put a fresh set of eyes on it for you. 

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So you want to be a keynote speaker. Now what?

1/5/2026

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Businessman with microphone addressing audienceGreat photo by Grok.
We have a client who’s an accomplished executive speaker and wanted to book more bookings. We were tapped to help.
 
If you, too, want to build business by building your live audience outreach, this article is for you. Or if you know someone with the same desire, share it with them. 
 
Teaser: we’ve got a killer tip to help you, toward the end of this article. 
 
The lay of the land
 
First off, we’re not talking about using some high-priced speakers’ bureau that books A-list celebrities at Fortune 500 corporate events. We’re talking about getting our client booked at things like regional association meetings and conventions of larger national business organizations. 
 
The point here, in case it wasn’t glaringly obvious to you, is to place our client in a target-rich environment. This isn’t about ego or garnering some kind of Tony Robbins-like adulation. It’s about presenting to business prospects, and then getting opportunities to close them, afterward. It’s a very narrow use-case of biz-dev. 
 
So. No big booking agency. No chanting crowds. But there are tons of these more-realistic gigs, across the country, all the time. And they’re booked, typically, ages in advance: we’re talking anywhere from six to 12 months, easily. 
 
How do you find them? 
 
These days, there are digital exchange platforms that connect speakers (such as our client) with event planners (i.e., people who seek to book speakers for their gatherings). An obvious one is eSpeakers; we’ll talk about that one here. 
 
Load up your ammo
 
If you want to get booked as a speaker on a site like eSpeakers, you need to stand out. For the purposes of this article, we’re going to assume that you, like our client, are a stellar speaker with a great stage presence, absolute command of your thought-leading/breakthrough material, and have also done this before/are a published author/have been featured on podcasts, and so on. 
 
Yep. A high bar to start. 
 
Assuming all of that, you’ve got to let all of those eSpeakers-seekers know. Which means that, after you sign up for a (pretty darned affordable) eSpeakers membership, you’ll need to upload a lot of stuff about yourself to entice that audience. And herein is the gist of this article.
 
Here’s what you’ll want to upload, with some notes and thought-starters to help you along: 

  • Your bio. You already have one, right? Well, this one should be tailored just to speaking engagements. You want to show off how many events you’ve spoken at; you might want to include, for example, an aggregate audience total (“Has presented to more than 50,000 people”). Include locations (“…across the U.S., Canada, and Mexico”). Be sure to mention any awards won; if they’re not recognizable, like Oscars, just say “Award-winning speaker…”. 
 
  • Your headshot. Sure, a basic headshot is fine. But what’s better is a shot of you, on stage, doing your thing. Guess what? AI can help. Start with preferably a low-angle pic of you (as if taken from “the audience”) and ask a common tool, such as Grok, to add the catwalks and lighting way up in the stage ceiling behind you. 
 
  • Your programs. These are the different topics you’re available to speak about. Each needs a sexy title, a bullet list of take-aways, and an “ideal audience” (such as “middle managers and their teams who are eager to take their sales production numbers to the next level”). These need to entice, entice, entice, and sell, sell, sell. 
 
  • Your sizzle reel. Your what? This is a brief (about three minutes) compilation of clips of you on stage, doing your thing. Bookend it with an intro title, featuring your headshot and bullet-list of top credentials, and closing titles that include audience testimonials, your website, and where to book you. 
 
  • Other stuff. You’ll want a nice 3-D image of your book, if you have one. You’ll want to create a doc known as your Presentation Rider, which includes all of your on-site requirements (time allotment for sound check, technical requirements, video recording limitations, etc.). You can also include discrete video clips of you, speaking at different engagements; these can be longer slices of the quick clips you’d featured in your sizzle reel. 
 
The best tip you’ll get
 
What’s the best way to find out how to put the best stuff up on a site like eSpeakers? Simply visit the “other side” of the site and pretend that you’re an event planner. 
 
Use the filters to drill down to direct competitors of yours. Take a look at them. You’ll easily see who the most impressive ones are. Then you can simply see what they’ve included in their “packages,” and use that as a baseline for you to, well, blow out of the water. 
 
Need help with a challenge like this? Contact us! We’d love to help you. 

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Our top posts for consultants from 2025

12/1/2025

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Pleasantly surprised businessman at his computerGreat photo by Grok.
​Wait, it’s December already? We must have blinked. 
 
Because it’s already time for the round-up of our top posts for consultants from 2025—an annual tradition here at Copel Communications. Here, then, is your chance to catch any articles you may have missed, or to brush up on others you may want to re-visit: 

  • The most stress-reducing marketing tip you’ll read this week. This is, without a doubt, the most counterintuitive advice you’ll ever encounter. And you’ll love it! A ridiculously easy way to boost your marketing effectiveness. 
 
  • Trade-show prep made easy. You’d be surprised how much stuff is already yours, for free. And how many “wheels” have already been invented. Get the tips here. 
 
  • Is your business branding missing out on a blend word? Wait, what’s a “blend word” Or a portmanteau, for that matter? You’ll love this article; we’ve gotten great feedback from it—and it can really help boost your business, too. 
 
  • A ridiculously easy trick for generating fresh marketing content. It’s staring you in the face: A source, right in your office right now, of endless custom marketing content for your biz. Read the article to find out where. 
 
  • How to out-Google Google to broaden your marketing reach. We’re not SEO gurus, but some of our clients are, and we learned some wild tips that we freely share in this article. Take advantage! 
 
  • Selling a client story is more than anonymizing a client story. You want to tell the world how you helped a client succeed. But sometimes, there’s a slightly different path to take, which will generate more business. Find out what it is. 
 
  • So you want to be a podcast guest… What now? If you’re a thought leader, there’s nothing better than a podcast guest appearance for showing off your expertise, and engaging with new prospects. But becoming a guest is hardly straightforward. See how you can crack the code. 
 
  • ChatGPT Doesn’t Wear Shoes. And if you think it does, stop reading right here. Seriously: This article points up a big weakness in generative AI, which you can easily exploit, to your sales advantage. 
 
  • Sometimes it’s okay to ask the customer what they want. Wait—was Steve Jobs wrong? And if so, how can you profit? This is one of those staring-right-at-you revelations… you’re welcome! 
 
  • You’ll never believe the best way to tease your webinars! You’ll likely laugh out loud when you discover this surefire trick to boosting attendance at your next webinar. Who said marketing isn’t fun? 
 
  • How to McDonald-ize your B2B demo videos. Can you make a custom marketing video, showcasing your services… without any video footage on hand? And if so, how? Cash in on all the years of process improvement that we, and our clients, have been honing in this field. 
 
Phew! That should be enough reading and tips to tide you over for a little bit. 
 
But how about next year? Any topics you’d like us to address? Contact us and let us know! 

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How to McDonald-ize your B2B demo videos

11/3/2025

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An assembly line of TVs showing marketing videosGreat photo by Grok.
​We love continuous process improvement here at Copel Communications! 
 
In this article, cash in on all the tweaking and optimizing we’ve been doing, literally for years, with different clients of ours, to make things as efficient and repeatable as possible. 
 
Today, we’re going to talk about B2B “demo” videos. Does your company ever make these? We’re talking about those “watch this screen and see what happens” kinds of explainers which also, of course, sell.
 
So it could be a product demo. A software demo. A service. A SaaS platform. A training session. There are tons of these. They are common. And chances are, if you need to make one of these, you probably need to make a ton of these. 
 
And this is where optimized efficiency—that “Big Mac-ifying” of the process—really comes into play. 
 
In this article, we’ll describe (in broad strokes, with the details purposely blurred) how we do this for a couple of clients of ours. Pay attention: We guarantee that there are elements of this process, perhaps many elements, that apply to your situation. And the more that apply, the more you can benefit. 
 
The challenge at hand
 
As we’d stated above, we’re going to anonymize these specific client assignments. But you’ll get enough detail to follow the process, and recognize opportunities to improve your own workflows. 
 
In the first example, this client of ours will do a screen-sharing demo of the prototype of a use-case solution they create for their clients. And they do lots of these. The big opportunity here: If you could anonymize these brilliant solutions, and pare them down into, say, little two-minute stories, you’d have marketing gold. You could use them to quickly populate, say, a dedicated playlist on your YouTube channel. You could use that to show to prospective clients, who stand to be awed, once you hit the critical mass of sheer videos posted to that playlist. Not to mention your ability to feed the voracious appetite of the SEO algorithms and web crawlers of YouTube, Google, and so on. It’s one big virtuous snowball. 
 
Turning those client demos into marketing videos, incidentally, was not as obvious a choice as you might think. You’re starting with a lot of sensitive material. You need to see the bigger marketing picture, strategically… and be able to literally blur the lines of sensitive information, tactically, once it comes time to execute. 
 
So. This client does more than have one of their reps conduct (and record, via Zoom) the client demo of each new prototype. The prototype itself is based on a use-case that was presented/sold to their client beforehand, in order to get the green-light to make the prototype. Follow? 
 
Between the raw footage of the demo Zoom call and that original use-case PDF, we’d almost have everything we need to script the video. But not quite. So here, after lots of back-and-forth and tweaking with the client, the third of our three pieces of input evolved. In this case, it’s a super basic Excel sheet. In one column, it lists the timecode of the demo video; in the column beside that, there’s a quick description of what is happening on screen at that time. 
 
Example: “00:32 – 00:41  User logs into platform, using two-factor authentication with an emailed six-digit code.” 
 
Someone on the client side makes that little Excel, typically only about ten rows deep, for us. It takes them about 30 minutes. 
 
And that’s all we need! From there, knowing this client well, we can pen the video script using a basic three-act structure: 

  • Act One: The problem which this demo will address 
  • Act Two: The demo of the prototype, showing it in action 
  • Act Three: The call-to-action (“Book your initial consultation today!”) 
 
Even easier
 
As you can clearly see, the big lift, for the client, in the scenario above, is to create that little Excel sheet for us. But more recently, we’ve started making videos, for a different client, with no Excel required. 
 
That’s because, for the cool things that this client is creating (we can’t share details, sorry), they already create three PDFs which are not only goldmines for us, but they’re also all we require to start scripting. The three PDFs, broadly speaking, are: 

  • The output deliverable, shown in a graphical format 
  • The metrics by which the first deliverable is measured 
  • A “heat map” comparing the first PDF to the second one
 
These PDFs are so detailed that we’ve been able to write video scripts from them, using their details as the visuals, with the simple addition of a basic voice-over. So there will be shots such as “Zoom in ultra-tight on the detailed box at the lower right of Page 3, and pan across the different functions listed in its flow chart.”
 
In other words, no “lift” from the client at all! It reminds us of Craisins. 
 
Huh? 
 
You know Craisins. Those “dried cranberries” originally created by Ocean Spray. While making cranberry juice, they would throw out all of the skins of the actual cranberries used. Until someone got the great idea of drying the skins and adding sugar to them, and coming up with a clever portmanteau name like “Craisin,” which implies “cranberry + raisin.” 
 
(Read our article about portmanteau names and how you can profit from them.) 
 
Think about that: All those cranberry skins were not being used. Today, they’re a massive source of newfound revenue. 
 
Ditto for the three abovementioned PDFs. They were used to create a client deliverable, and then effectively shelved. 
 
Today, they’re the basis of a “found money” marketing effort. With very little effort!
 
Need help “McDonald-izing” some of your existing deliverables and processes into efficient marketing gold? Contact us. We’d be delighted to help! 

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ChatGPT Doesn’t Wear Shoes

8/1/2025

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Photo of a confused robot sitting at his desk.Great photo by Grok.
Intrigued? 
 
“ChatGPT doesn’t wear shoes?” Has Copel Communications completely lost its few remaining brain cells? 
 
Not yet. Stay with us on this. And learn how—no kidding—this observation can help your business make more money. 
 
Here’s a dirty little secret. While we specialize in marketing here at Copel Comms, we’re really “closet salespeople.” Think of the playwright who shudders at the prospect of getting on stage… but is completely comfortable writing a powerful speech for the play’s leading man to deliver. That’s us. 
 
Okay. Shoes? ChatGPT? Is there a thread anywhere in this story forthcoming? 
 
Sure there is. As we’d said, stay with us. 
 
ChatGPT, and all of the generative large-language-model AI platforms of its ilk, have really changed the way that people sell. The way that you can sell. And, upstream of that, the way you market. 
 
Shortly after it appeared on the scene, ChatGPT basically torpedoed email-based marketing and outreach—and thus the sales that those were supposed to generate. The reason is simple: It used to be that only reasonably intelligent English speakers could create grammatically correct outreach notes. ChatGPT eliminated that requirement. 
 
Since its advent, every mouth-breather who can click a “Generate” button has been able to churn out grammatically flawless… spam. 
 
Yep. Spam. 
 
The ISPs quickly clamped down on this. The spam filters got tighter. Even now, Google (in a related story) is tweaking its algorithms to filter out AI-generated content. 
 
But ChatGPT is old news. The platform debuted during the pandemic, for goodness’ sakes. 
 
The “old news” aspect of this story is good news for our clients and businesses like yours. We’re seeing an uptick in the effectiveness of email outreach again. Isn’t that nice? 
 
And, just like in the old days, quality matters. Remember the ol’ “three-legged stool” of email marketing? It consisted of the quality of: 

  • Your list 
  • Your offer 
  • Your email which presents the offer
 
Guess what? That’s true again. 
 
Which gets to shoes. Specifically, “shoe leather.” We’re talking about the old days, when salespeople would “pound the pavement,” going from business to business, to the point where they would wear holes in the leather soles of their shoes. Hence “shoe leather.” 
 
ChatGPT does not wear shoes. It doesn’t understand how you can (and perhaps should) “pound the pavement” to actually generate sales. 
 
Example: We recently penned an email (is that a mixed metaphor? We actually used a keyboard) for a client of ours, directed toward their current clients, introducing a referral program for their services. 
 
Per best practice, the offer was “two-sided”: “Refer a client to us, and they’ll get a massive discount on our services. And you’ll get an Amazon gift card. Everyone wins!” 
 
So. It was a matter of taking this good offer (Leg 2), turning it into a compelling message (Leg 3), and sending it out to our client’s list of existing customers (Leg 1). 
 
Another dirty little secret: The client’s list of clients was small enough that no automation was needed. So “Dear [First Name]” was typed in as “Dear Linda,” and so on. 
 
Sure, it was old-fashioned manual labor. But it was effective. Proving that pounding the pavement, in its modern iteration, can still yield sales. 
 
And proving that ChatGPT doesn’t wear shoes. 
 
Need help with a marketing challenge? Contact us. We’d be delighted to help! 

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Trade-show prep made easy

2/3/2025

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Woman in a crowded trade show.Great photo by Juliano Couto.
​We don’t know a company in the world that enjoys the prospect of exhibiting at a trade show. It’s often the epitome of stress. 
 
But you can alleviate a good chunk of it. Hence this article. 
 
Grab the lowest-hanging fruit
 
Sure, you’ll want to promote your presence at the upcoming show. That means creating ads and memes for social sites such as LinkedIn. 
 
But what if that were already done for you? 
 
Duh. It is, in most cases. The hosting company will typically create artwork that you can use for your own purposes. It’s in the “Exhibitor Kit” you got when you signed up, and/or it’s available for download on their website. 
 
These will be pre-created ads that say “Hey [Industry]! [Our company] will be at [Name of Trade Show] in [Location] on [Dates]! Look for us in Booth [Number]!” 
 
Granted, these won’t be stunning. Often, they’re stunningly generic. But they are there and you’re effectively getting them for free (with your paid entrance fee). So download ‘em, populate ‘em, and post ‘em. 
 
And if you belong to multiple LinkedIn groups—you do belong to multiple LinkedIn groups, don’t you?—be sure to post these things in every group you belong to, at regular intervals. 
 
That’s one little bit of pre-trade-show stress reduced. 
 
By the way, be sure to take advantage of all the stuff that the exhibiting venue gives you in advance. Submit all the information about your company to help populate, say, the mobile app that visitors will use to navigate the venue. You certainly don’t want to be left out of that. 
 
Update what you bring
 
Is your booth or stand-up display skin still showing that outdated version of your company’s logo? Or artwork featuring people wearing Covid-era masks? Now’s the time to re-visit those materials, and update them as needed. 
 
This also applies to things like handouts, leaflets, flyers, brochures, and even business cards (you have them ready for that new sales rep you hired, right?). 
 
Note that all of the above-mentioned materials are fairly production-heavy, as in turnaround time. So prioritize those first. Get the input out the door and into the vendors’ hands, allowing ample time for both revisions and delays. 
 
Also consider the promotional items you’ll bring. We had a client who would prioritize what kinds of goodies to give away at their booth based on whether or not they would fit into a carry-on bag, LOL! It’s true. Whatever works for you. 
 
Speaking of updating your materials: You’ll want to tweak your slide deck, for whether you’ll be showing it at your booth, presenting in a conference room, or entertaining prospects in a hospitality suite. Fortunately, unlike those printed materials such as booth skins and brochures, you can update your slide deck with just a few clicks, no vendors or turnaround time required. 
 
This is similar to your website. You do have a big tile on your home page advertising your upcoming presence at the show, don’t you? 
 
Don’t reinvent the wheel
 
Here’s a classic question: “How do we get more prospects to visit our booth and give us their contact info?”
 
It’s a valid question. It’s also one that’s been brainstormed, and answered, a zillion times. So don’t reinvent that wheel. Use the latest iteration of Google, a.k.a. ChatGPT. Simply ask it that exact question. It will effectively search the entire internet, and give you a list of suggestions, from giveaways and contests to customized swag bags. 
 
Speaking of not reinventing the wheel: We had a client employ a little desktop carnival-wheel game, wherein visitors could spin for prizes. Again: Ask ChatGPT: What are some good prizes? Obvious answers are discounts on your services, loss-leader free services, Amazon gift cards, “Spin Again” slots, and so on. 
 
Speaking of Amazon: these little wheels are easily found there. They’re inexpensive. And they’re made of dry-erase/white-board material, so they’re easy to customize—and re-customize, say, when you run out of a certain prize. 
 
And be sure to pre-write the “Congratulations!” emails you’ll be sending to all the prize winners, since you’ll have their email addresses—and will have input them into your CRM. 
 
For the love of QR codes
 
How can you not love QR codes? They apply to almost everything we’d mentioned in this article. Put them on your flyers. On your swag. Business cards. Everywhere. Link them to the most appropriate page on your website—which, in this case, might be a special landing page for trade-show attendees, replete with some kind of promotion/savings for visiting that page (and providing their contact info, booking a call, or other similar call-to-action). 
 
Everything we’d mentioned above is stuff that you can, and should, do well in advance. The sooner you do it, the more pre-show stress you alleviate. 
 
Need help? Contact us. We’d love to pitch in. 

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Our top posts for consultants from 2024

12/2/2024

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Young businessman looking up from his laptop computer.Great photo by Antoni Shkraba.
​Boy do the months ever sail past. Time, already, for our annual round-up of our top posts for consultants from 2024. Here’s your chance to catch any you may have missed, or to brush up on others you may want to re-visit: 

  • How to clone your favorite client. You already know who your favorite client is. How do you 2x them? Find out here. 
 
  • Wait, what… we actually use ChatGPT? Do you know how often people ask us if we consider this tech to be an existential threat? It’s not. The trick is in how you use it… as we reveal here. 
 
  • The business gift that keeps on giving… follow-on work. We credit our brilliant clients with the most brilliant ideas. This one may well top the list. You’ve got to try this trick. 
 
  • What should you give your clients for free? Do you draw a line in the sand, based on billing? Of course not. Discover the tips and cool stories here. 
 
  • The advantages of the hard-to-schedule on-site work session. When should you go in-person, when virtual would be so much quicker and easier? The answers might surprise you. 
 
  • What is a marketing “content package”? And why would you want one? Put it this way: When does delivering more, cost less? Up your marketing game with these tips. 
 
  • Wait, what… you sent a printed letter? And got business from it? Is “old school” the “next wave”? Find out which use-cases qualify for what you’d otherwise guess is an obsolete marketing technique. 
 
  • Can you write a good “next steps” email? (And how much is that worth?) We spent an hour writing a single email. And made money off of it. Find out when, and why, you should, too. 
 
  • You’d be surprised by how many emails we ghost-write for our clients. We had to cloak it anonymity, but this article includes the story of the email we ghost-wrote which netted our client millions. 
 
  • When should—and shouldn’t—you respond to that RFP? At what point do you commit your team to pursuing that opportunity… and at what point do you conclude, “No, that would be a race to the bottom”? 
 
  • The easiest marketing videos you’ll ever make. Even if you’ve never made a marketing video in your life, you’re already sitting atop a video goldmine. Intrigued? Read on. 
 
As we start working on next year’s articles, we’d like to take this time to thank you for tuning in to our 2024 entries. We love sharing the love, and your comments make our day. 
 
Have suggestions for an upcoming post? Contact us. We’d love to hear from you! 

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