Insights From the Trenches

Innovative yet practical tools, tips and resources derived from a voracious love of learning and over 20 years of working with clients around the world.

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Surprise and Delight: 4 Simple Steps to Extreme Client Care™
How are you welcoming new clients/program members and celebrating with/congratulating existing clients?  Recently I was speaking with a real estate broker and coach around our team creating her membership program... Read More
3 Tips to Reaching Any Goal
Back in January, I was challenged to do something different. Something that would take significant effort and isn’t something I’ve done before. I reviewed my 2022 goals (business and personal)... Read More
A simple way to increase engagement
Are you treating all members of your list the same? If so, you’re missing out on a huge opportunity.  In reviewing a client’s membership program and email communications, we saw... Read More
Adapting Your Membership Program Backend to Better Support Members
We started the Get It Done Right program in February 2010. It was a popular program and we managed it all on an e-learning platform called Ruzuku. We were paying... Read More
3 Mistakes Businesses Often Make with Their Membership Program
If you follow me on Facebook or Instagram, you may have seen that I've taken on Andy Frisella's 75Hard challenge (warning: Lots of cursing in this podcast episode). One of the things... Read More
The Oregon Files: A lesson in presenting & marketing
Have you read any of Clive Cussler’s books? His most well-known series are “Dirk Pitt Adventures”. I read those years ago and recently came across another of his series: The... Read More
Your P&L: Have you viewed it this way?
Happy February! (No worries, I’m not going to tell you that a month of 2022 has already passed – I know you know.) I recommend Profit First to all my... Read More
Power of a Case Study vs Testimonial
Do you use case studies or testimonials in your business?  Testimonials are fantastic – although typically short, a paragraph or so or a few minutes on video. They’re great sprinkled... Read More
Defining your Client Success Model™
Do you have a Client Success Model™?  A visual representation of “If you have these things handled and optimized, you’ll have X results” for your clients? It’s also a visual... Read More
Beautiful job of marketing a subscription program
Have you been considering a membership program or have one and are struggling with the marketing? If so, you may want to check out Viome.com to see their process. Note... Read More
A simple way to improve the client experience
Happy New Year!  Have you ever been excited about something only to feel let down when you got it? That was me this weekend. Excited to jump into the new... Read More
My 2021 Reading List
I like to send books to my clients -- books I've read and think they'll get something from. A client who recently received a book asked me how many books... Read More
Strategy, Tactics and Why I’m not a Coach
Last Sunday I logged into my Gmail account to see they’d changed the inbox.  Shortly after, I posted a note on my blog about the change and how it affects entrepreneurs who... Read More
Improving virtual attendee experience while increasing engagement
While helping a client prepare for an upcoming f.r.e.e. virtual event they're hosting, we discussed how to really WOW attendees -- a combination of people on their email list, paying... Read More
Being true to your process…
A client reached out and asked for a quick call before heading into a strategy session with one of his clients. The question was simple: Did I have any thoughts... Read More
How to Repurpose Content for Increased Visibility
Regardless of how you choose to get the word out and increase visibility, multiple forms of content need to be created and the most efficient way to do it is... Read More
Podcasts + Facebook: 2 common mistakes resulting in missed opportunities
This weekend while doing the laundry, putting away groceries, etc., I was listening to some podcasts. Do you do that? I love that I can do something and listen in... Read More
How iOS15 affects metrics + nurturing campaigns/workflows
Last week I did a guest training for a colleague's membership community and it was all around the effects of iOS15 and email privacy affecting marketing metrics. In case you... Read More