¶ Intro / Opening
INTRO PODCAST
âClear messaging isn't. It's haptic. It's actually a strategy and you don't have to yell louder to get notice what we're seeing now in the marketplace. People are yelling louder, sending hundreds, if not thousands of emails to try to get through. But what really this boils down to is having a clear, specific message that has your client. At the center of it. And you'd be surprised. You think that we're talking about brand strategy, messaging, strategy, and positioning.
We're not, we're actually talking about prospecting. We're talking about getting you pipeline in here. Richard is going to chat with me through his experience on diving into the messaging strategy. Richard, how you doing, man?
Excellent. How you doing, man?
Doing pretty good. I'm excited to have you on. Our conversation has been teed up for quite a while now. So this has been brewing in the back of my mind. For everyone here listening though, can you tell us a little bit more about who you are, what you're up to and why you're doing what you do?
Yes. So my name is Rich. I run a growth agency. I should call it
¶ The Evolution of Outreach
provoke agency, this for about five years. I'm a proud father of four kids, happily married and based out of Montreal. I got my feet wet in the outreach world. after a 15 year long job selling IT consulting services and really pitching people old school. when I saw that there was a cool way to do it via email, I jumped on the bandwagon.
And yeah, it's amazing, right? I remember in my parallel and the direct response marketing space, you would launch an ad, send people to a webinar that has a 2, 000 to 3, 000 course people bought. And you might get an amazing return on ad spend. And those used to be quote unquote, the heyday, the easy days, of course, there's nothing easy, but same thing with email. You send a hundred emails, certain percentage gets clicked, maybe 5, 10%. And from there you get appointments.
And then it was a volume game. That's
¶ Effective Messaging Techniques
all shifted dramatically. And I think for the good, cause now you actually have to be. A strategist or a thinker to actually get results. So what are some of the changes and things that you're seeing in the market, how you're adopting and just implementing that?
It's an excellent question. Yeah. I mean, the first thing that comes to my mind is like these funny messages that I get pitched on. They're all the same. They're like, Rich, can you handle seven to 11 new clients or something like that?
Oh yeah.
they changed the numbers. So I have fun with these guys. I'm like, no, actually I'm looking for 13. If you would have said 13, we would have had a deal. So now obviously it's not a stupid messaging because it peaks the curiosity and it worked. It obviously worked. The problem is, is that when something works. It has a lifeline. It has a life cycle. And if you copy and paste what other people are doing, it's not that it's bad, it could work for you to a certain degree, but at some point, it dies.
That type of messaging, I think, is dead. I mean, people who are using that messaging on LinkedIn, and even on email, this idea that I'll put you in front of this amount of clients, it's a bit overdone. Today, when I think about messaging, I think about the shortest message possible. And it's a word that I like to use, but I think of messaging as the less friction possible. The easiest way to get a yes.
So I'm no longer, you know, kind of working with my clients to get them booked calls, working with my clients to get as much engagement as possible. I want conversation. I want little yeses. So if I'm creating the sequence with my team, every single line has to be like, well, what's in it for me? What's in it for me? I'm thinking of how the recipient is receiving it, right? Well, what's in it for you? What's in it for me? And if the end of that email is like, sure, why not?
Like, yeah, I got nothing to lose. Sure. This is interesting. it's got to be short. It's got to be frictionless. Which means if I'm asking for a meeting the first message, it's like, who are you that I'm going to,
too much.
worked very well as you said in the beginning years of cold email and outreach today, even when it's like, can I send you this paper or that paper or whatever it may be, it's really got to make sense. it's got to have a very specific, I think, first liner to the person. And it has to build enough curiosity for them to be like, yes,
I started my first company off of cold email and I think you're hitting it on the head, like for me to book those appointments, it was
¶ The Role of Value in Messaging
now looking back at it easy. Even direct mail. I got calls from direct mail. I got 2 percent a call rate. I think what you're hitting on too is, so I'm going to actually read out, and this is me going off script here, but I'm reviewing some of the things that even I look at or when I'm doing strategy and this parallel surprisingly well with what I've done in paid ads, like on the paid ads front, like you got your. So there's, there's two dynamics, right?
You got your top of funnel, middle funnel, bottom of funnel. You got your problem aware, unaware, solution aware, unaware, et cetera. And I think what you're hitting at here, if we're hitting up a cold audience, like either you built the ICP list, I don't care what tool you use. I mean, we can talk about that later, but you build out the list, you get those people coming through and they're cold, literally cold. You don't know their buying cycle. You don't know their intent. You have no clue.
If there's a signal in the market that they're buying, then you lead with like a lighter ask of, Hey, I got this resource. Is this something that you want, or like a lead magnet? That's my thinking around is that you lead with a low friction, high, high impact lead magnet or some sort of value video in the beginning. And then from there, turn that into a conversation. That conversation I think is. the actual human aspect of it.
And then from there asking for the call, are you seeing the same with what you're doing on your end?
exactly that. And in fact, you know, there's a trend on LinkedIn that is also going to have its cycle, but it's kind of like the guy with the video. And he's like showing something that's like obviously amazing and there's like 400 comments and everybody wants that.
Oh yeah. Give me the guide. Hey, I'm running ads to that. Anytime I need communications, I just run ads and I got it. And I kept
yeah. and it works because it's like, a version of storytelling. It's like, you look at that, you understand that that could be for you and you want that. And then the guy says, well, if you want that, just type this in the comments. Okay. It's the same principle for the email as well. Yeah. It's like if you can tell a success story about a client that's in the recipient's industry that they know about and
¶ Live Strategy Session Insights
there's a tangible result, the natural thing that people do is they say, well, that could be me too. So, yes, I'm interested.
let's pair that because I want to get your thoughts on this. And this is again, why I've been looking forward to our conversation because like a live strategy session, just two dudes jamming. Like I get this, like, Hey, I looked at your profile. I have to say I'm impressed with what you've accomplished. Okay. Curious. Have you ever considered turning your content into a book? So this is different because it's poking at. Hey, are you interested in doing this thing?
Like I've never thought about or done about it. If they actually looked at my profile, they see that they're like three books, but that's a different conversation. So I think that doesn't land as well versus actually offering something of value to what you're saying, because this one is more like testing the market of what they're interested in.
But this, in my opinion, is going to have a higher spam rate and a significantly lower conversion rate because it's like, okay, well, it's a binary question. Do you want this thing or not?
yeah, it's,
Versus do you want this lead magnet that's valuable,
haven't seen that one. I mean, turning my content into a book. Wow.
Yeah, they've done, I've gotten this exact message from like 15 other people.
I haven't gotten that one yet, but I will tell you that my first impression of that, don't forget as agency owners, we're a lot more stricter than other people. we have an affinity for messaging and we can kind of read between the lines because a lot of times I have these very similar conversations with other business folks. And they were like, Oh, I didn't see it as deep as you did Rich.
So when you're constantly working on messaging and other people try to pitch you, you kind of see it right away. You kind of see where they're, but your average Joe doesn't necessarily. So I'd be interested in that. it's an interesting pitch, but I agree with you. It's a yes or no. It's like, no, I haven't thought about making a book.
Yeah.
I want to make a book?
Yeah. that was my point too. And I wanted to get your live reaction to that because that is very similar to what we just talked about. Like you give a value piece, like, here's something that I, like planning to run or just doing as well, like, Hey, we're doing X, Y and Z. Would you like me to show you how we're getting this kind of result or what we're doing here?
It's like a simple thing, but it's relevant to the person versus are you considering adding this a significant amount of friction, which is writing a book? So there has to be that parallel between exertion of effort.
Friction for them to implement whatever you're giving them and the impact that it delivers to them because if you're giving them a video a guide or even like with people like right now my linkedin ads people are commenting send me the training or some people are like kind of funny like hey show me what you got like challenging me it's fun it's low friction high impact and i think there's there's like that dynamic and i kind of want to know how do you think about that when you're writing
messaging
to that exact example, let's say the guy pitched and said, Hey, rich, I took a look at your last 40 LinkedIn posts and I wrote five pages of a potential book we could put together for you. Can I send it your way?
that's gold.
that's cool because even if I didn't want to write a book, you just piqued my interest. That's pretty cool. You know, when people buy a book of LinkedIn posts that I put together, if I market it properly, maybe it just out of the curiosity, it's interesting, you know, mind you, the messaging is easy. Now, the execution for that guy, I don't know how we'd ever dream of doing that, but, but it's like, yeah. It's for marketers like ourselves.
It's like first come up with the offer and then figure out how to do it after.
No, I liked that. And that was really good. How you came up with that
¶ Crafting and Testing Messaging
in the fly. How do you look at that too? Like when you're looking to scale, do you usually start things manually and then find what works and then scale it up through automation? Like what's your process for that?
So my process for messaging, and I think we discussed this the first time we connected, I'm a big Donald Miller fan. I really, I love the story run framework. I use it all the time. I use it for every single strategy session that I do. I don't try to jump in right away, try to play super dumb. Like, what do you do? Who are you? Who's your hero? What's the problem? You know, then I think, okay, if I was marketing for myself, how would I do this? So I let the client talk.
We have a whole strategy session just on story brand. I don't try to do any writing right away with the client. Then I record everything, of course. And then I always do copywriting with my VP of operations, Ilya. To have a person to bounce, I never try to do it by myself.
Interesting.
Yeah, I used to. What I used to do is procrastinate it, like record this and be like, Okay, well, and then, you know, you wait a week, forget it. All of your ideas are gone. It's hard. I gotta re listen to the thing. It's annoying. So I really try to do the copywriting literally after the session. I wait till it's recorded. Then, of course, I leverage AI. I take the whole transcript. I have a very special AI, what do you call it?
Like an AI chat GPT thing that we train specifically on certain roles.
Yeah.
I upload the whole chat and it breaks down the story brand and then it breaks it down per some of the rules. You know, I want my emails to be short. I want it to be pattern breaking. Okay. I want it to be thought provoking and sometimes I'll even use humor and then I try different combinations. Until I read it through and I bounce it off Ilya and Ilya says, yeah, but what's in it for the guy?
Oh, you're right and then we make it easier and easier until we just kind of get like this internal fire We're like, yeah, that's hot. We test. Yeah, we test it about one week two weeks with the client We see the response rate and that's how we do it
Is it a volume game that you're testing in the beginning? So two weeks is a time frame versus like sending 10, 15 emails a day.
Yeah, it's a time and a volume thing. So depending on
¶ Email Deliverability Challenges
the client, how many domains that we buy for them and emails that we're sending it usually should give us an indication if that type of messaging is going to work. I won't hide from the fact that recently we did this over the vacation period. We switched the whole different things with email deliverability and different providers we were using because you could do the best messaging in the world if you're not landing into the dang inbox.
And the inbox
You're screwed. It's really, it really became a mess to figure out how to do this. I had multiple conversations with so called email experts. I went on a search. I went on Upwork. I spoke to people at Instantly, at SmartLead, at
Oh, wow.
yeah. And when I came to the conclusion, it's one blind guy leading the other blind guy. I promise you, I don't, think today that anybody clearly has
That's solution.
all of the information very well understood to explain an agency owner why this and this is happening, what they, some of the best guys they do, there are some experts out there, they have recommendations, but they cannot pinpoint it.
Exactly. Why? It's almost like an algorithm, right? Like I remember in the Facebook side, people would come to me and this is because, we retrain and I've helped. some interesting names, some good names in the internet marketing space. You don't know the nature of the piece, in my opinion, you just know this is what's happening, but I don't know how the algorithm works. I don't know what's going on. I don't know what the changes are internally. I mean, that's to my extent.
and I'm not like I follow people that I believe are successful and I follow their LinkedIn post and then we test into everything I do. I try to test on myself first. How does
Yeah.
If it works for provoke, okay, let's try it on this client before we roll that out fully.
So what's your setup now? Like dedicated servers
Yes. so right now we have like three, we got a little bit of mail reef. We got a little bit of scaled mail cheap in boxes. Okay. And then there's
Cause with that, you're sending like, how much volume are you doing today?
otherwise it's, if Ilya was here, you would tell me it's I'm not a numbers
¶ Email Sending Limitations
guy. I hate numbers. In fact, I think that was the first,
that's incredible, right? you're in the numbers game, but you're more creative. that's the thing that I love
don't.
Like you're creative and story first.
I'm sure We're sending in the millions. Yeah, but the way it is now is
¶ LinkedIn and Email Platforms
like each little email, he can only send like two or three emails, which was ridiculous because before in the earlier years, you could do like 50, 75, you know what I mean? My platforms that I'm using are instantly. I'm using Expandy for LinkedIn, although LinkedIn very
¶ Challenges of Email Management
recently has been having some, they did a crackdown
Yeah. I'll chat with you off recording about that.
Yeah, it's in that. So I've been playing around with that. And trying to, but the emails, it's like two or three emails per mailbox. It's nothing. So you end up with these massive, like email boxes that need to be maintained and organized. Okay.
¶ Cold Email Strategies
So that setup is a nightmare. I think for most companies that try to do this on their own, they don't want to even, Consider that.
That's a, it's a whole value add in itself. Just getting those set up. And then I mean, I'm obviously not running a cold email agency. I just know about. The game, but like you have to have its own dedicated account to inbox and the ratio has to be right. It's its own little science experiment. It's very synonymous with the nuances with advertising and ad spend.
But going back to the messaging and the offer, I mean, when people, cause most of the people that I talk to, and just to be completely transparent with you, we don't need to send a hundred emails a day. Frankly, we don't even need to send 20 emails a day. It's like five to 15 because the numbers
¶ Account-Based Selling
that we're playing with are like I mean, you've probably seen this, right? Like the deals that they're closing, they're like larger deals and it's relationship sales and the sales cycle is
Well, that's more account based. Yeah. It's more account based. How do they call
¶ Automation vs. Manual Effort
it? Accounts based selling when it's
it could be ABM. it's still synonymous to what you were talking about here. Like outreach, cold outreach, base signals, et cetera, warm follow up, et cetera. But the reason I say that is I think sometimes right now the hype is to automate too quickly. The hype is to just dive into let's dive from the beginning because you're manually writing that copy in the beginning.
That's something that's super important that I want to resonate here is that you're not just throwing it to some sort of agent, like leveling up Anthropic, and then from there, it's implementing it like you're writing it yourself,
¶ AI in Sales Campaigns
you're testing it, you're iterating it.
have not played around with like AI written emails that I haven't even looked at. No, no. The only AI stuff that I think you saw recently on a post that I did is we brought on a client recently called phone call dot bot, which I'm very fond of. I think they have one of the most hyper realistic. A. I. Calling agents. Now I'm starting to incorporate that in my campaigns and from my clients, not A. I. Selling agent, but as a caller that just simply provides additional support
¶ Importance of Human Touch
or scheduling or confirmations. Manual tasks and it's it's wonderful.
That's amazing. We need to talk about that in a second, but I think the original point is just like, don't automate too quickly is kind of like the forewarning sign. Like we still have to be thinking and you're, I mean, frankly, you're the authority here. You're sending millions of emails and you're not automating the first email.
No, you definitely have to have a thinking strategic. That's one of the things that I felt like a lot of my experience in the tech world brought me. just my work experience in general is that I always felt like if you're not going to do face to face with the client you're not going to really take the time to talk to them, understand their issues.
There's even some very small things that I've noticed working with clients that I could have automated and streamlined, but decided not to because I needed to, like, I have some clients that hate when I send them the calendar link. They hate it and in the beginning, I'm like, you know what? I'm going to try to talk this guy out of it because it's so stupid. And I realized that it's worthless to do that. So it's like, Hey, you know, Tim, do you want to do Tuesday at two or I'll do it with him.
Coming back to not automating too quickly. the strategy sessions that we have, our clients are crucial and it gives them, I think, the feeling that we understand it and then we can put it into play.
Yeah. And I mean, you can automate the follow up and I understand that. But even just like what my major point is, like, I think we're getting too caught up in the technology to start like the overhype. And there's some great tools out there, like an incredible suite of tools, and I pay for them. But I think what you're mentioning for start with a human, like, I know, like in the end tech, like you mentioned, You met a client in person
¶ Face-to-Face Meetings
with a discounted service and you took a bet. Can you talk about that?
Oh, yes.
don't know what's going
Yes.
Hmm.
that was a great, experience. And I have a couple more lined up, but yeah ever since I started the agency what, 99 percent of all of my opportunities came in through the email was a call like this where I'm seeing the, the prospect. And the only thing going through my mind is, Rich, this is like, you got to pitch this, like you got to close this, that here's your opportunity, he's in front of you. This call is to close the opportunity. So it's kind of very focused.
It's like, Hey, we have 15 minutes or we have half an hour. And then in my mind, I had like all these steps that I would go after to make sure I close it. So in the majority, when I started the agency, that's how I built the agency. It really did work. Once I had this, this client that managed to negotiate with me a really good deal, almost too good for my liking, I accepted it.
And then because he was Montreal based he said, Rich, why don't you come by the office and like, You know, let's have a coffee and like, we'll talk. And my first reaction was like, dude. Like, why would I kill easily half a day. half a day, gone. The car, the traffic, the parking the chit chat like, I'm like, it's a weekly review. I said, you know what, let's give it a shot. I decided to do it, and effectively it was a three, four hour thing. I went down, I met him.
When I met him, he introduced me to another guy that I knew from the local community. I'm like, Oh, I didn't know you worked with guys together. That led to something. Then throughout our conversation, after we had our meeting, he got up, he knocked on a couple of doors in that building and made additional introductions, which got me additional business. and that's exactly to your point that you're bringing up is that these face to face meetings, Oh my God.
It's like, I could have never imagined that that could have out of that. And that came out because I think I broke that little box that I was in that was just, okay, you got to be efficient, it's got to be straight to the point and we've got to go to the next one. And
¶ Balancing Technology and Human Interaction
ever since I did that, I said for my local clients, I will make the effort to go see them because other things can explore from that.
Yeah. And I think that's like what we're talking about earlier too, like leveling up technology wise is great, but never forget the aspect of the human, like forgetting the aspect of the initial message, forgetting the aspect of this. I still have clients manual, like I forced them. We're not automating your first message. You have manually have to go through the grind. It's five emails, dude. It's not that hard. Life is not that hard.
Cause I focus a lot on like the offer creation, the sales con, like the conversion point, right? And then when they come in and scaling up, but it's not that hard to do five to 10 emails a day. Like it's not that difficult. You can automate the follow up. Sure. But I think the human aspect. There's just something that we just can't yet artificially
No, you'll never. It's where the magic is. It's really where the magic is. It's, it's quantity versus quality. And it seems that the divine is in the quality, not in the quantity.
Yeah. And that comes, I mean, you're sending millions of emails. that's saying something, dude. I know very few people that do. But what else are you seeing? Like, what's piquing your interest? So you got the AI calling, which I think is fascinating. Like, what else is piquing your interest that you're like, wow, this is fascinating. Let me lean into it.
Well, there's a lot of things that pique my interest that go down the rabbit's hole, but like I fall for like all of these, like these little LinkedIn posts with like the This is how I'm doing this. I like, and then I throw it to my people and like, like analyze this. So I have like 50 of them that I haven't like checked out yet. I get all the links and stuff like that.
I'm to your point, I think a lot of us have fell into like, An information trap where the more information that I have, let's call it, there's an insight that I might be more successful. And I think it's false. I think it's false. I think we're being pitched so much information that it's,
we just have to do, yeah,
overwhelming us, overwhelming us with the amount of tools and I sometimes I think I even explained this to you when we first connected. Sometimes I sit in front of my desk. I don't know where to go. I don't know where to start.
Hmm.
And then I think to myself, if I had an AI tool that could tell me what I should prioritize, that would be great.
Oh, yep.
know what I mean? my focus. so these days what I do, I literally make a list, I write down a list of things that I want to do on paper, you know, I hardwire it in my ADHD brain. And then I kind of glance at it, you know, and then you got to go with the flow because this guy rings and your wife calls you and the slack goes off and then the text and then somebody comes in the house. So You got to keep it balanced, but
keep it balanced. Yeah. That's the key thing. And your kids, you got the kids.
that's right.
Oh, that's fun. Oh man. No, but I appreciate you keeping it real. Cause even though you're using cutting edge tech, even though you're sending millions of emails, you're still keeping it pretty, pretty focused on how can I improve as a human first? And how can I. Substantially add value through my own thinking, leverage
¶ Non-Violent Communication
the tool to execute that. And I think this is a, you know, an episode that I'm going to share with clients just to like, revisit, like this dude's millions. We're only like five a day. And like, you can do five a day.
Yes, even when I use ChatGPT, for example, I have something recently I came across, it's called NVC, it's called Non Violent Communication.
yeah.
Hey, you ever hear about this? So, somebody spoke to me about it, I said, that's a fascinating idea, I did research on it, and I said, wow, I love this. I noticed that when clients don't respond the way I want, or clients don't pay on time, it's fascinating. My initial reaction is to be mean to them and to be like, what? Like, so what I do is I write my mean email as I feel it,
That's good.
I go through the NVC and then I say, wow, I could get across the exact same thing by being nicer and so
Yeah, I'm going to totally make that about now.
no, but we'll look for it. It's called Go find NVC it's on chat, GPT. Okay. It's a really great one. And it helps me. So now when I write my emails manually, I've almost like kind of trained myself, rich. You don't got to be mean to get what you want. You know, you don't got to be like violent in your communication to like, cause you're frustrated, right?
Yeah.
You want to let the other guy know that you're frustrated. So you're hoping that he sees that you're frustrated so that he gives you what you want, but it doesn't work like that.
Yeah. It's just, how do you communicate effectively? And that's, that's the crux also with team members. I had a team that I met up in person and they were talking about how they have an issue, the sales with the marketing guy, they had an issue whenever the communication and I had them do a personality profile before. And they're like, they shared that they swapped as like, Oh, that's why I'm not coming across well with you. Cause they just read the other person's personality.
But very, very few teams actually do that. So that's a pretty cool, it's a pretty cool hack. And again, going back to the human, we still need to push
¶ Building Human Connections
the buttons. We still need to develop the AI. Like there, we still need the human in the loop. In your case too, you need Ilya to bounce off the idea. That's brilliant.
even, you know, over the vacation time, it was the first time that I decided to do a zoom holiday party. Okay. I said, I got guys working in Serbia. I got guys working in Bangladesh. I have another one in Ontario. Like I can't see these people, I can't see them face to face. I can't connect with them. So I'll give them a budget. They bought pizza. I was on vacation, but I connected on zoom. We sat down. We had a normal conversation. Nothing business. I said, guys, talk to me about your lives.
and they all started telling me incredible things.
Yeah.
That's how we built more of a human connection.
Yeah. And the work quality will probably follow with that too.
Yeah. you know, before when I used to go in the office at my tech job my boss would come up and he'd literally be this close to me and be like, Rich, what's wrong, man? like, I could see it on your face. what's up today. You know, and then my, yeah, my kid is sick. I have to bring him here to da da, all of that. You lose man in the digital world. You lose that.
Yeah. And I think we need that. I was talking to a practitioner. she focuses on coaching now, but she also does go to market, but she came from AWS and Google, so you know who you are. We had an awesome conversation. But she talked about how in that space, when you're in the tech scene and you're growing in hyper growth companies, it's almost like you lose yourself, your sense of being, because you're caught up to it. You just focus on your KPI. You're focusing on the next big thing.
And the way that it structures that you're siloed versus you don't know the end outcome of the work. That you're doing. And for her, she created a shared space where people just go in and chat and vent. It's a free thing, but it's fascinating to me that no matter how advanced we get with the technology, we still need that. And the turning point, hopefully it doesn't have to be a difficult one. Hopefully just an awareness or a conversation like this.
Yeah. I recently experienced also just working on a community project. You know, especially when you work for these non-profit community projects and people are volunteers, you should see the level of stories that go through people's minds.
Well, Rich, I appreciate you being on. Where's the best place for people to Thank you for being on and to learn more about what you're up to.
you can catch me on Facebook. Catch me on LinkedIn. I guess LinkedIn is probably the easiest one. Connect with me on LinkedIn. Say hi. Say bye. Ask me a question on a cold email. I'll be happy to help you out. And yeah, that's about it.
Well, you know, the hack now to get to his email. So you just got to create the content first and then send it over to
That's right.
Rich, thanks for being on man. And we'll go from here.
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