Marketing a Marketer : Case Study Week 1

Last week, I wrote about how I’ve failed at marketing my own business, even though I run a marketing business. 

This week I got down to walking the walk of my talk… in other words, I started marketing my business as I would do for a client. I’m sharing everything I learned along the way in the hopes that someone out there can learn a thing or two along the way.

I should preface all of this with saying I declared a few goals for the next 90 days. I specifically wanted a certain number of sales calls/proposals and a certain number of clients. I’m not quite ready to give away the numbers just yet. However I have to note that as I went into creating and executing this strategy, I kept those numbers at top of mind. 

Once I figured out my goals, I looked at where I am right now and what I need to put into place to get there. Right now I already have several warm leads who in the conversion stage thatI would like to convert into clients through sales calls and proposals over the next few weeks. I also know after that I’m in need of some newer, colder leads that I can move along in my pipeline. Right now I’ve got to be working in those first two stages. 

Right now my goal is to connect with newer leads to keep filling my pipeline and also ensure I’ve got systems in place to move warm leads into sales calls. 

My business attract new leads in three main ways: LinkedIn, blogs and at in-person networking. Therefore I knew I needed these tasks to be covered on a weekly, possibly, daily basis. 

At the beginning of the week, I outlined four blogs for my website, found at least one networking event a week and blocked out 15 minutes a day to find relevant marketing information and 15 minutes to spend on LinkedIn sharing content and connecting with others. It’s important to note here, I took time to dream up content that interests my audience, and to find networking events and LinkedIn groups that have my target audience in them. With these activities, it’s more than just completing, it’s actually putting in the effort. I can already tell I’m going to have to work in more ways to promote my blogs and provide more value through LinkedIn but those are problems to be solved next week.

The next piece of the puzzle was to figure out why not all of my warm leads convert into sales calls and proposals. I know that there’s something missing in my follow up/conversion stage. For this step, I had to look at my past leads that never ended up converting and analyze what went wrong. I went through several emails and notes about calls to break down the process. I realized I don’t a strong enough follow up process for either online or offline leads. 

To solve that problem, I’ve implemented a new CRM system and added two additional touch points and I’m in the midst of creating a new lead magnet and follow up email sequence to drive more email subscribers and book more consultations from my emails. I’m also reworking the entire way I present proposals. I’m curious as to how these activities will work moving forward and hopefully by the end of this month, I’ll have data on what’s working.

And that was how I spent my first week implementing my marketing plan! Looking back, it doesn’t look like too much but the amount of clarity I have is freeing. I know where my problems are and I know how to solve them. Moving forward, I have a really clear idea of what I need to be doing every single day and week, which I’m hoping will help me set a really consistent schedule.

My first learning lesson is that all of this is still really mental right now. It took a surprising amount of willpower to sit down and look at everything going on in my marketing and sales funnel. I pushed my business activities back to the end of the day a few days this week when really, I should be tackling it first thing in the morning. One day, I didn't work on my business at all so I've started doing accountability with one of my mastermind partners at the end of every day. My new mantra has become "If I don't spend time on my business, I will never be able to support my clients because I won't have a business!" Because honestly... it's the truth and not just for me, but for every business!



When a Marketer Fails

“What happened to your blog?”

This is a question I’ve heard three times in the past two weeks. The latest was from someone I couldn’t shrug off: my business coach.

“Well you know, I’ve been busy,” I said, letting my words trail off. She was silent. That excuse wasn’t going to fly.

I could give 10,000 reasons why I’ve stopped marketing my agency over the last six weeks. I’ve been busy, I was traveling, I’m getting leads though referrals and relationships, I had no idea if any of it was working anyway — you get the picture.

This is a common theme among entrepreneurs and small and mid-sized businesses. Marketing is a tough thing to keep consistent. Because what happens when marketing is consistent? You get clients and when you get clients, you might be too busy to actually market your business. Which is fine, until those client contracts end and then you are right back at square one.

At least, that’s the case with me.

You would think I would know better. I am a marketer. I love marketing. I read about it, write about it, study it, obsess over it and talk about it all freaking day. I live in marketing.

I realized that I had failed myself as a marketer. I had failed my business. But luckily, that's not the end of the story.

I wanted to use myself as an example as to why marketing is so important and, also, why it is so darn difficult. 

My coach and I had a long discussion about why I wasn’t marketing my business. We talked about how important client work is and how I needed to value that but how I was doing a disservice by not taking care of my own business. If I didn’t take care of my own business, I would never be able to take care of my clients. Who wants to work with someone who is so scattered because they are always frantically trying to sign their next client? No one. 

This is really the ongoing lesson for myself and so many business owners: you have to always be marketing yourself. You have to work ON your business just as much as you work IN your business. 

This isn’t always easy. I don’t see the time spent on my marketing translating into dollars like I do when I work on clients. I can’t always see what’s happening on the other side of the screen when I’m writing blogs, pitching articles or connecting with leads and referrals. I can’t always guarantee money is going to come in from those efforts. 

But I know that money can come from those efforts. I know that clients can and do find you when you put the work in. It’s my job to know this, to trust this, to improve my skills every day at this and it’s my job to show these results to clients. 

That’s why I decided to use my business as an example to what you can accomplish and buckle down with marketing.

After talking to my coach, I sat down and wrote myself a marketing plan. I broke down the stages I was in, wrote myself strategies and tactics, called my assistant and told her that we had work to do.

And I’m going to be sharing it all here because I thought the best way to hold myself accountable was to make myself into a client and prove my results every step of the way.

If you are a marketing nerd or if you want to improve your own marketing and take a look at how someone who specializes in handles hers, I’d love for you to follow along over the next few weeks.

We’ll start on Tuesday and every week I’ll post two updates. The blogs will share how I broke up my marketing, the actions I’m taking, the results I’m seeing and what types of changes I’m making over the next 60-90 days. 

My goal is that in the end, you get some ideas about how to understand what your marketing needs, what types of marketing you can do for your business, how to measure your results and just how effective marketing can be for your business.

Also, I hope this helps me stay consistent and accountable to one of my most important clients: my own business. 

Because in the words of Dwayne “The Rock” Johnson, “Success isn't always about greatness. It's about consistency. Consistent hard work leads to success. Greatness will come.”

Daily, Weekly & Monthly Digital Marketing Activities You Should Be Doing

One of my first mentors, my former boss, used to say “Marketing is not a silver bullet.” And over the years, I’ve come to learn that’s true. I almost always have to explain to people that really great marketing probably won’t happen overnight or in the first month of execution. It takes time to test, refine and truly find the right marketing strategy for you and your business. Marketing is an ongoing process. When you do it correctly, you will see a steady growth in followers, leads and clients. But the trick is managing your marketing and staying consistent with it, even when it’s not directly turning into leads.


For a small business owner or entrepreneur, this is not always easy. After all, there are about a million things we need to be doing every day. When cashflow is tight, it’s hard to focus on writing a blog every week. I get that but like it or not, if you want cash flow to stop getting tight and start getting consistent, you need to be marketing every single day.


If you have no clue what the heck you’re supposed to be doing marketing-wise, I’m breaking down the basic marketing activities you should be doing. This is not a complete list by any means. Every businesses marketing strategy is different so I can’t cover everything but if you are not executing on any of these things, then your leaving money on the table.



1. Review your goals. I suggest setting monthly marketing goals. You should be working towards something and it doesn’t necessarily have to be clients. It might be website traffic, email subscribers, booked consultations, social media followers, etc. You want something measurable. Look at your goals for the last month. Did you hit them? If yes, great! Look at what worked. If not, ask yourself why not? You can’t be afraid to look at your results. Great marketers know that most of marketing is all an experiment. It’s all about testing and tweaking until you get it right. You have to be able to look at what right and what didn’t and learn from it. See it as an opportunity.

2. Review your numbers. If you have a website or any digital platform, you should be monitoring your traffic and growth. After all, why else would you have these tools if you have no idea if they are working for you? The key is to look for trends in these numbers. Look at your biggest referrers to your website. What content was best performing this month? What days were best for your social media posts? 

3. Do a quick audit to ensure everything is still funneling and flowing. This is something I hear pushback on but honestly, it takes a couple of minutes and will give you major peace of mind. Audit your funnels. Are your emails still delivering correctly? What happens when someone signs up for a free consultation? Is everything still working right? Nine times out of ten, everything will be running smoothly. But glitches happen all of the time and your potential clients are not going to hang around to let you know that they’re clicking on a bad link. It’s up to you to check up on your funnels.

4. Set your goals. Now that you’re wrapped up on the previous month, it’s time to look forward. What are you going to tackle this month? And how are you going to tackle it? I’m a big fan of process-driven goals and breaking down what we want to accomplish into how we’re going to accomplish it. Identify what you are going to achieve this month and build out the plan around it. You want four clients? That’s fantastic so you are going to want to ensure your marketing is set around getting 4-12 consultations, depending on your close rate. So if you want 12 consultations, how many offers do you have to make, how many people need to sign up for your email list, how many people need to visit your website. This is why you need to check your numbers, know what works and understand why things do and do not work for your brand and your audience. Because you don’t want to be shooting into the dark. You wan to be building your plan based on data. 



  1. Check your numbers. This is one you might need to do, depending on the size of your business but I also suggest looking at your website analytics, email subscribers, social media followers just as a check in. Again, the more data you have and the more clear you are about what works and what doesn’t, the better your marketing will be.

  2. Scan for mentions of your business or brand. This is another thing that not everyone sees as helpful but I love doing it. Who engaged you this week? Who linked to your website? Who retweeted you? How are people engaging with your business and are you engaging back? If you don’t have time to connect with people every day, then you should definitely be trying to connect once a week. It’s all about getting in touch with your audience.

  3. Look for trends.  With this activity, it’s important to not go overboard and end up in comparison-itis hell. But looking around at what’s going on in your industry or your world can help you create relevant content and keep you on the cutting edge. What are people talking about? What is your competition talking about?
  4. Write content. Content is king online and you need to post regularly, whether you like it or not. Since no one really likes writing content, except content writers, I’ve found that for myself and most of my clients, its easier to write all your content in one big block. Batch your blogs, emails, articles, videos, etc. Write something to your audience every week. 
  5. Schedule your social media posts. This only applies if you choose to use social media for your marketing efforts. I love social but I’ve found it’s so much easier to schedule things out in advance. You can use a social media scheduling tool like Hootsuite, Buffer, SproutSocial or any of the other hundreds of tools out there.


  1. Check your accounts. Did anyone email you, message you or comment? This will take you 10 minutes every day, maximum. Do you have any leads or people asking for information? CHECK! 


That’s it. If you’re checking in throughout the month and the week, marketing doesn’t have to take up a ton of time in your day to day.

Now, what’s not written in your post is the execution of the tactics you identified when you set your goals every month. Obviously whatever you identified you need to do, you need to fit into your schedule for the month so there will always be a few more marketing-related activitiesIf you are running things like PPC ads or Facebook ads, then you will need to have more maintenance on those types of things as well. Again, everyone’s marketing activities will differ slightly but if you have a business and you want to attract customer’s online, you need to be doing these activities!

Hopefully this post doesn’t overwhelm you because it really shouldn’t. Marketing is not as complicated as so many people think it is. It’s really just about understanding your audience, knowing your data, measuring and - most importantly - executing. 


If you are reading this article and feeling like you have no idea how to even start with your marketing, I’ve got you! Schedule a free mini marketing planning session. In 30 minutes, you and I can talk through your marketing, what you need and how you can get started!

How Not To Cold Email Someone (And What You Should Do Instead)

Confession time: I am a marketer who supports cold emailing. 

Cold emailing and cold calling gets a bad rap. I’ve heard marketers and advertisers rant about how you should never, ever cold call or cold email. I am not one of those marketers. I do feel there is a time and place for cold calling and cold emailing. After all, if you don’t ask, you will never get the answer. When I first began my business, I cold called, cold messaged and cold emailed often. I had to. I was young, I didn’t have a lot of experience or a lot of contacts. I’m incredibly grateful for those lessons and to this day, I still encourage my consulting and coaching clients to do the same, if it’s a fit and if you do it correctly. 

This week, however, I got the worst cold email ever. It actually angered me. So much so that I’ve been thinking about it ever since and am now dedicating a blog post about it. However, I think this can be a good example and maybe just maybe, encourage you to cold email or cold message someone the right way.

Here’s the email that I received earlier this week in my coaching practice email account. (Names are hidden to protect the guilty) 

As you can see, he starts off introducing himself and letting me know how he found out about me. Perfect, for one sentence, this email is great.

Then he moves straight into “I have to be honest - I noticed that compared to your Yelp reviews and websites of your competition, your website doesn’t do your business justice.”

This is not a good way to make a connection. Because he’s assuming a lot of things in here. 

  1. He’s assuming I actually use Yelp as a tool. I do not. I created it because a business coach told me it would be a good idea when I first started coaching and honestly, it’s mostly been a headache for me ever since.
  2. How does he know what does my business justice? He doesn’t know anything about my business, nor does he communicate that he even tried to learn anything about my business. And is it just me, or is he kind of insulting my website?
  3. Then we move onto the third sentence and the third mistake. “Right now your website is being visited by 100s to 1000s of people, according to my Analytics tool - these are your potential customers, partners or employees.” Yes, I know my website is being visited because I check my own analytics, and yours are not good if you can only give me a rough estimate of 100s to 1000s of visitors. And how do you know the people visiting my website are not already reaching out to me? Again, he is making assumptions. He’s assuming that my website doesn’t convert. He’s assuming I don’t know or am unsure of my analytics. 
  4. He then gives me a sample of what he can do for me, which again is based on the assumption I am not happy with the current site I have.
  5. Then (and this may be the best part), he tells me he has capacity for one more project and I should snag it before he gets busy again. He’s trying to impress urgency upon me but he comes of sounding like a jackass. And he doesn’t take my schedule into consideration. I’m actually booked up myself. I don’t have time for a website rebrand and I’m not interested in one. If he only has a slot for one more project, why isn’t he talking about warmer leads? If he creates websites that convert, shouldn’t his website convert for him? Shouldn’t he be seeing conversions and not cold-emailing? 


The entire problem in this email is that there is no value in it for me. He hasn’t taken the time to learn anything about me or my business or my business’s needs. He reached out based on the fact that I don’t have any Yelp reviews but he neglected to do any other investigation on my business or what I need as a consumer. If he had, he would have joined my email list, followed me on a social site or commented on my blog. Maybe we would have learned that right now my coaching practice is booked up and that I don’t need any conversions right now. He might have learned that my website attracts email subscribers on a regular basis. He might have learned that at some point this year, I do wan to rebrand but I am not interested in a rebrand project right now.


The point is: he failed to try to understand his customer. Instead he tried to make me feel as if there’s something wrong with my website, I’m missing out on something and that I should feel lucky I could snag a spot with him before he’s booked up again. Maybe if I didn’t have a background in marketing and also own a marketing consultancy in addition to my coaching practice, this tactic might have worked. Or not. Who knows?


Customers want to feel like you care about them. They want to feel like you’re on their team, not to make money but to actually help them get the results they want. This guy doesn’t know what I want out of a website because he failed to ask. He didn’t take the time to even see if I was in his target market, if I even needed what he was selling or was even interested. 

And he could have. 


The internet is an incredible place because it allows us access to network and connect with thousands of people on a daily basis. It’s so easy for us to contact potential clients and to offer our services. It’s also really easy to learn about someone and figure out what they are looking for.

We leave traces of ourselves all over the internet every day, in the things we Tweet, the people we follow on Instagram, the comments we leave on Facebook, the articles we share on LinkedIn. If you are a service based business and, especially, if you sell high-end services, you have the ability to figure out what your potential clients want just by taking the time to learn more about them. Follow them on Twitter. See what they talk about. Look at what they are saying in LinkedIn groups. Read their blog. Try to understand their business first

That’s where a cold email or a cold call or a cold message should start. It should start with trying to make a connection, by offering value and by building trust. 

So if you do want to cold message, email or call someone, here’s what you should do instead:

  1. Research the person or business. Find out everything you can about them. Follow them for a few days or for a few weeks. Get a feel for who they are.
  2. If you feel like you have a good idea about the prospect and their needs, make a connection. When you do, let them know that you’ve seen them around. Compliment them on a blog post or say “I saw you ask a question on Twitter about marketing automation and wanted to lend support.” You want your prospect to feel like you know and understand what they need and not that you’re copy and pasting emails to different accounts.
  3. Offer value first before you try to sell. With this person who emailed me, I have zero reason to believe he can help me because all he’s done is tell me his services works and shown me a video and gave me some links. That’s not valuable to me. Value would have been a breakdown of what’s missing from my website with a PDF or guide with stats backing that up. Value is an ebook, a webinar, a training, a blog post; anything that helps your ideal customer solve a part of their problem. Let me see you put your money where your mouth is and show me you have a solution. At the end of the day, all clients really care about is solving their problems. They don’t care about you or your needs (sorry but they really don’t). They just want someone who can help them. 
  4. Don’t sell on the first cold email. Just connect. There’s this thing known as the Rule of 7 in the marketing world. It usually takes people 7 times of hearing/seeing/experiencing an advertiser’s message at least 7 times before they take action. It’s extremely rare for anyone to buy based off one cold email. But if you are able to provide something of value and demonstrate that you know and understand their business, they are going to be more likely to engage with you in the future, to follow you, to sign up for your emails or to connect with you, which sets you up to build a relationship and maybe, even the possibility to actually pitch them one day.


Now go forth and cold email til your heart’s content. Just remember, if you don’t pay attention to what the person on the other side of the email wants and needs, you may end up being the unintentional star of a blog post.