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In this Marketing Over Coffee:
Direct Link to File
Brought to you by our sponsors: Wix Studio and NetSuite
Since the last interview….
Remodeling the house
Changes in the market from analytics to AI
Working with the 5P Framework
Applying AI with a change management focus
10:26 – Wix Studio is the web platform that gives agencies and enterprises the end-to-end efficiency to design, develop and deliver exactly the way they want to!
The Trust Insights Ideal Customer Profiles (ICP)
It’s not enough to create the profile, the model needs to tell you what to do next
NetSuite is the number one cloud financial system, bringing accounting, financial management, inventory, HR, into ONE platform, and ONE source of truth.
Using the ICP to create an interactive model
Katie will have sessions at MAICON and Marketing Profs B2B
Using Google Keep for wrangling ideas
Smart Speakers in the home
Peloton and Strava updates
You Like it Darker by Stephen King
Gen AI Course Updates done: Special Discount on the newest Generative AI for Marketing Course! Hands on excercises to put AI to work for you! USE CODE MOC now!
Join John, Chris and Katie on threads, or on LinkedIn: Chris, John, and Katie
Sign up for the Marketing Over Coffee Newsletter to get early access!
Our theme song is Mellow G by Fonkmasters.
What follows is an AI-generated transcript. The transcript may contain errors and is not a substitute for listening to the episode.
Speaker 1 – 00:07
John Wall – 00:14
Katie Robbert – 00:34
John Wall – 00:47
Katie Robbert – 00:49
John Wall – 01:19
Katie Robbert – 01:45
John Wall – 02:02
Katie Robbert – 02:13
John Wall – 02:17
All right, so let’s get into the stuff, though. Well, I guess first we should talk about, just kind of what’s happened since we’ve talked last, because it has, it’s been over a year since I’ve just had you as a guest. We had you on the year end wrap up and stuff like that. But how’s everything going?
Katie Robbert – 03:31
I’ve been really lazily toying with the idea, sort of half starting, half not doing it, of writing a book about the five P’s. And I keep telling people about it, hoping that it’s going to, make me more accountable, but it’s not. I keep finding other things that need to get done before I write a book about the five P’s, which is interesting because I write about the framework all the time, but yet when I actually sit down to write a book about it, I’m like, “Oh goodness, I don’t know what I’m going to say. I have nothing to say about this topic.” And yet I could probably pull over 100 posts from the newsletter where I talk about it. So, yeah, mostly getting past that sort of mental barrier of book versus post. I’m sure people have thoughts on what that is and how to break through it, but that’s sort of where I’m at with it.
John Wall – 05:18
Katie Robbert – 06:27
Whereas with generative AI, people are freaking out because, “Well, it can do what I can do,” or at least that’s sort of like the perception. And so I’ve been working a lot with leadership teams to help them figure out, “Well, what are the problems you’re trying to solve? What are the internal processes in your company look like today? And where can we find thoughtful places to insert generative AI based on the problems you’re trying to solve?”
So one of the things that I see a lot is companies saying, “We need to start using generative AI or we need to have AI powered services” without a real consideration of is that really a problem that they have? So the clients I’ve been working with have been really digging into figuring out, “What is it that we want to do with our business?” So and so it could be, “I want to increase my profit margin from 17% to 23% so that I’m more attractive to investors,” or “I want to find efficiencies in how we do client work so that we can take on more clients.” Those are real solvable problems. Saying, “I want to use AI,” that’s just a statement. That’s not a problem that you’re solving. That’s just “I want something I want to do.” And so that’s the way that I’ve been working with clients, and it’s been really effective because sometimes AI isn’t the solution, and that’s a big thing for a lot of people. They’re like, “Well, wait a second. I thought AI could do this,” and it’s like, “Well, it might be able to, but that’s not what you need right now.”
To go back to your initial question of what’s different, I’ve been volunteering at an animal shelter for almost a year now, and I’ve also gotten to know the executive director of the shelter very well. And a lot of what she’s tasked with are things that need could use a lot of automation. Sometimes AI is the solution. And so she’ll come to me, she’ll email me or text me and say, “Hey, I saw this AI thing and I want to see if we can use it.” So I have to sort of reverse the conversation and say, “Well, what is the problem you’re trying to solve?” And so far, 90% of the problems she’s trying to solve, AI isn’t the solution. It’s just a different type of process development or some other technology that exists that would solve the problem. And so that’s what I’m doing is I’m working with leadership teams to really dig into the problems they’re trying to solve and then figuring out, “Is AI the solution?” And I feel like that is sort of going against the grain of what everybody else is doing because everybody’s pitching AI, everybody’s an AI expert. Okay, that’s great, but AI might not be the solution.
John Wall – 10:23
Okay, so another big part of this that I wanted to talk about, you’ve talked about, kind of digging in and applying at specific points and figuring out, even if AI is even right, never mind just showing up and waiting to do it. But you’ve been doing a lot of stuff with ideal customer profiles. Give us the latest on that.
Katie Robbert – 11:29
So I started playing around with the notion of building a large language model specifically to analyze your data, our data, your data, and say, “This is the ICP.” So this started with, we did this on the Trust Insights live stream a couple of months ago, and we said, “How do we build out the ideal customer profile?” And then Chris and I sort of went offline, going back and forth and saying, “Well, what if we had this data? What if we had this data?” And so that wasn’t building the model, that was just sort of seeing, “Is it possible to get to answer?” And we’re able to get to one.
And I feel like it was really a really good start, because then I could sort of segment out our ICP into the individual job roles and figure out, “What are their pain points, what keeps them up at night? How do they make decisions?” So then what I wanted to do was take it a step further and automate it, scale it, make it a repeatable process.
So Chris and I had sort of talked about, “What is the minimal amount of data somebody would need to give to us in order for this to work?” And so we’re able to come up with a very short list of data points that somebody would provide to us, and we would supplement the rest of it on our side. I don’t want to give away everything that we do. Where I’m at with it now is I’ve been beta testing it with some of our closer partners, people who already know who their ideal customer profile is because I wanted to test it against what was already known. So you sort of have the control in the experiment. Theirs is the control, ours is the experiment. And what I’ve been able to find out is the system that we built has really good alignment with what people already think of as their ideal customer profile.
What ours does is it digs deeper into pain points, strategies, action. So it tells you the basics, the demographics, the firmographics, that kind of stuff, which that’s not the hard part. The hard part is, “What do I do with this information?” So our differentiator is that you also are going to get a very specific action plan based on the services that you offer. So I’m actually. I’m really excited about it. Something I feel like I could talk about for a long time, and I feel like I already have been.
John Wall – 14:33
Katie Robbert – 14:54
One of the things that I try to capture right up front is “What is your purpose for using an ideal customer profile?” And so the beta tester that I was working with, her purpose was to reach more of her prospects on LinkedIn and also to have sort of like a blueprint to work with an outside sales company. So basically, like a company that would set up meetings to get people in the pipeline, but they need to know who they’re looking for, they need to know what they’re doing. And so her existing ICP was really good, but it was for when people were already in the pipeline. It’s “Here’s how to close these deals.” She was missing that upfront part of “Here’s how to find these people in the first place.” I was able to take that data, put together an action plan, and said, “Here’s how you find these people. Now you can hand this over to someone else and they can go find them for you.”
John Wall – 16:39
Katie Robbert – 17:10
Or we can build you, we can sort of have a done-for-you service where we can build your ICP based on this criteria that you can then interact with and chat with. And so we did that with our ideal customer profile data. We built a custom large language model called the Trust Insights Ideal customer profile. And just about everything I do or write that’s going to go public to our audience, to our subscribers. I’ll run it past our large language model ICP first and say, “Will this resonate with our ICP? What have I missed? What can I add to make it even more aligned with what our ICP wants or with addressing the pain points or whatever the thing is that I’m doing?” And it always says, “Well, you could do this or you could do this,” or “It’s really closely aligned to address the following things.”
And I’m like, “Okay, great. I know our ICP inside and out, but I always like to have that gut check because things move so quickly that it’s easy to miss something or maybe there’s something I haven’t thought of. And so I really want to build this for people who both know their ICP, but also for those who aren’t sure, it’s going to be valuable for both sets of people.
John Wall – 19:14
So having that ICP where you can say, “Hey, read this like you’re the person in this ICP.” And to get some feedback like that, it’s, yeah, I found that to be really useful. And I hate to say it kind of always is. Like, “Buddy, you’re going way too fast. You need to slow this down.” Because it’s, you’re just kind of throwing off more stuff than anybody even cares about. Like, we get excited about this stuff, too, because we’re with it all the time. Whereas, the prospect has 50 million other things. You have to kind of bring them up to speed before they get into it and running.
Katie Robbert – 20:08
John Wall – 20:53
Katie Robbert – 21:14
And then Profs B two B is going to be a similar talk. It’s actually a riff on a talk I gave at Social Media Marketing World earlier this year, which really focuses on the five P framework, which are: purpose, people, process, platform, and performance, and making sure that you’re prepping your team for your readiness for AI. So they’re very similar. Just for me, I always focus on the people first.
John Wall – 22:25
Katie Robbert – 22:32
And I find that I get inspired or I get ideas at the least opportune times, which is when I’m riding my bike or when I’m volunteering at the shelter and have no equipment near me. But if I have my phone, I can ask it to take a voice note and it goes right into Google Keep. So what I have now is about a few dozen files in Google Keep that I can then copy and paste into ChatGPT because there is a ChatGPT model and start iterating with it and say, “Help me make sense of this.” And so I actually built out my Macon talk with just a running string of notes in Google Keep. And now I’ve put it into ChatGPT and it built the outline for my talk. I’m actually really happy with it because it’s not something I would have put together necessarily, but because it’s my notes and the GPT is built off of my writing and my thinking. It is actually something I would have put together. I just couldn’t get my brain to think about it that way. So I’m really liking Google Keep for just string of thought that I have at any given time.
John Wall – 24:21
Okay, so we got, like, doesn’t have to be lightning round, but there’s a bunch of stuff that I, would always run by you first one, of course, is you jumped on the smart speaker thing. We’re always audio freaks here and interested in what’s going on with music. So how has that experiment gone and what’s going on there?
Katie Robbert – 24:52
John Wall – 25:37
The only one out there is smart lights. I haven’t found much other stuff that works, but if you have lights that you can turn on, and off via the smart speaker. That’s pretty cool. That’s good to run with.
Of course, Peloton and Strava. That’s always the go-to for all of us who always need motivation and a reminder to keep going. How’s all that going?
Katie Robbert – 26:24
But, yeah, so I’ve actually, the smart home’s been really great for that because there’s some really good playlists that people have built that have, like, a certain beats per minute. And if you’re doing, like, a speed class, I’m someone who always has to ride to the beat, so it, like, sort of helps you keep pace versus the instructor saying, “Okay, so this one is 60 beats per minute, but I want you to ride 90 beats per minute.” It’s like, “Well, then why wouldn’t you just give me a song that has the correct beats per minute so I don’t have to, like, fight against the beat?” So, long story longer, Peloton’s been great. I’m still riding it. I’m still riding it with my bestie, Jenny Dietrich. She still kicks my butt on the bike every day.
John Wall – 27:58
Katie Robbert – 28:18
John Wall – 28:34
Katie Robbert – 28:35
John Wall – 29:33
Katie Robbert – 29:45
John Wall – 29:45
Katie Robbert – 29:55
John Wall – 30:03
Katie Robbert – 30:08
John Wall – 30:41
Katie Robbert – 30:46
John Wall – 31:10
Speaker 1 – 31:22
The post Katie Robbert on Ideal Customer Profiles, The 5Ps, and more! appeared first on Marketing Over Coffee Marketing Podcast.
By John Wall and Christopher Penn4.5
245245 ratings
In this Marketing Over Coffee:
Direct Link to File
Brought to you by our sponsors: Wix Studio and NetSuite
Since the last interview….
Remodeling the house
Changes in the market from analytics to AI
Working with the 5P Framework
Applying AI with a change management focus
10:26 – Wix Studio is the web platform that gives agencies and enterprises the end-to-end efficiency to design, develop and deliver exactly the way they want to!
The Trust Insights Ideal Customer Profiles (ICP)
It’s not enough to create the profile, the model needs to tell you what to do next
NetSuite is the number one cloud financial system, bringing accounting, financial management, inventory, HR, into ONE platform, and ONE source of truth.
Using the ICP to create an interactive model
Katie will have sessions at MAICON and Marketing Profs B2B
Using Google Keep for wrangling ideas
Smart Speakers in the home
Peloton and Strava updates
You Like it Darker by Stephen King
Gen AI Course Updates done: Special Discount on the newest Generative AI for Marketing Course! Hands on excercises to put AI to work for you! USE CODE MOC now!
Join John, Chris and Katie on threads, or on LinkedIn: Chris, John, and Katie
Sign up for the Marketing Over Coffee Newsletter to get early access!
Our theme song is Mellow G by Fonkmasters.
What follows is an AI-generated transcript. The transcript may contain errors and is not a substitute for listening to the episode.
Speaker 1 – 00:07
John Wall – 00:14
Katie Robbert – 00:34
John Wall – 00:47
Katie Robbert – 00:49
John Wall – 01:19
Katie Robbert – 01:45
John Wall – 02:02
Katie Robbert – 02:13
John Wall – 02:17
All right, so let’s get into the stuff, though. Well, I guess first we should talk about, just kind of what’s happened since we’ve talked last, because it has, it’s been over a year since I’ve just had you as a guest. We had you on the year end wrap up and stuff like that. But how’s everything going?
Katie Robbert – 03:31
I’ve been really lazily toying with the idea, sort of half starting, half not doing it, of writing a book about the five P’s. And I keep telling people about it, hoping that it’s going to, make me more accountable, but it’s not. I keep finding other things that need to get done before I write a book about the five P’s, which is interesting because I write about the framework all the time, but yet when I actually sit down to write a book about it, I’m like, “Oh goodness, I don’t know what I’m going to say. I have nothing to say about this topic.” And yet I could probably pull over 100 posts from the newsletter where I talk about it. So, yeah, mostly getting past that sort of mental barrier of book versus post. I’m sure people have thoughts on what that is and how to break through it, but that’s sort of where I’m at with it.
John Wall – 05:18
Katie Robbert – 06:27
Whereas with generative AI, people are freaking out because, “Well, it can do what I can do,” or at least that’s sort of like the perception. And so I’ve been working a lot with leadership teams to help them figure out, “Well, what are the problems you’re trying to solve? What are the internal processes in your company look like today? And where can we find thoughtful places to insert generative AI based on the problems you’re trying to solve?”
So one of the things that I see a lot is companies saying, “We need to start using generative AI or we need to have AI powered services” without a real consideration of is that really a problem that they have? So the clients I’ve been working with have been really digging into figuring out, “What is it that we want to do with our business?” So and so it could be, “I want to increase my profit margin from 17% to 23% so that I’m more attractive to investors,” or “I want to find efficiencies in how we do client work so that we can take on more clients.” Those are real solvable problems. Saying, “I want to use AI,” that’s just a statement. That’s not a problem that you’re solving. That’s just “I want something I want to do.” And so that’s the way that I’ve been working with clients, and it’s been really effective because sometimes AI isn’t the solution, and that’s a big thing for a lot of people. They’re like, “Well, wait a second. I thought AI could do this,” and it’s like, “Well, it might be able to, but that’s not what you need right now.”
To go back to your initial question of what’s different, I’ve been volunteering at an animal shelter for almost a year now, and I’ve also gotten to know the executive director of the shelter very well. And a lot of what she’s tasked with are things that need could use a lot of automation. Sometimes AI is the solution. And so she’ll come to me, she’ll email me or text me and say, “Hey, I saw this AI thing and I want to see if we can use it.” So I have to sort of reverse the conversation and say, “Well, what is the problem you’re trying to solve?” And so far, 90% of the problems she’s trying to solve, AI isn’t the solution. It’s just a different type of process development or some other technology that exists that would solve the problem. And so that’s what I’m doing is I’m working with leadership teams to really dig into the problems they’re trying to solve and then figuring out, “Is AI the solution?” And I feel like that is sort of going against the grain of what everybody else is doing because everybody’s pitching AI, everybody’s an AI expert. Okay, that’s great, but AI might not be the solution.
John Wall – 10:23
Okay, so another big part of this that I wanted to talk about, you’ve talked about, kind of digging in and applying at specific points and figuring out, even if AI is even right, never mind just showing up and waiting to do it. But you’ve been doing a lot of stuff with ideal customer profiles. Give us the latest on that.
Katie Robbert – 11:29
So I started playing around with the notion of building a large language model specifically to analyze your data, our data, your data, and say, “This is the ICP.” So this started with, we did this on the Trust Insights live stream a couple of months ago, and we said, “How do we build out the ideal customer profile?” And then Chris and I sort of went offline, going back and forth and saying, “Well, what if we had this data? What if we had this data?” And so that wasn’t building the model, that was just sort of seeing, “Is it possible to get to answer?” And we’re able to get to one.
And I feel like it was really a really good start, because then I could sort of segment out our ICP into the individual job roles and figure out, “What are their pain points, what keeps them up at night? How do they make decisions?” So then what I wanted to do was take it a step further and automate it, scale it, make it a repeatable process.
So Chris and I had sort of talked about, “What is the minimal amount of data somebody would need to give to us in order for this to work?” And so we’re able to come up with a very short list of data points that somebody would provide to us, and we would supplement the rest of it on our side. I don’t want to give away everything that we do. Where I’m at with it now is I’ve been beta testing it with some of our closer partners, people who already know who their ideal customer profile is because I wanted to test it against what was already known. So you sort of have the control in the experiment. Theirs is the control, ours is the experiment. And what I’ve been able to find out is the system that we built has really good alignment with what people already think of as their ideal customer profile.
What ours does is it digs deeper into pain points, strategies, action. So it tells you the basics, the demographics, the firmographics, that kind of stuff, which that’s not the hard part. The hard part is, “What do I do with this information?” So our differentiator is that you also are going to get a very specific action plan based on the services that you offer. So I’m actually. I’m really excited about it. Something I feel like I could talk about for a long time, and I feel like I already have been.
John Wall – 14:33
Katie Robbert – 14:54
One of the things that I try to capture right up front is “What is your purpose for using an ideal customer profile?” And so the beta tester that I was working with, her purpose was to reach more of her prospects on LinkedIn and also to have sort of like a blueprint to work with an outside sales company. So basically, like a company that would set up meetings to get people in the pipeline, but they need to know who they’re looking for, they need to know what they’re doing. And so her existing ICP was really good, but it was for when people were already in the pipeline. It’s “Here’s how to close these deals.” She was missing that upfront part of “Here’s how to find these people in the first place.” I was able to take that data, put together an action plan, and said, “Here’s how you find these people. Now you can hand this over to someone else and they can go find them for you.”
John Wall – 16:39
Katie Robbert – 17:10
Or we can build you, we can sort of have a done-for-you service where we can build your ICP based on this criteria that you can then interact with and chat with. And so we did that with our ideal customer profile data. We built a custom large language model called the Trust Insights Ideal customer profile. And just about everything I do or write that’s going to go public to our audience, to our subscribers. I’ll run it past our large language model ICP first and say, “Will this resonate with our ICP? What have I missed? What can I add to make it even more aligned with what our ICP wants or with addressing the pain points or whatever the thing is that I’m doing?” And it always says, “Well, you could do this or you could do this,” or “It’s really closely aligned to address the following things.”
And I’m like, “Okay, great. I know our ICP inside and out, but I always like to have that gut check because things move so quickly that it’s easy to miss something or maybe there’s something I haven’t thought of. And so I really want to build this for people who both know their ICP, but also for those who aren’t sure, it’s going to be valuable for both sets of people.
John Wall – 19:14
So having that ICP where you can say, “Hey, read this like you’re the person in this ICP.” And to get some feedback like that, it’s, yeah, I found that to be really useful. And I hate to say it kind of always is. Like, “Buddy, you’re going way too fast. You need to slow this down.” Because it’s, you’re just kind of throwing off more stuff than anybody even cares about. Like, we get excited about this stuff, too, because we’re with it all the time. Whereas, the prospect has 50 million other things. You have to kind of bring them up to speed before they get into it and running.
Katie Robbert – 20:08
John Wall – 20:53
Katie Robbert – 21:14
And then Profs B two B is going to be a similar talk. It’s actually a riff on a talk I gave at Social Media Marketing World earlier this year, which really focuses on the five P framework, which are: purpose, people, process, platform, and performance, and making sure that you’re prepping your team for your readiness for AI. So they’re very similar. Just for me, I always focus on the people first.
John Wall – 22:25
Katie Robbert – 22:32
And I find that I get inspired or I get ideas at the least opportune times, which is when I’m riding my bike or when I’m volunteering at the shelter and have no equipment near me. But if I have my phone, I can ask it to take a voice note and it goes right into Google Keep. So what I have now is about a few dozen files in Google Keep that I can then copy and paste into ChatGPT because there is a ChatGPT model and start iterating with it and say, “Help me make sense of this.” And so I actually built out my Macon talk with just a running string of notes in Google Keep. And now I’ve put it into ChatGPT and it built the outline for my talk. I’m actually really happy with it because it’s not something I would have put together necessarily, but because it’s my notes and the GPT is built off of my writing and my thinking. It is actually something I would have put together. I just couldn’t get my brain to think about it that way. So I’m really liking Google Keep for just string of thought that I have at any given time.
John Wall – 24:21
Okay, so we got, like, doesn’t have to be lightning round, but there’s a bunch of stuff that I, would always run by you first one, of course, is you jumped on the smart speaker thing. We’re always audio freaks here and interested in what’s going on with music. So how has that experiment gone and what’s going on there?
Katie Robbert – 24:52
John Wall – 25:37
The only one out there is smart lights. I haven’t found much other stuff that works, but if you have lights that you can turn on, and off via the smart speaker. That’s pretty cool. That’s good to run with.
Of course, Peloton and Strava. That’s always the go-to for all of us who always need motivation and a reminder to keep going. How’s all that going?
Katie Robbert – 26:24
But, yeah, so I’ve actually, the smart home’s been really great for that because there’s some really good playlists that people have built that have, like, a certain beats per minute. And if you’re doing, like, a speed class, I’m someone who always has to ride to the beat, so it, like, sort of helps you keep pace versus the instructor saying, “Okay, so this one is 60 beats per minute, but I want you to ride 90 beats per minute.” It’s like, “Well, then why wouldn’t you just give me a song that has the correct beats per minute so I don’t have to, like, fight against the beat?” So, long story longer, Peloton’s been great. I’m still riding it. I’m still riding it with my bestie, Jenny Dietrich. She still kicks my butt on the bike every day.
John Wall – 27:58
Katie Robbert – 28:18
John Wall – 28:34
Katie Robbert – 28:35
John Wall – 29:33
Katie Robbert – 29:45
John Wall – 29:45
Katie Robbert – 29:55
John Wall – 30:03
Katie Robbert – 30:08
John Wall – 30:41
Katie Robbert – 30:46
John Wall – 31:10
Speaker 1 – 31:22
The post Katie Robbert on Ideal Customer Profiles, The 5Ps, and more! appeared first on Marketing Over Coffee Marketing Podcast.

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