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What Marketers Need to Know About Web 3.0

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What Marketers Need to Know About Web 3.0

Whether you realize it or not, you’re familiar with Web 2.0 already.

You navigated to our website, clicked on this article, and you’re now reading it. Consider yourself a Web 2.0 aficionado. 

Web 2.0 is the web you’ve grown to know over the past 15-ish years. It’s the web that marketers have learned to use to help customers in need, social media exists…and the reason data privacy is a regular conversation in Congress these days.

Web 3.0 is the next version of the web. 

It seems overwhelming because it involves a lot of new worlds that you’re not familiar with, like cryptocurrency and blockchains. But, you don’t need to understand every detail of crypto or blockchains to know what Web 3.0 is.

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You don’t understand exactly how the current web (Web 2.0) works, do you? Nope. Yet you’re navigating it with ease, marketing, buying products, and connecting with your network daily.

Let’s go over what you need to know about Web 3.0 to understand where you fit into it with your digital marketing expertise. 

What is Web 3.0?

Web 3.0 is an updated version of the current web. Just like you create a beta product, turn it into an official product, and optimize and improve that product as time goes on—the web follows the same process.

What Marketers Need to Know About Web 30

We’ve used 3 versions of the web, Web 1.0, Web 2.0 (your current web experience), and Web 3.0. 

Web 1.0 (1991-2004)

Web 1.0 was a simple time. There was no such thing as a login button, commenting, or sharing. Every page was static, which means it was the digital version of a newspaper. You could read it all you wanted, but there wasn’t anything else to do on that page.

For almost a decade, you didn’t have anything to distract you from the content you were reading. This will go down in history as the “quietest” time on the internet. People using the Internet weren’t looked at as consumers of ad campaigns the way they are now.

They were simply consumers of the information on the websites they visited. And those websites were complicated, hard to navigate, and slightly overwhelming to our Web 2.0 adjusted eyes. Here’s what CNN’s website looked like in 2000:

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Then Google ads launched (that same year). This would mark the Internet’s shift from people using the Internet as an informational product to becoming the product themselves.

Web 2.0 (2004-Present)

Web 2.0 is almost old enough to drink in the U.S., where the legal age is 21. It’s been with us for some time now and has become the web experience we’re used to. We’ve forgotten about the Web 1.0 days, including the plethora of blue hyperlinks and lack of ads and data collection.

In Web 1.0, people used the web to get information from its pages. Today, the web uses its pages to get information from people.

  • What product are you shopping for, and how likely are you to buy in the next few days?
  • Did you forget something in your cart?
  • Here’s a discount code to help you finally click the buy button.

This data collection has become the backbone of digital marketing. We use Google and social media ad platforms to target our ideal customers—down to the detail. Before data regulations and privacy concerns started catching momentum, marketers had a seemingly endless stream of information about their customers thanks to these ad platforms. 

This is the defining factor of Web 2.0: Companies collect user data and sell it to advertisers. 

And it’s led to a lack of privacy for users. Even as laws are enacted to attempt to salvage consumer data, navigating which cookies you want enabled, GDPR, and how to stop the spam emails bombarding your inbox isn’t entirely clear.

We don’t even know what web experience other people are having. Every newsfeed is personalized to that user’s interests, showing differing content even if we follow the exact same people. 

As Web 2.0 has matured, so have web users. More people realize they don’t want to be the product, especially if they’re not getting paid for their contribution to mega-companies profits.

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And that’s led to the rise of Web 3.0, a web where we’re the owners of our content.


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Web 3.0 (Present)

Web 3.0 is considered the next evolution of the Internet. It’s built on blockchain technology because the major sticking point of Web 3.0 is that it’s decentralized.

Blockchain technology is a well-kept record of public transactions. This differs from the transactions you’re used to (that aren’t on the blockchain). These transactions are maintained across several computers in a network and are accessible by anybody interested. People like blockchain technology because it’s less susceptible to hacking and public transactions create transparency that hasn’t been available before.

They also love it because it’s decentralized. Instead of having one company or person in charge (centralized), blockchains create a decentralized web experience. For example, Mark Zuckerberg has control over what Facebook does (and, of course, has lots of help and insight from his team). As users of Facebook, we didn’t get to vote on the company’s recent name change to Meta because we don’t own the company. 

We’re users of Facebook and we ride the wave wherever the platform chooses to go…and take our content.

In Web 3.0, the idea is to give the web back to the user. There are two main ways this is done:

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  1. Instead of having a centralized leader, Web 3.0 is run by decentralized autonomous organizations, DAOs, where the people with the most tokens in that organization get to vote on how the company changes. Without a controlling authority, it can’t be shut down, and content essentially can’t be censored (which is also an argument against Web 3.0).
  2. Our digital identities don’t become tied to our real identities, which is how Web 2.0 is set up. When you look at a product on a Shopify ecommerce store, that product pops up in your Facebook newsfeed and YouTube ads. In Web 3.0, you can view pages, products, and make purchases without it becoming a part of your feeds and online experience.

Just like Web 2.0 started once Google Ads got momentum, Web 3.0 got its momentum as blockchains and cryptocurrency become popular with more people. And as marketers, we have a golden rule: advertise where the attention is.

How to Market in Web 3.0

How to Market in Web 3.0

We have some relieving news: marketing in Web 3.0 is the same as marketing in Web 2.0. The marketing foundations can’t change because the platform changed. You use the same copy strategies in newspapers as you use on Facebook ads. The only difference is the platform (and some updated imagery).

Take a look at this 1978 gin ad with the cheeky copy, “You’ll enjoy this Christmas tree even more after you take it down.”

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Image from Marketing Brew

It’s not much different than Bombay Sapphire’s Instagram post with the caption, “Guaranteed not to be re-gifted.” The only two differences are the updated, clearer photograph and the platform (in-person versus Instagram).

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See how the same rules of marketing applied BEFORE Web 1.0 and in Web 2.0? Marketing in Web 3.0 will follow the same marketing foundations, with one additional step. 

Step #1: Who’s Your Customer Avatar

The first step in marketing any product on every version of the web is knowing who your customer avatar is. Without this step, you can’t write copy, create the right messaging that sells your product, or know WHO to market it to.

The Customer Avatar Worksheet shows you who your customer is, on a deeper level than where they live and how old they are. Using the Customer Avatar Worksheet, you’ll figure out:

  • What your customer avatar’s goals are related to (and not related to) your products: Do they want to spend more time with their family, and your productivity platform helps them get back 1 hour per day?)
  • The values your customer avatar has for their career and life: Do they value the environment and reducing their fossil fuel emissions and your e-bike helps them stay aligned with that value?
  • The challenges they have creating friction and pain: Is finding a dropshipping company to sell their merch through costing them hundreds of dollars in samples and your product connects them with vetted merchandise dropshipping factories?
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You’ll also figure out what books and blogs they’re reading, who they look up to in their industry, and where they spend their offline time networking with like-minded people. This makes your content (and brand) relate to them in a way that a company that hasn’t done this work can’t possibly.

Step #2: What After State Does Your Product Create For Them?

The After State your product creates for your customer avatar is their end goal. It’s the light at the end of the tunnel they’ve been yearning for, and your product gets them. We break this up into the Before State (what are they experiencing now?) and the After State (what do they want to experience from relieving their pain points and challenges?).

The Before and After Grid asks 5 questions per “state”:

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  • What does your customer avatar HAVE in the “Before” state? What does your customer avatar HAVE in the “After” state?
  • How does your customer avatar FEEL in the “Before” state? How does your customer avatar FEEL in the “After” state?
  • What is an AVERAGE DAY like for your customer avatar in the “Before” state? What is an AVERAGE DAY like for your customer avatar in the “After” state?
  • What is your customer avatar’s STATUS in the “Before” state? What is your customer avatar’s STATUS in the “After” state?
  • What is an EVIL plaguing your customer avatar in the “Before” state? How does your customer avatar conquer it and bring more GOOD to the world in the “After” state?
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Between your Customer Avatar Worksheet and your Before and After Grid—you have the exact messaging you need to market your products and services to your customer avatars. Your copy is practically written for you already, and now it’s all about overcoming their hesitations and making sure they’re 100% clear about the product/service.

Step #3: What Do They Need to Know About the Product in Web 3.0?

If you’re not marketing on Web 3, you’re still answering a similar question. If you’re selling a coaching program, your prospects need to know what to expect inside the program. The same applies to Web 3.0. Your customers need to know what to expect from the product, and in terms of Web 3.0—what benefits they get from choosing this web experience. 

This is why filling out the Customer Avatar Worksheet and Before and After Grid is so important. If your customer avatar is tired of Facebook selling their data and stalking their every move across the Internet, you have your selling point as to why this customer wants to buy your product/service and experience it on Web 3.0 versus Web 2.0

Before State: Has anger towards their newsfeed showing them products they searched on another platform and feels like their every move is tracked by massive corporations. 

After State: Has the freedom to navigate the web without centralized corporations collecting and selling their information and feels free in their Internet experience.

Or, if your customer avatar wants to move off of platforms that have centralized authority (like Google, Facebook, TikTok, Twitter, etc.) and towards platforms that are decentralized and give their users ownership over their content—that’s the messaging in your marketing.

Before State: Has a negative bias towards centralized authority on platforms deleting content for violating terms and conditions without being clear about why and feels like their platform isn’t a reliable place to grow an audience anymore.

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After State: Has removed the worry of a platform accidentally deleting their content or profile despite not posting content that violates terms and feels safe growing their audience on a platform they can take with them throughout Web 3.0.

Welcome to Web 3.0

Welcome to Web 3.0

Web 3.0 isn’t as overwhelming as it may have seemed. If you’re ever feeling like it’s going above your head—remember that you don’t need to understand every detail of cryptocurrencies, blockchains, and decentralization to use these platforms. You need to know the idea, not every detail of the complex systems that manifest them into reality.

You’ve used the same mindset in Web 2.0. You don’t need to know how the Internet cables connected around the world are transmitting the world wide web from New York City to Tokyo. You just need to know the basics to understand what the web is and how to use it.

As Web 3.0 becomes a bigger part of the Internet experience, marketers need one reminder: marketing on Web 3.0 follows the same rules of marketing in newspapers to billboards to websites:

  • Know your customer avatar.
  • Figure out the After State to write compelling messaging.
  • Remove their hesitations by explaining exactly what the product is (ex. what Web 3.0 benefits they’re getting from it).

Isn’t it nice to have a skill set that transfers through the different variations of the web?


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5 Psychological Tactics to Write Better Emails

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5 Psychological Tactics to Write Better Emails

Welcome to Creator Columns, where we bring expert HubSpot Creator voices to the Blogs that inspire and help you grow better.

I’ve tested 100s of psychological tactics on my email subscribers. In this blog, I reveal the five tactics that actually work.

You’ll learn about the email tactic that got one marketer a job at the White House.

You’ll learn how I doubled my 5 star reviews with one email, and why one strange email from Barack Obama broke all records for donations.

→ Download Now: The Beginner's Guide to Email Marketing [Free Ebook]

5 Psychological Tactics to Write Better Emails

Imagine writing an email that’s so effective it lands you a job at the White House.

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Well, that’s what happened to Maya Shankar, a PhD cognitive neuroscientist. In 2014, the Department of Veterans Affairs asked her to help increase signups in their veteran benefit scheme.

Maya had a plan. She was well aware of a cognitive bias that affects us all—the endowment effect. This bias suggests that people value items higher if they own them. So, she changed the subject line in the Veterans’ enrollment email.

Previously it read:

  • Veterans, you’re eligible for the benefit program. Sign up today.

She tweaked one word, changing it to:

  • Veterans, you’ve earned the benefits program. Sign up today.

This tiny tweak had a big impact. The amount of veterans enrolling in the program went up by 9%. And Maya landed a job working at the White House

Boost participation email graphic

Inspired by these psychological tweaks to emails, I started to run my own tests.

Alongside my podcast Nudge, I’ve run 100s of email tests on my 1,000s of newsletter subscribers.

Here are the five best tactics I’ve uncovered.

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1. Show readers what they’re missing.

Nobel prize winning behavioral scientists Daniel Kahneman and Amos Tversky uncovered a principle called loss aversion.

Loss aversion means that losses feel more painful than equivalent gains. In real-world terms, losing $10 feels worse than how gaining $10 feels good. And I wondered if this simple nudge could help increase the number of my podcast listeners.

For my test, I tweaked the subject line of the email announcing an episode. The control read:

“Listen to this one”

In the loss aversion variant it read:

“Don’t miss this one”

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It is very subtle loss aversion. Rather than asking someone to listen, I’m saying they shouldn’t miss out. And it worked. It increased the open rate by 13.3% and the click rate by 12.5%. Plus, it was a small change that cost me nothing at all.

Growth mindset email analytics

2. People follow the crowd.

In general, humans like to follow the masses. When picking a dish, we’ll often opt for the most popular. When choosing a movie to watch, we tend to pick the box office hit. It’s a well-known psychological bias called social proof.

I’ve always wondered if it works for emails. So, I set up an A/B experiment with two subject lines. Both promoted my show, but one contained social proof.

The control read: New Nudge: Why Brands Should Flaunt Their Flaws

The social proof variant read: New Nudge: Why Brands Should Flaunt Their Flaws (100,000 Downloads)

I hoped that by highlighting the episode’s high number of downloads, I’d encourage more people to listen. Fortunately, it worked.

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The open rate went from 22% to 28% for the social proof version, and the click rate, (the number of people actually listening to the episode), doubled.

3. Praise loyal subscribers.

The consistency principle suggests that people are likely to stick to behaviours they’ve previously taken. A retired taxi driver won’t swap his car for a bike. A hairdresser won’t change to a cheap shampoo. We like to stay consistent with our past behaviors.

I decided to test this in an email.

For my test, I attempted to encourage my subscribers to leave a review for my podcast. I sent emails to 400 subscribers who had been following the show for a year.

The control read: “Could you leave a review for Nudge?”

The consistency variant read: “You’ve been following Nudge for 12 months, could you leave a review?”

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My hypothesis was simple. If I remind people that they’ve consistently supported the show they’ll be more likely to leave a review.

It worked.

The open rate on the consistency version of the email was 7% higher.

But more importantly, the click rate, (the number of people who actually left a review), was almost 2x higher for the consistency version. Merely telling people they’d been a fan for a while doubled my reviews.

4. Showcase scarcity.

We prefer scarce resources. Taylor Swift gigs sell out in seconds not just because she’s popular, but because her tickets are hard to come by.

Swifties aren’t the first to experience this. Back in 1975, three researchers proved how powerful scarcity is. For the study, the researchers occupied a cafe. On alternating weeks they’d make one small change in the cafe.

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On some weeks they’d ensure the cookie jar was full.

On other weeks they’d ensure the cookie jar only contained two cookies (never more or less).

In other words, sometimes the cookies looked abundantly available. Sometimes they looked like they were almost out.

This changed behaviour. Customers who saw the two cookie jar bought 43% more cookies than those who saw the full jar.

It sounds too good to be true, so I tested it for myself.

I sent an email to 260 subscribers offering free access to my Science of Marketing course for one day only.

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In the control, the subject line read: “Free access to the Science of Marketing course”

For the scarcity variant it read: “Only Today: Get free access to the Science of Marketing Course | Only one enrol per person.”

130 people received the first email, 130 received the second. And the result was almost as good as the cookie finding. The scarcity version had a 15.1% higher open rate.

Email A/B test results

5. Spark curiosity.

All of the email tips I’ve shared have only been tested on my relatively small audience. So, I thought I’d end with a tip that was tested on the masses.

Back in 2012, Barack Obama and his campaign team sent hundreds of emails to raise funds for his campaign.

Of the $690 million he raised, most came from direct email appeals. But there was one email, according to ABC news, that was far more effective than the rest. And it was an odd one.

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The email that drew in the most cash, had a strange subject line. It simply said “Hey.”

The actual email asked the reader to donate, sharing all the expected reasons, but the subject line was different.

It sparked curiosity, it got people wondering, is Obama saying Hey just to me?

Readers were curious and couldn’t help but open the email. According to ABC it was “the most effective pitch of all.”

Because more people opened, it raised more money than any other email. The bias Obama used here is the curiosity gap. We’re more likely to act on something when our curiosity is piqued.

Email example

Loss aversion, social proof, consistency, scarcity and curiosity—all these nudges have helped me improve my emails. And I reckon they’ll work for you.

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It’s not guaranteed of course. Many might fail. But running some simple a/b tests for your emails is cost free, so why not try it out?

This blog is part of Phill Agnew’s Marketing Cheat Sheet series where he reveals the scientifically proven tips to help you improve your marketing. To learn more, listen to his podcast Nudge, a proud member of the Hubspot Podcast Network.

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The power of program management in martech

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The power of program management in martech

As a supporter of the program perspective for initiatives, I recognize the value of managing related projects, products and activities as a unified entity. 

While one-off projects have their place, they often involve numerous moving parts and in my experience, using a project-based approach can lead to crucial elements being overlooked. This is particularly true when building a martech stack or developing content, for example, where a program-based approach can ensure that all aspects are considered and properly integrated. 

For many CMOs and marketing organizations, programs are becoming powerful tools for aligning diverse initiatives and driving strategic objectives. Let’s explore the essential role of programs in product management, project management and marketing operations, bridging technical details with business priorities. 

Programs in product management

Product management is a fascinating domain where programs operate as a strategic framework, coordinating related products or product lines to meet specific business objectives.

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Product managers are responsible for defining a product or product line’s strategy, roadmap and features. They work closely with program managers, who ensure alignment with market demands, customer needs and the company’s overall vision by managing offerings at a program level. 

Program managers optimize the product portfolio, make strategic decisions about resource allocation and ensure that each product contributes to the program’s goals. One key aspect of program management in product management is identifying synergies between products. 

Program managers can drive innovation and efficiency across the portfolio by leveraging shared technologies, customer insights, or market trends. This approach enables organizations to respond quickly to changing market conditions, seize emerging opportunities and maintain a competitive advantage. Product managers, in turn, use these insights to shape the direction of individual products.

Moreover, programs in product management facilitate cross-functional collaboration and knowledge sharing. Program managers foster a holistic understanding of customer needs and market dynamics by bringing together teams from various departments, such as engineering, marketing and sales.

Product managers also play a crucial role in this collaborative approach, ensuring that all stakeholders work towards common goals, ultimately leading to more successful product launches and enhanced customer satisfaction.

Dig deeper: Understanding different product roles in marketing technology acquisition

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Programs in project management

In project management, programs provide a structured approach for managing related projects as a unified entity, supporting broader strategic objectives. Project managers are responsible for planning, executing and closing individual projects within a program. They focus on specific deliverables, timelines and budgets. 

On the other hand, program managers oversee these projects’ coordination, dependencies and outcomes, ensuring they collectively deliver the desired benefits and align with the organization’s strategic goals.

A typical example of a program in project management is a martech stack optimization initiative. Such a program may involve integrating marketing technology tools and platforms, implementing customer data management systems and training employees on the updated technologies. Project managers would be responsible for the day-to-day management of each project. 

In contrast, the program manager ensures a cohesive approach, minimizes disruptions and realizes the full potential of the martech investments to improve marketing efficiency, personalization and ROI.

The benefits of program management in project management are numerous. Program managers help organizations prioritize initiatives that deliver the greatest value by aligning projects with strategic objectives. They also identify and mitigate risks that span multiple projects, ensuring that issues in one area don’t derail the entire program. Project managers, in turn, benefit from this oversight and guidance, as they can focus on successfully executing their projects.

Additionally, program management enables efficient resource allocation, as skills and expertise can be shared across projects, reducing duplication of effort and maximizing value. Project managers can leverage these resources and collaborate with other project teams to achieve their objectives more effectively.

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Dig deeper: Combining martech projects: 5 questions to ask

Programs in marketing operations

In marketing operations, programs play a vital role in integrating and managing various marketing activities to achieve overarching goals. Marketing programs encompass multiple initiatives, such as advertising, content marketing, social media and event planning. Organizations ensure consistent messaging, strategic alignment, and measurable results by managing these activities as a cohesive program.

In marketing operations, various roles, such as MOps managers, campaign managers, content managers, digital marketing managers and analytics managers, collaborate to develop and execute comprehensive marketing plans that support the organization’s business objectives. 

These professionals work closely with cross-functional teams, including creative, analytics and sales, to ensure that all marketing efforts are coordinated and optimized for maximum impact. This involves setting clear goals, defining key performance indicators (KPIs) and continuously monitoring and adjusting strategies based on data-driven insights.

One of the primary benefits of a programmatic approach in marketing operations is maintaining a consistent brand voice and message across all channels. By establishing guidelines and standards for content creation, visual design and customer interactions, marketing teams ensure that the brand’s identity remains cohesive and recognizable. This consistency builds customer trust, reinforces brand loyalty and drives business growth.

Programs in marketing operations enable organizations to take a holistic approach to customer engagement. By analyzing customer data and feedback across various touchpoints, marketing professionals can identify opportunities for improvement and develop targeted strategies to enhance the customer experience. This customer-centric approach leads to increased satisfaction, higher retention rates and more effective marketing investments.

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Dig deeper: Mastering the art of goal setting in marketing operations

Embracing the power of programs for long-term success

We’ve explored how programs enable marketing organizations to drive strategic success and create lasting impact by aligning diverse initiatives across product management, project management and marketing operations. 

  • Product management programs facilitate cross-functional collaboration and ensure alignment with market demands. 
  • In project management, they provide a structured approach for managing related projects and mitigating risks. 
  • In marketing operations, programs enable consistent messaging and a customer-centric approach to engagement.

Program managers play a vital role in maintaining strategic alignment, continuously assessing progress and adapting to changes in the business environment. Keeping programs aligned with long-term objectives maximizes ROI and drives sustainable growth.

Organizations that invest in developing strong program management capabilities will be better positioned to optimize resources, foster innovation and achieve their long-term goals.



As a CMO or marketing leader, it is important to recognize the strategic value of programs and champion their adoption across your organization. By aligning efforts across various domains, you can unlock the full potential of your initiatives and drive meaningful results. Try it, you’ll like it.

Fuel for your marketing strategy.

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Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.

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2 Ways to Take Back the Power in Your Business: Part 2

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2 Ways to Take Back the Power in Your Business: Part 2

2 Ways to Take Back the Power in Your Business

Before we dive into the second way to assume power in your business, let’s revisit Part 1. 

Who informs your marketing strategy? 

YOU, with your carefully curated strategy informed by data and deep knowledge of your brand and audience? Or any of the 3 Cs below? 

  • Competitors: Their advertising and digital presence and seemingly never-ending budgets consume the landscape.
  • Colleagues: Their tried-and-true proven tactics or lessons learned.
  • Customers: Their calls, requests, and ideas. 

Considering any of the above is not bad, in fact, it can be very wise! However, listening quickly becomes devastating if it lends to their running our business or marketing department. 

It’s time we move from defense to offense, sitting in the driver’s seat rather than allowing any of the 3 Cs to control. 

It is one thing to learn from and entirely another to be controlled by. 

In Part 1, we explored how knowing what we want is critical to regaining power.

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1) Knowing what you want protects the bottom line.

2) Knowing what you want protects you from the 3 Cs. 

3) Knowing what you want protects you from running on auto-pilot.

You can read Part 1 here; in the meantime, let’s dive in! 

How to Regain Control of Your Business: Knowing Who You Are

Vertical alignment is a favorite concept of mine, coined over the last two years throughout my personal journey of knowing self. 

Consider the diagram below.

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Vertical alignment is the state of internal being centered with who you are at your core. 

Horizontal alignment is the state of external doing engaged with the world around you.

In a state of vertical alignment, your business operates from its core center, predicated on its mission, values, and brand. It is authentic and confident and cuts through the noise because it is entirely unique from every competitor in the market. 

From this vertical alignment, your business is positioned for horizontal alignment to fulfill the integrity of its intended services, instituted processes, and promised results. 

A strong brand is not only differentiated in the market by its vertical alignment but delivers consistently and reliably in terms of its products, offerings, and services and also in terms of the customer experience by its horizontal alignment. 

Let’s examine what knowing who you are looks like in application, as well as some habits to implement with your team to strengthen vertical alignment. 

1) Knowing who You are Protects You from Horizontal Voices. 

The strength of “Who We Are” predicates the ability to maintain vertical alignment when something threatens your stability. When a colleague proposes a tactic that is not aligned with your values. When the customer comes calling with ideas that will knock you off course as bandwidth is limited or the budget is tight. 

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I was on a call with a gal from my Mastermind when I mentioned a retreat I am excited to launch in the coming months. 

I shared that I was considering its positioning, given its curriculum is rooted in emotional intelligence (EQ) to inform personal brand development. The retreat serves C-Suite, but as EQ is not a common conversation among this audience, I was considering the best positioning. 

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She advised, “Sell them solely on the business aspects, and then sneak attack with the EQ when they’re at the retreat!” 

At first blush, it sounds reasonable. After all, there’s a reason why the phrase, “Sell the people what they want, give them what they need,” is popular.

Horizontal advice and counsel can produce a wealth of knowledge. However, we must always approach the horizontal landscape – the external – powered by vertical alignment – centered internally with the core of who we are. 

Upon considering my values of who I am and the vision of what I want for this event, I realized the lack of transparency is not in alignment with my values nor setting the right expectations for the experience.

Sure, maybe I would get more sales; however, my bottom line — what I want — is not just sales. I want transformation on an emotional level. I want C-Suite execs to leave powered from a place of emotional intelligence to decrease decisions made out of alignment with who they are or executing tactics rooted in guilt, not vision. 

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Ultimately, one of my core values is authenticity, and I must make business decisions accordingly. 

2) Knowing who You are Protects You from Reactivity.

Operating from vertical alignment maintains focus on the bottom line and the strategy to achieve it. From this position, you are protected from reacting to the horizontal pressures of the 3 Cs: Competitors, Colleagues, and Customers. 

This does not mean you do not adjust tactics or learn. 

1713005766 526 2 Ways to Take Back the Power in Your Business1713005766 526 2 Ways to Take Back the Power in Your Business

However, your approach to adjustments is proactive direction, not reactive deviations. To do this, consider the following questions:

First: How does their (any one of the 3 Cs) tactic measure against my proven track record of success?

If your colleague promotes adding newsletters to your strategy, lean in and ask, “Why?” 

  • What are their outcomes? 
  • What metrics are they tracking for success? 
  • What is their bottom line against yours? 
  • How do newsletters fit into their strategy and stage(s) of the customer journey? 

Always consider your historical track record of success first and foremost. 

Have you tried newsletters in the past? Is their audience different from yours? Why are newsletters good for them when they did not prove profitable for you? 

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Operate with your head up and your eyes open. 

Maintain focus on your bottom line and ask questions. Revisit your data, and don’t just take their word for it. 

2. Am I allocating time in my schedule?

I had coffee with the former CEO of Jiffy Lube, who built the empire that it is today. 

He could not emphasize more how critical it is to allocate time for thinking. Just being — not doing — and thinking about your business or department. 

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Especially for senior leaders or business owners, but even still for junior staff. 

The time and space to be fosters creative thinking, new ideas, and energy. Some of my best campaigns are conjured on a walk or in the shower. 

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Kasim Aslam, founder of the world’s #1 Google Ads agency and a dear friend of mine, is a machine when it comes to hacks and habits. He encouraged me to take an audit of my calendar over the last 30 days to assess how I spend time. 

“Create three buckets,” he said. “Organize them by the following:

  • Tasks that Generate Revenue
  • Tasks that Cost Me Money
  • Tasks that Didn’t Earn Anything”

He and I chatted after I completed this exercise, and I added one to the list: Tasks that are Life-Giving. 

Friends — if we are running empty, exhausted, or emotionally depleted, our creative and strategic wherewithal will be significantly diminished. We are holistic creatures and, therefore, must nurture our mind, body, soul, and spirit to maintain optimum capacity for impact. 

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I shared this hack with a friend of mine. Not only did she identify meetings that were costing her money and thus needed to be eliminated, but she also identified that particular meetings could actually turn revenue-generating! She spent a good amount of time each month facilitating introductions; now, she is adding Strategic Partnerships to her suite of services. 


ACTION: Analyze your calendar’s last 30-60 days against the list above. 

Include what is life-giving! 

How are you spending your time? What is the data showing you? Are you on the path to achieving what you want and living in alignment with who you want to be?

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Share with your team or business partner for the purpose of accountability, and implement practical changes accordingly. 


Finally, remember: If you will not protect your time, no one else will. 

3) Knowing who You are Protects You from Lack. 

“What are you proud of?” someone asked me last year. 

“Nothing!” I reply too quickly. “I know I’m not living up to my potential or operating in the full capacity I could be.” 

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They looked at me in shock. “You need to read The Gap And The Gain.”

I silently rolled my eyes.

I already knew the premise of the book, or I thought I did. I mused: My vision is so big, and I have so much to accomplish. The thought of solely focusing on “my wins” sounded like an excuse to abdicate personal responsibility. 

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But I acquiesced. 

The premise of this book is to measure one’s self from where they started and the success from that place to where they are today — the gains — rather than from where they hope to get and the seemingly never-ending distance — the gap.

Ultimately, Dr. Benjamin Hardy and Dan Sullivan encourage changing perspectives to assign success, considering the starting point rather than the destination.

The book opens with the following story:

Dan Jensen was an Olympic speed skater, notably the fastest in the world. But in each game spanning a decade, Jansen could not catch a break. “Flukes” — even tragedy with the death of his sister in the early morning of the 1988 Olympics — continued to disrupt the prediction of him being favored as the winner. 

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The 1994 Olympics were the last of his career. He had one more shot.

Preceding his last Olympics in 1994, Jansen adjusted his mindset. He focused on every single person who invested in him, leading to this moment. He considered just how very lucky he was to even participate in the first place. He thought about his love for the sport itself, all of which led to an overwhelming realization of just how much he had gained throughout his life.

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He raced the 1994 Olympic games differently, as his mindset powering every stride was one of confidence and gratitude — predicated on the gains rather than the gap in his life. 

This race secured him his first and only gold medal and broke a world record, simultaneously proving one of the most emotional wins in Olympic history. 

Friends, knowing who we are on the personal and professional level, can protect us from those voices of shame or guilt that creep in. 


PERSONAL ACTION: Create two columns. On one side, create a list of where you were when you started your business or your position at your company. Include skills and networks and even feelings about where you were in life. On the other side, outline where you are today. 

Look at how far you’ve come. 

COMPANY ACTION: Implement a quarterly meeting to review the past three months. Where did you start? Where are you now? 

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Celebrate the gain!

Only from this place of gain mindset, can you create goals for the next quarter predicated on where you are today.


Ultimately, my hope for you is that you deliver exceptional and memorable experiences laced with empathy toward the customer (horizontally aligned) yet powered by the authenticity of the brand (vertically aligned). 

Aligning vertically maintains our focus on the bottom line and powers horizontal fulfillment. 

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Granted, there will be strategic times and seasons for adjustment; however, these changes are to be made on the heels of consulting who we are as a brand — not in reaction to the horizontal landscape of what is the latest and greatest in the industry. 

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In Conclusion…

Taking back control of your business and marketing strategies requires a conscious effort to resist external pressures and realign with what you want and who you are.

Final thoughts as we wrap up: 

First, identify the root issue(s).

Consider which of the 3 Cs holds the most power: be it competition, colleagues, or customers.

Second, align vertically.

Vertical alignment facilitates individuality in the market and ensures you — and I — stand out and shine while serving our customers well. 

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Third, keep the bottom line in view.

Implement a routine that keeps you and your team focused on what matters most, and then create the cascading strategy necessary to accomplish it. 

Fourth, maintain your mindsets.

Who You Are includes values for the internal culture. Guide your team in acknowledging the progress made along the way and embracing the gains to operate from a position of strength and confidence.

Fifth, maintain humility.

I cannot emphasize enough the importance of humility and being open to what others are doing. However, horizontal alignment must come after vertical alignment. Otherwise, we will be at the mercy of the whims and fads of everyone around us. Humility allows us to be open to external inputs and vertically aligned at the same time.

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Buckle up, friends! It’s time to take back the wheel and drive our businesses forward. 

The power lies with you and me.


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