Tips for Personalizing Client Interactions

Personalization is not just about using a prospect's name. To provide a truly personalized experience, you should learn your prospect's language, communication style, and what's important to them right now. Sound complicated? It's really not. Everyone utilizes social media. Learning about your prospects has never been easier. The vast majority of decision-makers, executives, and C-suite members use some form of social media every day. They actively absorb content, watch trends, learn new skills, and find areas of opportunity. You can start right here on LinkedIn. Look at their profile and see what they're posting, commenting on, and liking. Is there a common thread to their messages? Maybe they like data, facts, and figures. They could discuss their vision, the future of their industry, and current concerns. Do they post content or write a blog? Read it. It's the best way to meet them. This is their language. Communicate with them the way they communicate with others. Note the topics they discuss or engage with; these are your lead-ins to having a conversation with them. Join groups related to their industry, learn the hot topics and their jargon and acronyms. Your research should extend beyond the person, the company, and their current role. It's about tailoring your message to them and engaging them like a coworker or trusted partner.

🚀 Revolutionizing B2B Sales: Beyond Names and Titles to Genuine Personalization 🚀 1️⃣ True Personalization: It's not just about using names and titles. To truly connect and stand out, delve deeper into understanding your clients' unique challenges and goals. 2️⃣ Avoid the Generic Trap: Sending emails that only use surface-level info like names or titles is often seen as self-serving. It's crucial to position yourself distinctively and avoid being just another sales pitch. 3️⃣ Lesson from a Lost Opportunity: A sales team's transactional approach failed because they lacked personalization. They treated their client like any other, missing the chance to connect on a deeper level. 4️⃣ The Power of Preparation: Do your homework! Reading a client's annual report, industry news, and understanding their challenges can transform your approach from generic to genuinely engaging. 5️⃣ High-Stakes Email Strategy: One company's bold move of emailing the C-suite with researched, relevant content paid off. This shows the value of understanding and addressing the client's specific needs and challenges. 6️⃣ Why Your Emails Get Ignored: If your emails are all about you and your product, they're likely getting deleted. Shift the focus to your clients - their goals, their company, their needs. 7️⃣ Enter ValueMail: Instead of standard sales emails, use insights to create emails that offer real value to your clients. Show that you understand and can contribute to their goals. 8️⃣ Be the Expert: In the evolving world of sales, being informed and authoritative is key. Know more than your clients and competitors. Let your knowledge and personalized approach be your edge. 🔍 Research is Key: Dive into your client's world - read their reports, understand their industry, and know their competitors. Show them you're not just selling - you're a partner in their success. 🌟 Elevate your sales game by embracing true personalization. It's not just about winning a sale; it's about building lasting, meaningful relationships. 🌟

Why you should forget one-size-fits-all. Make it personal. Be memorable. If you are like me, you are always on the lookout for better ways to connect with your audience. In today’s fast-paced digital world, where getting lost in a crowd feels like a daily occurrence, personalization isn’t just a nice-to-have; it’s a game-changer for small businesses. When you tailor your lead generation strategy, you’re not just casting a wide net. You’re creating targeted outreach that resonates with potential customers on a personal level. Here are some approaches to consider: 1. Know Your Audience:  Take the time to research and understand your ideal customers. What are their pain points, interests, and preferences? Use surveys, social media insights, and customer feedback to gather valuable information. 2. Segment Your Leads:  Not all leads are created equal. Segment your audience based on their behaviors and demographics. This allows you to craft messages that speak directly to each group’s unique needs. 3. Personalize Your Outreach:  Use your gathered information to personalize your emails, messages, and content. Address your leads by name and reference specific challenges they might be facing. This slight touch can make a big difference. 4. Follow Up Thoughtfully:  After your initial outreach, don’t just disappear. Follow up with relevant content or offers that align with their interests. This shows that you’re invested in their journey, not just in making a sale. 5. Measure and Adjust:  Finally, keep track of what works and what doesn’t. Use analytics to refine your approach continuously. Personalization is an ongoing process, and staying adaptable is key. With a little effort, you can transform your lead generation strategy and foster deeper connections with your audience. #LeadGeneration #SmallBusiness #Personalization

Why do some writers earn more than others? It's not just about writing. The top earners know something you don't. They master the subtle art of the Client Experience. This approach transforms casual clients into loyal partners. ▶ Client-Centered Communication. It all starts with understanding your client as a person. Listen actively to their needs and feedback. Take responsibility for everything. Tailor your messages to reflect their personality. Effective communication builds trust, the cornerstone of any relationship. A client won't pay you if they don't trust you. ▶ Empathetic Engagement. Engage on a personal level, not just a professional one. Share stories that resonate with their experiences. By the way, this means having a life outside of work! I can't tell you how many times a quick story about one of my kids has cemented the relationship with my client. And celebrate their successes as if they were your own. Take ownership of the relationship, even if you aren't directly benefiting. This personal touch makes clients feel valued and understood. ▶ Confidence + Comfort. Clients should always know what to expect from you. Maintain a consistent tone and approach in all interactions. Don't let your mood dictate how you treat them - that's a quick way to get fired. You don't need to be available 24/7, but you DO need to be predictable and reliable. Consistency breeds comfort, and comfort breeds loyalty. ▶ Feedback Loops. Make it easy for clients to give feedback. Regularly ask for their thoughts on your work. Show that you're receptive and act on their input. And if you screw up, hold yourself accountable and admit fault (even if the fault is shared). Become the dude in the pickup basketball game patting his chest and saying, "My bad - that's on me". Feedback loops help refine your approach and enhance satisfaction. Transform every client interaction into a step toward lasting loyalty. This framework isn't theoretical—it's a compilation of strategies used by the highest earners in the industry. Soft skills win, but only if you develop them. Get likable and watch your client work stabilize.

Over 20 years of running companies, I’ve seen three traits that consistently separate the top salespeople: volume of activity, personalized outreach, and delivering value in every interaction. In a world of AI and automation, these things are more important than ever. Volume of activity There is a strong correlation between the number of calls, emails, and LinkedIn messages a salesperson sends and the number of meetings they book. That was true 20 years ago and it’s true today. At my first company, we didn’t have dialers. Reps manually punched in every number, I know… old school. One rep asked for a headset so he could move faster. He instantly doubled his daily dials and exceeded every goal we set. Today, there are more channels, more tools and more noise than ever, but the best reps know how to leverage automation to consistently execute a high volume of activities against the right accounts. Personalized outreach This is important because just pure volume isn't going to do it. You need to have strong personalization to your outreach to get people's attention because so much is being written by AI, is templated, etc. The best reps do real research on their prospects and use it to tailor their message. This might include referencing a shared connection, a recent announcement, or even a personal interest (I’ve seen reps find crazy stuff about prospects with some basic internet stalking). One of the best outreaches I ever received came from a rep at a bank who had been trying to get my attention. He sent a package with a framed New York Times article I was featured in, along with a handwritten note about why it resonated with him. He showed me I wasn’t just a name on a list. I had to take the meeting. Value in every interaction High activity and personalization go a long way, but the best reps consistently bring value to every conversation. That might mean sharing relevant trends, customer stories, or internal research. Most reps forget that even if they’ve never done the job their prospect does, they speak to more people in that role than most practitioners ever do. Sometimes it means connecting prospects with people or ideas they wouldn’t otherwise access, like the rep’s CEO or a high-profile customer. One of my top reps had a gift for becoming a kind of therapist. She would listen closely, reflect what she was hearing, and share examples of others facing similar challenges. It helped prospects feel understood. But all of it has to tie back to the value your company and product can deliver. When reps get this right, prospects actually look forward to their calls. The most interesting thing is that I have been saying this for many years to every rep I work with and only a very small portion will actually do these things. The truth is that none of this is easy. It takes time, effort, and discipline. But these are the three things that set the best apart.

Stop treating your customers as data points on a spreadsheet, and start treating them as real humans! It's time to pivot to a people-first Go-To-Market (GTM) strategy. Wondering how? Follow these steps! 1. 🧑💻 Personalize your Emails: Ditch one-size-fits-all and tailor each email to your prospect's unique needs and interests. Let's be more human, folks! 2. 📸 Use Original Photos: Stock photos? No, thanks! Pictures of real people form real connections. 3. 📚 Add Bios to eBooks: Allow the authors to introduce themselves in eBooks. Readers love connecting with real people behind the content! 4. 🌐 Interactive Webinars: Give your prospects the opportunity to interact with the experts. Nothing demonstrates "People-First" better! 5. 💬 Conversational Website: Stuffing your website with business jargon isn't the best move. Keep it human. Keep it conversational. Consider chatbots for instant, friendly customer support! 6. ❤️ Make lovable Merchandise: Don’t just slap your logo on a coffee mug. Create merchandise people will love and actually use! 7. ✍️ Respond to Every Review: Whether positive or negative, show you care about every customer’s experience. 8. 🌐 Network of Engaging Creators: Tap into the influencer and creator network. Authentic voices can bring your product to life in a way that resonates with people. 9. 💰 Be Transparent with Pricing: Avoid hidden costs. Transparency builds trust! Turning heads & hearts towards your brand demands a people-first GTM approach. It may be a shift from your existing strategies, but I promise you it's worth it! Have you implemented any of these into your business already?

Got asked on a webinar what type of email gets my attention. Important lesson on personalization vs. relevance. 2 [Real] Examples. 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐞𝐱𝐚𝐦𝐩𝐥𝐞: “Hey Brian - congrats on recently getting engaged. I recently got married last year and we love playing pickleball too. Anyways. I am trying to network with other top performers and wanted to see if you’d have 30 minutes to share what’s working for you. P.S. Saw you’re a Hoosier - sorry about the tough loss last night!” 1. Absolutely did their homework and loved the personal note 2. Only reason to say ‘yes’ is if I deem the 30 min of swapping ideas valuable Result: -Sent them a short note saying I was overcommitted, but loved the note 𝐑𝐞𝐥𝐞𝐯𝐚𝐧𝐜𝐞 𝐞𝐱𝐚𝐦𝐩𝐥𝐞: Brian, I noticed in your interview with Juston Warthen that you were likely using your laptop’s stock camera which stood in contrast to Juston’s setup. A problem sellers face is they want to have more of a presence and command the respect of a more tenured Account Executive so that they’re promoted into an enterprise selling role. I’ve been in an AE role for 20 years and have specific recommendations for how you can level up your setup to command attention and be viewed as an enterprise seller. Would you be interested in learning more? Real example from Todd Kelley ^^ 1. Did their homework + added personalization - loved the touch 2. Real problem I had and built instant credibility - knew it’d be very valuable and at a minimum, I’d learn something new Result: -Me finding 30 min with him the next day Don’t care how much research you do on my school, social life, hobbies If you can’t fix some problem I have, I’ll never spend 30 minutes And I’m only an AE… imagine you’re prospecting C-Suite Prospect accordingly!! :)

Copywriters, Freelancers, and Agency Owners: Want to know the #1 secret to landing high-ticket clients? It's not about sending 100 cold emails or DMs a day or having the perfect outreach method. The real key to winning over big clients is... PERSONALIZATION! I receive tons of cold emails and DMs every day, and most of them miss the mark. They aren’t targeted enough, and often, I don’t need the service at all. After nearly a decade in the trenches and landing over 1,000 clients, I’ve learned that personalization is the make-or-break factor in your outreach messages. When you take the time to: Do Deep Research: Understand your prospect’s business, industry, and specific pain points. This shows you’ve invested effort into understanding their unique needs. Create Custom Value Propositions: Highlight how your services can address their specific challenges and help achieve their goals. Use relevant examples and case studies. Build Genuine Relationships: Engage in authentic, personalized communication that fosters trust and rapport. Mention specific details about their work or recent achievements. That’s when the magic happens. Your prospects start seeing you as a valuable consultant, not just another generic freelancer. And that’s when the big deals start rolling in.

Why personalization matters when creating authentic conversations. Create daily habits of taking time to transform your professional interaction. I received a connection request from Bailey, a coach based in Vegas, which is the same city I happen to be in. 🤷🏻♀️ Instead of sending a typical "thank you" message, I took an extra minute to personalize my response. I recorded a short video (in my case using #skoop), addressed her by name, and acknowledged something specific about her profile. Bailey was thrilled! She told me how much she appreciated the personal touch, saying, "Reaching out on LinkedIn can get a little boring," and that my video was a refreshing change. That small effort turned a routine connection into a meaningful conversation. When connecting on LinkedIn; ✔ Personalize your outreach Before sending that connection request or message, take a moment to learn about the person. Mention a shared interest, location, or something specific from their profile. It shows you care enough to notice the details, and it sets you apart. ✔ Leverage video messages A quick, personalized video can work wonders. It adds a human touch that text alone can't convey. And, it’s incredibly easy to do—especially with tools like SKOOP, which lets you create candid videos directly on LinkedIn. Give it a try next time you connect with someone new. ✔ Focus on building relationships, NOT just selling When you personalize your communication, you’re opening a dialogue and laying the groundwork for a relationship. Remember, people buy from those they know, like, and trust. So, make it about them first—let the sales follow naturally. Next time you connect with someone on LinkedIn, think about how you can make your outreach a little more personal. It’s those small efforts that lead to big opportunities. Hope this was helpful to make a slight shift in your #mindset. Have a fantastic and productive week! #personalization

Want to write customer service emails that make your clients feel like VIPs? 🌟 I've got a game-changing tip for you! Let's talk about the power of personal pronouns in your emails. It's a simple trick that can transform your communication from robotic to relatable in seconds! Here's why personal pronouns are your secret weapon: They instantly personalize your message 🎯 Instead of "The issue is being addressed," try "I'm working on solving this for you." Feel the difference? They show you're a real person, not a bot 🤖➡️👩💼 "We understand your frustration" sounds so much warmer than "Your frustration is understood." They create a connection 🤝 Using "you" and "your" makes the customer feel seen and valued. They make your writing more conversational 💬 It's like chatting with a friend, not reading a formal document. They help avoid the dreaded "copy-paste" vibe 📋❌ Tailored language shows you're giving personalized attention. Try this: Before hitting send, scan your email for personal pronouns. No "I," "we," or "you" in sight? Time for a quick rewrite! Remember, in customer service, it's not just about what you say, but how you say it. Personal pronouns are your ticket to emails that feel warm, genuine, and human. What's your favorite way to add a personal touch to customer emails? Share your tips below! 👇