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Epi. 44: Unleash the Potential of Data to Transform Business and Society – Steve Orrin, Federal CTO of Intel

Learn more about Intel at: www.intel.com

Find Steve Orrin on LinkedIn here: https://www.linkedin.com/in/sorrin/

JC: Welcome, everybody to another episode of TheFuture of BizTech. I’m your host, JC Granger. And I have another fantastic guest with us on the show. And if you end up loving this episode at the end, please show that love and appreciation, go and follow the podcast, wherever you’re listening right now give it a five star review, put some comments. And that really helps the algorithms of course, because that is how other techies like you and I find cool podcasts like this. And today I have the absolute pleasure of interviewing the federal CTO of Intel, Steve Orrin. Steve, thank you so much for coming on the show here. Tell the audience a little bit about yourself. And you know what it is that you do specifically at Intel.

 

Steve: Sure, thank you for having me today JC, I’m really, it’s a pleasure to be here. As federal CTO for Intel Corporation, it’s sort of my job to understand what the federal government needs from a solution technology architecture and roadmap perspective, what their use cases are, and help them to adopt the current technologies coming from Intel and from our ecosystem, as well as what’s coming down the road, what’s going to be in two to five years that they should start planning for today. It’s also part of my role to help solve some of those big problems. So when they’re looking at whether it be security at the edge, or being able to do enterprise transformation and digital monetization, how can Intel and its ecosystem help them achieve their big goals. And then the final piece, which I think is really the the fun part is translating all of those use cases. And those problem sets back into Intel, so that our engineers and our architects can build for those future use models and build technologies that keep our customers happy.

 

JC: Well, that’s really cool. And let’s talk about real quick here. You know, the first time I’ve heard this particular job title, federal CTO, right, so you talk about your work with the government. So how, I guess, is that structure of Intel? created where you’re over here in a C suite specifically for the government? Or do you do anything? Do you have anything else on your umbrella other than that?

 

Steve: So that’s a very good question, JC. The way to think about a federal CTO is, well, I am off in a specific division. It’s the federal division for Intel, where we focus on engagement with the federal customer and its ecosystem. So the integrators and the Federal divisions of other software and hardware companies, my charter is much broader. It’s really about understanding all that Intel does and providing value back to the mothership. And so as the CTO, I’m the Lead technologist for all government engagements, but it also means I’m the voice of the customer back into the organization. So just like you would have a cloud CTO, or you would have a memory CTO or client CTO, the Federal CTOs role is really to represent that entire market back into the business units and to help the business units to get reach into that customer base to and so that their technologies and their new innovations and incubation projects are on the radar of the various different government procurements for government programs. And of course, the larger the ecosystem that’s adopting technology for the federal government.

 

JC: Okay, and then so how does the government, via Intel work with like, maybe small businesses? Is there? Is there a path there? You know, how does that work? How do businesses fall into your umbrella when it comes up via the government? Or is it just straight with the government and they handle the rest?

 

Steve: So essentially, if you think about how the government procures things, or how the government buys or deploys technology, very rarely does the government go directly to a software developer and say, you know, give me your software. It happens. But oftentimes, there’s an integrator or a solution provider that pulls together the software packages in the systems and builds it on behalf of the government. And it could be large primes like Lockheed or Northrop or Raytheon that are building a lot of the weapon systems or building planes or boats, or you get the large contractors, the building IT systems, the lighthouses, the Booz Allen’s, the khakis that are building sort of the ERP systems for the VA or for the IRS. And so the the ecosystem that supports the federal government is is different and diverse. At the same time, when you pick up small business, it’s really interesting, the government has a special set of programs they call SBIR, so small business investments. And what it does is for many of the big contracts, they actually have language in the contract that an SBIR small business or minority on business, small business, needs to be as part of that program, or in some cases has to lead.

 

Steve: And so there’s an actual whole market of small companies that serve as the federal government that basically helps that small business, get into federal contracts, get those dollars, employed people at the small business side, and then can tap into the larger primes and tap into the larger ecosystems to help fulfill or to provide the technology. So you may find companies like Microsoft or Amazon or Intel or others that are partnering with a lot of small companies on these specific opportunities and contracts that have that carve out for small business or for minority or veteran owned small businesses. At the same time, one of the things that Intel provides because the reality is most people don’t buy things direct from Intel, you go to the OEMs you go to Dell, HP, Lenovo, or what have you to buy a laptop or a server or you’re getting services on Amazon, or an Azure or Google Cloud that runs on Intel, you don’t necessarily buy direct from Intel. And so our relationship with the federal government really comes down to being more of a neutral party, if you will. We’re not vested in which one of the OEMs or which cloud provider you purchase, or you go with. So we help them provide the right the right choices around the architectural approach. And we bring our large ecosystem, both the big players, as well as small, nimble rabbit companies that are doing innovative things with hardware technologies. And we can expose that ecosystem of small businesses and startups to large customers like the federal government, or financial services or healthcare organizations, because we want to really, we really want to show the best of what you can do, not necessarily just what the current server box can do today, we want to show what the advanced capabilities are. So we spend a lot of time and we have a very rich ecosystem of small and medium sized companies, startups, as well as well established ones that do interesting integrations, build unique and pretty awesome software, especially if you think about today in the areas of like AI, and 5G, and cloud services and micro services. There are a lot of amazing little companies; and we then highlight those and bring them along as part of our ecosystem.

 

JC: Well, I mean, like it says an Intel inside of everything. Right, so but let’s talk about that here, too. So, you know, obviously in the news here lately, we keep hearing about chip shortages. Right? So helped me understand, you know, what is contributing right now to the chip shortage, and what industries other than tech, for example, is affecting the most right now?

 

Steve: So you bring up a good question. And this, let’s just say, face it, the semiconductor supply chain is very complex. But if we get to the heart of it, and it’s really not a particular, you know, like high end chips that are really the key shortage right now, whether it be Intel, or other modern state of the art technologies, there are actually lots of supply available today to meet the demand. The challenge, oftentimes, and you hear about it all the time with like the automotive industry, or appliances industries, it’s not the state of the art chips that are actually the ones that are constrictive right now in the supply. These are the really cheap low end chips, the legacy chips, or what they call the legacy process nodes that do things simple things like power regulation, voltage, regulation, do network switching. So these these micro processors that are still absolutely crucial. If you think about every laptop, you plug a power cord into, there’s a little chip behind that, that regulates the voltage and controls the power distribution across the board. Those are the chips as for example, that are in short supply, and that are almost exclusively made overseas. And without that chip, you can’t build the laptop, you can have all the state of our processors. But if you can’t, if you don’t have the cheaper chips, if you will, the lower end chips, that’s the ones that we’re seeing affect a lot of the spy chain. The automotive industry is a very good example. They chose as an industry to stay on certain legacy chips because they serve their needs. They didn’t need the higher end chips to control their voltage regulation across the alternators.

 

Steve: So they stayed with a legacy chip that was easily available and very cost effective. And those were the chips that were hit most hard by the Spicers. Now it’s across the board, I’m picking on the power regulators. There are multiple chips in this class of low end, cheap chips that are currently supply constrained, it’s getting better in two levels. Number one, we’re starting to see visibility into the supply chains, they’re starting to tick up. It’s still a long lead time. But I think what you’ve seen in the news in the media and coming out of the federal government around things like the chips act, and other executive orders is focusing how do we deal with this supply chain issue at a global scale, we need to pick up production locally. And that means investing locally investing in small and medium and large companies. And it really has to go across the board, large companies like Intel and others as well as small manufacturers that are building the components, those little cheap chips, or the substrates, which is the platform that you put the chip on too, and making sure that those are built domestically. Same thing we’re seeing happen in Europe, Europe is also looking at how do they help with the global supply chain issues, to bring manufacturing back to the Western Hemisphere and also to be able to have diversity so that you have availability in the US, in Europe and in Asia, so that wherever you need the chips, you can get them that by having sort of critical path or single points of failure. I think COVID pandemic really illustrated that our global supply chain can be very fragile. And so we’re seeing a renewed investment here. 

 

JC: Yeah, it was a hell of a stress test. Right? I mean, I think we I think we found a choke point?

 

Steve: Right, indeed.

 

JC: So what’s Intel doing about that? Are you guys building, manufacturing plants in the US or in Europe so that you can solve your own problem and you know what that shortage?

 

Steve: So our new CEO who came in in February, Pat Gelsinger has really taken this under his is better has made it a key strategy for Intel. He’s called it IDM 2.0. And they’re sort of multiple parts to the strategy. Part of it is investing in locally and being able to have increased production in the US and in Europe. And to that end, we’ve already stuck around on new fabs in Arizona, as well as there’s work going on in Europe as well in other places to be able to increase our production. But that’s only part of the conversation. The other part around IDM 2.0, which is a big shift for Intel, is it’s not just about building like I said, it’s not building only Intel chips, we actually have really good supply, it’s about how do we help the broader ecosystem? How does Nvidia and Microsoft and Apple and others get access to be able to build their chips on our foundries and in our fabs, and that’s the big shift. So it’s not just about building more capacity for us, it’s building that capacity to be able to support the ecosystem, and the OEMs. And the other end, and nowadays, even companies like Facebook, and Microsoft and Amazon have for certain parts of their workloads, their own custom chips, their own ASICs, accelerators, and giving them the ability to build those domestically is going to help them to meet the future short supply chain issues of tomorrow. So the good news is, there’s an answer, and it’s being worked on. But the thing to remember with anything in the semiconductor industry, this is not, it’s not like software, you can bring out a new piece of code in six months.

 

JC: Yeah. Well, let me ask you this. I mean, you know, I’ve always wondered this about Intel specifically, you guys are so good at playing nice with others. Right? Like, like, you’re like, you’re like that that kid in high school who could hang with any of the cliques, right? And I got, I have to ask you, how have you guys managed to not only work with so many other big tech companies, but how have you guys avoided all the you know, political stuff, and the scandals and everything like I mean, just if I feel like every day, we turn on the TV, and there’s another tech company that’s getting just chewed out by the media or by other tech companies. And it’s like, and here’s Intel over here, like Switzerland, just super neutral. likes everybody. No one has a problem with them. You know, even the supply chain shortage of chips. Nobody was blaming Intel. It’s amazing. If there was one time that you guys were not going to get away with this, this would have been and nobody is going, “How dare Intel not have figured this out before?” Like, how would you guys stayed so clean? And then how do you guys work so well, with others? I guess is my point. 

 

Steve: So I think it comes to two, three things, I’ll give you three answers. One, it’s a bottoms up and the tops down, having good leadership that sort of drives that we need to be the enabler of technology. Whether that technology is in, you know, our OEM channel, our cloud channel, even, you know, even with our competitors, or coopetition, as they like to say, it still needs to run on Intel, they may be using their own accelerator that are using our GPU, they’re using their GPU, but you still need an operating environment, you need to still need a CPU to drive the server to drive the client. And so understanding our role there about how we enable the entire industry, and it comes down to the like I mentioned the bottoms up we have really good engineers, I think one of the things I’ve been with Intel 16 years, and there are people at Intel that have been here for you know, there’s someone I know who’s retiring after 32 years at Intel, he spent his entire career. We have lifers here. And it’s not because they have nowhere else to go. I mean, the industry is you know, that the talent has been pulled left and right, is that we are enabled by engineers, for engineers. So the engineers are driving technology. And so you don’t get a lot of those politics when you’re trying to solve big problems. They give you a really good example, when I came to Intel, I came from the startup world, I had done multiple successful startups in the security space, one of them got acquired by Intel. And when I thought about, well, what should I do now that I’ve been acquired, I’m gonna go find my next startup. My most successful company, we had 500 of the Fortune 1000, using our product, which is a huge success for a startup. I mean, that’s half fortune 1000, they were using our product, it was great. The first technology I worked on it, Intel went to 40 million PCs. And so the impact you can have, is that much bigger. And so when you’re an architect, or an engineer, or a program manager, working on a product that’s going to change the way people compute, that sense of pride and a sense of accomplishment, you really can’t find another place. And so we understand our role and take it very seriously.

 

JC: You guys have just seen bulletproof man, I mean, you don’t, you’re not even coming up when they’re talking about, you know, hacks, right, you know, and you know, like information being hacked. And, you know, no one’s saying, oh, yeah, well, we found a way to exploit the Intel chip. And that’s how, like, like, well, you just are bulletproof in this. And I just find that fascinating to be completely honest.

 

Steve: Well, I mean, let’s face it there, there have been some published vulnerabilities in some of the firmware, some of the hardware, it happens every no one is immune from that. I think what makes it a little bit different is how we handle it. So we’ve been very advanced in our proactive nature of working with external researchers, so that when a bug is found, or when a vulnerability in our systems are found, we’re proactive. We’re already working with those researchers so that we’re taking in their input and working on those fixes, and working with them so that the industry can get updated, fixed. We’re not hiding things like some other companies are trying to make a big deal about it. We’re just our goal is that if something is found, we want to make sure that all of the OEMs can find, fix their products in time, so that there isn’t a vulnerability for the end customer. And so working together with the ecosystem and the researchers is something that was built into our DNA from a very early stage.

 

JC: That’s very cool. You know, I’m a Bay Area boy, myself, my dad worked for Sun Microsystems, like 20 years, you know, I was, was running cord between walls because I was small and I can still remember the, I can still hear the hum of the server rooms, right? So like, this stuff fascinates me. I love this and I think you guys are great. I have a question. So let’s talk about the future, right? This is The Future of Biz Tech podcast. Let’s have a future question. So where do you see and we talked a little bit on this earlier regarding, you know, building supply chains locally, right, like nationally, here or in Europe so that we don’t have this issue of that again. But where do you see your industry going? Or even you know, in the next 5-10 years, whether it be through technology or legislation, you work with the federal government, obviously, so that there’s a lot that happens with that, you know, where do you see Intel, and that next five to 10 years, and the industry as a whole?

 

Steve: So I think one of the big things that’s happening right now, and it’s subtle, that everyone hears about the buzzwords, AI, 5G, those big technologies, but there’s a reason why those are happening. And it’s really about the proliferation of the edge. What is edge computing, you know, we used to call it just IoT, but IoT was too narrow, because it’s, you know, you think about, oh, it’s my spotlight, or it’s a camera. Edge computing, it’s really about the diversity of devices and things out there in the world that are both connected, and creating or syncing data. And then trend processing and transport. When you think about a car, the stoplight, the smart city infrastructure, the cloud, all working together, where you’ve got distributed processing, so everything is doing some process, everything is sensing and collecting. Your phone is an amazing sensor platform, your car is a driving data center, a plane is a flying data center. So you have all this data to be collected, that’s got to be processed, got to be transported, and results and actions have to be taken. That’s why 5G and AI are really that the forefront of what’s driving this next five years of evolution is because we need AI to make sense of all of this data that’s coming at us at real time. And we need 5G to be able to have that data move between systems and to the cloud and back again, and be able to do it efficiently..

 

JC: With fast enough speed right like..

 

Steve: Exactly

 

JC: Real time basically..

 

Steve: Real time and high definition. And so that’s why 5G and AI are so important is because they are these if you think the fuel that’s going to drive this next generation of compute, and when you see the trends, people talk about the cloud is, the cloud is this thing in the sky, and everything is going to go to the cloud. Under the covers when people have recognized now it’s that it’s not just in the cloud up there at Amazon in Seattle, or in their different regions, the cloud has been extended all the way out to the edge. And so whether it be things like Amazon outpost, or Azure Stack as examples of this, of them taking their cloud capability, and dropping it in racks that then can be deployed at an enterprise, or deployed in the field. So you think about energy distribution, you know, inside there, there’s a rack of servers that every one of those energy stations that’s processing, sensing data about the flow of energy, it’s a mini data center, it’s an extension of the cloud. And that data, of course has to be analyzed in real time so you can respond. So those, those transformations are the key drivers of innovation. So we look at what are the next five years, we’re gonna see continued acceleration for what AI can do, and the places that will touch us. In some respects, that’s already happened, we just don’t realize it, yet everything that you do on your phone, on the web, in your business operations are affected by machine learning and AI, you know, when you make decisions about what where to purchase your products, or how to build your systems, or how to get better efficiencies, into your development processes, all that is informed by machine learning, because the products you use are leveraging them, that’s going to continue to accelerate. The other thing that we’re seeing is as Moore’s law continues to climb, as we see more and more computing being able to be done at a lower cost and lower power, we start to hit a point where we’re going to see transformation in the kind of activities we can do. So we’re seeing people talking about quantum computers, they’re probably still good 10 years away before we have functional, you know, commercial quantum capabilities. But before we get there, we’re going to have exascale capabilities in the next year where we have supercomputers that now can perform functions in days or if not hours, that used to take weeks, if not months, if not years. 

 

JC: That’s kind of always how the technology goes, right? I mean, we talked about how there used to be, I took a whole room to hold one computer and now we have 100 times the capacity in our phone than that, you know.

 

Steve: Exactly, exactly. And so when you start thinking about that kind of scale, it applies to everything if you’re designing the next generation car, and you have to do sort of the you know, the temperature models, the flow models, you know, the risks on how it will handle in a crash. You can do those designs much faster now. And so what maybe took you weeks can take you minutes and you can make design changes in real time. That means that whole innovation cycle speeds up and so now cars can get designed to build and customize more quickly. That changes the business model. So now the Auto industry starts thinking about what can we do custom car to make or on demand delivery, like the PC industry does. And so now you have transformation in business that are enabled by technology. So technology is not going to change your business directly. It’s an enabler. But now that you have that at your disposal, that business can now operate like technology does. And so you start getting transformation of industries, whether it be, you know, classic brick and mortar, industrial, oil and gas, automotive, or, you know, b2b software and ERP systems changing now, in the past, you had to go buy a big software to do your ERP. And then maybe you brought something onsite, and now you can do some of it in the cloud. But with micro services, and distributed multi cloud strategies, you can basically distribute your ERP across all the best service providers out there and get exactly what you need. And what that means is A. it reduces the cost and overhead of the maintenance of the actual system, but also means you can innovate your business without having to change the way you do ERP, if you want to be able to go try some new business model, or new revenue stream or new licensing approach, you can get a micro service that will enable that into your systems without having to re engineer the whole thing. That means you can have the ability to be agile in your business structure, again, changing the way businesses do business. 

 

JC: Yeah, and that gives us such an exponential curve up too. And that’s I think that’s something that people maybe don’t even understand or appreciate sometimes, is that once some of these things you’re talking about, like with the AI mixed in with 5G, just speed plus, you know, intelligence, when you combine those, people forget that that’s a hockey stick move right there. Right, that’s going straight up. And, you know, it could be unrecognizable, you know, in 5-10 years, right from where we’re at today, for example, and then and then we look back, you know, and becomes kind of like that, uh, that Amazon idea like, you know, you know, next day or two days shipping, you know, we’re so used to that now. And one day, it’d be like one hour shipping. Like, how did you get that? We get really entitled about it too, you know? So let’s talk about what’s coming up for Intel, my audience loves the inside scoop. And you guys are, you know, such a big and well known company, it can be within within your division, or just in general, what is something that people maybe don’t know about just yet that Intel is going to be releasing? Or showcasing or advancing here pretty soon, what do you give, give us something give us give us a little, little bit.

 

Steve: I’ll give you a little bit. So recently, we showed off at the Intel innovation conference, which just happened a couple of weeks ago, some amazing new technologies that are coming to market. One is our latest generation of client platform. It is unbelievable the amount of power and computing that we’ve been able to pack into the system into the what’s called the alder Lake platform. The other key thing, the thing that’s exciting for me is all the security features that are now built in out of the box inside the Intel platforms. And it goes across all areas of security from being able to make sure the system is intact. So when you boot the system, you know, it’s all good, and nothing has gotten inserted on it, to protecting your data. In light of the threats that we deal with. If you think about right now, we always hear about ransomware and data breaches and all these different problems are happening on a constant barrage. Part of the problem is the data itself is not being protected wherever it lives on the PC in the cloud, in the data center. And by having technologies built into the clients and the servers and the network stack where Intel lives in all of those places, that can protect the data end to end and I think that’s the big game changer is, when you can protect your data end to end. That’s the game changer. And that’s what Intel’s building into our technology, into our CPUs available now. And then the last thing that I think is really interesting is we’ve also taken a look at those vulnerabilities. So software vulnerabilities have been a bane for 30 plus years, every time you turn it on, there’s another operating system attack an application attack. So what Intel has done to start looking at ways where you can use the hardware to either detect or to close those vulnerabilities. And so two technologies we announced just now, one is around closing a class of vulnerabilities in software called return oriented programming, and being able to basically use the hardware to block it. And so if your application or operating system is taking advantage of that hardware feature, those attacks no longer work. And so it’s like eliminating entire class of vulnerability just by running on the latest hardware. And for me, that’s very exciting means we can affect the day to day lives of everybody.

 

JC: Now, that’s huge. I mean, that’s absolutely you hear about ransomware and stuff and happening even just to individual people, you know, they sit there, they lock up their computer and you got to you know, give them bitcoins or they can unload it something from a consumer standpoint, I think that’s fantastic. And I can’t even imagine how big it’s gonna be on the federal side for the government side, which you know, you’re where you mostly operate. So I think that’s really cool. I’m glad about that and thank you for telling us that I think it’s really cool. That’s coming out what the keep an eye on that. I’m going to switch gears here for a second though. I want to just ask a personal question, right?

 

Steve: Sure.

 

JC: It sounds like the cliché personal question. What did you want to do when you grew up? When you were a kid, right? Like, what was your dream? And then how did you get to where you’re at now? And are those the same thing? Like, did you say I want to, you know, be high up at a big software company or hardware company, you know, tech. So like, what did you want to do when you’re a kid? And then how did that transition?

 

Steve: It’s a very good question. And it’s a fascinating story. So when I was younger, I had two loves — computers and really hacking, and the other was biology. And so as, as I was, you know, so sciences in business, for me, it’s about solving problems, whether it be figuring how things work and hacking things, or understanding biological processes. It’s really about how do you solve problems? How do you answer those hard questions that’s always fascinated me about the time I need to sort of figure out what I wanted to be when I grew up and go to college and actually have a career. Computer Science wasn’t really a exciting option at the time in the late 80s. And so I went the bio route and actually did a research biology degree, I did graduate research and biochemistry, and I was going to become an MD PhD, and I work in a lab for the rest of my life. That was my career, I was going to publish papers and, and do really cool science. And right before I was gonna start med school, I had sort of a period of time where my grant with the government, you know, government grant had run out for some research I was doing. And so at some time before I was gonna start med school, and a friend of a friend had some money wanted to do a startup. Now remember, this is 19, early 1995, pre Netscape IPO, early days of the internet. And so he said, Hey, you know, you want to help me, you know, this hacking stuff, can you help me with this idea. And so I said, You know what, this would be a good idea to save some money for med school. Well, three months into doing it, I fell in love. And this was, again, the exciting early days of the Internet, did my first startup in 95, grew that startup, and then in 98, decided to go do my own, and started my own company and did that one, and then just it’s serial entrepreneur, through the 90s. And into the mid, the mid 2000s. And loved every minute of it really got the opportunity to work with some of the luminaries in the security field. My mentor, Bruce Schneier, and others have taught me the keys to understanding cryptography and understanding applied security early enough in my career, where I’ve now been able to pass that along to people I mentor. And then doing the smart thing, that’s what I, that’s where I went, I was like, I’m going to be a smart guy, I’m going to start companies in the security space and solve hard problems. And then he got acquired by Intel, in 2005. And like I said, earlier, I was going to go off and do another startup after six months. And they gave me the opportunity to run security pathfinding, which in Intel, what that meant is looking at the two to five year horizon, what are things we could do with our hardware as it exists today, or it’s coming, that would be innovative for security. And so for eight and a half years, I ran some of the advanced research around software usages of security. So things like anti malware, antivirus technologies, leveraging hardware, web and cloud security, virtualization security, fascinating stuff, that again, as we built these features, they affected the entire industry. And so I did want to become a doctor at one point. But I went, you know, stage left and became a technologist and really got to use my hacking skills and my security background, you know, and the things that I did in the 80s have served me well throughout my career.

 

JC: That’s awesome. I would like to ask that question because just hearing that journey, and it’s always a different path, right? And it’s almost never like what someone wanted to do, like when they’re a kid, right? And so I think the best part is like, okay, well, how did it get there? How did it work its way to where you’re at now. Alright, so last question for you, you know, you’re a tech guy, I’m sure you do a lot of research and reading, if you could give one recommendation to the audience of maybe like the best book, right? Whether it be audio book, or regular, you know, and you can pick your your theme of if it’s tech or not, but what’s kind of a must read in your world?

 

Steve: It’s interesting, there are two books that I go back to, and one is not a technology book. But it is a book that has really taught me so much about how to run businesses, how to run teams, and how to work within an organization. And that’s Good to Great by Jim Collins, one of my early CEOs that I worked with, in my startup days had recommended I read the book, and she you know, and he, she was friends with him. And so he came in to talk to us, and just had such an impact. But that book, it really was understanding the dynamics of what makes businesses work and what what your job there is to do. Whether it be surrounding yourself with people smarter than yourself, or understanding the core of what your business really is, has advised me to throw out all my technology as well, he talks about it from a business sense, it applies equally to the technology sense. So that’s one that I live and die by a night still still go back and look at it. And as far as the technology books, there are so many right now. But the the one that I read first, and that I still point to is sort of the one that got me started was Applied Cryptography by Bruce Schneier by my mentor, they sometimes referred to as the big red book is about yay thick. But one of the key things and he’s had multiple books that have followed that have all been great, but the key thing is, is that it’s not about the math. A lot of times engineers say I’m going to build the perfect crypto algorithm. I’m going to build the perfect compiler. And really what it comes down to it’s about the application of that technology. That’s why it’s called plied secure so how do you apply cool technology to a problem? And that’s I mean, that’s the theme that sort of writes throughout the book. And throughout his talks. It’s not about the just the math, it’s not just about the code. It’s how do you solve a problem? How do you solve a customer’s problem, or a business from or your own internal development problems? Using technology, it’s not about the technology as the end but technology as a means. And I think that’s the key thing that I learned that you learn from that. And Applied Cryptography is really about how do you apply cryptography to email to network protocols? And that’s really the lesson learned there.

 

JC: Yeah, I really like the application part of it. Because you know, I’m more of a practical type of person. That’s how my brain works. I’m like, Okay, well, that’s great. But how do I use it? These guys like, how is this gonna make my life better? Right? So how can it listen, by the way, Steve, thank you so much for being on the show here. But how can people reach you, normally, I would say, how do they find the company website? Well, it’s Intel, we get that we know where to find Intel, okay. But if anyone listening is on that more higher level, and they feel like reaching out to you for like a really big enterprise style conversation, how can they contact you?

 

Steve: So the best way to get a hold of me honestly, is through LinkedIn. And so it’s S-O-R-R-I-N, on LinkedIn. So linkedin.com/in/sorrin/ is the best way to get hold me just reach out with a connection request. And I’ll accept and that’s the best way to get the process started. And this way, you don’t get stuck in a spam filter. So it’s, that is the best way to get a hold of me. And again, it also is where I publish, you know, so when I’m doing conversations, when I’m putting out articles, that’s where you can see the greatest, you know, the latest of what I’m talking about these days.

 

JC: That’s awesome. And listening for everybody here listening out there. Again, if you liked what you heard today, be sure to subscribe to the podcast, give it a five star rating, put some cool comments in there. So other techies like us can find it and enjoy learning about all the cool, amazing b2b software and tech like Intel here on the market today. Steve, again, thank you so much for being on the show. And I really look forward to publishing this and I think I have to call my dad and be like, Hey, I just talked to Intel today.

 

Steve: Thank you, JC. It was a pleasure being here today.

 

JC: Have a good one.

infinityadminEpi. 44: Unleash the Potential of Data to Transform Business and Society – Steve Orrin, Federal CTO of Intel
Episode-43-Kit-Merker.png

Epi. 43: Setting Service Level Objectives to Prioritize and Optimize Software and Manage Risks – Kit Merker, COO of Nobl9

Learn more about Nobl9 at: www.nobl9.com

Find Kit Merker on LinkedIn here: https://www.linkedin.com/in/kitmerker/

JC: Welcome everybody to another episode of the Future of Biz Tech. I’m your host, JC Granger. And I have another fantastic guest with us on the show today. And listen, if you end up loving this episode, please show your love and appreciation by following this podcast, wherever it is that you’re listening. And be sure to give it a five star rating, hopefully with some nice comments on there. Because that is how techies like you and me can find podcasts like this. So today I had the absolute pleasure of interviewing the COO of Nobl9, Kit Merker. Kit, thank you so much for being on the show. Tell the audience a little bit about yourself. And what does Nobl9 do? What do they do it for?

 

Kit: Hey JC, thanks. Great to be here. Well, let’s see I’ve been in the software business a little bit too long, like 20 years. And Nobl9 is really all about making it so that software teams can make better decisions about reliability. And I don’t know about you, but whenever I use software, it doesn’t always work 100% of the time,

 

JC: Oh, no, mine always works 100%. No failures, no downtime, no bugs — no, we’re perfect.

 

Kit: You might have the magic touch, right? So whether you’re, you know, streaming a video or trying to upload your check to your bank account, or if you’re trying to order food, you know, and actually, it’s crazy, because all of us are so dependent on software now, you know, we use it for everything from how we eat, how we do money, how we find love, you know, it’s all software. And it doesn’t work 100% of the time. And that’s because it can’t. And so what we tried to do at Nobl9 is we made a set of tools that help you embrace failure, help you manage the risk. So it doesn’t actually completely ruin your day, but helps you decide which things you need to pay attention to and which things you can ignore. And that’s helping software teams sleep better at night and run their operations in a way that makes our customers happy. So that’s the mission we’re on. It’s something I’ve been passionate about for a long time. And it’s really cool to have a company completely focused on it.

 

JC: So let’s talk about real case use right. So first of all, who’s like your perfect client like, of all that, because we have a lot of techies that listen, a lot of software companies and things like that. So which segment of our audience do you think is like, “Oh, yeah, I mean, this would make my life so much better”, right? And then after you answer that, then it’s you know, give us like a like, like, let’s paint the picture of what it would be like to actually utilize what you guys have and how it helped them. 

 

Kit: Sure. Well, the people who use it, or benefit the most are people who are carrying the pager or dealing with the fact that their software is unreliable, the people who are, you know, basically trying to make sure that the system is up and running. And when it isn’t, then it interrupts their life. I call the industries the downtime equals dollars industries. So we’ve been helping out a lot of financial services companies, you know, if the markets open their software needs to work, right, or they’re dealing with customers, retailers, and e commerce, you know, you can go buy from somebody else, right? video streaming, media companies, communications companies, video games is a really big segment. For us. So basically yeah anywhere where the software being down or your system, your cloud being down equals dollars for you, this is where the benefit is. In terms of the before and after, you know, life without Nobl9, basically, what it looks like is, you’re either ignoring problems that are facing customers, you’re finding out about it too late, and you’re kind of in a reactive mode, or in other cases, you’re too proactive, you know, think about where you know, the pager goes off, it wakes you up to go look at something and by the time you get to the you know, login and check out the server, it’s already recovered. And that feeling of frustration that a lot of engineers face, you know, they’re having to build on their software. And then for the people who are maybe less on the technical side, but on the business side, their frustration comes because their engineers keep telling them they got to re architect refactor, pay down technical debt, you know, do all this other work. And the product managers, the business stakeholders, well, what do they want to do? They want to get features, right, they want to get more customers, they want to get more new capabilities out to the market, right? And so that’s where their frustration comes in. What we do after you deploy Nobl9, you get your first service level objective. That’s really what our system is all about service level objectives. Once you have these goals set up, what it lets you do is balance between focusing on fixing your reliability issues, or shipping features, helps you focus on you know, staying asleep versus responding. And these goals, you know, it’s really just a matter of understanding all the different systems relative to reasonable goals for the service. And by having that in place, everybody kind of gets to relax. And that’s the I think the biggest thing, you refocus your energy on the productive work that you want to do, as opposed to fixing all that broken stuff.

 

JC: So we know what you do, but how do you do it? Like for example, I mean, you know, software engineers and people in software companies, for example, to you know, they’re like, “Well, yeah, I mean, that’s what our goal is too” so how are you doing what they can do? Why is it that how is engaging with Nobl9 ensure that they don’t have that downtime? Like what is, what are you actually doing for them, whether it’s been integration, is it like a redundancy kind of, you know, backup system that can jump in or I mean, you know, what is it how you doing it? How are you saving their life from downtime?

 

Kit: Yeah, it’s a great question. So the interesting thing about it is, no one can guarantee a lack of downtime. In fact, you know, quite the opposite. In fact, the trick to the whole game is instead of defining reliability goals, what we do is we set unreliability goals, okay? So if you think of it as, instead of saying I want something to, you know, work at least 99.9% of the time, we say, well, 0.1% of error is acceptable to unreliability goal, okay. And that means that over achieving the goal is actually a bad thing as well. And what that lets you do is to define an acceptable amount of error, and then engineer your system for that. And there’s all kinds of interesting engineering techniques, which I won’t bore people with, but you know, kind of summarizing, right, you can add caching so that you’re not dependent on external systems, you can add queues so that you can keep track of the work that needs to be done and process it as soon as it’s available.

 

Kit: You can add retry logic with exponential back off, so try it every hour, or try to every second and then go to a minute and then to an hour and the retries, don’t add up to more load on the system, these techniques can be put in place if you understand the reliability characteristics of the different parts of the system, okay? So what you’re really doing is defining the goal, not just looking at the data, because the data is meaningless, right? I have all this monitoring data. And I’m staring at you know, we call it watching the matrix, remember from the matrix where he’s like, staring at the greens?

 

JC: Yeah all the greens in the screen..

 

Kit: Yeah, we don’t need a better dashboard. Okay, what we need is a system where it has a defined goal. And then if it looks like that goal is at risk, then we alert automation and try to recover, maybe we throw more servers at the problem, maybe we wake up a team. And by having that defined written down goal, as part of the code, right, actually encoded in the application, the system can be engineered to be more resilient. Now, we didn’t invent this set of practices, this whole service level objective, error budgeting, resiliency, reliability engineering, this has been developed at big software companies like Google, and Facebook, and Amazon, etc, all we’ve really done is productized it, we’ve turned it into something that any organization can adopt very quickly, we’ve based it on open source standards, we’ve made it very intuitive to use, we’ve made it integrate with all these different places in the market. So yeah, it’s not a magic wand, you know, just like, you know, the fad diet or gym membership isn’t going to make everything magically better. But it gives you a framework and a set of tools that makes your efforts much more predictable, and much more likely to succeed. 

 

JC: So which types of software companies or any kind of, you know, company in that space are like, Who does this benefit the most? I mean, is it like, server farms? Is it social media companies? Is it like MarTech? Like financial systems? I mean, instead of saying all of them, like give us like, one good example of like, Hey, listen, this company we worked with, or this type of company we worked with, you know, their systems do this, and this and this. So any downtime costs, I mean, we talk on Wall Street, like, you know, who does this really help the most? Because it cost them the most when it goes bad.

 

Kit: Yeah, and getting into some, you know, specific, specific-ish examples, unfortunately, I’m not really in a position to disclose who some customers are. But you know, some of the use cases I think are really interesting. Like, let’s say you were doing high frequency trading, you know, you’re watching the stock market and placing trades, and you do that with very, very high frequency. And what that means is that if your system goes down, while that’s occurring, and it doesn’t have to be fully down, even a small, you know, 50%,30% delay to the latency of that system could have a massive impact on, you know, millions, if not billions of dollars, right, there can be a huge, huge amount of impact, because you miss the opportunity. And the opportunity doesn’t resume, right? And so this is where, when you’re designing the system, you need to think about all the contingencies that would equal that risk. But guess what, we all have limited resources. Even if you’re a giant financial institution, you only have so much time in the day to build software to build infrastructure.

 

Kit: So you need a way of prioritizing, and this is really what it comes down to setting these goals, the service level objectives, SLO, they really set the prioritization. So you can say, you know what, given the challenge, do this, and not that, because it’s going to have a bigger financial impact for us. I was actually talking to a site reliability engineer at a hedge fund. And he told me that there are basically two SLOs. When the markets open, it needs to be 100%, when the markets closed, it can be 0%. And that’s kind of the way to think about the reliability is that it’s not the same at all times, you know, some retailers…well, guess what, Black Friday, you know, the holiday period – significantly more important than the rest of the year. So instead of saying, you know what, the system needs to be up the same level all year, instead, you want to recognize their seasonality, right, that certain days, and certain transactions are more important than others. Another great example from the retail space, you know, imagine you’ve got a website where you can buy some shoes, you like shoes?

 

JC: I love shoes. I use them every day.

 

Kit: You use them everyday, exactly.

 

JC: I’m wearing one right now.

 

Kit: So think about this, you’re going to click on the catalog, right? You’re clicking on the catalog, looking for what shoes you want to buy, okay? And many of these other click this special click where you actually purchase the shoes, right? Put all those clicks in one big jumble of data, you’re gonna see the catalog clicks, which is a high volume, but low value clicks, right? If the catalog doesn’t work, you’ll click it again. Now on the other hand, if you click the Checkout button and it doesn’t work, it’s a very low volume, relatively speaking, right? You might do 100 clicks on the catalog for every one click at checkout.

 

JC: But it’s a high value..

 

Kit: But super high value. Well guess what if you put that on one set of data, and you set a goal for the whole thing, you’re going to overbuild the catalog and you’re going to under build the checkout right? So you get the point. So what we do is we help you divide that into two different sets, we say, Hey, you know what catalog clicks go over here. And we set a specific goal on the speed and the reliability that you know what percentage of the time it has to work. The checkout, we set a different-  set different goal, and we separate it. Now as an engineer looking at the system, I can see these two piles of clicks, right? I can understand them relative to the goal. And if there’s a bug, I can prioritize which one to fix. This is what’s so important is bringing this level of understanding and also connecting it back to the business in the user, the customer, right? How do we know what’s going to cause the customer to complain in the forums can be another great example. There’s a particular gaming company, which offered free user experience and a paid user experience. And they wanted to separate between the free and the paid so that they could create a better experience for the paying customers, get them connected to the servers and everything in a much more reliable way. And encourage the freebie users to upgrade. by managing it with SLOs, they can define these different populations, right, they can define the goals for those populations. And it can set an experience based on you know, the number of servers and the application that drives the right behavior from those end users. Right. So all of this is about connecting the software systems back to the business, right back to the things that actually drive happiness, loyalty, upsell, conversion, retention, right? All those things matter to business users. 

 

JC: Yeah

 

Kit: It’s all exactly right. It’s all about these user experience, and also about the gross margins. Because if we all go try to build the perfect software system, it’s incredibly expensive, incredibly expensive. So this, this is really, hopefully, it’s kind of makes sense. The people who benefit from this concept are struggling with this issue where they’ve got really tough decisions to make, right? They’ve got competing priorities. They’ve got business stakeholders and say, I want it to be perfect. We got to make it completely secure. It can’t ever go down. And then “Oh, wait a second. At some point, I got to make some trade offs. Right. At some point, I got to decide, look, do you need the system to work like Black Friday level every day of the year Really? Or can we maybe save ourselves some money by not building it for those times and reinvest that energy into the times that really matter”, right?

 

JC: Yeah, I like that too, because you can reroute funds where it’s necessary, when it’s necessary.

 

Kit: Exactly right.

 

JC: It’s a blanket statement, you know, you can be, you’re bleeding cash, you don’t even know it, you know, so I like that. And for the audience, just in case, some people don’t know what SLO stands for.

 

Kit: Yeah, Service Level Objective. Okay. And it’s similar, people are familiar with service level agreements. Okay. SLA is a really common thing. And SLO is similar to an SLA, but it has a couple of key differences. Okay. The key difference between SLA and an SLO is that the SLO actually has two goals built into it instead of one. an SLA says I must be at least this good, right? Hey, I want to I gotta get the pizza to the house within 30 minutes or your money back. That’s an SLA. Right?

 

JC: Yeah.

 

Kit: Well, what if the pizza comes within 30 seconds? It’s within the SLA, right? It’s bad for business. What if I designed my pizza delivery company to always deliver pizzas within 30 seconds when the SLA is 30 minutes?

 

JC: Sure.

 

Kit: I wouldn’t be overspending. I’d be hired, I’d be building a pizza places every two blocks, right? Yeah. So what we do instead is we say, look, if I want it within 30 minutes, well, it’s really between 30 and 25 minutes, right between 25 and 30 minutes is what we would do within a slot, we’d actually define like, what slightly overachieving it looks like, and that the gap, you know, between perfection and that that number, we call it an error budget is the amount of error the problem that we’re anticipating, it’s the risk that we’re accepting in the service. And we know that if we set it correctly, we’re not going to lose customers. If I have a 30 minute guarantee, I don’t have to deliver within 30 seconds to keep the business right. And by the way, even at 35 minutes, I got a way out. I come in at 25 minutes every time, maybe I’m cutting it close, but I can run a business effectively, right? Yeah, this is the idea of the SLO. It’s about setting a goal that both comes from the bottom must be at least this good. And from the top, where it should not exceed this level of goodness.

 

JC: So it sounds like you know, you’ve got that old saying of it’s a game of inches, but it sounds like what you’re doing it’s a game of millimeters. You know, like, that’s short, like every little bit counts. And you know, and and but that’s kind of why I see this of what you guys do. You made a game of inches, no game of millimeters to optimize for optimization.

 

Kit: It’s a great way, if I’d never heard of it that way before.

 

JC: That’s free.

 

Kit: It’s like yeah, like that one. That’s great.

 

JC: That’s your one liner. Well, we’re recording this so you got this. That’s great. I’m gonna keep it and well on that note that you know, I’m such a marketing guy, right. That’s how I seem to be the lens because yeah, my agency route 11 years now. So let me ask you the next question, which is, you know, it sounds you guys got a really specific great system in place for you know, software engineers, you know, data farms, maybe you know, software companies, how are you getting the word out? What are you doing for your own marketing? You know, for the audience listening, what have you done that’s worked, what have you done that maybe didn’t work, you know, people kind of piece that together and kind of help them figure out maybe what they could do? 

 

Kit: Well, I’ll tell you one of the things that when you’re marketing to developers, I feel like it’s a very specific challenge. Okay. There’s a few interesting challenges with developers. I don’t know if you’ve worked with developers, I used to be one, you know, they’re very cynical. They want the facts. They want to know what’s really going on. And they have very low tolerance for BS. Okay, right? This is.

 

JC: No bluff, give me the stats. It’s a very logical process with most of them anyway.

 

Kit: That’s right. At the same time, what’s interesting is that every engineer, I know, is interested in learning. They’re interested in problem solving. And they’re interested in building relationships. And so what that leads us to is actually building community building technical community. And that’s where we focused, I would say, the vast majority of our, you know, quote, unquote, marketing efforts has been on building a community around this practice of SLOs. Not the company Nobl9, but the practice of SLOs. And also the broader set of practices around Site Reliability Engineering, or SRE okay, and this is the discipline that we mostly work with. So we created a SRE meetup, which has grown now to over I think it’s just shy of 800 members worldwide, we meet monthly, started at zero about a year and a half ago, and started in Seattle pre-pandemic, and it’s really grown into something pretty phenomenal. We’ve got, you know, great diversity in the group, people from all over the world, you know, we have tried to do 5050 gender balance for all of our talks, a really cool group there, and some great leaders that are helping organize and run that. So that was one big thing we’ve done is build that group, and it’s all about understanding reliability, understanding the practices and challenges.

 

Kit: And in case, we also launched an online event called SLO com, or slow com, and that ended up being a much bigger thing than we expected. And it says slowcom.com. And I was just literally today asked if we were going to do it again next year. And I hope we will, we’re trying to figure out if we can do it, if there’s an in person version, or an online version of it, but we had 50 speakers, seven hours of content, over 1000 people, 1000 hours viewed that content. 2400 people showed up to the event, just an amazingly engaging experience. And we had just such a fun time doing.. Oh, not to mention the 17 sponsors and the media coverage, everything else we got. So really cool thing we’ve done there. And it’s interesting is that if you go on a journey of learning and educating with the people in your community, inevitably, they start to come to trust that maybe you know what you’re doing, and that you can build a software product that solves their problems. And if you’re not pushy about it, and they come to you and they say you know, I think we’re ready, right? We’ve been studying these practices, we’ve been trying to figure out if it’s going to work for us, we think it makes sense. And now we’re ready to get some, you know, professional help supply the platform and get things up and running. And that to me is a very, very honest, fair way to build the relationship is to kind of lead it through the education. You know, we do some of the traditional a little bit the traditional marketing stuff, we buy some search ads here and there. And we have some webinars, things like that. But you know, especially during pandemic, the thing that has been the biggest has been content and community and the virtual events are tough to do, when they’re done in a way that’s really about learning and connecting, it works pretty well.

 

JC: Well, that’s really cool especially that community building part there because a lot of people they look at marketing is very one dimensional, you know, they think it’s just ads or it’s just blogs, or SEO or you know, emails and stuff like that. And what people don’t realize is you can have the outrage, but you know, you want to and that that’s one side you have to because you know, you got to get eyeballs on it, right. But when they get the eyeballs, they got to have something to look at. Right? You got to have a good quality thing to look at once you get their attention. And sounds like you’ve gotten that part. So that’s really cool. So the Future of Biz Tech being the title of this podcast. So we’re going to ask a two part question here. First part is, you know, where’s Nobl9 going in the next, you know, six months, a year, two years? You know, is there any cool features coming out? Any inside scoop that my audience can get? And then also, on top of that, where you know, no company is completely original, my opinion. So I know you have competitors. So between you and all your competitors, as an industry, what you do? Where do you see the industry going in that kind of five to 10 year mark, do you see any advanced, you know, AI or any other or shifts in the market that are gonna affect it? So whereas Nobl9 going in the short term, and where’s the industry going in the long term?

 

Kit: Well, I’m not supposed to talk about our short term roadmap, but I’m going to anyway. 

 

JC: Oh yes!

 

Kit: Yeah I know. It’s so exciting. Well, you know, one of the things about Nobl9, and what we’re doing right now is, we’ve spent the last bit here getting all the integrations and this has been such a big part of our platform is that we know, especially in the software industry, you know, no company can exist on their own, we have to fit into the developers existing toolset, you know, how they check in their code, how they collect their monitoring metrics. And so we’ve been building a lot of those data integrations and partnerships. Well, now we’ve gotten to a point where we have so much data, we’ve built a new capability, that we’ll be launching relative really soon, I don’t think I’m allowed to say the name of it. But essentially, what it lets you do is take all the data from the source systems and auto generate reasonable SLS from the data lets you take the existing data as you have it, and then use that as a starting point. So you don’t have to invent your own goals. It says, hey, look, you’ve been able to perform at this level, we’re gonna go ahead and make that your starting point goal, and you can refine it over time, make it better, you know, or maybe loosen that goal if you’ve been overachieving or getting lucky, which is usually, and that’s going to make productivity go through the roof for taking especially large organizations that have you know, hundreds or 1000s of different services and developers make it so they can get started super fast. You know, right now, developers get up and running in about 10 minutes on noble nine. And if we can do that across a whole organization and have them set up their reliability environment quickly, I think it could be a game changer. That’s one thing we’re working on right now.

 

JC: That’s cool. So here’s something that I’m that and tell me if this is the right analogy to this. So I keep seeing these Domino’s commercials coming out of they have this new thing. So Domino’s I think.

 

Kit: I got you thinking about pizza, I got to think you about pizza.

 

JC: Yeah you did? Because I’m hungry now too. I want pizza. But I remember I believe it was Domino’s who did this Originally, I could be wrong. But back like in the 80s. It was like it was that whole famous. It’s what happened to your door? 30 minutes or it’s free, right? Yep. And that was something they had to create a you know, and there was times you know that there was a big marketing campaign. And they did the math, and they said, Listen, we’re gonna probably end up having to refund X amount of pizzas. But this marketing campaign will get so many people ordering based on that. But they’ll make up for it. Right? That was their plan. Now, they eventually stopped that at some point. But it went on for years, right? It was like a whole thing. And now no pizza company does it really. But everyone still says that because it’s such a famous tagline. Now Domino’s has this thing where I saw them come back into this where they said basically curbside pickup, you pull up in the second you pull up and you hit on the app that you’re there, that if it’s not in your hands within two minutes from like that, they will come out and bring it to it in two minutes, then it’s your next pizzas free right? much. Here’s my question with what you do – this new feature coming out, Is it safe to say that it’s this kind of technology that would allow a smaller company than dominoes with all the resources, or even just big ones like Domino’s or other companies, where your algorithm could say, listen, here’s the window of which this is actually viable? Like, like the software would have told them two minutes is from all the data we have, you need at least two minutes to get out there so that you’re not taking this hit, if you’re gonna give them the next piece of for free, like is it your software? And what’s coming out? The ability to take the data and spit out? Like you said, a service level operation or an operation I’m sorry.

 

Kit: Objective.

 

JC: Objective, thank you. Where it could have been the one to tell them rather than having to spend all this time money experiment, because you know, they probably experimented and these little test markets, right? They probably lost some money here, if I made some money there until they figure it out. But your software could literally tell them that almost on the spot? Is that kind of what you’re going for.

 

Kit: You got it, I mean that maybe not for the pizza delivery scenario. But if you had, yeah, if you had a system, and it was you were asking yourself the question like okay, well, you know, maybe we think we need five nines, or four nines, and people throw around these big numbers, but we just look at the data you have. And we say, hey, look, make it as good as it’s been historically make that the goal, just set a starting point. That’s exactly what we’re trying to do here so that you can look at the data, and we can look at the data for you and just generate the starting point, I suppose. And then you can make it better from there, in this pizza example would be like, you know, hey, somebody has this harebrained idea this two minute, you know, campaign, they run the data and they go, “Oh, I think we only really guarantee five minutes”. Or we could even say maybe a better way to put it right. With the SLO concept. It’s really a percentage, you say, Oh, well, you know, one out of 1000 is going to happen within five minutes. And you know, one out of 100 we can get done within you know, longer than two minutes, right? You can start to see the bell curve, right? Because really what you want understand is the customer experience in a statistical way. It’s not about one customer’s experience of two minutes, it’s what percentage of the time Can we meet that goal? 

 

JC: Yeah and what acceptability is there of not meeting and having to give away that free next pizza?

 

Kit: Exactly you got it. This is exactly the concept of being able to understand what is a reasonable level of customer service. And we do it in a digital context. So if you think about it, as, hey, I want to see, you know, how long should somebody have to wait in the lobby before they get added to this multiplayer game? How long should it take to upload a mobile check and get the cash into your bank account? How long before the email from your trade confirmation shows up? Right? How long should it take to price the discounts on my shopping bag full of clothes, on a retailer website? Right? All of these scenarios are what we’re talking about here. And we’re just gonna make it easier to understand not based on guesswork or wishful thinking, but actually based on the data, right, which is what we want ultimately, what we’re going to do, so.

 

JC: That’s really cool. So I’m gonna ask a question, I usually ask them the beginning, but I am curious. You’re the CEO. Are you one of the founders? And if not, or even if so, what what was your motivation to either join the company or start the company?

 

Kit: Well, I’m technically not a founder, but I kind of get to say I’m like employee one. Some people think I’m the third founder, which is kind of fun, but I’ve known the founders for many years and I had originally planned to join a little bit later. But I came in pretty much right at the beginning. You know, look, I had worked at Google, I worked as a product manager, there I was, I understood how the operations were there, I worked at Microsoft, I wasn’t totally happy with how he did software operations there. And from being in that space for so long, and seeing how people struggle to run their software in a reliable way. Their cloud infrastructure, their applications, their mobile apps, you know, it’s so challenging, and it’s so important. And so much of it has to do with not setting good goals. And when the idea of this company was really about taking this tried and true method that we saw in these big cloud companies like Google, and make it so it was super simple, that it was an easy user experience, it would fit into the way that enterprise developers worked, it would take all the math, and just hide it, just hide all the math, so people can click some check boxes. And guess what all the math just happens, right? Just make it easy. And that concept to me became really, really powerful. And then on top of that, you know, my experience doing developer community working on Kubernetes. And, you know, those kinds of projects. When I was at Google, I love building developer community, I love working with developers, I love helping them adopt new ways of doing things. And to me being able to do that was a really exciting part of of the job. So that’s really to me, I mean, you can tell I’m super excited by it. It’s like building companies from nothing. It’s a fun, and sometimes stressful thing, but it’s really rewarding. Going back to your question, though, about what are the industries going? Because this is an interesting angle too. Okay so.

 

JC: I would like to know, like just said that long term like like sports, yeah. massive shift. Where do you see it? See new technology popping up? And you know, what’s, what do you think?

 

Kit: Yeah, I think there’s a paradox. This is actually to me is one of the most interesting parts of this puzzle. And I think it applies more broadly, because you’re asking about AI, for example, right? There’s this technology space we call AI Ops, right, which you hear a lot of people talking about this idea that you’re going to hand over to your software operations to robots, essentially to AI. Okay. And one of the things that I’m always intrigued with is this thing called the paradox of automation. Now, if you’re not familiar with this, I’ll explain it very briefly. So paradox of automation says that, the more you automate some process, the less humans are involved. Make sense. However, when humans are involved, the criticality of their involvement increases. What does this mean? You’re driving in a self driving car? Everything’s good, right? You’re on autopilot. It’s great. You’re not involved in the driving process, right? Until a, you know, what is it the the Harvest Moon shows up, and the car doesn’t know what it is with the truck pulls out in front of you or something happens, you got to grab the wheel, so you’re less involved, which is great. However, your criticality of involvement goes up to a point where, you know, you can have very severe incidents, the same thing happens in our software infrastructure, and our data centers, and cloud computing all this other stuff. And so when we think about automation, and we think about artificial intelligence, I think it’s really important to put it in the context of the humans in control, and having awareness of how the system works.

 

Kit: And there’s a difference between delegating, understanding the system versus delegating the authority over the system. And so this is one of the I think one of the challenges that everybody in this space, you know, whether you call it DevOps, site reliability, engineering, observability, you know, all of these different areas that are, you know, some amazing companies growing in the space is if they lean too far toward artificial intelligence, in the sense of giving authority, as opposed to getting artificial intelligence to help the humans, right? Build better systems and automation. So the struggle that’s in front of us, and it’s gonna apply to us, it’s going to apply to our competitors, and our, our integration partners and other people, and most importantly, to our customers. Because a lot of our customers are on this mindset that I got to automate everything. Sure, right. I got to automate everything, because I got all these people and I got my cloud operations, and everything’s got to be automated, and the people will focus on higher level tasks, right? This is what the mindset is. And I think that’s true to a point. But there’s a limit. And there’s a limit to how much software can really help us if we don’t ingrain in our mindset that we have to have the visibility, the control. The power has to lie with humans who ultimately, you know, the software is here to serve us, not the other way around. Right? So I guess that’s my dystopian future kind of view. I don’t want to give the power to Skynet, right?

 

JC: I really was just gonna say.. until Skynet takes over, which is we have a whole different issue on our hands so

 

Kit: Exactly, let’s not have that happen.

 

JC: Last question for you. If you if you could pick one book that you’ve read or listened to that you think is an absolute must read for for technology or anything else, you know, what would it be what what book could the audience go pick up the you’re just like, you got to read that book.

 

Kit: Two books popped in my head if that’s the right the one the one book that as a marketer, okay? I think the book Obviously Awesome by April Dunford is probably one of the best books on marketing that I have personally ever read. And it completely changed my point of view and how to position Nobl9. And she also, you know, does speak quite a bit about Tech Stuff too, which, you know, in marketing books, it’s kind of rare. But the one that I was thinking, that’s my like very practical one. The other one I was thinking about, though, and I was I always talk about this to my CTO, Alex Nada, is Zen in the art of motorcycle maintenance. And the reason why is that book to me is about the journey for quality. And to me, this is like, when you look at the higher level pursuits, you know, there’s practical stuff. But when you really think about the bigger picture here of how we want to build businesses, and build quality into our systems and software into our systems, Zen in the art of motorcycle maintenance, to me may have inspired and challenged me more than any other book I’ve ever read about the idea of the pursuit of quality. So there you go.

 

JC: Sounds like something that Harley Davidson would have inspired. You know, because they started off with they got so big, from World War II, actually, by making their bikes, not only quality, but easy to work on in the field, right? And that’s really what separated them from the competition for getting those military contracts was, you know, they’re like, Listen, this is so easy. We can literally show your people how to do this, if something breaks out out there, because all the other ones before you had to contract them to come out and fix it. And it’s like, that ain’t gonna work on the front line. No one’s putting in an order and someone can come up with a toolbox. It’s like, uh-ah, like, you got it. Like we got to do this here. So that’s interesting. I like that. I’ll check that one out. So how can people find you guys online? How can they reach out to you specifically Kit if they have some higher level deal or question?

 

Kit: Well, we’re at Nobl9.com, and I’ve mentioned sloconf.com (S-L-O-C-O-N-F.com), sloconf is our conference. I’m on Twitter at Kit Merker. I’m on LinkedIn, pretty easy to find. But yeah come check us out Nobl9.com and you can sign up for a trial and we’d be happy to give you a tour of the product if you want to see how it works.

 

JC: And it’s noble with no E right? Nobl and then number nine, correct?

 

Kit: That’s right. But if you put in the E, you’ll find us anyway.

 

JC: Okay, so you bought the domain, that’s smart. That’s smart. Well, that’s for everyone out there listening. Again. If you liked what you heard today, be sure to subscribe to this podcast, give it a five star rating put some cool comments in with it. So other techies like us can find it. And we can learn about all these amazing software and services that are out there on the market today and specifically the inside scoop which we were able to pull out of Kit today. So thank you Kit so much for coming on the show. And I look forward to speaking with you soon again, sir.

 

Kit: Thanks, JC It was a lot of fun!

 

JC: Goodbye!

infinityadminEpi. 43: Setting Service Level Objectives to Prioritize and Optimize Software and Manage Risks – Kit Merker, COO of Nobl9
Episode-42-Christophe-Garnier.png

Epi. 42: How To Rent Out Unused Workspace For Profit – Christophe Garnier, CEO of Upflex

Learn more about Upflex at: https://upflex.co/

Find Christophe Garnier on LinkedIn here: https://www.linkedin.com/in/cgarnier/

JC: Welcome everybody to another episode of the future of best tech. I’m your host, JC Granger. I have with me here the CEO of Upflex Christophe Garnier. Christophe, thank you so much for coming on the show. Tell us a little bit about what you do and how does Upflex work.

 

Christophe: Thanks, JC. Thanks for having me. Well, Upflex is a company based in New York City, which we created about four years ago, we are a PropTech company in the flex of space. And what we’re doing is we are helping employers leverage the large available inventory of flex workspace out there in order to provide flexibility to employees. 

 

JC: Okay,so now and you know, the obvious question I’m going to have obviously, you know, because you guys have a platform that- and tell me if I’m wrong here so you have a platform where people who have open space not being used can upload it so that other people can rent it is it is it something like that is like a broker-user relationship platform? Am I getting close? 

 

Christophe: It’s a marketplace. So I guess, you know one of the easy analogy would be, we’re building kind of an Airbnb, for the flex office segment with a class pass kind of economic model to it with a lot of memberships. We don’t do only memberships. Membership is historically the first revenue model for the company and maybe the largest at this point of time. And with a very uber-rich, UX and consumption, kind of interface.

 

JC: Sounds like ease of use then…

 

Christophe: That’s right, we’ve tried to take a look at multiple models, and kind of steal and inspire ourselves from companies that have proven models, proven interfaces and things like that.

 

JC: Yeah, we can always we can use inspiration, we can’t say steal, so inspire. So um, okay, so let me ask you a question. So, you know, with so many companies, you know, we talk a lot about Tech, so we’ll just use tech companies as a example. Tech companies were you know, famous and notorious, for they get funding, they get this big office space, they got ping pong tables, they got arcade, you know, they got open floor plans and all this stuff. And then of course, the pandemic hits, right? People are going remote. There’s all this space just sitting there. So here’s my question. A lot of tech companies are starting to kind of go back to the office in some ways, but there’s a lot of people, they’re gonna let stay remote. Right? So is your, let’s say I owned, you know, a large office space, I had 20 offices, but let’s say only 10 of those are actually going to be used again, because the other 10 people, we have said that they can be remote, and we’re hiring maybe nationally, instead of hiring locally, right? If I have this office, and I got these 10 spaces, and I don’t want to get rid of my whole office, can I kind of upload so to speak, like go on your platform and say, okay, you know, take pictures, and this is the office space and everything. And then people could come in and out and use those office and I make money from that, like, how does that work? If I have extra office space, you’re sitting there, but I don’t want to move? 

 

Christophe: Good question. So let me tell you about what’s the model today versus what’s going to be a model. You know, the evolution of the model tomorrow, what we’ve done with Upflex is we’ve created an aggregator where aggregating, unused and unsold inventory of mostly co working business center and executive center brands. We have over 700 brands of co-working totaling 5500 co-working/business center locations around the world in 1600 cities in 80 plus countries that we are aggregating under one platform and one booking system, right.

 

JC: Okay.

 

Christophe: And so right now, as far as supply is concerned, which was the question the supply is really by 98% of it composed by actual professional spaces that are receiving employers and tenants on a very specific economic model, because that’s what they do for a living right? Tomorrow, I mean, in the future, we do want to leverage the platform that we have, in order to start rewarding different types of inventories and allowing the startup or corporate that doesn’t use its office anymore to become a host, just like Airbnb. It’s gonna to be possible. But we are going to defer that in time, based on you know, different dynamics of the market related to supply and demand. Right now, we don’t think that we need to do this yet because there is a ton of supply from inventory. partners that we have, but that’s definitely something that we’re already in planning to launch sometime.

 

JC: Got it. Okay, so you have a phase one and phase two, your phase one is essentially that you’ve got you know, we work you’ve got Novel, you’ve got Regis – all these big companies have tons of space. They’re not selling them. So you’re saying, hey, what’s that?

 

Christophe: Not Regis.

 

JC: Oh not Regis. Okay, well, but but those types of companies. You got all these companies that have a ton of unsold space and you come in and say, listen, it’s still unsold. Let us do it, you know, kind of like a like a hotels.com, in a way, right? They try to offload that unused or unbought Hotel inventory. Now theirs is more on a timeline where yours maybe isn’t. But so you’re creating, you have a platform where I can go in so for example, we have some remote workers, right? I can go in, I could say, Okay, I can use it for maybe it’s something as small as a meeting, I imagine. But it’s something is maybe more long term. If I have, let’s say, a salesperson in New York, where you guys are I’m actually I do have a salesperson in New York, where you guys are some asking realistically here. And let’s say he want to have some meetings, I say, Okay, I can go rent through your platform, an office for him to have that he can go back and forth to to have meetings and things like that. I could do that from Denver, where I’m at, right? Is that kind of what you’re saying? I could go in and I can go to your platform and and pick where I want and I can is there short term long term? How does that work?

 

Christophe: So one, we’ve got multiple inventory types on the platform, we’ve got desks, private offices, and meeting rooms, those inventories can be booked for a day pass for a week, for a month, or for multiple month engagements. So very flexible. The way to consume it can be via our app, open an account for yourself and your team. And then you can configure on your platform as an employer, the way you want your employees to be consuming, whether it’s a credit to buy and that’s a credit for the whole company to be used against any inventory type at any time. Or you want to adjoin some very, very specific memberships to employees, you can do either or.

 

JC: Ah so they can pick on their own right? So my sales manager, he could just, I could set a permission. And he can just say I want this one on this day. And it just comes out of the account basically right?

 

Christophe: It depends on the account, if you haven’t created base account, or you’re just going to have access to whatever membership your employer as a point to you. If that employer has fixed memberships for you know, certain employees.

 

JC: Got it, now that’s cool!

 

Christophe: And then the employer can actually do a mix, he can have a pool for these employees, because he doesn’t know really, when they’re consumptions that bit about. And he can also have memberships for this other group of employees, because they might be you know, power-users. 

 

JC: Yeah, like for example, yeah, I like that, because it empowers them to do it on their own if they need to. And then the company can decide maybe, well, we only want these types of places because if you’re going to be, you know, presenting on our behalf, we want it to look this way or whatever. But if it’s like oh, hey, we don’t really care, you guys can pick. So I like that it’s flexible like that. So who’s your perfect client? Like right now, if you had to pick, you know, I know you can do for any company, but like, who do you find gets the most use out of your particular model, right now, while we’re trying to come out of a pandemic?

 

Christophe: So it’s interesting because it has changed tremendously during–because of the pandemic. Before the pandemic Upflex was this small startup trying to figure out a way to create a cool benefit for forward thinking and nimble companies that wanted to provide a better quality of life to their employees, make them more flexible, and give them more choice. And so that’s what we were targeting. We were targeting startups and fast growing companies and SMBs and things like that. And we were onboarding quite a few companies like that when the pandemic hit, and we lost everyone. We lost all our customers, and the demand being reduced to zero. At that point. We also saw that the demand was suffering, obviously, but our supply partners were also suffering because they were losing everyone. That’s when we created an endeavor called safe spaces.

 

JC: I’ve heard of this. Yeah, I was gonna ask you about that. What tell us about safe spaces. How does that work?

 

Christophe: So safe spaces is basically an endeavor we created internally by hiring an epidemiologist that worked with the CDC, and we created a protocol and the goal of that protocol was to create a suite of guidelines that the spaces could follow in terms of cleaning and hygiene and health, in order to earn a stamp, that would say that that space is taking the right measures in order to welcome people, you know, in a health and safety manner during the pandemic. And that allowed us to grow from 2500 spaces to 5500 spaces during the pandemic, so the demand was dying, in our business – dying out, but we managed to leverage the safe spaces and never to, you know, skyrocket the size of the network by trying to be useful to our space partners, by creating that endeavor, in order for them to exist, in order for them to tell their members and the prospective clients we’re doing something. And we’re becoming a part of this coalition of workspaces around the world trying to, you know, be of service in a safe manner. It’s been great and we created a lot of marketing around it, it allowed us to not only get that new size of the network, but also to get very large companies to knock on our door.

 

JC: So yeah, I mean, especially now that because they wanted to be able to be in an office, but you know, they had, they had to, obviously consider health protocols and, and insurance, they don’t want to get sued for putting their employees or their prospects or clients into a, into a health risk area. So that’s a really interesting pivot.

 

Christophe: It was actually twofold, those companies started contacting us because one, they love the safe spaces, and never and because they needed to, obviously, for liability reasons, make sure that their employees were going to be hosting in a safe manner. But two, because of the size of the network now had grown to a much, much bigger level, be medium to large sized to, you know, very large enterprises as customers started being interested in our network because we provide something called the one MSA one contract-one bill feature, which allows for a large company to have just one contract with us and have access to 5500 co-working locations across the world through one legal agreement.

 

JC: Yeah.

 

Christophe: This is the procurement dramatically, and allows us to, you know, streamline their procurement process and act as a clearinghouse for all the money flow define the process of together.

 

JC: Yeah, it sounds like a win win win, right? I mean, the suppliers, they’re hurting, you can go out there and bird dog for them and get more people in there – all be applied at a discounted rate from there, and but that’s higher than zero. So they can offload some of that on you guys obviously.

 

Christophe: And also what’s interesting, and I’ll finish there, what’s been interesting is to see that now, some of those smaller (inaudible) players that couldn’t before work with (inaudible) enterprise companies now have a new flow of users and visitors that are coming from some of the largest companies in the world.

 

JC: So out of curiosity, then you obviously you pivoted, you created safe spaces, which was really smart during the pandemic. How did you I’m a marketing guy at heart, right? I have an agency, that’s all we do. I’ve been doing for 20 years, or more. So I always have to ask question, you know, what are you doing marketing wise, like, how do people even hear about you? What are some of the cool marketing things you guys are doing that are successful? And then maybe what are a couple that maybe didn’t work out so well?

 

Christophe: So I’ll be honest with you, we’ve been investing a lot into technology, we have a great technology platform, very robust, very well architected, there is a lot that we are, we’re doubling down on technology now, even more. And the second thing we’ve invested a lot is in the network, the size of the network, and the inventory. But we haven’t done much marketing. Aside from the safe spaces endeavor, which has been kind of our baby for a bit. We haven’t done much in marketing, we’ve been trying to have a limited amount of customers to really understand what works, what didn’t leave for we, you know, start really going aggressively after more customers. I think we are starting, I mean, we actually hired the head of marketing just like a few days ago. So we are going into that right now.

 

JC: Yeah, good.

 

Christophe: That’s gonna stop now. And it’s just going to stop now because he didn’t really make sense to do it before and also because of the pandemic and the variant and all that. But we are getting ready for a full scale marketing campaign that’s going to take time to build this is gonna be a multi channel thing is going to be International. And so we’re going to start really seeing the fruits of this in the next few months.

 

JC: Well it sounds like you gotta have a pitch either way. So let’s pivot to something else here. You already touched on it earlier a little bit, but two part question; being the Future of BizTech, as the title would imply here, where do you see, I know that you touched on this a little bit. But again, to reiterate, where do you see A- where do you see Upflex? going in the next year or two, or three? And then also, where do you see the because you know, you have competition? You’re not the only company that does this. So where do you see all of the companies like you? Where do you see that going in, you know, five, six years as their technology, you think that’s gonna come out? Is there a certain type of model now with what’s happened? That’s gonna be more successful? Just where do you see the future of all this?

 

Christophe: Yeah. Well, you know, we’ve already evolved a lot. And from what we thought we were creating, initially, and I don’t think it’s the end of the, you know, it’s the end of that process of figuring out who we are, and what is our purpose. But I think what we are trying to do is to become more and more of a technology company rather than a service company. Servicing clients ourselves, is not necessarily something we are good at doing. And that we want to do, eventually, we’re trying to build more technology components that will allow us to actually plug into bottlers that actually aggregate that demand and have that perspective of being a stripe or an Intel inside of the flex surface industry in order to empower companies that actually are the true service providers and the true demand aggregators out there. So I think that’s where roughly who we are trying to be. Right? If that makes sense. As far as the industry is concerned, I think, number one, it’s a fascinating time to be doing what we are doing. And I mean, we the technology, flex player, you know, such as, also the data centers and the best parts of the world and, and hopefully, in the UK, and all those companies are creating fantastic offerings. And I think we’re, you know, I think we’re all very passionate about what we do, because it’s such the right time to be doing what what we’re doing here.

 

Christophe: There’s going to be there is changes operating right now, in the way people consume workspace, obviously, at scale. And we still don’t have answers on how we’re going to be using space in the next year, two years, five years. So all we know is that flexibility is going to be, you know, Top of Mind, for all employers out there. And it’s going to become really a competitive advantage to hire and retain great talents. And so I think we have a huge opportunity in understanding the crossover between prop tech, and HR, and figuring out how we can be useful to those companies in creating assets that allow them to do to to create better life environments, and better work life balance for their employees, we’re eventually going to be those companies, we’re going to, we’re either going to empower, you know, some of those largest companies that are servicing those employers, or maybe some of those tech companies will be able to replace some of those those service providers and components, there will be two categories. As I said, well, if we Upflex will be on that category of being a technology provider, rather than replacing anybody out there. But you know, a lot is still to be defined in terms of, you know, usage habits and consumption before we can say exactly where we will be.

 

JC: Sure. Okay, well, let me ask you this. You’ve been in business a long time, who is probably the most like inspirational or influence on you personally, when it comes to business. You know, is there an.. did you have a mentor was there an author that you read him, he kind of just like what who out there was it was a big driving force in who you become today with what you’re doing?

 

Christophe: I’ve had few mentors throughout my career. And mentors change with time. I actually have one mentor, who’s been with me for 23 years.

 

JC: Wow.

 

Christophe: He was my first boss and CEO back in 1999. And I still, I still talk to him from time to time for advice. But I tend to not be fixed on just one mentor or two mentors. I have different people in different advisors that I go to, and I have been, you know, cultivating new relationship with new mentors every time I have a new obstacle or a new a new issue to resolve. I’d like to try to continue evolving with different feedback as I develop in my career.

 

JC: So it’s funny to say like an old boss, I have an old boss too, that I still talk to every now and then I’ve owned my company for 11 years, you know, it goes far back. But, you know, there’s definitely a benefit to especially if someone just kind of you met, you know, the had that influence on you realize that they just got it right, you know, especially at a time when you didn’t know anything, right kind of thing. So I think that’s really cool. That is one of your old bosses, because I’m similar. I have one that I keep in touch with every now and two. All right, last question here then is, what advice would you give to the audience based on your experience with your company from how maybe you had to pivot? You know, things like that? I know, that’s really hard for companies to do. But if you had to give one piece of advice to the audience for just from your experience, and what’s all been happening, what do you think that would be? 

 

Christophe: Whoa, giving advice to the audience.

 

JC: I’ve put you on the hot seat. So that’s..

 

Christophe: I mean, you know, I think I still have a lot to learn. And so not so much in position to give advice to anyone, I’ll just say that, you know, when you’re an entrepreneur, and you’re passionate about what you do, it’s very easy to just get caught up, it’s important to always take a step back and try to see what’s out there. I’ve been, you know, you’re talking about mentors, something that I’m doing more and more is just to ask for advice around and surround yourself with the right people. This certainly the most important thing that, you know, over time, I feel I’m doing better and better is to run myself with good people, you know, reliable people, and the right people for the business because you can’t come up with everything.

 

JC: Yeah, I like that one. I always tell people, if you’re the smartest guy in the room, you’re in the wrong room.

 

Christophe: That’s right, exactly.

 

JC: You can’t learn anything. So how can people find, so tell people real quick, how can they find Upflex online? How can they find to maybe reach out to you personally, if they’re a bigger company who wants to do some sort of deal? How can people get to you in the company?

 

Christophe: So Upflex.com all the information is there “U-P-F-L-E-X” .com. We also have an app, which you can download on both the App Store and Android store. And if you need any further information, you can email me at Christophe C-H-R-I-S-T-O-P-H-E  at Upflex.com

 

JC: Perfect, perfect and for everyone listening out there. Again, if you liked what you heard today, be sure to subscribe to this podcast, give it a five star review, preferably with some writing behind it that always helps with the rankings. So the other techies like me, and you can find it enjoy all these amazing helpful b2b softwares and services on the market today just like Upflex. Christoph, thank you again, so much for being on the show. And I plan on actually doing a little deep dive into your website here soon because we have remote people too. So this could be a big deal for us as well.

 

Christophe: We’re super happy to set you guys up. No problem.

 

JC: Wonderful. So talk to you soon.

 

Christophe: Thank you. Bye JC

infinityadminEpi. 42: How To Rent Out Unused Workspace For Profit – Christophe Garnier, CEO of Upflex
Episode-41-Steve-Grubbs.png

Epi 41: Expanding the Future of Education through Virtual Reality Learning Spaces – Steve Grubbs, Founder & CEO of Victory XR

Learn more about Victory XR at: https://www.victoryxr.com/

Find Steve Grubbs on LinkedIn here: https://www.linkedin.com/in/steve-grubbs-4708825/

 

JC: Welcome everybody to another episode of The Future of Biz Tech. I’m your host JC Granger. I have another fantastic guest on the show today. And listen, if you end up loving this episode, please show your love by, you know, following subscribing, you know, give a five star review preferably with something nice maybe about what you heard on the episode because that is how techies like me and you find podcasts like this. And today I have the founder and CEO of Victory XR with me, Steve Grubbs. Steve, thank you so much for being on the show. tell the audience a little bit about yourself. And what is it that Victory XR does.

 

Steve: So I’ll start with Victory XR. So Victory XR is a company that creates curriculum and more interesting, a synchronous learning spaces in virtual reality. And we can break that down a little bit later. But we believe that the future of education rests in the type of work that we are doing. And we hope to play a major role in the future. As for me, I am a founder of multiple companies, I enjoy companies that are sort of on the cutting edge of technology back in the late 90s. I started building websites and then e commerce and then mobile apps in ’09. And so you know, because I have a particular interest in education and I love technology. I married the two together and we founded Victory XR.

 

JC: That’s awesome. So who is your, like, perfect client? You know, I mean, if you know who is this really for?

 

Steve: Yeah, so could be a high school, middle school, or college or university Higher Ed. But also homeschool parents frequently buy our curriculum, and also will provide the headset, so it’s an all in one package. And by doing that, you know, we solve a lot of problems for any of them. So for example, take Fisk University and HBCU in Nashville, Tennessee. They don’t have a medical school, but they have Pre-med students who they were sending to Vanderbilt for certain classes. So along with our partner, T-Mobile, and HTC Vive, we built them a cadaver lab, and a cadaver lab that now other universities and colleges are buying. So it’s pretty cool. If you stop and think about it, most people have probably not had their hands in the human cadaver, thank goodness. But apparently, if you are going to be taking care of other people as a doctor or whatever, it is important. So what we did was we built a human cadaver with the organs inside. And so now students will put on their VR headset gathered in the cadaver lab with their instructor, even though they may be in different states, and the instructor will do traditional teaching about human cadaver. See, imagine your professor taking their hand, putting it down into the cavity of the human cadaver and pulling out a human heart. And now that, you know, this particular professor will teach about it, and then hand it to the student to his or her right, that student might be 1000 miles away. But in the cadaver lab, they’re right there, they take that heart. And as they do they feel the touch of it through through the haptics that are built into the program.

 

JC: Oh, wow!

 

Steve: They take that heart, look at it, examine it handed to the student next to them. Now that student says okay, I don’t want to just look at it, I want to step inside this little heart. So they take it and they expand it. Seven foot tall. And then they step inside the human heart, the instructor steps inside, and they look around and they learn about the cavities and that type of thing and they shrink it back down, hand it to the next.

 

JC: That’s a huge advantage. I mean, obviously, you know, in some cases, you could say, you know, you can never replace the actual touch and feel of one. But what you’re talking about is in the education process, not only do you get to you know virtually have have more people come in and get that education, but what you might lose in the physical realm of it, like the little things about, you know, feeling and whatnot, you can gain by like you said, you can expand it and walk into it. You can’t do that in real life, or they can’t do that with a physical heart. And this gives that point of view of the understanding spatially of where things are, is that kind of like where you guys are going with this, you know, having that advantage of the technology to give different angles and ideas of anatomy or just or whatever it’s being applied to?

 

Steve: Yeah, that’s exactly right. If you think about it, there are advantages and disadvantages to both. You know, one of the significant advantages is it’s dramatically less expensive and reusable. And there are no issues about needing people to die to to get one. So that helps. But beyond that, there are other very significant advantages. So for example, in the musculoskeletal part of this, the student can remove every single muscle in the pecs and the you know, the facial muscles and the muscles on the fingers and remove them all and then put them back together. And and if it matters that you know where each of these muscles should be, maybe you’re studying massage therapy, or maybe you’re going to be an orthopedic surgeon, either one, you need to know about the muscles. But this can be done and it’s something that cannot be done. On the real thing you can’t just remove the muscles, you get them and then put them back. So yeah.

 

JC: Yeah that’s incredible.

 

Steve: Yeah, it’s a great exercise to both learn and to understand. And because we have haptics as a part of it, there is that sense of touch when you are learning in the human cadaver lab.

 

JC: So let’s switch a little bit here because you said something earlier that I liked you were talking about for like homeschool parents right now. That’s more B2C side. In this podcast, we typically talk more B2B, but let’s talk about it from the B2B angle. Tell us a bit about our schools or school districts – are they you know, kind of leaning into this, you know, are you speaking with, you know, the corporation or, or like, you know, the the organizations in order to provide this as an opportunity for parents who maybe have issues with, you know, sending their children to school with COVID, or maybe just in general, they like homeschooling their children, but they want to be able to give them a little more impersonal thing, you know, what does that been like, trying to pitch, you know, these organizations, or the school districts or schools themselves higher education or not, as far as adopting this in a way where they will allow students to inbound from it?

 

Steve: Yeah, so first of all, a lot of B2B parents now have their kids at home, right? And they’re trying to figure out how do I put them into a classroom with the teacher when they’re sitting in the room next to me, or maybe in the room that I’m in. So that has, this has become a solution for many of those parents. So that’s, that’s number one. Number two, there’s two models that schools in higher ed take with this. So for example, at Morehouse College, the students will check out the headset at the beginning of the semester and return it at the end of the semester. And so then from home, or whatever the case might be, they can put on the headset, and they can enter class with other students. At Fisk University where they have the cadaver lab. Instead, they keep all of their headsets together in one location on campus, that when students come in together now put on the headset, and they explore the cadaver lab together in the same room on campus. So different approaches and you know, I think they both have advantages, but but that’s how schools are approaching it. And and the other thing is, if a student does get to check it out for this semester, you might not have one for every student to check out. But you might.. so I can remember when I was in high school, my best buddy, came down with mono. And he was not allowed to go to school for like three months. And so I think it’s different these days. But still, there are illnesses and sicknesses that keep children out of school all the time, and especially last year, but even moving forward. So to have a set of headsets, the students can still step into classes with live teachers and other live students, the social while you may be confined at home. It’s a great solution.

 

JC: Well that’s fantastic. So let me ask you a question here. So I was going to ask this question. I’m a marketing guy by trade, right? So I see through this lens of marketing, especially when it comes to B2B. So what types of marketing are you doing to get your VR company into organizations or schools and whatnot? Also, is there any government style applications who they’re going after? Are you trying to stick into that education industry? So you know, what are you doing for outreach? You know, because this usually helps our listeners who have their own businesses, as well to kind of see what’s working, what’s not what gives them ideas.

 

Steve: Yeah, so great question. And I’m a marketing guy at heart as well. So first thing is thought leadership, I write columns on medium that are cutting edge that sort of pull back the curtain and help people understand what is coming. And so once I have an article on medium and creating great articles, great thought leadership requires more than just words. You know, we integrate a lot of great images, we’ll integrate video, we link to people and things. So they’re dynamic articles, then, of course, we push those out through LinkedIn, our email list of 30,000 people, Facebook, etc. And sometimes I will boost them so that people see them. Because, you know, my thought is we want customers at the bottom of the funnel, more than the top, you know, if they’re just, if we call up a school and say, Hey, have you ever thought about VR?” And they say no. And we say, “Well, we’d like to show you because we think you’ll think it’s really cool”. We show up and they do think it’s really cool, but they’re at the top of the funnel – they’re a year to two years away from pulling the trigger. So right now, as a startup, we need quicker sales than six months, a year, two years. So we tried to find those. So if I can show 30,000 college administrators an article about Fisk University’s cadaver lab, and have those 30,300 of them, click through to read the article. And of those 300, 150 of them complete the article. Well, then at the bottom of the article, they have an opportunity to reach out to myself or others on our team to to learn more about this particular solution. And so you know, that if they click through and they get to the bottom of the article, it might only be 150. But that’s a pretty good lead generation process. And even more, no matter what, they walked away with a lot of very good information, the article is not salesy. The article is really just pure, entertaining information. And so that’s pretty powerful. Beyond that, I have a full time videographer, and we produce at least one promotional video each week. And so of those, we push them out through all the various channels, of course, we hit YouTube, we have a software program that helps us to optimize YouTube, which is very important. And you know, as you know, once it gets on YouTube, then if you have optimized it for search, then it’s just going to always be ringing up new views. And every time it rings up views, A – you build brand, B – you have the potential to build leads. And so you know, we have global customers who reach out to us and fill out our little quick quote, form. So you know, on our website Victory XR.com, you’ll find very easily a quick quote form. We don’t ask a lot of information, name, email, phone is optional. And then just a little box, what do you need? How can we be helpful. So we want to make our quick quote, form the hurdles as low to the ground as possible. So there are very few friction points on them clicking the submit button. So you know that there’s more than that, but, but that’s a pretty good start to the types of things in our LinkedIn strategies, fairly extensive, as well.

 

JC: Good, see I love LinkedIn, I’m a big fan of LinkedIn, especially in the B2B side, you know, that’s where the market is. And if you understand you know how to talk to people and you do your process, well, it can be really lucrative. So again, with the podcast being named The Future of BizTech, let’s talk about the future stuff here. So first off, what are some things that victory VR is looking for in the future? What are you guys doing here in the next, you know, six months to a year to two years, where’s the future of your company going, specifically, any new hardware coming out, any new software stuff, any new, you know, demographics are gonna be going after?

 

Steve: Sure, there’s a lot there. I’ll talk about some of the really big stuff. First, you know, we currently we’re primarily in virtual reality headsets, and we do some phone-based augmented reality. But with the number of new augmented reality glasses that are coming out, we expect that 2022 will be the year that we roll out with some major corporate partners, our augmented reality learning lesson, so you know, might be a cadaver lab, it might be a, you know, for example, one of the fun things that we have another non-education company that works in AR-VR called chalk bites. And so one of the things that we’re currently talking to a municipality about his, if you use your phone, or you put on the glasses, when you look at an old building, like you hold it up, or you the glasses, look at an old building, it shows you the historical view of that building from 100 years ago.

 

JC: Oh, wow.

 

Steve: Yeah. So it’s a cool way to tour, do history tours of communities, or whatever the case might be. And you know, because it’s AR, you know, you take it off, there’s a new one, you put it on, oh, there’s the old version, so you can see the old cars and that kind of thing. So, there’s a lot of that there’s, you know, our short term roadmap includes what we expect to roll out in September is our civil rights journey. So students will have an opportunity to tour the slave ship La Amistad with the slaves in the cargo hold so that one of the things that we believe is important about virtual reality is the chance for students to make an emotional and empathetic connection with history. So you know, when you were a kid, and you read about slavery it’s like, okay, that’s, that’s bad. But when you can really feel that impact and you understand it to a deeper level, you have greater empathy, and we think that’s important. And then the journey continues on to the Underground Railroad, and then finishes up on Edmund Pettus Bridge in Selma, Alabama, where of course the Civil Rights marches from Selma to Birmingham began. And that’s where the song Bloody Sunday from YouTube comes from. And so the students, all of these headsets, from the same class where they can be in different parts of world can all hold hands and March across that bridge together, just like in 1965. So that’s the type of thing that opens up a lot of opportunity for learning and understanding history. And we do the same thing with lots of types of history as well.

 

JC: Well, that’s really cool. Let me ask you then about the industry in general. So we know, you’re obviously taking more an educational angle to it, right? Where do you see VR, in general, going, let’s say even in the educational space, or even just in this kind of remote work type of space, in the next, you know, two to five years? Where if you had to guess, where are you seeing those, those trends?

 

Steve: So the world of simulation will become a big deal and workplace training. So if you think about it, we all fly. And We sure hope that our pilot was successful with the airline simulator before they got the pilot’s seat. So but also, if you stop and think about the piece of equipment in the American workplace that causes the most damage, both to humans and to property, is the forklift.

 

JC: I was just gonna say that, yeah. And only because you see some of the YouTube videos of it going bad, like security cameras.

 

Steve: Yes, that’s exactly right. And so we built a forklift simulator. And it’s based around the, you know, the federal standards, the OSHA standards, but even more, you know, you got to learn how to drive it yet learn where all the safety equipment is, and then you have to pick up some pallets and safely put them away. And we’re in the process of gamifying that so you and a partner can race through the warehouse, but you lose, you gain points by successfully putting cargo away, but you lose points by breaking safety violations.

 

JC: ..yeah or dropping stuff. Yeah.

 

Steve: Hitting people running over people, you know…

 

JC: So that’s really smart. That’d be really big in the warehouse industry. I could see that being huge, especially from and I bet insurance companies would really wouldn’t really promote this, because, you know, they don’t want to pay out, they can avoid it. So, you know, you could probably even get them to help promote you and into these companies that they’re in because, you know, they want these forklifts to not, you know, fail and hurt people and stuff, you know, and obviously, companies don’t want to deal with that either. You know, I mean, that’s a huge toll on them, manpower wise, money wise, you know, and just even just that ethical and moral, emotional toll it takes when, you know, one of your people is hurt, you know, and maybe could have done something. So I think that that’s fantastic. I really liked that angle from the corporate side, because, uh, you know, companies like Amazon might take on what you’re doing right there, you know, because I’ve got tons of stuff in there. So that’s really cool. All right, personal question, right? We’re gonna bounce to something outside of work just for a second here. What did you want to do when you were a kid? Like, what did you want to be when you grew up? And then and then like, how did that transition to what you are now? Or is it the same thing? Right, you know.

 

Steve: So it’s interesting, when I was very young, I was an entrepreneur. And then when I got into high school, I decided I would like to be President of the United States. So as a young man, I got into politics, ran for the legislature, was elected and became chairman of the education committee, and passed the first technology funding bill because I was always about technology. And so we hooked up all the schools to the internet and few other things. But I ultimately came to conclude that it is a very slow and arduous process to make change in the world, through politics. And I came to conclude that I will make change a lot faster, if I can change things as an entrepreneur. And you know, I always ask people when they think about that, because most people expect government to make positive change. But then I asked them, you know, who has done more to address pollution and climate change, a world leader or Elon Musk?

 

JC: Got it. So it’s gonna be your your corporations more or less just because they specialize that they have the.. they don’t have to ask anyone for the money. They already have it.

 

Steve: They can move more quickly.

 

JC: Yeah, faster. Hmm.

 

Steve: And so I know that what we are doing, the entire world will learn at one level or another through AR VR within the next five to 10 years. And it might just be a footing, dipping your toe in the water. But it might be like American High School, where they have opened the world’s first global virtual reality High School and students from around the world put on their headsets and they go to class in this virtual reality high school now. So I know that this is going to happen. And I know that we can be a catalyst for positive change. So I know that we can continue and we can make those lots of positive change and the world will be, it’ll bring greater equity because it’s more affordable to learn this way. And I know people say, Oh affordable, there’s got to own these headsets. But if you stop and think about it, a VR headset costs $300 – a really good one, this iPhone of mine cost $1200. So at 1/4, the cost, and almost not everybody spends $1200 on their 

 

JC: Sure

 

Steve: But I can go to Africa. And most people now have phones. And it doesn’t matter where you go in the world, people have phones. And so technology when it becomes important enough people adopt it.

 

JC: Now I agree with that. And of course, obviously, then you know that the cheaper it gets to the more people that buy it, the more volume the cheaper gets, you know, the better technology and then it compounds on itself. So last question for you. What’s the best piece of advice that you can give our listeners today, just from your experience in business? Or what is the best advice you were ever given? for being an entrepreneur in business wise?

 

Steve: Yeah, here’s a couple of rules to consider. Rule number one, that the law of small numbers, so people don’t, don’t think about this enough. So if if I capture 10 minutes of downtime, while I am in line waiting for something, and that 10 minutes of downtime is not flipping through my Reddit. But it is actually, you know, launching a new marketing campaign on my LinkedIn or my Facebook, that only takes 10 minutes to do. And I get it done. And instead of wasting that 10 minutes, I grabbed it, and I used it, it’s like building a brick in a wall. And let’s say that you have that opportunity four times a day. So 40 minutes a day that you reach out, you capture, and you put it towards building your company, well, in 10 days, that’s 400 minutes, in 100 days, that’s 4000 minutes, and then a year, that’s 12,000 minutes, that are now building your company, because you captured a small piece of time, and you use it productively to build and move to the next step. So that law of small numbers adds up.

 

Steve: Same thing with expenses, it’s the same thing with employee productivity, you look for the small things that are costing you at the margins that are happening over and over and again, then you have to train your people to understand that this matters. So that’s rule number one. Rule number two is, and this is a little different, but I believe in trying, not putting all your eggs in one basket. In other words, like I always read like, Oh, you know, I maxed out my credit cards, and this one big idea. And if it didn’t happen, then then nothing was going to work. You know, I like to put a little bit of money in 10 ideas, test them all. And the one that works all the money and put it in there. I’ll do the same thing with marketing with ads, I’ll start five ads. And three days later, I’ll shut three of them down, and I’ll shift money, but the two that are working. So those are two things that to me, matter. Try not to put your eggs in one basket because most gambles fail. But small bits

 

JC: Well, I love the advice and for everyone listening out there. Again, if you liked what you heard today, be sure to describe to subscribe to the podcast, give it a five star rating, so that techies like you and me can find it. And if you’re in the B2B software or services space, and you’re struggling to drive consistent laser targeted leads for yourself or your sales team, be sure to reach out to my agency infinity marketing group, because that’s what we do our website’s, www.InfinityMGroup.com. Or you can call us at 303-834-7344. We are based here in Denver. Steve, thank you again, so much for being on the show and sharing your business expertise with us and what you guys are doing there. How can our listeners reach you guys? If they want to either reach you personally or your website so they can go and check it out? How do they contact you?

 

Steve: Sure email me directly Steve@VictoryXR.com or visit our website. VictoryXR.com – very easy

 

JC: Awesome and then are you Steve or Steven Grubbs on LinkedIn, because you mentioned LinkedIn a lot so..

 

Steve: Yeah, that’s right. I’m Steve Grubbs on LinkedIn.

 

JC: Awesome. Thank you so much for being on the show. Steve. I look forward to speaking with you again soon.

 

Steve: Thank you, JC

infinityadminEpi 41: Expanding the Future of Education through Virtual Reality Learning Spaces – Steve Grubbs, Founder & CEO of Victory XR
FutureofBizTech-SquareGraphic.png

Epi 40: How to Improve Your Marketing Analytics – Dan McGaw, Founder & CEO of McGaw.io & UTM.io

Learn more about McGaw.io at: https://www.mcgaw.io

Learn more about UTM.io at: https://www.utm.io

Find Dan McGaw on LinkedIn here: https://www.linkedin.com/in/danielmcgaw/

JC: Welcome everybody to another episode of the Future of Biz Tech. I’m your host, JC Granger. And I have another fantastic guest on the show today. And if you end up loving this episode, please show your love and appreciation by following this podcast wherever you’re listening, be sure to give it a five star review, preferably with a cool comment, because that is how other techies like you and me find cool podcasts like this. So today, I have the founder and CEO of McGaw.io, and UTM.io, which we will talk about, Dan McGaw, thank you so much for being on the show. Dan, tell the audience a little bit about yourself. And what is it that you guys do?

Dan: Yeah, well, thanks so much for having me. And thanks, everybody, for listening. I’m Dan McGaw, the co founder of McGaw.io and UTM.io.  You know I’m a marketing technology and marketing analytics executive, I’ve been at this for over 20 years. So I got my start back in 1998, sending mass emails since before there was mass email. So I’ve just been around for a long time doing this type of stuff. Before starting these companies. I was the head of marketing at kissmetrics, one of the pioneers in marketing analytics. So I’ve just been around the block. I’ve seen a lot of cool stuff based here in Orlando, Florida, where it’s a super, super hot day today. But you know, I wouldn’t live anywhere else, so..

JC: That’s awesome. You know, it’s funny, you bring up email, which we’re gonna come back to here and a couple questions. But the first thing I want to ask is, you know, let’s talk specifically about UTM.io. What is UTM.io you know, who do they serve? Like, who is your perfect client? And what problems are you solving with that software?

Dan: Yeah, so UTM.io is a campaign link management products. So basically, whenever you’re making campaign links, whether they’re going to be an email, they’re going to be in social media, you’re going to put them on a billboard, right? Any of those campaign links, you basically build inside of our tool, and then you’re able to use them wherever you want. You know, we typically I mean, we work with all sorts of companies. So our freemium version, which is unlimited free, is super awesome. So we have 1000s, and 1000s, of users to use that. So from small agencies to freelancers, even big companies that still stay on the free one. But we primarily sell to large companies. So where I spend most My time is working with big multinational billion dollar corporation marketing campaigns that they need to be ultimately able to track. And the real purpose of UTM data was making it so that anybody on your team, whether it’s a small team, or a large team has the ability to build UTM tagged links, so that way, you can effectively track your marketing efforts. Because if you’ve ever made campaign links, and you’ve used UTM codes that go on the end of the URL, even capitalization will throw things off typos, will throw things off. So making sure your entire marketing team is using the same taxonomy, the same UTM conventions is going to be the big difference between knowing whether a campaign was successful, or knowing a campaign failed.

JC: Okay, so this is where I nerd out because I’ve own my marketing agency for about 10 years now, I’ve been doing digital since 2000. So you got me beat by a little bit. And I also started off bulk email, because I mean, you know, what else was there? Right? There was no social media, there was no real SEO right? You know, you didn’t have paid ads, you know, back then you had nothing except for what? Angel fire websites, rocket mail..

Dan: Geocities

JC:  …geocities. Oh, man, are we’re ageing ourselves right now. And you know, in your email, right. And so I’m a big fan of email, a lot of people said it was going to die and go away, it never did, it just got smaller. And when it comes to B2B, there’s no scenario where being able to send a message with you know, an attachment or whatnot is going to is going to go away. At some point, even if you start in social media, or paid ads, eventually, when that relationship happened, you got to send them something, right? So that platform, I think, will always be there. So I think it’s really cool your email, guys. So then let me ask you this, because it’s something that we’ve been coming across here recently, right? Because, you know, we specialize in cold outbound campaigns, right? So what this whole change now with Facebook and Apple going at each other, of course, and fighting, you know, and we’re all hoping that they kiss and makeup soon, but until they do, what is your take? How does does UTM to help with the new disabling, you know, features for tracking when it comes to Apple and Facebook and Google sometimes doing and third party cookies, like, you know, how are you guys getting around that? How are you benefiting agencies like myself, I guess, you know, because I want to check this out, too. How is that working out?

Dan: You know, at the end of the day, the great thing is, is that UTM ‘s are not going to get stopped, right? So they’re not a part of Apple’s intelligence tracking. So UTM is are always going to work, the query parameters that you use are still going to work. So the tracking is ultimately even more important now having UTM because that’s the gonna be the only way that you can really make sure things that tied together. So UTM is just becoming even more and more popular because of this, you know, the next issue that people are going to have to face and you know, we have some time because third party cookies aren’t going away entirely. Yes, I know, iOS is trying to block them. And yes, I understand that Google has said they’re going to get rid of cookies, and I think it’s 2023 now, we have to understand that third party cookies, no, that’s not first party cookies. So at the end of the day, you just have to be able to step up your game a little bit and understand how to build a first party cookie for your website. How do you make it so that your first party cookie can relay that information to your analytics products or anything else. So that way you can effectively track you know, the internet’s already in the process of moving forward with this. So like, it’s not like the world is over. Yes, Facebook and Apple are in a pissing match to see who has more world domination, Google as well as in this pissing match. Because at the end of the day, the thing that I think that what I get frustrated about is, at the end of the day, this is simply a power play for Apple, not to secure a privacy, but to make it so that they’re the ones with all the data you have to realize is that whoever has the most data is the most valuable. So the only way that Apple is going to be able to slow Facebook down is to chop off the knees by getting rid of their data. So that’s where this really comes into play. You know, Apple could care less about your privacy, to be quite frank, while they tell you that they care about your privacy, you have to also realize they track every single thing that happens on your phone, and they save it, they just don’t sell it to somebody else, but they definitely use it for their own purposes. So when it comes down to UTM is and being able to track UTMs are one of the things that Apple has said we’re not going to block these like these are really, really important things that everybody uses. So while you’re losing a lot of the intelligent tracking that Facebook’s gonna offer, through their cookies and their Java scripts, you can still get the same analytical data by using UTM codes and doing your own reporting. I just a little bit harder now.

JC: Okay, so now I don’t pretend to assume that every single listener in our audience knows everything techie. Right, we knew we know this stuff. So two things. One is, can you tell people what UTM stands for? Right?

Dan: Yeah.

JC: And then secondly, the second part of the question is, can UTM codes be used? If you create them from your end? In everything and all your links, whether it be in your in your Facebook, like if you’re doing ads can use UTM codes, outbound and everyone your avenues? So what is a UTM, specifically as it’s defined, and then cannot be used in all the platforms at your marketing?

Dan: Yeah, really, really good question. So UTM stands for Urchin Tracking Module. So before Google Analytics was bought by Google, it was called Urchin and it was a really, really popular web analytics product. And it was really the first web analytics product out there, and Google bought it and then made it free. So UTM comes from Urchin and UTMs are now patented and owned by Google, because they of course, bought the company. But they are definitely one of the most proliferous tracking methods on the internet. So anytime that you make a link, and it is not on your website, and you’re driving traffic to your website, that could be emails, it could be billboards, it could be social media, Facebook, ads, whatever. If you’re driving any type of traffic to your website, you should attach a UTM campaign a campaign parameters to it so that way, you know where the traffic came from, you know, what campaign was a part of, and you can really make sure that your analytics stays organized. So but the great thing about UTM is, is they work with almost every single platform on the internet, every single analytics provider accepts UTM, every marketing automation tool, except UTM. They are the standard of tracking for links on the internet. And it’s been like that for almost 20 years. So you can really have a lot of faith and knowing that it’s going to work. So much so that UTM are so kind of prolific is the fact that even Apple accepts them. So when you’re looking in your app store metrics, they’ll tell you the UTM codes that actually drove a download, right? So UTM is are everywhere. Honestly, we use them on tons and tons of links, and they work with every platform. And that’s one of the reasons why when we looked at the problem, we were like, Listen, we need to get into this space, because they’re used everywhere. nobody’s doing it really, really well. There’s only three or four companies in the entire industry that focus on UTM management. So it was definitely a no brainer. And you know, it’s a hard problem to solve. And you know, we’ve done a pretty good job at it.

JC: So what debt, taxes and UTM codes, right, top three things in the world right now? 

Dan: Yeah, right? Yeah.

JC: So on UTM code. So let’s, let’s also define one more thing here. So this is another thing that people have, that I find struggle understanding the difference off, and rather than me just talk about it, let’s have you do it from your end here. Define the difference between a first party cookie and a third party cookie? And is there a such thing as a second party cookie?

Dan: Well, it’s a good question. You know, I’ve never actually thought about if there’s a second party cookie, but I don’t think there is but first party cookie is a cookie, which is created by your website. So a cookie whenever it’s loaded on your website usually has a domain and a subdomain linked with it. So third party cookie is a cookie, which loads on your website, which actually sends its data to another website, so known as cross device tracking kind of situation and stuff like that. So Google Analytics would be a very stereotypical third party cookie, which is installed on your website, you install Google Analytics and put their JavaScript on your website, when it loads, it’s going to load its own cookie, that third party cookie is basically sending his data to a third party, which would be Google Analytics. The difference is when the first party cookie is that it’s from your own company, it’s your own domain. So if your domain is, let’s just say as an example, Apple.com right, your cookie would be from apple.com or maybe go.apple.com. And that’s what a first party cookie is. Which means that the site I’m visiting, the cookie is there so it’s not somebody else’s. Yeah, and this is really, really important because companies like Facebook, Google, and many, many, many other companies install JavaScript in your website, then install cookies. And sometimes those cookies aren’t necessarily using the best possible way. If you do some research, I used to be the head of marketing at a company called Kissmetrics. There was a massive lawsuit against kissmetrics, when they first started the cookie about some things that they did wrong with the cookies. So there is definitely some interesting stuff. So cookies can not only be extremely, extremely helpful, but you’re always gonna have a bad actor that does something stupid. And cookies sometimes can also get you in trouble.

JC: Yeah, so is it safe to say that for people listening, that as long as they’re the ones initiating the tracking, and using it for themselves for their own data, then these things that are happening with Facebook, and Apple shouldn’t really affect them too much. Is that accurate? Somewhat accurate? 

Dan: It’s pretty accurate. I mean, it just gets a lot more complex, right. So like, you definitely need to build a cookie, right, you’re definitely going to need to develop or you’re going to need know how to how to use local storage. There’s definitely like a technical feat that you have to overcome. And you know, companies like Google are really trying to figure out how do they make it so that this stuff works, because the big difference that happens now is like and to help bring people up to speed, you basically have the client side of a website, and then you have the server side of a website. And the client side is what we all see, right? When you look at a website, that’s the client side, the server side is this the part that none of us see. That’s in Houston, right? Like that’s where somebody’s server is, the client side and the server side are communicating with each other as you’re doing things. And the big difference that’s about to happen is that now what we have to do is we have to take that information on the client side from our first party cookie, and then we can send it to whoever we want on the server side, right? So we can still enable Facebook conversions, Google AdWords conversion, all of that stuff is still possible via server side integration. The problem is, is you have to know how to create a client side integration on a first party basis. And then how do you make that client side integration then communicate with a server side integration, that’s where the technical stuff comes in. That being said, plenty of companies are going to solve this problem, when it really happens. The difference is, is it just hasn’t fully happened yet, like so we have time to worry about it. Google’s already working on solutions, Facebook’s working on solutions. And you know, if you sign up for UTM.io, we don’t have a lot of these intelligence tracking things built right now. But these are huge things that we are actually building behind the scenes to make it so that you don’t have to worry about this stuff in the future, because our first party cookies that will help you basically create, will track all of that for you.

JC: That’s fantastic. So now come back to email stuff. So you’re an email guy, I’m an email guy. We both know that the ever changing rules of email inbox deliverability. The nightmares the flashback to both have right now. I’m sure I’m having flashbacks. I’m going through an email nightmare right now. So I totally understand the trauma set in, talk to us about how because I know that you know, like Google and different email service providers, and even internet service providers, whatnot. deliverability is highly dependent on many factors, but one of them being tracking links, some email servers, and service providers do not like that in there. So where does UTM codes fit into a good cold outbound email marketing campaign? For example, if you need to know, you know, if people are clicking on something, or opening or whatnot, you know, the difference between like a pixel, for example, and a UTM code? How do people know the difference between the pixel, which tracks certain things, and a UTM code will track certain things? And how do each of them affect deliverability? Because a lot of people in the B2B space, make their marketing, you know, money off of email very heavily, because it’s more relationship based. So can you help the audience understand the difference in those two technologies? And which one is safer? Or are they you know, our UTM is getting knocked down a little bit like, where are we at?

Dan: Yeah, good question. You know, UTM links are not looked at as bad, right? So you can use a UTM link in an email and you’ll be totally fine. Where the problem really persists is when you come down to tracking links, like Bitly or anything that’s been shortened. And the big concern with that is, there’s these people on the internet called Fishers and fishers ultimately are sending you fake emails that look like they’re from Amazon. And when you click on that, it takes you to a page that looks like Amazon, and then you put in your password and your email, and they fish like that to ultimately steal your information. And people do this with credit cards, you do this Amazon, they do this bank accounts and anything like that. But a common strategy for fishers is that they have to hide the end URL where they have that landing page. And the only way to do that is by basically shortening it using another service and then shortening using another service. So whenever an ESP or excuse me whenever an ISP would be your internet service provider, whoever has your email, sees a shortened link in an email like a Bitly or any other domain UTM.io, we have our own link shorteners. And we deal with these hackers on a daily basis. When they see those shortened links that have a redirect to it and maybe have more than one redirect on it. They start to then get worried it triggers the spam warning because that’s a common thing that you see fishers do. With that being said though, you can use UTM in an email and you’re not going to have problems. Now depending upon the email delivery of your ESP Depending upon their IP, and depending upon how much spam they’ve seen in the past, their domains, if it’s going to be a click on their link drive to their website and then redirect to another website, you know, your ISP is going to then test and say, Hey, listen, there’s this link that’s in here is coming from a domain that has a bad score in regards to spam. So you know, we’re just going to flag that as spam. But if you’re working with a reputable ESP that has a good domain, right, like a Marketo, or a MailChimp or anything like that more the big companies, they’re not going to get flagged for spam on a redirection link, because they have they’re known to have a better IP address, it’s going to have better warning. So a UTM and itself doesn’t matter, that will be totally fine. That’s not going to trigger any spam warnings, it’s really going to come down to Did you shorten the link? Okay, great. That’s nerve racking. Never shorten a link in an email, it will be clear with that, don’t use Bitly. Don’t ever shorten the link going into an email, highlight and then make a hyperlink, right. So and then also never link a naked domain to something different. So like, if you’re linking to somebody google.com and an email, do not hyperlink that in the HTML and make a Google.com, and then with your UTM parameters, because that that, again, is seen like you’re trying to trick them. So that’s going to be one of your biggest areas in regards to like when you have these tracking and deceptive things like that. But just to go back to the pixel verse, The UTM, at the end of the day, that pixel on the email is an image, right. So as an example, as a CEO, I don’t load images in any of my emails. And the reason why is because it takes my computer longer to load an image in an email, and I have to process two to 400 emails a day, there’s literally two of us who manage my inbox, and we still can’t keep up. So we don’t load any images. So that pixel in there is what ultimately tells us that the email has opened, because the AI or the ESP or whoever sent the email, just so we know. ESP stands for email service provider, whoever sends the email that pixel if it loads up, tells their server “Oh, this person opened that email”, you know, those pixels aren’t bad, they’re extremely common. I mean, emails are sent with images all the time. So I’m not too worried about IPS. Those are used for open tracking, though in your emails. And then of course, click tracking. Once again, they click on it, they sent to a redirection, and then they go to whatever your website is. That click tracking, of course, is how they tell that somebody clicked on it. But the click tracking is where people get a little befuddled on, like what is good and what is bad. But really, what you just want to do is limit the number of redirections that somebody is going to have. So never shorten the link in an email. Because that’s two redirects, they’re going to click on the bitly link, that’s going to send them to another redirect, which is from the ESP, and then they’re finally going to go to their destination. That is a huge red flag to ISP, Internet service providers, or inboxes. That’s a huge red flag to them, that you’re trying to hack them or steal them. And I’m not gonna, I deal with this at least five to 10 times a week, Amazon sends us automated alerts when people are getting fished. So we deal with these fissures all day long. And it’s a bad problem. And it’s really, really frustrating. But hey, listen, when you’re in Indonesia, and you have no money, and you can hack, do it steal some—

JC: Well, you know, I can’t judge. You know, I was a kid in my dad’s basement, hacking AOL when I was 12 kind of thing. Right? But in my defense, it wasn’t that hard.

Dan: Yeah, I wasn’t gonna admit to it either. But I totally hacked some stuff when I was a kid on AOL as well, you know, I did some stupid stuff. You know, I was a young teenager so I made some mistakes.

JC: What about a.. Okay, so don’t shorten URLs. But what about. what if we were to do a redirect one time, a regular link? And it redirects to, again, a normal web page that has UTM? Because I guess my question is, if someone uses your UTM, it adds more on to the end of the link, right? Now, obviously, if you hyperlink the text, it’s not a big deal, right. But some people have only plain text emails that come through. So they see the URL, and then they see the UTM after and a lot of people, you know, this, this is a weird thing. People will delete that, just to so that they’re only clicking on that. And there’s something weird about the psychology of that, but it affects tracking. So here’s my question. Let’s say I have a good reputable domain. That’s not my domain, right? Let’s say I’m doing a cold outbound campaign. And I want them to add up on my website, but I’m using an alternate domain to send out and for that link. Now, if they click on that link, it just forwards to my actual domain. How safe is that? From a deliverability standpoint?

Dan: Yeah, I mean, usually, you’re pretty good, good in regards to that, right? Like, it’s very rare that you’re gonna run into issues because at that point, they’re judging the IP addresses that they received the email from, and they’re judging the IP addresses, which they’re sending people to inside the email. If both of those are pretty clean, usually, you’re going to be pretty good at that point that they’re then going to start looking at what is the content of that email? And do we have a lot of spam complaints about it, but usually the situation that you’re talking about, you’re totally fine. And you know, people don’t like being tracked. So they’re gonna delete UTMs. And there’s Chrome extensions, which are dedicated solely to the fact that when I load a link, it deletes the UTM is off the end of it. Yeah, people are always gonna get frustrated. But what you have to remember is that a UTM is a query parameter. So a query parameter is the way that you run Amazon. If you ever go to amazon.com, and you look for a product, and you look at the URL, you will see a question mark. And then many things after that question mark, including a bunch of code, that’s a query parameter, they’re not going to go away. That’s how the internet works. So a UTM is just another query parameter. So they’re really not all that bad. The problem that obviously you’re seeing with like Facebook, and stuff like that is Facebook ads query parameters for cross-device tracking. And that’s what Apple is trying to get away from is that intelligence tracking.

JC: But if you forward to a UTM code link, it’ll still activate it right? You don’t have to click on one, you can just as long as you end up at that URL, any way that has UTM..

Dan: Yes as long as as long as your website loads in the UTM, or on the link, when it loads, analytics is automatically going to track it and store it.

JC: That’s awesome. Yeah. And that was kind of a loaded question. I already knew that answer. Because we’re getting you know, like 50, 60%, inbox, you know, our open rate, I should say, yes, wait on cold for cold campaigns. And we’re doing that. But you know, a lot of people listening don’t know that. And I think a lot of people are very concerned about this app on Facebook stuff and trying to figure out how we’re going to track how we’re going to track. Even my own email marketing director came in, she was like, oh, what are we gonna do? And I was like, it’s okay. All we got to do just let’s for the domain, and let’s just add you to at the end of that, it’ll reverse track itself, because we’re keeping the data, we’re not giving it to anyone else. You know, it’s our own internal marketing practices. Now, another last marketing question for you, as an email marketer, and obviously, someone who’s been probably expanding your horizons, I imagine by now, since you’ve been in the game for so long, how important is it to the success of any given marketing campaign to have tracking that UTM provide? Overall? I mean, like, Can someone just throw money at it and still be successful? Or, you know, and not track anything? And just saying, let’s just hit all these angles and send it to the website? And what is the difference between doing that, versus that same amount of money? Or even half of that? If you have UTM, as part of that equation?

Dan: Yeah, you know, there’s the old adage, you know, I know 50% of my marketing is working, I just don’t know what 50% it is. UTM is gives you the ability to have a better understanding of what marketing is actually working in what is not. You know, I’ve been very fortunate in my career to work with some amazing companies. And I’m not going to drop any names here. But, you know, I’ve worked with billion dollar corporations that have no tracking, I’ve worked with 10 million ARR, SAS companies, when I get them, like, you guys have no product analytics, how do you even know like this is working, they’re like, we just we don’t really know, the numbers just keep going up. So, you know, I always say people can throw money at a problem. And it works, right? And some people are just building the right thing at the right time, they don’t have tracking. So you know, naturally, it definitely works. And a lot of big companies we work with that are growing super fast, their tracking is not great. But they’re focused on like little micro sections where they can really like iron it out. But if you have good tracking, ultimately, you’re going to have better success, because you’re going to be able to know what’s working and what’s not, you know, at our consulting practice, McGaw.io, you know, we do a lot of work with companies trying to get them to clean up their data and organize the data and UTM ‘s are always the biggest thing that we have to talk about. Because marketing attribution is one of the most important parts of marketing, if you don’t have UTM, you don’t have marketing attribution. So it’s pretty damn necessary, in my opinion.

JC: Well, that’s a boil down, that tells me UTM equals more ROI, right

Dan: Absolutely. Yeah.

JC: You know where your money’s going. Because, you know, people forget, you know, a penny saved is a penny earned. You know, if you stop spending that 50%, your marketing that wasn’t working, and you double down on the 50%. That was you’ve literally just doubled your ROI like that. Right. And all you had to do was track it. Right. So I think people really under value, the, you know, where UTM codes and other types of tracking, you know, that they’re still working come from? So let’s talk about the future, right, the future of business, that’s the podcast. Okay. So first, let’s talk about your company. I want to hear about the future of UTM.io. Do you have any, you already lightly touched on? You said you have some cool stuff coming? tell the audience about what’s coming down the pipeline that you can give us kind of an inside scoop on right now? What are some new features or things you guys are going after? If they were to sign up with you guys?

Dan: Yeah, you know, I think over the past couple of years, we really have focused on making it so that a team of people can effectively build links in our platform and be able to clean up their analytics, the big the big thing that we’re working on right now, we’re actually in the process of redeveloping the platform on the client side, we’re switching from Angular, and we’re moving over to react, which is just a different coding language. And we’re doing that so we can make it a little bit easier in the product to basically build a WYSIWYG builder. So what you see is what you get. So we’re making it a little bit easier for people to be able to customize the way that they build their links and the way that form of the link builder is built out. So that’s something that’s coming that’s happening, like in the next couple of weeks. So that’s going to be launching in the platform. But the next major movement for us is we’re doing a ton of little improvements. So we work with a lot of customers, and they give us like little ideas that we implement. The next major thing that we’re doing is we’re now integrating with over 150 different other platforms. So the big problem that you have when you build these links is like you build the links on our platform, but then you have to go look at Google Analytics or Hotjar or something else to go see these metrics about the analytics and all A lot of customers have said, “Oh, we want you to have analytics” and we’re like, “we’re not really in the analytic space, we’re more in kind of like the creation or data governance space”. But we’re building an integration right now with a company called Five Tran. Five Tran is a big ETL company. So they allow you to move data around. And what we’re doing is making it so that from inside of our platform, you can basically import in your Google Analytics data, you can import in your Marketo data, your Salesforce data, your part our data, whatever it may be, and then add that to your link table. Because if anybody in this is listening is using UTM, chances are you have a UTM tracking spreadsheet. That’s the historical way that people make their UTM zones in a spreadsheet.

JC: I cringe when I hear spreadsheet, just use at all.

Dan: Yeah, so and we’re the spreadsheet killer. But the thing is, is in our product, we still have a spreadsheet. And the common thing that we want to be able to our customers want to be able to do is they want to be able to see the campaign that they’re running. And then they want to be able to see the conversions, the revenue and all that stuff. The problem is, is that these conversions many times happen in Salesforce are these conversions happen, and they’re able to be seen in Active Campaign. So what we’re now enabling people to do is basically say, Okay, great, well, you have data in all these different places, why don’t you just import it into our platform. We’ll automatically tie it together with your campaigns, the links, you have the term the content, whatever it may be, and you can actually see the full performance of everything you have in your campaigns in our products. So that’s the big next evolution is that you will be able to pull in all of that data into our product. And that’s going to be coming out in the beginning of 2022. So, it’s going to be a huge initiative for us, but it’s going to be a lot of fun, and our customers that are helping us design it and build it are super excited.

JC: That’s awesome. All right now let’s talk about the industry as a whole. Where do you see? I mean, obviously, you know, with this whole Facebook and Apple stuff, do you see any future conflicts with other companies? Do you see things getting better? You know, where do you see this tracking ability? Where do you see the balance between privacy and marketing tracking? Which makes the world go round? Like nobody will. You don’t need to see diaper ads? If you’re a single guy, right and you don’t have a kid, right? And you don’t want to see Ferrari ads if you can only afford a Honda, right? So there are advantages to having these tracking so that we get served.. listen, Instagram has got me dialed in man, I have to like not be on there because I will buy every damn thing I see. Because they get me they totally get me. So that is the benefit. Right? I’m believing showed ads. But where do you see that balance of tracking for those, you know, laser targeting purposes to show you stuff you really care about and may want to buy? versus privacy? Where do you see this in like three to five years any conflicts or solutions coming down the pipeline? From your point of view?

Dan: Yeah, you know, over the next few years, I mean, it’s gonna be really interesting, because privacy is becoming more and more of a concern. And you know, I don’t really necessarily care as much about my privacy, I’m pretty open with all this stuff. So like, track me all you want, because the only reason why we’re tracking you to make the experience better, right? So I think privacy is still going to become much more of a concern, especially as the baby boomers start to retire and start to realize that they’re being tracked. But you know, honestly, like the the next generation Gen Z and all that stuff, like they don’t care that much about it, right? Like they’re kind of like not on it. But at the same time they do, right? I mean, Snapchat serves a purpose, right? It is privacy enabled. So you know, there’s going to be a hard toss up, that’s going to happen over the next few years on like which way that it goes. And I don’t exactly know. But what I can definitely tell you is that I’m going to continue to get paid money. And I’m going to continue to get paid more money to make sure that I can track you whether you want me to or not. At the end of the day, these are billion dollar corporations that are going to make sure that we know what’s going on because we have to help our customers. So there’s always going to be a new way that we find a way to track you. And you know, artificial intelligence is now helping us get better at tracking you and also predicting what you’re going to do with limited information. So, you know, I just don’t think tracking is going to go away. Yes, I think there’s gonna be more rules, you’ll be more regulations, and there’s going to be different things that we have to jump through. But at the end of the day, you know, GDPR definitely had an impact on businesses, but we’re still doing the same shit. It’s not really changed everybody, we just have to tell you, we just have to tell you that we’re tracking you. And if you don’t want us to track you, I’m sorry, your internet experience goes down. Like that’s the trade off that I think is just as hard is that if you ignore cookies, your experience gets worse. It doesn’t get better. So people have to understand that trade off. I think

JC: What’s happening with the newer generations, I think that they are concerned about their the privacy of their content, and their own information. But they don’t really care about their behavior. Right. And I think there’s a balance in there where everyone can win, right? Obviously, we want to make sure we protect people’s phones so that someone can’t hack their pictures that are private and take that that’s content, right? You know, Snapchat exists because you want to send something one time and you don’t want it out there. So you’re protecting content. We obviously want credit card companies to protect our damn credit card numbers. Now, granted, it’s insured but it’s still a hassle, right? We want our passwords protected. So I think we want our data and our information I should say, and our content protected. But I think that where the marketers can win without having to go into that realm, is I think we need to do a better job at telling that showing the difference between tracking behaviors, and likes and dislikes, so that we can serve you content and things that you want to see, versus tracking your information and your content that you own, that we don’t need or want. And I think that’s maybe some of the biggest issues with when people get the privacy conversation. They’re not splitting those two out. And it’s a really big difference between the two. Mm hmm.

Dan: That’s a really, really good point. You know, I didn’t really think about it that way. But you’re 100% correct. That is definitely a big delta and the way that people think about the tracking, and you know, going back to something you said, which I think is kind of interesting, you’re talking about credit cards, like we want to be able to secure that and all that stuff. At the end of the day, the people who are really selling your data, it’s the banks. And it’s not Facebook, like Experian is literally selling your data all the time. And they get that from the banks, the banks sell it to them. So like, if you really want to talk about selling data, look at the privacy sheet that you get from the bank, and they have to mail it to you like annually, you’d be quite surprised what they what they’re allowed to do with your data. I mean, it just doesn’t matter.

JC: That’s why I was telling a couple marketing friends who work core freaking out about the Facebook Apple thing I was like, I was like, Listen, even if they go toe to toe, trust me, that’s not really worth the data. Like if you want data to be able to serve ads to the proper, like, just go to that credit card companies go to the you know, these third parties that they’re still databases out there, this is just me nothing more small businesses that are going to be affected. I don’t think the bigger businesses or the tech companies are gonna be as affected because they understand this more. But I think unfortunately, small businesses, mom and pops and people were just getting into paid ads who are just doing the simple version of it. I think that’s unfortunately, it’s gonna affect them more than anyone and they need that, that revenue more than anyone you know. So that’s my opinion.

Dan: I agree with you.

JC: So last question for you. And let’s see, I’ve got a few I could choose from here. I’m trying to think of a good one, because we already talked a lot about how we grew up. So I got I got that one down. I already know that one. Let’s do this. Two part question, actually. One is, what is a must read book that you would tell the audience like you’ve got to read this book. And it could be in your industry, it could be just in business general, it’s up to you. And the second part is, you know, what is the best advice you’ve ever been given when it comes to business?

Dan: Yeah, so it’s a great, great, great question. So the one book I would always try to get people to read there’s a book called “Principles” by Ray Dalio, you know, it’s a little hard to read, because it talks about his biography in the beginning, but then it talks about his business practices. If you don’t know who Ray Dalio is, he is the most successful hedge fund manager in the world. You know, they’re fund manages $165 billion in funds, when you’re talking about most hedge funds, or a couple billion, maybe 10 billion, he’s 10 times the size of most people, right? largest hedge fund period, and they don’t even take clients. His book is really, really good. It really gets you to understand that, hey, listen, running a business is not just performance, it’s also culture, it’s also values. It’s about building out the rules of the business and understanding the psychology of people. So I think the book principles is really good, I believe a lot and a lot of Ray’s principles in the book. So I think that’s a really, really good read for anybody who’s in business. And then on the flip side of that, you know, the best advice that I think I was given was honestly from a book called “The Hard Thing About Hard Things”, which is by Ben Horowitz, one of the guys from a 16 Andreessen Horowitz, the big venture capitals. In the book they talk about, you know, at the end of the day, being an entrepreneur sucks, right. But the entrepreneurs that they invest in in Andreessen Horowitz, one of the things they say is like, hey, how did you get here? Like, what made you successful? What made you finally get in front of us? And they said, the entrepreneurs that tell us that they had some great strategy, and they did all these things, you know, those are the ones that they don’t typically invest in. The entrepreneur and the founder that comes in and says, No, I just didn’t quit, like, I just had to keep trying, I just need to keep moving forward, and I’m not gonna quit. Those are the entrepreneurs that you want to invest in. So the big takeaway that I took out of that book is, you know, being an entrepreneur sucks, and I just have to get over it. And you know, death is always one day away. But at the end of the day, we can’t quit. It’s the quitters that are the entrepreneurs. They’re not the entrepreneurs. Yeah. And don’t get me wrong, businesses fail. I mean, I failed multiple times in the past, and I have walked away from ventures. But I didn’t quit on the idea. I didn’t quit on the project. I just had a lesson I learned I failed. So that was the one big lesson I learned in life is don’t quit. And that’s the reason why I mean, I still own two companies today. I’m still the CEO of two companies today, because I’m not going to quit on my dreams. I’m going to keep moving forward.

JC: Well, I love that. And I’ve always said it’s a trail of tears to the golden kingdom. There is no good story to a self made man or woman. You know what I mean?

Dan: I’ve got a river of tears behind me.

JC: So how can people find your website? How can people get a hold of you directly? If they you know, kind of meet that demographic of enterprise level? And they really, you know, reaching out for partnerships, would it be a client? Oh, how can people contact you guys?

Dan: Yeah, for sure. And you know, I would love for everybody to get a chance to get a free copy of my book “Build Cool Shit”. So you know, the best way to be able to do that. 

JC: Show us how you got video to show us. I like the cover.

Dan: Yeah of course so Build Cool Shit. So it’s a blueprint to creating your modern tech stack. I wrote the book last year, it’s really, really helpful. So if you if you pull out your cell phone, right, what I’m going to have you do go to your text messages, you’re going to text this number, the word MARTECH. And you’ll be able to get a free copy, our bot will take care of all the address and help you out. So the phone numbers 415-915-9011. So that’s 415-915-9011, just text the word MARTECH. So M-A-R-T-E-C-H, and you’ll be able to basically work with that bot, you’ll get your name, your number, all that stuff to make sure that we can ship you a free copy of the book. But if you’re interested in being able to learn more about the stuff that we have going on, you know, anybody can use UTM videos, you don’t need to be an enterprise company, we have single freelancers using the product all day long, you can definitely check it out at UTM.io. If you’re interested in learning more about marketing, analytics and marketing stacks, in general, you can go to McGaw.io. So M-C-G-A-W just my last name.io. We have a ton of resources, which is really going to help you understand how can you build marketing analytics and how can you take advantage of that. And if you ever have a question for me, the best place to reach out to me is on LinkedIn. I’m Dan McGaw, I’m on LinkedIn, super easy to find. I’m the cute guy that’s always hiring. So definitely go check us out. And I’m always happy to answer questions. So just send me an InMail. If you spam me, I will of course reject it, but naturally send me a good question, don’t be an idiot. And I’ll always accept your InMail.

JC: I want to see your headers say the cute guy who’s always hiring that. I want to see that change. Dan, thank you so much for being on the show. And for the listeners out there. If you are a B2B tech company, and you are looking to track your email marketing a lot better or any other type of marketing really, because UTM codes are cross platform usable. Go check out UTM.io. And if you’re not sure how to do your cold outbound marketing or you need good LinkedIn lead generation, contact my agency, you can find us at InfinityMGroup.com that’s infinity with wide letter M as in marketing group.com or you can give us a call. We’re based in Denver 303-834-7344. Dan, thanks again so much, sir. I look forward to checking out your site and I will talk to you soon.

Dan: Thanks so much.

 

infinityadminEpi 40: How to Improve Your Marketing Analytics – Dan McGaw, Founder & CEO of McGaw.io & UTM.io
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Epi 39: How Data Science Supports M&A, IPOs and SPACs – Mark Williams, Chief Revenue Officer of Datasite

Learn more about Datasite at: https://www.datasite.com

Find Mark Williams on LinkedIn here: https://www.linkedin.com/in/markwilliams22/

JC: Welcome, everybody to another episode of The Future of BizTech. I’m your host, JC Granger. I have with me here, Mark Williams, who is the Chief Revenue Officer of the Americas for Datasite. Mark, thank you so much for coming on the show with us. Tell the audience a little bit about yourself. And what is it that Datasite does?

Mark: JC well, firstly, thank you for having me on the podcast. So we are a SaaS company providing solutions to the capital markets. So that’s everything from a company that may be fundraising to a company that may be acquiring the company divesting an asset sale side, and, or maybe participating in something like back.

JC: So, one, I find it interesting because you’re the first software I’ve ever seen, that works in like an M&A field. Right. It’s a very specific niche. I think it’s really cool. You brought it up SPAC, that has been all over the headlines. You know, some people don’t know what it is at all. Some people understand a little bit about it, kind of give us the layman’s terms, rundown of what exactly a SPAC is, and why it’s become so popular. And then after it, tell us how your software helps with that. 

Mark: Okay, I’ll start with what a SPAC is. So SPAC is an acronym for Special Purpose Acquisition Company. And as the name would suggest, it is a company that’s often referred to as a blank check company that has completed a public listing, but it doesn’t have any tangible assets. It’s basically just capital that’s been put together for investors. And it is looking for a target company to acquire and merge with, hence the name special purpose acquisition company. So that’s what a SPAC does. Last year, over $75 billion dollars raised by folks creating SPACs, to go find target companies to take public. They’ve been around for a long time, gained popularity because of the change in some of the fee structures, and also the change in some of the market perception around IPOs, which is a more traditional way for a company to access the public markets.

JC: And then how does your software, how does Datasite even work into this equation? And we don’t necessarily focus on specs, but I was just curious, you know, how you know what is Datasite do when it comes to that or other types of M&A, you know, logistical issues or financial issues?

Mark: Exactly, JC. So, Datasite supports a range of capital markets transactions from M&A to IPOs, to SPACs. And what we do is provide a platform that enables the due diligence to be completed for potential investors to look at “Is this a company we want to invest in?” So I’ll give you an example of what that might look like, let’s say that you want to look at the financials of a company, we would host those financials on our platform securely. And with very specific permissions, you would have the ability to access those financials, take a look at them and make sure it was the type of company that you wanted to invest in. Now, in terms of the company that is providing those financials, they want to make sure that they are secure that you can see them but you don’t have the ability to download and then keep them.

JC: What does it prevent against? I mean, what if somebody want to screenshot? I mean, like, can it provide against everything? Or is it just so much data that no one’s going to take that kind of time anyway?

Mark: Yes, we have various technologies to close down access and to prevent, you know, kind of unauthorized access across the platform, we obviously do that down to the to the user level. So yeah, it’s a very specialist capability, versus just using a generic file-sharing type of technology.

JC: And so another question. So who is this really for? Is it for the company that wants to acquire another company? Or is it for the company who maybe is putting themselves up to be acquired or, you know, in some fashion and saying, “Hey, here’s all our stuff right now to be transparent?” Do you find that it’s heavier in one than the other? Like, who are you really going after with your software,

Mark: We’re actually going after both of those types of companies, the company that is potentially for sale and wants to solicit bids from potential buyers or investors, and they are providing those materials in order to be transparent and attract buyers or investors. And then also for companies that are looking to acquire assets who want to make sure that those assets, you know, are as advertised and do their due diligence. And, for example, if somebody is acquiring an asset, we provide specific capabilities to that corporate development team, but they’re going to bring in outside specialists, so they’re gonna have their outside counsel. They may have a specialist, intellectual property advisor, they may have a specialist in the field, you know, regarding The actual asset that they’re buying, given them a view on the value of that asset. So we enable all of those parties to come together in order to affect that transaction. And then we do that at scale in the Americas. This year, we’ll support over 5000 of those buy side or sell side fundraising IPO or SPAC transactions.

JC: Wow, that’s really cool. Well, and that’s actually a good segue into my next question, which, so you know, I have an agency, you know, we do B2B software companies. That’s our that’s our specialty. So I always ask, you know, what are you doing? As a B2B software company? And a lot of the audience are people like yourself, too. What are you guys doing to get the word out that you know, you’re on the podcast, right? So that Okay, that’s one thing, right? We know, we know that you got some PR going. That’s good. But, you know, are you guys? Is it all referral-based? Is it because it’s such a small niche that you don’t really need to market? are you guys doing, you know, email or paid ads or content? You know, what kind of things are you guys doing that’s successful? And maybe what have you done that you saw maybe didn’t work?

Mark: Well, I’ll start off with the things that do work. So we have a direct sales team go to market, we also have a web presence. So we obviously work with various search words and search terms, depending on what type of transaction you’re looking at, to make sure that if you are considering that transaction type, and you haven’t already heard of us, that will pop up and will be on your radar, the community is a pretty tight community. So referrals are very important for us. And then, because of the types of companies that operate in the community, we’ll deal with, for example, an investment bank, you know, some of the large investment banks will do over 100 transactions a year with the same team at an investment bank. So having that consistent experience supporting them, making sure that they’re successful, that means that the next time they win a mandate with a company, you know, that they’re going to pick us to use as the platform to perform that due diligence. So there’s a range of go-to-market and market coverage tactics that we use. And we’re pretty broad with all of them.

JC: What other features does Datasite have? And we talked a lot about, obviously, that having that kind of secure financial upload and review capability for both sides, which in itself is massive. But what else does Datasite do that surrounds that M&A process, maybe like other, you know, a couple other really big features beyond that, that are that the audience will want to hear about or that are helpful?

Mark: Yes, very much. So. And maybe to understand why some of those capabilities are important, I’ll frame it like this. Originally, due diligence was done, where content was printed off and put in a physical room and people entered the room and read the contracts, looked over the documents, things like that. And the first virtual data rooms were really a digitization of that physical process. What we’re on now is the cusp of using technology to take that to the next level. So and I’ll give you an example of that – we’ve got AI enabled in the document processing phase. So when you upload that content on the data side platform, we interrogate it, and we give you kind of a suggestion of what type of content that is, where it should go, what folder it should be in, is it an HR employment agreement? Is it a customer agreement? Is it financial information? Is it ESG content, so we’re taking significant time out of the uploading process, not just in terms of the speed of the upload, but the categorization of the content, so that the deal teams can get that content ready for diligence. And then the teams that are actually reviewing it have sophisticated tools to get the answers they need, so that they can get deals done a lot faster.

JC: So that I like because there’s seems to be a logistical support to the financial support of it. Right? And all that goes together. And you know, it’s funny when, when you came across my plate, so to speak for this, you know, I get approached about three, four times a year, typically from private equity firms that are looking to roll up agencies, right? And I noticed that there was a massive influx right near that end of 2020, early 2021, as COVID started to wind back a little bit, right. And I figured what was happening essentially was that, you know, just like any major event that can wipe out parts of an industry, whoever’s left standing, has more value and then the big companies want to come in and gobble that up, too. So I guess my question is, what have you seen as far as has there been a massive uptick just naturally in people using your software because of you know, all this money moving around and you know, companies going down some that are being grossly undervalued because they took a hit and then other companies come in to acquire them. Are you seeing a spike? Not maybe because your own efforts but As much as just of the industry and what’s happening now that we’re coming out of COVID into this kind of boom?

Mark: Absolutely, I think there are a couple of factors at play JC. The first one you mentioned, there’s a lot of private equity, dry powder. And those private equity firms are looking to put that capital to use in order to secure return for themselves and their investors. The second phenomenon is, if you have proven during COVID, that your business model is resilient, and you get rewarded for that, and valuations are pretty, pretty frothy, and roll-up opportunities are certainly there. And then the third phenomenon is companies that wouldn’t have maybe otherwise found a new route to market or a new customer base because of COVID, evolve their business models and that’s seen them, you know, kind of execute in ways that they previously hadn’t. So a lot of digital transformation has happened or been accelerated as a result of COVID. So those three macro things all interacting, we’ve seen a pretty healthy deal market this year.

JC: That’s (inaudible). I’m glad to hear that. Okay, so I wouldn’t be, I couldn’t call the Future of Biztech if I asked about the future. So I got it’s a two-part question. First part is, and you talked about AI a little bit, but how you guys are using it. And I know that you guys are probably very unique service in a small niche, right. That being said, I want to know, where do you see your industry in general, as in the space that you play in the m&a software space? Where do you see that going in the next five years? or so, you know, in how do you see other things like AI and other companies or technology playing into that? And then secondly, after that, you know, what’s coming down the pipeline for your company specifically for Datasite? You know, like I said, my audience likes to likes to get the inside scoop. Right. So I have to go for it. Right. So if there’s anything coming down that they can hear about first, they’ll be awesome. But yeah, where do you see the industry going? And then where’s Datasite going?

Mark: I think where the industry is going, they’re still, we’re just at the beginning of the digitization of the M&A process. And I think there are a lot of opportunities in the entire life cycle to improve the efficiency of tasks that get done, or to automate some of those tasks through technology. It’s still a very heavy people process environment for getting deals done. So I think there’s a lot of opportunity there. And I mentioned that we’re using AI in the document interrogation categorization. That’s just the first real area that we’re seeing, you know, kind of big benefits. And I think there’s a lot of other opportunities for that technology in the data side platform. So expect to see us come up with more announcements of where that’s been used across the platform to help dealmakers so that I think is the big opportunity for Datasite over the next two, three years.

JC: Very cool. Thanks. Now, I’m gonna switch real quick to more of a personal question, right? completely random. And I asked this sometimes to my guests, you know, when you were a kid, what did you want to do when you grew up? so to speak, right? And then are you doing that now? And if not, how did it make that turn? Like, what was that journey from being one be like a firefighter to this, or whatever it was? Right? So what do you want to be as a kid? And then how did that how that get to where you’re at now?

Mark: So I grew up in the Northeast of England. And like a lot of my friends, my dream was to play for Newcastle United Football Club. That was a somewhat unrealistic dream. So I ended up going school and getting my degree in mechanical engineering.

JC: Oh, wow. Okay, and then how to mechanical engineering, transition to M&A? Just out of curiosity, what was that pivot from, from where your education degree went to this?

Mark: So coming out of coming out University, the engineering space was going through its own digitization process, and I got involved with technology during that time, and then joined a I was employee number 30, at a start up in London, and we took venture capital IPO on NASDAQ, and I got into m&a and capital markets through that experience, I would say it was good luck rather than good planning.

JC: I’ll take luck over skill any day. So listen, I think your software is great. And what again, what I really like about especially now, because there’s there’s so much you look at Robin Hood and how that came on new retail investors you’ve got I even got a notice from Robin Hood the other day that they’re allowing now retail investors to go into a lottery system to have access to IPOs when usually only the big firms get that, I mean, the markets cannot be shifting faster if they tried at this point. So I think it’s really cool that you have a software that’s adapting to that and helping that process be streamlined. So for anyone listening, you know, if you are looking to be acquired or if you are getting acquired, my will look into data site to make sure that you know, to keep everything in that due diligence, a little more organized a little more, you know, automatic and secure. So I think that’s really cool. Mark, thank you so much for being on the show. How can people in the audience either reach you personally for maybe the big deals if they want to talk about that? And how can they reach Datasite in general?

Mark: Data site in general www.datasite.com, I would suggest that you go to our dealmaker circle – area of the website, I think you’ll find some really useful content on there. And then Mark.Williams@Datasite.com

JC: Wonderful. Thanks again for being on the show. And I actually look forward to taking a look at your system. You have to maybe give me like a little demo log in or something to check it out.

Mark: I’d be happy to do that personally, JC.

JC: Thanks, Mark. Talk to you soon.

infinityadminEpi 39: How Data Science Supports M&A, IPOs and SPACs – Mark Williams, Chief Revenue Officer of Datasite
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Epi 38: Connect Beyond the Resume with Recorded Video Interviews – Andrew Wood, Co-Founder of Willo Talent

Learn more about Willo Talent at: https://www.willotalent.com

Find Andrew Wood on LinkedIn here: https://www.linkedin.com/in/andrew-douglas-wood/

JC: Welcome, everybody to another episode of the future of biz tech. I’m your host, JC Granger. I have with me here today, Andrew Wood, who is the co-founder of Willo. Andrew, thank you so much for being on the show. Why don’t you tell the audience a little about yourself? And what is it that Willo does?

Andrew: Thanks for having me. Awesome to be here. I’m going to try and this is a standard joke I make being a Brit. I’m going to try and be as American and upbeat as possible, but I can’t help but be sarcastic. So please forgive me for that. So first and foremost, so I’m co-founder of Willo, we launched our virtual interview platform in January 2020, which a lot of people will go, wow, that was good timing, just before the pandemic, and it’s been a really, really interesting journey for us. But essentially, what we do is we help organizations to hire in a distributed workforce and world. So, you know, we’re working in 130 different countries, we’ve got 2500 users already. And essentially what we offer is the ability for somebody to see beyond the resume. So the world of recruitment was kind of just some tech update. It’s a really hot market and HR tech at the moment.

Andrew: And we’re just trying to do one thing within that really well, which is adding vibrancy to applications by basically getting one way video interviews flexibly that people can can essentially watch in their own time. So that’s and to give you a live example of that we’re hiring at the moment, there’s a guy that we’re likely to potentially hire. And he’s currently in Sydney. So he’s nine hours behind us or in front of us, depending on how you look at it. And if he had just applied with his resume, I’d have never spoken to him because.. exactly, but his video was amazing. He explained to me that he’s moving back to the UK, and moving to Manchester, which is where I’m based, watch the video in my own time. He recorded it in his own time. And then we organized to me and it just enables that kind of frictionless process of interviewing so…

JC: Well that’s cool you know, you’re right, your timing though, is a little suspicious. There’s some people here in America that just might think you caused the pandemic for your own purposes. You’re not in cahoots with Bill Gates, are you?

Andrew: Yeah, my other business is called micro bots are us.

Andrew: Yes. Yeah, exactly. Yeah, the track tracking bots, track bots, track bots, as it was, it was interesting, because we obviously we launched in January, we’ve been developing the product since 2018. launched in January, and we were like, okay, it’s going quite well. And then March came and you’d have thought, okay, things will accelerate. But what happened was everybody panicked and stuck together that it froze.

JC: Hiring froze everything. Yeah.

Andrew: So three months into our journey, you know, a product that can help people continue to grow in the pandemic, nobody’s even looking at hiring.

JC: So when did you turn around? When did it turn around?

Andrew: Probably around July time. And I was really, what was really interesting is it turned in different places at different times. So obviously, we’ve got clients from, you know, Hong Kong to the West Coast of America. And everything in between. and, you know, the way that people have handled the pandemic is really dictated how quickly jobs have gone to come up. And we’ve been lucky that, you know, because of what we do, we can go into any country basically, and sell what we do.

JC: So that’s really cool. Well, you know, so we just hired two new salespeople, and we used a video, as part of our filtering process. One thing I really liked about it, we didn’t use your system, I’d even know about your system really well. And so you’re coming on the show here. So not for our next ones I’m about I’m probably going to take a look at it. I’d love to talk after this about, you know, getting me on your on your platform..

Andrew: Sounds good.

JC: But you know, one thing I found was that it was such a great filter to see who was really interested in not just kicking the tires, right? Because there’s a lot of services out there that people can purchase. And I’m not against this, by the way, like I get it, where, you know, they kind of they take their resume, and they just and they just shotgun it out there. I tried to get as many replies back. And then the person doesn’t even know it. Like they know what industries is going to they probably select like, okay, we’ll send it to these types of people, whatever. And so that’s great from the job seeker’s point of view. And I understand that I’m not even mad about it. That being said, as an employer, it wastes a lot of our time when you get a lot of that happening.

JC: And so what I really liked about the video was that we knew that anybody who made a video definitely really looked into us and you know, they really wanted to work for us that they looked at our website because you’re not spending that time making a video to apply somewhere if you didn’t even do research on them or read the whole description because people don’t read the whole thing you know, so I love video as an employer from its filtering capabilities, but then also, like you said to is, you know, it gives the job seeker an advantage too. I mean, like you said, you had a guy who was in Sydney, there’s no way you would have pushed off into the trash. But he made a video, he took the time you watched it and go, Oh, he’s moving right back here. And this guy’s amazing. So I see the dual benefit of that. And I think that’s really cool. So let me ask you a question then. What types of like, Who’s picking up your software? Is it enterprise-level companies? You know, these fortune 1000s that are hiring on a big scale? Is it little mom and pops, you know, who’s right now, using Willo statistically more than others?

Andrew: Yeah. So, again, difficult question to answer in terms of what do you mean by more than others? So if you..

JC: Like certain industries that seem to be doing it more than others, like do you see like, like white-collar industries, little more than like construction, for example? I mean, I don’t know just any kind of any push you see any patterns?

Andrew: Yeah, there’s absolutely patterns. So there’s generally two types of companies that work with us. So sort of small, you know, mums and pops business that really time-poor – need to hire one person needs to do it quickly don’t want to have to go through the 100 CDs and or resumes that they’ve been sent. And then the other is high-volume service industries. So you know, whether that be catering company or cleaners on an industrial scale, you know, Amazon warehouse employees, you know, all of that kind of stuff..

JC: Really?

Andrew: Really high volume yeah.

JC: What surprised me see, I would have thought that it would have been more for people who have front customer front-facing positions, because obviously if they’re good with you on video, you’re gonna be able to tell pick me good with a client know, so I could understand client front facing but you’re talking about warehouse people? Maybe you know why. Why is video so important? For behind-the-scenes jobs? In your opinion? What are you saying?

Andrew: Well, I think that it goes back to your point. Before about in that level of job, you get a lot of scatter gun, you just send out resume after resume after resume after resume trying to get a job. It’s an hourly rate job. And the reality is, you know, they’re pre uncommitted to that role. It’s not like they’re looking for a career, they’re looking for, you know, a stop-gap or a summer job or, you know, a Christmas job or whatever. So that’s really laborious for internal recruiters. And this still is, you know, wait where you ring somebody up and you’re like, Ah, yeah, I’m just calling about the the warehouse job that you applied for, and the candidates like, oh, sorry, yes. Which ones that and you go, Oh, yeah, I’m calling from MDM industries. And you’re like, I’m sorry, I can’t remember who you are. So tell me about this job. Why, what is it? And the recruiters, they’re like, Are you being serious?

JC: Yeah but that’s the reality though, right now, right?

Andrew: Absolutely

JC: Especially coming out of a pandemic, when, when so many jobs were gutted. You know, the equation was so upside down, you know, the amount of people applying versus what was available, you know, somebody I have a sense of empathy towards that. But I also, I have a sense of frustration, too. Because I’m usually the I’m on the call, and they’re like…

Andrew: You’re the one doing the calls.

JC: Yeah, exactly. Right. So like I see it from both sides. It’s very conflicting emotions right now.

Andrew: Yeah, it is. And it’s funny, you know, the other thing that makes it even more fickle is is actually, you know, you call the person and they’re like, I can’t remember who you are. And then if you give them as an employer a bad experience, even though they’ve answered the phone and said, I can’t remember who you are, they’ll go onto glass door and say, this interview was pretty rubbish. My experience so you’ve really got caught between a rock and a hard place. And I guess what Willo allows companies like that to do is at volume, get a great message out to the candidates, you can put your own video up there and make it much more personalized. You then only get the committed candidates back you can spend time watching and reviewing them and giving them decent feedback. So it just every user saves like 36 hours a month.

JC: Yeah so that’s what I was gonna ask him next is what kind of stats you coming across because I can imagine the time savings alone without dealing with tire kickers, no shows, you know, all the nightmares that HR or you know, HR departments deal with or even, you know, owners deal with if they’re smaller, and they even have less time to spare, right, you know, because it’s not their full-time job to hire people, they have other things to do. You know, where are you? Where are you seeing, you know, what kind of stats are you seeing all these benefits? You know, you know, you mentioned that stat there, you know, what else is popping out as far as the advantages that your customers are telling you that’s happening? 

Andrew: Yeah, I mean, the main one is definitely time saved because typically your recruitment team with, your human resources, your people team is usually the smallest in any business. So the team that takes care of your most valuable assets. Usually the most under-resourced, which is totally wrong, but it is how it is. So their main pressure is saving time and getting committed candidates through. So 36 hours per month saved, on average, you’ve got clients that have done things like so we work in the UK with the Health Service, and they reduce their shortlisted candidate replacement ratio from five to one to two to one. So they literally have to do half as many interviews, they have to get the same number of hires. And that’s because their recruitment team can send the videos over to the hiring manager. And rather than wasting time with hiring with a candidate at hiring managers never going to deal with, they don’t put them in front of them. So they just save so much time through that transparent, working together. And then, you know, other companies that we work with, and it really does depend on the job, how well it works. But we work with a company called Jenkinsons, and they hired 78% of the people that came through their Willo interviews.

JC: Wow. But I’m curious what it looks like now to use it right? Can you paint the picture? So what kind of features beyond video so that are supporting features? Like does it integrate into Indeed.com? For example, is does it you know, does it integrate to like Zap recruit? Or somebody does have integrations? And then if not, if it’s its own system internally? What other features does it have to support the video? Like, basically, how do people get from a job ad? To do the video on your system? Is it just a link like, you know, walk me through what it really means and what it looks like to use your system from the employers point of view?

Andrew: Yeah, so we focus really heavily on having a frictionless process. And the best way for us to do that is you can invite using a link any way you like, basically. So in Indeed, you create a template that goes with a job, you can do bulk invites, you can, you know, apply via URL, and it’s just the same link that you put into each job. So you can do that excitingly. Also, you can use Zapier. So a lot of people use Zapier to obviously link to 2000 other applications. And then we also natively integrate with greenhouse and with workable, which kind of gives us superpowers and we’re on the on the ATS trail, if you like of integrating with all of those. One thing that I think your listeners will be really interested to hear is what we’re seeing more and more and more of is people wanting to take our product and take ownership over it into their own platform, so actually into their own technology, building their own interview, and onboarding process with video, the video element of it powered by Willo. So we’ve got a really great open API, I’m gonna keep winning deals on that basis, because people want to take ownership over it and actually go okay, well, this is great. But imagine if we could put it in our own tech as well. So that seems to be the kind of future of where we’re going is like a more white-labeled solution in a way.

JC: And so when people click the link, does it go to like a hosted page? And then it has like a record so like, can that be customized by the employer can be branded to the employer, and then they can record and they can have all the information below. So almost like a hosted landing page in a way,

Andrew: That’s exactly what it is. It’s just a landing page, company branding, banner, logo, quick introduction video. Again, one thing that’s really important in the New Age of asynchronous communication is authenticity. And also reciprocity, which is two very long words. But what I basically mean is, don’t have like people are moving away, I don’t know if you, you know, this, or you’ve experienced this, but people are moving away from the really flashy YouTube kind of careers videos. And what they’re trying to get is like really personalized, well, not personalized, but personal introductions to themselves. So what we allow is you as a hiring manager to record your own introduction and go, yeah, hey, this is our vision of the business. And underneath that you’ve just got free text, so you can write whatever you like.

JC: Yeah, basically. So you can even remind them about, you know, the duties of the job. And just last second, just to make sure before you record this.

Andrew: Yeah, exactly. Yeah.

JC: There’s a software I use called triannual, which helps kind of what it says it helps internal training, automating internal training. We interviewed the CEO Chris Ronzio. He was I think our first episode was. Great guy, but they just came out with a feature recently on their minds me what you’re talking about, as far as recording yourself. So they have this feature now and Trainual where the other staff members can create profiles of themselves so that when a new person comes in the company, and their trip, going through their training, they can also click and see other people, you know, who they’re gonna be working with. Exactly, which I think is great. And that kind of goes to your point about having that personal touch, but you’re doing it in front of before they’re getting hired, right? Whereas, you know, they’re putting the profiles in the back end when they are, but I really do see the advantage of that type of that personal, you know, touch when it comes to who you’re going to work with or you know, or Who’s on the other side of that? That screen? You know? So let me ask a question me know, how have you guys been growing right now? And specifically, because I’m a marketing guy, right? What kind of maybe digital marketing have you been doing to grow and get the word out about Willo? what’s worked, what hasn’t worked? You know, a lot of the audience here are business owners also. So they can in the tech industry, so sometimes information is..

Andrew: Yeah, so we very much have a product-like growth strategy. So we have a freemium platform that people join. And then it’s, and you and my Co-Founder. So his background is digital marketing is worked in, mainly in the automotive industry, building businesses, for other people and building them on the basis of great digital marketing. And my background is basically a sales bloke. And we so we generate, you know, quite a lot of free signups over the month. And the main thing that that’s through again, talking about authenticity is review websites, to be honest. So the likes of G2, Capterra, etc. Because people, it’s still a relatively new thing when we’re video interviewing. So people need to seek other people’s advice as to what you know what’s going to fit their need. So that’s our most successful channel. And then just Google, you know, Google AdWords, etc. We don’t, we don’t really don’t do any, you know, organic stuff at the moment. It’s mainly paid media. And then we do a lot of stuff like this. So talking about what is the future of video interviewing. And one really great network effect that we have is the more interviews that we do, the more people are aware of Willo. So quite often, what we actually get is people do a Willo interview for a role somewhere else, they then move to a different business or whatever, they talk about it within a company. And there’s an amazing network effect where they just keep referring people in.

JC: I guess your best case scenario is if someone’s being hired for HR, and they have to use your what we thought we’d have it, yeah, but we’re gonna use it in my new job now.

Andrew: Yeah, we literally I literally had an enterprise-level client come to us today, we did a demo with them when amazing, we like, oh, out of interest, how did you hear of Willo and they go? Well, we actually hired somebody who used Willo for free in another business, they joined here. And we’re like, okay, and that’s why product-like growth works. And people go, why are you giving away for free, it’s like, I’m not giving it away for free forever, one. And number two, if they leave, and they’ve had an amazing experience filling one job for free, and they go to an enterprise business, working alongside the VP of people, they’re going to recommend our product. So it’s a huge, you know, network effect that we see.

JC: So let’s kind of parlay on that a little bit. You were talking about the future of video interviewing. So where do you see, first off the future of video interviewing in general, whether it be you know, your competitors, and just the whole industry and whatnot? You know, where do you see that in three, five years? You know, is there other than it just being adopted more? Where do you see, do you see any new technology advances? Do you see any new integrations? You know, if you had to have your magic eight ball, other than just more widely used? What would you say is coming down the pipeline, industry-wise?

Andrew: Really, really interesting stuff? I think it’s coming. And it’s going to be a really tumultuous world video interviewing, because a lot of organizations are pushing that AI side of things, you know, biometrics and all of that stuff. But at the same time, a lot of HR and diversity advocates are pulling away from the AI and video and biometrics because of the lack of accuracy. And, you know, all of the hype around algorithms, and who wrote the algorithms? So how do you know you’re getting the right decision? So there’s gonna be some really interesting stuff around that. What we want to do with the kind of AI world is less about the judgment of people and more about the streamlining of process. So not, you know, should you hire this person or not? Please tell me robot. But if you do like this person, when can they interview? And how does that fit with your schedule? And how can we make sure that they apply to the job?

Andrew: How do you learn from the decisions that you’re making about holding, you know, hiring managers accountable to diversity and inclusion targets? And all of that stuff, to us is much more interesting to give you Intel around how your recruitment processes working, as opposed to Who should I be hiring by using a computer telling you whether to do that or not. So again, it comes back to the kind of ethical debate of AI and where it should sit and where it shouldn’t. So I think you’ll see loads of different offerings within that in the future and in probably the next 18 months to two years, if not, if not even quicker. And then, you know, from our perspective, what we’re trying to talk about, so we talk about flavors within our business and recruitment is one flavor but then much like your other example, what else can people be using one-way video interviews for? So whether it’s engagement or reviews, marketing, you know, testimonials training, for example..

JC: I like the testimonial part there, because when I ask for a testimonial from a client, like right now they kind of just use their iPhone, which I like because it’s very raw. And whoever’s viewing it can tell that this was just them wanting to do this, you know, but since everyone has a webcam now, because I kind of have to, I think I didn’t think about using yours for testimonials. That’s a really good idea. Because I imagine that importing that information, it makes it so much easier for the entire testimonial campaigns together in an email drip series, you know, that gives them the link and say, Hey, if you want to give a testimonial, and maybe here’s some incentive or whatever, that’s interesting, I’ll have to take a look at that angle. For sure. I like that.

Andrew: Again, it comes back to that being authentic. So your iPhone, you can still use Willo to do your iPhone. But you know, you’ve then got to send it via WhatsApp. And then you’ve got to download it from WhatsApp.

JC: Yeah, sending it over is a problem. Yeah.

Andrew: As oppose if you just send them a link and say, Hey, why don’t you record a quick video, you’ve done an intro video to it. These are the things we’re looking for. Can’t wait to hear your testimonial. Just click record. And I’ll get it downloaded. And through Zapier, you can push it through a, you know production site as well. So and we’re doing some really cool, I don’t know if you should get this guy on a company called Bannerbear. Amazing business API lead business, you can push video straight through Bannerbear, and it’s actually strings, those videos together, puts marketing banners on them and then spits them out directly into your social media content.

JC: Oh, that’s cool.

Andrew: So you can literally streamline the whole process to actually being posted. it’s genuinely..

JC: No kidding. Yeah, banner bear. I remember that one. Banner bear. Okay. All right. Let’s talk about you, though. I want to make sure I’m focusing on Willo, though. 

JC: So let me ask you a personal question here. When you were a kid, you know, what did you want to do when you grew up? And then Is this it? And if not, how did it get here from that? Like, what was that initial dream of? What do you want to be versus where you’re at now?

Andrew: Well, originally, I wanted to be a train driver.

JC: Really? Okay.

Andrew: Because I was a kid and who doesn’t?

JC: Yeah, I want to be a choo choo man!

Andrew: On a proper steam train, you know, like, yeah, black cap and, and all that, then I wanted to be an international hockey player. Failed hockey, not lucky, unfortunately.

JC: Okay

Andrew: I still play hockey. And then I went to a school where you didn’t have to wear a uniform, which is very unusual in the UK. Most people, you know, they have set uniforms that you have to wear. And I was like 11 years old, and I walked up to school in a shirt, tie, briefcase, basically in a suit at 11. Because I wanted to go into business like my dad. So I was like obsessed with him coming home in a suit and what have you. So I kind of always knew that I do one of those three things. When I realized you don’t get paid enough to be a train driver, and I’m not good enough at hockey to be an international hockey superstar.

JC: Three is not bad. You still got one of your top three? That’s a good one. Yeah. And then who knows? Maybe you’ll get a train set later. And then you can play field hockey with your new child that’s being expected soon. Right? You know.

Andrew: That’s my dream

JC: You might get all three eventually.

Andrew: That’s my dream. One of my heroes, again, in the UK, he bought his own train. So he bought a train and a length of track that he could just drive up and down because he’d made so much money. So that’s it. That’s what I’m aiming for now.

JC: That’s, that’s when you haven’t even yeah, that’s when you make so much money, you don’t know what to do with it. And then that becomes a new ideas that pop into your head. That’s funny. Well, here’s a quick question me, you know, what motivated you to start your company? I have no, I find that most entrepreneurs are born out of frustration. You know, I mean, was this just a random idea that popped in your head? Or, you know, did you work in HR for a while you’re like, this is crap, I need a better solution, you should decide to create one, like, what even made you take that leap to even create Willo at all?

Andrew: Well, I’ve worked in recruitment for 11 years and believe me and I was very lucky, I worked in a company that actually did mass assessment days. So rather than focusing on a resume, it was graduate roles, and they focused on potential rather than experience. So I already had that kind of indoctrinated in me that actually a resume doesn’t tell you that much about somebody’s capability. And then I was like, but there has to be a better way than you know, ferrying 50 grads into a room every week and putting them through some exercises. So there was that that was my frustration. And then on the flip side of my frustration UNs was running businesses. being incredibly time-poor as a managing director, and seeing CVS getting bored of them, seeing the wrong people hiring the wrong people. So he actually just tried to use YouTube to do it. And I worked okay. But it was clunky again. So then he was just like, well, there’s definitely a better way and that’s kind of how the business was born. So yeah, out of absolutely have frustration and just seeing the, you know, the talent market. Recruitment has been so antiquated for so long. And I think right now it’s, it’s the most exciting industry in terms of tech that I can see the changes because you’re going from such an old school sort of CV, resume-led mentality to you know, psychometric testing, AI, you know, diversity and inclusion and, and it’s, there’s just so much going on, it’s really exciting to kind of place to be so it was frustration plus excitement. I guess.

JC: That’s awesome. Well, I’m glad you did it. And I personally want to take a look at this and give it a test run, because I guess more people to hire myself. Andrew, thank you so much for being on the show. How can people find Willo? And then how can they connect with you personally, if they have some big enterprise deal they want to pitch to you?

Andrew: So connect with me on LinkedIn, I’m very open to connections just everybody calls me Woody, actually, but Andrew Wood, Co-Founder at Willo just Google that and you should find me in terms of going to Willo, just head to Willo.video is our website. And there you can sign up for free. You can have a look at our authentic testimonials that we filmed using Willo. And yeah, I would just absolutely get stuck in and give it a go. And you can despite what I said earlier, you can actually use Willo free forever if you only hire for one role consistently. So yeah, get on there. Give it a go and drop me an invite.

JC: Willo W-I-L-L-O

Andrew: Yes

JC: Because well, I mean, I always say this because when my favorite movies of all time is Willow, which is W-I-L-L-O-W. And I was like, and people listening might think you know, ends and W. So I wanna make sure the spelling W-I-L-L-O dot video?

Andrew: Yeah. And that is exactly right. We dropped the W off the word Willow. That was how we came up with the name. So just W-I-L-L-O dot video.

JC: Well I appreciate your time Andrew, thanks for being on the show. And we’ll talk soon. 

Andrew: Yeah, it’s been great. Thank you.

infinityadminEpi 38: Connect Beyond the Resume with Recorded Video Interviews – Andrew Wood, Co-Founder of Willo Talent
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Epi 37: How Executives Optimize and Grow Online Presence – Bant Breen, Founder and Chairman of Qnary

Learn more about Qnary at: https://www.qnary.com/

Find Bant Breen on LinkedIn here: https://www.linkedin.com/in/bantbreen/

JC: Welcome everybody to another episode of the Future of Biz Tech. I’m your host, JC Granger. I have with me here, Bant Breen. He is the founder and chairman of Qnary. Bant, thank you so much for coming on the show today, tell the audience a little bit about yourself and what you and Qnary do?

Bant: Sure, it’s great to be here. Thank you so much on having me on your show. I started Qnary about nine years ago. It’s a company that focuses on the online presence or optimizing and growing the online presence of executives. It may sound funny, but when we started the company, the simple insight of saying that an executive has an online presence, and that that actually matters to their reputation, as well as the reputation of their business, the growth that their business would experience and the growth or opportunities that they would experience as an individual that it would matter to all of those things was something that people didn’t really kind of totally grok at that time, they were more focused on the brand. Over the last nine years with tech solutions like ours, it’s become very clear that your online presence really does matter. And certainly as we all lived through the pandemic, it was not only an important thing, but it was the only thing, right? So all we had. So that’s what we do, we optimize what they look like in social media. And in search, we have a content generation engine that generates short-form content and long-form content, we then grow the places where that content and those profiles would be seen and the audiences that it would reach. And then we also generate engagement content for kind of fought when people actually interact with your posts, in some form or fashion.

JC: This sounds eerily similar to like reputation management as well, it doesn’t have that aspect, where..

Bant: I think you know..

JC: ..Handled and this can help, or even just a new CEO on the streets wants to just be able to hit the ground running and and a bunch of great results come up when people search for them if they’re going for like VC funding and stuff. I mean, you know, what kind of aspects does that have to do with that?

Bant: Yeah, the reputation management industry, or the reputation, I guess, almost call it like, crisis management industry certainly existed before Qnary started. And there were a couple of companies that focused heavily on that kind of reputation. “Oh, you have a crisis situation? And how do you fix that?” And, you know, those companies were very much kind of like cleanup, job companies, you know, very custom, they tended to lean on, from a tech perspective, lean on some of the loopholes and weaknesses that some of the earlier algorithms had in the, you know, for Google, a lot of that kind of has been covered up.

Bant: Our company is really more focused on like an evergreen strategy to build your reputation, but really kind of Own your presence and manage that. What we really uncovered early and why I started the business was that I saw that the engagement levels that content gets when it’s shared by individuals is anywhere between eight to 20 times greater than what a brand can get organically. And you know, when those numbers are, are massive, and then if you look at that across an organization, it just kind of grows exponentially. So the math really supported this idea that we build an engine to scale this area for folks.

JC: That’s really cool. So, who’s your perfect client? I mean, is it just as simple as saying a CEO? Or is there certain company sizes where this helps more than not? Whether it be from an attraction standpoint, or even from an affordability standpoint, like, paint me the picture of like, Who’s the best person for you to talk to me like, Oh, this is totally for you?

Bant: Yeah, great question. we’re a little bit caught between two business models here, I guess, as a company, about 30% of our clients are fortune 500 companies. And those companies will work with hundreds, if not thousands of their executives around the world. And it’s all basically a recurring revenue, a subscription-based model. The other 70% of our clients are small to medium-sized businesses, not super small businesses, but very small to medium-sized businesses in that lovely definition of SMBs being any company less than a billion dollars in revenue, right?

JC: Nice, very specific range.

Bant: Yeah, well, that’s I sat with a guy that runs a kind of a networking group the other day, and he was telling me that that’s how his group defines SMBs. And I was like, Wow, that’s pretty broad.

Bant: Yeah. But with those companies, what we’ll do is we’ll start with anywhere between one to 10 executives in those firms and really build with them so it’s more of kind of a land and expand approach with those companies.

JC: Okay, and so now, you guys been around a long time. You said you’ve been around 10 years, you said?

JC: Almost 10 years, this will be our 10th year. Our birthday is November 8.

JC: Okay, coming up soon then all right.

JC: Yeah. Now, what does Qnary do? Let’s say from a digital marketing guys, I’m always gonna ask this question right in front, right up my alley. What does Qnary do from a digital marketing perspective to get itself out there? Right? I mean, you know, you’re on podcast with me, right? That’s one thing that can be done after the fact, you know, this recording, you’ll your team will run with it and you know, get it out there. But we know what other types of things are you guys doing? that’s working and what’s not working? I know, some of the audience here are business owners too. And they like to kind of hear, you know, what might help?

Bant: Yeah, so when I started Qnary, the industry that I came from was advertising and marketing. I had been the CEO of several large agencies, large digital agencies. And so I had quite a kind of media and marketing network. And so I would say for the good, probably first, for the first four or five years, we leaned heavily on my network to get our story out, right, and to network it that way, through partners. But what we’ve really done over the last five years is to try to build an engine that initially was very much kind of email-based, email marketing based, then it expanded into doing some LinkedIn work, we now have kind of an elaborate network of partnerships with, I guess you could call them almost like trade associations or network associations where you have like the CISO network, or the CEO network, or YPO, things like that. And we have basically strategic partnerships with those groups, and support those groups to help them support their executives build online presence. 

So that kind of triumvirate probably is like the biggest way we get our story out. Now we do things like podcasts and webcasts, we’ve been on TV, radio shows, all those types of fun things. And we do give ourselves a couple of kind of benchmark goals each year, we’ve been on the Inc 5000 list for the last four years, which is kind of looking at the fastest growing companies in America. And so that’s become kind of like, a bellwether for us. Like if we can get on that list. We think that that list matters, it definitely, I think matters to a lot of startups. And then last but not least, we started about six years ago, doing a research study with Emerson College in Boston and Blanquerna in Barcelona, Spain. They’re both kind of communications-focused universities. And we do what now has become kind of like the industry standard in looking at executive online presence. It’s a huge global study, we publish that out, usually in q4 of every year. And that piece of thought leadership has become kind of a big part of our marketing strategy.

JC: Well, that’s good. So it’s kind of in that, you know, partnership, channel partners, things like that. But if you got good relationships like that, I mean, you don’t need to do a ton of outreach, marketing stuff.

Bant: I mean, we do retargeting on our website and things like that. We didn’t have a lot of success in terms of like doing display work. And to be honest with you, we’re probably too frugal to get into the battles over search right now, you know, there’s a couple keywords, they’re just a little a little pricey for us. So we’ve kind of avoided that battle so far.

JC: So walk me through what it looks like to engage, you know, with the company, is it a software that, you know, they log into, and they can kind of see, is there a dashboard, they’re showing? You know, like, if I was a client, what does my experience look like here? And what are some of the results that I see what kind of timelines you know, are associated with it in general? Yeah, sure.

Bant: So it’s very much of a tech platform. But what we’ve tried to do is make that tech platform essentially have all what we almost call like, you know, a white-glove approach to how you as a consumer would experience it so that you actually feel that it’s very much of a human experience. Albeit, there’s a lot of technology in the background that you don’t have to play around with. And we try to make it very simple for you. So essentially, what happens is that you would get assigned one of our customer success managers, that customer success manager would take you through your onboarding session, which is a set of about 40 questions that we’ve honed down over the last nine years. To be kind of the key questions that we need to answer to rebuild your profiles, and to optimize your profiles, and also to start generating content, and then to target audiences on your behalf. And so that onboarding session is quite important kind of framing everything up. It’s also the moment when you will be put on the platform, most of our customers interact with us on a day to day basis through our mobile app, the mobile app, basically acts is like you’re, in some ways, your online presence agent in your pocket, right? It’s where you receive your content to review, it’s where you receive your measurement reports, engagement, etc — that about, I’d say something like 96% of our clients are in the app every three days.

And so that’s become quite a huge part of our solution. For our larger clients, they do like to use the desktop app, because you generally will have like a kind of a central point person that’s managing it across the company. And they’ll use like a desktop, the desktop platform version. And you know, that’s kind of really how you get going. And then after like the first 10 days, you’ll start to receive content, you’ll optimize your presence and your you’ll start to receive content on a regular basis, and nothing gets published on your behalf unless you’ve approved it. You can edit it, any edits or changes that you make get learned by the technology. So it’s constantly learning your tone of voice words that I like and dislike thing that..

JC: That I like. Yeah, that’s very cool. I like that machine learning kind of style to it, for sure. And yeah, where does it go? You know, like when you say nothing will get published without your consent. But where is it being published? I mean, publishing in magazines, blogs, just on my own website, like, Where’s the stuff?

Bant: Yes. So we publish, we have API’s that publish across most of the major social platforms, probably the big ones that we focus on are LinkedIn, Twitter, Facebook, kind of your professional page, Instagram, Medium, YouTube now, we have kind of a video component into the solution now. And so YouTube’s become a bigger part of our solution this year, those are probably the kind of like the big channels. And then there’s, it depends on the region, there are other channels in Asia and in Europe that are important yeah.

JC: So it’s mostly social media-based, it’s not like a PR platform that’s trying to send this content out to other publications, right, is, you know, having consistency of your own brand, across your own channels, essentially, sure.

Bant: I mean, we do have a module for clients that it usually probably in like the second or third year, we’re working with somebody that they start to want this, but kind of like something that will push it out to the media. And that might get them like aggregated PR type listings and stories to get real kind of like tier-one press listings, you really need to develop kind of, I’d say a much more developed PR strategy, that’s a very long, cumbersome, unpredictable process. And that’s not that’s not something, that’s something our clients, like our clients want to know. Like they want it measurable, they want to know it’s going, right? And to be honest with you, that’s what we’re trying to do is kind of build that type of engine. That being said, we do see that our clients tend to get a fair number of opportunities to speak at events, they get asked to, you know, comment on various situations, because as they grow, we’re obviously building them into thought leaders, and they get seen by journalists, and so on and so forth. So and we do that, and we do connect them with journalists through our process. 

JC: So where do you see the industry, let’s say industry-wide first, you know, in this reputation industry, right online reputation, whether it be management or in your case, you know, consistency and creation across channels, but you know, lumping all of them into one, where do you see the industry going in the next four or five years? I mean, do you see any kind of leaps and bounds? Is there anything about AI or machine learning that you see that might be changing where you know, where the industry that you compete in is going first? 

Bant: Yeah, I mean, I completed a PhD in machine learning on March 13th of 2020. I know that because that was the last, I defended my Doc, my thesis on the 12th. And that was the last day before the pandemic, close everything down for everyone.

JC: Wow you slipped right under the wire on that one. Congratuations, that’s a huge accomplishment, so congratulations

Bant: Thank you. But you know, the thesis was a wonderful experience, but it was a hard experience. But the silver lining of that whole process was that it got me to work with a lot of the leading machine learning companies and really to get a very, very good feel as to what we could apply, or what we should be applying in our solution. And so, you know, I would say that, you know, we already use, you know, some elements of very primitive machine learning in our solution today, last couple of years just for matching of content, etc. By the end of this year, the bulk of our content will be mostly machine learning generated, that we create, and a lot of the ways that we’re seeing connections between executives so that is we try to build out your network is based on kind of our an algorithm that we’ve built, then that is supported by machine learning, as well. So AI is a huge part of our business and how we’re going forward in terms of other things that I think are really critical. And it’s been fascinating to see the growth of audio with things like clubhouse over the pandemic, I’m not as enamored with Clubhouse as maybe a lot of other people are but..

JC: I was at first, but I got exhausted from it, because I was on it all the time. And then like, my brain just was fried. And I was like, I need a break.

Bant: Yeah, no, it’s very, it’s been very, very popular. And certainly, they’re on to something, which is this idea that there is like 30% of your time, that kind of peripheral audio could be you know, it’s another part of our attention that you could grab. But we are big believers in video, we have made a huge push into video this year, we launched our Qnary studio in January, we’ve already created something like 10,000 hours worth of video for our clients. I would expect in five years, the vast majority of what we’re doing is video-based to be honest.

JC: See, that’s that’s good here. So my second question was basically, you know, where do you see your company in five years? But you’ve kind of answered that. But let me ask you let me be more specific, then. Like I said before, in our pre-interview, you know that this episode probably won’t drop for a couple of months after we talk now. But what are some new features or things that are coming down the pipeline that Qnary working on, that you’d be comfortable telling the audience in advance? And again, like I said, that the point here is for a couple months anyway, but you know, what kind of inside scoop, can you give us about where what Qnary is working on right now?

Bant: Yeah, I mean, it’s a big development year for us. The company grew considerably in 2020, after having a moment where I thought we were out of business for a moment. In March of last year, things really rebounded. And we grew about tenfold last year. And what that’s presented is kind of a whole bunch of challenges for the business. One is that we are aggressively kind of doing some of that AI work that I we just were talking about, which is great. Two, is that a lot of companies are actually asking us to go deeper into their organizations. And so we’re, whilst our core solution tends to be for kind of like that top third of executives in an organization, you know, a lot of the development tools to deliver that, through a whole organization will be rolled out the back half of this year. And then, as we mentioned, a lot of these products that we have, we’ve developed a podcast webcast solution that’s very scalable, very easy for people to build their own podcast webcast, as well as an engine that is a kind of a personal website builder.

And that we’ve seen that type of tool ranking quite well for folks, it gives them a little bit more control over their online presence. So those are the areas that are kind of new. As I said, the big trends for us in 2021 are, you know, I’m not a believer in trying to run a company of 10,000 people, that’s not our goal. Our goal is to have you know, really satisfied employees that are doing meaningful work and stuff that’s kind of like blocking and tackling that can be done by machines will be done by machines. And we will build protocols and processes in place. So that nothing kind of how should I say that we can manage kind of the ethics of AI as effectively as possible. And then the other thing is video. You know, we’re big on video.

JC: That’s awesome. I really am looking forward to seeing, you know, like you said the webcast and podcast creator. So let me know when you have a beta of that. I’d love to touch..

Bant: Sure yeah, happy to show it to you. I think you’d dig it. I think..

JC: Oh, yeah. I’m such a software nerd. I love it. I really do. Anytime I get on a date. I’m like, let me see it. Let me see it. Let me ask a question. What is the best advice you’ve ever been given, business-wise or the best advice that you could give the Audience personally, from your experience in business, maybe you’ve owned your company a long time, you know, drop some knowledge here. What, what some of the words of wisdom that were either imparted on you or that you could give?

Bant: Wow, um..

JC: No pressure..

Bant: No, it’s a great question. It’s funny. I, like many people, have had a lot. I’ve been fortunate to have a lot of people offer a guidance at times. And, you know, sometimes it’s been really crappy advice. Other times, it’s been great. But no matter what their advice, but in some ways, they’re all learning experiences, one of the mentors that I had along the way how to a nice thing, and I don’t know why I just thought about this with you. But for some reason it triggered off with you.

Bant: He said that you should always help people, you know, in the sense of, you know, helping them with their careers as much as you can, you know, try to kind of give them 20 seconds, two minutes, 10 minutes, whatever you have. And I’ve always done that, I learned that from him, I always was kind of like, you know, how is it that this senior executive is like making time for all these people. And, you know, he had such an incredible network of people at all levels. And so that’s actually always been something that I’ve practiced in my career, I definitely meet with old people, young people, you know, people that have very specific skill sets, others that are generalists. And, you know, because, you know, building those networks is really what businesses been all about. And so I think that that kind of whole idea of networks has always fascinated me.

JC: Well, I really liked that answer, because I have a very similar style when it comes to that, you know, I didn’t have a mentor for business growing up, or while I was in business, I mean, I’ve basically learned every lesson in business, the absolute hardest way possible, right? I mean, it’s a real theme of my life as my parents. I always, I always did things the hard way, no matter what. But you know, so it made me it put me in a good position to be a mentor only because I’m just a war torn, right. Like, I’m not, I’m not a genius. I just been through all the crap, you know, so like, I know what to help and tell people. So but I’ve had the question asked to me before, you know, like, with all the stuff you’re doing, and going and going through, you know, why are you helping that person right now? Why are you taking that time? And I simply answer, because I can. Yeah, you know, and I think if more people answered the question of, why should you help people? If their answer was just because you can? Yeah, you know, the world might look a little different. You know, what I mean? Like if you can’t, then you can’t. But when you can, why not? You know? 

Bant: I completely agree. I completely agree.

JC: The only other thing I would have added, you know, as another kind of piece of it advice is really kind of the motto or the manifesto of our company, which is, you know, find a way. And what I mean by that is, you know, when you’re starting a business, and it sounds like you’ve experienced this, you know, going through kind of good times, and bad is, you know, there are moments where, dude, you gotta meet payroll, you gotta, you know, you know, you’re going down, but you got to find a way to make things work. And, and it’s that process, it’s that active problem solving that is so critical for the lifeblood of any business. And so I always tell our teams not to be judges, don’t let yourself fall into the trap of being a judge, you know, where you say, well, this doesn’t work, or that doesn’t work, or this is good, or this is bad, always helped to come up with a solution come up, you know, action-oriented, actionable solutions. This sucks. So let’s consider this, this could be that we have to change this. How about these three ideas? Right? So it’s kind of something that I preach a lot in the company, but we have a culture of finding a way and I think sometimes probably people don’t love that. But you know, it’s easier to be a judge yeah..

JC: ..it inspires the critical thinking process, you know, and that can be really rewarding too. I remember old basic training, Lackland Air Force Base, I remember that three words of similar to yours. Yours is “find a way”. Theirs was “make it happen”, right? Make it happen, Ranger because the whole idea was that listen, we gave you the tools and we gave you the training. You have all the pieces you need. It’s your job to put it together to reach that goal. And they never you know, it was never a goal that was impossible. might have been a goal that was improbable. It might have been a goal that you didn’t experience before so you didn’t understand to do it. But you know, and it’s frustrating is sometimes it can be for someone to only direction to say Make it happen or in your case, you know, find a way, I can tell you when you come on the other side of that, when you do complete it, the sense of reward you have, and self-accomplishment, not only gives you what you needed to, you know, to overcome that stress and before, but it gives you this energy moving forward that you didn’t have either, because then you start raising the bar of what you know you’re capable of. And that’s a very powerful thing to have in your staff. So I commend you for having that attitude. You know, I feel like you probably don’t give impossible tasks, but you probably give ones that aren’t going to be easy. And but you provide them with the tools and the training to get it done and, and make it happen or find a way right. So I commend you. I mean,

Bant: Yeah it does sound a little hard, as you know, but I don’t actually, I really don’t mean it that way. It’s meant to be one where, you know, keep your minds active. Think of solutions. It’s too easy in organizations to get numbed to a point where you’re just going through the motions following a task doing without thinking. And that’s, I think that’s the critical thing, which is, you know, we’re investing in talent that wants to think and build and dream, right. That’s every company wants those types of people. And we do too,

JC: Right. That’s amazing. Sounds like a pretty good company to work for there. I guess if anyone’s listening who’s looking for a job, and..

Bant: Absolutely. We got lots of jobs right now for sure.

JC: Oh, well, on that note here, for what, thank you so much for being on the show, man. I mean, I love what you’re doing here. I love the platform. I think it’s obviously the fact you guys went 10X, in a pandemic says a lot about, you know, where it’s going in the machine limb that you’re doing. So I commend you for that. I love your leadership style already. It’s very similar to mine. I think it’s cool. I guess I’m biased. I’m biased. But so how can people reach Qnary if they just want to check it out? And then also, how could someone listening reach you directly if they have more high-level partnership or engagement in mind?

Bant: Yeah, I mean, email me at Bant@Qnary.com. That’s two names that are complicated, right? Bant B as in boy, A-N-T at Q-N-A-R-Y.com. You can always go to our website. And our website is basically just relatively simple site. But if you if you want to kind of see how our system works, just sign up and one of our analysts will take you through kind of like how the whole thing works. They’ll also take you through a scan of your online presence. So it’s actually kind of one of the things that we do for folks just to explain the importance of it.

JC: That’s awesome. I love it. And I am looking forward. I’m gonna hold you to that beta test I want to check out.

Bant: Absolutely. Absolutely.

JC: Thanks for being on the show Bant. We’ll talk soon.

Bant: It’s great to be here. Thanks so much.

JC: Buh-bye.

infinityadminEpi 37: How Executives Optimize and Grow Online Presence – Bant Breen, Founder and Chairman of Qnary
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Epi 36: Data-Driven Decisions From Creative Asset Analysis – Anastasia Leng, Founder and CEO of CreativeX

Learn more about Creative X at: https://www.creativex.com/

Find Anastasia Leng on LinkedIn here: https://www.linkedin.com/in/aleng/

JC: Welcome, everybody to another episode of The Future of BizTech. I’m your host, JC Granger. I have with me here, Anastasia Leng, She’s the founder and CEO of CreativeX. Anastasia, thank you so much for coming on this show. Why don’t you tell the audience a little bit about yourself and what it is that you do?

Anastasia: Sure. Hi, everyone. So my name is Anastasia, I’m the founder and CEO of Creative X, which basically means I do all the jobs that don’t have people yet doing them. I’m a former Googler, I spent about five years working in Google worked on every Ad Tech and analytics product Google had during that time. And this is actually my second startup. The first one was a complete disaster in a failure. But it led me to this. So I guess we’ll kind of consider it a latent success.

JC: I’ll tell you, I have to say, I say that it’s a trail of tears of the Golden kingdom, right?

Anastasia: Absolutely 

JC: Like, there’s no awesome story, like, yeah, I had this idea one day, and then I told it to one person, and then they gave me a bunch of money. And then it was a great success. And now I’m retired, like, that’s never been uttered in the history of entrepreneur.

Anastasia: It’s true. It’s true. And you know, what’s actually funny about this is, I found that this idea of having a first company that fails, and a second company that is like the phoenix rising from the ashes, is actually a pattern of success that investors look for. Because I think slack was born that way. There are a number of other companies that came through this first company failure, second company success, it’s actually sort of a weird badge of honor.

JC: Yeah. No, they want to know, I mean, I’ve talked to a lot of VCs and, and honestly, some of them, like the dirty little secret is that they want to know that you’ve tasted failure. I mean, you look at you look at sports. And almost, there’s a reason why there’s only one team in the history of the NFL that ever went undefeated in their season and won the Super Bowl because that basically never happens. For all the undefeated teams, they always eventually get beaten, and then they lose in the end. But that’s because they didn’t have that practice. You know, when things got hard, you know, even though the professionals they kind of almost lost touch with what it was like to lose. So they lost touch with what it was like to pivot and be able to overcome, you know, the big adversity. So, and that happens across all right, like you don’t want a perfect season. It’s like the..

Anastasia: No, no, of course.

JC: The kiss of death for a championship is to have a perfect season.

Anastasia: Yeah, I think you learn too much more from the losses too. But, you know, I remember, this is such a big surprise to me that when we were raising money for Creative X, which was then called the Castle Labs, we got a term sheet from an investor. And in it, you know, the terms he gave us were relatively generous, I thought for a company that didn’t yet exist. And the way he justified he said, Well, you know, you’re a serial entrepreneur. And I really did not feel comfortable with sort of having that label. And I said, You know, I don’t think having one failed company has earned me the serial entrepreneur label. And he said, you know, the biggest thing for us as investors is knowing that you won’t give up. And if you’ve proven that you’ve tasted failure, and you’re still willing to keep going, keep grinding, and your team is still with you. That’s one of the biggest things we need to de-risk as investors. And you’ve just done that for us, which I never really appreciated.

JC: Yeah, no, I mean, you’re right. Well, and before we get too far, let’s talk about Creative X real quick. You know, what is because now they’re like, well, well, what is it? So what is it? What does it do? And who does it help?

Anastasia: Yes. So Creative X is a company that focuses on elevating creative expression through data. So really, what that means is we’ve built technology predominantly for marketers at some of the largest brands in the world, to help them make better decisions about all the creative content they’re putting out there using data. To take it one step forward, it basically means we use things like computer vision, optical character recognition, etc. to really understand in-depth, everything contained in their creative content, and help them measure everything from brand consistency, to representation of talent, to adherence to creative best practices, and how those decisions that they’re making are actually impacting the bottom line.

JC: Okay, so walk me so for it’s a two-part question. The first one is, with what you guys provide, who is your perfect client, right, like, industry, size, you know, capabilities, whatever. And then after that, can you walk us through what, what it would look like to use your system? So first, who’s the perfect client? And then like, let’s get a visual almost on how someone wants to use it?

Anastasia: Yeah. Yeah, you know, the perfect client is, they will tend to be so let’s start with kind of company first, and then person second. So the company will tend to be a multinational conglomerate, right? Think of, you know, present in loads of markets, multiple brands under its portfolio, it’ll tend to be predominantly B2C, or certainly being an industry where visual is a big part of how it communicates its value proposition, right. So we really look for companies that have that scale, they tend to be in the Fortune 500, or at least the Fortune 2000.

JC: Like,  someone who relies on their brand heavily, something like that?

Anastasia: Exactly. That’s the last part, right? Is this brand has to be effectively like a valuable asset on their balance sheet that they really care about preserving and those are the likes of you know, Unilever, Heineken, Nike but that’s a company stuff. On the person front, what we tend to see is they tend to be individuals who are very, very data-driven, right, they want to bring data to the last frontier, which is the creative and doesn’t have as much data as all the other parts of the marketing funnel, they tend to sit in more centralized functions. So they will oversee a bunch of regions, they will oversee a bunch of brands, rather than just focus on one piece. And then from a you know, at least in the early days, I think this is starting to change as our product becomes you know, a little bit more industry standard. But in the early days, they were sort of like the folks, you know, who were happy going a little bit rogue, they were like the internal innovators. So they really wanted to be the first ones to test something, they really wanted to bring new technology to the table. They were almost like the entrepreneurs that, you know, hadn’t get started their own companies, but they wanted to do within this big company environment.

JC: And so what does it look like to use your system? So imagine, Imean, I’m the VP of, let’s say, branding of America, right? For a fortune 500 company. So I kind of meet all those requirements that you’re talking about right there. Right? So I log in and what’s my benefit? You know, what do I see in my dashboard kind of thing? You know, where am I? Where am I saving time? Or money? Where am I being more consistent in things? Walk me through that visual? So I understand what it’s like to even use yourself?

Anastasia: Yeah. So so you’re a VP, let’s say your VP of global because let’s go big, and we’re gonna, we’re gonna..

JC: Even better. I’ll take it, I’ll take the pay raise.

Anastasia: Exactly there you go. You’ve just been promoted. So your VP of global you log into dashboard. What do you see? Well, right off the bat, you see every single creative that all your brands and all your markets are putting out there right now that his media spend behind it, you see what percentage of those creatives are adhering to your creative quality standards, to your brand consistency standards, etc. You see how much money is being deployed on content that meets all your standard, the content that doesn’t.

Anastasia: You see who are the agencies who are spending the most money creating and deploying content that doesn’t adhere to your organizational standards. So you can actually see where the bleed is coming from. You see statistically significant correlations between kind of all your creative best practices, all of your brand, kind of distinctive brand elements, something we call DBAs, and digital performance metrics. And you can start to see, hey, as our creative quality score, as our brand consistent score goes up, what happens to some of this performance metrics. So that’s one thing you see, right. The other thing that you don’t see, but that happens in the background is what your agencies will see is a tool that allows them to actually test all new content, before it goes live to our system, to make sure it adheres to all of the brand-specific best practices, guidelines, creative learnings, etc. before it even goes out, which gives the VP confidence probably, that, you know, the organization is starting to March the beat of the same drum. And this is all automated and in real-time.

JC: Wow. So it’s not only does it have a check and balance before a filter before it goes out. So I imagine the software’s checking for font style, color gradients, right to make sure all those are on the quality of the picture size to make sure that it’s not too, you know, watered-down, you know, in low quality, those kinds of things is checking for matching correct?

Anastasia: You know, to be honest, the gamut runs really wide, it can be stuff like that, and those things that you’ve just mentioned, we see a lot on the brand consistency front, when you’re talking about something like creative quality, it’s really more adhering to platform-specific best practices. So you know, what is required for a piece of content to be successful on Instagram is different than YouTube is different than TikTok. And so what we do is we actually figure out what are those creative best practices that are platform-specific, and is every piece of content you’re running because there’s, there’s kind of a big, because there’s so much content being produced, we see a lot of recycling. But actually, the downside of that recycling is you’re putting something that was meant for an Instagram story as a YouTube video. And you know, the dimensions are even completely different, right? So we see a lot of this recycling, that actually takes a very negative toll on performance and on a user’s ability to really interact with that content. So we see things of that spectrum, we see things of the spectrum, you’ve described, the last thing that we’re seeing more and more of now is how do we make sure that when we represent people in our ads, we are telling progressive, authentic stories about the kinds of people representing and we’re not inadvertently perpetuating stereotypes. So that’s sort of a new use case we’re seeing come up more and more.

JC: Well, that’s really cool. And what kind of feedback Are you getting from new clients? Like within that first couple weeks of using it, right? Like, I mean, like, you talked about having, you know, inconsistencies and brand and the bleed and, and having you know, how much money we’ve been spending over here where we’re not either using the brand at all or not properly? You know, are they shocked when they go “holy crap, I had no idea” or is it like, “okay, yeah, you know, we figured it was probably somewhere around here, but now we can pinpoint it, which is really valuable”. Is it both? I mean, just what kind of reactions do you get usually?

Anastasia: Yeah, it’s funny because you know, we’ve done over two dozen of these global deployments and when they say global, you know means for one of these kind of global grommets, every brand, every market, etc. And it is amazing how consistent it is that that really actually there those first couple of weeks is every time. And the reaction is basically we had no idea we were spending so much money on content that doesn’t. Again, remember, we don’t make this stuff up, like we don’t tell them, these are best practices, and you should follow them. These are things the brand is saying to us that they’re giving us a list of things and say, these are our best practices or Facebook, their Facebook partners giving us a thing saying this is what it takes for us to be successful on Facebook, please make sure you and your agency team do this. And so from about, you know, 30 plus of these global deployments, what we’ve seen is the average creative quality score, right? Meaning the percentage of content that meets all your creative best practices is about 20% when we start, which means that there’s literally in some cases, billions being deployed towards content that doesn’t meet your organizational standards for creative excellence, which is a really big shock, right?

Anastasia: And I think, in reality, most people know, right, which is why they start having the conversation. They know there is some problem, but they don’t know how bad it is. And in fairness, this is not brands being careless, or people you know, sort of not being thoughtful enough, it’s just that we’ve never created as much content as we do today. And the problem is, we have to do it faster. We have to, we have to memorize all the different things that like YouTube and Facebook, Tik Tok one done in a different way. You know, it all has to be personalized. And there’s so many things you have to do as a marketer, it’s basically become impossible to do it without technology. Because even if you if you look back a couple years ago, when we had like one, you know, TV campaign, we ran for six months, marketers were doing some of these similar things, but they were doing them in a human-led way. But with the scale that’s longer possible.

JC: So let me ask a question. You know, what inspired you to even create this? I mean, most entrepreneurship is born out of frustration, right? You know, you were forced to deal with something that you hated. And you’re like, dang it, someone needs to fix this. And then you realize, well, I guess it’s gonna have to be me. Is that how this company started? Or do you just have some weird light bulb went off? Like, how did you even come up with the idea to create this?

Anastasia: Well, it goes back to our earlier point about you know, the importance of failure and learning from failure. So me Don’t I wish I could tell you I had this brilliant insight. And I saw we the industry was going we were lightyears ahead. But no, it was none of that. So my first company was an e commerce business. And you know, thinking of it as kind of like a glorified Etsy, we were selling kind of customizable lifestyle goods. And we started noticing that imagery and video was so important to kind of getting users to not even click on the the asset, but come to our site and buy. But we couldn’t figure out why some creatives performed really well and others that looked very similar to us, and to the naked eye that didn’t have the same, you know, didn’t catalyze same consumer reaction. And as a team of engineers, it drove us crazy that we’re making these like very data back decisions about everything else, except the creative, which was like finger in the wind, you know, let’s conjecture about what’s going to work. And so we started trying to think about how do we become more data driven in our approach to create a decision making, literally just to solve our own problems?

Anastasia: Because if you think about our company back then, were ecommerce company, very poorly funded, we have no we can’t pay to play, we can’t compete by like out bidding and all the other tactics. And so, you know, we thought about how do we get smarter, right? And our thesis was you get smarter by having better creative and really understanding what’s working from a creative point of view. And so our first iteration was, we took a spreadsheet, we put a bunch of images that we were using the spreadsheet, and we had columns for kind of binary questions, we wanted to answer about those images. Was there a person the image? Yes, no. is their product the image? Yes, no. And we went out and manually, you know, I did a lot of this in the early days, and manually sort of filled out this and then crunched the data and saw what the data set and and started making decisions based on that. And that was where the insight came from. And of course, the products evolved a lot since then. But the original insight was from trying to save a company that was that working.

JC: It’s funny, the way you describe the initial version of it, like is this picture with picture that, I cannot help myself but quote, you ever watched Silicon Valley?

Anastasia: Yeah. Is it a hotdog?

JC: Remember hot dog, not hot dog? You made that?

Anastasia: Yeah we made “hotdog, not hotdog.

JC: For anyone listening who doesn’t know what I’m talking about, you got these go on YouTube for this part that basically Silicon Valley it’s, it’s this parody on the startup in the Bay Area. And there’s a software that one of these guys creates, and all it does is tell you, if you take a pinch of your food, all it does is tell you is it a hot dog or not a hot dog, that’s it. And he ends up selling it for like $10 million, which is ridiculous or something right? But I just remember, like the way you’re describing the beginning stages of it, you know, hot dog, not hot dog.

Anastasia: Yeah it was definitely hotdog not hotdog. Yeah, exactly. Those are our roots. And yeah, I’m proud of them.

JC: Let me ask you question, a lot of the audience here are kind of founders sea level, you know, VPS or higher of businesses. And I find that one of the questions that really helps them is to ask my guests, you know, what type of marketing are you doing? To get your name? Obviously, you’re on podcast, right? So this is one thing, okay, but..

Anastasia: A new thing for us. But yes..

JC: I know. Right? Yeah. So what kind of digital marketing? are you guys doing that’s been successful, and what maybe hasn’t worked? Any kind of insights you could give the audience as far as kind of what you guys have done that maybe has helped you? Yeah. Land those bigger clients?

Anastasia: Yes. So you know, I’ll be I’ll be honest, in saying that, the marketing team is something that we’ve literally just started, I would say, a couple months ago, it’s a completely new function for us. And what we realize, and again, you know, this is very specific to us, because we work with, you know, very C-Level and senior folks at some of the biggest companies in the world, but what we realize is our best marketing was happy customers. And so what we did in the early days, is we invested everything we could to make sure that as we really listened to their feedback, we were very direct and very transparent about the things we were going to do versus the things we were not going to prioritize and explain the rationale behind that I spent, I still do, I spend a lot of my time in, in support and talking directly to our partners to understand the issue. And what that led to is, when we look at the business, the bulk of our growth has come from two sources, customer referral, and someone that we work with at one company, even maybe not directly, but you know, maybe they’re using our product as part of one company moving to another company, and then bringing us in. And so happy customers was really sort of our marketing.

Anastasia: Now, we’ve obviously, as we’ve started to grow more an investor expectations have started to change, we’ve started to think about building a proper marketing team. And I don’t know if I have too many insights to share. But one of the things that we talk about a lot is, is you know, being true to yourself, right and being true to your audience. And so for us, we know that the folks that we talked to are, you know, busy people, they get inundated with cold emails and ads, and all of that. And we just said, Look, we’re not going to really play that game. And so what we focused our marketing team on so far, is how do we use our tools to create interesting insights from analyzing lots of imagery and video, that are actually the kind of things you might want to talk about at like a dinner party or cocktail party. So you know, we denounce the Super Bowl ads, looking at whether or not we got better diversity, like over the last five years, by analyzing kind of, you know, the most expensive ads in the world. During that one day, we looked at whether or not representation of diversity changed post Black Lives Matter, in terms of the ads that were being put out in the US, you know, so we’re, we’re currently doing a piece on NF T’s and whether or not how brands are using kind of visual cues and NF T’s. So we try to think about kind of data driven storytelling, that’s been our approach so far. And again, it’s very true to us and what the company stands for, which is, you know, bringing a little bit of that data into the creative process.

JC: That’s really cool. Well, let’s, let’s talk a little bit now about the future stuff here. So first question is, you know, where do you see the industry that you’re in? You know, what, let’s call it, you know, brand software, generally, right, you know, for brand protection, you know, things like that? Where do you see that industry, including your competitors going in the next like, five years? I mean, how do you see it evolving? Just in general and being adopted?

Anastasia: Yeah. So, you know, obviously, that the reality is, no one knows, right? I think I see a couple of different paths from what we’re doing and other folks are doing. I think one thing that’s happening is, there’s been such a focus in the digital world on performance optimization, right, driving for clicks and conversions. And all of that, we’re actually starting to see is a little bit less focused on sort of short term ROI and short term, medium metrics, and more of a focus on how does the stuff you’re doing impact brand. One of the things that we’re already seeing this is maybe not too far ahead, is how do you start to measure brand lift – through like in a very quick and condense and like, programmatic way? Right. And so that that’s one thing is this, I think the conversation is really starting to shift, at least with the brands we work with, from, you know, what’s the click-through rate on this to is this going to make our consumers more likely to consider our product or to think favorably of our brand? Because I think there’s some consensus that we’ve moved too far down this like rabbit hole of constant optimization, and actually moved away from the thing that we’ve always known drove sales, which is a really strong brand identity.

JC: Yeah, making that connection between the the action and the reaction rather than just action, action, action action all the way down, right?

Anastasia: That’s right. That’s right.

JC: Now, let’s hear some teasers about x, right. So like I said, you know that if I want to out for a couple months, you have a little bit of time here between.

Anastasia: Okay

JC: But what’s coming down the pipeline for you guys? What are some new, cool tools or ideas you have or direction that you know you’re going in? Like, what can we give the audience that they can look forward to, or that might have just dropped by the time they hear this.

Anastasia: So one of the things that we’re working on now, which is which is very close to my heart is looking at how we can use the technology, we have to increase diversity and representation and content, and to decrease stereotypical portrayals of people. So one of the things we realized last year is because of the way we work with brands, all of a sudden, we have access to their entire content library. And two, we can start to sort of use our tech for good, right. So one of the products we’re building is a product that will help our brands not only get a quick sense of, hey, here’s what I feature people in my ads. Here’s how the people I feature break down by gender, by age range by skin tone, but also more importantly, am I telling different stories about different kinds of people? And are they progressive or regressive stories? So it may be great. Yeah, right like to, you know, I think it’s, we want to avoid like a box checking, sort of diversity product, but we’re trying to think about is, you know, every brand is really struggling with this. And I think a lot of people we talked to generally take this very seriously and want to do some good around this. And so one of the things that we’re looking at is, how do we help not only kind of help them understand what kind of people they’re casting, but also how they’re representing them. So might be great that, you know, 50% of your ads contain women. But if those 50%, 90% of women are being shown in domestic situation, sort of cleaning, cooking, etc, then perhaps it’s something you need to think about, right? So we’re trying

JC: Especially if there’ a single market there to, you know, for singles or anything like that you’re showing the wrong types of images to that demographic.

Anastasia: Yes, but more importantly, you know, there’s, it’s, it’s looking at about the kind of the targeting front of it and more about, there’s a lot of research that’s been done that shows that even the way that people are portrayed in Ads has a meaningful impact on the way that like younger people might see themselves, right. And there’s a lot of research done by a brilliant organization called the Gina Davis Institute, and they’ve been working on this for a long time, their focus is really has been to eradicate stereotypical portrayals in media. They started with film, right, and Gina Davis, obviously an actress, and they’re now also helping the brands do this to add, you know, some taking a brand like Unilever, P&G, which are some of the largest advertisers in the world, you know, on a given day, you might see more ads from Unilever, then you might watch like Netflix content, right? So it’s a there’s a lot of a lot of time you’re spending taking in these portrayals. And the research shows that they do have an impact on how you see yourself. So there’s, I think, a broader social element here as well.

JC: What about going the other direction? What about a company uploading its content library? Let’s take Mattel for example, because I believe they own Barbie. Right?

Anastasia: Yeah.

JC: So recently, which has been awesome is they’ve seen big gains in minority colored Barbies. Right? You know, I mean, there’s black Barbies, there’s Hispanic Barbies, like this was never done before was just whitewash Barbie forever. So if they, let’s say, uploaded the images of that, do you see a future where, because you mentioned very specifically how the content might not be tailored to the image properly. So if they were to upload their images of their, let’s say, their minority looking Barbies, right, or figures in general, and then the content that’s behind it, was still talking in a way that’s clearly geared towards white people. Do you see a way for it to to recognize that and say, listen, you’ve got this image that isn’t matching this tone? Or this the slang or this, you know, or whatever, right? You know, do you see it going in the direction where it can start matching, and creating suggestions for content with the images so that they actually have a flow so that you’re not talking, you know, to white people while showing a black Barbie or vice versa? Do you see that connection coming in?

Anastasia: Yeah. So you know, yeah I’m not sure because the research on this is actually quite mixed. So, um, you know, Facebook just did some, I believe it was Facebook, I don’t want to misquote here, but they just did some great research, looking at what happens when you show, you know, diverse talent to folks, you know, across a diverse spectrum, righ? So should you always show you know, white people to white people and black people to black people? And the answer is no. Right like showing diversity of portrayal and showing diversity of of people seems to work from their analysis across the board. And one of the things we’re very careful to do is to make sure that we’re not inadvertently using what we’re building to create further stereotypes, you know, so, like, even things like like, slang I think that can be a dangerous road to go down. Because then, you know, we don’t want to inadvertently say, hey, you use this word, and our technology doesn’t do this anyway.

Anastasia: So it’s not really, you know, not really a direction we would go in. But we’re very careful in helping them understand what is the story they’re telling, I think technology is not yet at a point where it can make recommendations fully around how we should talk to different kinds of people, or what we should show different kinds of people in a way that that doesn’t, that might not accidently perpetuate more stereotypes. I mean, the old adage is, like, put crap in, you get crap out. And the reality is, a lot of the pleadings that’s here can be biased. And so you know, that’s not a road where we’re planning to go down yet, because at this point, we just want to have first brands understand where they are, and then give them a way that they can set goals around progressive representation and commit to doing better, and then help them achieve those goals without really making recommendations of here’s how you should talk to different people. You know, that’s not really our bread and butter. But there are again, great research institutes that spend a lot more time looking at this qualitatively, like the Gina Davis Institute, who are much better partners for something like that.

JC: So it doesn’t sound like something you guys can do. But it sounds like it’s something that the industry could produce. And hopefully they go farther than hot dog, not hot dogs, right?

Anastasia: Hopefully they get way from hotdogs not hotdogs.

JC: Let me ask the question here. So what is the best either a the best piece of advice you’ve ever been given, you know, from a mentor or something business wise, or the best piece of advice that you can give the audience based on your own experience?

Anastasia: I think this probably changes day to day and depends on the moment you catch me in something I’m thinking about a lot right now is, and then this probably relates to the best piece of advice I can give at the moment, is really enjoy those early days of creating a company, because you know, our company went from, we were about 10 people, we were the same 10 people for like, three, four years, we went from 10 to 50. And I think about the last 12 months, and we’re continuing to grow. So you know, it’s not huge, but it feels really big to us, right? And I remember being 10 people and thinking, I can’t wait till we’re 50 people were 100. I can’t wait till we hit this revenue threshold, like life is gonna be so easy then. And I, you know, I kept, I was so focused on where I wanted to go to. But it’s funny now that we’re here, sometimes I miss the lack of complexity in the early days, and like, the joy of finding product market fit the joy of like, really quick this, I mean, all that so happens, of course, but, you know, I wish I could almost go back and really enjoy those those, like family like days of building something from scratch together.

JC: Yeah, I mean, it’s, you know, it’s exciting, right? It’s the hunt of it, it’s the trying to figure it out the problem solving, you know, just really, really fires your brain off on multiple cylinders, you know, and, and not that you don’t have things obviously, to think about and work through now. But no, I get what you’re saying. Because I mean, I’ve owned my agency for over 10 years. And I remember, early days, you know, not when I didn’t even know, like, who was our niche going to be, you know, I mean, we end up, I’m a geek from the Bay Area. And I like B2B. So I’d end up being B2B software companies. Okay, great. But before, I mean, we were all over the map, because we didn’t really know like, you know, what are we going to do? How are we going to do it for but it was exciting figuring it out, right?

Anastasia:Yes yes yes

JC: You know, there’s a lot of ups and downs in it, but and now that we’re there, like, Yeah, we got it, we have different things we work on. But yeah, I do miss a little bit, that exploratory phase of it, you know, what I mean? You know, it’s probably what kind of think maybe keeps, quote, serial entrepreneurs in the serial part of it, right? Because they can restart that over and over again, that’s why you sell after a certain point, or pass it on to a president and then you go create something else, you know, you get back in the, in the trenches. That’s really cool. Yeah, I can appreciate it.

Anastasia: You know, it’s really, both are really exciting. And I think there are challenges that that I’m really enjoying now. And, you know, the luxury to think about certain things that I could only dream that these would be some of the things I’d be thinking about back then. But, you know, as a founder, and as a CEO, the way I think about my job is my job is to constantly like outsource myself, right and replace things that I do and hand them off to someone more qualified, more talented, etc. And over the last like year, I’ve been I’ve been giving off a lot of the stuff that I’ve been doing. And sometimes you know, I like product work is something like Detail Product work is something that I love doing the early days, something I don’t, I’m still very involved in product more at a high level. So yeah, I wish I wish I could go back and tell myself like, enjoy those days because you know, that building stuff like that is something I think I’ll always remember. And I think I wish I would have put a little bit less pressure on myself in the early days.

JC: I think that’s really good advice. Listen Anastasia thank you so much for coming on the show. I love you guys are doing over there. How can the, tell the audience I guess how they can get to Creative X website wise, and then how maybe someone can reach out to you directly if they have a much bigger project for partnership that they want to pitch to you.

Anastasia: Yeah, absolutely. so CreativeX.com is aour website the word Creative the letter X at the end I am one of those annoying Inbox Zero people. So I do actually read every email, I do my best to respond. So just my name Anastasia@CreativeX.com. Also LinkedIn is a good way to reach me. So if you Google my name, it should be one of the first things that comes up.

JC: Awesome, Anastasia. Thanks again for being on the show. And I look forward to speak with you again, soon.

Anastasia: Thanks for having me.

infinityadminEpi 36: Data-Driven Decisions From Creative Asset Analysis – Anastasia Leng, Founder and CEO of CreativeX
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Epi 35: End Writers Block and Create Marketing Copy in Seconds With AI – Chris Lu, Co-Founder of CopyAI

Learn more about Copy.AI at: https://www.copy.ai/

Find Chris Lu on LinkedIn here: https://www.linkedin.com/in/chris-lu11/

JC: Welcome, everybody to another episode of The Future of BizTech. I’m your host, JC Granger. I have with me here, Chris Lu, who is the co-founder of Copy.AI. Chris, thank you so much for being on the show. Why don’t you tell the audience a little bit about yourself? And what it is that CopyAI does?

Chris Lu: Perfect. Thank you so much. Yeah, so CopyAI is a company trying to harness the power of large new AI models. And to empower businesses, we’re starting off by helping tackle marketing copy, social media copy, and we believe it’s the end of writer’s block. So what we do right now is very much help people brainstorm new angles, new ideas, as any business owner knows, you have so much copy to write and AI while it’s not as good to write it for you can at least get you 80, 90% of the way there and then have a human you know, edit the last little bit, and it’s ready to go.

JC: I love that tagline. And of writer’s block like and that’s a bold statement to make, you know. And for anyone listening, though, just for transparency purposes, I am now officially a client. I had actually asked Chris to be on the show because I loved your software so much. I was actually kind of blown away. I was telling you, Chris, that there was only two fields that asked me to put in when I wanted some subject line for emails suggestions. And it was basically just like, oh, tell us the name of your company or the service. And then like one or two sentences, tops about the service. And I was like, Okay, well, that doesn’t sound like a lot. And man, the results that came in, I was like, this is gold, like these are really, really good.

Chris Lu: Yeah, thank you, these new AI models have added recent advancement that’s been mind-blowing. Basically, there’s this premise that if you train a larger model, it gets smarter. And they pushed it to the limits. And this is 10 times, no, 100 times larger than the previous model that existed. And it turns out, it ended up being quite coherent. And because of the size of the model that has a lot of knowledge inside of it. So it can generate copy for almost any sort of industry any sort of niche, even products that don’t exist yet.

JC: So let me ask you a question. I mean, so, you know, we touched on a little bit like helped me personally with email subject lines, but, you know, what are some of the major things that your customers or subscribers or whatnot, are using CopyAI for?

Chris Lu: Yeah, some of the more standard copywriting formulas are still really hard to brainstorm as a human, especially if you don’t know the industry as well. So a lot of freelance copywriters, they would use our tool to do a first pass almost like a research say, hey, what are the pain points? How do I agitate these pain points, and they would copy and paste. And they will get a good feel of the industry that they’re trying to write for other tools that people have used significant amounts of as a blog ideas, it’s like, you know, generating an entire blog. And then you know, having a coherent and having other ideas to write about can be a huge pain, product descriptions, social media, captions, all kinds of marketing-related copy, right now, we are very much focused on shorter form. So this is much more around ideation around smaller, you know, pieces of content, like a call to action, maybe an email subject line. But we do hope in the future to offer longer-form pieces of content that can really drive traffic or improve and make businesses a lot more efficient.

JC: What about sales copy? I mean, we talk about, you know, marketing copy, and you know, website copy, you know, you’re talking about that, but what about like sales copy? Does your system do that? Well, or at all? And then if so, you know, what kind of feedback have you gotten from it?

Chris Lu: Yeah, it does. But right now we do the pieces of the Sales Copy. So you know, we have a social proof text, we have, you know, a cliffhanger tool where it tries to write a specific story in the sense of a cliffhanger that tries to get people to, you know, scroll further down the page, we have call to actions. And we have one of my favorites is actually feature to benefit. So you can just list out the features of your tool, and then the AI tries to brainstorm them into benefits. And then to even before you even focus on, you know, the sales page, we have a value proposition tool, which from JacobMcmillen.com, helped us create and he’s like, you know, most business owners don’t even know the value proposition or how to even think about their value proposition. So you type in a simple thing, we help, you know, small businesses write marketing copy with AI, and then it will spit back, you know, the specific value propositions that would make sense for your customers?

JC: And how like, how predictive or how good is how fast is it learning right now? I mean, is what can you tell the audience about, like, Where did you even get the database to start with, right? You have to start somewhere. So you know, what kind of tools or databases are maybe public or out there that can be, you know, for this AI? Like, what’s it built on? I guess, is my point.

Chris Lu: Yeah. So it’s this new model called GPT 3, and it’s a pre-trained transformer. So a lot of the training data happened back in late 2019. It basically is train on a lot of texts that is open license. So think Wikipedia, you know, blog posts, they have to basically go out and scrape the web, they claim it’s took about 10% of the internet. So it’s a significant amount, but it’s mostly English-based. I think the internet in general is mostly English as well. So that’s what it’s trained on. What we’re trying to do, though, is to add an additional few layers of context to this large pre-trained model. Because some of the data may be out of date, or, you know, we wanted to do very specific things. But yeah, it’s insane what it already knows. It’s not as good as generating you know, factual data, but it’s great for brainstorming, you know, angles and storytelling and finding a coherent way to tell the story.

JC: Yeah, I find that the hardest part of copy is the sales copy. Right? You know, so and everything kind of contributes to it. Really, if you think about it, guess anyone listening owns a business, you know, everything you’re doing is sales-related somehow, right? You know, when you’re until your email subject lines, that email copy itself, you know, like you said, you know, value proposition is all that is, has one giant goal of making sure that the recipient reading right understands and wants to, you know, buy your service or product. But how easy is this to use? So, you know, I’ve used it so of course, but can you explain to the audience, you know, what walks someone through visually, well, verbally, I guess, but to paint the picture of what does it look like, you know, the first sign in after they subscribe, and let’s say they pick, you know, you know, subject line, or a sales copy or value prop, how much work do they have to do? Like, they click on the thing they want? But then what do they have to do? How easy is it? And then what is the result? What is how does it walk you through the end product of it?

Chris Lu: Yeah, great question. We try to make it as simple as possible. And then we will make it more complex as we go along. So for the vast majority of the tools, there’s only two inputs, a name, and then a description. Sometimes it’s not necessarily name and description, sometimes it might be an intent, like, “Hey, this is an email, but who is the email for, and what is it about?”

JC: Name, and what the name of the product service name of the company or person?

Chris Lu: Whatever you need. So if you need, you know, a landing page for your company, then this name of the company, if you want it for a specific product line, then it could be for a specific product, make it as general as possible. And then you just click Create, once you fill those two fields out, and we give you 7 to 10 results every single time that you’ve clicked unique results, that then you can, you know, choose your favorite, what we realize is, this is an entire new field called Generative AI. And, you know, if you think about AI, like another person, they’re gonna have a lot of ideas, but you have to filter through the ideas to find the ones that speak the most to you. And so ultimately, there’s a human curation aspect of this. So our job is to try to surface as many ideas and then it’s your job to try to find the ones that you really like. And then you ultimately can copy and paste that app and use it wherever you’d like. There’s a bunch of websites actually already, that use a lot of copy from CopyAI. And one of my favorites is this tagline “A broken link is a broken promise”. And it’s for business that’s, you know, basically, it’s called Permanent Links. And for you book owners or sellers, they will take a link and then make it permanent, so then you’ll never lose like, you know, you’re not you’ll never get redirected to an error page.

JC: That’s really cool. Yeah, here’s the thing, um, you know, where do you see, you know, the future of this going? Right, let’s say from the industry itself, right? I mean, no, you guys do something that I haven’t seen done that well, in a long time, but you will have competition, obviously, right? So, you know, competition can make you better. But where do you see the future of, you know, Ai, when it comes to writing and capabilities, you know, in the long-form into essays maybe like, you know, where do you see just the general industry going in that five-year mark?

Chris Lu: Yeah, that’s a great question. Our North Star is empowering people. There’s this narrative out there, that AI is gonna take people’s jobs, and we just don’t subscribe to them, we think AI plus humans will be even better. So we really, really want to focus on creating features that would help humans get the results they want. Right now, we only have two fields. But as people look for very, very specific needs, the AI will need more context, so new features would include Hey, understanding more context about like, who are they what is the brand voice? What is the tone, you know, what’s the purpose? And if we can understand that we may be able to generate results that are going to be much more targeted, long term, we really think that, you know, entrepreneurship will be easier.

Chris Lu: Anyone who right now, you know, might have to hire an entire team just to get a company off the ground. We’re already starting to see some solopreneurs you know, get going, you know, with the advent of no code, low code technology, and social media networks, but it’s still really, really hard to just get everything that needs to happen to start this company. And so our goals are to lower those barriers one at a time as well.

JC: Let me ask you a question here. This is kind of a hypothetical, right? Because I’m kind of asking where the future of the industry is going, where this AI could go, not just for copy, but just AI in general, that does content? Maybe I should question, let’s say, 3 or 4 years from now, do you see it possible to have an entire book written for yourself? Now, obviously, you’d have to have more fields to fill out. But there’s one thing I know about book writing is that there is a method to the madness, right? There are courses out there that say, listen, we’re gonna write a book of this style wouldn’t be Sci-Fi over here. Or you can write a book about educational stuff. There are people who have created breakdowns of like, in the order of when you need to be, you know, saying these things like, you know, and there’s just like movies, right? There’s always a flow, there’s a climax, and then it comes down, you know, the good guy wins, you know, there’s a flow that works that is received well, so I guess my question is, hypothetically speaking, do you see either the industry or your company, having the ability, where if someone filled out enough fields of Q&A style, that entire chapter, or an entire book could be rough draft written anyway, for someone, and then they can go on and just basically, like, you could write a book for yourself based on you know, throwing your thoughts into these Q and A’s and then have the whole book written out? Like, what do you see that even being possible here soon?

Chris Lu: Yeah, I think that’s definitely possible in three to four years, it might happen sooner than that.

JC: Well, yeah. I mean, dog ears when it comes to AI, right? Like, it just happens so fast, you know,

Chris Lu: Right, this new technology has been around for about like, just under a year now. And we’ve already seen insane amounts of advancements, the AI does struggle right now for longer, like very, very long-form, just because the context window of its understanding is relatively small. Hence why we’re starting with shorter form, text and content, within the next year, you’re going to be able to program with this in natural language, which is going to be insane. And then I think within the next year, you’ll also be able to describe an image, and then the AI will draw it for you, and not just draw it, it will like render it and make it feel like you know, realistic.

JC: Yeah, I didn’t think about that, because we’re only talking about text, but there’s obviously an image capability here, and maybe one day, even video, you know..

Chris Lu: Video we’ve seen, we’re seeing early signs of it. So if you search up video GPT there’s like this algorithm out there that can try to predict the next second of video, but it’s, it’s very, very rudimentary. The more processing power, the more you know.

JC: Now, that’s the future, right? They’re not that’s the answer my question, right? Like, you know, seeing, being able to advance the images, being able to advance to help me you know, digital paintings, you’ve got NFT’s now, where it’s like, people are talking about, you know, a proprietary images that are owned, specifically. Imagine being able to create your own starting with some platform like this, and then go into Photoshop and do the rest, then you digitally own it. I mean, there’s some crazy stuff that could be down the line here, just from this base foundation that you guys in the industry are building, right?

Chris Lu: Yeah, it’s absolutely mind-blowing what’s possible here. And we’re really, really excited about it all. We think that there’s some insane stuff. I don’t know if you know, everyone can see these images.

JC: on YouTube. Yeah, they can see that the background image, we have to make sure you paint the picture for the audience that listening.

Chris Lu: Got it? Yeah. So right here, this is a futuristic spaceship scene, in the style of I think it was Blade Runner. You can kinda see that this is AI drawn.

JC: Wow

Chris Lu: One of my favorites is actually this, which is Van Gogh of Miami. So we were in Miami area, we’re showing off people. 

JC: But this is brilliant I mean, digital art! People can I mean, artists can start using this stuff, at least as a place to start. And then they can edit from there if they wanted to.

Chris Lu: Exactly. This is a sunset at Big Sur. I don’t know how easy it is. They’re absolutely gorgeous.

JC: It’s so ridiculous! 

Chris Lu: Yeah, what we think is that we’re at the very forefront. And right now it works a little bit better for these more abstract types of artwork, but it’s going to get better and better. And the capabilities have been shown to be insane. And it seems like you can just scale it.

JC: You can send me whatever. Where did you get those? Like, did you were you messing around that? Was there a website somewhere that that just does that image stuff you were talking about?

Chris Lu: Yeah, this one is a it’s called a Google collab, which is actually like, it’s like a Python notebook that you can run in the cloud.

JC: Oh okay.

Chris Lu: And this is done by a guy named Ryan. And he has a Patreon page where you can subscribe and he releases new models for you.

JC: So cool. Yeah. Send me a link to that after this, because I just want to check out more of those images. That was really cool. Yeah, well, I think that’s amazing that that’s where I mean, we can surmise that, you know, in that three, four or five year period, I mean, imagine where it would be by then, right? I mean, you’re right now you’re talking about, you know, ending writer’s block, but there’s creative block in general. I think that it sounds like you could really help with and I mean, even for painters, right for digital artists, you know, again videographers, you know, talk on AI that can take all the raw footage of the video, and chop. And we already see this in apps, right apps are doing really good job taking videos that people put into an app, and then it makes it like majesco, I think it was a Magento Magento. It’s one of those. And it does really good at just coming up with really cool stylistic parts.

JC: But those are more template-based. Whereas I feel like this AI could start be more intuitive about what would really draw people into a video because it can listen, it can see, you know, and then it has all that data to build on something that’s incredible of where it’s going. But let’s ask now about where CopyAI is going. My audience loves to hear about new things coming down the pipeline. So what can you tell us in advance of what you guys are coming out with that’s not in the platform right now? And get granted give or take? It’s about two months before this drops from when we’re recording. So you know, you’re safe to have it secret for a little longer.

Chris Lu: Yeah, no problem. Yeah, we’ll see you two months, I think there’s a good chance that we will launch some of these, or at least the early signs, what we realize is we have the building blocks for longer form for very specific things like a sales page. You know, like, we have a hook, you know, we have some social proof, we have potential testimonials. And we have benefits, like we should be able to help someone brainstorm an entire page and you know, mix and match and really generate stuff that’s going to be custom for them. We have all the tools for a custom email drip campaign. Can you imagine, you know, a unique email abandoned cart campaign per product that would be hyper-personalized? Yeah, there’s, we think we can really create these builds.

JC: These are launching soon? These things you’re talking about right here, this drip series?

Chris Lu: Yes.

JC: Nice. Very cool.

Chris Lu: These can all be building blocks to something much, much larger, that would be much more useful for a business. Yeah, it’s really exciting stuff.

JC: That is really cool. Well, let me ask you a question here. What kind of advice could you give the audience and whether it be the best advice you’ve ever been given? Or just advice that from your experience in the startup world, and AI and things like that.

Chris Lu: Finding leverage? You know, everything is about leverage. So you know, our mission is to give our customers the most leverage possible recently, you know, we’re testing some of these tools. And I had a high schooler write blog posts about stuff that they had no idea about. So one of the blog posts is about bowling balls, how do you choose top 10 things to think about when choosing a bowling ball, she had no idea. But she was able to create a first draft 1000 word blog post, 15 minutes.

JC: In 15 minutes?

Chris Lu: 15 minutes.

JC: With knowing nothing about the topic at all?

Chris Lu: Knowing nothing about the topic at all.

JC: That is impressive.

Chris Lu: And so that is leverage, right? You can get an intern who normally would you know, the best thing they can do is help you bring coffee, maybe now they can actually contribute at least a first draft at least get to something where where it’s like, Whoa, with like, 10 minutes of editing, this can become a publishable piece of content. Wow, social media content, same exact thing. You know, we are seeing a lot of young college students using our app and becoming their own social media managers, you know, creating their side projects. And we really believe in that leverage. So for us, that’s something we focus on internally, a lot. And then we also try to think about how can we bring this leverage to our customers?

JC: That’s really cool. Last question, who would be kind of like your perfect client, like what kind of industries or job titles are you seeing signing up for your service who’s getting the most benefit? Obviously, anyone listening can probably figure out how to make this beneficial to themselves, but just kind of like who’s really gravitating towards CopyAI right now?

Chris Lu: Yeah, solo business owners right now find the biggest value. And that’s because they’re doing it themselves. They can’t, you know, scale themselves well enough. And if they do try to hire other people, sometimes it gets really, really expensive. And you’re not too sure about the output. So there’s this like sweet spot for social media managers, they are able to unlock so much time, I consistently hear from them being like, this is a lifesaver. They’re on the content, treadmill, and every business today knows that, you know, the content treadmill is really, really important. The second you stop making content, the second you become less and less relevant. And not only that, there’s more platforms than ever to post to platform has its own unique, you know, aspects to it. So people use our tool to really be able to give themselves leverage to create a piece of content across you know, 10 different platforms, and really, you know, get the Reach out there.

Chris Lu: So social media managers, you know, their biggest pain point is writer’s block. When you try

JC: ..the block to come up with..

Chris Lu: Exactly you’re trying to say the same thing 10 different ways to 10 different audiences you know, on five different social media networks. After a few hours of that your brain is dead. Here, they can just constantly click the button change a few things. And all they have to do is select the ones that they like. And they absolutely love that. Some people are like, Man, I’ve been able to do my entire months with the social media. And like for hours, there was another person who was a social media manager, they found the app at like midnight, they worked until 6 am. Because they were so excited and completed like two weeks worth of work. It was unbelievable leverage. The last one would be ad agency. So right now ad agencies find a whole lot amount of value just because, you know, they’re limited by their people. And when you’re able to click a button and get an idea back for a client that you might not have the most knowledge about, it’s powerful, you really understand their business at a deeper level and the AI can really, you know, brains from the pain points that our clients have, and we just consistently seeing it being very accurate. As a matter of fact, we are testing some basic Ads with an agency and their customers of ours, then, you know, the results are just astounding. So those are the early customers. But in the next few months, we think that we’re going to be able to provide a lot more business value across a lot more businesses.

JC: Well I’ll tell you now, as a marketing agency owner, I’m already using your software. I mean, you know, the lot of times people come to me to be on the show, you’re one of the few people that I reached out to, and I was like, I need you on the show. Because I think what you’re doing is amazing, it worked about 10 times better than I expected it to at this stage of its development. So I love it, and I already have my people taking a look at it. So anyone listening, I recommend going to Copy.Ai, check it out, it’ll kind of blow you away, and it sounds like you’re gonna be by the time they even hear this. It’s gonna be even farther along, which will be really cool. So let me ask you a question here. You know, how can people reach the company? How can they reach you personally, if you know if they have a higher level partnership thing or something like that? Give us a little bit of info, a little contact info here.

Chris Lu: Yeah, you can email me at Chris@Copy.Ai. I’m very, very responsive. I do actually all the customer support right now myself. And the other place to follow us would be on Twitter. So Twitter has been our channel. And we are building the company fully, openly, then. So we’ve hired from Twitter, we share monthly updates about our revenue, strategy or plan, all on Twitter. And the goal is really to inspire more entrepreneurship and also really showcase what the power of this Generative AI is. We really believe that we’re at the beginning of this new wave. And you know, people have been scared, but we are really, really excited. Like any new technology, there are some things that may disappear. But this will empower people beyond their wildest imaginations.

JC: That’s amazing. Chris, listen, thank you so much for being on the show. I’m looking forward to talking to you again and seeing all the new advances of CopyAI. Thanks again.

Chris Lu: Thank you, JC. Have a good one.

infinityadminEpi 35: End Writers Block and Create Marketing Copy in Seconds With AI – Chris Lu, Co-Founder of CopyAI
Ep34-AndyZambito-Creato.jpg

Epi 34: Bring Your Business Ideas to Life with Automation – Andy Zambito, CSO Americas for Creatio

Learn more about Creatio at: https://www.creatio.com/

Find Andy Zambito on LinkedIn here: https://www.linkedin.com/in/andyzambito/

JC: Welcome everybody to another episode of The Future of Biz Tech. I’m your host, JC Granger. I have with me here Andy Zambito. He’s the Chief Sales Officer of the Americas for Creatio. Andy, thank you so much for being on the show. Why don’t you tell the audience a little about yourself and what it is that you do?

Andy: Sure. Well first of all, thank you so much for having me on. I’m really pleased to be here. As what you mentioned, Andy Zambito. I’m the Chief Sales Officer at Creatio now but I’ve spent about 20+ years in tech and tech sales as an individual contributor and all the way up to leadership at a number of different firms, and my charter here is running our go-to market teams and growing that for all America’s regions.

JC: Wonderful and what is Creatio – I was on the website, but there’s a lot going on there. Specifically, how do you help companies not B2B-space, you know what is it you offer?

Andy Zambito: Sure. Well, it all starts from the vision, righ? And the vision of Creatio is enabling a world where everyone can automate business ideas in minutes. And so what we’re doing is trying to enable the world of business users, professionals, to become citizen developers, rather than this long line of IT that you need to get into and work faster to deliver a higher degree of value. If you look back at the world, today, we have about 1.7 billion knowledge workers who are creating a demand for about 500 million applications. And there are only about 25 million developers in the world today to do that. So this the movement that we’re in. And the way we deliver on this value is through the world of low code, no code, which is for the audience who may not know this is taking the ability for a business user in a drag and drop interface, you’ve probably seen this in some commercial operations for consumers, to be able to build business applications, automate business processes, and really drive the business at a faster pace. We focus heavily on business operations, customer relationship management is an area that we do a lot of our focus as well.

JC: So let’s talk about that drag and drop, because you know, I know what you’re talking about. I’ve seen these things before, most people who visualize drag and drop are looking at like website editors, right? They think of like Wix, right, or something like that, one of those things where they can make a website, and with the drag and drop, so people are familiar with that idea, I believe. And they’re not too intimidated by that, because that’s been very prevalent. So maybe educate the audience. How similar in usage..

Andy Zambito: Yeah.

JC: ..is that when people make a quick website drag and drop, versus what Creatio does? Is it that simple? Is it a little more complicated is, you know, do you have to have a certain base foundation of knowledge first, before you can do that? Or can a layman go in and say, Well, I need these things automated, and I can go like this, this, this, and then it works. Like how to, you know, walk me through it?

Andy Zambito: Absolutely. So think about this in a number of ways. How often does a business professional back when we used to drive into work, right, they get on their computer, and they have this amazing idea of something, they want to make reality. And they get everybody around the table and say, let’s do all of this. And the first thing that happens is, you see hands go up, well we need six months and a million dollars to do that. Or we can’t do that because these things you want to touch. They’re sacred to some other group. So what we’re actually enabling is everything from if you can imagine drawing a flowchart on a whiteboard, and then saying, I want to empower each of these elements to do certain things, whether they be instructed in visual interact with data, this is truly the environment that we’re in. And so you don’t just think of it as building apps, but also in that automation of process. Now, when you talk about the skill set, certainly as this market evolves, I think we see a movement, that kind of low code, and no code will merge. There’s a reason they’re kind of two terms for it. Now, people are coming at this differently in a low code environment, it is a little bit more oriented toward a business analyst that has a deeper understanding of their business and is not and is tech-friendly, if you will. And it’s really about bringing these kinds of composable parts together. No code is your thinking a complete drag and drop environment. But what we’ve seen in the industry is that no code providers are starting to have to add more low code capabilities to enable a higher order capabilities and low code writers are quickly driving towards no code. So we see in the future, the merging of this

JC: You even got ahead of me a little bit on on one of my questions.

Andy Zambito: Oh, okay, good.

JC: No, it’s great. I love I was asking, like, what’s the future of the industry and you’re already heading there so keep going.

Andy Zambito: Yeah. So you know, when today, you know, you if you have that business idea, and you want to, you know, produce that application, you can. What we see oftentimes is this, this ranges from business-specific applications, we see a lot of demand for of thinking I need something for and that’s why I said CRM earlier marketing sales service. And so what Creatio does is we’ve built purpose-built applications on top of this framework and platform to truly accelerate your time to market and your ability to deliver that. But you also have this kind of horizontal pull that happens in your organization. And once you grab onto the idea that, well wait, if we can automate that process, I have these 14 other things in human resources and in finance and other areas, just, yeah, that are just routine things. And you’d be surprised at how many prizes really can be put onto a template and that that you think about whether it be something like employee onboarding, as an example, customer onboarding, expense manager, all these things are merely just proxies in a business that you could articulate what you want to do. And rather than getting into an ITQ and hiring a developer to do that, we want to empower you to be able to do that now.

JC: So how does this compare to something out there that people use a lot like Zapier, for example. Right? You go to Zapier, you know, you type in what the app is here and which one you want to connect with. It has a drop down of saying, okay, when this action happens, tell it to do that one. So it connects obviously, to different applications with preset, you know, if-then scenarios, right, it’s very easy to use for anyone. Does your drag and drop? You know, I imagine if you’re inside the interface, is it basically doing Zapier without having to manually go in and do that? Like, is it already pre loaded? Like, how does that work? Is it hosted to Creatio, you know, just I guess, visually? If somebody is using Creatio, what do they see when they’re trying to automate these processes from their other software’s and systems?

Andy Zambito: So yeah, let me try to unpack this a little bit bigger for you. So when you think about Zapier, you’re talking about kind of that API connection between two data sources. This is a much broader vision. And we certainly enable the ability to call web services and do different capabilities. But if you think about it this way, we have this low code platform that I shared with you, which allows you in a studio environment, as we’ve mentioned, to kind of build those applications. And at the heart of that is the business process automation. But on top of that, we have so what a lot of folks will say is we have built these purpose-built CRM solutions as well. So if you think about, so customers will see different things, if you will, are whether it’s lead management, or Sales Automation, these are areas where it’s the solution is a Gartner leader, right? But it also is built on this capability set. So in that environment, I have my traditional CRM, my Salesforce automation. And if you ask somebody who’s ever used something like that you say is it did they enjoy it? Was it easy to use? Was easy to change and modify? That’s a paradigm we’re changing there, right? So for the ability for those business power users to go in there and make all those changes. Outside of that, it will look like if you’re just in the studio environment, it really will be like dragging and dropping your process out and empowering that node. And to your point of, I’m going to call this web service and answer these questions. And this is what I want it to do, and how I want that. And now I want to automate and push a message to this individual, all those things that you can measure.

JC: So let’s switch gears a bit here. I’m a marketing guy by nature, you know, I do a lot of B2B stuff. And so what is Creatio doing to get their name out there? Right? You know, how big is Creatio already? You know? And then what types of things do you guys focusing on from a marketing standpoint, and maybe even sales since you’re the chief sales officer..

Andy Zambito: Sure

JC: That’s really, really pushing that, you know, across the nation or the world?

Andy Zambito: Well, besides obviously, doing podcasts like this, to get the word out, there’s quite a few things that the company has been around has an established presence, right? This is about 650 employees on a global basis. And we are a digital first company, right? So we one of our big messages in this space we occupy is about digital transformation, and helping organizations get there. And so for us, one of the biggest things we do is digital events. Right, and this has been a big push, obviously, in the days of COVID. I think a lot of people went into that realm. But there’s something we’ve been doing for quite some time. We also do a lot of experimentation, right? Our technology, we use our own technology for just about everything we do. So all of our sales and marketing, everything else is managed through that. So we have the traditional routes, as you’d expect for an enterprise software organization. But we do lean heavily on forward thinking views of this and the digital events.

JC: Okay. And then who’s your optimal client? Right? I mean, are these small businesses medium sized enterprise? What industries typically really benefit from this more than others? Who’s that perfect, you know, avatar client for you?

Andy Zambito: Yeah no, that’s a fantastic question. So, there are a couple aspects to this, one of the big powers of what we do is that it does scale vertically, both functionally and technically, but also commercially. So it is does address needs, whether it be SMB all the way to fortune 100, or government. And we are a global organization operating in, you know, 110 countries with, you know, a really extensive of partner community, from a ideal customer from size and scope, I would say that the, you know, we spend – my team particularly spends – an awful lot of time in that commercial enterprise space. Right. When you think about the industries we track about 23 industries that we focus on. But the industries that benefit most are the ones that have high complexity, because we think about again, what we’re doing, you have complex CRM solutions, as you can imagine, that have a lot of challenges. The more interaction there is between departments, we see these challenges between front and middle and back-office systems that that kind of data drop off in those gray areas. So when you have process-intensive, complex industries, they’ll see a tremendous amount of value, both in our off-the-shelf solutions as well as the studio. And that tends to be things you’d expect like financial services, manufacturing, distribution, logistics, telco, pharma, you name it in those areas.

JC: So let me see this year. You know, my audience, they really like to to kind of know what’s coming down the pipeline, right, a little sneak preview, if you will. Now, tell me out, we’re recording this but probably won’t go on for. Right. So won’t be too proprietary. But okay, yeah, coming down the pipeline for Creatio, what are some of the pet projects, that is going to set you guys even more apart here that are going to be coming out here in the near future?

Andy Zambito: So what’s really interesting is it’s funny you mentioned was coming out. So actually, even just this week, we just had a major release. So there’s I talked about that, but then we can go in the future. A lot of the area of focus for us is when you when I was talking about kind of low code, and no code and emerging of this and the enablement of citizen developers, we want to enhance that even more. And so when you’re thinking about, you know, you’re in marketing, the front end look and feel of things really matters, right, and the adoption of technology for and usability is paramount for any IT project inside of a business. So the power that we’re putting out for folks to be able to modify the look and feel down to their really highly tailored nature, right, because one of the reactions you have when you talk to people about low code, and no code, they often want to say is, you know, where’s the limit of that, and you have to actually get under the covers and do real coding, right? That only works for maybe something kind of simple. And that’s actually not true at all.

And so not only is there a ton of power underneath, but we want to bring more and more of that to the front end. Additionally, I’ll say that like anyone that’s working right now, there’s a lot of pushing in data science and machine learning and things of that nature. In our world, for organizations, if you think about call centers looking to use that for intelligent routing, or sales representative in a bank looking for what’s the next best offer that I should make utilizing the data that we have at hand because we’re able to bring together such disparate sets of data, our platform is built on a unified database and data schema. So unlike a lot of business platforms that get built off of you know, I’ve built one thing, I’ve bought another, I’ve acquired this, and we have to try to cobble them together in order to have a view of my customer. What’s important to me, that’s a default position on our platform. So anything that you’re building off of that, or any of these vertical elements that you would purchase, are all taking advantage of that. So that’s another big push for us is in these verticalized solutions that are becoming more highly tailored to your needs, which is all about what we’re about, which is about accelerating time to market, right? Can we accelerate you taking that idea that you have that real business value want to deliver? Can we make that faster? Can we make that more affordable? Can we future proof, really, and allow you to not be kind of locked in and be able to adjust?

JC: See now that I like and especially since you know, anything you can do to make sure like set future proof? Like that’s a big one, right? And you already kind of answered my next question, you know, about how the future of that industry, you know, you see low code, and no code really kind of starting to merge, which is really interesting concept there. So let’s, let’s ask something a little personal about you. Actually, I asked this one every now and then. You know, when you were a kid, what did you want to be when you grew up? And then is that what you are now when you get there? Right? Like just I’m curious about Andy.

Andy Zambito: Far from it. I heard some of your previous interviews, I wondered if I would get that question. I’m probably about as far as you could get from where I started. So as a kid, I probably would have answered that as you know, Indiana Jones, right. And I got I got as far as you know, getting my, my first degree in, you know, ancient and medieval European history. Right. So okay, I started down that path. I took a number of twists and turns in my early days, you know, I was going to pursue the military, and it was pure finance. And ultimately, you know, what I found was, I was always coming back to whatever I did was touching technology. You know, even in finance, it was working in a tech portfolio, when I and so I had the opportunity, I got kind of plucked from that because I had a unique set of things in my background that somebody said, you know, we’d like to bring you in on on the sales side to talk about all these things that you’ve been doing on the back end, this was back in the days when, you know, the bubble was about to burst, and, you know, everything was custom.

And that was my first foray into it. And I have to say it was one of the most challenging one of my early jobs when the most challenging one in sales, but that also kind of embraced for me, it was selling artificial intelligent decision support systems. So the concept of I’m gonna sell you a piece of technology that I can’t show you, I can’t really you know, demonstrate any of it and you’re going to feed data into it it’s going to give you guidance that will yield results say six months down the line and trust me it’s gonna be great. And it would I mean, do these things but yeah, it was that really kind of shows you if you’re cut out for for space and then from then on the rest was history.

JC: Well, it’s funny it’s funny how I like how your story about you wanting to become from a movie.

Andy Zambito: Yeah

JC: Because it’s because mine did you like you know, I saw Top Gun as a kid.

Andy Zambito: Alright.

JC: All I ever want to be was a fighter pilot, right and actually I gotta tell you, I got pretty close, I got to the point where I got to fly, an Air Force trainer, fighter jet.

Andy Zambito: Wow. Amazing!

JC: Okay but that’s pretty far along, right? In the end, it wasn’t for me, you know, I’m such a creative person. And I think I realized last second that, you know, there’s not a whole lot of room for creativity in the cockpit of a fighter plane, right? At least there shouldn’t be like this, if you’re forced to be creative in a fighter plane, you’re being shot at okay?

Andy Zambito: Exactly. Exactly.

JC: And so it’s very methodical, you know, they always say 99% routine, 1% chaos. And I was like, you know, I gotta tell you, I like a little more chaos in my life than that. So I ended up going, you know, private sector, and, you know, and marketing and whatnot. But yeah, mine came from a movie too just like yours, Indiana Jones. So that’s cool.

Andy Zambito: And I found that I found that for me, you know, when I was in the office doing this, that the times I enjoyed the most, when I was doing analysis, whatever it was, when I finally got out of the office to talk to the business leaders that I was, you know, doing, whether it was underwriting or Portfolio Manager, whatever it might have been, and talk to them about what their real challenges were, you know, one of the other kind of big themes that’s happening in our space right now is all around, you know, digital transformation. But that’s a very overused term. It’s really been around for, you know, 15-20 years. And, you know, I think what’s really what most organizations have been doing is what I would call digitization, right?

I’m gonna take my server and put it in a cloud, I’ll take paper, and I’ll put it electronically. And there was a meme that went around, you know, last year, which was very telling, when organizations were tasked with saying, you know, what, who in your business is driving digital transformation the most? And the answer was COVID. You know, so it wasn’t a person, it was this event that everybody was imposed on to. And, you know, an interesting study that we just released was our first annual kind of state of low code, no code, right, basically surveying 1000 business professionals to understand their perspective on this, but it was under the umbrella, if you will, of digital transformation. And, you know, the telling thing for us is I think 95% of organizations didn’t slow down or stop their efforts in digital transformation. But yet on the other side of that only 10% of business processes they felt had been automated. And that about, you know, about 43%, saying that it was the lack of skilled resources that that was blocking them, it kind of goes back to that first argument I made and, and why the space we occupy why Gartner says that this is going to be, you know, 60% of business applications will be built on this in the next several years, because there’s really no alternative, right?

Andy Zambito: And the world has kind of pushed everybody to this place where, you know, if you suddenly can’t bring people into your branch, what are you going to do in order to get back to them, right? You’re on the marketing side, right? If they completely come up with whole new, all new ways to still hit those, those growth metrics. And for me, what’s exciting about it is, it really shows you how much process is at the heart of what differentiates one organization from another, if you think about it, whether it be you know, you mentioned playing … whether you’re an airline right in your internal processes with each other and your external process, at the end of the day, you’re selling a seat from a destination to destination, both planes will get you there. But why do those organizations end up having vastly different valuations, different turnarounds of their planes, different customer experiences, it’s all about the processes that they have and how they manage it. So that’s for me, one of the things that attracted me to Creation was, worth the heart of not just digital transformation, but this is really the differentiator for organizations right? You can proliferate apps, and they’re a means to an end and they’re essential and they’re critical, but they don’t yield the result. Right and so that I may have taken off on a tangent but you inspire me with that thought of the plane took me there. Yeah, with the thought and with what makes it exciting.

JC: So let me ask you this here, you know, you’ve been in business a while you’ve had a lot of experience with your company that you’re with now and I’m sure once before what is either the best advice you’ve ever been given business-wise or the best advice that you know how to give to the audience anyone listening?

Andy Zambito: Sure. Well, I learned this the hard way in both work in business so became something that I now kind of try to impart to others but it’s not enough to be right. Right? Whether it’s in your personal every business I’m so in the world for me with sales or the company, right, you can have the best product and the best price and the best people and all those things. But there’s more to it than that in and understanding that and what drives that both in your personal relationships, whether it’s you and your partner, or whether it’s you know, a customer that you’re interacting with. And I think if you embrace that and then kind of get underneath it, you will get to better results. So that’s just certainly a life one for me.

JC: Well, Andy, I really appreciate you being on the show. How can people anyone listening to you know at their company who might see that Creatio could help them? How do they find you guys as a company and then how could someone reach out to you personally if they needed to for any kind of ownership stuff or whatever?

Andy Zambito: I appreciate the opportunity. So obviously Creatio.com is our website, we are, you mentioned how are we getting the word out there? We’re fairly prolific in our content. So we generate a tremendous amount of content, whether it be YouTube channels, articles, the rest. Were thought leaders in the space. We welcome you to check that out. Certainly, I’m open to hearing from any of the audience and I can be reached at A.Zambito@Creatio.com

JC: That’s wonderful. Andy, thanks again for being on the show. And I actually look forward to checking it out myself because you know, I’m kind of that software geek, right? You know me.

Andy Zambito: I certainly appreciate it. Well, thank you so much for having me on.

JC: Thanks a lot. Bye bye.

Andy Zambito: Take care

infinityadminEpi 34: Bring Your Business Ideas to Life with Automation – Andy Zambito, CSO Americas for Creatio
Ep33-AndyCabasso-Postaga.jpg

Epi 33: How to Create Links & PR Opportunities for Your Business – Andy Cabasso, Founder of Postaga

Learn more about Postaga at: https://postaga.com/

Find Andy Cabasso on LinkedIn here: https://www.linkedin.com/in/andrewcabasso/

JC: Welcome everybody to another episode of The Future of Biz Tech. I’m your host, JC Granger. I have with me here, Andy Cabasso, who is the Founder of Postaga. Andy, thank you so much for coming on the show. Why don’t you tell the audience a little bit about yourself and what you do?

Andy: Awesome. Yeah, thanks, JC happy to be here. A little bit about me. I used to be a lawyer. And I guess I’m still a lawyer. I’m not like disbarred or anything like that. But yeah, I guess I have to, like throw that in. Like, I don’t know, I don’t got one of those guy from Breaking Bad kind of situation. I don’t. Anyway, so used to be a lawyer and found myself in digital marketing. In particular, because I, when I was applying to work at law firms, they all had really bad websites. And I was like, I could do something about this, I have a little bit of a background and a partner of mine, we started a digital agency, specifically focusing on that vertical route, the agency sold it, I got acquired by a larger company in the legal industry, and kind of from the experiences that I got running an agency, I started Postaga, which is a tool for marketers to help them build links, do digital PR, get connections to journalists and press and also do cold outreach, and so yeah we kind of built that from our learnings as an agency and trying to find a repeatable, scalable way to do link building outreach.

JC: So that’s really cool. Because I love Martech, right? I mean, I’m a marketing guy, do I have an agency. You know, so when I hear about stuff like this, you know, my tail wags, Right, my ears perked up kind of thing. So let me ask you a question. So I remember a software called Yesware, which was kind of a piggyback onto Gmail, and it kind of had this similar feel where you could pull in, you know, contacts and send it, it was for PR, right to kind of just, yeah, who was. So it sounds like, and I’ve taken a little tour of your software, it seems like you have this mix between, you know, this outreach version of yesware. And the database version of something like, you know, one of those big, you know, like, PR software’s you know, that that, you know, like, like meltwater or something like that, right, you know, that has all that, am I kind of correct here, is that is it a combination in there? Or is it something completely different? I’m totally off?

Andy: Yeah, so yeah, it kind of like combines a few different tools, and one, so it combines like, the, like researching and prospecting kind of tools that you find like elements of like H Refs, or something like that, or Zoom info or something like that, for finding relevant blogs and businesses and websites and stuff like that. combining that with contact finding tools, like we have a native integration with LinkedIn to make sure we can find the right people at these businesses to connect with an email finding and verification aspect to it tools, like you see, like hunter.io is a popular one, we integrate with them. And then there’s the email outreach component to it, like yes, where, like you mentioned, like, it helps create personalized outreach emails to all of the contacts. So instead of spending hours and hours, through this whole process of prospecting, and finding emails and personalizing emails for everyone, our software helps automate and streamline that.

JC: So let’s talk about so let’s walk the audience through kind of almost visually in their mind, what it’s like to use a software and Who is it for? Right? Like, who gets the biggest benefit out of this? You know, what problems are they dealing with that this solves? And then, you know, what is it like to use the software, you know, you say link building, and then we talk about PR, but that people kind of get thrown over? They’re like, well, how does reaching out to reporters? You know, link building? Or or, you know, I mean, so like, is it helping to kind of walk us through it a little bit.

Andy: So yeah, we have a few different use cases, which is why I talk I’ll talk about something like link building or PR, or like cold outreach for sales. Because the workflow is like, is a very, it’s very simple workflow from kind of beginning to end. So you have whatever your like, like, at the end of the day, what it helps you do is it helps you find like research and find relevant websites or businesses that you want to connect with, finds their email addresses and helps create personalized out pitches and email sequences for them. So that’s what it does at the end of the day. But it’s also like it’s also useful in specific contexts. So like for link building, for example, let’s say I’ve got a blog article and I want to build links to it to help me increase my search rankings so I can get more traffic and more customers. So I’ve got an article that I want to build links to with Postaga, I could find relevant websites that I want to pitch my article to find the contact people and then have a tailored personalized email for them to tell ask them to check out my article and possibly link to it for like digital PR, which there’s a lot of overlap I think with digital PR and SEO nowadays, because at the end of the day when another blog is citing or mentioning your business, that builds links to your business also. But yeah, I think there’s kind of like some distinguishing between that in terms

JC: Yeah like guest posting..

Andy: ..and things like that. Yeah, right. Yeah, exactly. And so like, well, one common thing that we’ve seen with like people like in the digital PR space is like, let’s say, I’ve got an ecommerce brand and I want other blogs to write about my products and like, do like lengthy reviews about them. Or like, I’ve got a software business and I want other blogs to like, catch on to it, I see that like, as an example, let’s say, I make a CRM, there are a lot of CRMs out there. But let’s say I’ve got a really particular CRM that I think is great, it’s the best and I want other blogs to write about it. Let’s see, I can find blogs that have written articles about Active Campaign and HubSpot, and pitch them from the perspective of, “Hey, I saw you did this really great article about Active Campaign. Since your audience is interested in CRM, here’s a new unique CRM that you haven’t written about yet, what do you think about that? I’m happy to give you a demo, I’m happy to like we have an affiliate program happy to share the information about that with you as well”, and stuff like that. And that’s like the digital PR angle to this and how people use that. And then the last major use case is like sales, cold outreach for like B2B. So finding potential customers and finding their info and then pitching them to check out your product or service.

JC: So yeah, it does have kind of that zoom info feel from the sales. I didn’t know it had the sales part to it by there. When I was looking at it. I was I got dialed in and focused, too. Well, cuz here’s what I really liked, you know, your software with the demo, when I was looking at it was that there was a screen where basically said, what type of campaign Do you want to run? And it gave me like, six options, right? And it said, you know, do you want, you know, guest posts kind of thing, or, you know, you’re trying to get, you know, links, or you’re trying to reach out to people and had all these options, which I thought was really cool, because it runs you through this flow, but I didn’t see the sales part of it. So that’s interesting that it has that aspect. So you said you have a native integration and a LinkedIn one, how hard was that to get? By the way? How many hoops did you have to jump through to get a native API into the most lockdown platform on the planet?

Andy: So maybe actually, so I might be, might have phrased that wrong? That’s a good question. I’m not the development technical person on the team. But we have an integration with LinkedIn that pulls relevant data for contact people from LinkedIn, I guess, maybe native integration is not the right phrase..

JC: I was gonna say, I mean, listen, they exist, but to apply to get one of those with them, I mean, is the most chaotic process, but no, I do see, you know, is there’s Zapier integrations and things like that, you know, where you can pull information through? Okay, that makes that makes more sense. But I was like, Wait, how hard? Did you have to pull your hair out for that one? So walk me through a little bit here. You know, what motivated you to really do this? I know, you mentioned, you know, that you’re kind of origin story was your lawyer, and they really sucked at websites. But you know, but that’s a far, you know, gap between that part of the story versus where you ended up. So like, really? What was the progression? You know, what, what problems were you trying to solve? And how did it keep going down this path?.

Andy: Yeah so one kind of common thing for agencies is like, if you’re doing SEO for clients, you want to help them rank better get more traffic, so they’re, you know, happy with your services, they stay with you. And you can kind of grow your agency and make sure your clients are happy. Now, there are a lot of agencies out there that offer SEO services, and a lot of people who have been burned by SEO agencies. But like, one thing that we were really seeing is like, one of the most impactful things is link building, the amount of links from other relevant websites pointing to your particular website has a huge impact on your website’s traffic and search rankings. And we wanted to see if we could find a way to do that organically from real relevant websites to help our clients. But the process as it existed at the time, when we had our agency was very disjointed. And it just didn’t. It wasn’t scalable for us, like we couldn’t, we couldn’t do link building for our clients without charging them many thousands of dollars per month that was like beyond what our clients were willing to pay. And it was very, very labor-intensive. So we were wanted to see if there was a way that we could just streamline this process. And that’s how we ended up building Postaga.

JC: So how much time does this save, let’s say, an agency or a business that subscribes on its own, I mean, you know, to link build and to get, you know, the SEO quality and whatnot. You know, how much time do you think someone is saving just by using this?

Andy: Hours per week, if not days? I know, I know. Some agencies have people on their teams that just do link building, and they’ve done things very manual in terms of like, they’ll go into search engines, they’ll like combing or scrape results, and then review all of that. And then from there, like, like, our workflow really mimics the process of what people have been doing manually and just streamlines it automates it. But like, we have a few case studies of users who said, like, you know, I used to spend hours and hours a week, if not days per week, just building these kinds of campaigns that you’re able to do in just like 10 minutes of time. So, yeah.

JC: So how do you prioritize the new features that come out? You know, I mean, what’s really, you know, are you doing a lot of client feedback? Is it more of you know, the path of least resistance on what takes less time to code in? You know, things like that, you know, how do you prioritize, like, what’s going to be coming out for the software?

Andy: So we get a lot of user feedback, which is been really good for us. And we also have, you know, analytics and statistics. And we see like, what’s the most popular? What are people spending the most time on? And what do they want to see? And we’re also trying to be mindful of like, for us, like, as we grow and build this product? Where do we see the direction of it going? And so we have our like, we built our priorities around that. We have some, like we see, you know, more and more automation being key to this. So, for example, like, we get a lot of people like interested in Postaga, or like, you know, what, our company doesn’t do a lot of link building now. But we’re interested in it being one a part of like, a strategy that we implement. So what can we do, and through our onboarding process, we help people out as much as we can. But there’s still definitely for some more novice users is still a very educational component that needs to take place. So we’ve been developing more and more automated and streamlined features that like with the push of just a button, it’s like, here’s my website, Postaga kind of will crank out ideas of campaigns that you could run, basically running them all for you to a certain extent.

JC: That’s really cool. So let me ask you a personal question here. Let’s go back. So I just want every now and then, but I am curious about you for this. What did you want to do? Like, what do you want to be when you grew up when you were a kid, right? And then does that match what you’re doing now? What you’ve done? And if not kind of like, how did you get to where you’re at? You know, just what, what was your dream as a kid? And then where does that path lead you?

Andy: When I was a kid, I wanted to direct movies. I was definitely like I was in. You know, no one’s asked me that. I like that. Like this. I’m thinking about this. Now. I like I was into, I took like film classes in high school and, you know, made movies with friends and stuff like that. And I was definitely interested in that. How would I get into running a business? Now? I have? Where did I stray? Where?

JC: You know, where did you go from wanting to be a director to a lawyer? Right? Like, I mean that that was the first..

Andy: Oh, man. That’s a great question. No idea. How did I end up being like,

JC: It seemed like a good idea at the time?

Andy: Yeah, it seemed like a good I think that’s probably the The answer is it seemed like a good idea.

JC: There was always a girl involved, or was it to impress a girl?

Andy: No, actually, like my wife who I was..

JC: Your mom counts? Maybe it was to impress your your mom, to be a lawyer? I don’t know.

Andy: Yeah, maybe the parents wanted me to be a lawyer. And that made me that was it. But yeah..

JC: You’re happier now though, it looks like doing this, which is good. That’s very cool. So you know, The Future of Biztech? You know, I talk a lot about kind of what’s coming down the pipeline. First, let me ask you this. The first question is, where do you see your industry going? We’ll say 5-10 years. And by that, let me define that. I’m talking specifically about SAAS companies that deal with, you know, Martech, Martech SAAS, especially in the SEO link building field, because there’s a lot of competitors out there, right? But yours is interesting, because yours combines a lot of stuff. But where do you see your industry? going? Where do you see the technology of link building? Or, you know, outreach and things like that? And automation? Where do you see that going? 5-10 years?

Andy: Well, so in a very, like short term, I’m seeing a lot more in terms of like automation, and AI in particular like to, in terms of like, uncovering opportunities to basically automating as much of this process that’s been traditionally very manual as possible. Yeah, I know, they’re like, in terms of like SEO and that space in general, there’s like a lot of interest in like AI, GPT3 kind of technology with everything from research to content creation. And I’m seeing that in the in email personalization as well. It’s still pretty young, but there are a lot of companies exploring that. So aside from like, basically, taking out as much of the labor-intensive parts of marketing and analysis as possible, as is where where this is all heading.

JC: The AI part is interesting. I recently subscribed to copy.ai I don’t Yeah, I mean, here’s the thing. Let me let me just Copy.Ai – what a crazy good software because there’s what I thought it was going to be right? It sounded good already. And then I went in there and I started playing around with it. And I thought, Okay, well, you know that the AI, it’ll spit out some, like email subject lines is what I was going for it for example, yeah. And I thought, okay, and it only asked two questions, it was like, you know, tell us the name of the product, or the service, and then give like a one-sentence description that was, and I thought, that’s really not a lot of information. So that’s how I hit go. And I’m blown away. I mean, the stuff that it came up with was pure gold. I mean, I’ve been doing digital marketing, 20 years, I’m an email marketing guy by trade. And this blew me away. So I guess my question is this, and for one I’m gonna ask you this straight up to is, you know, you’ve already heard of Copy.Ai, obviously, do you have any plans to integrate some of that type of AI? Because, again, with what you’re doing with the outreach, are you gonna do any kind of native integration with them by any chance? Are you going to build your own AI to compete with that to help for your software, because I mean, that type of AI integration to what you’re doing, it could be incredible.

Andy: So we do have some AI elements already to what we do in terms of things that like prospecting, but there’s definitely going to be more coming down the road in terms of what we see into like, we’re building a lot of data right now to know things that like right now, with outreach, a lot of it for people just starting out, it’s a guess you have no idea if this copy is going to get a response from any of the people that you’re reaching out to. But the more people using our platform, the more data we get to know. Okay, here is the likelihood that Neil Patel responds to this email that you’re sending out, you know,

JC: Oh so like a ranking score of the percentage of chance of them replying?

Andy: That stuff is is definitely interesting to me and things that that we’re interested in, we’re seeing all of our, like, we know what our users copy is, and we’re seeing how that performs. And so that’s kind of the AI stuff that that I’m interested in, in particular.

JC: That’s cool. So what do you have coming out soon? Like I said, this podcast kind of drops about a couple months after we record, but you know, what, what are some new features that is going to be coming out soon that my audience and kind of either already, by the time they listen, go check out or see coming down soon on the pipeline.

Andy: So as of today, in mid May 2021, right now, if you’re looking at like building outreach campaign, and postado, whether it’s for digital PR for link building, there is a kind of a workflow that helps you kind of choose the type of campaign that you want to run. But you kind of have like, you need to input some like search keywords and things like that, in the next few weeks, I think by for sure, by the time that this episode drops, we’re going to have this feature that we’re really excited about, which basically, it’ll take your website and give you specific recommendations of outreach campaigns that you can run and already build them for you, basically so you could. Yeah, so it’s an

JC : It’ll maybe let’s say, I have a bunch of blogs. And we would say, Listen, this blog is right, right here for the picking. And these are the pages that we think you should reach out to. And here’s the pre-built campaign to do it. So it just it just crawls your site and says, here’s the low hanging fruit, go nuts, and it’s already ready for you make a little Edit and then hit send kind of thing?

Andy: Exactly.

JC: That’s That’s cool. That’s very cool. You see, I love that love those inside scoops. If for nothing else, because I’m I guess you know me and you are talking now. So I actually get to hear before anyone else.

Andy: I mean, normally I’m like, Alright, this is a closely guarded secret. Can’t tell anyone about that. But yeah, as long as the episode isn’t dropping tomorrow or anything like that.

JC: I’m gonna keep I’m gonna let it go a little later, just so I can get myself I’m getting

Andy: Well, I will I will let you know personally when this is out.

JC: Good. No, I definitely want to know that for sure. So let me ask you this. You know, I talked to a lot of business owners, you know, you’re on your second business in a sense, right? You know, being a lawyer isn’t itself you know, a business and you’re on this one now? What is the best advice that you’ve ever been given in business that you could share with the audience that just maybe just changed how you looked at things or really helped you?

Andy: The best advice I’ve been given in..

JC: Or best advice you could give just from your own experience..

Andy: I think from from my own experience, the one thing I would tell anyone that I ever work with anyone that I ever hire, especially is just stay curious. And don’t stop trying to learn more because you level up your game, the more like, the less satisfied you become with blog posts or things that just that you think are giving you answers on something like for marketers, especially, test everything out, test it out yourself, run AB Tests, try and like just never be I guess never be satisfied with like the amount of knowledge that You feel like you have and don’t just rely on that exclusively. Like, it’s great to, like, keep getting experience and keep learning new things and like being like, Alright I that will inform your your decisions for like, what marketing channels and things like that to work on. But don’t stop trying to get into more trying to learn more and just improve your skills because it just, it’s going to up your game, it’s going to make you more valuable and make everything that you do much more successful.

JC: I completely agree, especially coming from that industry so yeah

Andy: Yeah, for marketing, especially like I’ve hired like many people in the past and I’ve seen like the ones that end up being the most successful in their roles and end up progressing are the ones that just stay curious and ask a lot of questions. And like, if you’re if you’re working at a company and you’re like worried like, I’m like bothering my boss asking too many questions or, or I just curious about this one thing that I’ve just seen that like taking that curiosity and never being satisfied with just like being complacent really has kind of a just a huge impact on the organization that you’re in and for your career.

JC: So this might sound like a dumb question, given that you have a software that really helps with this, but outside of using your own software for yourself, obviously for to promote Postaga, which I imagine you obviously use for yourself. What other types of marketing are you doing to promote postdoc? What’s working? You know, what maybe didn’t work? You know, my audience sometimes gets a lot of value from kind of just hearing what’s out there that work, what isn’t working?

Andy: For sure. Yeah. Like, man, what is and isn’t working? What is what isn’t working is like always like the more interesting thing, right? It’s like, Alright, maybe I could maybe I can save you some time.

JC: Time and money. Yeah.

Andy: So I guess, like, there are some things that are some things that are like are not as quantifiable that I’m trying to better quantify. So, for example, I personally am very bad at I think, at social media. It’s not like it’s something I’m really trying on. But it’s not a skill that I have personally. But one piece of advice that we got from another startup that in a similar space was one thing that’s going to be helpful for for you is building an online community related to your, your specific niche and your product. And so far, that has been like a has been a really good thing for us. So like what we did, right before we launched, we built a private Facebook group dedicated to outreach and link building. And it’s been good for us. I really, now that I’m talking about it, I wish I had better numbers for it. But it’s been like, there’s definitely been like a lot of work to put into it. But it’s been very good for keeping people engaged. Also, like as a new another channel, aside from email, our users know what’s going on what we’re working on. For me also, it’s like been good for like, also like, as another channel for support. So because sometimes people will like, like, Hey, I’m trying to solve for this problem.

Andy: Does anyone have any recommendations and outside of like, me answering support tickets, I have other users in the community also that can help and chime in and have been great for giving ideas. I’ve sourced a lot of our own blog posts and content just from conversations that have happened in our like, private Facebook community. So like, that’s been good for us also, like, I, I hadn’t really thought of that before starting this business. But like, since getting that advice and doing it, I would definitely do that again, for if you’re you ever have if you’re starting a SAAS business in particular, or really, I don’t know, most any business, I would definitely look into some sort of, like, social community. There are there are a lot of options out there, you’re like, Alright, do I want to do a Facebook community? Or do I want to do something like slack or discord? I personally didn’t want to do like slack or discord, because those conversations are much more ephemeral and instant. Like, if I miss something in Slack, then it’s gone forever in 10 minutes, you know, but something with Facebook, You don’t need to be, like, present there all the time.

So that’s kind of the idea. That’s what that’s one thing. What else? other channels and things like that? Um, I guess what would be no surprise to anyone. Organic SEO and content marketing are extremely important. create content, create lead magnets on your best content pages. Make like to help make sure that the people who visit your website, get into your ecosystem, get onto your newsletters, so you can then throw them into a drip sequence of getting them to sign up for your product if they haven’t yet. And for anyone who signs up for your product or service, have some sort of educational series to get them to check it out and to upgrade from whatever plan they’re on to another plan or something like that.

JC: I mean, the money’s in the list, right? That’s what, that’s what I was taught and learn and agree with. You got the list? It’s like an ATM machine, you know?

Andy: Yeah I feel like that, like definitely, like the people who have been doing, like digital marketing from the earliest days are like the best at really using that email list. And I don’t just, I got nothing more to add to that.

JC: Yeah. That’s all right. Listen, Andy, I’m so glad that you came on the show. I love the software, like I said, and you know, even after we jump off this, I have more questions for you just sign up here. But how can the audience check out Postaga? Where do they go? And then how can they reach out to you personally, if they have some higher-level partnership kind of ideas or anything like that?

Andy: For sure. So we have a two-week free trial. You can check that out at post daga.com. That’s P-O-S-T-A-G-A.com. I’m pretty easy to find on the internet, because there are not any other Andy Cabassos. So you could find me on Twitter, @AndyCabasso. A LinkedIn, it’s Andrew Cabasso, so because I don’t know it sounds maybe a bit more professional, I don’t know. And our private Facebook group that’s all about outreach and link building is called Grow Together SEO. So yeah, check that out also.

JC: Eddie, thank you so much for being on the show. And I look forward to talking to you soon and check out the software even more.

Andy: Awesome. Thanks, JC.

JC: Thanks a lot. Bye.

infinityadminEpi 33: How to Create Links & PR Opportunities for Your Business – Andy Cabasso, Founder of Postaga