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KF #23. Organizational Savvy Archives - How to be Awesome at Your Job

1159: Precise Word-for-Word Scripts For Flourishing at Work with Erin McGoff

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Erin McGoff shares the simple word shifts that will supercharge your confidence and improve your image at work.

You’ll Learn

  1. How to get a raise with just a few words
  2. How to set boundaries like a pro
  3. The one phrase to stop using at work

About Erin

Erin McGoff is an award-winning filmmaker and content creator—known as the “internet’s big sister” through her AdviceWithErin branding. McGoff has built a significant online presence with millions of followers, delivering candid career and life advice for Gen Z and Millennials. She received a Pulitzer Fellowship in 2017 and was named a Forbes 30 Under 30 recipient in 2025. Her impact has been recognized by publications like The New York Times, Washington Post, Wall Street Journal, Business Insider, and others, and she is currently a contributor to CNBC. Her New York Times bestselling book, THE SECRET LANGUAGE OF WORK, is on sale now.

Resources Mentioned

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Erin McGoff Interview Transcript

Pete Mockaitis
Erin, welcome!

Erin McGoff
Hi! I’m so happy to be here.

Pete Mockaitis
Well, I am happy to have you here talking about the secret language of work and more. So, wow, you have quite the impressive audience, six million plus followers across everything. Could you maybe kick us off by sharing what’s a piece of advice you’ve offered that’s been counterintuitive, such that folks are like, “No way!” but you just staunchly believe, “No, this is, in fact, the way”?

Erin McGoff
I don’t know. Small talk comes to mind. People tend to kind of hate and downplay small talk, thinking that it’s just something that’s not for introverts. But I always urge people to know the difference between being shy and being introverted, and to understand that small talk is as old as humans are themselves, and that it’s a really, really important thing to master in order to develop rapport with people.

So sometimes people are a little surprised, as an introvert myself, that I’m so pro small talk, but it really is a very, very important thing to master.

Pete Mockaitis
Well, tell us, make the case, why is small talk important, if it’s just small?

Erin McGoff
Yeah, right? I talk about this in my book, about how, you know, small talk is not really about the conversation. It’s about signaling to the other person that you’re not a threat to them. And this goes back to our caveman days.

Like, if a person from another tribe, like, tries to come in, you know, to your village, small talk is the way of you both communicating that you’re not a threat to each other. And I think it’s still that way today when we go into work.

Being able to maximize those first few minutes of a Zoom call with a client when you’re still waiting for your boss to get on, that’s like a really golden time for you to showcase your professionalism and your maturity and how capable and competent you are.

And a lot of people think, “Well, small talk is just so cringe-y and I’m just so much deeper than that.” But you need to just get out of that mindset because it really doesn’t do you any favors. So that’s kind of, like, generally my advice is just to get out of mindsets that aren’t doing you any favors and get into mindsets that are.

Pete Mockaitis
Yeah. I don’t know who said it, probably one of our guests – we’ll dig into the archives – that small talk leads to big talk, and I think it’s so true. Because if you went right for big talk, because I mean, I don’t know, I’m in that ballpark, too.

It’s, like, “I don’t care about the weather. I mean, what are we doing?” And it feels like almost silly and performative. And yet, if the opening question was like, “So, Pete, what’s the deepest fear you’re wrestling with right now?”

Like, “What? I don’t…Who are you? Why would I tell you that out of the gate?” And so it’s sort of, like, there needs to be some kind of a bridge or stairway between just meeting or silence and the really deep stuff that turns into a strong relationship.

Erin McGoff
Absolutely. Yeah, absolutely. I love that small talk turns into big talk. I think that’s very, very true.

Pete Mockaitis
Well, and you’ve got some hyper-helpful scripts for us in that situation, and dare your subtitle promise, “Every Situation.” So could you share with us,  what’s the big idea with your book, The Secret Language of Work?

Erin McGoff

Yeah, so “The Secret Language of Work” was really birthed out of what my content is. I started posting career advice online in 2021 and it was mainly script-based. I was helping people actually figure out the exact words to say in situations or, at least, giving them examples for inspiration.

I always was kind of frustrated with a lot of career advice that felt very vague to me, you know, “Speak to your strengths,” “Walk in your truth.” And I’m, like, “What does that sound like, though? I need examples.”

So I really wanted to write a book that democratized access to really high-quality soft career advice, and not only did that but also gave people hyper-helpful, like very, very helpful scripts and examples of what to say in certain scenarios, how exactly to network without being cringe-y, or how to negotiate without accidentally being rude.

Because a lot of us, we want to do things, we want to ask for a raise. The only thing that’s actually holding us back is the fear of coming off offensive or the fear of failure, lots of fears. So I wanted to write a book that was designed to supercharge people’s confidence by giving them the tools and the scripts to actually speak what they want into existence.

Pete Mockaitis

Oh, cool. Well, we love supercharging confidence over here, so we are in the right place. This is good news. Well, could you share with us perhaps a story of someone who was kind of bumbling and unaware of the secret language of work, but then picked it up and what kind of results that unlocked for them?

Erin McGoff
Just yesterday, I got a DM from a man, Eduardo, and he got a dream offer, and he really didn’t want to rock the boat. He had never negotiated his salary before, but he did think that he was worth a little more.

He grew up in a household where his parents had never negotiated, and that financial literacy aspect wasn’t something that he was inherently taught. And he said, “I read your book. I read the chapter. I’m going to go in and I’m going to try it.”

And he updated me this morning that he was able to negotiate a 10% increase. And that was just probably three minutes of using mouth sounds, and it made cash appear instantly. And so that’s the power I want people to understand, is if you can just use your mouth sounds right, you can make cash appear out of thin air. So I have tons of stories, yeah.

Pete Mockaitis

Mouth sounds. Well, yeah, you know, in a way, that’s kind of silly and flippant, but in another way, it’s very accurate. Because I think we can overthink it, right, in terms of like, “Oh, my god, I have to say  just the right things, but then if I say this, he might say that. But then if I say this and then…”

But it’s like, “You know what, they’re mouth sounds, they’re words, and no need to get all worked up about them,” but almost, like, sort of this, well, the magic words for a genie or something. Well, since we’re on this example, what are the mouth sounds or the magic words for, “Yeah, I’d like you to pay me 10% more”?

Erin McGoff
Well, every negotiation is unique. It’s all going to be a case-by-case basis and all that. And that was something that always annoyed me when I would get career advice, is people would say, “Oh, well, it depends.” And it’s like, “Just give me an example. Just give me some inspiration.”

And so that’s really what I try to do in the book. And it’s so important to stay aligned on your shared goal. You know, the recruiter, or whoever is negotiating the deal with you, they want to hire you. They have an incentive because their job is to get somebody in the role. The company needs somebody to do a job, you can do the job, they offered it to you. So don’t be scared.

In the United States culture, negotiating your salary is a given. It’s what they expect. They rarely give you the best offer or the highest offer they can. And if they do, they oftentimes will say, “This is the highest offer, by the way. Like, we can’t go any higher.”

Pete Mockaitis

Yeah, or, “This is standardized across all of North America. It’s kind of what it is, you know.”

Erin McGoff

Yeah, exactly. So it’s always important to come in with a case, three things. AI can also be helpful, too, if you’re struggling to think about like, “Ugh, I don’t know, the three extra reasons, you know.” It’s helpful to try and figure out what you bring to the table that maybe somebody else doesn’t.

I always say it’s kind of, like, you’re looking at two pairs of jeans, and everybody says, “Oh, they’re just going to go with the cheaper candidate,” and it’s like, “Do you just always go with the cheaper jeans? No, you go with the jeans that look the best on you and they’re the highest quality and they’re the best value for what you’re getting.”

So it’s kind of important to productize yourself, which sounds odd, but to go to them and say, “Hey, I really want to make this work. I want to sign this paperwork today. In order to do that, here’s a salary that I’m looking for, and here are the three reasons why I bring this additional value to the role.”

So it’s really important to remember that, I always say, it’s not personal, it’s just professional. This is just a business transaction. You’re going to provide a service to them, and they’re going to pay you. And a mindset shift that people find really helpful is I like to think about myself as like a vendor or a freelancer.

And I’m not necessarily, like, begging for this job, but rather I bring a certain specialty and skillset to the company, and I’m going to alleviate problems, and I’m going to use my professional skill to improve the company and to provide value, and they’re going to pay you.

And so you’re just negotiating what this proper rate is. Everything is made up. The salaries are changing all the time. Do your research, but also make sure that you are getting paid what you think that you’re worth. And you’d be surprised how well a negotiation can work. It’s just a few minutes of awkwardness for, like I said, cold hard cash.

Pete Mockaitis

Yeah. Well, that was a hyper-helpful script in terms of, “I want to sign this paperwork today, and here is really what would do the trick for me.” And as I’m hearing it, it doesn’t feel rude. It’s funny, as I’m putting myself in the role of the recruiter there, it’s like I’m excited, “Oh, she wants to sign today. Good news.”

And I’m already predisposed to want to be able to say yes. You know, and then I’ll probably either give it to you if I can, or, you know, you just be really clear about why I can’t. But I think that’s a good feeling to know that you explored that rock. You know, “Okay, well, I tried and this is, I believe them when they said that’s the highest they can go.” That’s cool. Okay.

Erin McGoff

Yeah, and there are other things you can always negotiate besides salary, too. If they can’t go higher in salary, maybe they can do a higher 401k match, or more PTO days, or remote flexible Fridays. So it’s just always important to just see what you can get.

Pete Mockaitis

Yeah, that’s very nice. Well, so we’re going to maybe dig into all kinds of little hyper-helpful scripts in particular situations. But I’d love to know, are there a few of your favorite go-to’s, like, “Oh, this is a handy script that is useful in many situations.

Erin McGoff

Something that I help people with a lot is setting boundaries, which is tough, you know, when you’re working and, especially in an economy like this, where it’s really an employer’s market, you don’t want to rock the boat.

At the same time, it’s really important to set boundaries for yourself. It’s not other people’s responsibilities to set your boundaries. People will, generally, take what they can get from you. So it’s important to show people what they can expect from you and what they can’t expect from you.

So it’s important to learn how to say no in professional ways. And something I love is, “Oh, I’m currently at capacity.” So let me give you an example. So say your boss is just throwing things on your plate. Instead of getting bitter and frustrated at your boss, “Oh, why don’t they understand that they’re overloading me, they’re stressing me out? I’m drowning as it is.”

First of all, give everybody the benefit of the doubt. Your boss’ job isn’t to micromanage everything you do, they’re not inside your brain. Their job is to do their job, and your job is to do your job. So you have to communicate with them.

And so let’s say they put yet another thing on your plate, and you’re like, “I just…I can’t do this.” Instead of going to your boss, and saying, “I’m overwhelmed. I’m stressed out. I can’t do this all,” that’s just giving them another problem, and every manager hates that.

Instead, you always want to come to your boss with solutions. So you want to say, “Hey, I noticed that you gave me another task today. I’m currently focused on this task. Which would you like me to prioritize?” And then you’re giving them, “Oh, huh, which client is more important? Which one can we shift? Which one can be moved to Monday?” You’re giving them something to work with.

So saying, “I’m currently at capacity with client A’s presentation. I know that you want me to focus on client B. Which one would you like me to prioritize today? And which one would you like me to postpone to Monday?”

In that way, that is like music to a manager’s ears because then they have something to work with. And they’re not just dealing with your stress and your problems, but you’re providing them a potential solution.

Pete Mockaitis

And it sounds very nice when you say it. Good job. I guess my nightmare, when you talked about fear at the beginning, is I always fear a response that’s very curt or mean, you know, along the lines of like, “Well, Erin, we expect you to be able to walk and chew gum at the same time here.”

It’s like, “Well, you know, hey, Erin, actually, both of those are critical. So make them both happen and don’t whine to me about this.” So, anyway, I feel like that’s a bit more edgy than the vast majority of managers will communicate, but they may well convey something along those lines in a more diplomatic, professional way.

So what do you think about that in terms of, one, can you deflate my fears, like that happens almost never? Or, two, do you have the follow-up for when they’re pushing back on your pushback?

Erin McGoff

Yes, absolutely. This is something that people actually like about my videos, is that I always offer a pushback. I actually just posted this, or filmed a video about this today. Because, yeah, on the internet, in a video, a perfect script is going to get the job done.

But, in reality, when you’re working with a difficult boss who does tell you, “Hey, I need you to prioritize both,” that does happen. And, you know, obviously, I recommend that you don’t work with a boss like that, but we can’t always control who we work for. We can’t just quit our jobs if we don’t like our boss. We’re going to have to work with people that we don’t like constantly.

So if your boss does push back, again, don’t make it personal, keep it professional. So I always recommend, when people are coming to their boss, with like a complaint or an issue that they reframe a personal problem as a professional concern.

So instead of saying, “I’m personally so overwhelmed,” all they’re hearing is you’re not competent. You can’t get it done. A bad boss. A good boss will work with you, but a bad boss is just hearing, “They’re not competent.”

Instead, you want to turn it into a professional concern, “Hey, I know client A is a really, really important client, and I really want to make sure that we get this report done right and on time. I have this much capacity today, and I want to make sure that we have time for both. So can you work with me to figure out a solution here to make sure that we can get both reports out the door?”

Again, align your goals. Always be aligning your goals. The boss wants the reports out the door. You also want the reports out the door. But it’s impossible right now to get that done as is. So you want to come to them and say, “Our goals are aligned here, but the strategies, the car is broken down. It’s not going to work.”

And then present them with a solution, “You know, James has a lighter workload today. Would you mind if I gave him the remainder of project A so I could just focus on project B?” And maybe give them, like, a worse second option or something like that? Just give them options.

Pete Mockaitis

“Or I could just have AI generate it entirely.” “No, don’t. Don’t do that.”

Erin McGoff

Don’t do that. And you can relieve that mental load from your boss and actually get what you want. So that’s the secret language of work. Like, the first page of my book, I talk about the desired outcome. So is your desired outcome from this conversation your boss understanding that you’re stressed? No, your desired outcome is working on one thing at a time. So always always keep the first thing the first thing. And, yeah, keep those goals aligned.

Pete Mockaitis

Yeah. Well, if I may, we’ll keep the pushback going in terms of it’s, like, “Well, Erin, I think that both of these are possible so long as you just crank at it till midnight. What’s the problem?”

Erin McGoff

“I could certainly crank it out until midnight. but that doesn’t solve the problem of these reports being done on time and with quality. You know, unfortunately I’m only one person and we do need two people on this, or we need to rework the deadline. It’s not possible.”

People are oftentimes tempted to say, “Well, why stop work at five?” It sounds great in an internet video, it sounds awesome. You stick it to the man, you know, those videos always go viral, but it doesn’t work in real life.

So I try to give like very realistic advice. And, again, it always goes back to that desired outcome. Aligning your goals and talking about workflows and solutions. And, yes, when it does come to time-based activities, like that can be really tricky.

Like, if your boss is just like, “You need to stay late,” remember that that’s not a sustainable solution. So, like, sometimes, yeah, you might need to stay late at work. You might need to get something done. I’m like very pro working hard. I’m not anti working hard. I think people should prove themselves at work, but I also believe in working smart.

And working a long time doesn’t necessarily mean that you’re working hard or working smart. It just means that you’re working a long time. So it’s always important to collaborate with your boss. I like to have things in writing, too.

Like, send them an email, and be like, “These are all the things that need to get done in the next 12 hours. Even if I stay working until midnight, that’s not going to happen.” So again, just working with them, keeping it positive, keeping it solution-oriented.

Pete Mockaitis
Well, yeah, and I like that frame associated with, and you didn’t say it explicitly, but what I’m hearing, and maybe you could highlight it explicitly, is the notion that quality is likely to suffer if you are cranking at it at 9:00, 10:00, 11:00 p.m. And I think that we could all just appreciate that that is true of the human biological entity, straight up. That just is.

Erin McGoff
Yeah, it’s important to remember your boss wants to look good to their boss. And you messing up a client report because you ran out of time, that doesn’t make them look good to their boss. So always think about what they’re looking for and how you can align your goals.

Pete Mockaitis
And I think, even to that notion, in highlighting the burnout or sustainability piece, I think it really does give rise to all kinds of other creative solutions. It’s like, “Okay, maybe you can work until midnight and then you’re going to go ahead and take tomorrow off.”

And, like, that’s reasonable and that there are times when that is 100% cool with the manager, like, “Yeah, please go for it.” And you have the chat and you got a win-win there.

Erin McGoff

Yeah. I mean, you can’t fix a bad manager. Like, the only solution is to get away. People don’t change. You just have to get away from them.

But you’re totally right. That’s another solution that you could offer, “Hey, yeah, I could stay until 2:00 a.m. tonight, get it out the door. I’m willing to put in that extra work because I have this goal of becoming a director in 12 months.”

Like, always remind them of, like, what your goal is, like speak it into existence is something I talk about, “I’m willing to put in this extra effort because I want this goal or promotion. However, I’d really appreciate being able to come in at noon tomorrow, as a way of catching up on sleep,” or something like that. Always offer different solutions.

Pete Mockaitis

Well, yeah, framing it in terms of the the goal, the objective, what they want is fabulous. One of my favorite quotes, I don’t know where it came from, was, “Diplomacy is the art of letting other people have it your way.”

And I think that that’s kind of what we’re doing here, is you’re always speaking about it in the terms that they care about.

Erin McGoff

Exactly. Yep.

Pete Mockaitis

Okay. Well, so we talked about some favorite words. How about some least favorite words? Anything you think just needs to go?

Erin McGoff
Yeah, as far as phrases, like, to remove from your vocabulary, well, first of all, there’s always the the fillers, which I intentionally use, by the way – “you know, just, like, um.”

In the book, I talk about them as language softeners because, as a woman, if I tend to speak the way I feel most comfortable, which is like more blunt and plain, people tend to not like me very much.

So I use fillers intentionally, which people are always really interested to hear about because I’m probably one of the only communication experts out there that is not telling you to tone it down. Now some people certainly need to tone it down. But I’m not a hater of fillers, in general, especially in conversations like this. You don’t want to sound too robotic.

But a phrase that I think is really helpful to get rid of, in a professional and personal setting, is the phrase “I don’t have time.” “Boss, I didn’t have time to do this,” “I don’t have time for that.” People just really don’t like hearing that you don’t have time.

And it’s also not helpful to you because there’s no such thing as not having time for something. There’s not making it a priority. And you can’t make everything a priority. And that’s just that. And this is really, really helpful for people on an individual level because when you say “I don’t have time,” you’re taking your power away from yourself.

You’re saying, “I’m not in the driver’s seat of my own life. I don’t have time for anything. I’m flustered. I’m flailing, I’m all over the place.” But when you say, “I don’t have the ability to make this a priority right now,” you’re putting yourself back in a place of power. And you’re saying, “I have control over my life. I have control over my days. I’m not in a position to make this a priority right now.”

And maybe that’s updating your portfolio or cooking homemade meals. It’s totally fine if sometimes you don’t have the ability to make everything a priority. So I’m really a fan of using language that empowers yourself even when it’s way more fun sometimes to use language that disempowers yourself and lets you be a victim. I’m typically a fan of putting yourself back in the driver’s seat even when it’s hard.

Pete Mockaitis
Yeah, I hear you. “I don’t have time” is false, fundamentally. I guess it’s almost like the phrase “I have to” or “you have to.” It’s incomplete and on its own false, but it means “I don’t have time” relative to “I don’t have time to do this, in addition to the things that I’m super duper committed to and unwilling to give up,” which is the same thing as saying, “It’s not a priority.”

And, likewise, “I have to” or “you have to” is false on its own, but is only true in some context, “You have to do this in order to achieve a particular result, subject to some particular constraints and commitments.” But that’s a lot of words.

Erin McGoff
Yeah.

Pete Mockaitis
Yeah. Okay. Well, tell us, any other super favorite transformational language shifts that we got to highlight here?

Erin McGoff
One of the things that I talk about in the book, kind of like these basic fundamental idea, is strategic communication is all about playing chess and not checkers.

So there are things that you’ll want to say in the moment, things that your gut is telling you to say, you feel compelled to say. It’s impulsive. And a lot of the times it’s really true and really right, and you’re, like, totally fine for saying that. Like, “Boss, you suck.” Your boss might suck. I totally agree.

However, it’s always important to remember what your goals are. So a great example is when you’re quitting your job. A lot of people, especially if you’ve been working for a bad boss, which is unfortunate, want to tell off their boss.

And it totally makes sense that you want to tell off your boss. That’s what you do in your personal life. You know, if somebody’s being rude to you or disrespecting you, it makes sense. There is a way to do this, though, that stings so much more and protects you from the negative repercussions. And that’s playing chess and not checkers.

So playing checkers would be, “I’m quitting. You’re the worst boss ever. I hate working here. You suck. I hope I never see you again.” Hey, that’s all true, fine, and dandy. All the power to you. You’re expressing your emotions. It doesn’t benefit you.

Because, five minutes after you walk out of their office, that stink will follow you. And you’d be surprised how small the world is. And I’m not saying that you need to get your boss to love you, but I’m saying that there is a professional way to leave your job.

You can say, “Hey, I’m putting in my two weeks today. Thank you so much for my time here. I would love to provide feedback, if possible. If not, that’s fine. But April 6th would be my last day.”

Just keep it short and sweet, and then you can provide professional feedback, whether that’s to HR or in an exit interview. And that is so much more painful and effective because you’re doing it in a professional way. So you’re not getting distracted by your personal emotions, but rather it’s professional feedback.

And you can go to Glassdoor, and you can scream in a pillow, and go to kickboxing classes, and get it out in a healthy way. I always recommend getting out your emotions in a healthy way and expressing them. But do it in a way that benefits you and doesn’t accidentally back backfire and hurt you down the line.

And so the book is very, very much about, “How can you strategically use your words to get what you want, maybe in a way that seems counterintuitive at first, but, over the course of time, will pay off?”

Pete Mockaitis
Yeah, I think that’s a nice distinction there. It’s, like, you’re a human being who has emotions, and those emotions have validity, and it is often helpful and beneficial to have those emotions expressed somehow.

And yet, often in the workplace, about the thing that you’re mad about is not quite what’s going to give you the optimal result.

Erin McGoff
Exactly. Yes.

Pete Mockaitis
Very nice. Okay. Well, do you have any final pro tips on sounding more confident?

Erin McGoff
Yes. You know, something I talk about a lot is this idea of the person that you talk to the most is actually yourself. So a lot of people focus on external communication, “How can I communicate better with my coworkers and my boss and recruiters and all this stuff?” And that’s great.

But none of it really sticks the landing unless you already have a good relationship with yourself. So the person that we talk to most is ourselves. The way that you talk to yourself really matters. And we all tend to have this internal dialogue that’s hypercritical, not very positive. and it takes work to kind of train yourself out of that.

And so something I always say is to be your own best friend. Next time you mess up at work and you say, “Oh, my gosh, I’m such an idiot. I’m always messing things up. I don’t deserve to be here. Everybody’s going to figure out I’m such a fraud and a failure,” pretend your friend is saying that. And how would you respond to them?

You’d say, “You’re not a failure. You’re not an imposter. You just messed up a spreadsheet. It’s really not a big deal. Just go in and fix it. Let your boss know, and move on with your day.” Like, kind of get used to, like talking to yourself inside your head.

It sounds neurotic and nuts, but once you get in the habit of doing it, you become very, very kind to yourself, but you also become stronger because you’re able to deal with obstacles and issues and challenges much better. You’re able to overcome things much, much quicker.

So before talking to anybody else, so this is how I open up a book, is you need to first figure out how you’re talking to yourself and make that into a healthier conversation and dialogue. And it takes a little bit of work at first but, over the course of time, it becomes much, much easier. And then you treat others how we tend to treat ourselves.

So you tend to treat others with more kindness and empathy and dignity, and that gets you so far. I always say, like, manners go so far. You’d be shocked at how many people come into an interview and don’t even say thank you at the end.

I don’t know if it’s because they were never trained to, or because they’re entitled, or maybe they just forgot, that happens, too. But just saying “thank you,” “please,” “I really appreciate that,” like, just these little tiny things can go so, so, so far.

So the devil is really in the details but, yeah, my overarching advice is that if you’re looking to improve your communication with other people, first, improve your communication with yourself.

Pete Mockaitis
And I like that a lot. Well, you talked about the Golden Rule, fundamentally, treat others the way you’d like to be treated, in terms of, like, “How are you treating yourself?” And so it’s often the case that we are much more vicious to ourselves than we would ever be to a third party.

And I’m right with you. I felt that recently, actually. I’ve had some conversations with myself in terms of, like, you know, maybe I’m disappointed that I wasn’t able to take care of business in a couple of days. But to be able to say, like, “Hey, you know what, Pete? It’s been a pretty hard couple of weeks here.”

You know, they cut down my beautiful forest view to make a new house, which is not, yeah, not fun. I’m listening to the beep, beep, beep of the construction machines. I’m sick. So a number of things. And so it’s, like, “So it kind of makes sense that it’s not your most uber productive day in the record books given the context you find yourself in.”

And so, in a way, it feels silly to speak to yourself in that way. And yet it’s very soothing. It’s almost like a a sweet, motherly word of encouragement to your four-year-old self. And I was like, “You know what, that’s right. Okay.”

Erin McGoff
Yeah, you’re right. Yeah.

Pete Mockaitis
“You know, tomorrow’s another day. It’s all good.” So any pro tips on, if we’re feeling some awkwardness there, or we’re not accustomed to engaging ourselves in this sort of a kind conversation, how do we kind of get more in that groove?

Erin McGoff
That’s a really great question because it’s actually a lot harder than people realize. It’s hard to catch yourself in the moment when you’re in this 24/7 habit of being so self-critical and so hard on yourself. So I recommend this proactive approach.

Every morning, when you’re brushing your teeth, just look in the mirror and be, like, just think, “I’m going to have a great day. Like, I’m really good at my job. People like me. People like working with me.” Those affirmations sound really silly, and a lot of people would roll their eyes with that and scoff.

However, they’re really effective on a neurological basis. And I think if you can just look in the mirror and say three things, “I’m going to have a good day. People love working with me. I’m going to crush this project,” like, if you can get specific about it, too, it will turn into a habit, just slowly over time.

And at first, it’ll feel really weird. Sometimes when I encourage people to do that, they say, “I’m not doing that.” And it makes me really sad because, in that moment, I’m like, “Oh, my gosh, you are so mean to yourself that you can’t even be nice to yourself for five seconds.”

And it’s very, very sad to me, and I just say, “You know, what happened to you where you feel like you can’t be kind to yourself?” It’s tough. People grow up in really rough households and really rough childhoods, and they learned that the only way to survive is to hate themselves. And so, things can get pretty deep pretty quick sometimes with career advice.

Pete Mockaitis
Well, yeah, you’re right. Well, “What happened to you?” I’m thinking about the book that that Oprah co-wrote there, which was a good one. And it’s intriguing, it’s sort of not that, speaking from my own experience, it’s not that we’re incapable of that, like, “Yeah, I can say the words in the mirror, sure. It’s just that I feel kind of weird and silly and awkward doing so.”

And what’s interesting about that is, well, one, I think that’s the case for all conversation, it’s like, “Well, if you’ve never done it before, everything feels weird and silly and awkward the first time you do it, just straight up, as a fact of learning and how that works.”

But, secondly, and I find it encouraging that the affirmations you spoke – we had Hal Elrod on the show, talking about, you know, make your affirmations truthful in terms of like, “Money flows to me effortlessly.”

He’s like, “Well, no, it really doesn’t, actually. You have to hustle.” So I think with one of my latest affirmations, which I find it’s like it’s really true, and I actually assembled the evidence for it, I wrote it down, because sometimes I can get in, like, a negative loop, and this is just objectively true, “Sometimes things work out better than you expect.”

Erin McGoff
Yep, what’s the best that could happen?

Pete Mockaitis
Yeah, because, you know, sometimes it’s like, “Ugh, it’s going to be a lot of effort. It’s not even going to turn into anything, anyway. I don’t feel like it. I don’t want to bother. Blech!” It was like, “Okay, yeah, maybe.”

But also what is true is sometimes things work out better than you expect. And, hey, what do you know? I’ve written down a dozen examples and I found that quite encouraging lately. So I think that’s kind of the sweet spot for affirmations. It’s not the – was it Gordon Smiley – or, “I’m good enough, I’m smart enough and, doggone it, people like me.”

But rather, “Hey, here is something that is true, and when I bring that back to the forefront of my awareness, it provides encouragement.”

Erin McGoff
Yeah, I love that realistic approach so much, “I have a big day today. I have a big calendar. I’m feeling really overwhelmed, and I think that I’m really capable of getting this done.” You know, it kind of reminds me a little bit of Tim Ferris’, you know, we’ve all heard of goal-setting when you set goals for your life.

And he has this whole idea where you practice fear-setting. So you actually, like, write out all of your biggest fears. So if you try to start your own company, what’s the worst that can happen? And then you work your way backwards from there to be like, “Okay, well, I go on a debt.” And then you talk about how you would rectify, like, the situation.

And I think that that’s really effective. And I think that if you can just work through it and be really realistic with yourself, like, “I had this big presentation today. I think it’s going to go great because I’m super capable. And if it doesn’t, here’s what I’m going to do.”

I think that’s really, really effective. I like to give as realistic of advice as possible. So I I really enjoyed what you said.

Pete Mockaitis
Thank you. Well, now let’s hear rapid fire about some of your favorite things. Can we hear about a favorite quote?

Erin McGoff
Yeah, I was just thinking, “Don’t get mad. Get curious.” I don’t always say that. I usually say my favorite piece of career advice, but from our conversation today, I think that’s something that these listeners might need to hear.

It’s just, you know, when you’re feeling angry at work, don’t get mad, get curious, you know, “How did we end up here? What happened to my boss’ childhood that’s making them act this way?” It’s kind of a good general rule of thumb.

Pete Mockaitis
Yeah. And a favorite study or experiment or bit of research?

Erin McGoff
So I think it was in the 1990s, there was a study that found a phenomenon called the liking gap. And it talks about how they found that, when people exit a conversation, the people who you left, the group you left, tend to rate you way more favorably than you think it went.

Like, consistently across the board, people actually tend to like you more than you think that they liked you. And I encourage anybody listening, go read the study, go watch a YouTube video about it. I think it’s absolutely fascinating because there are a lot of interesting studies out there, but I don’t hear people talk about the liking gap very often. And it can be very, very validating if you’re somebody who’s socially anxious.

Pete Mockaitis
Yeah. And a favorite book?

Erin McGoff
I used to say The Alchemist. I feel like a lot of people say The Alchemist though, so I am going to also say Never Split the Difference by Chris Voss. I feel like everybody kind of loves that book now, but it is truly the Bible on negotiating. And I think Chris is a great reader on the audiobook. He gives great stories. I think it’s just a well-structured and well-written book.

Pete Mockaitis
He is a great reader on the audiobook. He was on the show, and just the way he says, “Salsa red pearl,” it’s like, “I got to have that truck.” Whenever I see a red truck, I think of Chris Voss. I mean, he makes an impression.

Erin McGoff
Yes, he does.

Pete Mockaitis
And a favorite tool, something you use to be awesome at your job?

Erin McGoff
Ooh, I’m using a lot tools now. I’m, of course, using Claude Cowork. I absolutely love Claude Cowork. I think when you learn how to prompt things correctly, it’s very helpful. Where people run into issues with AI is that they don’t put in the effort to learn how to prompt correctly.

So if anybody’s listening to this, watch some YouTube videos, learn how to improve your prompts, and you would be shocked at what a great sidekick something like Claude Cowork can be.

Pete Mockaitis
And a favor habit?

Erin McGoff
I drink a ton of water every morning. I’m not even kidding. I think drinking water is like a really great piece of career advice. People in the afternoon, you know, they think they need that second cup of coffee, that 2:00 p.m. coffee. You don’t. You’re dehydrated. You need water. Go drink a ton of water.

And if you still feel like you need the coffee, then drink the coffee, okay?

Pete Mockaitis
Okay. And is there a key nugget you share that folks really dig, they quote it back to you often?

Erin McGoff
I always say no one knows what they’re doing, and people love it. Some people get really upset. They’re like, “Don’t say that doctors know what they’re doing.” And I’m like, “Of course, they know what they’re doing. Of course, professionals know how to do their craft.”

But when you really zoom out, everybody is winging it. Everybody is making it up as they go along. Nobody predicted COVID. Like, nobody knows what tomorrow brings. Economists are wrong all the time.

Pete Mockaitis
Yeah, the tech bros hype their things, and most of them don’t do the vision they portray. All these TV shows get canceled, “Well, shouldn’t the execs know what shows are going to be a hit?” No, they can’t do it. Yeah.

Erin McGoff
They do not know. I know from experience.

Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?

Erin McGoff
Yes, follow me on Instagram, @advicewitherin. You can sign up for my newsletter, HyperHelpful.com, which is a fun weekly newsletter that I write to supercharge your career. Of course, I have my book, The Secret Language of Work.

And I have a new app out called StupidFish, which is extremely helpful. We have about 30 to 40, maybe even 50,000 users actually today, in our first week. So, yeah, definitely go down on StupidFish.

Pete Mockaitis
All right. And do you have a final challenge or call to action for folks looking to be awesome at the jobs?

Erin McGoff
Find the job that you enjoy doing. It’s much, much easier to work hard at something when you’re having fun. I think people who are having fun always tend to win in the end. So find the job that you’re the best fit for naturally. It’s out there. I know it is. There are new jobs being invented every single day. Sixty percent of the jobs people have today didn’t exist eighty years ago. So go, go find your best fit.

Pete Mockaitis
Beautiful. Erin, thank you.

Erin McGoff
Thank you so much for having me.

1138: Breaking Free from the Invisible Norms that Limit Our Best Work with Nilofer Merchant

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Nilofer Merchant debunks some of the pervasive beliefs and practices that keep us from succeeding at work.

You’ll Learn

  1. Striking examples of how hidden norms limit us
  2. Why you owe it to yourself to play office politics
  3. The mindset that creates more win-win solutions

About Nilofer

Nilofer Merchant spent over 25 years leading technology companies (Apple, Autodesk, GoLive/Adobe) and personally launched over 100 products and services, netting $18 billion in revenues. She is ranked among the top 50 influential management thinkers in the world (one of her TED Talks has been referenced 300 million times). Our Best Work is her 4th book.

Resources Mentioned

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Nilofer Merchant Interview Transcript

Pete Mockaitis
Nilofer, welcome.

Nilofer Merchant
Glad to be here, Pete.

Pete Mockaitis
I’m glad to be here as well. I’m excited to talk about your book, Our Best Work. And could you kick us off with a particularly surprising and fascinating discovery you’ve made about humans and work while putting this one together?

Nilofer Merchant
You know, I think right now we’re in this AI age where we’re thinking a lot about what is the role of technology in our work. And I think I’ve kind of come back to the basics, which is if we don’t understand how to actually create that connection between us humans, we’re never going to be able to take advantage of the technology. And it was not so much a surprise, but sort of like this deepest reminder that it’s all about people.

Pete Mockaitis
Well, that is an intriguing assertion. Tell me more.

Nilofer Merchant
Well, so one of things I wanted to just share is most of us are in a position where we think we don’t have power, especially now when people are cutting back. A couple days ago in tech, one of the companies, Block, ended up firing 40% of their staff.

And they’re having this conversation about, “Am I allowed to push my own agenda right now? Because it might be time to hunker down and crawl underneath a desk and just do whatever I’m asked to do.”

And I’m like, “Actually that will not lead to goodness, not for ourselves, not for companies, not for the industry, nothing.” And yet, I can see how much fear is in the room.

Pete Mockaitis
Yeah, that is well said because, emotionally, that’s natural in terms of, “Because there is fear and because there is risk, I am less inclined to put forward my stuff. It might be kind of out there. It might be rock the boat, disrupt things or it feels emotionally, like, not a great time.”

And yet, in some ways, it is the absolute best time because, one, you might not have that much to lose. And, two, I think when folks get jolted with something that wasn’t even on their radar, it’s like, we don’t know what we don’t know. And then someone’s like bringing these things up. I am personally inclined to think, “Oh, you are very valuable and I want you around. Thank you.”

Nilofer Merchant
Yeah, you know, one of the things about the Block news was really fascinating. Jack basically fired 40% of the organization, and people were asking me what I thought about it. And I said, “Well, I mean, if your only goal is revenue optimization and sort of profitability, I understand why you would do that because AI does lend itself to efficiency.” But that is really appropriating more value and values to capital.

If it were me, I would have sat there and thought, “Okay, if I can do twice as much with the tools, and I’ve already hired this exceptionally talented group of people, and they’re onboarded and running, why wouldn’t I figure out how to grow the business?”

Pete Mockaitis
Yes, and not to go down an AI rabbit hole, although a reasonable proportion of my conversations are doing that these days. But that’s exactly the vibes that I feel when I read this news. It’s like, “Okay, yeah, I imagine because of developments, you’re able to do the stuff.” Like, I mean, in Block’s world in particular, “We’re making software features, additions, and we’re doing customer service-y things.”

So I can hear like, yeah, in that zone, yeah, that makes sense that you can pull off that amount of features and that amount of customer service requests with fewer humans handling it. Like, I buy that. That makes sense to me.

But what I find tricky is exactly what you’re saying there, it’s like, “Well, is that what we’re trying to do in this organization, is just to maintain the status quo more cost effectively?” And maybe there’s a time and a place where that is the right strategic business move, but I’m with you. I’d say, “Ooh, this is exciting. We have all this capacity to go create, invent, and push forward into new territories. So let’s have some fun with it.”

Nilofer Merchant
And if I was a listener to this conversation, one of the things I’d really be thinking about is, “How do I use this stuff for my own gain?” So whether it’s, “I do my job better at my own desk by using some of the tools and technologies,” it could also be as a team, we get together and say, “Hey, listen, we can reimagine who we are.”

And go, “Oh, if we can do more and we can do things better just using tools, then, okay, what else could we imagine for ourselves that we’ve not been able to do because we were so busy doing what we’ve already been doing?”

And there’s, I think, an upside there that any of us can kind of take on and go, “Oh, what is the thing?” In fact, a friend of mine just sent out a thing where he redesigned his website and did a whole series of things using tools, migration, etc., that he could have hired a designer for, but he could do it all himself.

And so he said, “I saved so much money. I’ve also taught myself new things.” And I was like, “Yes, isn’t that what we want to do?” It’s, “How do we take advantage of this stuff instead of it happening to us?”

It reminds me of the early days of the web, which I was lucky to partake in. And everyone was like, “Oh, the web will put designers out of business.” And actually, the designers who won were the ones who figured out how to use the web for their own gain. And I feel like we’re in a similar place, maybe at a little higher speed trajectory.

Pete Mockaitis
Okay. Well, tell us what’s the big idea or core thesis behind your book Our Best Work?

Nilofer Merchant
I started with this question, “Our best work changes based on how you define those three words.” So if you define “our” as a small group, you know, the people maybe who are capitalizing the business, or you define it as “our” as the entire organization and team.

If you define best as, “Oh, it’s about making money and capital optimization of revenue,” or, if you define best as solving really meaningful problems. If you define work as the contract, right, “I scope this job for this person to do,” or we define it as a calling and a way for each of us to express ourselves and be a part of the world, those aren’t just linguistic choices. Those are like forks in the road.

And one grows, you know, if you go towards a couple people benefit and it’s about how fast we can make money and it’s about we scope out jobs and ask people to do those jobs, that creates one type of economy and one type of workplace.

And then you go towards the definition of inclusive and meaning and really doing things that call to us, and you end up in a completely different place. And I feel like if we could explore those questions, if we could just even examine, “What are we doing today that might hold us down to the sort of existing model?” instead of going, “Oh, what could we possibly create?” that was, I don’t know, motivating for me to explore.

Pete Mockaitis
Certainly. Okay. And can you tell us a cool story of a professional who zeroed in? You identified 24 invisible norms that limit us. Can you share with us a fun story of someone who identified, “Oh, wait a sec, here’s a norm that’s been limiting me,” and what they identified and how they busted it and what cool stuff happened on the other side?

Nilofer Merchant
Yeah, so one of my really good friends came to me after her boss said to her, “If you have good ideas, they’ll get stolen. Just get used to it.”

Pete Mockaitis
Oh, the boss said this?

Nilofer Merchant
The boss said that.

Pete Mockaitis
Okay.

Nilofer Merchant
“Just get used to it and make your next set of ideas.” And she was basically asking me this question about, “Is it me? Like, is it me that I’m not accepting that as true and I should just get on with it and be an adult and go on and come up with the next idea? Or is it him? Like, is he being an ass by not protecting the interests of my team and the work we’ve been doing for a while?”

And I said, “Actually, it’s neither of you. It’s that the organization has accepted that idea theft is a good thing. That as long as we get the flower from the field of wildflowers, as long as the organization benefits from it, it doesn’t matter who came up with the idea.” And I was actually saying, “What it does is it kills the entire field of wildflowers.”

And so that norm of saying, “Ideas get stolen,” which almost all of us have heard in our careers. We’ve been told, “Oh, don’t worry about it if your idea gets stolen. It’s actually a compliment. Just move on.”

And she was basically saying, “Is that a norm I should accept?” And I was like, “No, it’s not a norm we should accept, because it says that the genesis of an idea, that original source, that point of view, that creativity is not to be valued enough. And that’s actually on the organizational norm that we allow bad behavior to happen.”

And then we say, “Whatever happens, happens.” And I’m like, “No, no, no, it’s whatever we allow to happen, happens.” And so that’s a big shift in how we can think about accountability at work.

Pete Mockaitis
Yeah, certainly, whatever happens happens, I mean, that’s true only in so far as it’s completely outside your control and influence. But inside an organization, it’s like, “Well, hey, actually, you know, we’re the humans kind of who make the rules and the norms, and the incentives, and the carrots and the sticks associated with what sorts of behaviors we think are fine and not so much fine, as opposed to just victims of the economy or the climate, you know, that, are sort of beyond us.”

Nilofer Merchant
Or the culture.

Pete Mockaitis
Oh, sure.

Nilofer Merchant
And one of the things that people often think is that, “If a management norm has been here for a long time, it must be like working for a reason.” And I’m basically saying, “Listen, just because it exists does not mean it’s persuasive, right? It’s just persistent.”

Pete Mockaitis
Or helpful, useful, beneficial in any way, yeah.

Nilofer Merchant
Yeah, right. So we get a chance to examine that water that we swim in and go, “Hmm, is this helping or hurting?” And I think the book is really doing that sort of, “Is this helping or hurting?” examination. And then, more importantly, “What else could we do?” And holding open that space for, “What else could we imagine that we could create as a norm at work?”

Pete Mockaitis
Now, in that story, we had some concern about idea theft. What became of it?

Nilofer Merchant
Well, so she had actually been working on a plan with her team for six months, had conceived the plan, had gotten the plan funded, had done all the vendor management, in addition to their day job. So it’s not like they got relief.

And so they were really pushing for a brand new thing that they thought the team would benefit from. And somebody else came along and basically presented that idea to the CEO and CMO as if it was theirs, not so explicitly, but enough where it kind of gave that appearance.

And when this friend came to me and said, “What should I do?” I said, “Well, if your boss is unwilling to protect your team, then what’s going to happen is the idea might be executed, but it won’t link back to the original genesis, right?”

Like, all of us, when we come up with an idea, have a rootedness and a fullness of an idea that we want to see manifest. And so if they sort of take credit and we do the skimmed version of the idea, it will never actually be what it needs to be.

So that idea ended up becoming an ad for a Super Bowl. And then by the time they kind of came around to, “Oh, gosh, we need the next new idea,” my friend had already left because she wasn’t going to stay in an organization that didn’t respect her and her ideas.

And so the organization lost the ability to do the next big success because they lost the person who was that great idea generator. And so I always define success as not the ability to do one thing well, but the ability to do things well over time. Like, that’s what causes real growth.

And so they lost the ability to do things well over time. And my friend was disillusioned and disheartened, but she also knew that talent doesn’t beg. And she was able to go on and find another place that really respected her.

Pete Mockaitis
Yeah. And just to close the loop here, when it comes to idea theft, call me naive, idealistic, a softy. But so, my understanding of idea theft is just that folks want the credit and the status and the advancement and the associations of it, “There’s a clever, smart, creative professional right there.” And that’s why they do it.

But, I mean, in my world, I just think, “Wow, like, that’s so easy just to say, ‘Oh, yeah, Nilofer has been working on this and it’s brilliant. Why don’t we loop her in and see how far we can take this thing?” I mean, that takes like a sentence.

And I’m thinking like, if I witnessed that behavior, I think more of that person. I think more of the person who’s sharing credit and including other folks. I think that person’s more awesome than the person who I’m misled to believe has had the idea.

Nilofer Merchant
Yeah, it’s a difference between scarcity and abundance. Like, if I believe, “Hey, man, I’m talented and you’re talented, then I’m going to give credit to a whole bunch. I’m going to figure out how to get all of our talents on the table.”

But if I believe that the world is a scarce world, and only so many of us can get credit, and only so many of us can win, and I have to out compete you, then I’m going to nudge you aside from the table. I’m going to use all my elbows doing it, and in order to “win.”

And so it’s also the cultural norm that that CEO and CMO didn’t ask, “Hey, who all has been working on this? And tell me more about what the genesis of the story was?” and so on and so on. They could have just asked in a couple questions and been able to go, “Oh, let’s bring those people in,” so they could have also been the fix. So that’s where it becomes more than the people involved. It becomes, “What do we accept as valid behavior within an organization?”

Pete Mockaitis
Okay. Well, I’d love to dig into your chapter four, “If you don’t ask, you don’t get.” I think that there’s a lot of wisdom there. Can you unpack a little bit about what’s the norm you’re zeroing in on and what is to be done about it?

Nilofer Merchant
Yeah, so the norm in that chapter is the fact that a lot of people inside organizations have been taught that politics is icky. And it is that person elbowing at the table and getting credit and getting advancement because they play politics well.

And so one of the things I was doing there was saying, “Okay, politics is about the icky behavior of shoving other people aside in order to win, and it’s been labeled as icky,” none of us really want to be icky. And so we’ll go, “Oh, we’ll leave politics to those self-serving people, and we’ll do what’s right for the business.” So we kind of, like, distance ourselves from it.

And I’m actually arguing that we ought to think about the definition of politics a little here, and understand why we need to play. And I basically define politics as the way we decide what we’re going to do. And so if it’s about the way we decide what we’re going to do, then you’re really hurting yourself, your team, the work, if you’re not sitting in there advocating for what you need.

It’s the people who say, “Well, so-and-so is going to get credit anyway, and so-and-so is going to do it, then I will just pass.” And I’m like, “The minute you stop showing up for yourself, you’ve actually given up on yourself.” And so at least you owe it to yourself to be able to say, “Hey, this is what I think we need and this is what I think we want.”

And in this idea’s economy, original ideas come from that place, only one stance. And so we actually need to put ourselves back on the table and go, “Yeah, I owe it to myself and to the business to show up and advocate for what I want.” And it’s hard, right? It’s really hard to do.

Pete Mockaitis
Well, I really like that definition. Let’s hear it again. Politics is…?

Nilofer Merchant

The way we decide what it is we’re going to do.

Pete Mockaitis
And what I like a lot about that definition is it’s neutral as opposed to, “Aargh, politics are just the worst.” Or, maybe if you’re one those rare birds, like, “Ooh, I love politics. Let’s play the game,” you know? But it’s neutral. like, that’s what it is.

And then it also inspires you a bit, I’d say, to not accept as an explanation for something. “Oh, politics.” It’s like, “That goes without saying, it’s politics. That’s because, definitionally, according to this definition. So let’s specifically say, what does that mean?”

“Oh, well, the SVP of operation was concerned about this and how that impacted that. And so he said, ‘Let’s not do that this quarter.’” It’s like, “Oh, well, now that’s something we can get our arms around and deal with.”

Nilofer Merchant
Exactly. And so the more transparent we are with that, it could be, you know, we actually think marketing is a bigger feature set in our team success than product, right, because we’re a plus one product or something. Then all of a sudden you kind of know where you are.

And so when we start saying what the actual thing is, it gives everyone more context to go, “Oh, this is what’s going on.” And that’s what we really want to do. We want to engage so that we have transparency. One of the stories I told in the book was when I was working with a big company who was really good at doing trade-offs.

It’s REI. So in America, one of the best sports retailer kind of organizations, one of my favorite places to go hang out. And I was working with the team, and they started to say, “Well, we can’t do that because so-and-so won’t like it.” And I go, “Have you asked if so-and-so won’t like it or do you just think so-and-so won’t like it?”

And they were like, “Well, the team in Tennessee always gets what they want. We never get resource, so we think that’s a no-go.” And I go, “You know, it’s totally cool if that turns out to be a no-go. Like, I get it. But if you haven’t asked, then you haven’t gotten clarity on what really matters here.”

And I’m always like, “Deny me, turn me down. That’s your job. If you’re in a leadership role and you have to make those kinds of resource allocation decisions, that’s your job to figure out what to say yes to and no to. But you owe me an explanation so I can understand how that fits in with priorities so I can make better decisions myself.”

“But I owe myself the full proposal. Like, let me bake it, let me complete an idea, let me pitch it to you, let me tell you it in context with other things, all of that. I owe it to my own belief system to show up and advocate for it.” And then if I get shut down, I get shut down and we can go, “Gosh, it’s just not a priority.” But you owe it to yourself.

And I always think the times I’ve regretted in my own career not showing up to myself are like the times when I feel crappiest about my career. And I feel the same way about every team I’ve ever worked with when they say, “Oh, so-and-so won’t care.” I’m like, “Well, give them a chance. Give them a chance to care.”

And, first, you start that by you caring about your own ideas and your own principles. And then you get to advocate for that, show up with your best work, and then people can decide if that’s also our best work.

Pete Mockaitis
And I like your perspective there that we start learning something and we illuminate what’s going on in terms of the priorities or the people or the power structures that are behind things, as opposed to if we just say, “Oh, well, they wouldn’t like that.” You’re just quiet and just do nothing with it. Well, then you’re completely stuck.

Nilofer Merchant
Exactly. And it’s like The Wizard of Oz. You know, we all think there’s a man behind the curtain who is managing everything and making everything happen. And then we pull back the curtain and we realize no one’s really there.

If we can pull back the curtain and realize most of the reasons why decisions are being made the way they are is because no one’s made a better argument. No one has shown us what the trade-offs are. No one has shown us what the downstream effects are.

And so if we can go upstream in our own thinking and say, “Let me at least show up to it,” then we get transparency and visibility and understanding. We’ve shown up for our own agency and we’ve revealed that, quite often, we don’t know why we’re making the decisions we’re making. It’s just what we’ve done. And so we get a chance to help the business grow, right, and show up.

I guess that part I feel like we all stand a little taller when we can show up and be our fullest self. Because work is a place where the self can meet the world, it’s not just what we do for money. It is also the way we become who we are. And so this is a way to practice becoming who you are and showing what you care about, even if we’re scared.

Pete Mockaitis
Well, we also have to hear this Marie golf story.

Nilofer Merchant
So I was working at Apple in my 20s, and one day, one of the people that I worked with said, “Do you know, doesn’t it feel to you like the meetings are perfunctory, like the decision has already been made?” And I said, “You know, that’s funny, I was thinking that too. Like, every single thing I say, I feel like it’s just, you know, hitting a wall and kind of sliding down. And I keep thinking it’s me, like it’s a communication issue, I need to learn how to pitch this better or whatever.”

And she goes, “No, I have this other feeling that something else is going on.” And so we took that conversation to a couple other people down the hall, and everyone was like, “Yeah, actually, that’s it. That’s exactly what it feels like as the decisions are being made somewhere else.”

So we ended up thinking, “Well, how would we suss that out?” And a couple of us knew the admin. So we said, “Are they having a pre-meeting like the morning of or something that’s causing us to kind of go into meetings that are already decided?” And they said, “No, there’s no pre meeting, but they are playing golf the day before. They have an offsite every Thursday before the Friday meeting.”

So we said, “Oh, who’s invited?” Just like out of curiosity, right, like, “Oh, who’s coming?” And it was basically every decision-maker in the room was going to the golf game. And we thought, “You know, this is not Machiavellian. This is just opportunistic.”

They know there’s a bunch of decisions to be made. It’s on their minds. They’re probably just talking about it together to be like, “Hey, what do you know? And what do you know?” and blah, blah, blah. And they’re making some pre-decisions. So by the time they come into the room, they’re not probably listening very much.

So one of us decided that we weren’t game for that, but we didn’t know quite how to say anything or do anything without sort of it seeming like we were calling them out. We wanted to call them in. And we wanted to figure out how to participate in this conversation.

So one of the people, a really tall woman named Marie, Marie Schmidt, six-foot tall woman had played volleyball in college, like had played a bunch of sports. She’s really athletic. And that was the point of that story.

And she goes, “You know what? I’m going to learn to play golf. I’ve never learned, but I could do it.” And she went and took lessons. She played every single weekend. She got really good. I remember she even bought custom clubs so that it would suit her body type, which I thought, “Wow, that is a big investment.”

And then after her scores got good enough, she actually emailed the group and said, “Hey, I hear you guys play golf. I’ve actually come to recently love golf. And here’s my scores. And I wonder if I can join in on the team.” And, right away, the golf game went away.

Because what was being called out was, “Listen, you’re doing something that’s actually excluding a bunch of us. And maybe you meant to, maybe you didn’t.” But as soon as it became visible and got called in to that conversation, they ended the golf game. And they showed up to the meeting not predisposed to certain answers so that we could actually have the conversation in the room with all the people who needed to be in the room.

And that, to me, shows the power of showing up for yourself and just advocating for what you believe is right. Because it’s not like she made some overt like, “Oh, you guys suck,” kind of thing. She just did this beautiful, “Decisions need to be made in the room. Let’s make them in the room.” And have that changed to happen.

And I love that it also shows, like, you can play the long game quite literally and not do it as, you know, “Oh, tomorrow we got to fix this.” It can take a little bit to be like, “Hmm, how do I maneuver the chess pieces on the board so I can actually play the game really well?”

Pete Mockaitis
I like the story a lot for the similar reasons, in terms of that proactivity. Because, in some ways, it just feels natural emotional response to say, “Oh, that’s not fair. That’s dumb. I don’t like that.” And it takes quite a lot of effort, you know, to learn a new sport and get custom clubs and all the things. And then there could be an interior reaction of, “I shouldn’t have to do that and, therefore, I won’t,” and then it’s over and done.

But it’s also a choice of what we are free to engage, it’s like, “Well, you know what? If that’s where it’s happening and this is important to me, even though it’s pretty dumb and I shouldn’t have to, I’m going to go ahead and make the sacrifice and then see what unfolds.” And what might happen is you’re included, “Hey, great to have you.”

Or, what might happen is they say, “Oh, I guess, actually, this is not appropriate. That didn’t occur to me before you brought this up.” And either way, you’re making some advancement. Of course, it’s entirely possible they might just say, “No, you can’t play golf,” and they keep doing their thing.

And then, again, that is illuminating. You have additional information from which to decide, “Should I find another workplace? Should I challenge this in a fresh way?”

Nilofer Merchant
That’s right. It’s making progress. And making progress is how we actually, all of us, really can measure success. And one of the beautiful things about what you just, you know, we’re chatting about Pete, was that in that story, there are no villains and there are no victims.

And I love it when we move past this architecture of bad guy, good guy, right? Or the person who says, “Oh, I don’t want to go and, therefore, I’m the victim in this situation.” I’m like, “Well, we all have choice. We all have choice.”

And the question is, “Do we understand our choices? And can we create more choices for them, for us, for all of us?” And as soon as we’re working from a place of choice, we have an ability to actually influence a lot of things. And so it’s more how we hold the mindset, how we invite people into conversation. And then as we move on in our careers, we get a chance to go, “Okay, what are the cultural norms I want to help create?”

And so if we create a culture where we say, “Listen, we’re going to call people in when things aren’t working. We’re going to be able to say, ‘Dude, do you realize that you monologue a lot? And when you monologue a lot, it takes up all the oxygen in the room. And it’s probably not the kind of behavior you really want to do. And do you want to change?”

And that person could go, “Oh, yeah, I was kind of taught that behavior, right? And the only way I ever got things amongst my siblings was to just talk it out with them. And so I need to change my ways.” Like, that kind of conversation can now start to happen instead of saying, “You’re an asshat and I don’t even want to deal with you.”

Which, by the way, might be true. It’s like, “Okay, well you’re here. So now what do you want to do as an agent of change? And how do you show up ready to create that best work? How do you show up with that agency and that power?” Not because we give in to people, but because we say, “What else is possible here?” And it’s going to be a test of imagination for us to reinvent how work works.

The engagement data, whether it’s Gallup or other data, says that we have something like 80% of people at work disengage. It’s crazy. And that number, by the way, hasn’t changed. It just keeps getting worse. The latest statistic was that middle managers were the group that dropped out last, and so they’re just miserable.

So many of the statistic at work says work isn’t working for most of us, which is why people become entrepreneurs and they find other ways of manifesting themselves, because work just generally sucks. And I think it’s about like, “Okay, well, yes, it does suck.” And the question is, “What part of the solution are we?”

Pete Mockaitis
Yeah, that’s good. And talk about solutions, you’ve got some pro tips, some key steps, some key questions you recommend folks engage with as they’re navigating the political side of things.

Nilofer Merchant
Yeah, one of the things I really want to do with this book is not to say, “Hey, here’s what’s not working,” but how do we become, you know, in just the smallest way, more agentic in our power? And so in the power, that politics chapter, I talked about how do you show up and actually ask people, ‘What’s happening here?”

So if you have an idea about the decisions being made a certain way by certain people, you might want to kind of map that out and then go to other people that you work with and say, “Is this how we’re making the decision?”

And have people have that conversation with you and say, “Okay, I’m interested in influencing that decision. How might I do that?” And enrolling other people with you, because this is not meant to be a go-at-yourself kind of work.

Change at this magnitude of actually changing our norms is going to take at least two of us gathering together and saying, “ I’m not in it by myself,” right? Because it’s easy to think, “I’m the problem or you’re the problem.” And, actually, if it’s the norm, then what we want to do is have a couple of us kind of sit at the same side of the table and look at it and go, “Hmm, what is that? What is the situation?”

And then, as we kind of kibitz about that, we can go, “Oh, well, then what are different ways we might navigate that situation?” And we can start helping each other to do that. So I think, my goal is read it with someone else, a bud at work, and then figure out if something’s important to you, how do you team up together and start doing this work? And then you can problem-solve and get creative about that because, otherwise, you’re going to feel alone and not as powerful.

Pete Mockaitis
And you mentioned, you know, “Who is the problem versus what’s the problem?” You mentioned William Ury and the distinction between people and positions, it can be easy to just accept something when, in fact, that is a position that ought to be challenged. Can you speak to that?

Nilofer Merchant
So when I was in community college, I got an opportunity to also represent the entire student body of the community college, not just at my one school, but then for the entire state of California. So for all 106 community colleges at the time, so it was a million plus students.

We were lobbying for community colleges to actually change from being trade schools, which they were at the time, mostly teaching mechanics and nursing and that kind of work, to actually being the front load for your education.

And he got brought in to teach us how to do that negotiation. And one of the things he said is we often assume what people’s interests are, and we assume that they’re baked. So we assume we know what they are, and then we assume that they’re unmovable.

And if we can actually really figure out what’s underlying someone’s interests, then we can often find other ways to accomplish that. So we might say their interest is, oh, what’s a funny one? Their interest is to have lunch. And then we go, “Well, it’s dinnertime, so we really can’t solve that problem of lunch.”

But if we sit there and go, “Oh, the goal is to have food,” or, “The goal is to have nutrition,” or, “The goal is to feel satiated,” there are other ways to solve that problem just by changing what the goal is from lunch to satiation, or lunch to nutrition.

And that’s where I think we kind of get stuck. We get stuck with the initial definition of, “This guy says he wants lunch.” And so then we go, “Oh, well, we can’t give him lunch because it’s dinner time.” And I know I’m making up a funny example, but that holds true for even the most complex situations.

And we can go, “Oh, what actually is he trying to solve for? What is it that we can then create together?” And we’ve just got to figure out how to show up and assume that most people don’t really know what they want. They only know what they can have right now. And so they state the thing they think they can have, like they think it’s lunchtime kind of thing.

And if you can go, “Let me learn more. Let me explore,“ then everyone’s in a learning mode, you know, using Carol Dweck’s beautiful framework of growth mindset, then we’re just going to learn together. And then as we learn together, we can actually find multiple ways to solve any problem.

And if we kind of assume that abundance mindset, the growth mindset, and kind of show up with sort of really deep curiosity, we can usually figure out that the presenting problem is not the actual problem. And no one is a villain and no one’s a victim, and so then we start getting creative together.

Pete Mockaitis
I’ve taught my children, when someone says no, a great thing to say next is, “What are your concerns?” And it is so hilarious to see my sweet little seven-year-old girl, Mary, when she’s told no, and she’ll say, “What are your concerns?”

And it does, it gets right to the heart of that, in terms of we might assume that we’re getting a no because, I don’t know, they don’t like us or they’re obsessed with power and money and prestige or whatever. We just have any number of assumptions about what they’re after.

And then the no is really just like, “Oh, I’m not scheduled to have a meeting with that person for another three weeks.” It’s like, “Oh, okay. Well, how about we talk then?” It’s like, “Oh, that was way easier than I expected.” And your example about lunch, nutrition, it can be quite surprising what you learn in terms of, “Oh, they don’t even want food of any sort. They just wanted a break and some socializing.” “Well, we can do that. Let’s, yeah.”

Nilofer Merchant
Exactly. I love this. I love your example of your daughter because you can imagine her asking for ice cream after dinner, “What are your concerns?” “Well, I’m concerned you’ll get too much sugar before bed.” And I can imagine her turning to you saying, “Well, then after school tomorrow, right?” Like, she can negotiate really well. You’re teaching this kid to become a monster in the best possible way.

Because you can then go, “Oh, well, we can get that. We can solve your concerns and get what it is I want at the table.” And that’s exactly right. It’s that, “What are your concerns?” and what else is possible.

Pete Mockaitis
Yeah, certainly. Well, tell me, Nilofer, any other key things you want to make sure to share before we hear about some of your favorite things?

Nilofer Merchant
Well, I hope we’ve communicated that it’s not you or them. It’s us. I hope we’ve communicated that management norms aren’t so much persuasive as they are persistent. I hope that we’ve communicated that politics is simply the way we decide what we’re going to decide. And I hope people understand that it’s a way for them to join together and figure out how to fix work.

Like, none of us are happy, really, very few. And even the bosses aren’t happy and I get a chance to talk to a lot of really top leaders, and I can categorically say people are miserable. And so this is, hopefully, a hopeful book and a hopeful set of ideas about how do we pay attention to the intangibles around us and make work better.

Pete Mockaitis
All right. Well, now could you share with us a favorite quote, something you find inspiring?

Nilofer Merchant
You know, there’s a beautiful quote somebody just reminded me of Nelson Mandela said, “Don’t measure me by my successes. Measure me by how many times I got up off the floor.”

Pete Mockaitis
Yeah. And a favorite study or experiment or bit of research?

Nilofer Merchant
I love the one where a team, basically a group of people are asked to watch how often the ball is passed. And between, I think, it’s like some of the teams wearing black shirts and some of the teams wearing white shirts, and they’re asked to count the number of times the ball is passed between the team and who had the ball most in terms of like which shirt.

And a big hairy gorilla, like actually a person in a gorilla outfit walks through the scene. And then after the experiment is over, people are asked how many people notice the gorilla. And something like 50% of the people don’t notice the gorilla at all. And it’s huge. You can’t miss it.

But there’s something about how, when our attention is directed one way, we can get kind of lock scoped and not see the full range, the full aperture of what’s going on in the room. And it reminds me that if we can actually stop being so obsessed about the specific and start just really opening up our own apertures, we can see more of what’s going on and, more importantly, navigate that more of what’s going on.

Pete Mockaitis
And a favorite book?

Nilofer Merchant
I’m going to choose Mary Oliver’s Devotions, which is a beautiful book of poetry collected over her lifetime. So it was published towards the end of her life, so it’s really a beautiful body. And I find it one of those books that you can open up and have it speak to your day about how to be more present to yourself and to the world.

Pete Mockaitis
And a favorite tool?

Nilofer Merchant
I’m pretty much loving all the tools right now that let you do coding online and just, like, create websites and stuff. I’m playing with quite a few of them, so I can’t say I love one particular one, but I love that I can now go back to coding using natural language and having it actually translate that to all the code because it gets you back to that place of being a creator again.

Pete Mockaitis
And, well, just a quick follow-up. In terms of the quick creation of a website with natural language, just like the chatbots, Claude, Gemini, ChatGPT, or is there something special that seems kind of cool there?

Nilofer Merchant
Oh, there’s like 12 of them so far that I’ve tried so I can’t even tell you all their names.

Pete Mockaitis
Twelve.

Nilofer Merchant
But one of the things that you can now do is, like, go from, “I want to build a data tool set that tells me the answer to X.” And within, like, really short window of time, it can pull all this data that, literally, would have taken three researchers a couple of weeks to do, and organize it in a way that it would break Excel. And I think that gives us the opportunity to sort of prototype ideas.

We can always work with a bigger team later and kind of get it better, but to go, “Oh, what if I could do this? What if the business team could do X or Y?” And just play around with it to go, “This is what an early idea could be.” Because sometimes if we show up with an idea that doesn’t have proof of concept, it’s hard to imagine.

But if you can show up with a nascent idea that also is associated with a thing, then people can go, “Oh, I can see how that would work,” and it would just help that imagination process go forward.

Pete Mockaitis
And a favorite habit?

Nilofer Merchant
I think that habit that Duhigg said, which is “Choose the one thing you’re going to do the next day before you go to bed,” because if you can do that, your brain can actually start solving that problem as you sleep. And then you wake up just ready and charged up to go. So I love that habit.

Pete Mockaitis
And is there a key nugget you share that seems to really connect and resonate with folks, they quote back to you often?

Nilofer Merchant
The one quote that people always say back to me is they say, “Any good work is not created, it’s co-created.” And I wrote that in my very first book, which was called The New How, and it was about collaborative leadership. And I am so surprised at how many people have turned that into T-shirts and pins and just different ways of communicating all work isn’t created, it’s co-created.

Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?

Nilofer Merchant
Website is NiloferMerchant.com.

Pete Mockaitis
And do you have any final challenge or call to action for folks looking to be awesome at their jobs?

Nilofer Merchant
Showing up over and over again to yourself. It’s not about proving to other people how good you are or how worthy you are. It’s showing up to yourself and making progress against your own goals that helps you actually become the person you’re meant to be.

Pete Mockaitis
All right. Nilofer, thank you.

Nilofer Merchant
Thank you for having me, Pete.

1115: How to Earn and Keep Your Next Promotion with Mark Thompson

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Mark Thompson reveals the principles of readiness that he’s used to help aspiring CEOs get the top job.

You’ll Learn

  1. The one behavior that makes you more CEO-like
  2. Why to take on your boss’ problems
  3. The question that dramatically improves your appeal

About Mark

Mark Thompson is a globally recognized authority on CEO succession, executive readiness, and high-stakes leadership transitions. He has led more than a hundred board-level engagements to prepare C-suite successors to step confidently into enterprise leadership. He is the founding chairman and CEO of the Chief Executive Alliance and the CEO Leadership Plan Review (LPR). Previously, he served as chief executive of the CEO Academy, a SHRM company, in partnership with Wharton and McKinsey.

Earlier in his career, Thompson reported directly to founder Charles “Chuck” Schwab, serving as executive producer of Schwab.com, the first large-scale digital platform for online investing. In 2021, he was ranked by Marshall Goldsmith as the #1 CEO Coach, and in 2023 he was inducted into the Thinkers50 Coaching Legends.

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Mark Thompson Transcript

Pete Mockaitis
Mark, welcome!

Mark Thompson
Hey, great to be here. I love your work.

Pete Mockaitis
Thank you. Well, I love your work. I’m excited to talk about becoming CEO Ready, or just advancement ready, in general. But first I got to hear, you are the guy who calls Marshall Goldsmith regularly, asking him key questions. Tell us about this.

Mark Thompson
I mean, there’s nothing more powerful than to be held accountable about something that is your goal, and yet we don’t follow our own goals. So, we will set up a prompt that will be about, in his case and mine, “Did you do your exercise today? Did you tell your spouse that you love her? Do you make sure that you’re reaching out to your kids? Have you made progress writing the book?” “Oops!” Well, you can only lie about that for so long to a good friend.

So, there’s nothing better than to have kind of that loving critic in your life who is sharing with you the time, the kind of the precious gift of saying, “Hey, I’m going to support you. These are your goals, though, dude, because you need to show up for them.” And so, that’s what we do. We’ve done that for many, many, many years. And people will ask us, “Well, aren’t you guys supposed to be like master coaches?” And it’s like, “Well, it’s called a practice, whether you’re a musician or anything else.”

And so, what is so interesting is how you drift, and we all have that. That’s something we all have in common. So, think about that like personal board of directors or a set of people that you might think about setting up a series of goals that you’ve had for a while, and see if they can help you keep yourself accountable.

Pete Mockaitis
Well, yes, that’s exactly what I asked Marshall. It’s like, so you’re like the Mr. Top Dog coach here and you’re saying you have a person call you every day to say, “Did I do my best to…etc.?” And I thought that was pretty inspiring in terms of we humans can all benefit from some of that.

Mark Thompson
Also I love his framing because it’s not, “Did you accomplish the task of being happy? Did you make sure that all of these things were necessarily done?” It’s really more that life is about making progress, isn’t it, towards your goals? And so, the idea there is “Did I do my best towards this particular objective? And am I making progress?”

I mean, that’s what makes a life worth living, is when you kind of feel like you’re making progress, not that you always have to have the brass ring every day. So, his inspiration really was something that, actually, very few people do, but it’s surprisingly powerful when you know you’re going to get that call.

Pete Mockaitis
Well, it is. Well, right now, I got a buddy who’s trying to lose some weight, and I said, “Hey, I want to try something out here. Maybe this will become a service I offer or build an empire to offer.”

Mark Thompson
Indeed.

Pete Mockaitis
It’s, “Send me a screenshot of your calorie-tracking app every evening when you’re done eating for the day.”

Mark Thompson
Darn.

Pete Mockaitis
Yeah, sure enough, it’s like…

Mark Thompson
Busted!

Pete Mockaitis
Yeah, he knows it’s coming. And so, you know, most days there’s a pretty solid caloric deficit. And so, that’s brick by brick, that’s how you build the thing.

Mark Thompson
It is. And, you know, it’s not about being perfect. It’s about making progress. So, I really admire the idea that, if you can be coachable enough to just take feedback, not on the other person’s goals, but on yours, that’s the thing that’s amazing about it. Marshall and I, for about 700 hours during the pandemic, we had these small groups that got together, and they were at all levels, all incredibly interesting people, highly accomplished actors, celebrities, CEOs, people from all walks of life.

Well, you know, it doesn’t matter whether you’re the most entry-level executive, or you’re a person working in a call center, or a teller at a desk, it is common to all of us to aspire for things that we’d love to accomplish in our lives. And yet, without that accountability partner, we don’t actually make that kind of progress or set aside the steps or time for it.

So, I couldn’t be more excited about the fact that we’re talking about this today because that’s probably the single most effective thing we could do to be even showing up awesomely in our job, is to, let’s say, just for a moment, let’s do a little check in. We’ll do a feed forward, “What could I be doing to make your life easier, boss?”

She or he is being judged by their bosses. It’s hard to feel empathetic about that, but they also have the same nerve-wracking transitions and reviews and feedback that they’re getting. So, hey, could we go and actually ask, “How could I make your life better today? How could I make it easier? How could I do a better job of showing up for you?”

Also, with your peers, this is a way to be kind of, in a sense, CEO-like. When I’m coaching CEOs to be ready for the job, they’re highly accomplished people. They’ve been doing a lot of successful impact in their companies or in the industry. But what’s going to really separate them apart is whether you’re willing to really help the organization move ahead, whether it’s your boss, your board, or an entire community organization.

So, this idea of actually doing the check-ins, people are astonished. They’re astonished when you’re asking them, “How can I do a better job of showing up for you?” That alone gives you disproportionate and outsized points with people, “I never thought Mark would, really? He’s not going to improve at that.” Like, “Well, how could I be a better listener, honey?” “Wait, what? You’re asking me?”

And so, I’d say that that ends up being, it’s disarming as well as empowering. And the good news is you don’t actually have to do all of that stuff. You can prioritize, right? Asking is really worth it.

Pete Mockaitis
Yeah, certainly. And I am a big believer that I have been asked before and I have been the asker, and it’s magic, it’s like, “Oh, well, thank you so much. Well, let’s see.” And it’s very beautiful.

Mark Thompson
It is.

Pete Mockaitis
So, let’s talk about your book, CEO Ready. You’ve coached a bunch of folks and you put together this book. Can you tell us any particularly surprising or counterintuitive discoveries you’ve made about us humans and becoming ready to take on the CEO job or just a bigger job?

Mark Thompson
Yes, I think that latter question is really what makes this the most profound surprise for me is because it ends up being relatable at all levels. Whenever you’re trying to, maybe, acquire the next level of responsibility, or step into the next role, or even be noticed and attractive for that next role, it’s important to do exactly what I’ve learned the titans of the world do when they’re being considered for the biggest job of their lives, running the biggest companies in the world. The very same attribute.

And it’s interesting, they often have a harder time than the most of the rest of us might because of the level of success that they’ve had, and that maybe overconfidence that they have in thinking that they’ve arrived at becoming a CEO as a destination. Your next promotion isn’t a reward for all you’ve done. It’s an opportunity to learn how you can now contribute at a higher level of skill.

In other words, the biggest surprise I learned is, no matter how far you’ve come, there’s always a little bit more to learn. And if you’re willing to ask, and if you’re willing to invest the extra time, effort, and humility to get better, that’s what you need to be promotable, to be attractive in that next job. That humility is attractive and disarming, very much like getting feedback.

And here’s the twist on it. It’s not that you’re humble because you’re afraid. It’s not that you’re humble because you don’t want to get out of bed because it’s too risky. That’s not the kind of humility related to fear. The humility has to do with being curious about what will it take to be successful at this next gig.

Pete Mockaitis
That’s right. Yes. And I see that connection between the humility and the curiosity is because, implied with the, “What will it take?” is the underlying assumption that, “What I’ve already been doing is not exactly perfect.”

Mark Thompson

Yeah, “I’d hate to think about it that way, so I don’t.” And if you do, the interesting thing is you get huge points for that. It’s one of the things that really differentiates people. Corie Barry, when she was being approached to think about being the CEO candidate, walking in the legendary footsteps of her predecessor who had rescued Best Buy as a Big-Box store, when he approached her, she sent him a seven-page expose, saying, “On the first page here, this is how I could really get the idea that I should be CEO, but I needed to work on these other six pages.”

And instantly almost, the board and he said, “You’re our gal.” The typical response for most folks is to either celebrate with arrogance, or celebrate with maybe denial that we have stuff to work on. And that we’re not quite ready. That’s the reason I really frame this as, “Are we ready for this?” It’s a matter of always preparing and practicing, and then having that sense of inquiry that allows you to understand what’s going to be needed next in that job.

I think a lot of people think that, as they go through their career, it kind of adds up to the next job. And now what you need to also is be kind of reaching and thinking about what is it going to take to be successful and to contribute success for your organization in that next role. I think that’s the difference, “Is it owed to me? Do you deserve it?” Probably.

“Are you ready?” No, because you don’t really know what’s going to be needed. It’s not that the boss who leaves even needs a mini me. They probably need something mini better. And that would be what, really, we found is kind of it’s both an enabler and it’s almost a secret career killer. It’s a blind spot to say that we were kind of avoiding it, being able to be talking about, “What do I need to learn for this next job?” It’s actually something that’s admired usually by leadership.

Pete Mockaitis
Well, I love that a lot. We had the CEO of Korn Ferry on the show, Gary Burnison, and he talked about that very same concept. I think he might have called it, was it leadership agility or learning agility? One of the top competencies associated with successful executives is just this, like, “Huh, what do I need to know and how do I learn it?” And by being not a know-it-all, but a learn-it-all, you serve yourself very well for advancement.

Mark Thompson
Right on. I’d say that ends up being something that differentiates you from the crowd. And then also this idea that we’ve been talking about here, which has to do with being interested in making your boss successful, “What are really the attributes that has made that individual able to get through their reviews? And how are they being rated? And what’s their span of control?”

Because then, you can also do something that you’ve been hired to be in your swim lane, but to be really interesting for the next role, you need to think about all the swim lanes that would be under the responsibility of the job that you would get if you were promoted.

And so, to think more expansively and empathically about what it will take to be successful in that next job, in addition to your current one, is something that aligns you, really, as being an easier pick. They’d rather have an internal person who’s got that context and then has had the extra temerity to put in the effort, run some other drills so that they’re ready for that next job.

It’s usually something that we think is a privilege or a prize, and it’s really more matter of actually earning it again, which is why our subtitle is how to earn and keep it, is because what’s needed usually for the next person in the job that you might get promoted into is probably not everything that that person currently is doing. It’s something else, something more, something different.

Pete Mockaitis
Well, and keep it is striking. I believe that there is some spooky data associated with, I don’t know if you want to call it a bounce rate, but people rise to CEO and then they exit kind of fast. Can you unpack this?

Mark Thompson
Boom. It’s been happening at a higher rate than ever before in history. The other thing that really led Harvard Business Review to approach Byron and I. Byron’s at NASDAQ, and he coaches boards and helps them. And I’m the guy who’s known to coach CEOs. And we’ve been seeing a turnover rate like never before.

And, in fact, if you see some of the research that they’ve done and others, the boards that pick a new CEO are often, half of them, are disappointed within 18 months. Not that they’re fired yet. And the level of activism, which are these kinds of shareholders who make a complaint that, “We’re not doing well enough as a public company,” will often, well, I’ll put it this way.

Five years ago, if you had a knock at the door from an activist investor, there was maybe a one in 20 chance that you’d lose your job as CEO. Today, it’s maybe 20% of the time. And if you’re at a big brand, it’s 40% of the time you’re out. So, it’s almost too late because they haven’t been expressing the alignment with all of their stakeholders, which is what we can all do at any level in our career.

This is what’s so portable about the principles of readiness that, think about all the people who have a say in choosing you for that next role, and think about all the people who have to be impressed or have to ratify the approval of you making an advancement, and see what you can learn about each of those responsibilities, each of those stakeholders.

For a CEO, it ends up being, “I need to learn about those shareholders and those pesky analysts and activists, and my board, if there’s a board of directors. I need, of course, to be better aligned with my CEO in whatever dramas she is going through or he’s going through. I need to know what the HR department’s doing, and I need to be able to think about my peers across the C-suite.”

In other words, if I’m in the job of CFO, I need to be thinking about my head of marketing and all the other people, the head of legal, the head of operations. They’re going to have to weigh in a little bit on voting me into office because I’m going to go from peer to chief if I’m lucky. And if I’m just a competitor. So, think about how, you know, often when at any level in the business, when it may be your first time manager, you are kind of, in a sense, in competition and collaboration with all of your other managers around you, your peers.

And if you’re to be picked out of the group, you can’t just be the one fighting for your own department. You have to be one who’s also seen as saying, “You know, Pete’s work is amazing, and I’m going to enable Pete’s work. I’m the better option. But I’ve got to prove that. And I’ve got to prove it to Pete, because maybe he’s not going to decide whether I get the job.” But it can often kill the prospects if you’re known as the person who’s just about me.

And so, thinking about your ascent when they’re banking the selection process is important, “How does this guy, Mark or Pete, show up compared to the others in terms of being able to play with others?”

Pete Mockaitis
Very well. Very good. Well, so I like your story about Best Buy a lot. Could you dive into another story that illustrates some of the principles and the best practices and the top things you recommend for folks, as someone who was maybe not so ready, but they dug in, they did some key things and away they went?

Mark Thompson
Well, you know, one of the people that I admire so much in technology is Cristiano Amon, who is the CEO of Qualcomm, one of the biggest chip companies in the world, known for patents, technical excellence, was running the biggest division of Qualcomm. What was so impressive about him when I did the 360, which is this idea that I’m suggesting that all of us who are listening to this program do, get some inputs from people all around you and see what you can do better.

And it’s interesting. He was actually the most insightful in self-reflection. He says that the job of trying to advance to the next level of responsibility is a job which means that you’re constantly, once you’re in your comfort zone, you’re now pushing yourself beyond it. I mean, once you feel like, “Well, we’ve got this stable. We’ve got this. Now we’re saying, okay, let’s take on more. Well, how exactly would we do that?”

And he had a wonderful way of expressing it. He said, “If you aren’t also trying to test to your edge of incompetence, I’m not sure you deserve to be here a year from now.” You need to stretch and say, “Okay, this is where I am today. I’m a mediocre trumpet player, but I just get my jollies every time I’m sent a sheet music that says intermediate from beginner. I’ve graduated. Everybody wants to be able to do that. What’s it going to take to push yourself just a little further than you’re comfortable?’”

Once again, I think we often can look at our careers as thinking we’ve done a lot of work, we’ve done it well, and we do deserve the advancement, that’s for sure. And yet this next job is going to be involving maybe getting out of your comfort zone in addition to being curious and then doing some skill building.

Pete Mockaitis
Yes. Okay. I like that a lot. Well, then can we walk through some key steps? So, we’ve got a mindset associated with humility and being of service and trying to help those who are higher-up succeed. And then if we’ve got that in place, what are some of the other top things you recommend we do?

Mark Thompson
Well, I’d say that one of the things that would be helpful is to think about yourself as a utility infielder. In sports, you know, that’s the person they throw onto the baseball field who can play more than one position.

So, if there are other types of opportunities, projects, collaborations with teams in other parts of the organization, in other words, kind of branch out across and see if there isn’t a way for you to get support from your boss to be able to help her or him with their reputation and the position of the department by supporting your division or having involvement in a new strategic initiative. So, you don’t have unlimited energy. You obviously don’t have unlimited time.

But to show the interest, I’d say that your punch list should be for this next year as we look at this wonderful year ahead, if there’s any resolution you had, it would be, “What else could I be doing in this current organization that would allow me to expand my experiences, my impact, my reputation? And what would those be?”

And what that does is it allows you also to test, “What do I really am interested in?” You’re going to try some things, “Oh, well, I don’t need to do that again.” Others, you might find as even another step in your career path. So, to be very intentional about setting your goals for the coming year to be one where you’re thinking about growing and getting noticed by expanding what you volunteer to do throughout the organization.

Pete Mockaitis
And so, there’s many directions, as you mentioned, that we might choose to take on and grow in. Do you have a top listing of the key things to demonstrate, or your book cover has a checkbox with a check mark in it, like the key boxes that we want to check and show others that we’ve checked?

Mark Thompson
Absolutely. So, number one is this idea that you’re thinking about the success of your boss, which we noted a moment ago. What is it that will make them successful in the year ahead? What is it that you could be contributed to that would allow them to be able to build their reputation? So that’s step number one.

Step number two is to really start to map some scenarios so that you can reach out across the department or other organizations so that you can get more experiences within that organization. Step three is to think about what kind of skill-building that might involve. Maybe you need to take an extra class. Maybe you’re going to learn something more about AI. Maybe there’s an opportunity for you to double down on a skill that you want to complete, which requires some fluency in something that you need to accomplish.

The next step is then to think about the stakeholders who are going to be making the decision, “How can I spend time with the people that I know who they’re going to ask about whether I should be advanced or not?” And start to find reasons to hit them in the cafeteria or go to lunch or spend some time with all those who have an impact on the decision that’s going to be made, those stakeholders that are so essential?

And then make sure that you are part of a regular feedback process in your organization. What I found, and you’ll see in the book, is that there’s at least two dozen types of psychological and personality assessments that people can take that are often brought in by the HR department to try to see, “Do you really have the temperament and the background that we need for the next job?”

This is definitely the case at the C-suite and the CEO level. There’s probably more tests out there than ever. And so, what I like to do is give people a sense of patience in undergoing that kind of activity of taking an assessment or getting some feedback. But it can be a gift because you can learn so much about yourself by using these tools.

You just have to calibrate for the fact that, when you do get feedback, especially from assessments, that it’s not necessarily an attempt to find the truth about you. It’s an attempt for you to become more self-aware of what perceptions you might generate in other people’s thinking about you.

Pete Mockaitis
Yeah. Well said. Well said.

Mark Thompson
In other words, it’s not the truth, right? I mean, when it comes to psychology, there’s never an absolute 100% correlation coefficient. It’s really more a matter of, “So, if I’m leaving the impression that’s like this, why are people having that perception?” If you can open your heart and mind to that, and it’s not easy, that makes you really incredibly accelerate your progress quickly.

Pete Mockaitis
Well, I like that a lot because many times the way these tools, these assessment reports’ outputs are phrased, it’s like, “Oh, on this dimension, on this construct, on this competency, you are at a 2.3.” It was like, “Oh, no, that’s a low number. I am bad at this.” Just to remember, “Ah, the assessment is not actually capable of telling me that I’m bad at this. It’s only capable of telling me the people’s perception of me on this.”

Mark Thompson
Thank you. Yes, exactly. Right. And I think that’s the interesting thing about integrating that feedback into your life, because you might feel that that’s a statement of the facts and that might hurt, the way you’re describing it. It’s interesting how perceptions are actually harder to change on the part of others than the facts are.

You can actually demonstrably become a better listener in meetings six, seven, eight times, and on the ninth time, blurt, interrupt, get short, and then they’ll say, “Yeah, no, Mark never listens.” And part of that is on you and parts on them because part of it is that it can be a little more convenient to stereotype each other, “And he just, Mark just talks and nobody listens. That’s just how he is.”

And then, “I don’t have to really, if Mark’s my boss, then I may not have to really invest in trying to find my voice and finding a way to speak to power and scroll up the courage to talk to that person.” So, it kind of lets them off the hook, because I’m just not a nice guy. The perceptions, too, also kind of stick for the reason that we don’t practice them with enough rigor and enough regularity.

That’s why readiness is really about a practice. I mean, you know, if you’re a musician or you play a sport or there’s some skill that you’ve developed, you’ve probably noticed that you get better when you practice it. And for me, particularly, if I don’t, I atrophy really fast. So, I think that ends up being the opportunity that most people are facing. If you want to be ready for the next gig, then practice and see how you might be able to show up differently.

Pete Mockaitis
Yeah. I’m curious, when you talk about this issue of perception, it’s tricky. We, human beings, we think what we think, we perceive what we perceive, we form opinions and judgments of others, and sometimes they’re accurate and sometimes they’re not. But, nonetheless, individuals’ perceptions will influence or decide whether or not we do advance. So, do you have any pro tips on just common mistakes that make other people think less of us that we should be on the lookout for to avoid?

Mark Thompson
Absolutely. And the context ends up being in the book, with respect to this notion of what you’re describing for really reaching out across, because if you’re going to be a chief executive, you’re going to lead a whole organization. The biggest blind spot ends up being saying that, “Because I was great at what I was doing in this part of the company, and I assume that I understand all the other executive functions in the company.”

And so, to be able to slow down and consider what is really the context in which people are expressing their value set or their needs based on, as I mentioned earlier, they might be the general counsel, they might be a lawyer, they’re going to talk a little differently than a chief marketing officer. They’re going to show up in a way that frames what they care the most about.

In the case of the lawyer, it’s probably, “Well, we need to be in compliance, and we need to make sure that people are safe, and that we don’t get ahead of ourselves.” And the marketing person was saying, “Yeah, but we need to reach everybody, and we need to be able to have impact, and we need to be able to light up people’s emotions,” and you’re both right.

And so, to the extent that you can start to be willing to learn a little bit of the language, and I talk about kind of conversational, you don’t have to be totally fluent in the language of all the other stakeholders. But I think what happens is that people will very much appreciate your interest in them. People appreciate when you ask about their functional area, when you are, we talked about curiosity earlier.

If you really show that, you get a lot of points in terms of their perceptions of your openness, your intelligence, and your appeal because you’ve talked about them, and you’ve talked about what they care about, and you’ve been able to explore in a deeper way what lights them up.

I wrote a prior book called Admired, which I have here, which is entirely about this, where we looked at the most admired people in companies. And what we found is that we all expect to be valued, respected, and admired for what we contribute. And we want to be valued, admired, and respected even for our intentions, not even what we’ve accomplished, but because we have good intentions.

And then we asked people, we did a national survey on this, then we asked people, “Well, how well have you come to understand what the people who you are relying on for that feedback, what they value, and what they’re interested in? I mean, do you know how they want to be valued and admired and respected?”

And the process of actually finding out what that is for your boss, for your peers, for the people who have impact on your boss, is an incredibly engaging and exciting prospect for…People love talking about themselves. They love talking about their journey and then, all of a sudden, they cut you slack when you share your point of view.

There’s very little of that. There’s not enough today, I think, in society of that kind of conversation of trying to understand. Steve Covey, who wrote, The 7 Habits of Most Effective People, and is famous for all of that, he used to always talk about, “Seek to understand before seeking to be understood.” And that would be game changer.

That would change the stakes, you know, “Once I’ve demonstrated that I’ve heard you and that I understand you.” I think people are reluctant to do that because I may have to, it sometimes implies that I agree with you by saying that I understand what you’re saying. And it’s not the case. And what I’m saying is, “I respect and admire and value what you’re saying. I’ll decide later whether I agree. But I’m not giving anything up.”

I think people think it’s zero sum that way. It’s either my way or your way. And I think if you consider, why it is people are thinking the way they are, why your boss is triggered by something, it’s probably because she or he is being judged by their bosses for something that you could help with that would get you promoted.

Pete Mockaitis
Right. And when you’re having these conversations to try to gain this understanding, are there any of your favorite go-to questions you love here?

Mark Thompson
One of the things that’s probably the most surprising is, “Who do they admire?” It’s interesting, when I asked you that question and I asked you to kind of form a picture in your head or your listeners right now, think about somebody that you really, truly value, admire, and respect, who you know, not just someone from history, but someone who touched your heart that you feel that way about.

And what’s nice about that is you can know a person really well and ask them, “I could ask Pete who I don’t know at all, ‘Who do you admire?’” Neither way would it be creepy. But it is actually rather intimate because people give you a very deep answer. They’ll talk about that mom who had endless patience, who supported the family and exhibited the kind of grit and effort to support to make this family successful.

And then you’ll ask them, “So, what is it about her that you’d like to be?” They’re almost always anyone you describe that you admire is someone who’s exhibiting attributes that you aspire for. And, all of a sudden, you ask this of a board member or your boss or someone that you can’t maybe say, “Could we sit down and have a deeper conversation about what drives you?” It’s like, “No, you’re not going to get that option.”

But if you ask who they admire, and really lean into it, people love talking about that person. And if you’re listening deeply, you’re going to find out that, “Wow, my boss really, okay, she really admires grit. She really admires the hours that I put in, maybe kind of even more than something else that I thought she needed.”

So, the people we admire is a metaphor for the goals and aspirations of the person you’re asking, which is something that we learned from our prior research. And it’s certainly true for great CEOs who go from having one boss, a supervisor, to 12 bosses, the board. And so, they have to do that with everyone, “Who do you admire? What’s driving you? What are you looking for in my job?” And those are the ones that get the job and keep it.

Pete Mockaitis
Well, thank you. Okay. Well, now could you share a favorite quote, something you find inspiring?

Mark Thompson
“You’ve got to be the change that you wish to see.” Often, that’s attributed to Gandhi. I don’t think that’s actually a precise quote from him. But to role-model what we’re seeking or hoping is a very hard and high standard to hold yourself to. And yet that’s what really is the most convincing.

If you’re going to be in a position, in a role right now, where you’re asking people to do things, well, how are we showing up that represents that so that ends up being a reinforcement, not hypocrisy? So, that’s one, I think, that’s very powerful in leadership.

Pete Mockaitis
And can you share a favorite study or experiment or bit of research?

Mark Thompson
Yes, we did a study on one of the most surprising attributes of who you can stand to work with. And many situations in which people work, collaboration is really, really hard. And one of the studies that was conducted by Bonita Thompson, actually at Vanderbilt, who owns the construct in collaboration, found out that you can actually work with someone you don’t like, but you can’t work for somebody you don’t trust, and there’s miles difference between the two.

Because there’s plenty of times where we’re working with people that we don’t exactly feel great about being with. You can’t always like everyone all the time. But if you feel like you’re in a situation where there isn’t that bridge of trust, that there isn’t kind of at least a mutually held trust that we’re both sharing the same goal, that’s an absolute game changer in terms of demotivating folks to work together.

I think a lot of folks find that surprising. It’s like, “Really? You can work for somebody that you don’t like?” I think that’s really important to understand, because the circumstances of work today are certainly stressful enough that that can often be the case.

Pete Mockaitis
Yeah. And a favorite book?

Mark Thompson
My favorite book was Contact, actually.

Pete Mockaitis
Oh, about the aliens?

Mark Thompson
Yes.

Pete Mockaitis
That’s fun. So, I was like, “So, is that about networking or building relationships?” “Oh, no, that’s the alien movie.”

Mark Thompson
I knew you wouldn’t see that coming. I thought it would be obvious or not be obvious. What’s interesting about that one is, actually, there actually is a way to segue anything back to the dialogue of leadership, right?

Because we talk about wanting innovation, we talk about wanting to have out-of-the-box thinking, and I think often the reason most organizations and most of us actually have a hard time innovating is because it feels a little bit like you’re talking about little green men or something that is not relevant, and so we instantly reject it.

And we don’t see what, you know, if we dig a little deeper, while we’re hoping for creative change, we’re hoping for innovation, sometimes, you know, once we hear it, we reject it so soundly that we never do advance. And I see a lot of organizations lose their way because they don’t take a little bit more of a Star Trek approach to saying, “Okay, it’s not here in the known universe or in physics, but if we really want to innovate, if we really want to be creative with something, we start there.”

My most actionable fun book on this topic, it was Creativity, Inc., where the folks at Pixar talked about making billion-dollar bets on movies. I mean, that’s the riskiest thing. And they always started there. They always said, “Okay, we’re going to hold our brainstorming sessions in three rooms. And the first room is going to be the one where “no holds barred” on the creativity.” So as crazy as it could be.

There’s nobody shooting anything down there, and they capture all that. It’s not until the next session in the next room that they start to curate, “Okay, so how do these ideas fit with what we’re good at doing and what we have the talent here to do, and that we think that we could accomplish in the time that we have?” And then you start to winnow it down to those framings.

And it’s not till a third meeting where you’re saying, “We’re not doing that. We’re not doing that.
We’re not doing that. We’re just doing this. We’re just doing this,” and they start to winnow it down. I think we close too early on our brainstorming sessions. And do that with your career. Think about kind of what would be the boldest thing you could do in the new year and how you might go about it.

The critics aren’t invited to that first meeting. It’s really more about you continue to imagine, because the self-critique and the critique by others doesn’t usually get you to first base or even second base. So, let yourself go nuts about the year that’s coming forward, and then think about then how to get a little more practical about how to operationalize that in the context of a real life, and then set it into goals going forward.

And that’s how I’ve found the highest achievers, those who become CEO-ready or ready for the next gig, kind of, are able to open their heart and mind and start to really put a plan together, because you deserve that. You really do deserve that if you aspire to be ready.

Pete Mockaitis
Okay. And a favorite tool, something you use to be awesome at your job?

Mark Thompson
The tool that I use to be the most awesome thing in my job was the 360. Get one, have one, be a part of it, make sure that you get the regular feedback in all directions. I always had to breathe deeply to realize that maybe not all the feedback I got would be ideal. And it’s always been an unlock. It’s always been an accelerator. It’s always been something that allows me to kind of get better faster than anyone else when I was wanting to be promoted so I could get noticed.

Pete Mockaitis
Okay. And a favorite habit?

Mark Thompson

The habit is gratitude. It’s not something that we naturally, or at least I naturally, leap to every day. Be grateful for the people and the opportunities you have. Actually, Hubert Joly, going back to the Best Buy story, he said, “Pressure is a privilege.” If you have the pressure of doing something really hard, that’s also an opportunity to be kind of grateful for that, “Well, I’m getting a chance to do this. It’s hard. It’s really challenging, but I get a chance to really make a difference.”

Pete Mockaitis
And is there a key nugget you share that people quote often and you’re known for?

Mark Thompson
What I’m known for is you can’t really scale your organization or scale your ambitions any faster than you can scale yourself. You’ve got to be able to invest in a way, in yourself, before you can expect it ever to be an outcome in that wonderful, cool company of yours.

Pete Mockaitis
Oh, that’s good. And, Mark, if folks want to learn more or get in touch, where would you point them?

Mark Thompson
I’d point them to ChiefExecutiveAlliance.com or just look up CEO Ready, which is just being released.

Pete Mockaitis
All right. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Mark Thompson
I think that you deserve a promotion in this next year. Map a plan. Think about that as strategically as your biggest project and get some loving critics around you. Get some feedback, and most of that from your boss, and then put it in motion. That’s what you deserve.

Pete Mockaitis
All right. Mark, thank you.

Mark Thompson
Thank you.

1054: Maximizing Your Pipelines and Funnels of Opportunity with Kara Smith Brown

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Kara Smith Brown shares principles from her storied B2B sales career that help every professional make the most of their opportunities.

You’ll Learn

  1. How and why to think of your career like a funnel
  2. Why “maybes” are more dangerous than “no’s”
  3. How to develop and share a unique point of view that gets you noticed

About Kara

Kara Smith Brown, LeadCoverage CEO and Founder, is a recognized supply chain, logistics, and technology thought leader. Her book, The Revenue Engine: Fueling a B2B High Octane Pipeline, is an Amazon Bestseller and offers readers effective revenue-generating strategies. Kara is a thought leader in the supply chain and go to market industries. She lives in Atlanta with her husband and two daughters.

Resources Mentioned

Thank you, Sponsors!

Kara Smith Brown Interview Transcript

Pete Mockaitis
Kara, welcome!

Kara Brown
Thank you so much for having me. I have been looking forward to this for weeks. Weeks!

Pete Mockaitis
Oh, me too. I’m super excited. Well, this is rare that I knew you in college, and then just discovered you wrote a book that needs to be on the podcast. So that’s kind of a new one. Thank you.

Kara Brown
Yeah, my pleasure. You are clearly not one of my 14,000 or so logistics and supply chain followers on LinkedIn because I feel like everyone in supply chain and logistics knows about this book, which was the idea, actually.

Pete Mockaitis
Well, yeah, good work.

Kara Brown
Yeah, mission accomplished.

Pete Mockaitis
Well, I’m not great at logistics, but it was so funny. I’m trying to buy a big, like, heavy studio door for recording stuff. And I was talking to this mill, and they said, “Oh, we don’t even know how to get a door to you.”

It’s like, “All right, you got to call a 3PL, it’s a third-party logistics company. You got to tell them you want an LTL, less than truckload.” And so, I was like, “Why am I figuring out how you can send me a door?” It was like, “Because I’ve been talking to Kara. I know some things.”

Kara Brown
I will happily help you get that door, by the way. I know people.

Pete Mockaitis
Oh, I appreciate that.

Kara Brown
I definitely know people that can help with that for sure.

Pete Mockaitis
Awesome. Well, you’ve got so much fun stuff in your book, The Revenue Engine. And so, even though most of our listeners are not in go-to market, or GTM teams, which you’ve defined as sales, marketing, and customer success-ish type roles, those who go to the market and get their money, if you will, but some are.

But I think you’ve got some universal wisdom about goal-setting, points of view, meeting your audience, and so much more. So, can you tell us the story of a disastrous meeting that changed the way you think?

Kara Brown
This is really funny. Yes, so I will tell you the story of probably one of the worst meetings of my career. So, I was early to a very sexy company there in Chicagoland, called Echo Global Logistics, and I was one of the first employees there. And we walked into a leadership meeting because, I, Kara, decided that I was going to share my expertise on branding with a team of men that were running the company I was working for.

And my sheer naivete and confidence at setting this meeting to begin with, today just shocks me. But you and I knew each other in college, so maybe it doesn’t shock you that I was, like, this confident in my early 20s. And so, I brought them all into this meeting room and I said, “Look at my PowerPoint with how we’re going to use the brand colors, and the taglines, and all of these cool things” that I thought was important.

So, I’m mid-sentence, and one of them stands up, and he says, “What the heck are we doing here? Why are you wasting everyone’s time? Don’t ever call a meeting like this ever again,” and just walks out the door. And the guy that I actually reported to was a little more apologetic, and he’s like, “Hey, sorry, like this isn’t really what we’re looking for. We should probably have these conversations before you called the entire leadership team of the business into one of these meetings.”

But I took away from that super uncomfortable conversation, “Okay, these guys that are running a free brokerage, for all intents and purposes, and we’re a startup and we’re trying to make money, all they wanted me to do was participate in generating revenue. And what I had brought them was a color palette.”

And it, just, was so misaligned to what they really wanted me to do. And thankfully, for me, fast forward three years, they did appreciate what I brought to the table by the time that I exited. And it was a wonderful experience. But I took away from that sort of horrible, horrible moment where you’re like, your gut sinks down and you’re like, “I’m going to get fired, right? This is a horrible experience for me.”

Turn it into kind of what would drive me for the next 15 or 20 years around “What does matter?” and “How do I never get kicked out of another meeting like that?” and “How do I actually get asked to be at the table?” So, full cycle, which is really funny, is I’m now on boards and I got my first paid board seat a few weeks ago.

Pete Mockaitis
Congratulations.

Kara Brown
Thank you, yeah. So, I’ve come full circle from, like, “Hey, get the heck out of here,” to, “No, we really want you in the room because you bring value.”

Pete Mockaitis
Well, I love that story for many reasons. One, because it’s so emotional. And, two, it’s because that sucks to hear. That must have just been a total gut punch, very unpleasant in the moment. And yet, what a gift. What a gift to have that clear, unambiguous feedback, like, “What you are saying is not at all what we want.”

Kara Brown
Yeah, “And don’t ever say it again.”

Pete Mockaitis
And yet, at the same time, it’s totally understandable. Like, in the book, you said, “I was the marketing girl.” And marketing is a big word that can mean a lot of things. And for some people may want exactly a color palette, exactly a brand voice, guidelines, fonts, perspectives, consistency.

Some people that’s exactly what they need at a certain point. For them, it was not at all, and they let you know it. And so, they wanted to hear, when it comes to marketing, how you do stuff and that turns into customers and revenue.

Kara Brown
Yeah, they did not want to hear about the color palette. And no deference to folks that do design and branding, it’s super, super important. It’s just not something that I do. And so, as a professional today, we, as a company, today, I’m the CEO of a company called Lead Coverage, and we do zero graphic design.

So, we lead to the customers, and we say, “Listen, we will do all of the math for you. We are very, very into how you measure what’s happening in your marketing group, how you measure your go-to-market, but we are not the team that’s going to give you a new logo or a new website or a new look and feel. There are incredible branding shops out there that’ll do that for you. It’s just not what we do.”

Pete Mockaitis
Understood. So then, what is the big idea behind your book, The Revenue Engine?

Kara Brown
Yeah, so the big idea is go-to-market needs to be measured, and it needs to be measured three ways – through volume, velocity, and value inside of three funnels. We think about it as the prospect funnel, those are strangers, people who do not know who you are today. The nurture funnel, who are folks that do know you but aren’t quite customers yet. And then the customer funnel, which is cross-sell, up-sell opportunities. And we execute all of this in a three-step motion we call share good news, track interest, follow up.

Pete Mockaitis
All right. Very succinctly. You’ve practiced this.

Kara Brown
I have practiced, yes, many stages, many coaches, all the things.

Pete Mockaitis
Lovely. Okay. Well, so now some of our listeners find themselves in a go-to-market role. Many do not, but I think this is pretty handy in terms of any time you’re trying to move anything through a pipeline in terms of, let’s say you’re looking for a job. And so, there’s prospects, you know, and there’s folks you want to get their attention. You want to get some meetings with them and sell yourself.

You’ve also applied some of this in your own romantic life, Kara. Can we hear the tale about how this hunky, fitness model, nuclear physicist, shout out to Eric, became your husband?

Kara Brown
Yeah, you met him long before we got married.

Pete Mockaitis
I did, yeah.

Kara Brown
We hung out many times before this actual event happened. So, I was training for Iron Man Wisconsin, which was a big deal. And he told me that we would get engaged after the Iron Man, which, Kara, in her 26- or 27-year-old brain heard at the finish line of the Iron Man. So, when I accomplished this Ironman goal, and there was no ring at the finish line, I was immediately disappointed, right?

And then I did an IPO. So, my name was on the IPO press release for the company I worked for, Eco Global Logistics. It was a big damn deal. It was awesome. It was like the coolest thing ever. I owned my own house. I was a 10 out of 10, Pete. Like, Chicago dating scene, 2009, I was, like, I was top shelf, right? And I was saying to this guy, “Listen, if it’s not you, that’s fine, but I need to get this back on the market if it’s not you, so let’s do this or let’s not.”

And so, he said, “Yes, yes, we’ll do it. We’ll do it.” And I said, “Okay, great.” So, I did what any normal girl would do, and I booked the church. So, I called my parents’ church in Schaumburg, Illinois, and I said, “Hey, I need to book a wedding.” And Father George, who, rest in peace, said, “Hey, great, congrats on your engagement.” And I said, “Father George, I’m not engaged, but if this doesn’t do it, you can keep the 100 bucks, so let’s just book it,” so we did.

And he sent me the receipt in the mail, and I put the receipt on my refrigerator and I took off all the other magnets on the fridge in my little house in Chicago. And Eric came over one night and leaned closely into this document on the refrigerator, and stopped, and said, “Hey, what is this?” I said, “Oh, I forgot to tell you. I booked the church for my wedding.”

And he was like, “What wedding?” And I was like, “Well, honey, this is a 10 out of 10. And so, if you don’t want this, in 265 days, someone else is going to be at the end of the aisle, and I’m kind of tired of waiting for you. So, someone will be there. And if it’s not you, it’ll be someone else.” And so, two weeks later, I had a ring, and it was the best hard close of my entire life.

And in the book, I use this to talk about funnels and how, you know, the top of the funnel, you end up dating a bunch of folks. Like, you and I met in college, right? And in college there’s a whole bunch of ideal customer profiles all shoved into one place, and so you’re pretty lucky if you find one there. And then you date some and some get away from you, etc. And this is moving down the funnel.

And then finally, you have to kind of, like, sometimes put it on the line and do that hard close before one gets across the finish line. So, it’s my silly story to talk about funnels and dating in Chicago and how they’re kind of the same thing.

Pete Mockaitis
Well, let’s talk a bit about funnels and pipelines, and we’ll take it maybe one level away from abstraction. Not only in business-to-business sales, but in anything in which there are people and we want them to take an action. How do we think about doing this well?

Kara Brown
Well, I think it’s whether you’re looking for a job or for us looking for candidates, right? Like, looking for candidates is exactly the same thing. We have LinkedIn now where we can see basically every candidate in our geography. We can narrow it down by region, and where they went to school, and how much experience they have, etc. Everything we do in life is a pipeline.

Every time you shop, right? I am a Nordstrom aficionado, which will not surprise you as my friend from many years ago. And I am constantly on their website looking, on there, like narrowing down my filters to get just the right pair of pants or just the right jacket for whatever outfit I’m wearing. So, every decision we make, whether it’s buying groceries or major life decisions, like jobs, we are sending everything we do through a funnel.

And so, we put three funnels in place, and here’s the really interesting piece about a funnel. You can’t go up a funnel, ever. You can’t ever move up a funnel. And so, what I really like about the way that we laid out these three funnels is, to go from one to the other, there is a true flexion point. There is a moment where you have to exit one funnel to enter the next. And the flexion point is where the measurement happens. This is where the magic happens.

And so, we talk a lot about deltas and ratios and conversion ratios, and it’s all kind of boring. But I think what’s really, really important is at the bottom of the first funnel, there’s a flexion point before you get to enter the top of the next funnel. So, whether you’re looking for a spouse, or looking for a job, or doing demand gen, and go to market and B2B, it’s the flexion point that matters.

Pete Mockaitis
Okay. So, for example, we might just be thinking of ideas as at one level, and then the next level might be proposals or agenda items at the meeting. So, we’ve exited one funnel which is just by head. It’s like, “Okay, I got 20 ideas, 14 of them are kind of dumb. So, I’ve worked through that funnel, and now there’s six of them I’m going to go ahead and bring to my teammates. And then we’re going to discuss those and some will get ejected and then some will move forward on further.”

But to your point, is they don’t go backwards in terms of, it’s like, “Hey forget we ever spoke of that.” Like a judge, “Strike this from the record. I never brought that up. It’s going back in my head idea stage.”

Kara Brown
Yeah. And I think that the key is opportunity cost. Every idea that is not struck from the board that you move through, even though you know it’s the wrong idea, represents opportunity cost. And it’s the same with dating, and it’s the same with candidates, and it’s the same with jobs, and it’s the same with a pipeline in a B2B environment.

Every prospect that you leave in the funnel, that you know will not convert for whatever reason, “Timing is bad,” “It’s not the right idea,” “It was really dumb to begin with,” “We don’t like Pete to begin with. We’re just going to cross him off the list, right?”

Whatever the reason, if you are keeping something in the funnel that doesn’t belong there, you are creating opportunity cost inside your organization, inside your thought process, inside your brainstorm activity, anytime you are not honest, and scratching out things that you should be disqualifying, you are creating opportunity cost.

Pete Mockaitis
Absolutely. And it’s funny, as sort of being steeped in your book and other learnings about sales and marketing, being on both sides of the sales table, instead of just the buyer/consumer, I’m starting to appreciate how useful a clear no is. Whereas, before I was like, “I don’t want to be rude. I don’t want to hurt their feelings. They spent a lot of time.”

But just today, talk about the doors again, somebody, apparently it was kind of hard for him to get this estimate for the doors. And I said, “Okay, so what is this? Pine? Okay. Does it have an STC, sound blocking rating, or a weight on it? Okay. No? All right. Well, I’ll pass on those. Do you have any others?” And so, it’s just like, the poor guy is like eight minutes after his estimate got to me, I was like, “Those are out. Got anything else?” He’s like, “Ah, not really.”

And so, I used to think, “Oh, I don’t know. Is that rude? Is that…? Oh, should I be kind of nicer?” But, no, being on other side, we appreciate knowing clearly, it’s like, “Okay, I don’t need to follow up with that person at all. I can free the mental space, free the time and energy, and put that to someone else.”

Kara Brown
Amen. There’s a book that I think you might like, by Blair Enns. It’s called The Four Conversations, and it’s the art of selling, the idea of expertise, so the art of selling expertise. And he says this very clearly in the book. The exact wording will escape me, but to paraphrase, “I would prefer a no than a maybe.” And so, he recommends that you ask for the no, that you say to someone, “If this is not going to move forward, that is okay. Please tell me now.”

So, we have this new mantra, because it’s actually Blair Enns’ mantra, and it is, “I am the expert. I am the prize. I am here to help. All will not follow. That’s okay.”

Pete Mockaitis
Okay.

Kara Brown
That’s okay. And I think, sometimes, as entrepreneurs, like, I’m an entrepreneur and I’m a salesperson, I want everyone to like me. I want everyone to be a part of the ecosystem. I want to help everyone. Like, what we have can help everyone in my super, super tiny niche, which is actually a $2 trillion market. But if you are in my niche, I know that what I can do can help you.

And so, when they say no, I’m almost like, “Oh, I wish you said yes, because I know I can help.” But a hard no means that I can go spend that time finding the next customer who will see me as the expert. And so, I think the same is in dating, right? Like, date a lot of people, but if they don’t see you as the one, like it’s time to move on, right? I dated a lot of guys for a long time that we’re going to be it, right, and we’re not going to be the one.

And so, this is exactly the same thing as the opportunity cost of that time. Maybe because I’m a woman and, like, I did have to date in Chicago in my 20s. I have like this real affinity for dating analogies. But it does, oftentimes, feel like you’re being dumped or you’re being rejected when someone says no. And it took me a long time to get over it.

And now I ask for the no, “Please be honest with me and tell me no because I’d rather spend my time on someone else who’s going to give me the strongest possible yes, and they’re out there.”

Pete Mockaitis
I like that a lot. And, well, I mean, I was a Chicago single for a while as well. I went on first dates with approximately 100 women, before my dear bride and I found each other. And so, I think that’s a great frame, and it’s bringing me back, too.

I used to say, when they told me no, I thought of it almost like a marketing funnel myself. I was like, “Oh, actually, this person is disqualified due to inadequate Pete interest. Because that’s one of my criteria and she’s not measuring up on it. So, she’s disqualified.” As opposed to, “I was rejected and I’m very sad about it.”

Kara Brown
I love that so much. I love that in business, too. Like, I am rejecting them because they don’t want me as much as I need to be wanted to close this deal. I love it. Yeah, I think I might be reframing everything we do from now on.

Pete Mockaitis
Well, yeah, one of our first episodes, 14-ish, Andrea had a book called Go for No, which is really fun about pursuing the no’s and making it more fun and less rejection-y. So, very cool. And then also when it comes to a pipeline, you say that in many sales contexts, there’s hidden gold that tends to be often found in a similar place. There’s a pattern. Where is that hidden gold often found?

Kara Brown
Yes, so one of the campaign strategies that we run, we call Signs of Life, which, generally, comes from sales teams, or people like me, disqualifying too early, or kind of wrong timing. So, you can still help this prospect or help this person, but maybe your timing was off the first time.

And so, we literally call it signs of life. And we just send an email to anyone who could potentially be a prospect. And we see about a 10% lift overall. And this is very specifically in freight, but it can be applied to any B2B business. But it’s kind of like sending out like a group WhatsApp to all the women that you dated being like, “Hey, anybody thinking again? Anybody want a second shot?”

Pete Mockaitis
The group part is what’s most terrifyingly interesting. Like, I’ll have a weird dream about this tonight, Kara. But, no, I think that Signs of Life is a good way to say it. I think I was listening to the “I Love Marketing” podcast, and they talk about the nine-word email that revives dead leads, which is just kind of like, “Hey, are you still interested in launching a podcast, or getting some freight brokerage, go to market strategy advice?” Like, whatever your thing is.

And I’ve used that myself and it’s kind of amazing, they say, “Oh, yeah, well, that was like actually seven months ago that I filled out the form, but you know what? Yeah, it would be a good time to pick up the conversation.”

So, I think that’s interesting in terms of anything, or like job hunting, any company where the conversation got a little bit interesting, or, “Ooh, it wasn’t quite the right time or the right fit or they went with someone else but it was close.” There’s a lot of power and opportunity often hiding there, but we discount them all the way to zero. We’ve written them off and moved on.

Kara Brown
Yeah, so I think there’s a delicate balance between writing someone off and moving on forever and the Signs of Life campaign. Professor John Dawes, who is in Australia, came up with the rule of 95. So he says 95% of your buying market, this is B2B specific, 95% of your buying market are not in market at any given time, which means that you’re looking, really like a needle in a haystack, for the 5% that are in market at any given day, which means that if you hit them, and they’re not in market on Monday, and three Mondays from now, they might be in market and you just have no idea, right? There’s no way to know.

Now, there are ways to know whether someone’s actually interested, and we can get into intent data on another time. But the point is that 95% of the individuals who could buy from you aren’t buying the exact thing that you’re trying to sell at that exact moment, which is kind of the joy of marketing, right? It’s part of why we even exist because if everyone was buying everything at the exact same time, we wouldn’t need marketers to begin with.

And so, finding that 5%, that needle in the haystack, and uncovering exactly how you can help them at the exact right time is the joy of what we do.

Pete Mockaitis
Well, it’s beautiful to hear your fondness and passion for this because some folks could very well be like, “Oh, that sounds so brutal, 95% of the time, they’re like, ‘Get lost. I don’t want this now.’” But that actually brings up another important conversation. In your book, you go into some detail about how sales goals are often generated in practice versus what is the best practice. There is a wide chasm between the two. Could you paint these two pictures for us?

Kara Brown
I think most of the time, we see, specifically in SMB and sometimes in mid-market, we see leadership teams making goals that are just not aligned with reality.

Pete Mockaitis
So, they just made it up, or, “It’d sure be nice to have this. The investors would like this. This would let me buy a boat.”  It’s like there’s some kind of thing driving it other than the underlying market realities.

Kara Brown
Yes. There is a reason. There’s always a reason. There’s always a reason. There’s a board member who decides that McDonald’s is going to be your customer. There’s a VC partner who’s decided that he has to get a 12X return on this or it’s all for naught, right? Like, there’s always a reason why these totally irrational goals happen that become available.

Very rarely is it the marketing team saying, “Hey, let’s build ourselves a super irrational goal that we don’t think we can hit.” Normally, it is being imposed upon them. And so, in the book, I talk a lot about having a point of view so that you don’t end up getting in that position, so you have something to come back to the team that’s giving you this kind of wild and outlandish goal that you know is totally impossible.

And instead of just saying no, you’re saying, “Okay, but can we look at it this way?” or, “Can we measure it from a different perspective?” or, “Do we really think that’s possible?” or, do the backwards math, right, like, “How do you expect us to get there? Today we’re closing two deals a quarter and the expectation is we’re going to start closing 10 deals a month. That is an outrageous multiple. How much money are you giving us to execute that goal?”

So, there’s lots of ways to go about having that conversation, but I think what’s more important is the go-to-market leadership on the marketing side, so the marketing piece of the go-to-market team has to have a point of view. And the number of times that I interview junior marketers in B2B orgs, and I ask them very basic questions about the sales team’s goals, and they cannot answer, gives me all the information that I need.

They are operating in a vacuum, they are not aligned with the sales team, and no one is sharing goals between these two organizations. And that happens more often than I’d like it to.

Pete Mockaitis
Yeah, yeah. So, you’ve shared how goals often just fall downward upon us. Like, someone has a number that they would like for some reason. Share with us how it’s really done in terms of like best practice, this is what a robust revenue goal-setting process looks like, step one to six, or whatever. And I think we can extract a little bit about that in terms of what great goal-setting can look like for any number of things.

Kara Brown
Sure. So, shameless plug, it’s in the book. So, we literally walk through this and then we just finished the workbook, the companion workbook for The Revenue Engine. It’ll be available on Amazon in a couple of weeks. And, basically, we take you through this process in these exercises. And it’s really what we call backwards math.

There are a couple of components that you absolutely must have in order to understand your backwards math. And one is either ARR or LTV. ARR is annual run rate. So, this is how much each of your deals, or clients, or boyfriends, or ideas, whatever it is.

Pete Mockaitis
Twenty-five thousand a year.

Kara Brown
Yeah, right? Like, where’s the better check? But I have no judgment, no judgment on exactly what you’re charging for. And so, the how much they’re worth. ARR is the annual run rate or how much they’re worth to you over the next 12 months. Lifetime value, or LTV, is how much are they worth to you if they stay a customer for as long as your customers normally stay a customer.

LTV is a much more complicated math equation. So, 99% of the time, we use ARR. The other option is just the average value of a deal, which is where we normally start. So, start with the value of each deal. That’s all you need to start with. So, value, volume, and velocity. So, then we’re going to go up and backwards, and we’re going to look at “How many of those deals at that value do I need every single month to hit this goal?”

And then lastly is velocity, “How fast do I need to hit those goals? How fast do I need to hit those volumes in my funnel to hit my goals to close those deals?” You will also need a couple of what we call delta or conversion percentages. Oftentimes, we make them up because most of our clients don’t have them today. The only place to get your velocity metric is from inside your CRM.

So, your CRM is your customer relationship management tool. We like HubSpot, it’s our favorite, it’s easy, it’s DIY, etc. And we can see how fast opportunities are moving through your funnel into closed deals if we can track the time-stamping of activities inside the CRM. This all gets really complicated and kind of, you know, mathematical.

But really, what you’re asking me is, “How do I do this backwards math to then walk into the room with my leadership team and say, ‘Here is my point of view as the marketer on what is achievable at the top, middle, and bottom of the funnel in order to hand these potential customers over to the sales team to close’”?

And if you can walk in the room with that point of view, and you can show the math behind that point of view, that marketer will have a seat at the table and the sales team will welcome them into sort of their goal-setting exercise. But if you are showing up without a point of view and without understanding the key components of the backwards math, then you’re just going to be handed a goal, either top down or from the sales team over to the marketing group.

Pete Mockaitis
Well, I think there’s so much goodness there in terms of so that the math is just translates reality into goal and vice versa in terms of, like, “You want five million dollars? Well, here’s what that means in terms of deals.” And then you’ve also got a piece in there about having every record in your CRM software tool. What do mean by this?

Kara Brown
So, this is a little different philosophy, and I’m really glad you asked this question because I’ve been having this question asked of me in my life lately. So, our philosophy is very specific to B2B but we believe that if you have a TAM, or a total addressable market, that is encapsulated, right, there is a finite end to the TAM.

So, I’m going to use something pretty specific from my marketplace, which is there are 19,677 shippers in America that matter. So, the TAM, or the total addressable market, on shippers in America that really, like, matter to freight brokers is about 20,000.

Pete Mockaitis
So, not me sending out T-shirts, but perhaps a shop that has thousands of packages going out.

Kara Brown
Right. So, we believe that because you know the TAM of exactly who can buy from you, you should procure or buy the email addresses attached to every human who could become a customer. What I did not say is that you should spam them. That’s not what I said. I said you should own their email address. If your TAM is finite, there are absolutely ways to find these email addresses and they should be in your CRM, preferably HubSpot, and here’s why.

When that human comes to your ecosystem because of your great marketing…

Pete Mockaitis
Like your website.

Kara Brown
Like your website, or your LinkedIn profile, or someone who’s connected to you, or the G2 Crowd page, whatever it is, when they enter your ecosystem, because you own their email address inside your CRM, you can see that activity. If you don’t own their email address in your CRM, they show up as an anonymous visitor. And anonymous visitors are not able to be monetized.

So, if you’re going to try to monetize an audience, then you have to, first, build the audience and understand who the audience is. And the only way to do that is to literally buy the email addresses of the humans who could become your customer.

Pete Mockaitis
Or have a crew mercilessly crawling all over LinkedIn for days, one way or the other. But I think that also makes the goal-setting all the more real to that notion about perhaps only 5% of folks could be in market during a given timeframe. Well, if you’ve got your 20,000-ish shippers, then 5% of them, 1/20th, only 1,000 could even possibly buy from us. So, like, if your revenue goal is equal to 2,000 customers times the deal size, then it’s just, it’s already impossible.

Kara Brown
That’s right, it’s already irrelevant. And you have to really be able to have that conversation with leadership because it is pretty common that leadership doesn’t actually know these numbers. All the time, we deal with this all the time. What is the actual TAM? How many shippers are there? How many brokers are there? How many T-shirt vendors are there? How many book vendors are there, right?

Like, these total addressable markets are findable. You can find them. And then you can build an audience just directed only to them, and then find who is actually interested in what you’re selling because they will show up. They will show up on your website. But if you don’t own them, if you don’t know who they are, and you haven’t owned their email address, they will show up as an anonymous visitor and you’ll never know that they were there.

Pete Mockaitis
So that’s just handy to know, that, “Hey, world, there’s creepy software available that knows you by name if you’re at certain websites.”

Kara Brown
It is so creepy, but it’s called intent data and it’s real and it’s super creepy.

Pete Mockaitis
But in some ways, I think we’ve almost gotten over that, it’s like, “Okay, yeah.” Once I first saw my first re-targeted ad, like, “Hey, wait a minute, I was just on that website,” you know, over a decade ago, I was like, “Okay, I guess this is just what’s happening now.”

And I guess what I’m getting at for all this is, if you have a job that has nothing to do with sales, these same principles apply in terms of, if you really know the numbers inside and out the bounds of what’s possible, if you’re in manufacturing, it’s like, “Okay, hey, time out a second. We’re going to spend how much on this robot? Well, here’s what that would really have to do for us in order to give us a reasonable return,” or, “We’re going to hire how many people?” or, “Is that…?”

Like, any goal, you can just sort of check the bounds of the rationality or sanity of it. And then if you’re the person who is bringing these data to light and presenting it clearly with some mathematical linkages, and nobody else in their world is doing that, well, there’s your seat at the table right there.

Kara Brown
Amen. That is exactly where your seat at the table is. And, oftentimes, you know the person that gets the most excited about this, that we don’t see very often in these marketing and sales books? The person who gets the most excited about you bringing a point of view to the table is the CFO. And, oftentimes, in marketing situations, in B2B, mid-market and SMB specifically, the CFO is the biggest deal breaker.

They are the ones that are saying, “No way. I want to see real ROI, right? I’ve never seen marketing produce any real revenue, etc.” This is just in my experience, right? And if you can get the CFO on your side, if you can show them that you have a point of view, and that you understand what a payoff looks like, or what ROI looks like, or what good looks like in your world, you can have a champion on the leadership team that you didn’t expect.

Pete Mockaitis
Well, hey, the CFO’s not a bad friend to have, certainly, as you’re doing a career. Thank you. Well, so you’ve talked about having a point of view a few times, and you mentioned that having a point of view is better than advice. How are we defining point of view? And what’s the distinction? And can we have some examples?

Kara Brown
Yeah, that’s a good question. So, I am a member of the Entrepreneurs’ Organization, EO, and we talk a lot about experience shares versus giving advice. And so, I really like this, it’s called the Gestalt method.  It’s a way to share information with people that isn’t demeaning. And I really like this even in business. I like the idea of sharing an experience or sharing a point of view.

And most of the time, if we share, “This is what good looks like in our space.” This is much easier to do if you’re in a niche environment like we are. So, “This is what good looks like at your competitor. This is what good looks like at your compatriot, at someone who looks and feels like you. This is what good looks like,” that’s a solid point of view.

And I think the other thing that has come up in my life lately, Pete, is that my point of view about buying the TAM is actually new to a lot of marketers. And I was pretty surprised. I was pretty surprised when I’m talking to people of my age or older who are considered, you know, veteran experts in marketing and sales and go-to market, and I’m sharing this position, and our point of view on owning and buying the TAM, and they’re telling me, “I disagree.”

And I appreciate that because I love a good sparring, right, back and forth on, you know, the philosophies of go-to market. But I think, if we didn’t have a point of view as a team, as a company, or as an author, then there wouldn’t be anything interesting to read. And it wouldn’t be very interesting to work with us. And we wouldn’t be able to prove the ROI back to our customers because so much of what we do actually has to do with our point of view.

And so many young marketers that I meet spend a lot of time worrying about the what, “What are we sending? How are we sounding? What are the words that we’re using? The messaging is super important.” And my point of view is the who, the who you’re putting it in front of is actually more important than the what. You’re still with me?

Pete Mockaitis
All day.

Kara Brown
Thank you. I think, sometimes, just having a contrary point of view is also something that’s interesting to people. And they want to have a conversation with you because you have a point of view. So, I think having a point of view in general, in life, etc., you’re always someone that had a very specific and unique point of view. I remember that very specifically.

Pete Mockaitis
Oh, me? And do you have one come to mind, Kara?

Kara Brown
Yeah, so many things about you in college. You knew exactly when you were getting married. You knew exactly what your life was going to look like. You knew exactly where you were going to work. I think some of that’s changed for you. But you knew exactly what you were going to do and how you were going to get it done. And I always respected your point of view on how you were going to live your life.

And I think it’s very similar in some aspects to having a point of view on your professional, exactly whatever your profession is. So, whether you’re a dentist, or you make clothes for a living, have a point of view on what good looks like in your industry, and people will take you seriously.

Pete Mockaitis
And in contrast to advice, which I think sounds more like something that the top page of Google or generic, we could dunk on AI a little bit because it has a lot of goodness to it. But with a broad prompt, like, let’s just say, “How should I start a podcast?” So, I mean, sure, you could find plenty of search results on that. You’ll get a bunch of steps associated with your microphone and your hosting, whatever. And that really does feel cheap and commoditized because it’s just there.

And I can get sort of like the standard issue truth of the matter in seconds effortlessly, but it takes an insider to tell you, like, “Here’s why the Blue Yeti is a terrible microphone choice for the vast majority of contexts, even though you read some people said it’s good. Here’s why it’s probably the wrong choice for you.”

So, that’s very minor or macro, but it really does, I think, highlight the core distinction between expertise you share that earns you street cred and gets folks to think, “Okay, this person knows something,” as opposed to, “Ah, yes, I, too, am capable of Googling things.”

Kara Brown
Yes, and I think there’s a word, a key word that we do not use when we experience share or when we share a point of view, and that is the word should. We don’t should on people. So, the word should is demeaning. It’s almost like the word no, right? Like, “Pete, you really should get a haircut before you come onto these podcasts.” Your hair looks great. Your hair looks great.

Pete Mockaitis
It’s been a while.

Kara Brown
But this should-ing someone, right? And so, I think it’s really important to keep the word should out of any conversation that you’re having if you want to be taken seriously as an expert with a point of view that people are going to hear. Because the minute they hear the word should, they’re going to shut down. Nobody wants to be should-ed.

Pete Mockaitis
It’s like, “Oh, I guess I’m just wrong. I’m just an idiot. I’ve been doing it all wrong my whole time. And at last, this genius visionary, Kara, is going to set us straight.”

Kara Brown
Yes. So, we try really hard not to use the word should because I definitely don’t want anyone to think that about me.

Pete Mockaitis
So, then in terms of actual linguistic word choice, you might say, “Our point of view is…” or, “We believe…” or, “We’ve seen great results by…”

Kara Brown
Or, “May I share an experience?” or, “May I tell you a story about when this worked for us?” And I use that a lot. And we share three core strategies that work in supply chain, which I will not bore your audience with. But there are three core strategies that work in supply chain, go-to-market. And I usually ask the question before I share them, “May I share with you our three key strategies that work in supply chain and the ROI that they’ve delivered?”

And people are usually like, “Yes, please, that’s why we’re on the call.” And so, I think I am then asking permission to share my point of view. And never once do I say, “You should do these things.” I’m just saying, “Here is our point of view on what is working with your compatriots and your competitors.”

Pete Mockaitis
Yeah, you know, you’re also articulating something, like one of my pet peeves when I’m reading the news, and like, I’m just a weirdo, but I really bristle when I see a news headline say, “Something: What You Need to Know.” Like, “Pope Francis’s Death: What You Need to Know.” Because that’s sort of, like, the hubris, the presumption.

Kara Brown
Like you don’t know already.

Pete Mockaitis
Like, “You don’t know me, my relationship to the Catholic faith and Pope Francis.” Because context matters a lot in terms of what you need to know about anything varies quite a bit in terms of it might just be nothing. Like, “This is a thing that happened. Some people might be talking about it. So now you know just by reading the headline.” Or, it might be, “You are a Cardinal who is going to elect the next Pope. Like, there may be a whole lot more things you need to know.”

Kara Brown
Yeah, you should probably know more than what the headline is going to give you from the Daily Mail. Yeah, yeah.

Pete Mockaitis
Or, like politics of all sorts is like, “What you need to know is…” Like, well, maybe nothing until Election Day. I’m probably not going to do anything at all with this information.

Kara Brown
And I think where the information comes is also super important, right? Like, I do not belong giving advice on business to consumer at all. Like ever. I had someone ask me today, “What do you know about B2C?” And I said, “Absolutely nothing. I hope you hire someone else. I’m not going to lie to you and tell you I’m going to do that,” right?

So, I think the credibility of the “what you should know” question is also really important is, “What is the source of this information?” Very different with the source of the information on Pope Francis from the Daily Mail than from, you know, the Vatican blog.

Pete Mockaitis
Yeah, certainly. Well, Kara, tell me, anything else you want to make sure to mention before we hear about some of your favorite things?

Kara Brown
I am just so glad that I was here. Thank you so much for this. I’m so proud of you.

Pete Mockaitis
Oh, shucks. Well, you, too. Well, now let’s hear about a favorite quote, something you find inspiring.

Kara Brown
My favorite quote is, “The enemy of progress is perfection.” And so, we need to make sure that… I give this advice to clients, and this is sometimes actually straight advice, not an experience share, that everything digital can be changed. And so, if you’re not going to physically print it in a book, it’s okay to send it and we can change it.

And then I wrote a book. And it was the scariest moment of, like, saying yes and hitting the send button on it because it’s in print, and there are mistakes in it, and I’ve found them, and it’s so embarrassing. And even still, perfection is still the enemy of progress, and I wouldn’t take it back.

Pete Mockaitis
Okay. And a favorite study or experiment or bit of research?

Kara Brown
You know, we do our own studies and research internally. And I think one of the things I’m most proud of is our new experimentation around answer engine optimization. So, we’re doing as much research as we can around how are our clients found on large language models versus how are they found in traditional SEO.

Hyper-hyper technical, and we won’t go into the results yet, but I’m really proud of the work that my team is doing in helping our customers understand how they’re going to be found on large language models.

Pete Mockaitis
And a favorite book?

Kara Brown
So, besides my own, I think my favorite right now is The Hard Thing About Hard Things. I think it’s one I come back to all the time as an entrepreneur.

Pete Mockaitis
All right. And a favorite tool?

Kara Brown
So, there’s a super creepy tool that I like a lot that you might find kind of gross, but it’s called Crystal Knows. So, Crystal Knows is a psychographic profiling tool that tells you the DISC profile of any human on LinkedIn based on their LinkedIn and Google activity. And it is the creepiest, coolest thing that I’ve ever had an opportunity to be a part of.

Pete Mockaitis
And a favorite habit?

Kara Brown
My favorite habit is I go to bed at trade shows. So, when I go to trade shows, which is all the time, I go to bed at nine o’clock.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks, they quote it back to you often?

Kara Brown
Share good news, track interest, follow up. I feel like any good marketer has a nice solid, you know, one, two, three in their back pocket. And I’ve been saying it long enough that people are now saying it back to me.

Pete Mockaitis
Okay. And if folks want to learn more or get in touch, where would you point them?

Kara Brown
I would point them to KaraSmithBrown.com or LeadCoverage.com. And you can always find me on LinkedIn because I am very active.

Pete Mockaitis
And do you have a final challenge or call to action for someone looking to be awesome at their job?

Kara Brown
So, my final call to action for someone looking to be awesome at their job is to say yes. Take the opportunity, whatever it is in front of you, it may be really hard, it may be super easy, but if you are the person that always says yes and gets it done, you will go very, very far.

Pete Mockaitis
All right. Kara, thank you.

Kara Brown
That was so fun.

593: Why Hard Work Isn’t Enough: Insights on Developing Your Career with Patty Azzarello

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Patty Azzarello shares three simple steps to finding more success and satisfaction in your career.

You’ll Learn:

  1. The top reason most people get stuck in their careers
  2. Why results don’t speak for themselves
  3. How a simple email can forge powerful relationships

About Patty

Patty Azzarello is an executive, best-selling author, speaker and CEO/Business Advisor. She has more than 25+ years of experience working in high tech and business. She has held leadership roles in General Management, Marketing, Software Product Development and Sales. She has been successful in running and transforming large and small businesses, and has significant international management experience.

She is the founder of Azzarello Group, which works with CEOs and leadership teams to help their businesses (and people) get better at what they do. She is the author of the best selling books: RISE: 3 Practical Steps to Advancing Your Career, Standing Out as a Leader (and Liking Your Life), and MOVE: How Decisive Leaders Execute Strategy Despite Obstacles, Setbacks, and Stalls.

Resources mentioned in the show:

Thank you Sponsors!

Patty Azzarello Interview Transcript

Pete Mockaitis
Patty, thanks for joining us here on the How to be Awesome at Your Job podcast.

Patty Azzarello
Hi, Pete. It’s great to be here.

Pete Mockaitis
Well, we’re going to be talking about how to… I love the forced awkward segue. We’re going to be talking about how to rock out in your career and to rise, but you actually have some history in an actual rock and roll band. Tell us this story first.

Patty Azzarello
That is stating it a little bit generously. I started my own company 12 years ago and I created an advisory board for my company. And as I was putting the board together, one of the people noticed that, “You know, we could form a band.” There was a drummer, there was a keyboard player, there was a lead guitar player, and I describe myself as a willing singer. I’m not a great singer but I’m a willing singer. So, we got a rhythm guitar player and a bass guitar player to fill it out, and we were together for a couple years. We played a handful of gigs. It was super fun. It was just super, super fun.

Pete Mockaitis
One of the funnest parts about bands are their names. What name did you go with?

Patty Azzarello
You know, we never named our band.

Pete Mockaitis
Oh, wow.

Patty Azzarello
We never named it.

Pete Mockaitis
And that’s even cooler.

Patty Azzarello
My business is called Azzarello Group. We just would call it The Azzarello Group band. It was sad.

Pete Mockaitis
Well, it looks like you rose to power even in that context. Like, your name was the one that got to be on the band, so we’ve got some things to learn from you. So, you’ve done a whole lot of work and research in zeroing in on why some people rise or do not rise in their careers. And this is a fascinating topic. We had Carter Cast, he was a professor at Northwestern who talked about five career derailers. And you’ve got some insights yourself. So, lay it on us. Maybe could you start us off by what’s perhaps the most fascinating and surprising discovery you’ve made about what makes the difference between those who rise and those who don’t?

Patty Azzarello
Well, I think the thing that gets most people tripped up is that working hard is not the answer.

Pete Mockaitis
Okay. Sweet.

Patty Azzarello
Like, just being great at delivering on your job description does not make you stand out. It helps you not get fired. But I find that people, they put their head down and they work super, super hard, and they do an excellent job, and they just have the sense that if the world is fair, they’re going to get tapped on the shoulder, and they’re going to get noticed, and they’re going to rise. But it doesn’t work that way. And it’s simply because everyone else is too busy to go find you and learn about what you’re doing, and you have to figure out how to advocate for yourself in a positive and productive way if you want to stand out and if you want to get the recognition necessary to get ahead.

Pete Mockaitis
Okay. So, hardworking alone doesn’t cut it. Delivering well on the things on your job description doesn’t cut it. So, it sounds like you’re saying that’s necessary, like you need to do the thing that you were hired to do. And your book has three key sections: do better, look better, and connect better. So, do better, is that about the actual performance of your job?

Patty Azzarello
Yeah. So, if we just take the model very, very quickly, there are three parts to it, and the thing that a lot of people miss, and I missed in my own career before I learned this. I wish I had my book in the beginning of my career. It would have made things a lot easier than having to stumble and figure it out along the way. But I think the issue is that those three parts are all critical, and a lot of people just focus on the work. They only focus on the work.

So, do better is not just about delivering on your job description, but it’s about making sure that you are delivering value, and you’re not judging your value by being busy. You’re judging your value by, “Am I really delivering things of high value?” Look better is about your reputation and making sure you’re not invisible, because if you’re invisible, you don’t get noticed, you don’t get promoted. And it’s not about being political at all. It’s about communicating in the right way about your work, so you are sharing the value that you deliver. And then, connect better is simply about meeting support. The most successful people are the ones who get the most help. They’re not the ones that are so brilliant all on their own that they can just soar with their own efforts. And being able to get help and ask for help, and build the network and support you need is a critical skill.

It’s funny, every once in a while, when I’m on a stage and there’s questions from the audience, I get the question “Patty, do you have any natural tendencies or habits or traits that think helped you in your own career success?” And the first thing that always comes to mind is a willingness to ask for help. One of my superpowers is just asking for help, learning from smart people, accepting help, putting that help into practice, and I couldn’t have done any of the things that I did without people helping me.

Pete Mockaitis
Okay. Well, excellent. So, that’s a nice little overview there in terms of the three components: do better, look better, connect better. I want to touch upon each of them in some level of depth. I’m curious, would you say that if your goal is to rise in terms of to be promoted, to earn more money, to get a cooler, more high-visibility, high-impact, sexier, if you will, projects, if that’s what you’re up to, then would you say that the do better, look better, connect better are of equal importance? Or if you had to do 100% allocation, how would you split it up?

Patty Azzarello
The most important thing is to make sure that none of those are zero.

Pete Mockaitis
Okay.

Patty Azzarello
It’s not that you have to have a particular balance or have the same balance at any point in time. But if you think it’s just all about the work, and the other two things aren’t important, you’re going to get stuck.

Pete Mockaitis
Well, yeah, I like that view, it’s like make sure that nothing is zero because I see a spreadsheet in my mind’s eye in terms of, “Okay, I can multiply three things, like zero to 100. So, then the product of these three figures could be anywhere from zero to one million, one hundred times a hundred times a hundred.” And, sure enough, anything multiplied by zero is zero. So, even if there’s a master of someone who looks really awesome and connects just fantastically, if their actual ability to produce the work is at zero, then they’re going to kind of hit a brick wall pretty soon, in terms of like, “Hey, we gave you this because we love you and you know all the people, but you didn’t even do it. I can’t trust you anymore.” So, the rise concludes. So, that’s handy. Make sure none of them are zero.

And I’m sort of imagining, if I multiply them out, what’s that look like? And maybe I’m not at zero but I’m like at two of a hundred in terms of like connecting. So, that’s really a bottleneck. Well, that’s my mathematical brain. You said avoid zero, that’s where I went. So, let’s dig in then. So, with do better, you mentioned that it’s not about being busy. It’s about value. And value is…well, hey, I’m a former strategy consultant, so that’s a word that can fall into jargon territory pretty quickly. What do you mean by value and how do we identify whether we’re doing something that’s high value or low value?

Patty Azzarello
Well, if you think about how you end up spending your work days, there’s a lot of crap that filters in. And the first step is to identify the low-value activities, to identify the chaotic, repetitive, low-value activities, and just develop this habit of saying, “This is not worth this much time.” If you can just develop that habit, and not let yourself get swept away in a bunch of low-value activity, by definition, what you do work on is going to have more value.

But beyond that, I think it’s really important to look at what you’re working on and give yourself some time to think about it, and assess it, and judge it, and look at it, and say, “Where is the value coming from? Is this helping customers? Is this creating efficiency? Is this helping us all communicate better? What are the good things of value that are happening when I complete this work?” And I find when you start thinking about that, you start having the ability to add more value.

Now, if you want to go right to the heart of value, understand the P&L of your business, understand the business model, understand where the company makes money, understand where the revenue comes from, where the profit comes from, where the costs are. And the more you understand that, you might have a job as an individual contributor in a customer service or support department, but when you start thinking about the P&L of the business and the P&L of service and support, you start to realize, “If I could serve customers faster and better, that’s value.” Like, just turning the crank and doing, answering the same question over and over again is doing your job. But thinking about it, and saying, “I’ve answered this question 47 times in the past two days. Maybe I’ll suggest getting to the root cause of it so we can avoid that question entirely and the organization spends zero time asking that question.”

So, no matter where you are, what level you’re at, what role you’re in, you can always be looking at how the work is done, and thinking of ways to improve it, and to make it better. And that’s what I mean by value.

Pete Mockaitis
And that’s really great in terms of, you know, I think there was a Dilbert book called Always Postpone Meetings with Time-Wasting Morons. And so, not to be pejorative of…every human being has intrinsic value. But some activities certainly, and some meetings certainly, just don’t do much, or maybe even do negative value adding. And so, one, I think just sort of having your radar up, and saying, “Huh, how is this good and useful?”

And then, sometimes, it’s like, “You know what? No one’s asked that question in five years, and we should’ve stopped doing this a long time ago now that you mentioned it.” That can sometimes be the outcome of just having that habit of regularly questioning. And I’m thinking, even if you’re not in a business organization, the value could be governmentally, sort of serving constituents or nonprofit, like fulfilling the mission and the impact metrics that you’re after there. So, roger, you’re thinking about that, what’s viable, what’s not so viable, what is the good this results in.

And I think, often, it’s great to, I’d love your take on this, to diplomatically ask those sorts of questions. I mean, you probably don’t want to say, “Does anyone care about this crap anyway?” But you do kind of want to educate yourself and get perspective on how something is viable or not viable. So, do you have any pro tips or scripts for how we ask that question without insulting people?

Patty Azzarello
Yeah. So, in two directions here. So, this happens so frequently, an executive will ask somebody to do something, and the person runs off and starts doing it because they believe they have to do it best and immediately because an executive asked, therefore, it’s super important, just because the executive asked for it. That is so not true. Executives ask for things all the time, and they have no idea what they’re asking for. They just have no idea of the costs of asking a question.

Pete Mockaitis
Oh, intriguing. So, you’re saying they know what they want but they have no idea what the cost is.

Patty Azzarello
Right. So, an example is, when I was an executive, I asked my financial manager, “What is the headcount of our organization?” in the hallway, and I expected him to say, “Eleven hundred and thirty-seven.” And he said, “Well, it depends.” I’m like, “What do you mean?”

And he said, “Well, if you want an answer that is 90%-95% accurate, I can probably get that to you by the end of the day. But if you want it more like 97% accurate, I’ll have to wait till tomorrow morning because I’ll have to pull the organizations in Europe and Asia, and that might take even two days. But if you need it really accurately, it’ll probably take about two weeks because we’ll have to pull all of the open job wrecks, and all of the reports of people who are leaving, and rationalize that.” And my head was just exploding, thinking, “Oh, my God, don’t do any of that. Like, I literally thought you could answer my question in the moment.” And I said, “Do the shortest one. Do the shortest one.”

And so, a great way to match the value of a work to the time you invest in it, and make sure there’s a good match there, is to simply ask yourself the question, ask the executive the question, before you start working, “How much time and effort is this outcome worth? Is it worth an hour? Is it worth a week? Is it worth a half a day?” And if you can really understand that upfront, you’re going to do a much better job and you’re not going to be running around in circles wasting time.

Pete Mockaitis
Yeah. Well, I tell you, that’s such a powerful question. I love the way you articulated that because it can vary massively, and you have no idea. And just assuming it’s at one level is bad news. Like, sometimes the answer is, “It is worth more than your entire annual compensation package to nail this perfectly.”

Patty Azzarello
Right.

Pete Mockaitis
Well, okay, then. And then other times it’s like, “Oh, I mean, please spend no more than 10 minutes doing what you can do on this.”

Patty Azzarello
Yeah. But just because an executive asked doesn’t mean it’s like your life is dependent on doing it great and immediately.

Pete Mockaitis
Okay. Perfect. And so, under do better, you make a point that we should become less busy. That sounds appealing, and we kind of mentioned we should become less busy just by eliminating low-value activities. Do you have additional reasons for why we should become less busy?

Patty Azzarello
Well, so first and foremost, if you burn up all of your time on delivering just what’s in your job description and you’re overwhelmed by it, look better and connect better are going to be zero.

Pete Mockaitis
All right.

Patty Azzarello
So, first and foremost, it’s important to be less busy for that. But it’s also important to be less busy because you’re a human being that has a life outside of work that also matters, and just grinding yourself up in your work is not my definition of success. My definition of success is that your job has to fit into your life in a way that your life works. And a big part of that is being less busy. And if you’re so busy, you’re not adding as much value as you could because you’re just not thinking about it.

So, the advice I give in terms of how to become less busy, there’s a ton of advice in my book Rise which we don’t have time to go through all of it here, but the one thing that I think is a must to start thinking about is what I refer to as ruthless priorities. And what I mean by ruthless priorities is to be very ruthless on choosing them, and then be very ruthless about protecting them and actually getting them done. And so, if you’ve got 25 things, 25 super-duper important priorities on your task list, you’re not going to get them all done. You’re just not. No one ever does. But if you try to start saying, “I’m going to put these in rank order, or I’m going to draw a cut line,” your head starts to explode because everything seems so important you just feel like you got to do it all.

What I like to do in that case is go through each one and ask the question, not, “Is this important?” but “How bad would it be if I failed at this?” And I find if you ask that of your 25 things, there’s going to be a couple that suddenly rise to the top. And that’s one way to choose your ruthless priorities. But choosing a ruthless priority does not mean you don’t do anything else. It just means that you have one or two things, you’re not going to have 25 or even five ruthless priorities, you’re going to have one or two, and you’re going to protect them, and you’re going to commit to yourself, “No matter what, I’m going to get that one done. No matter what else is happening in the world, I am going to get this one thing done, and I’m going to protect it.”

And, typically, if you choose one thing, it doesn’t take up 100% of your time, so you have the rest of your time to deal with all the flak and other stuff that you still have to do, but you wake up every morning, and you say, “I am going to de-risk that ruthless priority,” and then you finish it. Hallelujah! Like, people love to finish things. And then you pick the next one. And I find that by doing and focusing in a ruthless way on one important thing at a time, you can sort of cut through the chaos, and even if you stay very busy, you’re getting the high-value thing done, and the busyness is not getting you stuck anymore.

Pete Mockaitis
And, actually, I want to zero in on the Hallelujah portion of that because I think that what’s great about that ruthless-prioritizing question there is by taking the time to surface your own kind of emotional anxiety, angst, associations with the to-do list, and then nailing the things that, in a way, have the most hidden terror embedded within them, you really will experience a sense of release and freedom and urgency, stress, anxiety leaving you.

And this happened to me many times. Like, I’ve just been surprised, like, “Oh, I feel so much lighter now that that is done, and I don’t think I even knew that I would feel that way.” But, now, with your question, I will probably more frequently be able to identify that in advance and bring into the prioritization. Very cool.

Okay. Well, let’s talk about looking better. Yeah, how do we do that?

Patty Azzarello
I love a comment. I got an email from a woman in the UK who said, “Patty, I read your book Rise, and I got two pay raises and a promotion.”

Pete Mockaitis
There you go.

Patty Azzarello
I was like, “Wow! Like, what did you do? What did you learn? Tell me more.” So, I sent her an email, and she came back and she said, “It was the look better part.” She had been kind of at a zero on look better. She was in a marketing company, and she was in charge of events, getting people to events. And she was growing the event business for two years. She tirelessly worked to grow their event business, and she was in a meeting with the CEO.

And the CEO looked at the spreadsheet, and said, “Huh, I thought, in general, the event business, the event market was declining. I guess it’s not, because our numbers look good.” And her valiant efforts were invisible. He just assumed he had made a wrong assumption about the market, and their event business was growing because the market was growing.

Pete Mockaitis
Au contraire.

Patty Azzarello
And it was such a wakeup call for her to hear from my work that you have to be an advocate for the value that your work creates. And so, she immediately started communicating about all the things she learned about how to grow their event business ahead of a declining market and make it a growing business for them. And she didn’t just run around bragging, “Look what I did,” but she shared meaningful nuggets of work that other people could learn from, and suddenly she got that positive visibility, and her career just took off with more pay and promotions because she connected the dots.

Pete Mockaitis
Yeah. Boy, that is very illustrative in terms of just the assumptions people make about why even if you’re doing amazing work that’s creating amazing results, you think, “Hey, the results speak for themselves.” They don’t. We’re just making it. Even when the executive had that context of, “Oh, I thought that market was declining. Well, I guess it’s not.” Yeah, that’s excellent. So, point taken. You got to share that with people. And I guess do you have some pro tips on how that happens?

Patty Azzarello
Yeah. So, there’s a chapter in the book that’s titled “Be visible but not annoying.” And this is where I really want to emphasize again that I’m not talking about being political, and I’m not talking about just having a good talking game without results to back it up. The results absolutely do matter. But the thing that people struggle with is, “Oh, I don’t want to be self-promoting. I don’t want to come off like I’m bragging. I don’t want to be annoying.”

The reality is if you have those concerns and fears, you’re never going to be annoying. You don’t have it in your DNA, so I try to get people to stop worrying about it. But we all know people who are advocating for themselves and their careers absent of results, and that is super annoying. The magic formula here is simply to ask yourself, “Is what I communicate of value to the people I share it with?” And if the answer is yes, you’re not being annoying. So, you don’t just around saying, “Look what I did.” You run around saying, “Look at what the company can do now. As a result of this project being completed, we are now in a different space and we can accomplish X, Y, Z which we couldn’t do before.”

And it’s important to tell people that because, Pete, you finished your work, and if you never share, “Now what? Now this value is here, what can we do with it? What can we learn from it? How can we build on it?” you’re missing an opportunity to create even more value. So, if you think about the way you communicate as creating value, because you’re sharing how to collect the winnings of the results you delivered, that’s never annoying. People are like, “Wow! That’s fantastic. I can use that.”

Pete Mockaitis
Yes, that’s a great point in terms of things change all the time and you develop new capabilities, and as a result, that’s going to come up from time to time in terms of, let’s say, oh, even if it’s sort of like deep in the internals of the organization, like, “Oh, but, yeah, we probably don’t have the data on that.” It’s like, “Well, we used to not have that but once we upgraded with the ABC, we can now pull this by this, this, and that.” It’s like, “Oh, well, okay then. Great move.”

Patty Azzarello
Exactly.

Pete Mockaitis
“Please go get the data on that since we now can,” and then they’ve been made aware. I like that in terms of the point is not, “Look at me, I’m awesome.” The point is, “It’s valuable and we can do something now,” or maybe the context has shifted, or there’s a new opportunity in terms of, “We’ve been getting great results with so and so who’s been quite pleased so they might be the perfect partner to want to explore doing a new thing.”

Patty Azzarello
Right. So, if you don’t mind, before we leave look better, I just want to make one more point on that, which is the importance of understanding how you are perceived.

Pete Mockaitis
All right.

Patty Azzarello
That’s another thing that sometimes just goes to zero for people. They don’t worry about it, they don’t think about it, but it’s your reputation. And if you want to get recognized, if you want to get promoted, you have to understand what your reputation is, and you have to recognize how you’re perceived. And the way I like to advise people on this is to think about what it would look like if you were to put in your best self forward, and then try to do that on purpose. Try to do that with intention. Because a lot of times we’ll do something, we’ll do a presentation, we’ll do a negotiation, we’ll deliver something, and have the internal reaction of, “Man, I was brilliant,” but you feel surprised by it.

And isn’t it a shame to be so surprised? And it’s kind of a copout to be surprised. Why not try to be brilliant on purpose more of the time? Why not be more intentional about showing up as your best self more of the time? And, again, that’s nothing about being political. It’s just about committing to show up stronger and to be present and to give more in the work environment to give more value because you are showing up. That’s another key part of look better.

Pete Mockaitis
And it’s interesting how that can then translate into particular actions that you take. In some ways, you might say, “Well, hey, it’s kind of out of my control. I have good days and I have bad days. Sometimes I’m in the groove, sometimes I woke up on the wrong side of the bed.” But, in practice, right off the bat, things like, “Hey, well, I could sleep. I could exercise. I could eat a healthy meal. I could think in advance of the meeting what specific outcome am I looking for, what are likely to be their main concerns, and how could I bring something that will address those concerns.”

So, it’s interesting that, in a way, hey, our general mood does shift day to day and we’re not in complete control of that. In another way, there’s some key sort of levers that we can all pull. Are there any kind of recurring leverage practices you recommend in terms of being able to show up at our best more frequently?

Patty Azzarello
Yeah, there’s a chapter in Rise, and I’ve got also a lot of other resources on my website on this topic, of the idea of understanding your personal brand, and that’s your reputation. Your personal brand is whatever everybody else says it is based on their interaction with you. And so, yes, we all have our good days and bad days, and low energy and so forth, but if you can think ahead of time about what it is you would like to be known for, that can help you be purposeful about it even if you’re having a bad day.

So, if you would like to be known for the person that sorts through the chaos and the clutter in a complicated situation and always has a creative, clear answer, keep that switch turned on. And even if you’re having a bad day, “Oops, this is a complicated conversation, this is time for me to use my superpower.” And if you think about that ahead of time, you stand a much greater chance of doing it consistently.

Pete Mockaitis
Okay. Great. And then how do we do that connecting better?

Patty Azzarello
You know, connect better, as I said earlier, one of my superpowers has been asking for help. This is another area where a lot of people go to zero which is just networking, just keeping their professional network going. And what I say, there are two elements to networking. One is meeting new people, and the other one is keeping in touch with people you already know. And the second one is actually where all the value is, because once you meet a new person, they become somebody you already know, and if you don’t put any effort into that relationship, there was no value in making the connection in the first place.

And so, what I tell people – and I tell introverts, and I’m also an introvert so this was not natural for me, I had to learn it myself – is that even if you dislike the idea of meeting people so much that you never want to meet a new person ever again for the rest of your life, you should still be networking with the people you already know because that’s where the value is. And that’s actually a lot less scary to people who have a fear of networking.

And what I like to say is, “Let’s just cross out the word networking and instead use the word be generous.” That’s what networking is, it’s reaching out to people, it’s being kind, it’s saying hello, it’s asking if you can help them, it’s sending them interesting things, it’s actually being helpful. The more of that you do, the more you are going to have an army of people who want to help you when you suddenly need help.

And so, you don’t have to try to match it up one-on-one, but it’s more of a karmic thing that always be giving, and always be giving more than you’re taking. And if you’re doing that, you’re going to have so much capital in the bank that people are just going to be so happy to help and support you when you need something. And it’s really that easy. Just be generous and invest some non-zero time in reaching out to people you already know and being generous.

Pete Mockaitis
And so, you mentioned a few ways in which we can be generous. I suppose there’s push and pull. Like, you can be generous when someone asks a question, you can either give them the shortest possible reply that finishes that email and gets it out of the inbox. Or you can really thoughtfully think, “Oh, you know, what is it they’re trying to achieve here? It seems like this. I imagine this should probably be difficult given A, B, C constraints, restrictions. I know someone who might be able to help with that.” And so then, there’s one way that you’re generous when a request is made of you. How do you recommend we be generous when no one is asking for anything?

Patty Azzarello
Yeah, it’s so simple. “Hello.”

Pete Mockaitis
All right.

Patty Azzarello
I know when I get an email from somebody I haven’t heard from in years, and they just say, “I was thinking about you and wanted to say hello.” That brightens my day. Absolutely. And if those people…I have people in my life that do that regularly maybe once a year or so. If they ever need anything from me, I’m so happy to do it because I feel like we’re connected, I feel like the connection is current. It’s really that easy.

And I often challenge people in workshops, I say, “How many meaningful network…?” Like, they say, “I’m too busy for networking,” which just means, “I don’t like networking and I don’t want to prioritize it.” And I say, “I don’t believe anybody is too busy to not be able to spend 30 minutes a month doing something intentional. How many networking outreaches could you do in 30 minutes?” Now, if you’re using LinkedIn or Facebook, a gazillion. Like, like, like, like, like, a couple of comments, you’ve got a lot of hits.

But if you wrote thoughtful emails, you could probably write five thoughtful emails in 30 minutes. And if you did that once a month, you would have done a thoughtful outreach to 60 people in a year, which is infinitely bigger than zero and it’s a value. And so, I really challenge people to do that, and they’re like, “Well, what do I do?” And I say, “Just say, ‘Hi, I was thinking about that project we worked on together and that funny thing happened, and I just wanted to say hello. And here’s what I’m doing. My kids just started college. No need to reply. Just thinking about you. But if you do get a minute, I’d love to hear what’s up with you.” Something like that.

It’s easy for them to read, it doesn’t take a lot of time, you’re giving them something. And this woman said to me, she came back to another workshop of mine three or six months later, and she said, “Patty, when you told me to do that, I thought that was the stupidest thing I ever heard. I just thought that was the stupidest thing I ever heard. I thought it was just a waste of my time, a waste of the other person’s time to have an email with no useful relevant content in it, but I took your dare, and I did it.” And she said, “I have to thank you because it has been wonderful. I have gotten back so much from these simple outreaches that have just made me smile and a few useful things even happened.” And it’s there you go. It’s another Hallelujah moment.

We tend to, I think, sometimes think about networking as this big scary thing where you’re supposed to go schmooze with highly-important influential people and get them to do something for you in the first meeting. It’s like, “No. Say hello to your friends.” That’s networking.

Pete Mockaitis
And I love how there’d been many friends that I’ve wanted, intended to reach out to, and it’s almost like a vicious cycle in terms of, “Oh, it’s kind of been a while. I feel like it’s been a while. Then I really got to bring it in terms of…” But it could just be, I love what you said, it’s like, “Hey, I was thinking about you and how we did this thing. Hope you’re doing well,” and just maybe like a comment, like, “That was really funny,” or, “I really appreciate how you did this.” It’s like, “This has come up again and again,” or, “I still haven’t thrown away your Christmas card because you’re, oh, so adorable, and it’s on my desk. Hope you’re doing well.”

Patty Azzarello
Exactly. Exactly.

Pete Mockaitis
All right. Cool. Well, tell me, any final thoughts you want to share before we shift gears and hear about some of your favorite things?

Patty Azzarello
So, just two more ideas in connect better that I’ll just mention very quickly. One of them is what I refer to as the experience paradox. And what I mean by that is a lot of people say, “Patty, I want this job but I don’t have the experience, so nobody will give me this job.” And what I mean by the experience paradox is you can’t get the job without the experience, but you can get the experience without the job.

Pete Mockaitis
There you go.

Patty Azzarello
And so, if you’re thinking of career development, that’s what career development is, is to set your sights on the job that you want, and go learn about it, talk to people, just immerse yourself in that job that you want, and look for crumbs to pick up, projects you can volunteer on to get some experience in that job. That sort of connection is really a shortcut to advancing.

And then the other thing I want to mention before I leave connect better is if I look at my own career, the outside of my own efforts, there was nothing more impactful for me than having mentors. And if you don’t have mentors, go get one. Talk to smart people and be learning from smart people. And, for me, it doesn’t need to turn into some like awkward marriage proposal of, “Will you be my mentor?” because you can just learn from smart people and they never know that they’re your mentor.

But if a relationship sparks and you find that you’re talking to the smart person a few times, all you need to do is say something like, “You know, these conversations have been so incredibly valuable for me, and I’ve been putting the things that you say into practice, and they’re working, and I’m so grateful for that. I’m starting to think of you as a mentor. Would it be alright, maybe, if I got on your calendar on a more regular basis, once a month for half an hour?” And if they say yes, you’ve got a mentor. It’s as easy as that. And do it.

Advancing your career without mentors is like climbing Mt. Everest without a Sherpa and a guide. Like, yeah, you could give that a try, but why on Earth would you? Get the help.

Pete Mockaitis
Certainly. Yeah. And it’s interesting how even in the mentorship example, it’s the experience first and then the role, if you will, of mentor protégé. It’s like, “Hey, we’re already been doing this for a while and we’re seeing that.” Very cool.

Well, now, could you share with us a favorite quote, something you find inspiring?

Patty Azzarello
So, the first one is from Picasso, and it is that, “Inspiration does exist but it has to find you already working.” And I just love that because if you’re doing any kind of creative work, if you just sit there and wait for inspiration, it just doesn’t work that way. But if you’re willing to just kind of sit yourself down and start doing it badly, just start, then that’s when the inspiration comes. And I found that over and over again in my life.

My other favorite quote is from Mary Anne Radmacher, which is about courage, and it’s “Courage does not always roar. Sometimes courage is the quiet voice at the end of the day saying, ‘I will try again tomorrow.’” And I think, particularly now, where there’s so much extra stress and pressure and uncertainty, we can’t underestimate the value of just coping, of just trying again tomorrow, “If I didn’t set the world on fire today, that’s fine. I’m going to show up again tomorrow.” I think that’s just so important.

Pete Mockaitis
Thank you. And how about a favorite study, or experiment, or bit of research?

Patty Azzarello
The one thing I have been a student of is success and watching successful people and learning from successful people. And the area that I’m most fascinated by is what it takes, is what the investment is behind that success. Because I think a lot of times we have a tendency to look at success and think it was easy for the person, and I love understanding, “What was not easy about that?” I’m fascinated by that. And I have another quote by Michelangelo, which just cracks me up, which is, “If people knew how hard I worked to get my mastery, it wouldn’t seem so wonderful at all.”

Pete Mockaitis
Lovely. And how about a favorite book?

Patty Azzarello
In terms of like business books and books that enrich your knowledge, one of my favorite, favorite books is Made to Stick by Chip and Dan Heath, about how to communicate effectively. That was just like a lightning bolt, and that kind of changed everything for me. I love that book.

Pete Mockaitis
Well, thank you. And how about a favorite tool?

Patty Azzarello
My cheque book.

Pete Mockaitis
All right.

Patty Azzarello
If you look in my tool drawer in my house, I have a hammer, and I have duct tape, I have a couple of screwdrivers, and if it can’t be fixed with that, I use my cheque book. And I’m not a gadget-y person. I have probably the fewest apps on my devices of anyone that I know, but one of my roads to success was just realizing there are certain jobs I shouldn’t do, and just being willing to outsource and get someone else to do some of the things that are not in my wheelhouse is my favorite tool – delegating.

Pete Mockaitis
And a favorite habit?

Patty Azzarello
I started about five years ago committing to exercise every single day. And for the first two years, I had a 100% record. And what was fascinating to me about that was it required much less discipline to make it not optional, because before it’s like, “Will I? Won’t I? Will I do a harder workout tomorrow?” I spent so much mental anguish in deciding on a given day whether or not I was going to exercise. And as soon as I made it not optional, boom, I got so much mental time back, and it required so much less discipline. So, I’ve been doing that for about five years now. I don’t have a perfect record anymore but I miss a handful of days a year, which, for me, is close enough.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with people; they quote it back to you frequently?

Patty Azzarello
You know, it kind of gets back to our theme that’s been running through this conversation about not staying too busy. And it’s one of the most highlighted things in my book Rise which is, “You have to find a way to deal with all of the work, not do all of the work.” You can’t just let stuff drop on the floor, but, man, don’t just do it all as it comes across the table. Deal with it all and do the stuff that matters.

Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?

Patty Azzarello
I would point them to my website, which is AzzarelloGroup.com. And I also have an online professional development program that’s called my Executive Mentoring Group. And you can find that at ExecutiveMentoringGroup.com, or if you don’t want to type so much, ExecMentorGroup.com.

Pete Mockaitis
All right. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Patty Azzarello
Schedule some time to think. If you’re not doing that already, schedule some time to think, and use it to conquer your busyness, and make sure that the look better and connect better portions of your efforts are not zero. But it all starts with scheduling time to think. Give yourself that gift.

Pete Mockaitis
All right. Patty, this has been a treat. I wish you lots of luck and all the more rising.

Patty Azzarello
Thank you. It’s been super fun.