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1112: How to Beat Digital Exhaustion and Reclaim Your Energy with Paul Leonardi

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Paul Leonardi reveals how notifications, multitasking, and endless tools quietly burn us out–and how you can reset your energy.

You’ll Learn

  1. The two hidden forces behind your digital exhaustion
  2. Simple ways to reduce attention-switching
  3. How to reclaim your energy from your devices

About Paul

Paul Leonardi, PhD, is the award-winning Duca Family Professor of Technology Management at the University of California, Santa Barbara. He is a frequent consultant and speaker to a wide range of tech and non-tech companies like Google, Microsoft, YouTube, GM, McKinsey, and Fidelity, helping them to take advantage of new technologies while defeating digital exhaustion. He is a contributor to the Harvard Business Review and coauthor of The Digital Mindset.

Resources Mentioned

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Paul Leonardi Transcript

Pete Mockaitis
Paul, welcome!

Paul Leonardi
Hi, thanks for having me, Pete. I appreciate it.

Pete Mockaitis

Well, I’m excited to be chatting. We’re talking Digital Exhaustion. But first I want to know, I understand you are the youngest blackbelt in U.S. Aikido history. Tell us about that.

Paul Leonardi
Well, I was, at least circa 1992, or somewhere around there.

Pete Mockaitis
I assume 12-year-old or someone just have to usurp you. The nerve.

Paul Leonardi
Yeah, well, they might have in the last couple of decades. Yeah, I started practicing Aikido when I was in second grade, and I didn’t like it when I started because I just wanted to be like Bruce Lee or the Karate Kid and punch and kick stuff. And my parents didn’t like that idea very much, and said, “We’ll put you in a defensive martial art,” and I didn’t really understand what that meant.

But Aikido is about using your opponent’s energy and reorienting it so that you can throw and pin and do things like that. And I think it’s actually turned out to be a pretty good metaphor in my life. Like, how do you take energy that’s moving in one direction and recast it so that you can move in other directions and do productive things?

And so, I’ve really enjoyed, you know, I don’t practice regularly anymore. But it’s certainly an important part of my identity. And what was kind of interesting is I did it with a bunch of kids, and several of those kids ended up going on to graduate school and getting PhDs. We didn’t come from like an affluent or highly educated area.

But I think there’s something about the discipline of doing a martial art, combined with, and Aikido is very much like this, where you have to do improvisations all the time on key techniques to deal with opponents that are doing different things. And that kind of focus of technique plus improvisation is something that lends itself really well to doing research and focusing on topics, you know, sort of ad nauseum for a really long period of time.

Pete Mockaitis
Well, I’m glad you mentioned directing energy because that’s exactly where I thought this might go. This is we’re talking about digital exhaustion. Well, first, can you define what do mean by this?

Paul Leonardi
It’s a hard thing to define in words, but let me try to define it in actions, behaviors. So, here’s the story I get from a lot of people. “I get midway through my day. I’m staring at my screen. I realize I’m just scrolling. I’m clicking on some random stuff. I know that there’s an email that I should respond to, but I just don’t want to do it. My eyes are sore, but I can’t look away from the screen. And I just feel this sense of bleh, even though I still like my job and I like the work I’m doing.”

I think that really characterizes the feeling of digital exhaustion. It’s that we are so enmeshed in this world of communication and tools and data coming at us. And we need it, and it’s useful, but it’s also just wearing us out.

Pete Mockaitis

Well, could you share with us, I think many of us can relate to that, like, “Oh, yeah, sure. Okay, mm-hmm, understood.” I’m wondering if you discover anything really shocking as you dug in your research here.

Paul Leonardi
One of the things that I expected to hear from people was, “I’m going to…like, I want to give up my tools. I want to go on a digital detox. I want to stop using…” name your social media platform. And rarely anybody said that to me. Most people said, “I want to be able to do all the things, but I need to figure out how do I do it better? How do I do it in a way that feels like I’m in control and isn’t sapping all of my energy?”

And I thought that was interesting because most of the discourse that we have today seems to be you have this sort of either/or choice. You’re on social media or you decide not to be on social media. You get a dumb phone or you get a smartphone. You stay away from your tools, right, whatever it might be. And we just don’t live in a world where you can choose to walk away from most of our technology. And most people don’t want to because our tools do great things.

If it weren’t for the internet and video conferencing and USB mics, we wouldn’t be having this conversation right now. So, we like our tools, we want to use them, but we need to reorient to them in ways that are making sure that they’re energizing us, allowing us to be productive, being engaged and not sapping us of all our enthusiasm and excitement.

Pete Mockaitis
Well, I wonder, are they? I mean, I think some of us feel it, like, “Yes, my phone is a problem.” And I wonder if others among us are not even aware of damage being done. Can you orient us to the lay of the land with the research here?

Paul Leonardi

I started questioning people about feelings of digital exhaustion in, roughly, 2001, 2002. And I did that because I had a few experiences when I was doing some research at this large atmospheric weather science organization.

And the scientists and the admin people there kept telling me about how they love doing research about atmospheric conditions, and they loved working with these fancy computer models. And they thought they were really making a difference by giving reports to the FAA to help with plane routings and things like that.

But that they just start were feeling like there was so much data coming at them and so many different tools that they had to learn, that they were kind of feeling overwhelmed. And almost everybody that I talked to said that. And when I asked them, “Okay, well, do you feel like you are exhausted by your tools?” roughly half of them said immediately, “Yes!”

And the other half said, “What do you mean exhausted by my tools? I mean, I kind of feel like worn out by them, you know, but exhausted? I don’t know. I just use them.” So, I’ve been asking that question ever since. And I’ve asked it thousands of times. And I’ve got over 12,000 people that I’ve interviewed and surveyed for the book.

And what’s happened over time is that, each year, it seems, that I asked that question, more and more people from that 50% that said, “No, I don’t feel exhausted,” have been moving into the exhaustion camp. I think we’re becoming more and more aware of the toll that our tools take on us.

And when you read a lot of the popular press and books and things, like Jonathan Hyde’s The Anxious Generation that talks about these big problems associated with social networking sites amongst adolescents, in particular, I think more and more of us are becoming reflective about the role that technology is playing in our everyday lives in ways that we hadn’t really considered before.

So, there’s this dark side that comes with all of the positives of using our technologies and that awareness has been growing.

Pete Mockaitis
So, boy, 2001, those feel like quaint, simple times as compared to today.

Paul Leonardi
Yeah, I know. It’s true.

Pete Mockaitis
So, what’s our percentage at nowadays with your surveys with regard to digital exhaustion?

Paul Leonardi
Yeah, so I survey people on a scale that goes 0 to 6, and it’s probably not super interesting to talk about why that scale is 0 to 6, but what in 2000 to 2001 timeframe, the average response was about a 2.5. So, you know, like, “Okay, I feel a little exhausted,” but sort of low. In 2022, which is the last time that I really conducted a large-scale survey of this, it was up above 5. So, it’s doubled in that 20-year period.

And what’s interesting is there’s been two major inflection points, so two points at which the graph just sort of trended up. The first one was right around 2010, and that’s a particularly important period because we had just seen the introduction of the iPhone two and a half years prior, and Facebook reached a hundred million monthly active users at that point. So, 2010 represents a period of time where social media, in particular, really has, you know, arrived en masse for most people.

And then the second inflection point was 2021, and that’s right after COVID. And, of course, we all know that even for those that worked really intensely on screens and in a very digitally mediated world before COVID, the move to mass working from home, interacting with everybody through digital platforms really seemed to create another spike in that graph.

And what surprised me is that I would have expected at both of those points, as I was watching those numbers increase in real time, some decline afterwards. But I’ve not seen a decline in either of those trends after 2010 and after 2021. The numbers just sort of remain flat. And so, I wonder if we just kind of keep adding a digital tax to our lives and have not been finding a way to reduce that burden.

Pete Mockaitis
And I also wonder, you asked about exhaustion associated with the use of the digital tools, are we pretty sure folks are attributing it accurately or correctly, there’s not some mystery third force bringing in exhaustion upon us and we just blame the tools?

Paul Leonardi
There absolutely might be. You know, there’s a whole confounding set of factors that are important to consider when we talk about exhaustion. One is stress. We get stressed by lots of different things. Not all stress is bad, right? Some stress is good. It creates an adrenaline and cortisol release that allows us to do good things. But we get stressed, and stress is different from exhaustion, I would say. Stress is kind of the more momentary feeling of, “Oh, you know, I just have to respond to these emails. It’s driving me nuts.”

And exhaustion is the cumulative effect of those stressors over time. Now, we get stressed by many things other than our technology, right? We get stressed by the demands people placed on us. We get stressed by, you know, the way people act or behave towards us. We get stressed by the volume of work we might have. So, there’s lots of other stressors that are kind of mingled in with the digital activities that we’re engaged in.

Also, stress and exhaustion are both kind of driving forces that can lead, ultimately, to burnout in our jobs. But burnout is a much bigger concept than exhaustion because burnout is about how we orient to our work more broadly. Are we getting opportunities for promotion? Are we feeling like we’re making a difference? If we don’t have those kinds of things, the research suggests that we tend to feel more burnout.

Exhaustion, though, is a critical component of burnout. Christina Maslach, who developed one of the best burnout inventories, talks about emotional exhaustion as being one of the key predictors of burnout. And it’s perhaps the one that is most prevalent when you are talking about burnout is like how emotionally worn are you. So digital exhaustion is certainly a part of that. Is it the only thing? No. But I do think it’s one important factor that we can control through some changes in our behavior.

Pete Mockaitis
Well, shout out to Christina Maslach, a guest of the show. Yes, understood. Well, then, I’m curious, theoretically, these digital devices “should” be making our lives easier, simpler, better, lower stress, right? Like, whereas, before we had to do all these old-fashioned things, like, you know, find an envelope and a stamp, to send an old-fashioned letter before email.

Or, you can just ramp it up, or we have to mosey on over to a computer to send a note as opposed to getting it on our phones, etc. So, in some ways, or at least that’s part of, I’d say, the promise or the marketing or the hype associated with tech tools, and we’re hearing it now with AI, “It’s going to make your life so much easier.”

Paul Leonardi
Oh, yeah. Oh, yeah.

Pete Mockaitis
How is it that it is a factual statement that I can spend fewer minutes of my life achieving a given outcome by utilizing these digital tools, and yet, I feel more exhausted instead of less exhausted with this empowerment?

Paul Leonardi
Yeah, it’s a great question and it feels like a paradox of sorts, doesn’t it? But let’s take a look at two major drivers of our digital exhaustion – attention and inference. And let me try to give you an example of why what you’re saying, you know, our tools help us to do these things that are supposed to make our life easier, but at the same time end up contributing to our exhaustion, like how both of those things can exist simultaneously.

Okay, so let’s start with attention. We, as humans, appear not to be very well made to move very quickly across lots of different tasks. Our brain takes a beat to disengage from what it’s doing and reengage in a new context. And there’s lots of good science that shows that the kind of disengagement that needs to happen makes it difficult for us to multitask.

But our devices are demanding more and more switches and attention from us all the time across different applications, across different areas of work, across different arenas of our life, from work to home and etc. And we’re just not made for those rapid switches in connection and disconnection that technologies create for us.

So, you’re right on the one hand that it’s wonderful that if an urgent work problem presents itself when I’m at a soccer game for my kid, I don’t now have to, like, you know, maybe 15 years ago, I got the phone call and I’m like, “Oh, no, I need to leave the soccer game and run into the office.” And that would have been really disruptive. Now I can deal with that problem on my smartphone pretty easily from the soccer field.

But what that has created is this fracturing of our attention between my home life and my work life. And I’m now, all of a sudden, situated physically on a soccer field doing work, disembodied, right, and I’m working through my screen in order to sort of be in the office. Not to mention that I’m on an application and, like, I’m working in Google Docs, and all of a sudden, I get an email notification, and I quickly switch to go see what that email notification is.

And then I go back to my Google Docs, and I don’t seamlessly pick up where I left off, because it takes a while for me to re-adjust and port my attention over from the thing I just left. And there’s lots of good research. Gloria Mark is one of my favorite scholars who does a lot of work on attention. And she gives an example that I love, which is that our attention is like a whiteboard.

We think that we’ve written all over the whiteboard and we just erase it and we can write something new. But if you look at most people’s whiteboards, you realize there’s still residue left over from what they wrote before. It’s really hard to erase everything.

Pete Mockaitis
Got to get the spray cleaner going.

Paul Leonardi
Oh, yeah, that little “pst, pst, pst” going. And that’s what our minds are like. And so, it takes time for us to reorient to different activities. And that reorientation, those switches in attention that those reorientations require, are really a great source of our exhaustion, even though the technologies that are allowing us this access in multiple ways are making our lives easier. So that’s one example right around attention.

The next one is what I call inference. And inference turns out to be a huge driver of our exhaustion. And let me kind of take it this way. We are inundated with many, many, many data points all the time. Pieces of emails that come at us, right? We see images that are posted on Instagram or little videos on TikTok. And we get a glimpse about, “Well, what is this person interested in? What is this report really saying? I got this little bit of data from our customers about how many emails they open or whatever it might be.”

And we are constantly forced to grapple with the fact that we see a little and we know we don’t see the whole picture. And so, we’re always trying to fill in the blanks or make assumptions about what’s going on behind the scenes. And that inference-making is like turbocharged now, because we’re constantly inundated with pieces and half-truths and little examples and almost never the full picture. And it takes a lot of cognitive and emotional work to be in a constant state of inference-making.

One example that I love is that I talked to, in interviews for the book, this guy by the name of Dean, and Dean was telling me how, when he was just after graduating college, his buddies wanted to go on a bicycle trip through Europe. And he decided at the last minute he couldn’t go because it just wasn’t a financially prudent move for him.

But he kept watching on Instagram, you know, all the great places they were cycling, the beautiful vistas that they saw, the great pubs that they went to along the way and the friends they were making, and he was making all of these inferences about how they were having the time of their lives, how he felt like a loser because he couldn’t go on the trip with them, so on and so forth, right?

And this might just sound like, “Okay, so what? You’re looking at a bunch of pictures of people’s posts on Instagram.” But having to contend with a world out there that’s giving you pieces of information and making sense about, “Where’s my role in that?” is a really exhausting experience. And we do that all the time. Sometimes it’s through images. A lot of times it’s through just pieces of data that are coming in.

And we’re always looking at ourselves in these platforms also, “How do I appear to other people?” And then making inferences about, “How must they think that I appear given what they see about me? And, oh, did I give the right impression? Did I not?” So, if that all sounds tiring as I’m explaining it, think about what it’s taking in our minds and in our hearts to do that.

Pete Mockaitis
Yeah, boy, you really put a nice point on that and in terms of inference being exhausting. And I’m thinking and talk about half-truths, I find it, I feel that when I watch the news, because I’m doing exactly that, I’m trying to make sense of what’s being communicated to me. And, particularly, I’m going to say politicians, or statements by leaders of technology or business, in terms of, “Is that true? Why do you suppose you said that? Am I being lied to right now? And is that partially true?”

When you said half-truths, I could imagine, in a way, that’s how I feel about most also marketing communications, particularly around AI products, I’d say in terms of, “Okay, what you’re saying seems to be technically not a lie. Like, this application does, in fact, do the thing you say it does. However, it does so unreliably and inconsistently with such need for correction, fixing, editing, redoing, babysitting, it’s like, I’m not quite sure it’s actually useful or value added at this stage of the game in late 2025.”

And, in fact, I saw a study associated with software engineering, for example, which says, “Hey, we actually did a randomized control trial associated with folks who are using AI versus not using AI, their experience, they know their code base and what they’re up to. And when you measure it on the clock, it was slower, fixing the AI errors.”

And yet it feels faster because sometimes it gets it right, and it’s like, “Whoa, that’s impressive.” And it’s just a good feeling and it is sort of, like, wowing. And so, I think you’re right, in a world where we’re getting lots of half-truths, it is exhausting. And I’m coming back to flashback. I had to check out, potentially getting a new roof.

We own a little multifamily home in Chicago, and it was over a hundred years old, the building. And so, it seemed like, “Oh, yeah, that roof may need some care.” And so, I was having a heck of a hard time getting anybody to come on over. So, I was like, “You know what, the heck with it. I’m just going to call 20 roofing companies.”

Paul Leonardi
See who shows up? Right.

Pete Mockaitis

“And we’ll see how many people show up.” And I got about five, which, I mean, is striking there.

Paul Leonardi
That’s about par for the course these days. Yeah.

Pete Mockaitis

You know, 15 out of 20, just don’t even want your money, but, okay. So, I got about five, and it was so tricky because some people say, “Oh, no, you got to tear off the whole thing and just start again.” And others were like, “Oh, no, we can just put another layer on the existing.” And it’s like, “Well, putting another layer is much cheaper, and so I would like to do that if I can, but can I?”

And I found it very mentally exhausting because, here I am, it was about three versus two, the opinions on just another layer versus just tear the whole thing off. And I think that this is just so common of so many situations. It’s like there’s ambiguity and we’re getting different messages from different people.

And you’re wondering, “Am I being straight up lied to by one of them? Is there a nuance I’m not understanding? Like, how can I deduce what is true?” And it’s exhausting. I see the same thing when I’m evaluating potential marketing initiatives. It’s just like, “Well, who knows what’s going to happen?”

Paul Leonardi
I like your roofing example. It rings true. Maybe we’re just unlucky and need to buy roofs, the two of us, but I think this sort of puts it into perspective. In 2000, or like early 2000, I also owned a rental property that needed a new roof. I’m not making this up. And I also got some conflicting bids.

And I remember thinking at the time, that I know nothing about roofing and I still don’t really know much about roofing today. And I had few ways of really knowing what was the best course of action. And, more importantly, I didn’t know, I didn’t think that I could find out. I really needed to figure out who was the best expert or who could I trust and I would lean in on their expertise.

Today in 2025, if I needed a new roof, and I got conflicting estimates that said, “You needed to do things,” the first thing I would think is, “I can figure out what really I need here.” We have this impression that the world’s information is at our fingertips, and if I only look in the right places and if I do the right kind of research, I’ll be able to determine what the right course of action is. The reality is, even though we might think that, it’s really hard to do.

But knowing that the possibility exists, and thinking I should be going and looking for it is exhausting. And for many people, it’s demotivating. And this is one thing I found over and over again as I was doing the studies for this book, that when you reach these kinds of critical decision points where you feel like, “The world’s information is at my fingertips and I should be able to make a great decision out of this, and I’m an idiot if I make the wrong decision,” people just don’t act a lot of times. It stalls them.

A kind of a funny related story, this was maybe 10 years ago. I was doing some work with a really large company, a software company that is, I won’t name, but is very into search. And I was with a group that sort of, that helped advise companies about ad buying.

And what was really funny to me in these meetings was, somebody would come, like a project manager would come, and they would say, “Okay, here’s the strategy that we think we’re going to use to advise this company on how to make their ad purchases,” how to increase click through rate, let’s say.

And someone on the team would say, “Oh, do we have data to test your hypothesis?” And then everybody would kind of giggle, and be like, “Yes, we have all the data.” And so, they would say, “Well, go test that hypothesis and then come back and then we’ll decide if we should advise the company to do this or not.”

So, they would come back, and then someone would say, “Hmm, what if this?” “Oh, do we have the data for that?” And then they’d all laugh and then they’d go back. And it was this whole, like, analysis, paralysis by analysis. It’s like they almost never made decisions about what to do because they realized, “We have all the data. We should just keep going back and looking at it.”

And this is the kind of thing that I see people doing all the time, is we just don’t act because we feel that we should do more. And the act of trying to do more is exhausting, and knowing that I’m never going to get the complete amount of information wears us out just thinking about that. So, it’s this matrix of data and technology and expectation and inference that we’re trapped in these days, I think, that creates these real deep feelings of like, “Aargh, why do I have to do more? Why can’t I just break free?”

Pete Mockaitis

Understood. Okay. Well, I think this is hugely valuable already, just surfacing what’s going on, “Oh, hey, you’re doing a lot of attention switching, you’re doing a lot of inferring, and you have too much to look at with regard to your switching of attention and your potential extra data points to go about your inferring.” So, Paul, lay it on us, if we want to find more energy, less exhaustion, what’s the most leveraged stuff we can do to achieve this?

Paul Leonardi
Yeah, so where I like to begin is to say, if you understand that these attention switches, this inference-making, these are the key contributors to our exhaustion, then what we need to do is figure out, “How do we reduce the amount that we are switching our attention and the inference making that we have to do?” So that’s the big picture. Those are the things we need to work on.

So, then we can start to talk about very specific strategies that help us to do that. One of them that I love that I call, it’s rule number three in my book, it’s called make a match. And the premise is simple. The execution, though, is harder. So, here’s the premise. We often are dealing with situations that are ambiguous. The answer is not straightforward. There’s going to be some amount of negotiation or conflict that I need.

These are regular occurrences in our work days and in our lives outside of work. We also deal with some situations that are pretty straightforward. You know, like, “Are you going to pick up the kid or am I going to pick up the kid?” “Do we send this email to the client tomorrow morning or this afternoon?” We don’t need to reduce a lot of ambiguity, have a lot of discussion around a lot of those issues. They’re pretty easy to resolve.

What I see happen often, though, is that we choose the wrong medium, the wrong tool for the job given the level of ambiguity, disagreement, discussion that needs to take place. So, think about an issue, I’ll just give an example of something that happened to me. We needed to do some re-budgeting in the department that I worked with, and I chair a department and I was working with one of our assistants.

I happened to be traveling. I was in Europe when this issue came up and we needed to sort of quickly talk about the budget and recategorize some things. And I just kept thinking, “This is like a straightforward issue. Let’s just do X, Y, and Z.” And my admin person that I was working with kept, like, responding in these kinds of weird ways. And it wasn’t clear that she was going to make the changes that I was suggesting.

And then, like I would get kind of more upset and my email became a little tenser, and I said, “Look, we just need to act on this.” And then there was a day of response, compounded by the fact that I was overseas, and I was eight hours’ time difference. And this became such an emotionally exhausting interaction for me because I began to think, “Oh, man, she’s trying to subvert me. Like, she’s not responding on purpose to this.”

And I was kind of spiraling, having these negative assumptions. And what I realized kind of in the process was, “You know, this is not a super simple issue. My first impression was this was simple, but if I really thought about it, this is much more complex. And I’m trying to resolve this complex issue through email asynchronously. And we have this time difference.”

“And the best thing that I could do to reduce this ambiguity and to stop me making so many assumptions and her making so many assumptions is just to hop on a Zoom call.” And we did, and we hammered out the whole issue in like 10 minutes. But it was two days, or almost three days, of me like wasting my life away, it felt like, being upset about this. I talked to my wife, I was like, “Oh, I’m so frustrated by this interaction that I’m having.”

But what didn’t I do? I didn’t stop to say, “What am I trying to accomplish here? And what’s the best mode of interaction to deal with this problem? It’s an ambiguous situation. It’s going to require some collaboration, some real time discussion.” And if I just had picked up the phone, just had done the Zoom, I would have resolved this so much faster.

But when we don’t do that, things escalate. We send more emails that are pulling us out of our attention that we’re paying to other things at the moment. We’re forced to make more inferences about, “Why didn’t this person respond faster? What did they mean?”

And the same goes in the opposite direction, that if we have a super simple issue and then we have a big meeting to discuss it, when really it was like, we pretty much could have just decided this via email, we waste a ton of time and attention and emotion talking to death about something that we could have resolved much more easily.

So, we can reduce our attention, we can reduce the amount of inference that we’re making, if we’re matching the complexity of the challenge with the capabilities of the tool. So, the shorthand here is, if you’ve got a more complex challenging issue, you want to use a tool that’s going to put you in real-time collaboration and discussion so you can resolve those issues interactively.

And if you have a pretty basic kind of thing that you’re trying to solve, then switching to a low-fidelity medium that just like allows you to say yes, no, agree and move on, probably is going to be the best bet. So, making a match between those information requirements and the capabilities of the technology is one key way to reduce that inference-making and attention switching.

Pete Mockaitis
That’s handy. And I’m also thinking about making a match associated with the time necessary for something. I think if you’ve got a mismatch on either side, it’s frustrating and annoying in terms of, “Why are we having a three-hour meeting about this? This is ridiculous,” versus, “Okay, we’re just going to figure out this tricky challenge that’s been vexing the business for eight years in our little 30-minute call.”

Paul Leonardi
Exactly.

Pete Mockaitis
Well, either way, you’re going to find frustration if you have a mismatch of the tool, the medium, or the time. And then I think that expectation piece as well is tricky in there because it almost seems like you “should” be able to resolve it in the time that you have scheduled for it when you may just have scheduled the wrong amount of time.

Paul Leonardi
Yeah, and then everybody feels frustrated and demotivated because, “Well, clearly, we didn’t do our job right. We should have figured this out in an hour. We must be a dysfunctional group or we must not have brought the right information to this meeting.” When, to your point, perhaps it was an inappropriate time allotted for this in the first place, “And we never could have done it. And now we just all feel worse for having tried.”

Pete Mockaitis
All right. So, make a match. What’s your other favorite approach?

Paul Leonardi
Yeah, another one that I really like is the first rule that I talk about, which is reduce half your tools. And this is one that a lot of people give me the side eye about when I say it, like, “What do you mean by just like stop using half of my tools? Am I really going to be able to do that?” The answer is, yes, you’re really going to be able to get most of the way there at least, you know, 50% is just a rough number anyway.

But if you think about these ideas of attention switching and inference, the fewer tools that we have in our toolset, the less likely we’re going to be to suffer the problems associated with those two drivers of exhaustion. So, one of the things that I really suggest that people focus on is to look at, and really make a list of, “What are all the different technologies that I’m using on a daily basis?”

I used to ask people to do this 10, 15 years ago, and they come up with about 10. And a lot of those were hardware. So, they would say, “I use my laptop, and I use my BlackBerry, and I use…” you know, whatever. Today, the number is more like 30. People come up with about 30 different tools that they use in a regular day, and most of those are applications. Many of them are at work, “I use SharePoint. I use Zoom. I use, whatever it might be, ChatGPT.”

And many of those are at home, “I use Instagram and I use Zillow and I use Game Changer app to keep track of my kids’ games.” And one of the things that I recommend is, when you make this list, that you first start going through and you say, “Okay, well, which ones of these do I have the actual power to cross off this list?” And, usually, we have more power at home than we do at work.

And then I say, “Well, which ones are functionally duplicates of each other? So, are we using two tools to do roughly the same job? So, do I have a Zoom meeting sometimes and then I have a Microsoft Teams meetings other times? Or do I use Canva and Photoshop, when, really, they’re doing the same thing and I don’t know why I use both of them anyway?” And so those are candidates for reducing from our list.

And then there’s other ones where, “I’m actually just sort of in charge and there aren’t network effects.” So, you know, it may be that I say, “I really would love to give up Slack in my organization, but I can’t just give up Slack because everybody uses Slack, and they depend on me.” However, I’ve talked to a lot of people that have two or three team chat applications. And when I ask them, “Well, why in the world does your team have two or three?” nobody can really recall.

And so, what I find is that many people have told me that they actually will raise this in their organizations, and say, “You know, like we’re chatting on Teams and on Slack and on this third application. Like, is it possible we could just reduce to one?” And usually the team is like, “Yeah, like why don’t we just stick with Slack or whatever?”

And so, we actually do have the power to reduce the number of tools in our toolset. I think, in more ways, we have more degrees of freedom than we typically think we do. And doing that just means that now we’re switching between fewer applications and we’re doing fewer things that are creating those attention-switching and opportunities for inference.

You know, just a super quick example in my own life, it used to be that in a given morning, I might be on Zoom, Microsoft Teams, and Cisco’s Webex, you know, I would be doing video conferences on all three. And that doesn’t sound like a big deal except that I’m very comfortable with Zoom, because that’s the one my organization uses most often.

And when I switch to a different one and I’m trying to share my screen or engage in the chat or create a breakout room, there’s those moments of, “Oh, where’s the button for that? And how do I create the breakout room because I’m not as familiar with the other platform?” And it’s those little moments of friction that add up to be exhausting.

And reducing those, as much as we possibly can, just give us a cleaner starting point and is going to reduce the odds that we’re going to feel exhaustion from our tools if we can reduce the toolset. And my advice to leaders in organizations is that, often it’s difficult to really make a noticeable difference in the volume of tools that we have unless you step in and you make some decision.

I had one senior leader tell me, “You know, I think of this like the Smokey the Bear slogan, ‘Only you can prevent forest fires.’ It’s like, I feel like I’ve really realized only I can prevent technology proliferation.” And that’s because you’ve got the model for many of these SaaS vendors who sell tools in your company, is to price it in just a way that anybody can buy that application with their credit card.

It sorts of sneaks in right below the spending limit of, “I need formal approval from IT.” So, you get all of these applications that kind of spring up everywhere. And unless you have someone looking and saying, “Look, we’re not paying for 20 different subscriptions to the same kind of tool,” or, “We don’t need three different kinds of computer rendering platforms,” it’s really easy to get stuck with too many tools and increase our overload.

Pete Mockaitis
Yeah, it’s interesting how I’ve experienced this and, it’s so funny, it doesn’t seem like it “should” be that big of a deal. But if I have to hop into six different tools to accomplish a task, even if it’s only like a 10-minute task, it really does take a toll, more so than if I were just cruising through email, say, for 10 minutes. And it’s just so funny that that’s just kind of the human condition.

Paul Leonardi
It’s true. And we don’t notice it. I think I liken it to running sprints, okay? So, if you run all out on a sprint, let’s say for 10 seconds, and you cover a hundred meters, you feel pretty good. And the next sprint that you run, if you’re not resting adequately, you might cover a hundred meters in 12 seconds. And then the third one, you cover a hundred meters in 14 seconds.

You feel energetic, right? You feel like, “I can do it,” but it’s the accumulation of that fatigue over time that eventually hits you, and someone says, “Okay, run one more hundred-meter sprint,” and you’re like, “No, I can’t do it. I’m too exhausted.” And it’s those little micro moments that add up to big exhaustion feelings at the end of the day, just like you described.

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

Paul Leonardi
I just want to say, okay, AI, this is where I think AI, if we do it right, because we’re still in the early stages, could be really useful. If we can figure out how to put AI in a role that helps us to stay engaged in a task, keep our focus without having to switch across so many different applications, without having to go look for so many different pieces of information, that’s where these tools could be most useful in helping to reduce our exhaustion.

So, I’m optimistic. I wouldn’t say that I think that that’s where everything is going, but I’m optimistic that these tools might be helpful as they keep us in our workflows, keep our focus and engagement in areas that we want by reducing the number of tools we need to switch across and reducing the amount of attention changes that we constantly have to make.

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

Paul Leonardi
It’s attributed to the philosopher Voltaire. I’m not sure if there’s any real record that he said it, but the older I get, the more I appreciate this quote. And it’s, “Cherish those who seek the truth. Beware of those who find it.”

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

Paul Leonardi
Yeah, one of my all-time favorites is The Jam Study that was done by researchers at Stanford, Iyengar and Lepper. And what they looked at was people buying jams. And it was a really neat little experimental condition where they showed people, I forget the exact number, but like three or four jams, and then said, “How many did people buy jam?”

And then they gave them a display that had like lots of jams, like 20 jams on them. And then they said, “How many people bought jams?” And you’re way more likely to buy a jam if you saw three or four jams than if you saw 20 jams. And their conclusion was too much choice is demotivating. And I love that. It’s a simple study, a powerful finding. And every time I go to a restaurant and get one of those menus that seems to span 30 pages and can’t decide what I want to eat, I remember that study.

Pete Mockaitis
Yeah. And a favorite book?

Paul Leonardi
One of my favorites is At Home by Bill Bryson. I just really love the way Bill Bryson writes. He does a couple of things. One, he just takes these, what you would think are mundane topics, like At Home, he has a 17th century English farmhouse that he lives in, and he uses that, he walks through every room in the house, and uses that to talk about, “Well, what was life like four centuries ago?” And that’s cool.

Pete Mockaitis
All right. And a favorite habit?

Paul Leonardi

This is one that I’ve been cultivating much more since writing the book, and it’s about being intentional. So, when I pick up one of my devices, or I’m going to get on my computer, I really take a beat and think, “What am I trying to accomplish? And how will I know that I got there?” And what that does for me is it allows me to bookend my experience.

It tells me, “You did it. Time to close your browser,” or, “Okay, you finished doing this. Time to put your phone down.” And if I don’t start with that intention, it’s easy to spiral into just continuing to scroll and doing all the things that make me exhausted. So that’s my new favorite habit, be intentional every time I sit down in front of a device or pick one up.

Pete Mockaitis

Okay. And is there a key nugget you share that really connects and resonates, and people quote back to you often?

Paul Leonardi

Yeah, they say about this, the idea of, “I don’t want to give up all of the technologies that do great things for me. And I haven’t been able to figure out what I’m supposed to do then to find the right balance.” And the fact that you give some rules and say, “Technology is not the problem. It’s how we use it, how we orient to it, that it really is,” they tell me that’s been empowering.

Pete Mockaitis

All right. And if folks want to learn more or get in touch, where would you point them?

Paul Leonardi

Yeah, I say go to PaulLeonardi.com, or you can find me on LinkedIn. I think P. Leonardi is my handle there. Those are great places to find me, or at UCSB’s Technology Management Department.

Pete Mockaitis

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

Paul Leonardi
Yeah, I would say really practice being there, wherever you are. We live in a world that makes it very easy for us to be everywhere else but here, which we can teleport in our minds to places, we can be on our devices and be halfway across the world. But there’s a real power in just being where you are, be in the meeting, be in the conversation, be with your kid. Try that and I think you’ll see there’s a big difference.

Pete Mockaitis
All right. Paul, thank you.

Paul Leonardi
Thanks so much for having me.

1111: How to Get Better Results from AI to Amplify Your Productivity with Gianluca Mauro

By | Podcasts | No Comments

Gianluca Mauro discusses the mindset and habits for getting the most out of AI tools.

You’ll Learn

  1. How to avoid the trap of AI “workslop”
  2. What you can and can’t expect AI to do
  3. The CIDI framework for better prompting

About Gianluca

Gianluca is the Founder and CEO of AI Academy, an AI education company founded in 2017. AI Academy has trained more than 12000 individuals and teams to harness the power of artificial intelligence for more productivity and better results.

Gianluca has over 10 years of experience consulting and building AI for organizations and currently teaches at Harvard’s Executive Education programs. He’s also the author of the book Zero to AI and the investigation on AI gender bias “There is no standard’: investigation finds AI algorithms objectify women’s bodies”, published in The Guardian.

Resources Mentioned

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Gianluca Mauro Transcript

Pete Mockaitis
Gianluca, welcome!

Gianluca Mauro
Hey, thank you for having me.

Pete Mockaitis
Well, I’m excited to be chatting with you about AI. You are a genuine expert. You’ve been researching and studying this stuff way before even normal folks had heard of this ChatGPT business. So great to have you. And tell us, any super surprising discoveries you’ve made along the way as you’re researching and teaching this stuff?

Gianluca Mauro
Well, first of all, I think something that is interesting to think about is when ChatGPT came out three years ago, it was the “Oh, my God” moment for most people, right? But AI has been out there for quite some time in different shapes and forms and with different levels of usefulness, let’s say. And I think the first “Oh, my God” moment for me was when I realized that, basically, every industry and every professional could find a use for AI.

And I’ll tell you probably what was the most interesting, or strangest maybe, project I worked on. I worked on an AI project to control the quality of diapers in a factory. So, yes, you can use AI for pretty much everything.

Pete Mockaitis
Well, now I just can’t let that go. How does AI help do quality control for diapers?

Gianluca Mauro
Well, so are you ready to go on a journey on how a diaper factory production unit works?

Pete Mockaitis
I imagine AI might be able to analyze rapid photographic imagery of diapers as they come off of the line to assess quickly potential for defects and fix the issue more quickly upstream prior to them being packaged and having to be thrown away. But I’m totally making that up.

Gianluca Mauro
You got it.

Pete Mockaitis
Oh, I feel like a genius. Yes!

Gianluca Mauro
Oh, my God, you are. This is extremely accurate. Extremely accurate. We had this issue that, you know, they basically have, a diaper is basically two layers of elastic material with something that is absorbing in the middle. And then if you pull this elastic material too much, it breaks, especially when you’re cutting it into shape.

Pete Mockaitis
Been there.

Gianluca Mauro
Yeah, exactly. So, if you had kids, you know that that’s not fun. So, we were looking at all these pictures in the factory as they were cut into shape to try to understand, well, what was the ideal size of those big elastic rolls and try to basically optimize productivity. So, that was quite a crazy moment because, think about this.

I did this project maybe seven or eight years ago, so three or four years before ChatGPT came out. It was not obvious for anybody or for any company that they might have a use case for AI.

So, imagine me when I went and pitched a diaper production company, “Hey, maybe you should look into AI to minimize the mistakes, the defects that come out of your factory.” It was not obvious at all. It was quite interesting to find actually amazing use cases in that context as well.

Pete Mockaitis
Well, that’s very, very intriguing. Well, so we’re talking about everyday professionals utilizing ChatGPT or other AI tools to be more productive. You’ve got a LinkedIn Learning Course on exactly that. So that’s pretty handy. Could you maybe start us off by sharing what’s perhaps a fundamental misconception or mindset shift that helps make all of this stuff make sense?

Because I imagine we could spend all day talking about, “Oh, here’s a really cool prompt,” or, “Oh, here’s a fun little tactic,” “Here’s a nifty little thing you might try.” But could you maybe set the stage for us on a more principled foundational level to help us scaffold the rest?

Gianluca Mauro
Absolutely. And I think the most important thing for everybody listening, you need to understand that, in order to really get value from AI, the number one thing you should focus on is your mindset and changing your habits. This is not anymore about necessarily getting the right tools. Most tools are pretty good today, not perfect, but, you know, they’re pretty solid, especially compared to three years ago. And it’s not even about having the most amazing prompting skills.

The biggest bottleneck is your habits. How much have you embedded AI tools and new different workflows and ways of working in your day-to-day work?

I’ll give you an example, I love making this metaphor. It’s like going to the gym. So, let’s say that you have the best equipment. That’s the equivalent of having the best tools. And let’s say you also have amazing skills. You have a squat with perfect technique and you know exactly how to do a really good bench press. And that’s the equivalent to having really good prompting skills.

But then let’s say you never go to the gym. Guess what? Your muscles ain’t going to grow. You’re not going to lose the weight that you want to lose. That’s not going to happen. I would rather see somebody with okay tool selection and with okay prompting skills, but, really, somebody who’s invested a lot in rethinking the way that you work and is curious and is constantly trying new things out than having somebody who has read all those scientific publications about best prompting techniques and has bought all the AI tools, but then has not adapted the way that you work to work with these tools.

That’s the most important thing today in this context. I wouldn’t have said that three years ago, but that’s where we are today. You need to really change the way that you work and embed them in your workflow. And that requires a little bit of effort.

Pete Mockaitis
I hear you. It does require a little bit of effort. And I would also say some discernment, because I think that my impression is, and you can tell me if this is accurate or not from your research-based perspective, it almost feels like a lot of companies, CEOs, products, just kind of want to shove AI into something because investors want it, the stock market seems to like it, and maybe some people are impressed.

But I’m almost at the point now, when I see a tool say, “Oh, now we have AI,” I’m like, “Oh, geez. Is it any good or is it just going to disappoint me again like all the rest, you know?” And so, that’s my take is that, yes, we should take a look at our habits and get into the groove of using AI tools where they’re genuinely helpful and useful and handy. And that requires a little bit of change management on our own parts.

But my hunch is there are also times where you say, “No, AI has actually no place in this little piece whatsoever, and so we’re going to deliberately choose to not stick it here but instead put it over there.”

Gianluca Mauro
You’re spot on. And there was actually research about this that I found really interesting. It was done by Stanford with a couple of other people, and then the Harvard Business Review wrote an article about this that went quite viral. The title of the article is “AI-Generated ‘Workslop’ Is Destroying Productivity.”

Pete Mockaitis
That’ll get some clicks.

Gianluca Mauro
That’s going to get some clicks. Exactly. And so, the main outcome of this research was that if you ask people, “Hey, what do you think about your colleagues who use AI?” You’re going to find that colleagues who use AI are often perceived as less creative, less capable, less reliable, less trustworthy and less intelligent. And that is not great.

Pete Mockaitis
Yeah, fair.

Gianluca Mauro
You do not want to be perceived as less intelligent, trustworthy, reliable, capable and creative. So, the interesting thing in this case was I honestly don’t think, and that’s also what the researchers found, that that’s a problem of AI per se. The problem is that a lot of people are using AI just in the wrong way. What does that mean in practice? Well, AI workslop is basically when you are trying to use AI as an amplifier of your laziness, basically.

Pete Mockaitis
Ooh, tweet that!

Gianluca Mauro
Yeah, and I want to give a practical example, okay? Let’s say that you ask me, “Hey, Gianluca, I want to know how I might use AI in my podcast,” okay? And let’s say that I am just so lazy, I don’t want to think about what are your challenges. I don’t want to think about what are your objectives. I don’t want to think about your audience. I just go on ChatGPT and I ask, “Hey, how might a podcast producer or host use AI?” I get a research. I copy it. I send it to you. What happened?

I got a generic piece of, like a bunch of text basically, on a PDF. I gave it to you and it took me no time to produce that. It took me, like, 30 seconds to get like a bunch of text that sort of makes sense. But I’m going to waste your time reading something that is so generic that you could have found on one Google Search. So that is something that damages you because you just wasted your time reading the report that is generic and has wasted my time as well, because now you’re going to ask me questions I need to go and fix it and you’re going to think less of me, etc.

Now let’s see what I should have done if I wanted to use AI to make it way, way better, way more interesting. I would have started asking you questions, “Hey, Pete, what are the top challenges that you have? What are your objectives for next year? What do you think could be the thing that helps you the most? Do you want to be more productive? Do you want to repurpose your content more effectively? Do you want to be able to research your guests better? Like, just tell me, tell me what’s going on.”

You provide me some context. Context is a keyword that is super important in today’s AI era. You give me some context. Then with this context, I go on ChatGPT, and I say, “Hey, I interviewed Pete. These are his top challenges. What do you think might be a relevant use of AI?” Now start getting something interesting. I start getting something that is more relevant.

And then I might say, “Okay, cool, ChatGPT. Now go and find top case studies of similar podcasts to How to be Awesome at Your Job that have done something similar. Now find some tools. Now tell me what could be potential risks.” The output, then, that I send you is going to be much higher quality and it’s going to actually give you value.

But notice how the difference is not the tools. It’s not that I used a different tool that is not ChatGPT, or is that I had some special prompting skills. It’s just that I’ve been mindful. I’ve been mindful of what might be interesting, what might be relevant for Pete, and how might I use ChatGPT to basically boost my productivity and make my suggestions for Pete even more and more relevant and useful.

You see the difference. It’s not about the tool. It’s not about how good am I in prompting. I didn’t talk about doing anything particularly fancy here, okay? It’s not fancy prompting technique, there’s no coding involved, it’s just a different mindset. I tried to use AI to amplify what I would have done if I didn’t have AI. And that really works.

Pete Mockaitis
Yes, it really does. And what you’re reminding me, and you’re talking about amplifying your laziness. I’m thinking about there was a fabulous interview on The Copywriter Club Podcast, which I listen to, even though I’m not a professional copywriter, but we’re doing copywriting all the time. And there was a famed copywriter on there. We’ll look him up and put him in the show notes.

And he said, “When I’m using AI to assist me with copywriting, I don’t say, ‘Write me a sales letter.’” It’s like, “What I do is…” well, first of all, he’s using the custom APIs of an AI tool as opposed to any off-the-shelf chatbot. And then he’s saying, “Okay, I’m going to write this part of a sales letter, given all of these instructions that I have previously written for what I’m into, as well as several examples, as well as what the product is and how it’s helpful to a certain user base on these needs and want and preferences and desires and pain points. And then, so voila.”

And so, there are numerous multi hundred-word prompts associated with doing a thing. And then he was like, “Okay, this is a pretty good draft. And from that I can tweak.” And so, we’re not amplifying laziness. In fact, a tremendous amount of thought has gone into what we’re doing here. And then, because he’s done it many, many times, and he also said AI does not account for taste.

Gianluca Mauro
Yeah, exactly.

Pete Mockaitis
And then from there, you can get it. And that was a real lightbulb for me, which I’m connecting now with your amplifying laziness comment. It’s like, yeah, if you just say, “Hey, do this thing,” you’re going to be disappointed. But if you put a ton of thought into it, it can kind of get you to a draft substantially faster.

Gianluca Mauro
Absolutely. And I’ll tell you what, you can amplify laziness, but you can also amplify your expertise. You can also amplify your perfectionism, if you’re a perfectionist like me. And I will give everybody a very simple thing that they can try right now. So, I’ll give you a simple prompt structure that you can use. And it’s very simple, okay? Just four lines.

So, start with some context. Context is basically the who, the why, and the what. So, you might say, “Hey, I am a podcast host. I need to…” whatever, “…prepare for a new interview with this person. My objective is to make sure that I ask the most interesting questions about this person.” Okay, that’s context. What are we talking about? I’m assuming I’m putting myself in your shoes, by the way.

Okay, so that’s the context. Then you say, you ask AI, “I will give you, for instance, a list of questions I prepared.” Something you’ve done, okay? Something that, you know, maybe 50% effort, something that is almost there. And then it will say, “You will tell me…” that’s what you’re telling the AI, “You will tell me three things I’ve done well and three things I could improve.”

“For each improvement opportunity, provide suggestions on how I could implement them. Make your feedback concise and reference specific parts of the text I gave you.” And then you just paste in your work at the end. I use this all the time.

And it’s such a simple way of using it, right? It just takes something you’ve done, and you just say, “Hey, this is my context.” Again, context is super important. It’s super important, because if you don’t put your who, why and what, then you’re get generic advice that might actually lead you in the wrong direction, right?

So, if you put the right context and if you ask this, so much value and, honestly, you can get to some pretty amazing return investment in like two minutes. Every skeptic I have, every skeptic I speak with, and, you know, I still meet quite a lot, I ask them to do this, and they always come out quite interested in the tool after that.

An example I can give you is I worked with lawyers. Gosh, lawyers are an interesting crowd, because obviously, they’re very critical for really valid reasons.

And I always tell them, “Look, take a case that you have that you can share publicly, take a response that you have written or something that you’ve produced, and just ask for three things that you’ve done well and three things that you could potentially improve and how.” And, usually, they get one thought, and they’re like, “Huh, I haven’t thought about it. Interesting.”

Then they might decide not to use it. That’s up to them. But having a really expert second opinion with a one-minute effort and for free, honestly, “Where do I sign?” It’s amazing, isn’t it?

Pete Mockaitis
Yes. And I’m thinking about, when you said expert opinion, it’s funny, when I heard that, I reacted a little bit because I’m thinking about Sam Altman talking about, you know, doing his very Sam Altman storytelling thing that he’s good at. Talking about the release of GPT-5, it’s like, “You know, before it was like you’re talking to a high schooler. And now it’s like you’re talking to a PhD in any area.”

And so, I was like, “Hmm, this is really not my experience at all, good sir.” But I think it’s expert in the sense that it’s been around the block. It’s like, “Yo, I’ve read the whole internet, okay? So, in that sense, I’m expert.” And I’m thinking about, there’s this book called Obvious Adams. It’s all about thinking, “Well, what would be the most obvious thing?” Or, Tim Ferriss says a question, “What would this look like if it were simple?”

That’s often my experience is it says the thing that’s not crazy, innovative, and brilliantly never before seen, but it’s like, “Huh, I probably should have thought of that, but I didn’t, and you did. And because you’ve surfaced that, we’re moving this forward, and that’s helpful. Thank you.”

Gianluca Mauro
Yeah, absolutely. So, I think one thing that is really not intuitive is that AI sometimes feels extremely smart and sometimes feels extremely dumb. And it’s really hard to predict, whether for my specific task is going to be, you know, the former or the latter, like, “Is this a 10 out of 10 question or is it going to be a one out of 10 question?”

There was this famous viral thing, viral experiment that came out, which is if you asked AI to count how many Rs are in the word strawberry, it would just say two, and there are three, right? I think a five-year-old can do that, probably, you know, but AI can’t do that. But, hey, it can write a pretty good legal letter for, you know. It’s just like so weird. It’s like it can do math, it can write code, but then it can’t count Rs in the word strawberry. Like, what is this?

And I think we just need to understand that it’s called artificial intelligence, but it’s not intelligent in the same way that humans are. It’s a different kind of intelligence. It processes data in a different way. It’s really hard to just give people a sort of like cookie cutter, very simple rule of thumb to understand when you’re in a good space to ask questions to AI and when not.

You just need to develop a little bit of sort of a gut feeling for, “Hey, this is something where I might get something good, and this is something where I might not get something good,” but there are guidelines. And the guidelines are, there was this research done by Harvard Business School, and they basically came up with a very simple classification of skills that AI has, so to say, AI capabilities. They call them within the frontier skills.

And these are four, very simple. Copywriting. AI is amazing at taking text and just turn that into other text. Now, a professional copywriter might argue whether that’s good copywriting or not. That’s a different conversation, but it’s amazing at just manipulating text, writing poetry or, think about this. It can write poetry and a legal document. I can’t do either, okay? So, it can do all these things. So that’s the first one, copywriting.

Second one is persuasiveness. So, it can write pretty good arguments if you ask it to, which is interesting. The third one is they call it analytical thinking. And it’s quite interesting if you give it a complex problem, and if you ask it to analyze it, it can give you recommendations or different ways to look at it.

And that’s the example that I gave you before, right? If you give it something that you have produced, legal letter, interview questions, whatever, and you say, “Tell me three things I have done well, three things I could improve based on the context,” it does it really well. So, this sort of like analysis, analytical capabilities.

And the fourth one is creativity. Now, people argue whether that’s real creativity or not. I don’t want to get into that philosophical conversation, but from a pragmatic point of view, it is quite creative, honestly. I had this thing a few days ago where I had a framework that I came up with to support companies in finding use cases for AI. And I was like, “How do I call this thing?

And I just gave it to GPT-5 Thinking, and I said, “Just please come up with an acronym.” And I would have never come up with any of them. It was super interesting and creative and it worked quite well. So, these are four things where you can feel quite confident. So analytical thinking, copywriting, persuasiveness, and creativity.

Now they also found where AI does not perform well at all. And that’s when you’re asking it to give you a recommendation, analyzing a bunch of different conflicting pieces of evidence. Let me give you an example. What they did is they took a few researchers, sorry, a few consultants from Boswell Consulting Group.

They took these consultants and they asked them to analyze a bunch of evidence of different strategies that a business might decide to go for to launch a new product, okay? Three different strategies. There’s a PDF with a bunch of interviews. There’s an Excel sheet with a bunch of numbers. All of these things, you need to look at this evidence and ask AI to help you in identifying the right strategy.

What they found is consultants perform better if they did not use AI to come up with the right strategy. Why did that happen? Well, because when you have conflicting evidence, conflicting pieces of information, in this case, imagine data said, I’m just coming up with stuff now, data said that sales were going up. But in an interview, somebody’s sales are going down. There was this conflicting piece of evidence.

AI was basically just like going with one. It was really hard for the AI to understand what was true and what was not. Whereas, for humans, it just made more sense to, for instance, look at Excel sheet, but ignore the interview because they thought maybe this person doesn’t know, doesn’t have the most updated data, for instance, that’s an example. So, AI was just like misled by the data that you provided.

Unfortunately, that’s how a lot of people use AI. A lot of people use AI today this way. Get a bunch of PDFs, a bunch of data, a bunch of emails, a bunch of stuff, throw it in, and they just ask for a quick answer to the problems. AI doesn’t work that well when you provide an insane amount of information and just ask, “Hey, tell me what I should do.” You should go step by step. You should use it to, again, amplify your thinking.

So, a better way would be, put this data in and say, “Hey, can you summarize the key takeaways from each one of these documents?” You take them and then you say, “Okay, what might be a good strategy? What might be good arguments for strategy one? And what might be good arguments for strategy two and strategy three?”

You see how you’re using it as a co-pilot. And that’s a really good branding from Microsoft, by the way. You’re using it as something that assists you in thinking rather than a, “Hey, I’m going to throw all my data. Just go ahead and do my thing. I’m lazy. I’m just going to copy your output and give it to my boss, you know.”

Pete Mockaitis
Yeah, I like that a lot. And, in a way, it really makes sense that it is that way because it just says, “Hey, I just know what words mean and what words tend to come after and next to other words. I don’t actually know that some dude’s opinion is of less importance and should be given less weight, gravitas, than a summary sales data reflective of millions of transactions.

Gianluca Mauro
Yeah, and it’s sycophantic as well, so it’s trying to please you. Imagine like, you know, you go to a doctor and say, “Hey, I have some headache,” and the doctor tells you, ‘Get this. Get this pill and just go.” Well, that’s not a good doctor. You should ask a little bit more questions and trying to understand.

What AI, and this is improving by the way, but historically, has been trained and, you know, it’s used to just get an answer. And so, if you provide maybe conflicting piece of information, as we said in the case study before, it’s just going to try to give you an answer rather than pushing back. And I go back to what I was saying before. This means that the tool is powerful, but it all comes down to the mindset that you have when you use it.

Do you want to have quick answers and you just want to get as fast as possible to a bunch of texts you can send to your boss or you can publish on LinkedIn? It’s probably going to just boost your laziness and just not get anything high quality. But if instead you use it as an amplifier for your curiosity, for your expertise, for your capabilities, well, now we’re talking. Now you can really get to some amazing outputs.

Pete Mockaitis
Yes, I like that a lot, the amplifier. And it’s interesting, is sometimes, I think when you look at the prompt that you’re sharing, it really does kind of garbage in, garbage out, and it’s the opposite, you know, magnificence in, magnificence out. So, I could say, “Hey, give me some information about sleep apnea.” And so, it can say, “Oh, well, this is a common affliction, blah, blah, blah.”

But then what I’ve said is, “Show me the results of several human randomized control trials that utilize novel interventions for the treatment of sleep apnea, i.e., not a CPAP machine. And give me a summary of the quantified impacts associated with the apnea hypopnea index reduction associated with each.” Now that, and sure enough, that has led me to some interesting places. And I found this thing called inspiratory muscular training. You breathe against resistance. And what do you know, that really helps.

Gianluca Mauro
Interesting.

Pete Mockaitis
And I’m not using a CPAP machine. So, thank you AI for putting me in some good directions. But I think it shows that, “Are we amplifying laziness or are we amplifying a targeted, ferocious curiosity?” Like, “No, find me precisely this, and then we can play ball.”

Gianluca Mauro
Absolutely. You’re spot on. It’s perfect. But, to me, the interesting thing about this whole concept is that there’s quite a lot of responsibility on the user.

It’s basically telling people, “Hey, if you don’t get the right output, it might not be because of the tool. It might be because of the way that you are using the tool,” which from one point of view, I think is empowering because it’s basically telling me, “Hey, amazing, I have some agency over the output that I get.”

But from the other point of view, I think some people might find it a little bit stressful, “Now I need to learn about A, B, C, D, all these different things so that I can actually use this machine well.” Well, yes, but at the same time, honestly, as I was saying before, it’s about changing habits. It’s not that hard. You don’t need to get a PhD in Math to understand how to use one of these tools.

And so, what I recommend to people who might feel a little bit maybe overwhelmed, or maybe afraid that you’re using it wrong, I always tell people, “Hey, find your little safe space to experiment. Take a hobby that you have. Maybe you’re interested in, I don’t know, Formula One.”

That’s one of the latest things that I’ve been nerding about. And just go and try to do your researches and prompts and test things about Formula One that’s maybe not related to your job so you feel safe. There’s no fear of putting sensitive information into these tools, and just try to get a sense of how the tool might be helpful and useful for you in a setting where you’re free to experiment. And then you can take all these learnings and apply them to your job.

Pete Mockaitis
Okay. Well, so you are somewhat famous for your CIDI framework – context, instructions, detail, and input. And it sounded like you were giving us exactly that in the context of, “Hey, give me some feedback on a thing.” And so, can you give us a little bit of detail for how we might think about applying this in all kinds of different ways?

Gianluca Mauro
Absolutely. So, the CIDI framework is a framework that I came up with, I think, a couple of years ago, maybe. And my objective was to find a simple recipe to get people to think about their prompts in the same way that I think about my prompts.

And so, it’s quite simple. It starts with C stands for context. Tell me who you are. Why are you doing this task and what do you need to do? Just try to make AI get into the zone of, “What are we talking about?” Think about this, AI might act like a lawyer, might act like a doctor, might act like anything, right? So, you need to zone in.

The second part is instructions. When I say instructions, it’s important that you’re very clear, and you’re talking to a thing, not to a human so you can be very direct. And I typically give my instructions this way, “I will tell you this, you will do that.” “I will give you an email I wrote, you will give me feedback on it.” That’s the instructions part.

The third part is details. Details are, basically, I look at it this way, it’s very simple, “Explain what good means for you. What does a good output look like for you?” And that’s an interesting question. I feel like it’s almost meditative. It’s almost like therapy. You need to ask yourself, “What do I want? What do I really want? How does a good podcast script look like? How does a good LinkedIn post look like?” And just describe it in plain words.

Pete Mockaitis
Or, I guess this could also be examples, like, “And here are three instances that I consider good.”

Gianluca Mauro
You got it. That’s the part of the prompt where you might want to put, for instance, something you’ve done in the past, and say, “Hey, look, this is something that I consider to be really good,” or, “This is something that represents my tone of voice, and I want you to try to replicate that.” That’s the details part.

And the last part, the input, is when you put actually what you need to produce. So, for instance, if you need to have feedback on a legal document, you put it all the way at the end. The reason why I structure it this way – context, instructions, details, and input – is that it’s very easy to reuse.

So, if I write a really good prompt that explains exactly who I am in the context and what I need to do, exactly what I want out of it in the instructions, in the details, and then the input is, let’s say, this legal case that I need to analyze, the next time I have a new legal case to analyze, I just need to replace the last part of my prompt. The first part of the prompt, the context, instructions, and details are the same.

So, it makes you, number one, think about all the important things in a prompt and leaves really little room for error, because you need to think about all of them – context, instructions, details, and input. But it also makes your work scale a little bit. Because some people, and I get it, get stressed, “I need to write a good prompt. How long is it going to take me to explain who I am, what I need to do, yadda yadda, yadda. What does good look like?” I understand it can be a little bit of a pain if you want to write a really long and cohesive and complex prompt.

But if you write it this way, then it’s very simple to reuse. And that’s your copywriting podcast guy. That’s a perfect example. I think he was prompting, using, maybe without knowing, but he was using that sort of structure, it sounds like, because he had some things that you could probably copy and paste again.

Pete Mockaitis
Certainly. I think it is John Morrow is his name, and we’re going to include that in the show notes. Indeed, the context is, “Hey, we’re a sales letter for this product for, you know, which serves this user with these needs, wants, concerns, who use language like this.” And then the instructions are, “Write the headline of a sales letter.”

The details are, “Here are some other headlines that we think are fantastic, as well as the general guidelines of copywriting that we find to be effective in this industry.” And that might be hundreds or thousands of words, and that’s acceptable, right?

Gianluca Mauro
Yeah, I mean, always try not to go too crazy because then it becomes too much context, right? I think AI could maybe process it, but I always say, you know, if you try to put too much stuff and you’re not fully sure about what you actually put in, then you might have added something that is actually misleading. So, try to keep it in check. Don’t put too much if you don’t know what you’re putting in. But, yes, conceptually makes sense.

Pete Mockaitis
And to that point with the context, I mean, I believe, you know, we’re like a hundred thousand plus tokens. So, is it your professional opinion that, okay, you might have a hundred thousand tokens, but don’t use 50,000 words? Or, what’s your take?

Gianluca Mauro
Yeah, so, I mean, for people who don’t know what tokens are, tokens are basically AI breaks down your messages into parts, parts or tokens. So, if I say, for instance, “Hello!” it might be two tokens, “Hello” and the exclamation mark. And there’s something the AI models have called a context window, which is basically how many tokens they can take a look at, at once. And I think GPT-5, the latest model from OpenAI, is at 400,000 tokens. Some models are up to one million tokens.

So, while you can add a million PDFs and resources into a prompt, then you risk getting into a situation in which you’re adding, if you’re adding not high-quality context, you’re just misleading your model. An example that I always make is the following. You go to a doctor and you say, “Hey, as I said before, I have a headache. What do I do?” That’s way too little context.

But if you say, “Hey, I have a headache. Let me tell you my medical history. When I was two years old, I once fell and hit the knee on the floor, and it was really painful. Then when I was three years old, I once ate spoiled milk. When I was four years…” that’s too much. You’re just confusing your doctor, right? So, you want to try to select some context that might be relevant.

Because, again, you never know if you’re just putting something that is just misleading or it’s just not very relevant to your question. Don’t stress too much about not putting enough but also don’t go crazy.

Pete Mockaitis
Well, I guess what I’m saying is, what I want your professional judgment on is, if I throw in the full transcript of a meeting, or a book, you know, is that likely to help or hurt me or under what context?

Gianluca Mauro

Oh, I do this all the time, by the way. Like, if I take the whole transcript of a meeting, and I need to write a sales proposal, transcript of the meeting, the whole thing, because it’s all relevant. It’s my meeting with a customer, it’s all relevant. And I take that, I take an old proposal that I wrote, and say, “Adapt this proposal to the context of this meeting.” That’s perfect. But think about what I added in. I added only relevant material for my task.

Pete Mockaitis
Well, that’s helpful. You mentioned it’s bad at analyzing conflicting information. And I’m thinking, sometimes it also seems bad at giving me precise pinpoint pieces. For example, if I say, “Give me verbatim quotations of something,” it seems to really struggle.

And maybe it’s just trying to not violate a copyright or something, but I feel like the more I want it to be super precise, specific, narrow, exact, data point or quotation, it seems to struggle.

Gianluca Mauro
Yes, and you will be correct in saying that. And, I mean, there’s a technical reason why this is happening. It’s just in the way that these tokens are processed. It’s basically making a big average of everything that it has read up to that point. But conceptually, you can look at it this way. This is not a truth machine, okay? This is not like a search engine.

A search engine takes a bunch of data, the entire internet, and it just points you to the right point. It tells you, “Hey, this is the link that it’s the most relevant to your query.” This is not that. A good way that I look at AI is it’s a compressor of knowledge. It took all the knowledge of the internet, compressed it into a thing. And then when you ask questions, it can decompress it and give it back to you.

So, what this means is that sometimes you lose some information in that, say, decompression. And I mean, I think this is a metaphor that is, really, maybe it makes sense just to people who are into audio and this sort of stuff because you have this thing. You’re losing quality as you compress it. It’s the entire internet, but you can just like quit it like this in a second. So, you lose a little bit of quality. And so sometimes you have these errors. But I have to say it’s improving really fast.

Pete Mockaitis
Okay. Well, is there anything else that it’s bad at?

Gianluca Mauro
I think a good way to look at this is thinking that it’s an amplifier, okay? So, it’s bad at telling you, “Hey, what you’re doing, it’s not ideal.”

Pete Mockaitis
Yeah, “You’re asking the wrong question,” you know?

Gianluca Mauro
Exactly. It’s not going to do that, which is like, I think, the most important skill today is not being able to find answers. I think it’s being able to ask the right questions and being able to look at answers and be like, “Oh, this isn’t, actually, this doesn’t make any sense.” I’ll give you an example. I think this is quite funny.

I asked AI to give me feedback, as all of you know that I do that quite often, on a PowerPoint presentation that I created. But instead of, like, uploading the slides, I just took all the texts and I put that in. And in the feedback, it told me, “Hey, you’re not using enough visuals.” And I was like, “Of course, you’re telling me this. I didn’t give you the visuals. I just gave you the text.” It makes no sense, right?

But looking, you know, critical thinking, and this is a very simple example, but I had to take that piece of feedback. And even though the best top AI model in the world told me that I need to add more visuals, I discarded that feedback because I was like, “I know that you’re just lying to me. You’re just coming up with random stuff.” So that’s one important thing.

And, by the way, I think something that really scares me is a lot of people are using AI for almost as a therapist to get support in relationships with their loved ones. And, again, remember AI is sycophantic and it’s going to try to please you, so you’re always right. It’s really rarely going to tell you, “Hey, Gianluca, you know, your…”

Pete Mockaitis
“Your behavior is toxic and causing problems. Look in the mirror and fix it.”

Gianluca Mauro
Exactly. It’s always the other person’s fault. Yeah, I had this friend of mine who came to me, and was like, “Hey, I have an issue. Every time now I have an argument with my partner, she goes in a room and then comes back and has a perfect, like, perfectly phrased argument to explain to me why I’m wrong. And I know that’s coming from ChatGPT.”

So, she’s just getting in a room, and saying, “My boyfriend did X, Y, Z, you know. How can I just try to win this argument?” which, again, I think there is some value in that if you use it correctly. Again, I feel like I said it a few times, but I really want to make sure the audience comes back with this. Think about if you instead use it this way.

Go back to your room and say, “Hey, I had this argument. What might be the other person feeling that I’m not thinking about? What might be some blind spots that I might be having? What are things that I’m not considering when I’m accusing, I don’t know, whatever my partner of, X, and Z?” Now you’re actually going to use it as an empathy machine rather than as a, I don’t know, ego booster kind of thing, right?

Pete Mockaitis
Yeah, well said. Are we amplifying the, “I’m right, they’re wrong,” make the case, or are we amplifying, “I’m trying to be understanding and compassionate”? And it will seek to please you. And so, yes, if we amplify the wrong thing, we’re just getting farther down a bad path.

Gianluca Mauro
Correct. And isn’t this cool? Like, the idea that I have so much agency and power over the outcomes of my use of AI, depending on how I use it, depending on the questions I ask and what hat I decide to wear on this day. “I want to wear the hats of the empathetic person who tries to understand what this person might be feeling.” I can have vastly different outcomes. I found this really empowering.

I understand it might be a bit scary, because it’s like, “It’s all of me?” Yes, I get it. But, again, if you have that approach of being curious and just trying different things out, I find that super empowering, honestly.

Pete Mockaitis

Cool. Thank you. Well, now I’d love to get your take in terms of, boy, there’s a lot of different chat bots and AI tools, if you want to do ChatGPT or Gemini or Claude or Grok. Is there a way, and this is going to change every few months but, you know, for now, is there a way you think about for certain use cases, “I prefer this tool over the others”?

Gianluca Mauro
Yes, but in a way that might be unusual for the audience to think about. So, I think about it this way. I think in my AI, I call it my AI tool stack, like all the tools that I use, I think about three main categories. The first one is generic AI tools. These are ChatGPT, Gemini, Copilot, Claude, Grok, basically these five. And, for me, it doesn’t matter too much which one you’re using. All have each respective strengths and weaknesses, but they’re all quite similar at the end of the day.

I personally use ChatGPT. That’s the tool that I started on. That’s just the tool that works the best for my use cases. But, again, I don’t have a strong argument for people to say, “You must use ChatGPT.” Use whatever you want. But the interesting thing is when I look outside of these generic AI tools and I start looking at specialized AI tools, and these are tools that are specifically built for one use case.

An example, I use a note taking tool called Granola, which I really love. I have a lot of meetings in my life, and Granola is specialized in note taking during meetings. Absolutely beautiful. And I’m not affiliated with Granola at all, so I can tell you there are other tools that do that as well. Otter is one. It’s pretty good. There are a few ones.

But, again, for me, who, I take probably too many meetings. Having a specialized tool for note taking during meetings is super valuable. But there are specialized AI tools for lawyers. There’s a tool called Harvey. There’s a tool in Europe called Legora that’s amazing. And these are specialized for lawyers. They give you a bit more features that you might be interested in. They’re a bit more accurate. They have maybe all the laws of a country already loaded in. You know, they’re more helpful.

I have a startup called Epiphany and I built a specialized tool for instructional design. It helps people who create training, create better training faster. And it’s really interesting when you start looking at those specialized AI tools, because, again, you might find something that, for you, specifically for you, can have a lot of value.

I know, for instance, there are tools for podcasters. Like Riverside has some pretty interesting tools to, like, repurpose content. You might find a lot. Curious to know if there’s anything that has really changed the way that you work in that space.

Pete Mockaitis

You know, it’s funny, we do a little bit here and there, but we’re actually still transcribed by humans, which could shock some people. So, we use it in specific, narrow targeted places, but, still, each episode is getting many, many human hours to put out the door.

Gianluca Mauro
And that’s perfect. Again, for me, what I advocate for is thoughtful AI use, not just like take it and put it everywhere. That doesn’t work for me. So, it makes total sense. But that’s the second sort of area that you might want to look at. So, pick one generic tool. That’s like saying Excel. You can use Excel if you do marketing, if you want to track your campaigns. You can use Excel if you’re in finance. You should use Excel if you’re in finance, but you understand where I’m going.

Same thing, ChatGPT or Gemini or Claude can be used by people in every single industry. But then look at those specialized AI tools that might help you even more.

And then the third area is those custom-built automations that you might want to build for yourself. That’s when we’re getting really nerdy, okay? But I love that. And the interesting thing is that the barrier for building your own custom automations has gone down so much. It’s crazy. There are all these AI no-code tools that allow you to plug different tools together so you can build an automation like, look, I’ll tell you one that we have in my company, in AI Academy.

Whenever somebody writes on our website, “Hey, I’m interested in a custom enterprise training.” There’s this custom automation that researches the company and just gives to our salespeople on Slack a message, and says, “Hey, this person has reached out. This is who this person is. This is what the company does. This is what they want.” Research is done already. It’s like a sales assistant, basically.

We built it ourselves. It took us, I don’t know, we know how to do it so it took us a couple of hours maybe, maybe three, I don’t know, something like that, okay? Hours, not days. All right? But we have seen people starting from very limited technical skills, being able to build those custom automations for their business or for their freelance profession in just a few weeks.

Pete Mockaitis
That’s cool. That’s good. Well, talk about dorky, even though I am not at all a coder or a developer, my favorite YouTube channel is Fireship, which has all these jokes and stuff. And so, I’ve heard, I know a couple of the buzzwords associated with AI automation, like the MCP, the model context protocol, as well as the N8n.

Gianluca Mauro

Amazing.

Pete Mockaitis
And so, I know those are key words I might Google and research. But you tell us, if we are just starting to tiptoe down the, “Hey, I got a thing in my life I need automated. I think AI could probably do something about it,” what are the first steps to explore pulling that off?

Gianluca Mauro
Yeah, so I’ll just tell you basically how we help people go from, “I might want to automate something” to “I’ve built an automation.” And that’s just because we know that that’s a process that works. The first thing you have to do is understand what to automate, what not to automate. And it sounds very basic, but I guarantee you that’s where you decide if you’re going to be successful or not.

Most people want to automate too much. And then they start building spaceships that are never going to work, never going to give them the result they want. They’re going to get tired after some time when they try to build it and it doesn’t work, and then give up.

Instead I always tell people one day I’m make a T-shirt with this sentence, “Find the smallest possible thing that could possibly work.” The smallest possible automation that could give you some value. Start with that and then you can expand, all right?

The second part is don’t stress too much about the tools, you know, the N8n or Make.com or Crew AI, all these tools that are coming up, but try to write a pretty good prompt that should power your automation, okay? So, focus on the AI component, and find a way to test it well.

What do I mean by this? I’ll give you an example that I had. There was this one of our students, he was a doctor and he wanted to not just build an automation. He wanted to build a product to give to his colleagues so that they could easily write referral letters, okay? And so, he had to make sure that this thing worked really well because, again, doctors, you know, it’s a lot of responsibility.

So, what did he do? He just found a bunch of referral letters, or he wrote a few with ChatGPT, and he corrected them by hand. And that was his set of examples to test whether his prompts were actually producing something that was good enough.

Pete Mockaitis
Yeah, like, “Can the AI actually achieve the thing I’m hoping it to do? Let’s test that before I build out a whole thing and go oopsies.” Love it.

Gianluca Mauro
Correct. Another one of our students, I saw this last week, so I remember really well, did something to create LinkedIn posts. This guy works in marketing and risk is very low in that case. What’s going to happen if you publish a really bad LinkedIn post? I might get annoyed, but no one is going to die, right? But still what he did is he used his prompt to create a bunch of LinkedIn posts and then he wrote some and then he gave them to some of his friends and said, “Hey, which one do you like the most?”

And he tried that with a few different prompts, with a few different models. He tried with GPT-5, he tried with Claude, he tried with Gemini, and then he just found the best. And then he knew, he had the confidence that this automation was going to work because he had done the work of testing it and collecting the data.

After you’ve done this, step three is now, build your automation. And, you know, there are different tools that are pretty good at this.

Make.com is one that I really like. I use it a lot. Zapier is probably the easiest one to use. If you want to get started and don’t want to waste too much time learning how to use slightly more sophisticated tools, Zapier is a great place to start. N8N is probably the one that gives you the most flexibility on things that are the most capable. And I like that a lot as well.

But again, does it matter? Not really. At the end of the day, if you had a good idea about what to automate and there’s real value, then you can just swap tools and you’re going to be good. So, I suggest that that’s the last thing that you start thinking about.

Pete Mockaitis
That’s good. Well, shoutout to Zapier. We had Wade Foster. Or is it Zapier? I don’t know. Zapier or Zapier, we had Wade Foster on episode 466 back in 2019, and they are still going strong.

Gianluca Mauro
Amazing. Super strong.

Pete Mockaitis
Good, handy stuff there. All right. Well, Gianluca, tell me, anything else you want to make sure to mention before we hear about a couple of your favorite things?

Gianluca Mauro
No, I think we’re good.

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

Gianluca Mauro
I wish I could say who it comes from, but it unfortunately comes from a random guy on the internet. And the quote is, “The hardest part of getting what you want is figuring out what that is.”

Pete Mockaitis
I dig it. And can you share a favorite study or experimental or piece of research?

Gianluca Mauro
I will share the research that I was talking about before, the one from Harvard, where they looked at all the different capabilities of AI. And the name of the research is “Navigating the Jagged Technological Frontier: Field Experimental Evidence of the Effects of AI on Knowledge Worker Productivity and Quality.” It’s really cool, still very relevant from a couple of years ago, but, honestly, I still quote that, basically, in every workshop that I do because it’s really valuable.

Pete Mockaitis
And a favorite book?

Gianluca Mauro
Ruined by Design.

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

Gianluca Mauro
Another tool that I started to use recently is a tool called Wispr Flow. It’s quite interesting. It basically allows you to dictate and it just puts whatever you said into a box. But again, it uses AI to just change that a little bit so that it’s, first, it’s formatted already.

So, when you’re writing emails, you might want to just record and say what you want to say, and say, “Here, I want some bullet points,” and you’re going to see the bullet points. I’ve been using it for a couple of weeks and I might see that becoming a key part of my tool stack.

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

Gianluca Mauro
You can go on GialucaMauro.com. That’s G-I-A-N-L-U-C-A-M-A-U-R-O.com or on AI-Academy.com where you can see all of our trainings so you can get better at AI.

Pete Mockaitis
Okay. Well, this has been so fun. Thank you and good luck.

Gianluca Mauro
Thank you. Thank you for having me.

1110: How to Multiply Your Opportunities through Smarter LinkedIn Posts with Jason Feifer

By | Podcasts | No Comments

Jason Feifer discusses how to advance your career by creating winning LinkedIn content.

You’ll Learn

  1. Why LinkedIn matters even when you aren’t job hunting
  2. What most get wrong about personal branding
  3. The trick to getting your posts seen on LinkedIn

About Jason

Jason Feifer is the editor in chief of Entrepreneur magazine, a startup advisor, host of the podcasts Build For Tomorrow and Problem Solvers, and has taught his techniques for adapting to change at companies including Pfizer, Microsoft, Chipotle, DraftKings, and Wix. He has worked as an editor at Fast Company, Men’s Health, and Boston magazine, and has written about business and technology for the Washington Post, Slate, Popular Mechanics, and others.

Resources Mentioned

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Jason Feifer Transcript

Pete Mockaitis
Jason, welcome back!

Jason Feifer
It is so great to be back. I got to say, after we did this the first time, I heard from so many of your listeners, including a woman I went to high school with, which was fun to reconnect after that. So, thank you for having me back.

Pete Mockaitis
Wow, that’s cool. Well, I’m glad. Hey, thanks, listeners, for reaching out. And I know LinkedIn is often one of the platforms where this occurs.

Jason Feifer
Indeed, it is!

Pete Mockaitis
And we’re talking LinkedIn. And, Jason, I want to say thank you because I just, like, impulse invited you to this podcast just because I was looking at your LinkedIn, yet again, and I was like, “By golly, I’ve read Jason’s LinkedIn more than anybody else’s LinkedIn on Earth.”

Jason Feifer
I love hearing that.

Pete Mockaitis
“What is he doing? And I think we all need to know.”

Jason Feifer
I really appreciate that. That is great. I always like to be impulse invited to a podcast.

Pete Mockaitis
Yeah, well, you impulse accepted.

Jason Feifer
I did very quickly. Yeah.

Pete Mockaitis
I mean, that was one of the quickest turnarounds ever. Yeah, so thank you.

Jason Feifer
My pleasure.

Pete Mockaitis
Well, so give us the scoop, like, you’re on LinkedIn, and maybe it’s just me, but it seems like there’s a lot of other folks who are commenting and liking and reacting and following and stuff with your posts. But I find them mesmerizing. Could you orient folks who have not been so lucky as to see your LinkedIn? What are you doing and why?

Jason Feifer
That’s a question. All right. Well, maybe I should propose an outline for this because there’s a whole bunch of different things to discuss, so things I want to cover on this episode with you. Number one, I want to talk about how to build a personal brand very strategically. We’re going to talk about that.

And then, number two, I want to tell you what LinkedIn is looking for, because I’ve had a lot of conversations with the folks who run the algorithms and machines over there, so I understand what is actually working. And then number three is we can talk about how to create great content on LinkedIn. So those are things I think would really answer your question.

But I’ll just start by zooming out and saying that I didn’t understand the point of LinkedIn at all for a long time. I thought it was just a place to promote myself. And so, I would post these promotional things and nothing would happen. Nobody would read it. Nobody would engage. I thought, “This is dead, useless.”

And then I came to understand that you actually are always promoting yourself on LinkedIn, but if you do it overtly, it doesn’t work. If you do it by displaying your knowledge in service of helping others on LinkedIn, then you actually position yourself as an authority on LinkedIn.

And I think that, right now, LinkedIn is the single strongest tool for reaching the people who could be hiring you, who could be promoting you, who could be your customers and clients in the future should you ever start a business. It is LinkedIn. It just is.

So, I started to evolve into a LinkedIn machine, where I now post every day, Monday through Friday. I have 241,000 followers, I think, at current count. And I get a ton of business out of LinkedIn. A ton.

Pete Mockaitis
A ton of business.

Jason Feifer
A ton of them.

Pete Mockaitis
So, folks say, “Jason, I want to give you monies.” And for what? What are you doing for these people?

Jason Feifer
Well, here’s an example. Someone wants me to keynote their conference for their employees. And I say, “Oh, that’s awesome. How did you find me?” And they say, ‘Oh, I follow you on LinkedIn.” Or, people will say, “Hey, I’d love for you to be an advisor to my business.” “Oh, that’s awesome. Let’s talk about that. How did you find me?” “Oh, I’ve been following you on LinkedIn for a long time.” It is always, “I’m following you on LinkedIn.”

And the reason for that is because everything else that I have ever done, and I get to reach a lot of people through newsletters and podcasts and whatever, is all in a way, it’s somewhat boxed in, right? It’s like you have to subscribe to my newsletter to get my newsletter. You have to subscribe to my podcast to get my podcast. But, LinkedIn, if you post something that really hits, it just starts bleeding out into other audience segments that you were not originally reaching.

And then because you’re posting daily, you’re constantly reminding people, “Oh, this person,” “Oh, this person,” “Oh, this person.” I see LinkedIn and doing LinkedIn well as simply about creating signal and noise. Every day there’s a lot of noise. You hear from a lot of people, you see a lot of people, you see constant stuff.

If you can create consistency, “This is who I am. This is what I have to offer. I will be relevant to you every single day,” then people start to recognize you. They start to say, “Oh, Pete, I love that guy. What does he have to say today?” And then after a while, they start to think, “Huh, can I work with that guy? Is there a way I can work with that guy?” And that is where economic opportunity comes from.

Pete Mockaitis
Okay. So well said. So, LinkedIn is the place where cool things happen in terms of getting hired or perhaps making deals, doing business, selling stuff.

Jason Feifer
Yeah, doing it all.

Pete Mockaitis

And then, so this personal brand…

Jason Feifer
Yeah, and let me add just one other thing to that. Also getting promoted, for real, getting promoted because we’re on a show called How to Be Awesome at Your Job. And the reason for that, this is a really interesting theory that someone floated by me and I’ve tested it out with people and found it to be totally true, is that LinkedIn, if you’re really good at it, creates external validation that then leads to internal validation.

Pete Mockaitis
Oh, yeah.

Jason Feifer
Which is to say that if you’re posting and you’re getting lots of people across your industry who are saying, “That’s really smart. This person is really smart. Yeah, I totally agree with that,” then people inside of your company start to see it, and they’re like, “Oh, this person is being externally validated, therefore, I should take them more seriously internally too.”

Pete Mockaitis

You know, that’s really ringing a bell. And I’m thinking back to, well, Bob Cialdini who wrote Influence, science and practice and more, was on the show. Great dude. Great guest. I’m thinking about just that principle of social proof is that, in a way, there’s a lot of things in the world of work that are super ambiguous and subjective.

I mean, if we’re doing like sales, okay, we know, “Okay, that person sold half a million dollars. The other person sold a quarter million dollars. Okay, Bada Bing, Bada Boom.” But in the world of knowledge work where so much of it is just like, “Hey, here’s some ideas that I’m putting forward. Like, are they good? Are they bad?” “Well, we don’t really know.” But if a lot of other people are saying, “Yes, you are brilliant, sir,” they go, “Okay, maybe. Maybe it is.”

Jason Feifer
That’s right. It’s predicated on trust, right? If you’re in a meeting and some people’s crazy random ideas are commanding more attention than other people’s crazy random ideas, and you wonder, “Why is that?” The answer is because of everything that happened before the crazy ideas. It was all the trust-building that went into it.

And so, people are carrying a reputation and, therefore, people are taking more seriously ideas based on reputation. So, if you have a tool where you can build your perception of authority, not just internally, but externally, it will feed back internally and you will walk into that meeting and be the person that people take seriously.

Pete Mockaitis
I like that. Well, now, and to totally reverse that, I’m thinking about instances where, about being not taken seriously in the humor domain. Because sometimes I’ve had the experience where it’s, like, I’ve made a joke and then another person made almost the same joke with the same crowd, you know, just like six people just chit chatting, within minutes, and they got much more laughter than I did.

I mean, and I’m not going to, I’m not trying to be a standup comic. I’m not road-testing material or anything. But I think that maybe these would be the same dynamics at work, it’s like, “Oh, I have a lot of history of this person making me laugh many times. And, therefore, I just kind of fall into that groove again.”

Jason Feifer
Totally. It’s the buy-in. It’s the buy-in. Why is the headliner comedian getting larger laughs than the opening comedian? I mean, maybe the headliner comedian is funnier, but also everyone’s just there to see the headliner comedian. So, they’re bought in on that person. They want to enjoy that person’s jokes more than the other person.

Pete Mockaitis
“I’m here for laughing for you, from you.”

Jason Feifer
Yeah, “I’m here for laughing from you, very specifically from you. So, if you do a thing, I’m going to laugh at it.” And this is the reason to build up your authority. I have this concept, which is that I want to be singular. I think it’s incredibly important for me in my career to be singular, which is to say I am the sole person who you think of or turn to for this.

I have separated myself from everybody else. You don’t sit around, and you’re like, “Hmm, well, who should keynote my conference? I guess, let me just find any random person who talks about change management,” that’s the subject people generally hire me for. No, you want to hire Jason Feifer, “We got to get that guy, that specific guy.”

The more singular you can become and be perceived as, the more in which it’s not just you’re one of many, you’re just the selection today. No, it is you. People want you specifically, the more in which you will succeed. And so, you have to use the tools at your disposal to build that singular-ness, that distinctiveness. And personal brand is just top among your available assets.

Pete Mockaitis
Yeah. So having a personal brand isn’t just a cutesy thing, that’s a checkbox that we’re “supposed” to check, but rather has substantial real-world consequences that we want working in our favor. So, lay it on us, how do we think about building a personal brand?

Jason Feifer
Okay, let’s do it. So, first of all, if you are not doing this right now, you, person, I’m talking to, because maybe you think, “Ah, that’s not for me. That’s for like, Jason’s got 240,000 followers. He’s like speaking in front of crowds. That’s for him.” No, no, no. Here’s the thing. Personal brands are valuable for everybody and they’ll serve different purposes.

So, my job and my ability to do my job does require having a large audience. It’s the kind of work that I’m in. But that’s not true for most people. Most people just need to reach the right audiences and they can be small and niche. So, an example I always like to offer at the start is my friend, Matt Adelman.

So Matt Adelman, he works at a company. His job is to help brands, like consumer-packaged goods brands, you know, food, beverage, snack brands, but get onto retail shelves, particularly a Target, which is what his expertise is. So, like, he helps people get onto Target, right? So, he doesn’t own the company, he works at the company and that’s his job.

So, he has built a personal brand for himself on LinkedIn in which every single day he is sharing insights about retail, about how to get on retail shelves, about what he’s seeing in retail trends. He’s walking around Target and taking photos of shelves and then posting, you know, “This is the beef jerky aisle is looking interesting and new today,” and whatever it is.

And he’s got like 6,000 followers because he’s been doing this for a while, but it converts, it converts because people see those posts and, eventually, first they say, “Oh, this is useful.” And then they say, “Oh, this guy is consistently useful. I should follow him.” And then they say, “Oh, we should hire that guy,” right? That’s how it happens.

And the reason for that, and this is very, very important, so let us keep it in mind as we do this, and that is that content builds relationships, and relationships convert. That’s it. Content builds relationships and relationships convert. So, when you put content out into the world, people say, “Oh, I like this person. I know this person. Now I feel like I have a relationship with this person.” Pete, that’s why you reached out to me is because you see me on LinkedIn every day and so I’m on top of mind to you.

And then eventually that relationship converts in some way where they say, “I’ve got to have this person on my podcast. I’ve got to hire this person. I’ve got to promote this person.” Okay, so with that as the premise, let’s start by talking about personal brand. Everyone gets the phrase personal brand wrong because they optimize for the word personal, “Oh, I got to post what I had for breakfast on LinkedIn,” or, “I got to…” No, no, no.

We have to actually put the emphasis on the word brand. You are treating yourself like a brand. And what is a brand? A brand is three things. A brand is simple, a brand is repeatable, and a brand is scalable. Just apply that now to the first brand that you can think of. Coca-Cola, McDonald’s, what are they? They’re simple, repeatable, and scalable. You know exactly what Coca-Cola is. You know exactly the message that it has. Happiness.

And then, it’s repeatable. You say it over and over and over again in infinite ways, “Happiness, happiness, happiness.” And then scalable, they’re going to find constant new ways to reach as many people as possible with that message. That’s what a brand is. That’s what you need to become.

So, the first step of this is that you have to turn yourself into something simple. So being a personal brand is not talking about everything. It’s talking about one thing and doing it over and over and over again. So, I have a little framework with four questions that I will share with you for how to simplify yourself, how to turn yourself into something simple. And that is this.

Now, this is something I will caveat that I am usually teaching to people who own businesses, but it can very easily be applied to people who work at businesses, too. So, for someone who’s in a business, it would be like, “What is your product?” But for you, it’s, “What is your deliverable? What is your area of expertise? What is the thing that you hired for?” So that is it. What is that?

And then the second question is, “Who does that serve?” which is to say, “Who are you trying to reach? Who are you trying to impress? Who do you want to be very aware of and interested in you?” Question number three is, “What problems do you solve?” So, for the people that you serve, whether that’s a person, you know, a superior at a company or whatever, or the customer, “What is the problem that you solve?”

And then, number four, very important, most important, “How can you address that problem with content?” So, if I’m Matt who helps companies get onto retail shelves, that is my job. Well, what is my product or what is my service? I help companies get onto retail shelves. Who does that serve? Who do I serve? I serve founders of brands who have products who want to get on retail shelves. What problem do I solve? They don’t know how to get on retail shelves. How do I solve their problem with content? I can inform them about how to get on retail shelves.

Now I have narrowed it really specifically. And then if you want to go even further, I was talking to Matt recently about “How does he take it up a level?” And I said, well, start to think about, “What are the major problems that people have when they come to you for business?” So, it’s like, “Why do they hire you after a previous solution that didn’t work?”

And he’s like, “Oh, well, that’s because they got into Whole Foods, but now they can’t get into Target,” or, “They got into a couple retailers and then their sales flatlined. They can’t figure out what to do.” Great. Okay.

So, you now know the problems that they have, start to answer them in your content. Start to address that in your content, because they’re going to see that you have answers to the problems that they’re walking around with, and now you are incredibly relevant to them.

And now you have to be incredibly specific and specific, I said specific twice, but sure, why not? Because it’s very important. And consistent is what I meant to say. You have to be really consistent about this. Just be really regimented and consistent. Now you are simple. Follow me so far?

Pete Mockaitis

Simple, repeatable, scalable. And I guess I’m thinking that they could be quite possible to come up with some pitfalls, I’m guessing, in terms of, “You’re too generic.” It’s like “Oh, I help businesses with marketing.” It’s like, “Oh, okay. Well, no, no, no, let’s get much more specific here.”

Jason Feifer
Very, very important. Right. Because if you try to be something to everyone, you will be nothing to nobody. And so, the way in which you have to signal value is through a really knowing level of specificity about who you hire. I mean, I tell people this all the time, if they’re building a business, like, “You don’t want to be, ‘Hey, we help businesses with marketing,’ because that doesn’t tell me anything about anything.”

And if I am a business looking for marketing, I’m not going to trust someone who’s just like, “Hey, I help businesses with marketing.” Instead, what you need to do is be incredibly specific about who you serve such that they think, “Oh, this person is for me. This person is for me.” “I help small businesses with less than five employees who are building SaaS products in the finance space with marketing because that is my area of expertise and I understand exactly what they need.”

And if you’re that person, you say, “Oh, my God, finally, I found my person.” And if you’re not, well, that’s fine. That’s not who you’re serving anyway. There’s something to keep in mind. Here’s a little kind of secondary framework here, but it’s something to keep in mind, is that there’s a thing that I like to call the first question. And the first question is the first question that anybody asks whenever they encounter anything.

“Is this for me or is this not for me?” That’s what you’re asking, “Is this for me or is this not for me?” We have limited time. We’re not going to waste our time on things that are not for us. We just want to filter things by, “Is this for me or is this not for me?” So, we started this conversation, and if you’ve made it this far into the episode, then you decided, “Oh, this is for me.” You’re not listening if this is not for you.

So, we have to know, whenever we’re producing something, like content on LinkedIn that’s going to reach people, that people are going to ask that question unconsciously of every single thing that they see, every post that they see as they scroll LinkedIn, they’re going to ask, “Is this for me? Is this not for me? Is this for me?” So, we have to anticipate that, we have to answer it as fast as possible.

So, the first words, and we’ll talk about content later, but like the first words that you write have got to be answering that. The way in which you show up on LinkedIn has to be answering that. The way in which you identify who your target is has to be answering that because, otherwise, people will tune you out. So, yeah, Pete, you’re exactly right. It’s got to be super specific.

Pete Mockaitis
Certainly. And it’s funny how it’s like the algorithms, and people talk a lot about the algorithm or the algorithms, I think that is, ultimately, what they’re trying to achieve is matching the giant catalog of stuff, whether they’re tweets or LinkedIn posts or Netflix or movies or YouTube videos or TikTok shorts, like, “Hey, I got a bunch of stuff, and I got a bunch of people. How can I get the right stuff to the right people?”

That’s what they’re trying to do in their little digital brains as best as they can, and then sometimes they do better or worse. And so, I think this is really vibing, says, if you want to do well on LinkedIn, for instance, you want to be swimming with the current instead of against the current, in terms of, “Hey, let me make it easy for you, everybody. This is who I’m for.”

Jason Feifer
Exactly. And you have to do that not just for everybody, but for the algorithm, because the algorithm is not some uncontrollable stroke of luck. The algorithm is trying to understand who your content is for. So, help it do that. And then you can use it to your advantage. I’ll tell you what the LinkedIn algorithm is for, and then we can get back to simple, repeatable and scalable because we’re still on simple.

But the LinkedIn algorithm is looking for three things. Ready? And this is not me making this up. This is multiple conversations with the people who build the algorithm at LinkedIn. So, it is number one, it is looking for knowledge and advice, and that’s their language, knowledge and advice. So, they don’t want life updates. They want knowledge and advice. They want you offering direct information that is useful to an audience.

And then, number two, they want it built off of your specific authority. So, LinkedIn is actually doing this crazy thing where it is looking at your background, because it’s got your resume. It’s looking at your connections. It’s looking at all past content. And it is making an algorithmic assessment of where your authority is, and it will amplify posts that live inside of your authority, and it will not do that for posts outside of your authority.

So, for example, if I write about marketing that is within my authority, LinkedIn sees it, it amplifies it. If, for some reason, I decided to write about anthropology one day, it would look at it, and be like, “This guy doesn’t know anything about anthropology,” and it would not amplify that. So, you really want to stay in your lane.

And then number three is meaningful comments. So, you want to write things that are going to get the kind of people that you are targeting to leave meaningful comments. And by meaningful comments, I mean more than like, “Yes!” or emojis. Like, give people something to have something to say about.

And the algorithm is literally looking for that because that is a sign of validation that it has reached its target audience and that that target audience is interested. And the more in which you’re getting meaningful comments from people, the more in which the post will be amplified to other people like them.

Pete Mockaitis
Well said. Okay, so you said we’re just on simple. Let’s hear repeatable.

Jason Feifer
Yeah, I know there’s a lot here. Okay, so now we have to think about how are you going to show up as that brand. And I came up with this concept. I call it the 5% character, and it goes like this. So, Pete, you are a 100% person, would you agree?

Pete Mockaitis
Yes.

Jason Feifer
But the thing is that most of that is not relevant to the people that we serve, professionally, at least. It’s just not, right? Bring your whole self to work? No. Actually, you have to bring the specific targeted, most relevant version of yourself to work or, certainly, to LinkedIn.

And so, I think what you need to do is assess what 5% of thoughts and expertise of yours is most relevant to that audience? What way in which you engage is most relevant to that audience? Some days I wake up cranky and some days I wake up enthusiastic. Only the enthusiastic version of me is relevant to my audience. The cranky never is, right?

So, once I understand who I am to that audience, what part of me is relevant, then I can start to build what I call the 5% character out of it, which is that I start to ask myself, “What brand attributes are embodied by this 5% character?” So, what does that mean? Really abstract, but really specific. So, 5% character for me, “I am a guy who simplifies complex problems for people in business.”

That’s how I see myself. That’s what I do. That is my offering to the world. I simplify complex problems. And I do that specifically and mostly through understanding communication and people. So, I can tell people how to do storytelling and how to understand the complex problems around them.

So okay, now, I think about my brand attributes, “How do I want people to think of me? How do I want to show up regularly on social media?” And so, I came up with some attributes. Here are some of them. Energetic. You’ve heard that as I talk to you, right? Like, if Pete and I were having coffee, I wouldn’t talk like this because it would be annoying.

But I do talk like this when I’m performing as my 5% character. I’m showing up on a podcast and I’m embodying this version of myself that is simplifying complex problems and is being really helpful to people. So, I have a way in which I’m speaking and that also translates to how I write. My writing is very sharp. It’s poppy. It’s lively. That’s how I want to do it.

And the reason to do this is because once you know who you are on social media, then it becomes much easier to show up like that every day. So, when I sit down every morning to write a post on LinkedIn, I think, “What does the 5% character version of Jason Feifer have to say about this?”

So that is how you become repeatable. And then scalable is when we get to actual content, when we actually start talking about how to make the content.

Pete Mockaitis
That’s really intriguing. A character. It’s a 5% in that it’s within you, so it’s not utterly contrived. So, it is authentic in so far, it is genuinely a part of you, as opposed to something just invented, fabricated. But it is focused, distilled, polished. So, it’s like we have a very nice left foot of Jason that the world is admiring.

Jason Feifer
That’s right. The word I use, and all the words you used were great, but on top of it, intentional. It is intentional. It is the intentional, consistent version of you that, once you define for yourself, you can always show up that way. And that’s the critical distinction. If we don’t define this for ourselves, then we might show up differently every single time. And then we just create more noise.

But we want to create signal. We want to do things on repeat so that eventually people say, “Ah, I remember this person,” “Ah, yes, I want to follow this person,” “Ah, yes, I want to hire and spend money on this person.” This is why if you watch great personal brands, like just think of anybody who you follow, Gary V, you follow Gary V. Gary is so repetitive, so repetitive. And it’s because that works.

Because if Gary said some random new thing every time, or he showed up in some different way on a regular basis, then he would be noise. He wouldn’t be memorable from the first time you saw him to the next time you saw him, and it would just, you’d lose track of him. But because he’s being really repetitive in the way in which he’s talking and the way in which he’s showing up and the topics that he’s hitting, now he’s going to say new things each time, but those things are really all versions of the same thing.

And, by the way, I once, years ago, I’ve known Gary a long time. So, Gary emails me one day, and he’s like, “Hey, you want to get a drink?” And I said, “Sure.” And then a fun thing about Gary is that if you get a drink with Gary, it means that he’s going to give you, like, an incredibly hyper-specific time. He’ll be like, “Be at this place at 8:43, and I’ve got 17 minutes for you.” It’s so crazy, but I’ve talked to lot of people and they’re all like, “Yeah, that’s Gary’s thing.”

So, anyways, I show up and Gary has the camera rolling because he’s always got a camera on him, and he is Gary and he’s very energetic. And then the camera guy’s like, “Yeah, we got what we needed,” and the camera guy wanders away, and then Gary changes. And then he becomes, not a completely different person, but a more complex person.

He’s not talking quite like that. He has a softer tone. He’s slower. He’s more thoughtful. We’re having back and forth. He’s more nuanced, right? Like, that is actually the moment in which I realized, “Oh, Gary is playing a character named Gary. Like, when I see him on social media, he’s playing a character named Gary Vaynerchuk.”

But then when the cameras are off, he becomes actual Gary Vaynerchuk. And the character Gary Vaynerchuk is inside of that real Gary Vaynerchuk, but it’s just one thing that he’s activating every single time. And that’s being intentional.

Pete Mockaitis
Now, that’s interesting. And, well, now I’m thinking, so you and I both know and love and respect Pat Flynn. And so, I have watched lots of his content, had him on the show a few times, met him at a couple conferences, hung out and got some burritos.

Jason Feifer
Nice.

Pete Mockaitis
And my experience of Pat, and people will say this about famous people, in general, like as a positive, virtuous attributes, it’s like, “Boy, you know what? It sure seems like Pat’s just the same sweet, generous, thoughtful, person in all of his content as he is in person.” And so, I mean, that seems to be the case, and that seems to be a positive. So, to what extent is that contrast with a Gary V. and square with your overall message here?

Jason Feifer
So, everyone is going to make different decisions about how much of their whole version of self they will show to others and in what context and when. And it’s true, Pat is extremely consistent. The Pat that you see on camera is pretty much the same Pat as if you’re talking to him in real life. But, you know, Pat’s a more complex person than what you see on camera. Everybody is. How could you not?

Nobody would want to be friends with or be married to a person who is as simple in real life as they are on camera. So, Pat has done a great job, because he’s such a good content creator, of developing a focused version of himself that is truly appealing and digestible and scalable, and that is absolutely him. But is still just a part of him. It’s still just a part of him.
Pete Mockaitis
Oh, sure. I mean, I haven’t like, you know, been in his house for a week.

Jason Feifer
Yeah, right, right, right. And that’s the thing to remember, right? So, I’ve seen Pat in two interesting, different professional contexts, which is that, number one, we’ve worked together on a bunch of smart passive income stuff. But then also I took my kid to his Pokemon conference. And, you know, it’s interesting how it’s a version. It’s the same version of Pat, but when we’re doing business, he only talks about Pokemon in the context of lessons of content creation.

And when he’s doing Pokemon, he almost never really talks about business, unless he’s using it to help explain his own journey, “I did this and I did this and then I discovered this.” And so, he’s being thoughtful about how to utilize these different arenas of knowledge to be most relevant to the audience that he’s speaking to. And that, I think, is a critical part of this.

We all know lots of things, but we have to make sure that the things that we know are delivered in a way that are going to be most relevant and helpful to the audience in which we’re serving. And we have to think of everything and everybody. “Who am I speaking to right now? What do they need from me right now? What is going to be most relevant to them?” And so, this is what I mean.

Pete Mockaitis
Yeah. And I think, in a way, all of us humans are pretty much doing this all of the time as we engage with different people in different contexts. And so, what we’re doing here is we’re just really clarifying, in your digital realm, if you want to show up in a particular way that is efficacious, this is what it’s about, and it requires a bit more proactive conscious thought than what we do subconsciously that, “I show up differently at Catholic mass than I do at my child’s friend’s birthday party.” We’re doing a different thing with different people for different purposes.

Jason Feifer
And it is easier to do that. I really like the way that you just framed that because what I am describing with the 5% character is, indeed, a version of what we do all the time. But the reason it’s important to think about it is because the context in which you are in will help guide the version of you that you should be.

Because you are in a very specific setting, you are surrounded by people who are also part of that setting, it is easier to fall into the right version of yourself that’s appropriate for that time. It is harder to do that on social media because it’s chaos, it’s noise. You’re seeing everybody do everything. And so, you’re going to go on, you’re going to see…

Pete Mockaitis
Yeah. So, you think it’s fine to do that. That’s a great point. Because we see everything, you may think it’s fine to do everything, but, in real life, we don’t get those cues. It’s like nobody is grunting and high-fiving at like a professional business luncheon, the way they are at a gym, you know. And yet, in a social media world, you see it all. And so, you might take the cue, it’s like, “Oh, it’s okay to just do whatever here.”

Jason Feifer
“Do whatever. I’ll just say it, yeah, say anything. Oh, they’re talking about this stuff over there. Maybe I should join that conversation.” No, do not show up just as yourself. The more in which you can think of yourself as a product in a marketplace, like when we’re engaging in a personal brand space, you are engaging in a marketplace of ideas in the same way that Old Spice is engaging in a marketplace of deodorants.

You are engaging in a marketplace of ideas and you have to be a product, and the product does not change. You don’t take Old Spice deodorant and put it next to orange juice and it becomes orange juice. It doesn’t. It always is Old Spice. And you always have to be that solid, too.

So, the more in which you think, “This is every day how I show up. This is how I talk. This is how I do not talk. This is what I talk about. This is what I do not talk about,” the more in which you will create that signal, and you will not be tempted to just morph into whatever you see.

Pete Mockaitis
Okay, so simple, repeatable, scalable. Lovely. And so, you mentioned a little bit about what LinkedIn is looking for already. Any additional comments there?

Jason Feifer

Yeah, well, so scalable is really about how to write content. And so, let’s just touch on that briefly, which is, once we’ve decided how we’re going to show up, then we have to know how to communicate on LinkedIn. And here’s the thing to know. Most people make the mistake of writing very dense or complicated openings or there’s a lot of throat-clearing.

You’ll find people who are writing like, “Last week I was thinking about…” Nobody cares last week what you were thinking about, right? That doesn’t matter. So instead, you have to always remember what I said about the first question, people are asking, “Is this for me? Is this not for me?” The first things that they see from you have to start addressing that.

So, I challenge you to do the following things in every post. Number one, visual. Find a compelling visual, maybe even put a caption on top of that visual with some text that’s going to draw some people in. For example, I write a lot about marketing on LinkedIn. And so, I would find, for example, a funny ad that Uber created.

And then I’m not just posting the ad, I’m going to write a little caption on top of that ad in the graphic that I’m uploading to LinkedIn, because that’s the first thing people are going to see. The thing that’s going to stop the scroll is actually the visual. So, they’re going to see the visual and then they’re going to wonder what you have to say about it.

And it could be a visual of you. It could be just a really compelling photo. It could be an interesting chart, but you got to have some context onto that chart. It could be anything, but you got to have something. And then the next thing that you want to write is that you want to write some language that signals who this post is for. And then after that, you want to signal the value that is to come. That’s what you want to do.

So, for example, I just told you like I wrote this post just two days ago or something – I’m to pull it up as we’re talking – in which I wrote about an Uber commercial that was really funny. So, what it is, I grabbed the video and I put this caption on top of it, and the caption said, “Uber’s ad was so good, it won an Emmy.” That’s the caption. Now, don’t you immediately want to see the ad, “Wow so good, it won an Emmy? Let’s see.”

Now, here’s my first line. This is what I wrote. This is all anybody sees, because LinkedIn will cut off after the first, like, so many characters. So, this is all anybody sees. It’s got to be good enough that people want to click more and read more. This has got to be compelling. This has got to drive people to take an action. And that action is, here’s what I wrote, I wrote, “Now this is how to speak to young people and turn them into customers.”

So, what have I done? Now, “This is how to speak to young people.” That is now signaling to anybody who is in a business where they need to engage young consumers, young employees, anybody, anybody who’s worried about thinking about that, that this is somehow relevant to them. And then I say, “And turn them into customers.”

At which point I am now promising that the next thing you’re going to read is going to help explain that. I’m going to pay off on that promise. And then if you open it up, that’s exactly what I do. What I do is I introduce an idea, and that idea is stop trying to be your audience, start respecting your audience. And it’s the difference in how Uber was talking to that young audience.

So, this is the language. I call this the three-hook structure, right? So, the first hook is the visual. The second hook is telling who this is for. And then the third hook is what is the value to come. And you do that all in a really nice and fluid way. And you try to be as punchy and simple in your language as possible and just start to experiment and you’ll see what people engage with. Try different formats. And, eventually, you will start to see your own patterns of what your specific audience wants from you.

Pete Mockaitis
And when you talk about the hook, it’s funny, it’s almost kind of like standard issue is like the first sentence, it just has a hook. It’s like, “What? Tell me more. What’s going on?”

But sometimes, they’re clearly written by AI often, it’s like, in a bad way. Like, there’s not actually any substance to back it up. It’s, like, “Yesterday, I quit my job,” or something, or, “I had to fire someone today.” It’s like, “What? Why? Tell me more.” You know, it’s like you can tell what they’re going for. And then, often, you kind of wonder, it’s like, “Well, did you really? Or are you just like making stuff up to try to get me to read your LinkedIn post here?”

Jason Feifer
Totally. Totally. Or, people will do like, “Now this is what teamwork looks like,” and it’s a photo of their team. And that’s great. Good for your team. But there’s no reason for me to click and learn more about that, because you’re not promising anything. That’s what teamwork looks like? I don’t care. Or, a lot of people will also just get too in the weeds.

I mean, who was I just talking to? Somebody in logistics, and they want to position themselves as an authority in logistics. And they showed me some of their posts, and I was like, “You know what? I literally don’t understand the language that you’re speaking right now. It’s full of acronyms and it just feels dense. It just feels dense.”

The best thing that you can do as a writer, as a creator of any kind of content is just look at it through the lens of someone who is just stumbling upon it. Like, take yourself out of you, and imagine me or Pete, just coming across this thing and looking at it. Are we interested? Are we going to spend the time? Or is this too dense and it’s too complicated? And if so, then simplify it so that it makes us stop and read.

Pete Mockaitis
That’s good. Any other thoughts on what LinkedIn is looking for?

Jason Feifer
Well, let me tell you the number one frustration that people in my world, which is to say people who are trying to reach tons of people on LinkedIn have, and that is that the LinkedIn algorithm is constantly changing, and it is. And everyone always complains it’s harder and harder to reach people on LinkedIn. And I’ve put this to LinkedIn.

And their answer, I think, is really instructive, especially for people who are listening to this show. Because what they’re saying is they don’t actually want things to go viral on LinkedIn. And they don’t, actually, want people to be trying to reach the masses on LinkedIn. What they want is for people to use LinkedIn to find economic opportunity. That’s the language they always use, economic opportunity.

Which is to say, and I was like, “Give me an example.” And Dan Roth, who’s the editor in chief of LinkedIn was talking to us. He’s like, “I was just talking to this nurse, and she’s wanted to shift into this specific position at a hospital or something. And so, she started posting kind of insights into best management practices inside of healthcare or something. And then somebody at another hospital saw that and reached out and hired her because of that.”

He’s like, “That’s success. That’s what we’re looking for.” Which is to say, you don’t have to reach tons of people. You just have to reach the right people, as I said at the very beginning, and don’t get discouraged if your numbers are small.

Because if what you just want is more economic opportunity, well, then all you really need to know is who do you want to reach? And then how do you show them, don’t tell them, show them that you are an authority that they should take seriously, that you are great talent that they cannot overlook?

This is a long game. You have to have a lot of patience with it. You have to take it very seriously. You have to be consistent. But, over time, if you do it, people will find you. And that’s the point.

Pete Mockaitis
Okay. Well, and then your third pillar there was how to create great content. We’ve hit a couple of those bits. Anything else you want to make sure to highlight?

Jason Feifer

Yeah, there’s one other thing, which is let me tell you my number one tip for content idea generation. People always ask, “How do you get your ideas? How are you writing every day? What do have to say?” A couple of things to know.

Number one, I think that the best content comes from real life and will come up in real life, which is to say that I just use the Notes app on my phone. And any time that this little “Boop!” goes off in my head, which says, “Interesting!” I don’t let it pass me by. I write it down. I capture it in real time.

And what I am really doing is I am creating an ever-filling backlog of content ideas. Because if you sit down to write a LinkedIn post, you will have no idea what to write about. But if you just start capturing interesting things, just think about interesting things at work, “What problems did you recently solve? What came up in some meeting and you’re like, ‘Oh, that was a good way of thinking about that.’ Or, ‘This is a thing that I did and it worked really well.’”

Like, whatever. You’re not giving away confidential information. But like what are you seeing? What’s coming up? What did you just do to solve that problem that actually is based on something that you do all the time? “You know, the way that I did that is that I always first look at this. And if I look at this first, that it usually gives me a good direction.” Great. That little framework, that thing that you, that is content. So, constantly be capturing those things so that you can then sit down and produce that content.

And then the second thing I want to share is that it doesn’t have to be new every single day forever. So, you might write a post and it does okay. And then give it like a month, and now write another version of that same post. It was a good idea. Maybe you can do it better. Maybe you can find another more compelling way to do it. Maybe you wrote a post and you realize, “Actually, this is kind of like two posts. Like, I have two ideas here.”

So, I am always going back to my old material and just sort of like tweaking it or updating it or doing something new. So, the more in which you do this, the more material you have, number one, in your Notes app on your phone, and then, number two, on LinkedIn, and then it starts to become much easier and you start to get into a flow and a rhythm. So, you need to create some systems so that you can do it.

And then, actually, Pete, sorry, one more thing. I keep promising that this is the only thing that I have and that I just keep adding one more. But final thing is you might be wondering “How often should you post?” And I told you I post every day, Monday through Friday. Don’t do that to start. Don’t do that. You’ll get overwhelmed and you’ll never do anything.

Instead, I challenge you, “What is the minimum amount that you can definitely commit to?” or the maximum amount, I suppose, any amount, just commit to some amount. So maybe it is once every two weeks. Fine. Once every two weeks, do it once every two weeks. Pick it every other Monday, you’re going to write a LinkedIn post. You can spend two weeks thinking about it.

And then, once you’ve got that regularly, once you feel like you’re in a real flow once every two weeks, see if you can add another. Now, can you do it once a week? Great. Now get comfortable with that. So, you never want to take, if you try to do this too often, you will not do it at all. The more important thing to do is to just be building the habit over time. You’ll get better at it. It’ll become easier.

Pete Mockaitis
Well, Jason, are there any tools or resources or experts or websites or newsletters or just things to check out to get ever better at this LinkedIn game?

Jason Feifer
Absolutely. Well, let me tell you about my newsletter. It is not specifically about LinkedIn, but it is very much about simplifying complex problems and communication. I share a lot of great communication tips on there, and it is called “One Thing Better,” each week, one way to be more successful and satisfied and build a career or company that you love. And you can find that by going to the web address, OneThingBetter.email.

Pete Mockaitis
All right. Thanks. Well, now could we hear a favorite quote?

Jason Feifer
Malcolm Gladwell, bestselling author Malcolm Gladwell, said this to me. He said, “Self-conceptions are powerfully limiting.”

Pete Mockaitis
And a favorite book?

Jason Feifer
The last thing that I just was obsessed with was The Three Body Problem, the full trilogy. I could not recommend it more strongly. I think about it all the time. It is like a big hypothesis about the grand scheme of the universe, and I just adored it. So, The Three Body Problem.

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

Jason Feifer
The most valuable thing that you can do is to be constantly seeking the thing that is available to you that nobody is asking you to do.

We spend so much time at our jobs, doing the things that people ask us to do, and that’s fine. But if that’s all you do, then you are only qualified to do the thing you’re already doing. But to do the thing that nobody’s asking you to do.

That is actually where growth happens, because that’s where discovery happens. That’s where new opportunities come from. That’s where new skills are learned. That’s where new connections are made. So, I would step back and ask, “What is available to you,” in the abstract, “available to you because you could pursue it; available to you because you could make a phone call or you could go to a website, anything? What is available to you that nobody is asking you to do?”

Pete Mockaitis

All right. Jason, thank you.

Jason Feifer
Thank you. I am so glad that you impulse invited me onto the show.

1109: How to Find Great Mentors and Build Your Legacy with Dr. Deborah Heiser

By | Podcasts | No Comments

Dr. Deborah Heiser discusses how and why to find mentors from all directions.

You’ll Learn

  1. The fundamental human need that mentorship fulfills
  2. Why most struggle to find mentors—and the simple fix
  3. The unlikely places where you can find more mentors

About Deborah

Dr. Deborah Heiser (Ph.D.) is an applied developmental psychologist, the CEO/Founder of The Mentor Project, and author of The Mentorship Edge: Creating Maximum Impact Through Lateral and Hierarchical Mentoring. She is a TEDx speaker, member of Marshall Goldsmith 100 Coaches, Thinkers 50 Radar List, expert contributor to Psychology Today and is also an Adjunct Professor in the Psychology Department at SUNY Old Westbury.

Resources Mentioned

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Deborah Heiser Transcript

Pete Mockaitis
Debra, welcome.

Deborah Heiser
Thanks for having me. I’m delighted to be here.

Pete Mockaitis
Well, I’m excited to chat about mentorship, and I understand that you currently have a 21-year-old mentor. What’s the story here?

Deborah Heiser
So, I am 57. I’m a Gen Xer. And I decided that I wanted to try out social media for the next big thing that I’m working on, and to get some word out there. So, I asked if this person, who’s 21, could mentor me. I didn’t say, “Hey, can you be my mentor?”

But we talked. And he agreed. And so, he’s been mentoring me for two and a half months now. And it’s amazing to be in the position of a mentee. It made me have a whole new perspective.

Pete Mockaitis
That’s super. Well, could you share with us what’s a social media insight you’ve picked up from this 21-year-old phenom?

Deborah Heiser
That it is not as easy as it looks, that there’s a lot of work that goes into it. There’s a lot of thought that has to go into it. Even the things that are supposed to look really completely off the cuff, they’re generally not. So that was really a new insight for me.

Pete Mockaitis
Understood. Thank you. Yeah, I think I’d heard Mr. Beast, a top Youtuber, say, “People are surprised all the time when they learn just how much tremendous work and effort goes into these videos. We’re not just a bunch of folks goofing around. There’s huge sets and teams and productions.”

Deborah Heiser
You know, it wasn’t just the work, right? I had to learn from him the work. I had to learn the culture. So, the very first livestream he put me on TikTok, I was getting all of these comments that were coming into the feed, like, “UNC” was one of them. I was thinking the person was talking about the university. No, it’s “unc.” It means I’m old and outdated.

So, it was really funny to learn about how people perceived me in the Gen Z population, and how I needed to learn the culture and learn what was relevant to people that were outside of the Gen X age group.

Pete Mockaitis
Oh, shucks. Well, you know what, I guess I’m learning something too. I thought “unc,” I knew it was short for uncle, and it meant that this person is older, but I had sort of hoped and thought it might’ve had affectionate connotations, but you’re telling me it doesn’t, okay.

Deborah Heiser
No. And I learned that without knowing that. He had to explain that to me. And so, that was kind of funny.

Pete Mockaitis
I just remember Bryan Johnson is often called the “Immortal Unc” and I thought that was endearing, but I guess it’s not. Okay, I’m learning. Well, so I think that’s a nice little lesson in terms of mentorship, in terms of the things maybe you thought you know, maybe you don’t. And you get that wisdom from different perspectives and engaging in different kinds of folks.

So, you’ve been in this game for a while. We got the book, The Mentorship Edge, which we’re chatting about. You are the CEO and founder of The Mentor Project. So, could you maybe kick us off with anything that’s particularly striking or surprising for folks when you’re teaching about mentorship and they go, “Whoa, seriously, for real?”

Deborah Heiser
Everyone is a mentor and you just don’t realize it. So, most people think that mentorship is for work and it can be and is, and that’s a great place to look for mentorship or to become a mentor. But mentorship is something that’s in our families that we’ve been doing forever. If you subscribe to any religion, that’s passed down through mentorship, centuries.

We’re never going to remember Bob the accountant, but we remember what religion and the traditions and the values that we have in our family that get passed down. And we often take that for granted, but that’s mentorship, all of that is. The family traditions at every holiday that you engage in, that’s mentorship.

So, we’re doing all of this and we just don’t give credit to the grandmas and grandpas out there who are doing this every day, or to ourselves when we say, “This value means something to me. I’m going to pass it on.” So that’s a big surprise to a lot of people. They think that mentorship is saved for someone with an advanced degree or a specific title, and, really, it’s not. Everybody is always mentoring and they’re being mentored and we just don’t always realize that.

Pete Mockaitis
Okay. So, we’re always mentoring and we’re always being mentored, and you mentioned some of those contexts. What exactly is your definition for mentorship then?

Deborah Heiser
Mentorship actually has five components to it. So, it has to start with the developmental… I just want to say that we’re developmentally, just like walking and talking is a developmental life stage. We are developmentally programmed to want to give back. And so we are, it’s like a developmental milestone. So, it’s something that we should be expecting to do.

So, it first starts with generativity. And generativity is where we have a desire to give a bit of ourselves to somebody else without expecting anything in return. We’re all doing that. If a friend calls and says, “Hey, can I pick your brain?” You don’t say, “Buzz off.” You say, “Of course.” We’re always doing this.

And the reason we do this, engage in generativity, is because we like that a little piece of us lives on in somebody else. We like that we’re valued enough, or something that we value is valued enough, that somebody else wants to carry that.

The next thing it needs is intrinsic motivation. So, if I’m being paid to mentor, I’m not a mentor. You have to be doing it simply because you want to do it. And the example I give is if I said, “Hey, Pete, would you like to go volunteer at a soup kitchen, giving out food and beverage to hungry, thirsty people?” You might say, “Yes.”

Now imagine you’re on your way to the soup kitchen to deliver food and beverage to hungry, thirsty people, and I say, “Hey, Pete, take a left. I want you to go to Starbucks and volunteer your time there instead.” Well, that’s going to have a whole different feeling, even though you’re giving food and beverage to hungry, thirsty people for free.

And that’s what we need with mentoring. And we do this all the time. We’re all very helpful to others. We want to be, we like it, we get a good feeling from it. We also need to have a meaningful connection. So, a lot of people will say to me, “Oh, my gosh, I have this toxic mentor, the person is horrible. How do I deal with it?” But that’s not a mentor. You have to like the person. They have to like you. It’s kind of like a friend.

If you have some friend who is mean to you, they’re not your friend. So, you need that meaningful connection. You also need trust. So, Pete, if you were a boss of mine and I had an issue where I didn’t know how to do something at work, I might wonder if I could go to you and say, “Hey, I don’t know what I’m doing. Can you guide me through this?” Because I might think, “Wow, he’s going to find out I don’t know what I’m doing and he’ll never give me a raise or a promotion.”

So, likewise, if I was your mentee and you said, “I’m not going to share my knowledge and expertise with her. She’s going to go start her own company with that.” You have to trust me, but that has to go in both directions. And, finally, there has to be a goal. A lot of people think, “I’m just going to meet with somebody for an hour every week, and I’m just going to meet with them, and somehow I’ll get mentorship.”

Mentorship is an exchange of something with a goal. So, it’d be like, “Can you tell me the lay of the land at work?” or, “I’m a hardware engineer. Can your software engineer help me solve a problem that I need to have that involved with it?” It’s combining that. As long as it has all five of those, it’s mentorship. If it’s missing one, it’s not. It’s like baking brownies without sugar. It’ll look like it, but won’t taste like it.

Pete Mockaitis
Okay. Well, so understood, those are the components that exist within that. And so, I’m hearing you that those five ingredients can be present in all sorts of relationships, interactions, as opposed to formal career professional, “I want to sharpen my skills in digital advertising, whatever, exchanges.”

Deborah Heiser
It can be in all of those. I’ll give you an example. Irene Yachbes, she worked for NASA. She pushed the launch button on the mission to Mercury. She’s an aerospace engineer. She’s smart. She went to work for IBM, and she walked in and she said it was like going to the first day of middle school, “Who do you eat with? Where do you go? What do you do?”

So, this very smart person was looking for, “I don’t even know where the bathroom is here.” And so, she said, “I just need to know the lay of the land here.” And so, somebody at her office was giving a talk in her first week, and said, “If anybody would like a mentor, reach out to me.”

So, Irene called me and she said, “I can’t reach out to her. I’m too intimidated. I’m brand new here.” And I was like, “What are you talking about? Just email her.” And she did, and she said, “I just need to know the lay of the land. Can you help me out with that?” And the person said, “Yes.” They met for 15 minutes and that led to a four-year mentorship.

So that does apply. The person liked Irene, Irene liked her. It ended up that all five of those components were met. We just don’t think about those components when we’re reaching out to somebody. But she didn’t say to her, “Hey, mentor me.” She came with a specific goal.

Pete Mockaitis
Understood. And I think that just going through those ingredients, I think, might spark some ideas for people here, it’s like, “Hey, you know what? I’ve got a sense of a meaningful connection and trust with this person who knows some stuff that I need to know. Why the heck don’t I just go ahead and reach out?”

Deborah Heiser
Yeah, it’s the same as when we make friends. You know you don’t have to go through your thing, and say, “Does that person share my values?” No, you could have 10 people that cross your path, and there’s one that you say, “Ooh, I like that person. I’m going to hang out with that person.”

If you were to dissect that, you’d find out that you have criteria that you’re checking off to see if it matched for that. So that’s all that I’m saying with this checklist that is for mentoring.

Pete Mockaitis
Okay. Now you’ve said that about half of young professionals say they feel kind of lost in their careers. What do we think is behind this and how does mentoring play in?

Deborah Heiser
I think that most people that I’ve talked to say they’re intimidated and they think that mentoring is only hierarchical. They have also said to me that they are looking for somebody who’s going to open the doors and lift them up into the new job they want. That’s too vague. If I said to somebody, “I want you to solve all the problems that I don’t even know I have,” there’s an issue.

So, people come to me and they’ll say, “Can you be my mentor?” And I’ll say, “Sure, what in? How? What would you like me to help you with?” And they say, “I don’t know.” And then I have to say, “Well, okay, what are some of your goals?” “I’m not sure.” And so, all I say to people who are starting out is have a tiny ask, one small ask.

So, if somebody like Irene said, “Can you show me the lay of the land?” A person could say yes or no. And that’s an accomplishable goal. And within that very first moment, you can determine, “Is this somebody I could mentor or be mentored by?” You can feel each other out. So, start with something super, super small.

You could ask a person, “Hey, I would love to learn an aspect of the job that you do in advertising. I think that I could learn from you. Can I just ask you a few questions?” And you just have something that could take maybe five minutes, and then you can take it from there. That person may or may not be the person that’s best for you.

And the other thing is I tell people is you do not have to look hierarchically up the ladder. That’s very limited. You only have a certain number of people who are directly above you. But if you look to your left and to your right, you have countless people who can help you. And if I look at all of the cases of the people who are like famous lateral mentors, that’s the founding fathers of the United States. Nobody was the boss.

Every entrepreneur who starts a company, they can’t look up. They have to look to their left or to their right. Steve Jobs looked to Steve Wozniak as a lateral mentor. All of these cases are people who didn’t look hierarchically for help. So, anybody who’s starting out, if you’re feeling vulnerable, insecure, look to your left or to your right, somebody in a different department.

And you can ask them questions. You can say, “Hey, from an outside perspective, what do you see is a path for me and my department? Do you have any tips or pointers for working within my department in this new job that I have?” That’s something that people can do very easily. And I’ll give you one more, quick example.

I was speaking with an Iowa federal judge, and he was saying, “Look, judges can’t be vulnerable. You can’t say, ‘Hey, I don’t know how to handle that case. Like, I don’t know what to do.’ That’s not going to work well.” So lateral mentoring was something that was really important to this group of federal judges.

So, what they did was they put in an informal lunch and everybody got to come in and sit next to somebody. So, somebody was able to say, “Hey, Bob, you handled that case. How did you do that?” Now, that’s not a person saying, “I don’t know what I’m doing.” That’s a person saying, “How did you handle something?” And then that person was able to start without showing a vulnerability, but they saw an incredible increase in mentorship that was happening laterally because it removed that vulnerability.

So, if you’re starting out, think about the power that is to the left or to the right of you where you’re not worried about somebody feeling like you’re stepping on their toes, they’re competing for your job, they’re not competing for a promotion from you. They’re going to share very readily with you.

Pete Mockaitis
Yeah, I like that a lot. And I’m thinking now about my podcast mastermind group, and they’re wonderful, they’ve all been guests on the show. And it’s interesting about the lateral piece is that I wouldn’t say any of us is like the top dog, you know? It’s sort of like it’s clear that all of us have our respective strengths and areas where we’re excelling and others can learn from each other there.

And it’s really quite lovely because, in the course of sharing, we discover stuff. It’s like, “Hey, you seem to know a lot about how these advertising is working. And you seem to have a really engaged growing program over here.” And we’re all able to share the goodies.

And especially, over time, when you talk about trust, you realize just how much of our hangups are emotionally-driven and irrational. It’s like, “Oh, I should maybe just chill out about that. Oh, okay. I’ll just stop worrying and give it a shot. How about that?” So many breakthroughs boil down to that.

Deborah Heiser
Absolutely. I love the example that you brought up because so many of us join groups. There are people who join book clubs. They join. We’re all joiners, right? People join all kinds of things. That’s a great place to find mentorship. Most of us think that if we’re in the job, we have to find our mentor in our job.

But I’m going to give you a quick example of a workplace where somebody who was new at their job came in and they said, “Uh-oh,” and they got mentorship. So, this guy, Steve, was at his job and he had a boss who gave him an impossible task with a super short deadline. And Steve didn’t know what he was doing. But Steve was like, “I got it,” when the boss came in and said, “Hey, can you get this done?”

So, the boss came in a couple of days later and was like, “Steve, you haven’t made any progress.” And Steve was like, “Don’t you worry. I got it. I got it.” He was afraid he was going to get fired. So, he didn’t ever tell his boss, “I don’t know what I’m doing.” When I talk to people, everybody’s been there at some point where you’re like, “Okay, I can do this.”

So, what happened was, the next day the boss came in, he’s like, “Listen, you either got this or you don’t. What’s the deal here?” So, Steve said, “I told you I got it. I do.” The boss left, and he immediately called his friend, Steve. And he’s like, “Steve, can you help me? I don’t know what I’m doing. I know that you know this different kind of engineering than I know. Can you come in and help?” And so, Steve said, “Yeah, I’ll come in after work. I got to finish my job. And then I’ll come in and help you.”

So, in he comes, everybody is gone in the workplace, but he comes in and they work together. And Steve’s like, “Oh, my gosh. Thank you, Steve, for coming. This is so helpful. I’m making progress here. Keep teaching me what you know.” So, they made a lot of progress.

The boss comes in the next day, and he’s like, “Steve, I can’t believe all the progress you made.” And he said, “I told you I knew what I was doing.” And long story short, they worked together and the project gets done a week earlier than expected.

And the boss came and said, “I can’t believe you did this a week earlier than was expected.” That job was Atari. The boss was Al Alcorn, the engineer that didn’t know what he was doing was Steve Jobs, and the person who helped him was Steve Wozniak. That very first project was Breakout, the first video game. And that was lateral mentoring.

Steve didn’t feel comfortable in his own job. He was brand new. He thought he was going to get fired if he didn’t do this. So, he called his friend, Steve, who worked in a completely different area. And that was lateral mentoring. And so, when you’re in the workplace, you do not have to think of the workplace as your only way to find a solution to what you need or the mentoring that you need to get.

Pete Mockaitis
I like that a lot. Thank you. So, let’s hear on the other side of things, you talked about generativity, and that is just sort of a human developmental thing. I don’t know if there’s a particular age or years in the career or threshold in which this kind of kicks into higher gear, but tell us a bit about that and where to proceed with it.

Deborah Heiser
So, generativity is a life stage just like walking, any physical life stage that we have. And it kicks in specifically at its highest point in midlife. So, between 40 and 65, you should really see people ramping up. You’ll see things like people say, “I’m going to start a blog,” “I’m going to start a podcast,” because that’s a form of mentorship. It’s a modern form of mentorship. So, you, Pete, are mentoring right now in a modern way.

So, people will start to kick in to doing that. They get an itch to give back. And so those are some of the ways that we see people doing that in midlife. But the reason we have that is because you reach midlife, all prior to midlife, you’ve had boxes to check off that other people put in front of you, “Finish school,” “Maybe go to college,” “Get a house,” “Buy a car,” “Get married,” “Have a family,” “Have a career,” “Get advanced in your career,” “Become an expert in something.”

All of these things are outside, external kind of boxes that we check. Then midlife hits and you’re like, “Huh, I get to pick my own boxes. What am I going to check?” And that’s when it hits us, and we say, “Do I matter in the world? What’s my footprint doing? How deep is it? And what do I want that footprint to look like?”

And it’s the first moment that we have the time to do that and we have the bandwidth to do this. So that’s why there’s a pretty big window for that. So, you could be 40, and say, “I am not there. I’m really busy.” It could be between 40 and 65 that it really hits for people. And that’s when people are looking to give back their expertise, their values, their traditions, their usefulness to others.

It makes them feel relevant. It makes them feel useful. It makes them feel like they matter in the world, like they didn’t just take up space. And so, that’s what generativity is all about. So, if you’re looking at somebody in midlife, that is a great person to look to, to mentor you, because they’re probably looking to mentor someone.

Pete Mockaitis
And if we are in that stage and we’re feeling those things, what do you recommend we go do?

Deborah Heiser
That you look within yourself and say, “What is it that I think is important to me?” Some people will say, “Well, it’s the things that are in my personal life.” Some people will say, “I want to pass on the traditions and values that I hold dear in my family.” And that could be religion, that could be your traditions that are in your family. It could be values.

It could be that you say, “I want to be remembered or known for this expertise that I had.” So, whatever that is, it could be different for every single person. And that expertise is all you have to tap into. And most people think, “Well, it has to be something really profound.” And it’s not. It’s the little things that we do.

So, the very first thing I say to people is show up. Just show up in places because that’s your opportunity to find out what you’d like to give back. And showing up is like the first beginning step of mentorship. So, you know, that can be a value. If someone is in need and they’re in the hospital, show up, go visit them. That’s a form of saying, ‘You matter, I care for you.”

If you make an appointment on somebody’s calendar, show up. If you’re going to go to a funeral, show up. All of these things that maybe we say to ourselves, “I don’t know if it really matters.” It does. That’s the very first thing that you can do that costs nothing and doesn’t require you to have a degree or anything else. It’s just showing up. And then that’s going to be the first step of making the mentorship happen.

Pete Mockaitis
And what’s next?

Deborah Heiser
So, once you’ve showed up, the next thing is that you want to see if you make a connection with somebody. Is there somebody who you can see who wants what you have? So, if I have an expertise in something, and I go to give it to you, let’s say my expertise is in, I don’t know, crocheting. I’m a master crocheter and I say, “Hey, Pete, I’d like to teach you how to crochet,” and you have no interest in crocheting. Well, that first step is, “Okay, we don’t have it.”

But if I meet somebody else and they say, “I’ve always been wanting to learn how to crochet,” then there we go. It’s the same with if you go into work and you’re looking for somebody or showing up to things, you go onto the big Zoom, you’re at the water cooler, you’re at the lunch, you’re at the grand rounds, if you’re in a hospital, wherever you are, you’re showing up.

Who is it that looks like they’re receptive to what you need? And then you’re basically finding that person, “Hey, does this interest you? No? Okay, next. Who’s out there looking for that?” It’s the same as when you’re podcasting and you’re putting something out there. Not everybody is going to resonate, but those that do and they say, “I’m going to come back over and over again.” Those are your meaningful connections.

So, the next step is really connecting with people, “Who, out here, is looking for what I have?” It’s developing the trust by continuing to show up and it’s engaging with that individual to see if you can make change for them.

Pete Mockaitis
Yes, and it really is beautiful. As I’m just imagining this and I’m reflecting on experiences I’ve had, it really is a beautiful, human, heartfelt, deep, emotional, good thing. You know, it’s like right up there. And I’m thinking about, I’ve heard in academic scholarship circles, and maybe you can comment on this, good doctor.

That sometimes, when folks retire, a beautiful gift they receive is sort of like the grand tree that shows their mentees, protegees, doctoral candidates that they brought up, who in turn brought up the next generation and the next generation. You can just sort of see the lineage flowing through and rippling out as just like a top retirement gift for folks in that zone.

I’ve heard of this as a thing that has happened on multiple occasions. So, it was like, that sounds like about the top thing you would want at your retirement party.

Deborah Heiser

Yes. We all want to feel a sense of legacy, and we start to build our legacy as early as we can think. We’re building how we’re going to be remembered by others. And that tree that you’re talking about is incredibly important. So, the term legacy tree was coined by Bob Lefkowitz. He’s a Nobel Prize winner in chemistry from 2012.

And he published, he wanted to know, “Why am I a Nobel Prize winner and not somebody else?” He was like, “I was born in the Bronx. What made me stand out from anybody else? I’m not smarter than other people. What is it?” So, he decided to make a legacy tree for himself that showed all the mentors above him, those that were on his level, and the mentees, very few, because most of us don’t even realize when we’re mentoring, that were below him. And he published it in a journal.

And two weeks later, he went to a conference, and somebody came up to him and he said, “Hey, Bob, I’m six degrees Lefkowitz.” And he was like, “What are you talking about?” And the guy said, “Hey, there are five people who’ve worked between you and me. And here I am continuing the work that you started.” Bob said, “What are you talking about? Tell me about your work.”

He told him about his work, and he was able to hear his own words spoken by this person he had never met, and he was able to see how his work had snowballed out six degrees away from him. And he said he’d never felt more profound emotion than the birth of his children and getting married than at that moment because he knew that he mattered and he knew he had a legacy.

So that academic legacy, the tree that you talk about, that’s what we’re trying to build. And if we are able to create our own legacy trees, we’re able to see what our impact is and see what our legacy actually is. And that’s very meaningful to us. Most of us aren’t able to harness that.

It’s kind of like when you donate and you don’t remember you donated anything until tax time and you have to like go through your tax return and say, “Oh, yeah, I know I donated this.” We forget all of the good things that we do, all the volunteering, all the philanthropy, all of the mentoring that we do throughout the year. And it just gets kind of folded into our everyday life.

So, if we can acknowledge the moments that we mentor, or we acknowledge the moments that we’ve been mentored and we thank the people that have mentored us, it makes us do it more and it ties it back to legacy so that we then can feel our impact. We can actually get that feeling that we want that’s kind of like the Grinch whose heart grew three times in size. That’s how we feel when we start to, you know, really acknowledge our legacy.

Pete Mockaitis
Ooh, yeah, you know, you’re right. That profound emotional thing, you’re bringing me back. This was years ago, but I remember when I was in college, I had a couple buddies and we started an accountability group where we just sort of challenged each other on a weekly regular basis, “Hey, did you do those things that you talked about?”

And in so doing, we built some really good habits and saw some cool results. And of them, his name is Jeremy, and I said, “You know what? I know Nike doesn’t recruit on our campus, but, like, you should just go for it and apply for an internship.” And so, he did, and he’s still working there. It’s a long career. Nike’s loving it.

And then I visited him out there in Oregon and I met people that he had formed another accountability group with. And I’d written down some of the principles that we were operating with. And so, they, too, were seeing really cool results and good habits and things in their world. And it really was tremendously powerful.

Like, “Huh, like some stuff I did has impacted Jeremy,” who is now in Oregon, partially because I said go for that internship. And then here’s more people that Jeremy is in the group with seeing awesome things. And it is among the top meaningful, feel good, emotional vibes around.

Deborah Heiser
It sure is because you know you mattered. And we need to know we mattered. That’s why, if we look at social media, those likes mean something to us. We need to feel like we matter. So even if those are throwaway things in certain things, in certain areas, it shows our craving for mattering, for relevancy, all of that.

So, what you just described is what we’re seeking from work. We want work validation. We want all of that. That all ties in together to how our emotions are. And just the acknowledging some of it, at least allows us. Like, you just told this story about somebody and how that made you feel. By doing that, it makes us want to do more. It makes us say, “Ooh, I’m either going to do what that person did or I’m going to translate that into something that I can do. I want that feeling again.” So that’s a bigger, better thing to strive for.

Pete Mockaitis
Beautiful. Well, Deborah, tell me, any other top things you want to make sure to mention before we hear about your favorite things?

Deborah Heiser
I would tell everyone, look to your left and look to your right, you’re probably looking at a mentor. And if they aren’t right now, you can either be mentoring them or they can be mentoring you at some point. So, think of every single person you meet as a potential mentor or mentee.

Pete Mockaitis
All right. Thank you. Well, now could you share your favorite quotes, something you find inspiring?

Deborah Heiser
I think the favorite quote is, “Mentors change lives. Mentors change the world.” And I think that it’s because that really is true.

Pete Mockaitis
And a favorite book?

Deborah Heiser
My favorite book has always been Marie Curie, her autobiography, because she was somebody who did something that was completely new and unique, and kept following her passion, even though it was at a time when it was very difficult and women weren’t in leadership positions and she just did it.

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

Deborah Heiser
I’m old school, I use this.

Pete Mockaitis
Okay, a notebook.

Deborah Heiser
And that, I’ve never given up. I would suggest to anybody that, you know, structure is such an important part of our work day. Whatever modern tools you can use to get that, use it. It makes a difference because each one of these things that you can check off makes you feel like a winner throughout the day.

Pete Mockaitis
And a favorite habit?

Deborah Heiser
I think that my favorite habit is walking every single day.

Pete Mockaitis
Lovely. And is there a key nugget you share that really connects and resonates with folks, you hear them quoting it back to you often?

Deborah Heiser
I hear people talking about look to your left, look to your right. Lateral mentoring is something that has resonated with individuals, and I get that over and over again.

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

Deborah Heiser
I’d point them to my website, DeborahHeiser.com. I’m on LinkedIn. I write for Psychology Today. You can find me there. I have a Substack, “The Right Side of 40.” And you can find my book, The Mentorship Edge, anywhere you get books.

Pete Mockaitis
All right. Deborah, thank you.

Deborah Heiser
Thank you.

1108: How to Think, Act, and Achieve Like an “A-Player” with Rob Monson

By | Podcasts | No Comments

Rob Monson reveals how professionals can become A-players—and what leaders can do to retain them.

You’ll Learn

  1. The hard truth many leaders don’t want to accept
  2. What A-players do differently from the rest
  3. The simple trick to get a day back every week

About Rob

Rob Monson, founder of Tenfold Advisors, is Utah’s leading business growth coach. A Scaling Up and Metronomics coach, he helps mid-market CEOs install disciplined systems that transform people, strategy, execution, and cash. His clients have driven Utah’s most founder exits at a 7X EBITDA multiple, 10X profit gains, Inc. 5000 honors, and award-winning cultures. Formerly with Golf Channel and 1-800 Contacts, Rob now shares practical scaling insights as Tenfold Biz Coach on TikTok.

Resources Mentioned

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Rob Monson Transcript

Pete Mockaitis
Rob, welcome!

Rob Monson
Hi! Thank you, Pete. Thank you for having me.

Pete Mockaitis
Well, I am so excited to hear your wisdom. You are privy to a lot of deep, high-stakes, personal conversations, coaching executives and business owners. Can you give us a little bit of context for those conversations?

Rob Monson
Yes, so I’ve been a business coach for eight years this month, as a matter of fact, and what I do in my role is I coach CEOs and their leadership teams to help grow and scale their companies. And I do that through helping them install systems and routines and behaviors that help them eliminate drama and focus on the right things.

Pete Mockaitis

Well, that sounds fantastic. Eliminating drama and focusing on right things are themes and powerful levers, it seems, in terms of accelerating careers and results.

Rob Monson
Yes, absolutely. And one of the big things we focus on is, “Initially, do you have 100% A-player leadership team? And how do you get to what we call an A-player leadership team? And how do you make sure and can identify whether you have non-A-players in your team? And what does that look like?”

Pete Mockaitis
Well, I was watching your TikTok and it’s amazing. You have a tremendous number of views for coaching insights on TikTok. Didn’t even know you could find that there, but now I do. And you got them, Rob. I was watching one of your videos, and you talked about, very quickly, eliminating C-players, and that sounds a little bit spooky.

So maybe let’s define what makes an A-player, B-player and C-player, and knowing maybe first of all that some folks feel a little bit perhaps even bristle-y about the language. What about a growth mindset, Rob? Can’t we all flourish and become A-players?

Rob Monson
They do. And this is the difficult part, is in the modern era, we try to avoid labels. However, if we cannot label the behavior and the performance, we will not grapple with it and we will not grow. And so, when we talk about an-A player, it’s someone that lives the core values 90-plus percent of the time, the organization’s core values 90-plus percent of the time, and hits KPI-driven goal 90-plus percent of the time.

So, we have a subject of measurement that’s normed over time by leaders in an organization. We share our scores with each other and we grade out our teams, which we do quarterly. And then we have an objective measurement, which is how often they hit goal. In between those two things, you find whether they have an A-player or not.

And your B-players tend to be people that live the core values consistently, but they aren’t as productive as we need them yet to be. Maybe do not have the habits, routines, behaviors. Sometimes, it’s skillset, but usually it’s embedded in the other area of habit, routine, that really makes them successful. And finally, we have C-players who do not live the core values and are not productive.

And here’s a fascinating statistic. C-players drag down each team by at least 30% productivity every single time.

Pete Mockaitis
Wow! So, a single C-player can drag down a whole team by everyone by 30%.

Rob Monson
A single C-player can drag down an entire…yep, A single C-player will drag down a team’s results. It doesn’t matter what the KPI is or growth measurement, by at least 30% every time. And it’s remarkable how often that’s held up over the last eight years.

Pete Mockaitis
Well, that’s intriguing. And so, you’re measuring that based upon the attainment of these KPIs?

Rob Monson
Yes, well, attainment of the KPIs, and also, you see some behavioral practices as well that tend to fall off in terms of how they live the core values because they’re making up for this person’s lack of behavior and productivity. So that’s why, when we identify if we have a C-player in our presence, my usual question is, “What time are they leaving today?” And I don’t mean that to be…

Pete Mockaitis
Okay, ooh, Rob, spicy. Right to the quick.

Rob Monson
I learned that from an amazing coach named Dave Baney out of Las Vegas. And Dave had it spot on, which is you’re on the clock. It’s like the NBA shot clock. You are on the clock before your A-players leave. And what you want to do above all, that’s the number one reason you’re a-players will leave is tolerance for C-players.

Number one thing you want to do in an organization is preserve your A-player team and be able to remove the C-players that drag them down. And what happens again, that’s the weight that drags us down. So, most organizations, if you follow the rules that were established about 30 years ago, or the research that was established years ago by a person named Bradford Smart, who wrote a book called Topgrading. By the way, don’t ever read that book. It’s a really rough book, but the concept is great. And in “Topgrading,” the logic and philosophy is that about 25% of your organization will be C-players.

Pete Mockaitis
You say Geoff Smart?

Rob Monson
Brad Smart, his dad. Read Geoff Smart in Who. That’s a great book.

Pete Mockaitis
Oh, well, I was going to say we had on the show, way back in the day, episode 30 in 2016, Randy Street from ghSmart, because this language of A-player is bringing me back. And he said something kind, I think, if folks are bristling out the labels, and I think it’s true. Everybody is an A-player at something. In the right organization, in the right role, they can flourish as opposed to, “Oh, you’re just dumb and worthless. So, I guess you’re out of luck everywhere.”

Rob Monson
Absolutely. And, you know, in the modern era, because there are just so many ways now for us to make money and so many outlets, today’s C-player usually is an A-player on their own. And one of the one of the big key pieces of advice I give to people who are not flourishing and have a sort of a track record of not flourishing when you dig into their history, it’s, “Hey, you have a great skillset in this particular area and you have great behaviors in this particular area, but you just don’t flourish under someone else’s values. Go start your own thing.”

Today’s entrepreneurs were yesterday’s C-players, and A-player entrepreneurs, too. So, there’s a way to get into a great role and a great fit, even if it’s not with someone else’s organization.

Pete Mockaitis
Okay. Well, let’s define some of these behaviors. It sounds like there is some variability in terms of the organizations and the cultures and the values. But, perhaps, could you zero in on a few universal or near-universal behaviors or things that comprise an A-player?

Rob Monson
Yeah, absolutely. So, we talked about living the core values and hitting KPI-driven goal, and the question is, “How do they do that?” And what we find is they are better at developing habit and routine, meaning that those who set their day in a predictable way, who go out of their way to figure out, to realign themselves to a set of key priorities they’ve established, hopefully for the quarter, “What am I doing relative to those priorities that I’m going to accomplish today?”

“Where am I stuck?” Understanding, “Where am I stuck and need help from others to be able to accomplish those priorities?” And then number three, “If I’m pacing behind on one of my key KPIs, what am I doing to catch up?”

And those are sort of the behavioral traits that the A-player tends to have in addition to some of the things that you talk about with on your podcast on prioritization and time management, those tend to be the hallmark of the A-player is they can prioritize, they can time-manage they can look at that set of priorities and say, “This is important. This is not important.”

What we see, really, really important, in this in this scenario is, one, successful people time-block two weeks out consistently. They block their time. They have their calendar blocked out with time, specifically spent to work on their handful of one, two, or three key priorities they have to accomplish for the quarter.

Number two, their heads are out of email or Slack or Teams. And I remember, like, the Slack tagline 10 years ago was something like, “Be more productive,” and those tools kill our productivity because they encourage us to respond to urgent instead of important. I’m not saying there isn’t any use for those tools, but you have to get into the same habit of Slack or Teams as you do with email, which is if you’re highly productive, you get into a mechanism where you’re responding three times a day.

I do it at 8:00 a.m., 12:00, 4:00, and spend a half hour doing it and economize my responses with AI or other tools, or I get into the trap of being stuck in email. And one of the most painful things we have to do as coaches, is remove leaders who cannot get their heads out of email because that’s not where we need them focused.

Pete Mockaitis
Okay. Well, these are some very specific perspectives. And, it’s funny, I’m imagining, this brings me back to a conversation I’ve had with a couple folks who are in the mortgage game and doing very well. And so, I say, “What’s the trick? How are you able to just really generate so many more loans, deals than the other folks?” And it’s like, “You know what? The thing is, when I’m at work, I’m doing my work.”

And it sounds like, “Well, duh.” But especially, when there are some activities, we feel some reluctance towards like, “Okay, I’ve got to go do prospecting in the sales universe. Like, oh, that’s kind of uncomfortable. That’s kind of unpleasant. I’m going to get some folks who are not pleased to be hearing from me.”

And yet it seems that, from my limited sampling, those who go do that, as opposed to find any other thing they could be doing on email or anything else, tend to flourish in a sales role, for example.

Rob Monson
Yeah, yeah, absolutely. And there might be some people that are very task-oriented and very relationship-oriented, right? And sometimes we have to make sure we can put them in the right role. They are good at some things. Sometimes you have to have the self-awareness to be able to realize whether you are task- or relationship-oriented.

Like, that’s why I have to minimize task for salespeople, meaning the systems do the tasks for them, whether it’s follow-up or tools they’re using. They have a minimal amount of data entry because they tend to be good at relationship and not tasks. Things that are high relationship and high tasks don’t tend to have a good middle ground unless you have extremely high-level people.

Pete Mockaitis
Okay, understood. Well, could you maybe walk us through a couple examples of folks you’ve seen see some transformational cool things in their career by following this kind of three-step process?

Rob Monson
Yeah, so what I’ve seen really consistently is, to your point, not everyone’s going to elevate, right? They just don’t have the ability to be able to grasp onto new habit and new routine. And it’s something sort of deep within them. It can be caused by a lot of things. It can be caused by habits growing up, childhood trauma, there are things. ADHD is a big component.

If you know the amount of people in society who suffer from ADHD, it’s about 6%. And then the number of people that suffer from slowish cognitive tempo is about 15%. That lines up perfectly with what I see among executives, which is about one out of five suffers from something that looks like ADHD, making it harder to form habits and routines.

Pete Mockaitis
Fifteen percent slow cognitive tempo.

Rob Monson
Sluggish cognitive tempo, yeah. Dr. Russell Barkley, I believe, has talked about that. That’s someone that’s a very interesting ADHD expert. I’m someone who suffered from ADHD myself. I have very good medication at this point, and that’s helped me develop habit and routine successfully, whereas without the medication, I could not do it.

Pete Mockaitis
Let’s define a sluggish cognitive tempo. Does that just mean I’m thinking slow?

Rob Monson
It usually just means that, you know, between the ADHD receptors, right, we’re not getting quite as much of a chemical reaction that we need to. I think it’s dopamine and norepinephrine, right, or something in those neighborhoods, the same neighborhood. You’re not getting enough that you need out of those two to be able to be as effective as you need to.

So, it becomes an executive function issue, meaning we’re not able to consistently make decisions and listen appropriately in such a way where it translates into us being able to either absorb new habit or routine, or be able to prioritize and manage our work effectively so we get through things, we accomplish things we need to, and we excel, learn new patterns as we go.

Pete Mockaitis
Okay, understood. And so then, it sounds like, sometimes you find yourself in that boat, it may just be a biological matter, something in the realm of medication, in the realm of nutrition, exercise, or kind of outside of what happens inside the office.

Rob Monson
Yes. So, to your point, those situations are very difficult to deal with. Those who are successful can, basically, with a little bit of coaching, even though they might not have had in the past, to say, “Hey, let’s really focus on blocking your time out now more effectively so you have time to be able to spend focused on your priorities. Let’s make sure that you are spending way less time in email on a daily basis, that you’re only checking it three times a day, over Slack,” for instance, right?

“Let’s take those distractions that maybe you’d walk down the hall to be able to go talk to someone and let’s get those knocked out of the way in a daily huddle.” We haven’t talked about that yet, but in a daily huddle, we usually put our executives and all of our teams in a daily huddle where they can knock out things that don’t distract them later in the day.

And if you can do those things successfully, what we find is, and about 30% of leaders will be able to do that, so probably low for a lot of people, but that’s the reality is you can get about 30% will be able to develop new habits and routines, they will be able to be successful in their role.

Pete Mockaitis

Okay. Well, let’s talk about a few of the particular habits with regard to time blocking, and the process by which you identify, “Hey, what is the high-value thing? And how do I think about where the best place is to block that time?” Maybe just walk us through a couple examples of folks putting this into action specifically in their roles.

Rob Monson
Sure. So, the most successful way that it starts, by the way, is at a higher level than maybe all of us start with as even leaders or even doers in an organization. It starts with the leadership team coming up with a set of priorities. And once those set of company priorities are known, then we can actually tie our priorities back to the company priorities.

And can they always tie back? No. But in most cases, everyone can usually tie their priorities back to something that’s a key priority for the organization. That’s step number one, “Is what I’m working on tied into the most important things the organization has deemed worthy or important to work on?” That’s number one, “And do I have a handful of things tied to that?”

Then, usually, the KPIs or the measurements that I own are also tied to those priorities as well. Not always, but most of the time. So, it’s, “Am I devoting a portion of my week to making sure that I accomplish those priorities and the tasks related to them, rather than getting distracted by something that comes up like an emergency?”

Because the job isn’t to do the job, by the way. The job is to do the job better. And that’s where most people fall off into non-A-player land.

Pete Mockaitis
Expand on this notion the job is not to do the job?

Rob Monson
In a scaling company, we want A-players. And what I mean by that is we want to grow the A-player percentage inside the organization. And the percent of A-players is something that each leader is measured on. And again, that’s the person that lives core values, that’s KPI-driven goal. And what we want, and we pay for this as well, we’d rather have one great person than three average people. We’ll pay that one great person two times their average salary and still win.

And when we do that, what we expect out of that role is they will not just come in and sit in the seat and do the job. It’s they will actually excel with the job. They will be better than the role. They will wipe out portions of the role that are inefficient and ineffective. And these are things that are very clearly set as expectations up in the hiring process.

Pete Mockaitis
Okay, well, could you walk us through a story of an individual who wasn’t doing the things, then turned around and started doing exactly that?

Rob Monson
Yes, so I had a member of a leadership team, and this is someone who, you know, had struggled previously before I became the coach of the organization, had struggled by getting distracted by the wrong things. With her, it was, “Hey, we’re going to be focused on things that are emergencies or things that are popping up throughout the day.” And this person was not doing what they needed to do to actually systematically work through, “How do I make sure this emergency never happens again?”

And what that meant was they, and because they weren’t accomplishing their priorities, which were directly tied to being able to eliminate those emergencies that popped up consistently, they just kept running into the same issue again and again. Once this person adopted a time-blocking routine, and by the way, was she immediately better at all aspects of time blocking? No, she gradually worked up to it. She blocked out a day, a week, you know, a week and a half and up to two weeks as she did that.

And as she got, she was coached by myself and by the CEO to be able to let go of things that were not the most critical priorities and be able to stay focused on certain times of day to respond to her email, she became one of the most productive members of leadership team and is still in her role to this day excelling.

And she’s learning not only is she able to excel and sort of think past the role, which is where we need our A-players to be, she is becoming an expert at recognizing patterns. And that skill of pattern-recognition is something that is built up over time by focusing on the most critical things.

Pete Mockaitis
Understood. Well, so let’s get into some detail associated with the priority and the time-blocking, how it is done better. So, we already talked about getting the alignment associated with the organization’s priorities and getting your priorities and the key performance indicators that we’re responsible for and what are the activities that will move those forward. Are there any magical questions that you find are super handy to cut through the lesser important things and really highlight the magical things?

Rob Monson

So, what we see is that most people who are successful with prioritization, they learn to do something that we teach them, which is a priority, usually, it’s a longer-term project. It takes several weeks to accomplish.

We teach them a practice of breaking down that priority by week and putting in place one major milestone they have to accomplish related to that priority in a given week, by the Friday of every week, to be able to successfully complete a priority in the time that they’ve allotted themselves.

Now again, they’ve gone through a process of sort of aligning, “Hey, is this something that’s critical and tied into one of the company priorities? Is it tied into the department priorities that I’m a part of?” And then we go through a process again of laying it out and being able to say, “Hey, how do I get into measurable steps that I can go through and be able to be more effective at hitting on a consistent basis?”

Pete Mockaitis
I dig that. And it’s funny, I imagine, as you do that, then the emergencies become even more irksome to you, such that you’re like, “No, the mission of this week is this, and instead I’m dealing with that.” And that question you asked, “How could I make this never appear again?” feels all the more weight-y, substantial, and critical that, “No, no, I’ve entertained this little interruption, annoyance, urgent thing, dozens of times. And before, whatever, I was cool, I was patient, and friendly, and no more. No more. That comes to an end now.”

Rob Monson
Yes, they get out of what we call firefighter mode, which is, and we love real firefighters that respond to real fires, but the rest of us in our work cannot be firefighters. Those jobs are all going away. So, if you believe your job is to show up and put out the fire, or to respond to the same problem again and again and again, that job will one day be erased.

What I want to get into is a role of being able to say, “How do I make the job better? How do I get rid of things that are constant pains to me and the organization? How do I do that with my priorities? How do I make sure that I’m changing the outcome in my role?”

Pete Mockaitis
And can we hear some cool examples in practice how a particular recurring emergency fire kept showing up and how a person figured out how to prevent that from ever emerging again?

Rob Monson
So, a good example of someone being able to systematically sort of see past daily emergencies and be able to sort of put out the fire is someone who works at a manufacturing organization that I coached. And we hired, we do not have a history of hiring A-players in this organization. We did manage to hire A-players in the roles in our back shop, and we had a pretty high defect rate. The defect rate was something like 6%.

And what, literally, within the first couple of months, a couple of key A-players said, “Wait a minute, why are we making the same mistake again and again and again with how we are pulling product off the line? Why don’t we, in fact, change the process of how we’re doing that so that…” in this particular case, it’s a facade that we manufacture for buildings, “…so that it occurs in a different spot than it did previously?”

And this is something that no one had ever thought of. They just kept doing what they were doing, meaning they just sort of kept wallowing in it, “Hey, it was really painful. We have a defect rate,” and rework costs companies so much money we don’t even realize it. And this was creating a very unprofitable entity, by the way.

And once they realized that, and we had all the other A-players in that role, number one, those people were thrilled and happy because they didn’t feel like they were failing every day. Number two, that organization’s profit went up by 8,000% the following year.

Pete Mockaitis
Oh, 8,000. Okay, there you go.

Rob Monson
It literally went up 8,000%. That’s the craziest thing. Yep, that might be one of the crazier stories of all time, but you get your defect rate low enough, and it can just be, that’s the stuff that’s shooting ourselves in the foot. Everyone thinks they’re going to grow because of demand or competition. It’s all just stopping you from shooting yourself in the foot.

Pete Mockaitis
Well, this is bringing me back memories. I had a consulting project at one of the world’s largest cookie-manufacturing plants, and it’s wild, yes. Especially in a manufacturing world in which, if margins are slim and competition is fierce, and it often is, then, yes, a meaningful change of the defect rate is huge.

And it’s funny, now I’m thinking about there’s so many things that we just kind of accept or put up with as normal, how it is, and it takes sort of an extra level of acuity, awareness to say, “No, no, time out. That’s not acceptable.”

And so how do you develop a little bit of that wise sensibility to recognize, “Hmm, this is a reality of which, you know, humanity must deal with,” as opposed to, “No, that’s jacked up and we got to fix that pronto”?

Rob Monson
Right. So, you touched on something that’s very, very critical. By the way, there’s a great website called The Systems Thinker, which is very useful, and it talks about people that are more predisposed to linear thinking versus systems thinking. And systems-thinking people tend to be able to see patterns in things.

So, one of the key things that I will ask, when I start coaching an organization is, “What are some basic things that you’ve seen over the last several weeks or months that aren’t good that you would like to change?” It sounds really, really basic, but sometimes no one, and again, a lot of organizations are poorly managed, most are, and nobody asks sometimes.

Pete Mockaitis
“Well, last time, nothing happened. I was ignored. They bit my head off. I’m just going to keep quiet here.”

Rob Monson
Yeah, the number one thing we deal with are dysfunctional leadership teams, right? And that creates that lack of psychological safety. Or, you know, you might have a manager that’s below leadership team who still creates that lack of psychological safety, and people don’t feel comfortable doing that.

But, “Hey, it’s just, what would you change? If you could, what would you get rid of that wastes your time, right, that would actually help you have a more high-level job to be able to get you promoted in the future if you could spend more time on this?” Those are the basic things that help people realize annoying tasks that waste their time.

I ask every one of my leadership teams to say, “Tell me the top five things that waste your time.” And they write them down. And then I say, “Okay, how much of that could you automate, eliminate, delegate, or simplify?” Most will come back with half a day to a full day of time savings that they can re-deploy.

Pete Mockaitis
Per week? Per month?

Rob Monson
Per week.

Pete Mockaitis
Okay.

Rob Monson
It is a per week savings in time when they go through that process. Because again, we just don’t proactively, in a lot of cases, or the organization hasn’t created psychological safety enough, to make it a practice to routinely think about, “How do you economize time spent on low level tasks?”

Pete Mockaitis
I love that. Could you give us a couple examples of, “Here’s a time waster we identified and how we busted it”?

Rob Monson
A couple of critical things. So, I have an example of a COO, for instance, who was struggling with time management, and I asked him to write down “What are the top five things that waste your time?” He did. And one of the most compelling things that came out of it was that none of the lists were very compelling at all. And I said, “How many of those could be delegated?” And guess what his response was?

Pete Mockaitis
All of them.

Rob Monson
All of them. Yep, every single one of them. And that’s usually kind of what you find out of that process is, you know, there are a lot of low-level tasks. It can be the time you spend polling reports where you can’t get to transactional data fast enough. It can be the time spent chasing the problems caused by your B & C players that are creating in the business, right?

People, because they have a fear of letting go, are holding onto the very low-level tasks, sometimes in very high leadership positions. So those are the kind of things that tend to hold people back in how do they use their time more effectively.

What I find in organizations, I’ll come in, and most people, I’ll tell you right off the bat, most people are at about 30% of what their true capacity is. And people say, “How is that possible? How is that humanly possible given how much I’m working?” One, we’re not focused on the right things. Two, we’re not focused on the process of automate, eliminate, delegate, simplify in how we look at work.

And, three, we’re not doing the time management things I was talking about earlier. So, when you get all those things going in an organization, you see that people have a completely different level of output and behavior, not just with themselves, but with each other if they’re an A-player.

Pete Mockaitis
Understood. Well, Rob, I’m curious, can you tell us any other key tips, tricks, do’s, don’ts that we haven’t covered yet?

Rob Monson
So, there are a couple of things that when we talk about habit and routine, and what we find is that, consistently, if people are not doing something daily or, at the minimum, weekly, it will not form into a consistent habit.

And so, what we want to do is, with one-on-one coaching, we try to get that into a weekly behavior, meaning you are in a one-on-one coaching session with your supervisor all the time, as much as possible. By the way, some of the worst times I’ve had in my career is when I did not have a consistent one-on-one with my supervisor.

And there’s a huge difference between organizations that will do consistent one-on-one coaching and those that will not. So, one of the things I encourage people to do is, if you’re not having a one-on-one with your supervisor weekly, I would ask for it, first and foremost. And I would get feedback on what I’m working on for two reasons. One, stay focused on the most critical things. Get aligned around that.

Two, “Behaviorally, are we both seeing the same thing? How are you growing? Where do you need help and support?” There’s a massive difference when people get both quality and quantity in coaching. And the organizations that do not do consistent one-on-one coaching, they’re always in my bottom three in terms of year-over-year results if they do not one-on-one coach on a weekly basis.

So, it’s like, “Hey, if you’re an organization that won’t coach you, that your boss keeps giving it up, you’ve probably got the wrong boss,” they’re saying, “Hey, I can’t get to your one-on-one this week because something else is distracting me,” I’d find another job.

Pete Mockaitis
Okay. Understood. Well, that has been my experience, that I have experienced way more learning growth development when I did have that regular recurring thing in conversation happening. And I like what you had to say about a habit. I’m reminded of, I’ve got fond memories in consulting with a teammate named Blair.

And whenever we were returning from the client trip, it was understood that he and I would be taking a cab together from the Chicago airport, Midway or O’Hare, back to the office. And folks would be like, “Oh, well, we can all get on the same cab.” And Blair would say, “No, Pete and I,” he’s from New Zealand, “Pete and I will be on this cab. We’re going to be chatting.” And so, I loved it because I felt like I was a priority for him, so I felt tremendous loyalty.

As well as it was a nice, we talk about habitual, it was a nice groove. It’s like, “Okay, this is a sensible time. We did a bunch of work at the client site. We’re now about to have more of a chill Friday with, whatever, filing expenses or whatever. And so now, while it’s fresh, we’ll talk about what we observed during the course of working at the client site week after week after week,” and it was gold.

Rob Monson
Yeah, absolutely. And what you find is that most people will say, “Well, I have no time,” or, “I have no time to coach.” And the real answer is you have no time because you will not coach. So, what we try to do is get people’s mindset around that.

And if anyone listening to this, if they’re in a coaching position, and if you’re in a manager role, that’s the job, unfortunately to some people. I mean, fortunately, for people that want to do it, that’s the job. But a lot of people will go, “Well, I don’t have time to manage my team.” Well, that’s the job.

Now you do get into these really unfortunate things like ratios when they’re managing more than, I mean, eight people is kind the maximum anyone can really coach effectively. Like, eight is a burn line. People get to 10. Weird things like insomnia and anxiety go through the roof in the leader. So those are the things you have to look out for.

You can appoint team leads or do other things to solve for that situation without, by the way, having to pay more in a lot of situations. It’s just, hey, give someone a coaching assignment. Remove the 10% of their week that was focused on those tasks that could be automated, eliminated, delegated, and simplified, and give somebody an assignment to coach their team member. That’s a great way for people to build their skills and capabilities over time.

Pete Mockaitis
Beautiful. Well, so that’s one critical key, weekly, behavioral, habit thing is these recurring one-on-one coaching bits. Any others that you would elevate to similar criticality?

Rob Monson
So, you heard me talk about a daily huddle. And this is something so you might have heard of Vern Harnish who wrote the book Mastering the Rockefeller Habits and Scaling Up. I was part of an organization that had a daily huddle several years ago, and we grew and scale like wildfire. And a couple of things I never heard because of that daily huddle were, “Hey, no one’s ever told me about that,” or, “Hey, we don’t know where someone is on this particular project or priority.” We were always on top of those critical things.

So, we get everyone into a daily huddle where they’re there for five minutes a day with their team members. There’s usually a minute per person on the team. It might go a little bit longer than five minutes if it’s a bigger team, right, 10-people team, 10 minutes. But, “Hey, what are we focused on the next 24 hours? Where are we stuck? Where am I with my KPIs? And what do I need to do to get them back to green if they’re not?” And that’s basically it.

Pete Mockaitis
And one thing I love about that is just the basic accountability. There’s no hiding out when that is occurring. It’s like, “Oh, Rob, it seems like you’re not doing much. Well, lucky us, we have some resource available to give you some stuff.”

Rob Monson
Yeah, and you get the non-A player responses at first in organizations which are, “Well, that might be like micromanagement.” No, we’re just going to manage the company. Most people don’t even run their companies effectively. We’re just going to have basic alignment every day. It’s going to take a couple minutes. It’s going to free you up throughout the rest of your day.

And the one thing that really changes you, and this is what’s really silly when people fight putting in place a daily huddle. At the end of the day, the five minutes of prep that you take for that particular meeting is what changes you. And again, it’s part of that habit routine we talked about earlier. It’s, “I know what I’m supposed to focus on today. I know where I’m ahead and where I’m behind. I know where I need help.”

That little thing, fundamentally, allows us to put all the other systems and tools we put in place to grow organizations. And people will fight it.

Pete Mockaitis
Yeah, certainly. Yeah, you’ve got that perspective. It’s like, “Oh, I said yesterday I was working on this thing, but I’m about to end my work day with very little progress on that thing. And so, I’m going to have to fess up to that tomorrow. That sounds very unpleasant. Maybe I’m going to kick it into gear here.”

Rob Monson
It’s a little bit uncomfortable. And I remember back in the day, I worked at a company called Compass in Florida, and we help big universities take degree programs online, and Dan Devine was our CEO, and it was a little bit uncomfortable. And Dan was a super nice human being, by the way. But it was professional. You walked into the meeting and you were ready to go. And, by the way, being ready to go and being professional are not bad traits to be able to grow your behaviors, capabilities, how you treat other people on a daily basis.

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

Rob Monson
One of the things I’d like to say about pattern recognition, just very, very quickly, is that that is a skill that not everyone has.

Our A-players tend to have it, meaning 25% of the population will tend to have it. It can be developed over time and you have to be able to ask yourself some really key questions, which are, “Hey, what are the effects on the ecosystem around me? Have I seen this before? Have I seen anything remotely like it in my past that I can compare what I’m looking at right now to?”

Those are things that we don’t do that often in business, but those are kind of some of the key questions we have to ask ourselves to try to get more into systems thinking or pattern-recognition mode over time. And so, people can get better at those areas, but it can be a struggle if we’re more of, “Hey, this straight line gets me from point A to point B and it’s hard to think outside of that.”

There can be some great linear A-players though, to be very, very clear. I’ve worked with people like that in the past and they were amazing at keeping someone like me in the right spot when I needed it. And so, you can get some very, very highly effective A-players that are linear thinkers. They might not be as abstract as everybody else and they’re not dumb. They just think differently than the rest of us. They’re very precise in how they think about their day, their week, their month. And they don’t deviate from that too much. That’s fine.

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

Rob Monson

“Plan your work and work your plan.” And I believe my boss, Suzanne, back in the day at Compass, heard that from Johnson & Johnson. That’s one of my favorite quotes of all time because, really, that’s the essence of how to do successful work is, “I plan what I’m going to do and I fight toward it, and I get better at prediction.”

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

Rob Monson
So one of my favorite studies is the research that Bradford Smart did, Brad Smart did, back when he created the hiring process for GE, back when GE was GE, and that’s what we refer to as “Topgrading.” There’s probably a better name for that in the modern era, but that’s the same process that Geoff Smart, basically, shows us in the book Who.

But the research behind that was very accurate. And what it says is that 25% of the organization will be A-players, meaning, again, those people that live the core values, hit KPI-driven goal, 50% will be Bs and 25% will be Cs. And the crazy thing about that, when you actually tie in everything else that we talked about today, is that you could have 25% of your organization walk out the door tomorrow that were C-players and your happiness and productivity would actually go up.

I have a client that I’ve worked with recently, actually started them several months ago, and they’ve done a great job. This is going to be a very well-known nationwide brand in the very near future. And they realized very quickly, the CEO realized they had people that were not living the core values and were not productive in their midst, and they quickly changed that outcome. They did try to coach up, that didn’t work, so they quickly removed those who would not elevate.

And guess what? Everyone’s happiness has gone up dramatically, the organization is now going towards its goal tiers. Here’s the number one thing. The A-players have not left. And that’s what we want more of.

Pete Mockaitis
Okay. And a favorite book?

Rob Monson

The Five Dysfunctions of a Team by Pat Lencioni. And I have every leadership team member read that, and I wish I would have read it even sooner than I did. I read it several years ago, but wish I’d read it even earlier than that. It would have really helped me understand what my role is on a leadership team.

And that is you are on the leadership team first. You’re not the head of marketing. You’re not the head of sales. You’re not the head of operations first. That’s where we get into the most trouble as leaders is you think you’re the head of the other team first and you come to the table as their advocate and not coach them through obstacles. That’s where you get into the biggest challenges.

Pete Mockaitis
Pat was on the show. He was awesome. And a favorite tool, something you use to be awesome at your job?

Rob Monson
There’s a great toolset that I’ve used consistently lately, which is an assessment of ironclad emotional control in leaders. And one of the key behavioral characteristics we find in Sam Walker’s book, The Captain’s Class, is that leaders on sort of dynasty, very successful sports teams had some very similar characteristics. And one of them was ironclad emotional control.

And what we do is I give them a really quick 12-question assessment to see where they are with their own Iron cloud emotional control. And that’s created, not only in myself, but in my team, some of the greatest improvements in self-awareness that you’ll see as leaders. So, that’s definitely been a favorite. Multipliers assessment is also a favorite tool, by the way, if we’re talking about team members. And if anyone’s talked about it in the past, Liz Wiseman Multipliers is a great tool.

Pete Mockaitis
Yeah, she was on the show.

Rob Monson
Liz Wiseman, the multiplier assessment, there are some quirks with it. There are some questions that I would word completely differently, but it is the fastest dose of self-awareness that you’ll put a leader through. And it’s pretty cool when they realize that, “How much did a previous leader multiply out of me? And how much did one that was diminishing get out of me?”

And if they realize they want to be like the one that multiplied more out of them, it’s a pretty fast change for those that are willing to do it

Pete Mockaitis
All right. And a favorite habit?

Rob Monson
My favorite habit is I get up. I look at everything I have to do that day and I say, “What is the one thing I’m doing tied into my top three priorities for this quarter?” And make sure that I have time, energy and effort focused on those things.

Pete Mockaitis
Okay. And is there a key nugget you share that really seems to connect and resonate with folks, they’re retweeting and commenting up a storm on TikTok, etc.?

Rob Monson
Yeah. So, yes, there are. Yes, there are some things that resonate. And sometimes, again, it’s that things resonate because they defy conventional wisdom. And one of the things that defies conventional wisdom is to be able to remove your C-players immediately. So, for eight years, in dealing with 35-plus, almost 40 CEOs, I have not, in eight years, ever heard the phrase, “I should have held onto that C-player longer.”

And what that means is, we usually, so mid-market CEO problem is way different, by the way. I mostly deal with mid-market CEOs, way different than the big bad CEO problem that a lot of us, we might have our impression of in our mind. We have a lot of really, really, well-intended mid-market CEOs that are members of EO, YPO.

By the way, great tip for your audience, if you want to find organizations that want to find A-players, look for organizations that are in your local EO or YPO chapter, the CEOs are in that. Those who are in peer learning groups are usually way more self-aware and open to A-player hiring, paying more for the right person in the right role than others that will not.

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

Rob Monson
One, they can follow me on TikTok, @robmonson12. Two, they can find me on TenfoldAdvisors.com. That’s my website as well. So, if they’re interested in learning anything more about what I do, that’s where they would go.

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

Rob Monson
The one challenge I would leave everybody with is the email challenge, which is find a way to get yourself out of email or Slack. Really try to set a habit and routine. That’s the fastest and easiest one. It’s, “Hey, you know what? I’m going to respond. I’m going to get in here three times a day rather than have the dopamine hit of doing it all day long,” so that you can spend more time focusing on more critical things.

Pete Mockaitis
All right. Rob, thank you.

Rob Monson
Thank you. I appreciate the time and getting to know you, and hope that was helpful.