**The Wake-Up Call I Didn’t See Coming**
Last week, during one of my early-morning walks — the ones I tell myself are for health but really are for thinking — I had a moment. The kind where everything seems to click in your brain.
I had just finished wrapping up a project for a client. A pretty standard funnel setup. Same set of challenges, same solutions, nothing new. But this time, something felt different.
This client said something before we logged off that really got to me.
“Poch, you’re the first person who didn’t only talk in technical terms but asked me how I *felt* about this process.”
How they *felt.*
This hit me hard because, in an industry filled with advice and strategies, we often forget one key thing:
The people we’re helping still need to feel heard.
So I started thinking: how often do we focus so much on the result that we forget the person behind the problem?
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Here’s the reality:
**Many CEOs, brokers, and benefits advisers don’t lack the tools or options. They’re missing the connection and guidance to USE those tools.**
I’ve had the chance to work with some outstanding leaders — and 9 out of 10 tell me the same thing when we start.
*”I don’t know where to start. I just need help getting clear.”*
And I’ve realized, they aren’t necessarily talking about algorithms, sales funnels, or automated follow-ups.
They’re asking for a strategy that feels *human*.
They want to know that this digital world won’t make them lose their voice, their story, or the trust they’ve built offline with their clients.
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If any of this sounds familiar, let’s break down a few things you can focus on to guide your own marketing journey:
1. **Start Simple**: You don’t NEED to rebrand overnight or completely overhaul your digital presence. Focus on what you’re already doing well offline. How can you replicate that online?
2. **Stick to Human-Centered Stories**: Forget the jargon for a second. Think about the conversations you have over lunch or coffee. THAT’S the energy that needs to come through in your marketing. Raw, real, and personal.
3. **Reconnect With Your Audience**: If you feel like your email list has been giving you the silent treatment lately, ask yourself, “When’s the last time I asked what they’re struggling with?” Sometimes, it’s not about sending more messages — it’s about genuinely listening and offering help in a relatable way.
4. **Automation is Not the Enemy**: Technology can actually help make your communication more personal — IF you use it the right way. For example, with the right targeted messaging, you can automate check-ins with clients that feel like personalized touchpoints instead of robotic pings. We help guide you through this.
5. **Leverage LinkedIn Authentically**: Here’s a secret, LinkedIn doesn’t have to be a cold, corporate space. Show some personality, some real-life stories. I can help you craft a strategy that brings out your voice and connects authentically, whether it’s through posts or meaningful outreach.
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I’m always learning, and that recent conversation taught me something valuable: It’s really important to engage with people, not projects. To ask them what they need beyond data and tools.
We’re all in this because we want to build something meaningful, right?
If you’re feeling stuck — maybe your marketing just hasn’t clicked, or your LinkedIn is collecting dust — it’s OK to take a step back and start by understanding how it all fits with *you*. Once you have clarity there, the rest falls into place.
And if you feel you need someone to help guide you through that process, that’s exactly what we’re here for at YourFunnelSuite.
Let’s take this one step at a time, together.
Feel free to shoot me a message or comment below if you want to chat further.
Let’s talk about where *you* want to go next.
Poch