Friday, May 15, 2026

Why the Smartest Leader Usually Fails

Why the Smartest Leader Usually Fails written by John Jantsch read more at Duct Tape Marketing

Catch the full episode:

Overview

Most companies hit a ceiling not because of strategy or market conditions, but because the leader is still trying to be the smartest person in the room. In this episode, John Jantsch sits down with Jason Wild, executive advisor and co-author of Genius at Scale, published by HBR Press, to make the case that the lone genius model of leadership is not just outdated. It is actively holding companies back.

Jason spent more than 20 years in senior roles at Microsoft, IBM, and Salesforce, leading projects across 40 countries. He watched brilliant people pour their careers into innovation efforts that succeeded at rates of five to fifteen percent, not because the ideas were bad, but because the conditions around those ideas were never built to support them. Genius at Scale is his answer to that problem.

This episode covers the shift from pathfinding to wayfinding, the three leadership roles that drive repeatable innovation, why most good ideas die in integration rather than ideation, and what small business owners can do right now to build a team that does not need them to be the source of every good idea.

About Jason Wild

Jason Wild is an executive advisor, co-founder of Wild Innovation Consulting, and co-author of Genius at Scale: How Great Leaders Drive Innovation, published by HBR Press. He spent more than two decades in senior leadership roles at IBM, Microsoft, and Salesforce and has led projects in 40 countries. Earlier in his career he had television and film credits, including a co-starring role opposite Mr. T in a CBS movie. Learn more at geniusatscale.com.

Key Takeaways

  • Stop hiring for the A player. Build the A team. The distinction sounds small but it changes everything about how you lead, hire, and structure work.
  • Innovation is a social process. You cannot mandate it. You have to create the conditions where people feel safe enough and inspired enough to want to co-create the future with you.
  • Most innovation stalls at integration, not ideation. Good ideas are not the bottleneck. Getting them through the seams between people, systems, and teams is where everything falls apart.
  • Language shapes culture more than most leaders realize. The Pfizer VP who banned the word change and replaced it with evolve saw an immediate shift in how his skeptical team responded to new initiatives.
  • The most dangerous place to make decisions is your office. Getting out and experiencing what your customers actually experience is not a nice-to-have. It is a leadership practice.
  • Celebrating individual achievement sends the wrong signal. If you want collaboration to be the norm, recognize teams, not heroes.
  • Wayfinding is replacing pathfinding. In a world changing this fast, the job of a leader is not to set a fixed destination and remove barriers. It is to figure out where you are going while you are already moving.
  • Self-awareness is an underrated leadership skill. How you make people feel when you give feedback shapes whether they will ever bring you their best thinking again.
  • Small business owners are better positioned for this than they think. Smaller teams, less bureaucracy, and closer proximity to customers are advantages in building cultures of repeatable innovation.

Timestamps

[00:02] Opening hook: the reason your company hits a ceiling might have nothing to do with strategy.

[00:53] Jason’s first career in Hollywood and co-starring with Mr. T in a CBS movie of the week.

[01:44] The core premise: why the lone genius model of leadership fails and what replaces it.

[03:33] What Jason saw at IBM that shaped his thinking about why smart people accept such low innovation success rates.

[06:37] Why small business founders are wired to be the genius in the room and why that eventually becomes the ceiling.

[07:19] The ABC framework: architect, bridger, and catalyst unpacked.

[10:07] Why the architect role is really about culture and psychological safety.

[11:03] The bridger as the unsung hero of innovation and why Death Valley is where most good ideas go to die.

[13:04] The role outside consultants and third parties play in bridging across boundaries.

[14:03] What catalysts do differently and how movements start with people and ideas, not companies.

[16:35] The Pfizer story: how banning the word change helped get a vaccine out in 266 days instead of eight to ten years.

[18:25] What we typically celebrate about leadership that the research says is actually wrong.

[20:31] How writing the book as a collaborative team proved its own thesis.

Memorable Quotes

“Stop trying to hire the A player. Focus on building the A team. It sounds subtle but it is a fundamentally different way to lead.”

“Innovation is not about coming up with the best idea. The organizations that innovate time and time again focus on the conditions and the environment around the idea.”

“Most innovation stalls not at the ideation phase but the integration phase. That is where good ideas go off to die.”

“Self-awareness is one of the most undervalued skills in leadership. How you make people feel when you give them feedback determines whether they will ever bring you their real thinking.”

“If the billionaire founder can make time to stand in line at a bank branch, everyone else can practice empathy too.”


Learn more at geniusatscale.com.

John Jantsch (00:02.083)

So what if the reason your company hits a ceiling has nothing to do with strategy, funding or market conditions and everything to do with who you think the genius in the room is supposed to be? Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and my guest today is Jason Wilde. He's an executive advisor and co-author of a book we're going to talk about today, Genius at Scale, How Great Leaders Drive Innovation. was published by HBR Press.

Jason spent more than 20 years in senior roles at Microsoft, IBM, and Salesforce and led projects in 40 countries and co-founded Wild Innovation Consulting. And this wasn't in your bio, I don't think, but I found you had some television credits, movie credits. So can we start there?

Jason Wild (00:53.47)

We can start wherever you want, John. It's great to on your show, yes. My first career was Hollywood. My mom was the classic stage actor, stage mom, trying to get me and my brother to be famous. So yes, believe it or not.

John Jantsch (01:09.562)

That's awesome. So you started with Mr. T in something? Is that one I found maybe? Was he? Yeah.

Jason Wild (01:16.238)

I did. did. It's, yeah, going back to the eighties, but at the peak of his his fame in the 18, I did co-starred a movie was the CBS movie of week called The Toughest Man in the World that you can find on Amazon or YouTube. I think actually a few years ago, I found a YouTube clip where whoever uploaded the clips said it was the worst fight scene in Hollywood history. And I agree.

John Jantsch (01:43.081)

Well, you have that permanent record for you. All right, so let's dive into the book. The core idea is that the idea of the genius at the top, the boss, is really now out of date and what's needed now is genius at scale. Can you make that concrete really for a business owner, say, running a team of 10, 20 people?

Jason Wild (02:08.046)

Yeah, absolutely. this is a book that when my co-author invited me to write the book almost 10 years ago, I kind of thought it would be the book writing version of the Gilligan's Island, right? It'd be maybe a two, three year tour. And here we are, believe it or not, almost 10 years later and thousands and thousands of hours and worth every minute. So basic premise was I was not interested. I'm a practitioner. You know, I've been leading projects in teams.

trying to do meaningful work around technology, digital transformation, cultures of innovation around the world with large companies as well as startups. honestly, at this point in my career, John, I was not interested in just writing a book to write a book. But I was really lucky to start my career at IBM when Lou Gerstner was still CEO there and got to interact with Lou a little bit and

And it was a really important moment, I think, for me at that part of my career, because IBM was very client focused, very customer centric. And that was ingrained deeply in my brain. I was surrounded literally by geniuses. I was there when IBM did Watson on Jeopardy. I got to know the guy who invented the relational database, eventually a small company called Oracle monetized and created a nice little business around.

John Jantsch (03:30.042)

You

Jason Wild (03:33.711)

You know, as I was working on these projects, long story short, I was seeing these incredibly talented people literally pour their life into these projects or whatever it is they were working on, but accepting very low success rates, 5%, 10%, 15%. And, you know, I bought into the same notion that innovation was all about coming up with the best idea, that it was about the lone genius.

John Jantsch (03:58.329)

you

Jason Wild (04:01.672)

I'm the person with the biggest title and power. But over time, I became really curious about what really did set out in a small company or a big company. You why did some ideas, you know, go far enough along to actually change the way that we live or work or change the system? And others didn't. And it kind of became a little bit of my career and life passion. And I saw so many of these people that I really looked up to just approaching it kind of the wrong way.

falling in love with the ideas, focusing on the world of innovation. And maybe they get lucky or there's some heroic result, but the real organizations or teams that were great at innovating time and time again, were the ones that really focused more on the conditions and the environment around them. And so, we started talking about Mr. T, it took me 40 years for my life to come full circle away.

But, know, genius at scale in some ways is meant to kind of put down this notion of, you know, senior leaders stop looking to hire that A-Team player and instead focus on building an A-Team. And I think it sounds very small and subtle, but it's a big part of the difference. And then when I looked at it, there are lots of books on innovation, of course, and lots of books on leadership, but there are no books about how do you actually lead innovation.

John Jantsch (05:25.433)

Yes.

Jason Wild (05:25.486)

which to me was really really fascinating because it's one of those words or topics that lots of people lean forward, they're interested, they're curious, but there was a lot more opinions than actual science around how do you actually create those conditions as a leader for people to be willing and able to want to innovate. In my co-author's last book that was published about 12 years ago, focused a lot on companies like Pixar and eBay.

right, super creative, know, digital native companies where innovating is not easy, but it's certainly easier than being, you know, a mom and pop small company, right, or a legacy company that, you know, was founded 80 years ago. So in Geniuses Scale, the book that we wrote, we, you know, we focused on companies in regulated environments, healthcare, banking, you know, as well as startups, startups in Africa and Japan to really shine a light on, you know,

Everyone's context is different, but really the role of leaders is to create the environment where innovation organically thrives as a result of the community versus constantly trying to chase the next shiny object.

John Jantsch (06:37.322)

So, a lot of my listeners are small business owners, mid-size business owners, founders. And I think the very nature of that is like, I created this thing, I'm the genius, it starts there. And so then I'm going to build a team and everybody looks to me to continue to say, what's next? And you really introduce the evolution, I guess, that that leader needs to go through and even some roles that they need to take on. You're ABC, you've got a good, like all consultants, you have a...

a good framework there for architect, bridger, and catalyst. Walk me through a little bit of what those roles are and maybe the challenges for lot of business owners to step into those roles.

Jason Wild (07:19.446)

Yeah, no, absolutely. I think, you know, for small businesses, you know, even large businesses these days, you know, doing business in the past was, don't think it was ever easy, but it was, it was, it was easier. And, you know, and literally the world is shifting two or three feet underneath our feet, you know, every single week. So there's so much to keep up with and

Yeah, you know, so legacy leadership was, you know, some would call kind of pathfinding to your point, whether you're, you know, the owner of a small business or a 4,200, 500 company, right? And that legacy kind of leadership is change management, setting the direction, right? Articulating the vision, hopefully very, very clearly, and then convincing as many people as quickly as possible to get in the car and follow you to that, to that destination. And maybe that was okay, right? When you had the luxury of time.

But the world is changing really quickly and you could argue that it's never going to be as slow as it is right now. It's only going to accelerate. So part of what the book is about is this what we're calling wayfinding. If classic leadership was pathfinding, setting that direction and trying to remove those inhibitors and barriers, which is even more important as a small business owner because your margin of error is even less than a large company.

It's very uncomfortable for many leaders, regardless of your pedigree and your background. But I do think that small business owners are going to be more ready and in a better position to be able to pursue this. And what we talk about is more wayfinding. And part of the uncomfort is, how do you lead when we're surrounded by fog? Because it's not just artificial intelligence that's changing the world. There's geopolitical aspects, there's supply chain.

There's other technologies, quantum, 5G, blockchain, all of these things are like feeding off of each other that makes predicting the future even more difficult than it was before. So this notion of wayfinding is figuring out what the destination is while you're on the path. And to your point, we identified common patterns and three very distinct roles that leaders play.

Jason Wild (09:39.119)

in cultures that have proven that they can innovate routinely in time and time again, and not just get lucky once or in the right place at the right time. So the ABCs, which yes, are convenient and memorable, but did kind of like surface naturally, you know, out of our research and work. So first and foremost, the foundation is the architect. And the architect's job is really about building community. And what I touched on a little bit earlier,

John Jantsch (09:52.218)

you

Jason Wild (10:07.118)

it recognizes that innovation is a social process. And especially in small companies, you can't mandate innovation. You have to invite people to want to co-create the future with you. And we define innovation very broadly, not just disruptive innovation, but anything that's new and useful, which I think makes it even more applicable to the world of small business. So architects do a good job of creating environments where people are both willing and able.

to want to contribute, there's a psychological safety. They don't feel like there's going to be a negative reaction when you challenge, right, or come up with a new idea. So that's why that's the foundation. And it is, it's a lot about culture. It is totally about culture. And I think in a way where the culture is continuously learning and experimenting too. And I think especially for small business owners,

John Jantsch (10:47.064)

That sounds like culture to me.

Yeah.

Jason Wild (11:03.5)

Right, your business is not too big or too small to at least have a couple of working hypotheses. And I think that's what great architects do is they have working hypotheses and they encourage and empower others to have working hypotheses of at least one or two big questions this calendar year that we want to get smarter about. And those questions will lead us to better questions. So architect is a foundation and I think we realize that

You know, that's important, but it's not enough. And then the next one is the Bridger B. Bridger is really about focusing on building partnerships and Bridgers, you know, tend to be more junior people in the organization. And I really feel having been a practitioner and out there like doing the work, the Bridger is the unsung hero of innovation where the architects maybe get, you know, the award and the Steven Spielberg and the Oscar.

And then we'll get to the catalyst, which is about igniting movements that literally change the world. The bridgers are usually behind the scenes doing really tough work and recognize that, recognizing that most innovation stalls, not at the ideation phase of coming up with the ideas, but the integration phase, human integration, system integration, integration with partners. So these bridges are, you know, focus on these boundaries or these seams.

where lots of good ideas go off to die. And one of my previous employers actually called this area Death Valley, as if it was a place that was a badge of honor if you survived it. So great architects and bridgers kind of flip the lens and create environments where it's not about surviving Death Valley, but it's about creating conditions.

John Jantsch (12:32.09)

Yeah.

John Jantsch (12:46.03)

Well, so what role then does like outside consultants and third parties play in that too? I've said, when you talk about partnerships, you're kind of focusing on internally, but bringing in great talent from the outside is probably a part of that bridge, isn't it?

Jason Wild (13:04.994)

Yeah, it is. It can be internal and external. can be sales and marketing, business and tech, right? A lot of it is people who speak different languages, have different objectives, feel that they're part of a different community. And, but you got to get them to kind of work together. They may not want to like hang out together at the end of the day and be best friends, but you know, the role of that leader and that bridger is getting the collective value out of them that individually never would have happened. So.

Absolutely, there's a lot of focus on partnering externally. And I think what Bridges, Bridges are good at many things, but one of things that really good at John is building trust in low trust environments, being proactive at mapping the ecosystem and places where, hey, if this goes well or not well, we think we're going to need some solutions or partners here and not waiting until it's a five alarm fire. And they give credit to others and go out of their way.

John Jantsch (13:45.338)

Mm-hmm.

Jason Wild (14:03.192)

to make others the hero and not about themselves. And then C is the catalyst, C is about really igniting movements, movements that become bigger than the individuals. And I think this is where it's not every day where people wake up and say, hey, John, I want to ignite a global movement, right? Because it just seems so far away.

And, but you look, I I worked at Salesforce for many years, which is one of the CRM platforms for small business. And, you know, what's interesting about a place like Salesforce is it's become kind of the de facto movement for CRM and cloud computing. So a lot of people associate the companies with those movements, but movements are really started by people and ideas. And so part of the reason of the book is to give hope.

to people that it may seem very difficult or impossible, but anybody can ignite a movement that changes how we work and live with the right focus and other best practices that obviously we would love for you and people to read the book and learn about.

John Jantsch (15:13.478)

Well, so the ABCs basically add up to what you're saying is we need to have collective genius in order to have innovation. how do, I mean, do people resist or maybe misunderstand that idea?

Jason Wild (15:29.656)

Yeah, think there's resistance everywhere. one of the things that I think in writing the book, we wanted to write a book that is educational and inspiring, but also a business book that doesn't put you to sleep and has an element of entertainment because we're so fortunate and privileged, John, to be able to have studied for years some of these leaders and be a fly on the wall.

And one of them was the leader of clinical supply chain at Pfizer, who was a relatively new executive. And it's the story behind what he and his team did to get the vaccine out there in 266 days, in usually what would take eight to 10 years. And one of the things that they did was a real focus on language. And it's a reminder that every detail matters if you want it to.

And Michael Koo, this Pfizer VP, he inherited the team that was skeptical of almost everything, just because of past failures and attempts and other leaders and the usual stuff inside of a big company. And one of the things that Michael decided in his first few months of joining Pfizer was he banned the word change. And it sounds very petty, but...

John Jantsch (16:52.346)

Hmm.

Jason Wild (16:56.386)

I think it represents a bit of the genius of him understanding the environment that he was parachuting into. And instead he said, let's talk about evolve. Cause when people would talk about change, immediately it would be a negative reaction, more change. We went through a change management program last year. I'm tired of change, but who doesn't want to evolve, right? Who doesn't want to keep up with the Joneses? And so there was something psychological there about

You know, everyone should want to get better, better, better at their craft. And if you don't, why are you here? And I think you again have less luxury in a small business. So language matters. And I think self-awareness is one of the most undervalued skills of leadership. How you make people feel when you give them feedback.

And these soft skills now with the arrival of AI, you you hear lots of people saying they're not soft skills anymore, right? Because, you know, getting the most out of people and tapping into as Pixar would say, everyone has their slice of genius is not the responsibility of the individual worker. It's of the leader to activate that and figure out what it is individually.

John Jantsch (17:58.614)

You

John Jantsch (18:11.918)

Yeah, I'm curious because you studied so many exceptional leaders, are there things that we typically celebrate that are wrong about leadership and leadership culture that your research found?

Jason Wild (18:25.294)

Oh yeah, know lots of things. One of the things that's a pet peeve of mine is celebrating like individual awards. And I mean, even like Thomas Edison said, it's like, nobody did anything alone. And whether it's intentional or not, just putting someone up on stage as an individual, it sends their own signals of, right, be an individual hero and be like this person, right? And you'll get to lift the trophy too.

and instead recognize teams. And that might mean that sometimes you're recognizing people who, you know, aren't pulling their own weight. But the real message you're trying to send to the organization is collaboration is not optional. And even better, get great at collaboration because that's how like meaningful value creation happens. I think the second thing is, that back to stop trying to be the smartest person in the room. And instead,

try to activate that collective intelligence of the entire team. And I think the third one, and I'm not as worried about this small business, but I'll say it anyway, is what do you think is the most dangerous place to make a decision,

John Jantsch (19:39.81)

in a meeting.

Jason Wild (19:41.635)

Yeah, in the office, right? In the comfort of your office. So I'm a big believer in getting out there and walking a mile in the shoes of your customers. Do it sometimes with purpose. Do it sometimes with a blank sheet of paper. I worked at Salesforce. Mark Benioff, the founder, co-founder of Salesforce, is a billionaire. know, famously ahead of a big meeting with one of the big American banks.

John Jantsch (19:52.792)

This is

Jason Wild (20:08.77)

He wanted to go to a local branch, wait in line, to see the experience. And Yad helped him prepare for the meeting, but it was more about sending a signal to the whole organization that if the billionaire founder can care about time to do it, then everyone else can practice and develop empathy. So those are a few things off the top of my head.

John Jantsch (20:31.406)

So this book, you had a co-writer, so this book in some ways was collective genius. Do you think that that collaboration itself made for a better book or at least a different experience than writing a solo book?

Jason Wild (20:45.442)

I think so, for sure. And we're still friends, thankfully. so yeah, it's a multi-generational team. I'm in the middle. know, two academics with me as a practitioner. And yeah, I think it was just a phenomenal experience that I think we all agree that there's no way we would have ended up where we got to if we tried to do this alone.

And I think the most important thing is that, you you write a book, but you never know how the world is going to respond. And, you know, I think some of the things like wayfinding is in the epilogue. And we wanted to write a book that was meant to be timeless, because I have some friends writing books about AI. You know, one was the former chief AI officer at NASA. And like tongue in cheek, I tell them like, good luck, hopefully it's still relevant by the time it's published. And

John Jantsch (21:40.806)

Yeah, no kidding.

Jason Wild (21:42.286)

So it's interesting that we didn't write a book about AI, but a lot of people serendipitously are saying that the ABCs represent a really interesting operating system, right? Because organizations, you need some structure and predictability, but again, you need to adapt and flex and morph your value proposition like great startups do. And so I don't think we would have landed there without this,

two exceptional co-authors that I've had the privilege of working

John Jantsch (22:15.578)

Well, and I think you also surfaced in this day and age, what are probably going to be the human skills that are going to remain the most valuable, I think, in the long run as well. Well, Jason, I appreciate you taking a few moments to stop by the Duct Tape Marketing Podcast. Is there a place you'd invite people to connect with you and certainly learn more about Genius at Scale?

Jason Wild (22:35.756)

Yes, thanks for asking. yeah, it was just published a couple of months ago. We've got a wonderful website in multiple languages, genius at scale.com, genius at scale all one.

John Jantsch (22:49.144)

Awesome. Well, again, I appreciate you stopping by and hopefully we'll run into you one of these days out there on the road.

Jason Wild (22:53.977)

Sounds great. Thank you so much, John.



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Thursday, May 14, 2026

The 5 Stages From Operator to Owner

The 5 Stages From Operator to Owner written by John Jantsch read more at Duct Tape Marketing

Catch the Full Episode:

Overview

Most agency founders think becoming CEO is the finish line. Jason Swenk says it is actually one of the traps. In this episode, John Jantsch sits down with Jason Swenk, founder of Agency Mastery and author of Operator to Owner, to walk through the five stages every agency founder has to climb and why so many get stuck long before they reach the top.

Jason built and sold his own digital agency after working with brands like AT&T, Hitachi, and LegalZoom. Now he works with seven and eight figure agency founders who are still doing too much, holding on too long, and wondering why the business cannot run without them. The conversation covers the identity shift required at each stage, why founders are usually the worst managers, and what it actually looks like when you finally get out of your own way.

This one is for agency owners and consultants who know the business depends on them too much and are ready to do something about it.

About Jason Swenk

Jason Swenk is the founder of Agency Mastery and host of the Smart Agency Masterclass Podcast. He built his own digital agency from scratch, working with clients including AT&T, Hitachi, and LegalZoom, before selling it. He now advises seven and eight figure agency founders on building businesses that run without them. His book, Operator to Owner, maps the five stages every agency founder must navigate to build a business they actually own. Find the book and a free diagnostic at operator2ownerrevolution.com.

Key Takeaways

  • Being the CEO is not the finish line. Most founders mistake the operator or manager stage for success and never push through to genuine ownership.
  • The agency owning you is a choice you keep making. You started a business to escape the nine to five and accidentally created a 24 by seven. Getting out requires an intentional identity shift, not just better systems.
  • Founders are usually terrible managers. Hiring people without systems, clarity, or defined outcomes is why you end up doing their work on top of your own.
  • The bottleneck is almost always the founder. Until you build decision-making layers that let your team act without coming to you, you are the ceiling on your own growth.
  • You held on to sales too long. Almost every agency founder does. And competing with your own sales team for leads is not a strategy.
  • Do not hire a salesperson before you have a system. Giving someone a quota with no context, no stories, and no process is like prompting an AI with no instructions.
  • You do not have to reach owner level. Architect is a legitimate destination. Know what stage you want to reach and build toward that intentionally.
  • Picking a niche takes time and that is fine. Treat it like a Vegas buffet. Try things, notice what works, and ask yourself who you would serve on a performance-only basis.
  • AI adds work before it removes it. If you do not build decision systems and layers first, AI will amplify your bottleneck, not eliminate it.

Timestamps

[00:01] Opening hook: being CEO of your agency might be the trap you mistook for the finish line.

[00:40] The moment Jason’s wife told him to shut the agency down and get a job, and the two questions from a NASCAR interview that changed everything.

[02:25] The five stages: operator, manager, architect, CEO, and owner, and why most founders stall in the first two.

[04:24] The rubber band effect: why founders sabotage their own teams to feel important again.

[06:20] What the agency actually needs from you at each stage changes. Most founders never update their job description.

[08:29] Why hiring a salesperson never works until you have systems and stories behind them.

[11:34] Throwing your team into the deep end without floaties, and why fender benders are acceptable but train wrecks are not.

[13:34] The E-Myth reference and why most agency owners start a business to be free and end up less free than before.

[14:08] The niche question: why forcing a niche too early backfires and how to find the right one over time.

[16:11] What a true owner’s week actually looks like day to day.

[17:52] The one thing Jason held on to too long and what finally changed when he let it go.

[19:46] One move agency owners can make in the next 30 days based on which stage they are in right now.

Memorable Quotes

“We start an agency to leave the nine to five and end up starting a 24 by seven. It does not make any sense.”

“It is not about who you need to hire. It is about who you need to become.”

“If you are not evolving, you are not doing anything. Especially now, more than ever.”

“I held on to sales too long. I was even competing with my own sales team, which is completely unfair.”

“If you had to be paid on performance only, who would you do it for and what would you do for them? That is how you find your niche.”


Get the book and take the free stage diagnostic at operator2ownerrevolution.com.



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Tuesday, May 12, 2026

Tom Rath on Purpose, Meaning, and the Question Every Business Owner Needs to Answer

Tom Rath on Purpose, Meaning, and the Question Every Business Owner Needs to Answer written by John Jantsch read more at Duct Tape Marketing

Catch the Full Episode:

 

 

Overview

Most small business owners are not stuck because of strategy. They are stuck because they have drifted away from a clear answer to one question: what is the point? In this episode, John Jantsch sits down with Tom Rath, bestselling author of StrengthsFinder 2.0 and Eat Move Sleep, to explore why purpose is not a grand philosophical destination but a practical tool you use every hour of every day.

Tom draws on decades of research at Gallup and his own experience navigating a life-threatening genetic condition to make the case that meaning is not optional. It is the thing that separates people who build something lasting from people who are simply going through the motions. And with AI accelerating fast, the motions are exactly what will be automated first.

This episode is for business owners who feel quietly stuck, leaders who want to build teams that actually care, and anyone who suspects that the way they are spending their days does not quite match what they would say matters most.

About Tom Rath

Tom Rath is a number one New York Times bestselling author whose books on strengths, wellbeing, and contribution have sold more than 10 million copies worldwide. He began his career at Gallup, where he helped develop the strengths-based tools used by millions of people globally. He is the co-founder and CEO of CareerSight and the author of What’s the Point, out now. His other titles include StrengthsFinder 2.0, Eat Move Sleep, and Life’s Great Question. Learn more at tomrath.org.

Key Takeaways

  • Purpose is not a destination. It is a tool. Stop treating it as a big existential question you answer once and start using it to prioritize every hour of every day.
  • AI will replace the people going through the motions first. Routine, responsive, eyes-down task work is exactly what large language models do well. Builders, initiators, and creative thinkers are far harder to automate.
  • Reserve at least 20 to 30 percent of your day for work that will matter a week, a month, or a year from now. If you cannot point to any of it at the end of the day, something needs to change.
  • Financial outcomes are a poor north star. The research on wellbeing is consistent: the more you treat income or status as the primary measure of success, the less satisfied you are likely to be over time.
  • Do the meaningful work first. If you save it for later, it will not happen. Protect your best hours for the things that matter most, and push responsive work toward the end of the day.
  • Your energy is a business asset. Small business owners are often the worst at protecting their own wellbeing. The tone you set becomes the norm for everyone around you.
  • Turn purpose outward. One of the most effective habits is spotting what someone else is doing well and telling them where they made a difference. It helps them and tends to come back to you.
  • Young workers are not entitled. They want meaningful work. That is a healthy evolution from the industrial era model of work as a means to an end, and smart leaders will build for it rather than resist it.
  • Start with what the world needs, then map back to who you are. Self-awareness matters, but it only gets you so far without understanding what your clients, your community, and your market actually need from you.

Timestamps

[00:01] Opening hook: the quiet drift away from one simple question is what keeps most business owners stuck.

[00:57] How everything Tom has written about strengths and wellbeing led him to write a book about purpose.

[03:47] Tom’s personal health journey and why a life-threatening diagnosis at 15 shaped how he thinks about time.

[05:33] Why he almost titled the book around the word purpose and what stopped him.

[06:32] How this connects to small business owners specifically, and why the question is more urgent now than a year ago.

[08:39] What the research actually says about chasing income and status as primary outcomes.

[10:18] The relationship between asking what is the point and employee engagement.

[13:57] How to actually get to it: practical steps for building purpose into a workday.

[16:09] The counterintuitive first habit: sleep as the reset button for everything else.

[18:13] Why unlimited vacation policies often produce no vacation at all.

[19:08] How younger generations entering the workforce are changing what meaningful work looks like.

[21:25] How strengths shift as people advance in role and responsibility, and what that reveals about how we develop.

Memorable Quotes

“We always say we’ll have tomorrow. Take it from somebody with life-threatening conditions: you don’t. You never do the stuff you put off till tomorrow.”

“If you’re just the responder, there’s a cloud update coming for you.”

“Purpose unlocked was the working title. I realized we have a semantic challenge. When most of us hear the word purpose, we think of some big grand thing that’s almost intimidating.”

“It’s not like my grandfather’s generation where the job was just a means to an end. People who are 25 expect to have a job that makes a difference in the world. I think that’s good.”

“Start with what the world needs, what your community needs, what your clients need, and then map back to how you can do that well based on who you are.”


Learn more about Tom Rath and his work at tomrath.org.

John Jantsch (00:01.249)

So what if the reason so many small business owners feel quietly stuck, even when the numbers look fine, is not burnout or strategy, but the slow drift away from a clear answer to one question, what's the point? Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and my guest today is Tom Rath. He's the number one New York Times bestselling author whose books on strength, wellbeing, and contribution have sold more than 10,

million copies worldwide, including Strength Finders 2.0, Eat, Move, Sleep, which we did an episode on this show. Tom started his career at Gallup where he helped build the strengths-based tools used by millions of people. He's now the co-founder and CEO of CareerSight and his new book, What's the Point, is out now. And we're going to dig into why that question matters more than most of us want to admit. So Tom, welcome back to the show.

Tom Rath (00:55.406)

Good to see you again, John.

John Jantsch (00:57.215)

So how is everything that you've written about strengths and wellbeing and contribution kind of made this question, what's the point, something you need to spend a whole book on?

Tom Rath (01:08.758)

Yeah, you know, it's interesting. I realized in my own life and in teams and leaders and people that I'm working with that it's gotten so easy to just go through the motions in a given day because it's I mean, it's almost easier to just feel like you get to inbox zero and you respond to the things you're supposed to respond to your finish your day's tasks. You do your expense reports, you get home and then you catch up with some of your family members. You let a show play on Netflix, let the next one go and you just kind of

become a little more passive in terms of the way you're kind of going through days in life. And that's almost more enjoyable and easier to do sometimes. And so I think we need to, especially with all the automation and everything coming our way right now, we need to do a little bit better job. And at least I realized that I did of kind of shaking myself out of that routine and saying, are you dedicating some time to more creative pursuits? Are you building things? Are you investing more?

deliberate time in relationships and conversations with people that matter so that at the end of the day, you make sure that you reserved at least, I don't know, 20, 30 percent of your time at a minimum for doing things that might really matter a week from now or a year from now or maybe even a decade from now. asking what's the point, not as some broad philosophical sunny day once in a lifetime question, but more as a light for how you prioritize every hour within a day.

is what caught me and has really helped and worked pretty well.

John Jantsch (02:38.359)

Yeah, and I think that's true of many small business owners. mean, the crushing noise seems to take over. if you can, see lots of people advise this, if you can get in the habit of saying, what's like the one thing that if I did that today, that would move the needle instead of all this other garbage, which 80 % of is probably just busy work. So it's not, like you said, it's not just self-development. I mean, it's a very practical business tool, isn't

Tom Rath (03:06.338)

Yeah, and I think that one of the very just I'm always looking for those practical tips and tools from the research. But what I figured out is if you can try and restructure or reprioritize the order in which you do things in a given day so that you ensure that you're not going to go a day without working on some meaningful purposeful items that and that can just be having a 15 minute conversation with someone who works for you and really listening and closing your mouth and giving your device stowed away and investing in someone's development and then realizing that

That kind of is the point and that is the purpose. And that's not a waste of time because it's it's those kind of trust and relationships that really build speed and efficiency and creativity and innovation over time.

John Jantsch (03:47.447)

So many people, there's lots of stories of people being kind of woken up to this idea by something that happened. You've been very open about your own health journey. How is that, in fact, you're one of your last books. We talked about that on the show, but how much has your personal experience sit underneath this new book, you think?

Tom Rath (04:08.33)

It sits under this new book to a degree where, I mean, I probably realized much earlier on because I was told I had a debilitating genetic cancer syndrome when I was 15 that I needed to try and pack more life into those years than a lot of people think about pretty early on. But one of the things I realized when I worked on the book about health, Eat, Move, Sleep, that you mentioned was that even with all those big threats to my health and I had active tumors in my kidneys and pancreas and spine and all over,

That wasn't a very good motivator to skip the cheeseburger and french fries at lunch and to get a salad instead. that research I did on health kind of taught me that we all need better ways to just give ourselves short-term incentives throughout the day to do things that matter and that make a difference because just knowing that in the end the eulogy virtues will matter more than the resume virtues as David Brooks described it, that doesn't stick with me at least.

to change the priorities of what I'm doing within eight hours that I'm working in a day. But what can shift that is when I'm able to connect back an hour that I spend editing a draft with the difference that will make for someone who can read something faster without all the kind of extra bloated sentences and fluff and all the things around it and realizing that that is a part of why I'm doing what I'm doing. And so I think...

You know, one of the things is I started to work on this book that hit me. I hope at the right time is I was going to title the book around the word purpose. I think it was purpose unlocked or something like that. And I realized that right now we have a semantic challenge where when most of us hear the word purpose, we think of some big grand thing that's almost intimidating and it gives us anxiety when in reality we kind of need to learn to just make purpose a part of our toolbox that we.

John Jantsch (05:43.693)

Mm.

John Jantsch (05:53.675)

Right.

Tom Rath (06:02.904)

tap into and use every hour throughout a day essentially. And it can be something pretty pragmatic.

John Jantsch (06:08.661)

It's funny as I listen to you talk about the editing of the draft. had an editor that, that used to tell me, why are you doing all this throat clearing? You know, like get to the point. that's always stuck with me anytime I find myself running on. so you've spent a ton of time in, very large companies, lot of the research and, done at Gallup. I would say that.

Tom Rath (06:22.392)

Yeah.

John Jantsch (06:32.641)

this idea of what's the point. I'm not saying it's exclusive to small business owners, but I've worked with a lot of entrepreneurs. And I think that that question just almost haunts them a lot of times. Do you find that this work is maybe more appropriate for one audience or another?

Tom Rath (06:42.03)

Mm-hmm.

Tom Rath (06:50.594)

I think in smaller businesses that I've been a part of and startups, there's more of a natural and healthy tendency to be asking that question to say, well, what's the point of doing this or we're wasting time doing this. And as you get bigger and as more layers come in, it's a lot easier to have larger groups of people or teams or people on a team who are essentially sleepwalking through a lot of their days. And I think whether you're in a business, large or small,

One thing that's hit me as I've started to have more conversations about what's the point is that I really do think when you look at what AI and automation can and will do not three years from now, but six to 12 months from now, it's the places where people are just going through the motions and responding and doing routine eyes tasks that can easily be done by a machine that will be taken out most rapidly. So I, I've

I've learned more urgency about this question in the last six or 12 months is the tools that I use have gotten so much better. So I think it's going to become maybe a more qualifying and pressing question as well, because I would have been hesitant a year ago to tell people that they need to be builders or they need to be creative or they need to be initiating instead of responding, because I kind of saw that as the purview of some people and not others in my traditional world. But I don't...

John Jantsch (07:54.37)

Yeah.

John Jantsch (08:09.101)

Mm-hmm.

John Jantsch (08:14.295)

Yeah.

Tom Rath (08:17.868)

I don't think that can be the case anymore because if you're just the responder, there's a cloud update coming for you.

John Jantsch (08:25.697)

that's going to do it better than you. That part of it, yeah.

Tom Rath (08:27.682)

Right. I I looked at when I got out of college, I was trying to be a McKinsey consultant or an Accenture consultant. And 99 % of what I was aspiring to do could be done better today by one of by a large language model. Right. It's wild.

John Jantsch (08:39.937)

Yeah. Yeah, absolutely. I mean, I think AI is going to force the point of what's the point might be the only point, you know, really for people that can actually address that. You know, if you ask a lot of people starting a business, they would say the point is, well, make money to have status or the big one to have freedom. You know, the joke's on them on that one. But does your research suggest that the real answer is different?

Tom Rath (08:48.355)

Yeah.

Tom Rath (09:10.112)

Yes, all of the research that I've studied on well-being and positive psychology and kind of workplaces and life satisfaction over time would suggest that the more you treat and put financial status or raw income as kind of the outcome or dependent variable that matters in your life, the less likely you are to be satisfied in terms of where things come out at the end of your life because

There's that kind of hedonic treadmill that researchers talk about where you're always chasing another, whether it's you think another doubling income might make you twice as happy, but in reality that might get you 5 % and you spent twice as much time chasing it.

John Jantsch (09:53.453)

So we've spent a lot of years, last 10, 15 years, where engagement, employee engagement in particular, was a real big metric for employers to say, I'm being successful. Is there a gap between people who are addressing this, what's the point? Do they tend to be more engaged or do they tend to be less engaged or is there a gap that you can actually identify and measure?

Tom Rath (10:01.869)

Right.

Tom Rath (10:18.648)

I think it's kind of asking what's the point in moving with purpose is kind of a definitional component of engagement to me because it means that you're in tune with why you're doing what you're doing throughout the day. I think disengagement to just broadly kind of stereotype what that is, especially that active disengagement people talk about, is when you're either actively frustrated with your job or you're just kind of letting it pass by.

I'm more concerned about people in that sort of neutral state being blindsided as innovation starts to move at the clip it's moving at right now. So I mean, I hope that for friends and family members and people that I care about that we can kind of find ways to snap ourselves out of that and do things with a little bit more intent and purpose in a given day.

John Jantsch (11:12.823)

So many people spend a, I mean, if you throw out sleep, the time they spend at work certainly dominates a lot of how they spend their time. Is it important, do you believe, to have some connection to meaning? Like I'm making a difference, what I'm doing is making a difference in your work for you to really kind of have that what's the point answer?

Tom Rath (11:37.772)

I think so. don't, if there are things that you're doing in the span of a given day that when you really think about it, don't improve the lot in life of another human being or make them a little bit better off. So if you're working as a barista at Starbucks and you have a customer that comes in and she's having a real tough day or kids are dragging on or asking her questions and you take her from a day that's a negative five to neutral, that's a...

pretty big contribution that makes a difference and you need to step back and acknowledge that in the moment or ideally have a manager that acknowledges that and helps you to see it too, right? So I think that is if you're not making those connections and you're like if I'm spending an hour of my day responding to cold emails from people I don't even know or it's not making a difference, that's an hour that's taken away from a good conversation with someone who works for me.

or one of my kids at the end of the day that could be pretty meaningful. And so I think to kind of think about that trade-off in terms of how you allocate your hours has been really helpful too.

John Jantsch (12:40.223)

Yeah, so the message is don't reply to email. Just let it pile up. That's... There you go.

Tom Rath (12:43.768)

Don't reply to pointless emails. And I would say save the responsive stuff for the end of the day if you can, or later in the day where make sure you pump the meaningful stuff in early on or it's gonna get away. We always say we'll have tomorrow and kind of take it from somebody with me with all these life threatening conditions, you don't. You never do the stuff you put off till tomorrow.

John Jantsch (12:50.529)

Yeah, Yeah, right.

John Jantsch (12:56.247)

Yeah.

John Jantsch (13:02.764)

Yeah.

You wrote a book called Life's Great Question. Is this an extension or does this push up against that idea?

Tom Rath (13:12.024)

Well, you know, it's interesting life's great question was kind of about the contribution and other orientation at a pretty high level. so, you know, as I tried to the first book I wrote 25 years ago was called How Full Is Your Bucket? And that was the most kind of just dead simple pragmatic thing, because you get the whole thing in the book's title. Every time you talk to somebody, it either fills their bucket or it takes from it. There's no neutral in between. And you can kind of apply the concept if you don't even read the book description.

Right? And that's, so that's what I was trying to get to with bringing some practice to purpose and meaning and these things that we all want and we think we want to get to in life. But how do you just do it in the next hour or on a Wednesday morning? Right.

John Jantsch (13:57.613)

Okay, so I don't think there's too many people listening, at least listening this long today, that would argue that this is a very important step, a meaningful step, and makes total sense. But how do get to it?

Tom Rath (14:11.79)

Well, I think you get to it by saying, when you step back and look at what we all do for a living, that you mentioned like kind of outcome. if I would argue the outcome is not making more money and the outcome is not more titles or a better title and the outcome is not more followers and some of those kinds of superficial things that you can chase endlessly forever, even if you have a billion dollars. So if you agree with that.

John Jantsch (14:35.2)

Mm-hmm.

Tom Rath (14:40.918)

And you say at the end of your life, I'd rather be a good dad, a good spouse, a good member of my community, someone who ran a business that mattered and a good manager and a good leader and a good mentor. If those are the things that matter, then you almost have an obligation to figure out how you build that into the way you execute your job and the way you lead people and what you're doing in life. And that's not something that you can just say. And it is because it is.

It's something that you have to pump into the conversations you have with the people who work for you, the people who look to you for leadership to spot what they're doing, to tell them where they make a difference. And that's been one of the most powerful strategies I've seen work in this regard is where you can turn that outward and help spot someone else doing something that's meaningful, spot one of their talents that they hadn't noticed. And if you just work on doing that in an outward manner, that's, it makes an immeasurable difference for other people and you kind of pick it up.

in the process as well.

John Jantsch (15:41.111)

So do you have, in this work, do you have a series of, know, sometimes it just takes exercises, you know, to form habits, because I do think a lot of this work is habit, just like you get into busy work and having too much to do is somewhat a habit. Do you have some techniques or practices that you've used to help people break those bad habits and maybe establish a habit that centers them back into this important question?

Tom Rath (16:09.74)

Yeah, you know, I think this is going to sound a little counterintuitive based on what we've been talking about, but I would say the first anchoring habit that I would recommend for anyone listening is to make sure that based on what time you need to wake up tomorrow morning, that you work back from that by eight or nine hours or how many hours you need in bed to get a good night's sleep. And you make sure you get a solid seven or eight, because that's the reset button on the video game that's our life. And then you get up the next morning.

John Jantsch (16:31.958)

Mm-hmm.

Tom Rath (16:37.408)

And you're going to have a lot more energy to say, how do I wake up and tackle things that are more meaningful and more purposeful early on and structure my day so that by 10 o'clock by noon, you ensure that you've had some of those meaningful conversations. You've worked on a project that might continue to make a difference for someone a year from now, or at least a week from now. And to structure your day so you kind of have the ebb and flow of energy and you're more active.

You get things done. have energizing conversations with people and to think about it that tactically. So how do I build the cadence and momentum of that of my day so that I have the opportunity to be my best? And then you allude to this too, where small business owners and leaders are often the very worst at making sure they put their own energy at the forefront and they end up kind of burning out, working longer hours than they probably should.

The small business owners, and I'm one of them, that have done that, I mean, there's this tendency to say, it's okay for me, even though I want my people to have wellbeing and to take a vacation where they're not responding and all that. That's not realistic. If you're doing that as a leader, it sets a tone that it's not socially acceptable for everyone else. So I think we all have to do a little evaluation in the mirror about...

John Jantsch (17:45.463)

Yeah

Tom Rath (18:01.836)

the expectation we're setting for the people in our business, the people we lead, and then do better job of modeling that as leaders as well. So that's another piece of the kind of practical step I'd encourage people to think about.

John Jantsch (18:13.995)

Yeah, I have kids that have worked in large corporations. It was kind of trendy a few years ago to have the unlimited vacation. Like, you don't have three weeks off vacation. And so consequently, nobody took vacation.

Tom Rath (18:25.09)

Yep. I've worked in places where it's unlimited vacation is no vacation and no time off. Yeah.

John Jantsch (18:30.477)

It's funny. So I don't know how much access you have to Gallup data anymore, but I'm sure at some point you had a lot of access to it. Would you, if you had to predict or maybe again, as I said, you've seen the data have the strengths finders outcomes changed dramatically as you people view work differently than maybe they did 15, 20 years ago. Do you, do you think that that like

what people value and even the traits that come up as their strengths would change based on this idea of focusing on the point.

Tom Rath (19:08.206)

You know, I never, in the time I was working on that, I never really saw a lot of variability in the actual traits or talents that were measured there because those were meant to kind of find things that were more enduring or consistent over time. But what I have seen in just longitudinal data and surveys of different generations and cohorts is that the generation entering the workforce today, they have a much higher want and need and threshold for

John Jantsch (19:14.899)

yeah.

Tom Rath (19:38.028)

doing work that they see as meaningful and serving a purpose and making a difference in their community. And to a lot of managers and leaders of my generation, they complained to me like, we have these very, they use the word needy. So sometimes there's a mismatch, right? Yeah, so it looks differently, but I think what you see traces of there is actually good and productive for society, in my opinion, where I think it's a good thing that

John Jantsch (19:52.299)

Yeah, entitled, that's another one.

Tom Rath (20:07.224)

people who are 25 expect to have a job that makes a difference in the world. And it's not like my grandfather or great grandfather's generation where the job was just a means to an end and it was okay if you didn't like it. And there was a whole different expectation there. And so I think that's, I'm surprised it's taken that long to evolve frankly from the industrial era. And we're still kind of coming, we're still recovering from that bad relationship or expectation.

to a degree, I think that's something that we can look forward to. I mean, it's, and people of that generation, they don't want to go be managers at a tobacco manufacturing company or whatever. I think that's good.

John Jantsch (20:48.981)

Yeah, yeah. You know, it's interesting. We use Strength Finder with all of...

We don't just do it once and say, check a box. We do it over a period of time. And one of things I will tell you that I have recognized is that people's, as they advance in maybe position or responsibility, their strengths change. And I think it has a lot to do with what they believe is their strength changes because their role changes. I know that doesn't have much to do with this book.

But I'm curious if you saw or have some insight about that idea.

Tom Rath (21:25.846)

No, it does. a big part of what I've been working on lately is trying to younger people in particular to see a much broader range of what's possible and what's out there in careers. Because by my estimation, most young people when they're asked to choose a major or spend four years studying something or pick a job, they've seen somewhere between two and five possible careers. And you'd need to see 50 just have a broad view of 50 % of the U.S. workforce. I've done the math on this. And so

John Jantsch (21:47.33)

Yeah.

Tom Rath (21:53.494)

we're kind of making huge life decisions with about 5 % aperture in our lens for what we can see out there. And so, I mean, as I get into this, it sounds really boring to say, but we don't know what we don't know. So if you haven't seen these things or you haven't seen these possibilities, it's really hard to answer an interest inventory or a personality assessment or a survey or anything else at all. I think a real fun part of life as we get older is

John Jantsch (22:06.935)

Yeah, yeah.

Tom Rath (22:23.404)

you get to bring in more experiences and have more inputs. And then you're better off at connecting some of those dots and saying, how can I take who I am and meet some new needs there in the world? And that's that's one thing I did write about in this current book is I think we've got to do a better job of not just saying here's who I am as a person, my self-awareness, but saying start with what the world needs, what your community needs, what your clients need, what your customers need, and then map back to how you can do that well based on who you are with your

personality traits and dispositions and interests and all that stuff.

John Jantsch (22:54.797)

Well, Tom, again, was a pleasure having you stop by the Duct Tape Marketing podcast. I wonder if there's some place you'd invite people to learn about your work, obviously pick up a copy of what's

Tom Rath (23:08.898)

Yeah, they can learn about all this stuff at tomrath.org. Thank you, John. I appreciate it.

John Jantsch (23:12.941)

All right, again, appreciate you stopping by me. We'll see you one of these days out there on the road.

Tom Rath (23:17.198)

All right.



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Thursday, May 7, 2026

When Referrals Stop, Do This Before Touching a Single Marketing Tactic

When Referrals Stop, Do This Before Touching a Single Marketing Tactic written by Shawna Salinger read more at Duct Tape Marketing

When Referrals Dry Up: What Small Businesses Should Do Before Touching a Single Marketing Tactic

Featuring insights from Sara Nay, CEO of Duct Tape Marketing

It starts with a sick feeling.

You built your business on referrals. Good work led to good word of mouth and for years, that was enough. Then you look up and realise it has been months since a new one came in. When referrals dry up for a small business, there is often nothing else in place. No ads. No content strategy. No real pipeline. Just the hope the phone will ring.

Sara Nay, CEO of Duct Tape Marketing, knows this scenario well. She sees it constantly across the small businesses she works with. And she has a direct message for anyone in that position: the answer is not to start running ads next week.

The answer is to build a strategy first.

Sara Nay’s segment begins at 13:04. Full episode on Paul Green’s MSP Marketing Edge.

Why referrals dry up and what most small businesses do wrong next

Growing through referrals is actually a good sign. It means clients like you, trust your work, and talk about you. Sara is the first to say so.

“It’s great that you’ve been able to grow based on referrals,” she says. “That shows that you provide a good service and clients are happy. That’s checkbox one.”

But referrals are not a marketing strategy. They are a single, uncontrollable channel. When they slow down, businesses with nothing else in place have nothing to fall back on.

The instinct when referrals dry up is to grab the nearest tactic. Run some paid ads. Start posting on LinkedIn. Hire someone to do SEO. Sara says that instinct is understandable but almost always wrong.

“Instead of just going okay, we’re now going to do paid ads,” she explains, “it’s taking a step back and saying: who are our clients? Where do they hang out online? How do they make buying decisions? What keeps them up at night?”

Channel selection follows strategy. It does not precede it.

The two things you need before you pick any channel

Sara is clear about what has to come before any channel decision. Two things.

First, a real picture of your ideal client. Not just their job title. Where do they spend time online? How do they make buying decisions? What keeps them up at night? What problems are they trying to solve?

Second, messaging that gives people a reason to care, not just a list of what you sell.

“You really need to understand those two things first before you can decide what channel or how you’re going to approach the channel moving forward,” Sara says.

This is the foundation of what Duct Tape Marketing calls Strategy First. It is a structured 30-day process that produces a complete marketing strategy before any tactics start. Duct Tape Marketing has built their client work on it for over 30 years, and Sara argues it is more important now than ever. The current positioning at DTM says it plainly: strategy before technology.

Technology, AI tools, platforms, none of them become valuable until a clear strategic direction is in place. The tools should follow the strategy, not the other way around.

Map the customer journey before you map the tactics

Once you know who you are serving and what to say to them, the next step is understanding how people move through a relationship with your business.

Duct Tape Marketing uses the Marketing Hourglass. It is a customer journey model John Jantsch first laid out in his book Duct Tape Marketing, and Sara still uses it with every client. The seven stages are Know, Like, Trust, Try, Buy, Repeat, and Refer.

Think of it as a complete loop rather than a one-way funnel. The goal is not just to get someone in at the top. It is to move them through every stage and bring them back again.

Sara explains why this matters in practice: “You can sit down and analyze what are we doing in each of these stages. Where are gaps? Where are opportunities to improve? And if you can really nail moving someone through each of those stages as they interact with your business, they’re going to become repeat customers and then they’re also going to just naturally refer you.”

A well-mapped customer journey does not just improve retention. It restarts referral flow naturally. When referrals dry up for a small business, this audit is often where the answer lives.

Tactics without tracking are just busy work

Sara sees a pattern constantly. A new client walks in running five or six marketing activities. When she asks what is working, they have no idea. They never set a goal before they started.

“It’s not enough just to create your list of tactics at the end of strategy,” she says. “You need to say, if we’re going to do these things for the next 90 days, what’s the definition of success and how are we going to track that? Because that information is going to help guide if you should keep doing things or if you should shift.”

Set a goal for each tactic before you start, then track it over 90 days. Hitting the goal, keep it. Not hitting it, stop or adjust. That is a system. Running activity without measurement is just spending time.

How to stand out when everything feels like noise

The marketing environment right now is loud. AI-generated cold outreach fills inboxes and LinkedIn messages. New platforms launch weekly. Every vendor promises a lead generation system.

Sara says she barely checks her LinkedIn messages anymore because so much of what arrives is automated pitch after pitch.

“It is harder to get people’s attention and it is harder to stand out,” she says. “But if you approach marketing with a more authentic human feel to it and not just trying to scale with AI, there is opportunity for people to see your authentic selves.”

Her take on AI is precise. Use it, but put a human on both ends. Lead with your own insight, stories, and direction. Let AI help shape and scale that into content. Then edit and refine the output yourself.

“Human on the front end, AI in the middle, human on the back end. That’s where it can be powerful,” she says. “It helps elevate you and your skill set and not replace your creativity.”

Low-budget marketing that actually works

If you have a few hundred dollars a month and no marketing infrastructure, Sara has a clear point of view on where to start.

  • Content repurposing. Record short videos on specific topics your audience needs to know about. Use those videos as the source material for social clips, email newsletters, and blog posts. AI makes the repurposing faster, but the original thinking has to come from you.
  • Direct personal outreach. Build a list of people in your ideal target market and reach out to them as a human. Call them. Send a personal message. When every inbox is full of automated pitches, a real call or personal message stands out immediately.
  • Podcast guesting. Getting onto someone else’s podcast costs nothing but your time. It puts you in front of their audience and builds authority in a format people actually trust.

None of these require a big budget. They require clarity about who you are talking to and the discipline to show up consistently. That clarity, as Sara would say, comes from strategy first.

Frequently asked questions

What should I do first when referrals dry up?

Do not start with a channel. Start with your ideal client profile. Define who they are, where they spend time, how they make decisions, and what message will resonate with them. Only then does channel selection make sense. Sara Nay of Duct Tape Marketing also recommends auditing your customer journey using the Marketing Hourglass to find where existing client relationships are breaking down.

Should I run paid ads when referrals stop?

Not until you have a strategy foundation in place. Paid ads without a clear ideal client profile and resonant messaging will waste budget. Build those first, then decide whether paid ads are the right channel for where your clients actually spend time.

How do I get referrals to come back naturally?

Map your customer journey using the Marketing Hourglass. Look at what you are doing at the Know, Like, Trust, Try, Buy, Repeat, and Refer stages. Gaps in the Repeat and Refer stages often explain why referrals have dried up. Fixing those gaps creates the conditions for referrals to restart without actively asking for them.

What is the Marketing Hourglass?

The Marketing Hourglass is a customer journey model created by John Jantsch of Duct Tape Marketing. It maps seven stages: Know, Like, Trust, Try, Buy, Repeat, and Refer. Unlike a traditional funnel, it continues past the first sale into retention and referral. Duct Tape Marketing uses it as an audit tool to identify gaps and set marketing priorities.

How should small businesses use AI in their marketing?

Sara Nay’s framework: human on the front end, AI in the middle, human on the back end. Bring your own insight, stories, and direction. Let AI help shape and scale that into content. Then edit and refine the output. The goal is to use AI to elevate your thinking, not replace it.

Ready to build your marketing strategy before your next tactic?

Duct Tape Marketing works with small businesses to create a complete marketing strategy through a structured 30-day engagement called Strategy First. You leave with a full plan you can run with internally or have us execute as your fractional CMO.

Visit ducttapemarketing.com/strategy-first or connect with Sara Nay on LinkedIn.

 



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