Here’s why you should consider working with your competitors.

Here’s why you should consider working with your competitors.

If you’re still treating your peers like competitors, you’re playing the wrong game.

The fastest way to grow your authority isn’t to obsess over being better than someone; it’s to collaborate with the people you respect. Yes, even (especially) if they do what you do.

That might feel counterintuitive. Maybe even threatening. But in a trust-based, creator-driven economy, authority doesn’t come from guarding your turf. It comes from building a platform with others who are already where your audience hangs out.


Why This Works Right Now

  • Audiences overlap. If someone follows them, they might follow you too but only if they know you exist.

  • Expertise compounds. When your name is mentioned alongside other respected voices, your authority multiplies.

  • It builds instant trust. Borrowing credibility from someone your audience already trusts gets you further than trying to earn it from scratch.

This isn’t theory. This is the strategy behind guest interviews, co-hosted workshops, affiliate launches, and strategic shoutouts. And it works even if you don’t have a big list or massive reach yet.


What It Actually Looks Like

Hiring your competition doesn’t mean handing over your clients. It means showing up as a peer in a shared space and sometimes, paying for their perspective.

Here’s what that might look like:

  • Book a session with someone you admire. Hire them for a consult. Take the course. Buy the template. Engage deeply. Then share what you learned.

  • Refer clients you’ve outgrown. When someone isn’t the right fit for you, send them to someone who is. It shows confidence in your positioning and builds goodwill.

  • Collaborate on content. Co-write a blog, trade newsletter features, or go live together on Instagram or LinkedIn.

  • Invite them into your funnel. Let them guest coach inside your paid container. Interview them for your audience. Bring their expertise into your system.

None of this dilutes your brand. It expands it.


“But What If They’re Better Than Me?”

Good. That’s the point.

If your ego’s in the way, you’re capping growth.

You’re not here to win a solo race. You’re here to be known for solving a specific problem in your specific way. The people who vibe with you won’t resonate with everyone else and that’s your edge.

Authority isn’t about dominance. It’s about direction. The faster you align with other credible people in your space, the faster you become a trusted voice, too.


What You’ll Gain

  • Visibility without the grind. No ads. No hustle. Just strategic visibility through the trust you’ve earned.

  • Confidence by proximity. Spending time with other experts sharpens your clarity and confidence—fast.

  • A referral flywheel. Experts refer to other experts. When you become part of that circle, your pipeline fills itself.

And the best part?
This approach deepens your work instead of draining your energy.


Stop competing and start connecting.

You don’t need to dominate a niche. You need to show up in the right rooms, with the right people, offering something real.

Not by playing defense but by playing smart.

Create funnels built for your prospects, not the industry masses.

Create funnels built for your prospects, not the industry masses.

You’ve outgrown the plug-and-play stuff.

Your audience is nuanced. Your services are specialized. Your voice doesn’t fit the “7-day challenge to 10K months” script and thank god. Because those templates weren’t made for people like you.

They were built for mass appeal, fast churn, and lowest-common-denominator selling.

You? You’re building long-term trust with intelligent buyers. Your funnel should reflect that.


The Real Problem with Generic Funnels

They’re loud when you need to be sharp.
They’re hyped when your people want honesty.

They’re bloated with fake urgency and pop-ups that feel nothing like how you actually work.

When you’re an expert consultant with a reputation and real relationships, the “tripwire > upsell > downsell” flow doesn’t just miss the mark; it can actively damage the trust you’ve built.

It’s not just about “what converts.”
It’s who it converts and how.


What Makes a Funnel Actually Work in Expert Industries

Funnels aren’t evil. They’re infrastructure.
They’re how someone moves from stranger to client without you manually hand-holding every step.

But for that to work in your world, the funnel needs to:

  • Reflect your voice (not some bro-marketing template)

  • Respect your audience’s decision-making process

  • Help both of you qualify the fit

  • Offer next steps that feel aligned—not pressured

This is where Ghost Funnels come in.

They’re subtle. Intentional. Invisible to the average user but dialed in beneath the surface to track, warm, and convert the right people.


Elements of a Funnel Built for Your Audience

Here’s what to focus on when designing a funnel that actually fits your space:

1. Context-Sensitive Entry Points

You don’t need 10 opt-ins. You need the right one for the right offer. Whether it’s a diagnostic, short quiz, free audit, or article with a strategic CTA, each entry point should reflect where your audience is, not where some template thinks they are.

2. Values-Aligned Nurture

Your audience isn’t dumb. They’ve seen the bait-and-switch. The nurture flow should demonstrate your thinking, not just pitch. Use voice-led email, proof-rich content, and no-fluff automations that feel like conversations, not campaigns.

3. Flexible CTAs

Some people are ready to buy now. Others need a primer. Your funnel should offer multiple ways to step in: book a call, binge articles, explore a service page, or download a tool. Funnel flows aren’t linear anymore; your strategy shouldn’t be either.

4. Consultant-Centric Design

You don’t need countdown timers or tripwires. You need selective filtering. Let your funnel disqualify bad-fit leads so the right ones feel like they’re exactly where they’re supposed to be.


Funnels Are Just Extensions of Your Voice

You don’t have to sound like a robot to scale.
You don’t have to write a 27-email sequence to convert.

You do have to build a system that reflects how you naturally sell and then design it to work without you.

A well-built funnel isn’t loud. It’s clear.
It doesn’t overwhelm, it guides.

And most importantly, it’s not a carbon copy of what worked for a SaaS company in 2019. It’s built around your audience, your insights, and your positioning as an expert.


Build the Funnel That Builds Trust

When someone joins your list, lands on your site, or downloads your tool, your funnel quietly begins.

If it’s bloated, misaligned, or borrowed from someone else’s audience, it breaks trust before it ever builds it.

But when it’s your voice-aligned, values-aligned, strategy-aligned, it becomes one of your sharpest tools for:

  • Pre-selling without performing

  • Qualifying leads before calls

  • Scaling your time while deepening authority

This isn’t about “funneling” people into a sale.

It’s about making your client journey frictionless, authentic, and scalable.

Not noise. Not hype. Just smart systems that move the right people closer to a real yes.

Your consultancy platform is now the product, treat it as such.

Your consultancy platform is now the product, treat it as such.

You’re not “just” a consultant anymore.

You’ve got client results. A methodology. Maybe a backlog of articles, tools, and frameworks that have helped dozens of people get clarity. But if your platform still looks like a résumé instead of a business model, you’re leaving authority and income on the table.

It’s time to stop treating your site like a brochure.

Your platform is a product. And when you treat it that way, everything changes.


The Mindset Shift: From Presence to Product

Most consultants approach their online presence like a portfolio:

“Here’s who I am, what I’ve done, and how to contact me.”

But that posture doesn’t scale.
It doesn’t build trust while you sleep.
And it definitely doesn’t generate leverage.

A platform-as-product approach flips the script:

  • Instead of “showing off work,” you teach your method.

  • Instead of “saying you’re an expert,” you prove it through your IP.

  • Instead of waiting for inbound leads, you build systems that attract, qualify, and convert ideal-fit clients on your terms.

This is what positions you as the expert, not the service provider.


What It Actually Means to Productize Your Platform

You don’t need to turn everything into a paid course (though that’s an option).
You do need to structure your insight into assets that work for you, not just your 1:1 clients.

Here’s what that can look like:

1. Your Blog Is an Authority Engine

Not filler. Not SEO fluff. Each article should answer a real question your clients ask before they’re ready to pay you. Think of it like the pre-sales call before the call.

2. Your Tools Are Lead Magnets, Not Freebies

A self-assessment quiz, pricing calculator, and onboarding checklist, these aren’t just “extras.” They’re value-forward entry points. When done right, people pay with attention, email, or even cash.

3. Your Frameworks = Proprietary IP

Document your approach. Name it. Visualize it. Turn it into a diagnostic or a brand audit that clients can’t unsee. This doesn’t just build authority—it becomes your signature product.

4. Your Process Becomes the Offer

Instead of selling deliverables, sell a system. Something clients can follow, trust, and refer. Your platform should walk people through that system before they ever get on a call.


But I’m Still Customizing My Services…

That’s fine. You don’t need to stop offering custom work. You just need to build a platform that:

  • Filters for who the custom work is right for

  • Converts others into scalable, lower-lift offers

  • Positions your thought leadership regardless of who’s buying

This is how consultants stop being seen as just freelancers.

You become a category of one because your IP becomes your brand.


Competitors? Or co-creators?

Here’s the contrarian take most consultants miss:

Your platform isn’t just for clients.
It’s for peers. Future collaborators. Strategic partnerships.

When you treat your platform like a business product, other experts start to see you as an equal, not a threat. That opens the door to:

  • Guest features and backlink swaps

  • Affiliate commissions on shared tools

  • Plug-and-play partnerships in each other’s funnels

  • Joint workshops and co-branded offers

Authority moving forward is collaborative, not competitive.

But collaboration only happens when your platform signals that you’re playing the same game.


Treat it like it’s worth something because it is.

If your platform shows your thinking, teaches your process, and converts browsers into buyers… it is a product.

So stop tweaking your “About” page and wondering why growth is stalled.

Design your platform like you would any good offer:

Clear problem. Tangible value. Obvious next step.

You’re not here to blend in.

You’re here to build something that runs even when you don’t.

And that starts with treating your platform like what it truly is:

A product. A lever. A signal that you’ve outgrown trading time for money.

Improve rankings and reviews using AI tools.

Improve rankings and reviews using AI tools

Why AI for rankings and reviews

AI saves you hours of manual keyword research and customer outreach. It spots the exact phrases your prospects search for, generates content outlines that rank, and even crafts personalized messages that nudge happy clients to leave feedback, all without you staring at spreadsheets or drafts.

Key AI tools to consider

  • Surfer SEO
    Analyzes top-ranking pages and suggests terms and structure to outrank competitors. Visit Surfer
  • ChatGPT
    Creates on-brand blog intros, meta descriptions, and review reply drafts in seconds. Try ChatGPT
  • BrightLocal
    Automates review invitations and monitors your local listings. Explore BrightLocal
  • Podium
    Uses AI to route feedback requests via SMS and email, boosting five-star reviews. Learn more
  • Google Review Link Generator
    Creates direct links so clients can leave reviews in one tap, useful for SMS campaigns. Generate link

Steps to boost your SEO with AI

  1. Run a content audit
    Use Surfer SEO to compare your pages against top results. Note missing keywords and content gaps.
  2. Create AI-driven outlines
    Prompt ChatGPT: “Write an outline for a blog on [topic] targeting keyword [KW], include five H2s.” Then refine in your voice.
  3. Generate drafts quickly
    Ask your AI to expand each section. Edit for clarity, add examples, and insert internal links.
  4. Optimize meta tags
    Use ChatGPT to write 155-character meta descriptions that include your primary keyword and a call to action.
  5. Publish and monitor
    Track ranking improvements in Surfer SEO or Google Search Console. Tweak headings or add FAQs for rich snippets.

Automating review requests and responses

  • Segment happy clients
    In your CRM, tag customers with high satisfaction scores or repeat purchases.
  • Send AI-generated invites
    Use Podium or BrightLocal to SMS or email: “Hi [Name], thanks for choosing us. Would you share your experience? [Review link]”
  • Auto-draft responses
    Configure ChatGPT to draft “thank you” replies and handle negative feedback by prompting: “Write an empathetic apology and solution offer for this complaint.”
  • Integrate with Google
    Ensure reviews sync to your Google Business Profile so your star rating climbs in local search.

Best practices for sustainable growth

  • Balance AI and human touch
    Always personalize AI drafts before sending, add client details or a unique insight to keep communications authentic.
  • Respect timing
    Space review requests 3–5 days post-delivery so clients have time to experience your service.
  • Rotate content types
    Mix blog posts, case studies, and video transcripts to capture diverse keywords and keep your audience engaged.
  • Audit AI outputs
    Regularly review your AI-generated content for accuracy and brand alignment, update prompts as your style evolves.

Measuring success and optimizing

  • Keyword ranking improvements
    Track position changes for target keywords in Surfer SEO or Search Console.
  • Traffic and engagement
    Monitor pageviews, time on page, and bounce rate in Google Analytics to see what content resonates.
  • Review volume and rating
    Compare the number and average rating of reviews before and after automating invites.
  • Response time
    Measure how quickly you reply to reviews; aim for under 24 hours to show attentiveness.
  • Conversion lift
    Track leads or sales from pages you’ve optimized or reviews you’ve highlighted.

By combining AI-powered SEO and review automation, you’ll climb search results, build trust through stellar feedback, and close more deals with less manual work. Which AI tool will you deploy first to supercharge your rankings and reviews?

How will you harness AI to turn your content and client feedback into your strongest growth engines?

The #1 mistake freelancers make when scaling up.

The #1 mistake freelancers make when scaling up

Why this mistake hurts your business

Many freelancers think scaling up means signing more clients, but the real issue is not having clear, repeatable processes. Without standardized workflows for communication, project intake, and delivery, you end up juggling details manually. That leads to missed deadlines, mixed messages, and unhappy clients. As you add projects, the chaos compounds, clients slip through the cracks, and your reputation takes a hit. In short, growth without processes is growth in frustration.

How to recognize when you’re making the mistake

You might be guilty if you notice these red flags:

  • Unclear onboarding: Every new client onboarding feels like reinventing the wheel, with you sending different instructions each time.
  • Inconsistent communication: Some clients get detailed updates while others hear crickets. That inconsistency erodes trust.
  • Missed deadlines: You find yourself scrambling at the last minute to catch up because you underestimated effort or forgot tasks.
  • Burnout: You’re working late to piece together project steps rather than focusing on high-value strategy and execution.
  • Feedback loops break: Client feedback isn’t consolidated, so revisions feel chaotic instead of streamlined.

Steps to avoid the mistake

Fixing this starts with building simple, flexible processes that scale as you grow:

  1. Standardize your onboarding
    Create a single “welcome packet” or questionnaire that gathers all essential details, project scope, timelines, deliverables, and communication preferences. Use a template so each new client follows the same path.
  2. Set up a repeatable communication plan
    Decide on specific touchpoints: initial kickoff call, weekly check-ins, milestone reviews, and final delivery. Document these steps so clients know exactly when to expect updates and how to share feedback.
  3. Use a project management system
    Choose a lightweight tool, like Trello or Asana, to track tasks, deadlines, and approvals. Assign tasks to yourself or collaborators, add deadlines, and attach client files. This centralizes everything instead of scattered emails.
  4. Create templated deliverables
    For things you repeat, reports, proposals, contracts, build fillable templates. That way you spend less time formatting and more time refining content.
  5. Build feedback loops
    Use a shared document or commenting system (Google Docs, Dropbox Paper) so clients can leave feedback in one place. That prevents version confusion and ensures every comment is addressed systematically.
  6. Review and refine monthly
    At the end of each month, audit your processes: Which steps took too long? Where did miscommunication occur? Update your templates and checklists accordingly so your system improves over time.

Tools and processes to support your growth

  • Trello
    Visual kanban boards help you map each client’s project stages, onboarding, in progress, review, and complete. You can copy boards for new clients and archive old ones to keep your workspace tidy.
  • Asana
    Use Asana’s timeline view to schedule milestones, assign tasks, and set due dates. You’ll see dependencies at a glance, so you know when one task must finish before another begins.
  • Google Workspace
    Shared drives, Docs, and Sheets let you create standardized templates, like onboarding forms or status reports, and share them with clients for real-time collaboration.
  • Calendly
    Automate scheduling for kickoff calls and regular check-ins. When clients book time, it syncs with your calendar and avoids endless email back and forth.
  • Loom
    Record short video walkthroughs to explain complex deliverables or provide tutorial-style updates. Clients appreciate seeing your face and hearing your voice instead of long paragraphs of text.

Measuring improvement and staying on track

To know if your new processes are working, track these indicators:

  • Onboarding time
    Measure how long it takes from contract signing to first deliverable. If that window shrinks after you implement a template, you know your process is more efficient.
  • Client satisfaction
    At project end, send a short survey asking about communication clarity and turnaround times. Higher scores indicate your processes are easing friction.
  • Number of revisions
    Track how many feedback cycles each project requires. Fewer rounds of edits mean clearer initial deliverables and more aligned expectations.
  • Project completion rate
    Compare projects finished on time before and after adopting your new system. An uptick shows your workflows are keeping you on schedule.
  • Personal bandwidth
    Note how many hours you spend on admin tasks (emails, formatting, chasing feedback). As you refine processes, that number should drop, freeing you to focus on strategy and new business development.

By avoiding the mistake of scaling without processes, you’ll streamline communication, increase client trust, and close more deals as you grow. What process will you standardize first to make your next client onboarding smoother?

How can you refine your workflows today to ensure consistent communication as you take on more clients?

Send personalized videos that convert

Send personalized videos that convert

Why personalized videos work

When you send a one-size-fits-all email, it blends into the noise. Personalized videos cut through that clutter by showing you took the time to understand your prospect. Addressing them by name, referencing their company, or commenting on a recent achievement builds instant rapport. People are more likely to watch a quick, tailored clip than read a long email, and that engagement translates into higher reply rates and faster conversions.

Steps to create high-impact videos

  1. Research your audience
    Before recording, check LinkedIn profiles, company news, or recent blog posts to find details you can mention. A quick note about their latest project or industry challenge shows you did your homework.
  2. Write a concise script
    Aim for a 30–60 second video. Start with a friendly greeting, mention their name and context (“I saw your post about X”), share a brief solution or insight, and end with a clear call to action (“Let’s hop on a quick call to discuss how we can help”). Keep it conversational—imagine you’re chatting at a coffee shop.
  3. Set up a simple recording environment
    Use a smartphone or laptop camera in a well-lit space. Position the camera at eye level, minimize background noise, and ensure you’re framed from the chest up. A plain background and natural lighting make you look professional without extra gear.
  4. Record and review
    Look directly into the camera, smile, and speak clearly. After recording, watch the clip to check for stumbles, background distractions, or audio issues. If you notice any hiccups, do a quick retake—authenticity is important, but so is clarity.
  5. Add personalized visuals
    Overlay their name or company logo on-screen for a brief moment to reinforce personalization. A simple text layer created in your video tool is enough to make the message feel custom without distracting from your face.
  6. Host and generate a shareable link
    Upload the video to a platform that creates a thumbnail preview and tracking link. Platforms like Loom or Vidyard let you see who watched, when they watched, and how long they stayed. Use that data to follow up intelligently.
  7. Embed in your outreach
    Craft a short email introducing the video link. For example: “Hi [Name], I recorded a quick video thinking about how [pain point] affects [company]. Watch here: [link]. Let me know your thoughts!” Embed the thumbnail so it looks clickable in the email.

Tools and platforms for personalized video

  • Loom
    Enables instant screen-and-camera recording, custom thumbnail uploads, and viewer analytics. You can caption the video with the recipient’s name using Loom’s title field.
  • Vidyard
    Offers personalization tokens that automatically insert prospect names on-screen. It integrates with CRMs like HubSpot or Salesforce for seamless sending and tracking.
  • Sendspark
    Specializes in one-to-one video emails. You can record straight from the browser, add personalized text overlays, and track engagement without leaving your inbox.
  • Bonjoro
    Alerts you when a new lead arrives, so you can record a welcome video within minutes. It sends a mobile-friendly link and tracks who watches in real time.
  • BombBomb
    Integrates with popular email clients to embed videos directly in the email body. It includes automated follow-up sequences based on whether prospects watched or clicked.

Best practices for video outreach

  • Keep it short and focused
    Viewers decide in the first 10 seconds if they’ll keep watching. Lead with their name and context, then dive into the value you offer.
  • Be authentic, not scripted
    Reading from a teleprompter can sound robotic. Memorize bullet points instead, so you maintain eye contact and a natural tone.
  • Use captions or text summaries
    Many people watch videos muted, especially on mobile. Adding brief captions or including a one-sentence summary in your email body ensures your message gets across.
  • Maintain consistent branding
    Add a small logo in the corner or use your brand colors for text overlays. Subtle branding reminds viewers who’s speaking without distracting from your personalization.
  • Set a clear next step
    Don’t leave prospects guessing. Ask them to reply, book a time on your calendar, or click a link for more details. A specific CTA increases the chance of a response.
  • Follow up strategically
    If someone watches but doesn’t reply, send a short note referencing the video: “I noticed you checked out my video—did you have any questions on how we can help with [pain point]?” This keeps the conversation alive without spamming.

Measuring success and optimizing your strategy

Track these metrics to understand what’s working and where to improve:

  • View rate
    Percentage of recipients who click and watch your video. A low view rate could mean your subject line or thumbnail needs tweaking.
  • Watch time
    How long viewers stay engaged. If many drop off early, consider shortening the video or delivering the key point faster.
  • Reply rate
    Number of direct responses generated. A high reply rate indicates your personalization and CTA resonated.
  • Conversion rate
    Percentage of viewers who complete the desired action—booking a call, signing up, or making a purchase—after watching. Test different CTAs or value propositions to boost this metric.
  • Pipeline velocity
    Measure how quickly video recipients move from initial contact to next stage compared to text-only outreach. Faster progression suggests video is accelerating interest.

By mastering personalized video outreach, you’ll create memorable interactions, build trust quickly, and convert more leads into loyal clients. What prospect will you record your first personalized video for to kickstart your conversion boost?

How will you incorporate personalized videos into your current outreach to see faster results?