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How Does Influencer Marketing Work for B2B Freelancers?

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Influencer marketing has been white hot for a minute and it’s getting even hotter. A strategy born of user generated content and nurtured by early bloggers soon produced content creators who came to be considered authorities within their niche fields of expertise, developing loyal audiences for their blog content and generating follower communities along the way. Those early pioneers earned reputations and gained recognition for product reviews that showed trustworthy insights and built credibility. The DIY grassroots aura and absence of corporate advertising gave it all the blessing of authenticity. The independent and impartial assessments provided by the bloggers encouraged engagement and audience trust. But this is America so gradually, bloggers with the biggest followings in the scene featured sponsored content on their sites (often disclosed through affiliate links) and next, collaborations with retail outlets and product brands.

The phenomenon was accelerated by the introduction of social media platforms and exploded with the arrival of visually-focused platforms. Images, and especially videos, provided an ideal environment for newly minted marketing influencers to showcase themselves and the brands they represent with exciting visual content. The visually focused platforms caused an inflection point that gave rise to influencer marketing stars who found a lot of work in the B2C sector, in particular fashion, beauty and travel. Bloggers and others who had a flair for creating appealing content plus the ability to connect with and encourage relationships with their audience began to grow significant followings and exert influence over the behavior (aspirations) of prospective and current customers.

The rise of B2B Influencers 

While originally a strategy used by your flashy B2C cousins, competition for billable hours in the B2B sector seems to have stimulated the adoption of influencer marketing in the B2B sector. However, be advised that B2B influencer marketing is not about showcasing services or products. Rather, B2B influencer marketing is about helping you build trust and connect with prospective clients who, if all falls into place, will be more inclined to become your loyal clients. The goal of B2B influencer marketing strategies is to align your organization with recognized and respected industry thought leaders—the influencers— whose industry knowledge, reputation and loyal followers can be leveraged in your target market sectors.

B2B influencers are well-known and respected experts and thought leaders in their field. They’ve acquired impressive knowledge, experience and authority that confers recognized credibility that’s enabled them to build a sizeable, loyal and often activist following. Based on that authority and credibility, effective influencers are able to build trust and enthusiasm for a brand within their community of followers by making endorsements that can stimulate purchases made by decision-makers within the community. Furthermore, a brand endorsement can also result in a significant number of positive reviews posted on social media that creates a word-of-mouth campaign that can spread to the general public and can stimulate still more purchases of the brand’s services or products.

On a national level, you might think of sales training expert Brian Tracy, marketing wizard Neil Patel, professional development guru and author Stephen Covey and leadership and personal development maven Brene Brown as powerful B2B influencers. The best influencers assist brands by providing targeted exposure, building industry credibility, facilitating strategic partnerships and product or service endorsements that, ideally, will substantively enhance brand recognition, reputation and sales. Potential B2B influencer marketing goals for your organization could include:

  • Increased credibility and trust for your brand within your target market
  • Heightened audience engagement with your marketing content
  • Enhanced perceived value of your brand
  • Increased stature and influence of your thought leadership
  • Accelerated rate and quality of leads generated and an enhanced sales conversion rate

Is influencer marketing for you?

Let’s examine how influencer marketing could be useful to B2B Freelance consultants. As usual, your first act will be to assess your client base and refresh your understanding of your target market(s). You must know whom you’d like to influence, what you’d like to achieve and why that achievement will matter. Verifying your target market will enable you to recognize which influencers, marketing tactics and channels can be expected to resonate with your clients and prospects. So that you can begin to recognize the expertise, authority, connections and social media presence your most effective influencer should have, it’s imperative that you clarify the problems and projects that clients and prospects ask you to resolve. As you go through this process, you’ll also get an idea of whether (or not) influencer marketing might be a fit for you.

Identify and investigate influencers in your industry

Take your evaluation process to the next level by investigating the types of content your clients and prospects usually engage with and the platforms that supply it. What types of content do they find relevant, whom do they follow and on which platforms can that content be found? Also, what are the most common questions they’re looking to answer and the problems they want to resolve?

Next, develop a list of influencers you’d like to contact. Your job here is to speak and get to know who you might like to work with. Does this candidate have not only the industry experience and authority that you’d like but does s/he have the connections and clout in your niche to move the needle for you? Essentially, you’ll search for influencers who can help you reach and impact your ideal audience. It’s no help if an influencer has a large community of followers but does not have a prominent presence in your industry and niche. Before you decide who you’d like to follow and follow-up with, verify precisely how your potential influencer can produce what you want, which is probably some combination of upgrading and/or increasing your leadgen, enhancing company brand, encouraging brand loyalty, upgrading and expanding the earned media you receive and, ultimately, impacting purchase decisions that increase your client roster. Keep all that in mind as you look for good potential influencers. Here are common methods you can use to find influencers you can meet and interview.

  • Social media. Many influencers have large followings on social media platforms and it makes sense to start your search there. You’ll want to choose influencers who have a strong presence on the preferred platforms of decision-makers for your service or product. Engage with the content of influencers who seem to have promise for you. You can follow those who look promising and then reach out and initiate contact. This strategy gives you direct access to potential influencers and enables you to build relationships.
    • If Facebook is your preferred platform, use their search function to find influencers. You can also check out industry specific Facebook groups or pages to find B2B potential influencers.
    • Instagram is your gateway to connecting with Millennial generation decision-makers and discovering the influencers they trust. Search the platform for producers of excellent and consistent content and then visit the site profiles of those content producers you find compelling.
    • LinkedIn is the usual suspect for all things B2B, including finding B2B influencers. You can search your industry to find influencers directly. Definitely join and investigate relevant LI groups and watch for influencers within their membership ranks.
  • Networking at industry conferences and events. Attending in-person meetings and conferences provides a unique opportunity to network with professionals and identify potential B2B influencers within your niche. The strategy is effective for discovering and getting to know B2B influencers with whom you can potentially build a mutually beneficial relationship.
    • Attend relevant conferences in your industry.
    • Actively participate in networking sessions.
    • Identify B2B professionals with significant industry influence
    • Establish connections and express interest in collaboration

  • Discover B2B influencers through industry publications, influential blogs and speaking engagements. This strategy lets you evaluate is the credibility of influencers by learning who is featured in respected industry publications, which indicates expertise, authenticity and most likely, influential relationships.
    • Regularly follow industry publications and relevant blogs, with an emphasis on organizations such as chambers of commerce or other well-respected professional societies and business associations. Identify content contributors and speakers who have the industry expertise and reputations that you seek.
    • Familiarize yourself with the content of industry experts that you find promising
    • Reach out to suggest the possibility of collaboration opportunities.

Evaluate B2B influencer industry authority and credibility;

Confirm the authority and credibility of potential B2B influencers within your industry by examining their past collaborations (if possible), content quality, consistency and presence in prestige publications. Your job is to investigate which B2B influencers’ audiences and authority align with your target market and can be useful for you. Refer to your research to develop a candidate shortlist.

Reach out to your follow-up list gauge and request an opportunity to discuss the possibility of an influencer marketing relationship. Enhance your appeal to your intended influencer with a personalized and compelling outreach message that demonstrates your awareness of his/her industry authority, as evidenced by the quality and consistency of his/her published content, speaking engagements and /or professional awards. Express your admiration for their insights and expertise.

If your invitation to talk is accepted, during the conversation inquire about the brands and types of campaigns your would-be influencer has previously collaborated on. If the initial discussion leads to further and more specific talks, request a link to his/her portfolio to verify the success of past collaborations and get a feel for how a collaboration with you might work.

Negotiate terms and collaboration agreements

Clearly define and commit to writing in a signed contract your expectations of the influencer marketing campaigns, the roles and responsibilities of the influencer you’ll partner with and the compensation agreement (monetary amount and due dates) with your selected B2B influencer. Execute this agreement by producing a transparently communicated legal document—a contract.

Keep in mind that a contract is only as good as your ability to enforce it. Help yourself by keeping your wish list and the timeline for its achievement realistic. While discussions and negotiations with your preferred influencer in advance of finalizing the contract, do your best to confirm which items of your wish list outcomes seem possible for your organization as well as the amount of time and other resources that will likely be needed to get you there.

Monitor and measure campaign influencer performance

Monitor the performance of your B2B influencer campaign by tracking the relevant associated key metrics, such as client and prospect engagement, click-through rates and shares, follower growth and expansion, leadgen growth and expansion, brand reach and impressions and sales revenue. In sum, you’ll want to evaluate the campaign ROI outcome and understand the costs associated with your influencer marketing campaign versus the sales revenue that can be attributed to the campaign.

It’s imperative that you obtain an objective and comprehensive assessment of your influencer marketing activities. As with all of your business strategies, obtaining a big-picture performance evaluation is a must-do. Once you learn which strategies and campaigns are effective, and therefore worthy of your investments of money and time, and what failed to live up to your expectations, and might either benefit from an adjustment or maybe should be dropped will, as always, show you the path forward.

Thanks for reading,

Kim

Image: © gstockstudio for Freepik

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Revolutionize Your Email Marketing Campaigns

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How many times over the past 10 years have B2B marketing experts declared email marketing dead? Oh, well—sometimes experts project their own feelings onto those whose behaviors they’ve been charged to study and predict. The experts, it seems, and not the customers, were ready to move on but like a cat, email marketing has nine lives. B2B email marketing in 2025 continued to earn the trust of customers and prospects and produced a confidence-boosting performance for marketers. The median B2B open rate reached 36.7%–42.35% , an increase from 34.2% in 2024, according to data from VerifiedEmail.

Email marketing continues to deliver exceptional return on investment of $36–$42 per $1 spent as of 2025, as reported by data published by Los Angeles, CA based VerifiedEmail and outperforming all digital marketing channels by 4–5x. Bold text, eye-catching images, interactive content and an irresistible subject line are how email marketers capture the attention of intended readers.

AI tools optimize performance of an evergreen marketing resource

A 2025 Boston Consulting Group survey of 251 marketing professionals concluded that 33% of survey respondents regularly use generative AI tools and 92% of respondents feel optimistic or very optimistic about the creative potential of GenAI over the next two to three years. GenAI tools like ChatGPT, the AI-powered chatbot developed by OpenAI and the AI-powered search engine Perplexity are primarily used to write articles and create images that accompany social media posts. Email marketers are finding inspiration in those capabilities and are off to a good start with AI technology. According to Salesforce research, AI is positioned to greatly enhance the impact of email marketing:

  • Managing campaigns: AI helps marketers understand which elements of an email campaign are effective and which do not resonate.
  • Content creation: GenAI platforms will support the text outline and compose the narrative, as well as edit your copy and also create the images that supply visual context to your marketing message.
  • Brainstorming: Marketers can use AI to jumpstart creativity and elevate the quality of the text you produce and help you to more efficiently produce the irresistible subject lines, eye-catching images and, most importantly, compelling topics that build the audience for marketing emails that deliver your newsletters.
  • Scaling output: AI can speed up completion of the normally time-consuming functions listed above—finding the right subject line, composing newsletter text, producing an image that enhances your text and, icing on the cake, analyzing the performance of your email marketing campaigns.

Getting in, getting noticed, getting opened

The volume of daily emails received by a working adult is often overwhelming and most inboxes are inundated with messages both business and personal. Nevertheless, the response to email marketing remains robust, propelled by the value and trust conveyed in highly targeted, personalized marketing messages that address the needs and priorities of decision-makers.

Still, recipients are inclined to require opt-in permission to control their email deluge. A double opt-in protocol that asks subscribers to both agree to accept your emails and also include another security layer by adding your company email address to his/her trusted contact list, your emails might still be blocked by spam filters. The unintended consequence is that 22% of permissioned email fails to reach subscriber inboxes.

Furthermore, like a determined salmon swimming upstream, reaching subscriber inboxes is only Step One in your marketing email’s journey. Step Two for email marketers is to prepare for how the email will be received and noticed by subscribers. Research indicates that as of 2025, 55% of email is opened on mobile devices, that is, smart phone or tablet. Responsive design is therefore required for your marketing emails. Furthermore, mobile devices allow only a limited view of the email subject line. Just first 40 characters of a subject line are visible on the iPhone email app.

Those 40 characters have a big responsibility. Marketers are advised to be very selective about what those 40 characters communicate to potential readers. Then again, shorter subject lines consistently outperform longer ones. The email marketing experts at Constant Contact point out that that all aspects of your email content—format, text and images—must be considered and optimal email design for different mobile devices may not be uniform.

An intriguing discovery is that including an emoji in the subject line can increase open rate by 56%. Still, a subject line that is considered relevant will likely be the more persuasive strategy for intended readers. Finally, there is the most important ingredient in this recipe and that is email content. The open and click through rates depend on the content delivered in the email. The subscriber has to feel that the subject you’ll cover—whether it’s a special offer, an announcement of some sort, or a hot industry topic—must be relevant and timely.

Email segmentation is the new normal

Email segmentation, along with email marketing automation, has been one of the biggest digital marketing trends over the last few years. Email segmentation has moved from what was considered an “advanced feature” to a capability that basically all email service provider platforms offer because basically all email marketers want to use segmentation in their email marketing campaigns to enhance the ROI.

Recent studies have found that 33% of companies segment their audiences for marketing campaigns and 20% send customer-specific emails. In fact, researchers at VerifiedEmail report a pronounced shift from email volume to email relevance that’s revealed the highest-performing campaigns send fewer emails to more precisely segmented (targeted) audiences and achieve 30% higher open rates and 50% higher click-through rates. These findings suggest that email marketers create customer personae and use data from those profiles to segment audiences and more effectively target the campaign content they will receive. Hyper -personalized marketing content has been shown to produce as much as a six-fold increase in transaction rate. In addition to producing increased sales revenue, the data further suggests that segmentation can boost recipient engagement as well. An industry study by MailChimp found that segmented campaigns lead to an average of 14% greater open rates and 100% greater clickthrough rates. Keep in mind that this happens when fewer, hyper-personalized emails are sent—I’m sure you’ll agree that limiting your marketing emails increases the value of those you do send and works to limit your unsubscribe rate.

Listen up—email marketing experts know that CTR matters more than the email open rate. VerifiedEmail spills the tea and points out that in our privacy-restricted era, CTR represents the most reliable engagement signal—it requires deliberate action rather than passive preview. Top-quartile email campaigns achieve 6%–10% CTR with diligent segmentation and AI- augmented personalization.

Get started by choosing the right email marketing eervice

Many marketers face the same challenge—they want to send marketing emails, grow their customer list and audience, plus automate and segment email campaigns without spending hours on design or technical setup. Furthermore, you may get stuck with the grunt work of performing manual data transfers risk to add list names and profile info if the software you use doesn’t integrate with the software used by your customer relations management service. You might also be limited in the number of marketing emails you can send. Or maybe you’ll eventually become dissatisfied with the generic designs that do not enhance your brand.

In other words, it will be worth your time to investigate and compare ESP software plans to identify the right platform for your needs. The right platform will save time and aggravation. It will simplify your workflow, encourage customer engagement, increase your campaign conversion rate and make your brand memorable in the best ways.

The price range of ESP plans varies significantly, depending on the level of service you’d like to have. There are even free plans that most likely will limit your number of email campaigns per day or month, a low-cost plan that could cost perhaps $5 to $10 per month, with limited campaign sends and size of the contact list, could be a good way for a Freelance professional to get started and access the benefits of email marketing. The average cost of email marketing platforms for up to 500 contacts is around $20 per month. Choosing the best platform won’t be complicated if you focus on the features that matter most. A list of typical services that marketers use is below. Next, you can start your ESP research here with this credible list of recommended email platforms Forbes Magazine in January 2026: 

1. Send volume. Pick a platform with send limits and pricing that match your current and future email marketing plans. Don’t overpay for features you won’t use or hit limits too soon.

2. Easy platform migration. Make sure it’s easy to migrate your customer data from your old system. The less time you spend moving contacts, the sooner you can get back to marketing.

3. Seamless integrations. Look for software that works with your CRM, online store, and even social media. This makes it easier to retarget leads and keep your marketing efforts connected.

4. User-friendly design tools. Choose a platform with drag-and-drop editors and customizable templates. You shouldn’t need a designer or coder to build beautiful emails.

5. Automation & AI. Advanced platforms let you automate email workflows, like sending follow-ups based on opens or clicks. AI can help predict the best times to send emails, write subject lines, or even suggest content.

6. Customization & branding. Free or cheap plans often include the platform’s logo on your emails. Invest in a plan that lets you add your branding, so your business looks professional.

7. Analytics. Basic reports should track open rates, click-through rates, and conversions. A/B testing tools can show you what’s working and where to improve.

Thanks for reading,

Kim

Image: © Getty Images. Burning Blue Email

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Motivation to Climb Your Customer Loyalty Ladder

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You know that customer loyalty is a powerful resource, one that directly impacts business growth by reducing customer acquisition costs and customer churn by generating referrals and increasing your company’s average customer lifetime value (CLV) to grow your customer list and company revenue. Jeffrey Gitomer, a recognized authority on sales and customer loyalty and author of 15 books, has a blunt observation to share with Freelancers and business owners. In his book Customer Satisfaction Is Worthless, Customer Loyalty Is Priceless (1998), Gitomer shares an outrageous truth—if you disappoint a customer even once, s/he will tell 10 people about your faults. On the other hand, when you (merely) satisfy customer needs and expectations, it’s likely that your customer will tell no one—you did your job and so what.

The good news is, when you show some enthusiasm and exceed the customer’s expectations, s/he will usually tell others how wonderful you are. Here’s the lesson—Freelance professionals and other business owners cannot expect to maximize the potential of their business venture by simply showing up to do the job; that won’t move the needle and make a positive impact on reputation (brand) or revenue. You’ve gotta hit the ball out of the park every time, because acting like an order taker, making sure the fries and everything else are in the bag, is not enough.

In his book, Gitomer identifies critical moments in the buyer’s journey that influence whether customers will become your devoted brand advocates, make a one-off purchase and disappear, or remain indifferent and ignore you. By using what Gitomer describes as the customer loyalty ladder, you’ll refine the timing of the marketing and sales messages that you create to persuade prospects to become customers and eventually become repeat customers.The customer loyalty ladder takes it further and shows how to cultivate loyal customers and even brand advocates who become cheerleaders and make referrals, give testimonials in your favor and play a decisive role in the vitality of your customer list. It’s powerful stuff.

Each rung in the ladder represents a different stage in customer loyalty to your brand. It’s no secret that customer loyalty can make or break your company’s long-term success. You may be aware of customer retention statistics that indicate the probability of selling to an existing customer is 60-70%, while the probability of selling to a new customer is only 5-20%. Gitomer labels the process of moving up the ladder as the customer acquisition journey  Identifying where each customer stands on your customer loyalty ladder enables you to deliver a marketing message tailored to move that customer toward the top.

As you probably guessed, the customer loyalty ladder starts at the bottom with those the author calls suspects; they are not yet, and may never become, an actual prospect. Suspects barely know that you and your enterprise exist. The top rung of the ladder is where your most loyal and valuable customers reside: they’re the highly coveted brand advocates. Gitomer also cautions that in the nebulous middle are those with whom you’ve done business but unfortunately feel that you (or your team) did only what was necessary—nothing more, nothing less—causing this cohort to feel no attachment to your product, service, or organization. These folks may or may not do business with you again.

Stage 1: Suspects

These people know your brand exists and might have some level of awareness as to what you offer, but they’re not ready to make a purchase. They might have seen an ad, visited your website, or checked out your social media—but they have hesitations still. Suspects may potentially have use for your service product, but it’s not a front-burner issue. They are the largest group and they are ruled by inertia or indifference.

Stage 2: Prospects

Members of this cohort have demonstrate interest in your service or product and may have asked for more information. They know your brand exists, they have some awareness of your service or product, but they’re not ready, or able, to make a purchase yet. They’ve most likely have seen an ad, visited your website, or engaged with your social media but they hesitate to proceed. Prospects are weighing their options, and your organization is just one of perhaps several choices in our increasingly competitive B2B marketplace. You may be able to motivate prospects by tempting them with discounts for first-time buyers, free trials, or free access to gated content that they covet. Whatever the case, your goal here is conversion – turning prospects into first-time customers. Look at website traffic, ad engagement and email sign-ups to gauge brand awareness.

Stage 3: First-Time Customers

Needless to say, a customer has done business with you, made at least one purchase. You finally got the customer to take a chance on your brand and it is a relief and validation. But you can’t exhale yet—to be truly successful you’ll need repeat business—that is, customers who return to do more business with you. Over the years, make it a point to calculate the customer lifetime value vs customer acquisition cost of those on your customer list. 

There are a lot of one-off purchases made in the world. Every business owner is delighted to receive that first purchase a welcome a new customer, but there can be no misunderstanding that a viable customer list is not created through a series of one-offs. The first purchase is a critical juncture, when you would be wise to take steps to turn a one-time buyer into one who becomes a loyal advocate over the long term. Your job is to start the process with immediate post- purchase contact. A follow-up email thanking the user, providing value with how-tos while the customer anticipates delivery, or a quick survey to ask the customer to evaluate customer service are all a good first step. 

Examine conversion rates and purchase behavior – how many return for a second order? Make it a permanent part of your post-sale follow-up to touch base with them to see if you missed the mark in any way or if there’s anything you can do to help them make the most of their product. 96% of consumers say customer service influences brand loyalty.

You can also start sending personalized follow-ups with complementary product suggestions, or even go as far as offering incentives for the next purchase (discounts, loyalty program enrollment, etc.).The key takeaway is that a positive first experience can make or break your customer retention efforts. If you fail to act, or if your approach is wrong, you’ll have a much lower chance of encouraging repeat business.

Stage 3: Repeat Customers

A repeat customer is anyone who has done business with your company more than once. These customer see value in your service or product, but it will nevertheless be helpful to remind these customers why they should continue to do business with your organization. This is where you can implement a well-structured loyalty program. Tiered loyalty programs allow customers to earn points or exclusive perks over time.

You can also use data to send personalized recommendations that align with their purchase history. Whatever you do, keep up the attentive customer service. It’s been reported that 61% of customers will jump ship and defect to a competitor after a single poor customer service experience.

Stage 4: Loyal Customers

Loyal customers are deeply connected to your brand and choose you because of you and not just because of the products and services you sell. They have an emotional attachment that guides their purchase habits and they are among your most valuable customers. Don’t just take my word for it—one study found that loyal customers can drive up to 65% of a brand’s revenue, even though they typically make up only a small percentage of total customers.

Without question, it is in your interest to go above and beyond when considering how to reward and thank these customers with ultra-exclusive benefits. Your rewards should free shipping or discounts, for example. Instead, think early access to new services or products that you introduce, behind-the-scenes content, invitation to a launch event and unexpected surprises like handwritten notes all go a long way. Use customer lifetime value (LTV) and engagement metrics to see who keeps coming back. You can even poll them and let them tell you why they come back again and again. Give these customers opportunities to interact with your brand beyond purchases with events or opportunities to offer feedback on new product releases. The priority is to make them feel as if they’re not just another customer, but very special people who are part of the movement.

Stage 5: Brand Advocates

Eventually, your most loyal customers may become motivated to become brand advocates. This top rung in the customer loyalty ladder represents your most powerful customers, those who serve as an organic marketing channel for your brand. These customers actively promote your brand to their friends, family, colleagues, even random people they come across on a daily basis. They leave glowing reviews and share your products on social media, too.

Brand advocates are your most valuable customers not only because their testimonials and cheerleading bring interest, excitement and trust to your service or product that results in customer referrals and maybe some PR too. the enthusiasm of brand advocates also lowers your cost of customer acquisition and drive customer growth naturally.

So, how do you move people up the ladder of customer loyalty into this stage? Continue taking other steps to make customers, especially repeat and loyal customers, feel like VIP insiders. Seek their insights from your brand advocates when making decisions about your service or product; involve them in beta testing new features or entry into a new market, invite them to exclusive VIP-only events. A customer who feels involved and part of your business, while also receiving consistent value, can be an influential promoter of your brand, giving referrals and singing your praises.

Assess your customer list

First, examine your customer list to figure out where you’re struggling the most. Maybe you have a hard time getting customers to take a chance on your brand but once they do, they stick around. You have an acquisition problem. Or, perhaps you get customers to buy once but they never come back to make another purchase. You have a customer retention problem and problem with customer churn. Gitomer recommends that you focus on the following questions:

Analyze your customer retention KPIs and figure out where you have the need to level up your performance. You now know what to look for at each rung of the very useful customer loyalty ladder and understand how the customer acquisition journey along with the customer loyalty ladder can improve your ability to improve the CLV in your customer list. To get you started, Gitomer recommends that you focus on the following questions:

  • How can you convert one-time buyers into repeat customers?
  • What’s the best way to incentivize loyal customers to become brand advocates?
  • Where do you see prospects abandoning the customer acquisition journey and how might you correct, or limit, the problem? fix them?

Thanks for reading,

Kim

Image: Depositphotos free image

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Give Your Personal Brand A January Jumpstart

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FACT: You have a personal brand—whether or not you realize it or choose to manage it. You may prefer to let it be and let your business acumen and client list represent you, and they are undeniably important factors. Nevertheless, be advised that your personal brand is your reputation. It sums you up, in a brief sentence or two, in the minds of peers, competitors, prospective clients and perhaps even power brokers whom you’ve yet to meet but could still, some day, be in a position to evaluate you, however quickly, and advance or limit your preferred business trajectory.

Especially for Freelance consulting experts and other business owners, the personal brand has impact. Rather than leave public perceptions of who you are and what you stand for to chance, it is far less risky to develop and present your personal brand narrative yourself—perhaps with the assistance of a public relations expert or a business coach whose background is not in behavioral therapy or counseling, nor exclusively in traditional employment, even at C-Suite level, but rather in boots-on-the-ground independent business ownership, Freelance or otherwise, and preferably a coach who has had public relations/ marketing responsibility.

Defining your Personal Brand

I’m no fan of Jeff Bezos, but nevertheless, I feel his definition of personal brand is spot-on: “Your brand is what people say about you when you’re not in the room.” You can also assert a level of control over your personal brand, because it really is about you being yourself—on purpose. It’s both authentic (being yourself) and strategic (on purpose). You have actually have a responsibility to shape and define how you’re perceived, to the extent that it’s possible. Your personal brand exists to amplify your strengths, does it not?

Use storytelling to build, engage and connect with your community

Heads up—branding, personal or business, is not about your company colors and logo design. Those elements represent the company visually, but they cannot build your brand. Your story does the brand building. Branding expert Chris Do, founder and CEO of The Futur, has spent 22 years building design businesses and also teaching marketing creatives and others in search of client work how to succeed. Do quotes Michael Margolis, founder and CEO of Storied, a strategic messaging company: “A product, service, or organization without a story is a commodity.” Do emphasizes that when prospective customers and clients make a choice between a better product or a better brand, they choose the better brand nearly every time because they can relate to it.

Emotion matters. “Facts tell, stories sell,” Do explains. He encourages those with a brand to build and manage, like you, to share your journey. Tell it like it is—be real about your failures; make people feel what you felt. Author and actress Maya Angelou famously said, “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Always remember that your stories can never be copied by competitors. They describe and define you and they are authentic. Use your stories to stand out in an oversaturated market.

As Do sees it, your background isn’t baggage, it’s your superpower. “The origin story of you is the easiest one to tell because you’ve lived it,” he says. Your home town, what your dad (and/or mom) did for a living, the cultural references that were the foundation of the values that guided your parents as they raised you, the stories that they, and your aunts and uncles, shared with you at home and at family gatherings all shaped your worldview. Like Senator and presidential candidate Bernie Sanders of Vermont, a New York City native who grew up in Brooklyn, do not be afraid to keep your accent, your cultural references and your unique expressions. Your story creates cultural currency that connects you with your audience and brings them into your community. Don’t be self-conscious and hide the unique characteristics that define you. Do recognizes those quirks of personality and expression as shortcuts to understanding and trust with people who share similar experiences or just find your background fascinating—and authentic.

Take your personal brand public

Building and sustaining your preferred personal brand requires public exposure and your currency as a Thought leadership is often one of the first thing people think of when they think of a personal brand. You might publish an e-book, but there are other brand-building tools—such as publishing a blog or newsletter, appearing on webinars and podcasts and becoming an active and visible member of a local business group or national professional organization. It’s a great idea to Google yourself to see which links and images appear first and decide what you want others to see when they search your name and your company’s. What impression do your LinkedIn and other social media profiles present to the public? near the top of the search results? Update your headshot, reassess and align your headlines, perhaps revisit your unique selling proposition and align the description across all platforms. 

Finally, evaluate your network connections and go about building a community that is mutually beneficial. Your network is about quality, not quantity. Seek out professional connections across industries, functions, and even geographies. Furthermore, say yes to attending networking events, especially when they’re in-person. So what if you’re doing Dry January—order a sparkling water with a slice of lime and call it your mocktail!

When you meet new people, focus on generosity. Offer helpful introductions, send links to relevant articles, share timely insights. Always follow up. To all who’ve given you a business card, send a quick message to say something like “Great to meet you! If I can be of assistance, please reach out.” You want to do what’s possible to politely encourage beneficial relationships that reinforce your brand.

Thanks for reading and Happy New Year,

Kim

Image: © George Marks (photographer) circa 1950s “Man in the Mirror”

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2025 Year-End Business Report Card

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Reflecting on the waning year is the best way to give yourself an honest and very helpful big picture understanding of what occurred in your business. You will come face2face with planned initiatives, unexpected opportunities and risks that paid off, or at least broke even, and those that, unfortunately, failed to fulfill your hopes. , and what you might adjust to reach your 2026 goals. A year-end review suggests which strategies will likely build on successes, gives insight into what you should eliminate, as least for now, and what might come through for you in the new year, perhaps with some adjustment. A year-end review encourages productivity that brings good results by helping you move forward and build momentum—and ensuring that you avoid reinventing the wheel or repeatedly start from ground zero, which is sure to slow your progress. 

Review the year in business

When reviewing the past 12 months of your business, there are a few questions and metrics that will give you a good baseline of what you would be wise to pursue, adjust, or eliminate during the upcoming year.  After answering these questions, you can more effectively map out your goals for next year. Set attainable, data-driven targets that challenge, but are also within reach. This is also a great time to identify if you might want to outsource certain functions in the next year to help you reach your 2026 goals.

  • How many projects did I work on?
  • What was my total sales revenue?
  • What were the sources for these deals? (e.g., referrals, networking, social media, website marketing funnel)
  • On a scale of 1-10, how would I rate my new client prospecting efforts?
  • How consistent was I with marketing—blogs, newsletters, webinar appearances, social media? Did I create and follow outreach strategies or was it intermittent?
  • What could I have done better in terms of marketing?
  • What did I do exceptionally well that contributed to my success?
  • What area did I struggle with the most? (Hint: this may be an area to either get help with or improve in 2025).

Evaluate performance of lead generation strategies

  • Inbound marketing continues to be an absolute requirement for B2B growth. Creating a consistent stream of leads is very important if you want to build a business that is sustainable and that you can scale and grow. The goal is to invite a steady flow of leads from different sources. Inbound marketing is considered the most practical and method for keeping your pipeline filled with prospects who are curious about your services or products. Inbound marketing is also efficient, with numerous marketing studies confirming that inbound marketing campaigns and activities generate about 54% more leads than outbound marketing. Furthermore, inbound marketing costs up to 62% less per lead than traditional outbound marketing. In 2026, inbound marketing appeals are predicted to remain the primary source of how B2B buyers themselves expect to discover, evaluate and shortlist vendors, as 80 % of all B2B sales interactions will take place across a spectrum of digital channels, from company websites to social media platforms. Think of inbound marketing content and activities as a magnet that pulls in already-curious prospective buyers. The purpose of inbound marketing is to educate, build trust and generate qualified leads by providing valuable, problem-solving, content. Be advised that most of the buyer’s journey unfolds long before a prospect reaches out to a select group of potential vendors to obtain deal-sealing (or deal breaking) information. Those on a serious buyer’s journey already have a list of key questions to ask, to discuss and learn about the particulars of a service, or would like to see a product demonstration. Note that inbound marketing leadgen results in the prospect initiating contact with companies that look promising as they define it. The content you create (or fail to create)—stories, education, testimonials, case studies, conversations—determine whether you’ll be chosen to make the prospective buyer’s vendor shortlist. Review and assess your inbound marketing activity and confirm which campaigns were the most successful and which may benefit from a reworking. Your inbound marketing activity most likely includes some of the following activities.
    • Thought leadership (producing relevant and valuable information—e-book, case study, webinar or podcast appearance, blog, newsletter)
    • Sales/marketing funnel (company website)
    • Social media posts (text or audio/visual formats)
    • Referrals
    • SEO search (company website)

  • Outbound marketing content and activities enable you to broadcast your pitch to everyone in your chosen target demographics. The style is push: you/your brand initiates the contact with prospects whether or not they’re hyper-local in-market as you disseminate your message (“This is who we are and why you want to know us”). Outbound marketing methods are typically promotional—attention-grabbers, such as cold emails and direct mailings (recipients are often taken from membership or other lists), conference or event sponsorships, paid display advertisements/ paid social media ads.
    • Public speaking (guest speaking, teaching, panel/moderator) 
    • Face2face networking events (business groups or social gatherings)
    • Email updates
    • Participating in community charity events 
    • Paid online leadgen (pay-per-click)

Create a content calendar and map out marketing campaigns

Planning and scheduling your content is one of the best things you can do for your business—and your time and creativity. There are a few ways you can look at the year and decide the message of your content. Readers who have been with me for a couple of years or more will, for example, recognize that in late June – early July, I publish an annual Summer Reading List, which consists of 10 business and leadership-themed books that should appeal to those who are independently employed, whether as Freelance consultants or small business owners. Certain books might also appeal to traditionally employed executives in either the for-profit or not-for-profit sectors. In late November, I publish a December holiday client gift suggestions list.

Which events that occur in your industry might serve as focal points for your content? Could it be “back to school,” which could prompt you to present related content in August, or the arrival of a season—wintertime skiing and ice skating, an early spring marathon, an annual national conference that is regularly attended by members of your core target market, or Small Business Saturday in November?

When you develop a plan now, you can expect to emerge with a draft that you can finalize as you get closer to scheduled target dates for your content. Your content calendar draft will support and encourage you to publish relevant marketing content that’s timed to maximize its impact. Planning is so much better than flying by the seat of your pants!

Budgeting

In sum, the year-end review of your business entity can be a catalyst for growth and success. It encourages continuous learning and improvement and inspires you to think and act proactively. Your year-end review is among the most effective processes you have to evaluate the overall performance of your venture and by so doing, give yourself an opportunity to learn from successes and failures, make informed decisions and set challenging, yet realistic, strategic goals for the new year. In your review, you can analyze your 2025 actual spend against your budgeted expenses. You’ll be able to identify spending variances and learn why budget targets were exceeded. Insights from your 2025 budget review will assist in building realistic budget forecasts for 2026.

Keep in mind that forecasting is about anticipating the funding you’ll need to implement marketing campaigns, as well as paying for business operating expenses, from bookkeeping expenses to business association member dues to purchasing customer relations software to enhance your marketing functions. One hand washes the other when your leadgen marketing funnel brings in the revenue that enables you to operate at peak performance (as you define it)!

So—how did your budget and business expenses line up in 2025? Consult your financial statements— Balance Sheet, Profit & Loss (Income) Statement and Cash Flow Statement and conduct a financial health assessment of your entity. These documents provide a snapshot of your company’s assets, liabilities, equity, revenues, expenses and profits throughout the year. It would be a great idea to discuss company financials with your business accountant, to get his/her perspective on how to enhance your company’s sustainability and financial possibilities. Why not send an email now and get a meeting on your January calendar?

Happy New Year and thanks for reading! I look forward to greeting you in 2026.

Kim

Image: © Freepik

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Storytelling Is the New Advertising

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Not long ago, advertisements you saw in newspapers and magazines were made to capture attention with style and flare. Whether those advertisements were from back in the day, or 21st century pop-ups that invade the screen on your device as you scroll through websites, ad copy displayed flawless visuals and meticulously phrased text, both carefully crafted to dazzle and persuade a broad swath of the ad’s target market viewers. But that was then and this is now.

In the here and now, tightly scripted advertisements appear to be losing their hold on audiences. The viewing public, some of whom are within your target market, are apparently tiring of what can easily be interpreted as ad agency engineered, focus-group tested and totally corporate. Your future clients, and maybe you, too, value what feels genuine, relatable, believable—authentic. Your future clients are hungering for comfort food served in a favorite neighborhood place, not a four- course banquet served in a grand, Michelin starred restaurant.

What future clients are increasing drawn to is storytelling—personal testimony that comes across as unscripted and communicates a set of values and guiding principles that inform how you conduct your business and and even personal life. The influence and impact of storytelling continues to expand and it seems to already have become the future of adverting in B2B and B2C markets.

Advertising experts call the emerging storytelling phenomenon the trust economy and it is winning loyalty (and wallets) with its apparently unrehearsed, believable, real first-person accounts that are overtaking the glossy ads of days past. For example, brands that feature storytelling by the company founder—maybe showing a clip that illustrates what’s happening behind the scenes or revealing that a percentage of company profit is devoted to a certain philanthropy and also explaining how the recipients benefit— are winning customers, growing their follower and customer communities and surpassing the usual results of traditional advertising. In today’s marketplace, authenticity—which is a defining ingredient of trust— has become real currency. Authentic storytelling is how you can earn it.

Maybe the rise of storytelling is a reaction to all those banner ads and pop-ups that clutter screens and have come to annoy digital audiences? Ad-blocker usage is high, especially among Generation Z (born 1997-2012) and Generation Alpha (born 2010-2025) cohorts, whose members show skepticism toward traditional advertisements. According to marketing researchers and thought leaders, authenticity is now a leading B2B purchasing driver, with prospective buyers more likely to buy from brands they perceive as transparent and real. This generational demand for “truth” means over-engineered marketing campaigns and content may no longer resonate with your target audience. But the apparently candid testimonials that typify storytelling are perceived as believable, authentic and trustworthy.

Powerful stories

On every continent and throughout human history, people with a gift for telling a story have held power in their community. We like hearing a good story that is told well. Stories told by company founders and even employees have a persuasive resonance in today’s marketplace. For example, entrepreneurs who share factors that motivated them to launch their business entity and tell the company origin story—and perhaps bravely admitting their struggles, pivots, or failures — create intimacy and relatability with their audience that neither impossibly glamorous models or bland-looking actors who were once the faces of hundreds of companies, smiling and spouting the official brand messages—cannot match.

Furthermore, traditional ads—TV, radio, print, or digital— are more expensive than ever and their returns are diminishing. By contrast, trust and authenticity-driven advertising (marketing) campaigns often require smaller budgets and deliver outsized impact in viewer engagement and word-of-mouth.

Storytelling, which is an outbound marketing strategy and therefore defined as a push promotional marketing tactic, is fundamentally different from the typical message broadcasting that defines outbound marketing, from television, radio, or print ads to sponsoring the holiday tree lighting in your neighborhood.

Expert storytelling invites the audience into a journey. Stories are a shared experience, personal and intimate and capable of making what is a transactional relationship—selling and buying— into communities of shared values and beliefs and whose participants can develop loyalty. Harvard Business Review notes that brands that present authentic narratives in their advertising and other content marketing activities see measurable improvements in consumer trust and loyalty. As well, Nielsen’s Trust in Advertising Report highlights that recommendations from “people like me” remain the most trusted source of brand information and vastly outperforms paid ads.

Build trust into marketing strategies

The core of storytelling is about developing a narrative that is believable and therefore resonates on an emotional level with audience members. The goal is to create a connection with your audience that inspires trust in and loyalty to your brand. A marketing strategy whose message prioritizes truth and has authenticity as its core delivers story narratives that your current and future clients will believe in. Your brand story, when effectively told, can connect with your current and future clients on a deeper level, providing feelings of belonging and loyalty. This emotional connection is crucial in building a lasting relationship between the brand and its consumers. When developing your storytelling strategy and choosing key elements to incorporate in the narrative, you might include:

  • showcasing not only the company founders, but also employees as storytellers
  • Sharing behind-the-scenes happenings with humility, honesty and maybe a touch of humor as well
  • Participating in social media as well as selected in-person community events or platforms to create opportunities that invite two-way communication with your clients, prospects and other followers
  • To evaluate the impact and outcomes of your storytelling marketing campaigns, measure not just impressions but also viewer sentiment, advocacy and engagement metrics

Develop your brand story

Storytellers may sound unscripted and in the strictest sense of the word, that may be true. However, effective storytellers, whether they are entertainers or entrepreneurs, know their talking points. They know the theme and purpose of the narrative. They know how to present the story to the audience and make it capture attention and flow. In other words, creating an effective brand story requires careful consideration. Here are key elements to keep in mind:

  • Know your audience: Understanding your target audience is always essential in public speaking. Make a list of what you feel represent your values, guiding principles, priorities and purpose and consider how they impact the company. You may also want to include challenges and pain points and a reach-for-the-stars goal or two. Tailor your story narrative to resonate with your audience.
  • Clear message and purpose: You don’t want to rant, you don’t want to humble brag. You must have a purpose, an objective, that can lead you to devise a compelling story. Your story should have a clear and concise message. Avoid overcomplicating the narrative; focus on the core message you want to convey, keeping it simple. You should have a Call to Action—what do you want your audience to do—maybe make a purchase, so that they can feel philanthropic by knowing that a portion of each sale will be used to fund a worthy cause, e.g., a healthcare or educational organization?
  • Authenticity: Authenticity is crucial to storytelling. Your clients can easily detect inauthentic narratives, which can damage a brand’s reputation. Ensure that your story aligns with your brand values, company vision and mission.
  • Emotional appeal: Incorporate elements that evoke emotions. Whether it’s joy, sadness, inspiration or nostalgia, an emotional connection can significantly enhance the impact of your story.
  • Organize the narrative: Your story must have a beginning, middle and end. It must have an intro that intrigues viewers and a conclusion that inspires them. A Call-to-Action will tell them how to direct the emotions your story has built up; it creates a common purpose among audience members and is a bonding and community-building experience.
  • Visual and verbal aspects: Combine visual and verbal elements to create a cohesive and immersive experience. Use imagery, videos and written content to bring your story to life.

Thanks for reading,

Kim

Image: © Alejandra Brun/ Agence France-Presse for Getty Images. Charles Robinson, member of the Choctaw tribe (AL, LA, MS, OK), dances during his storytelling presentation in Lima, Peru, August 2003

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First-Person Data: Collect and Protect

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Compliance takes a leading role in marketing strategy

The accelerating use of Generative AI that’s occurring in business entities large and small has sparked privacy concerns in data management and IT security teams, marketing C-Suites and the offices of corporate governance/compliance attorneys. Whether the leadership at your organization calls itself progressive or conservative, it’s absolutely necessary to develop data implementation and risk management protocols, and create a crisis management public relations strategy while you’re at it, when integrating artificial intelligence backed software tools into your business operations.

Protecting client relationships and brand reputation has persuaded many organizations to bake compliance regulations into their marketing strategies, in particular those supported by GenAI. International Data Corporation (IDC), a global market intelligence and data provider for the IT, telecommunications and consumer technology markets headquartered near Boston, MA, cautions that stringent data compliance protocols are no longer merely optional, but are necessary, to avoid financial and reputational harm.

We’re all personally impacted by the increasingly pervasive use of AI and you are well aware that data privacy is high-priority to your client (and you). Regular reports of cyberattacks and data breaches intensify concern. While the the expansion of AI-powered software systems result in a more efficient, responsive and personalized experience that clients value and now expect, it’s usage simultaneously makes clients wonder about the security of their data. Research by Publishers Clearing House found that 86% of Americans are more concerned about their privacy and data security than the state of the US economy. However, 62% either don’t know or are misinformed about how their data is being used.

Sigh. There is an upside, however. Advanced risk monitoring tools, automated reporting and responsible AI frameworks can act as gatekeepers and companies achieve regulatory requirements. Businesses that integrate transparency and ethical AI practices into their governance policies and procedures can reduce the possibility of data breaches and other AI-related risks and simultaneously enhance client trust and strengthen the company’s brand reputation.

There is also legislation designed to reassure consumers that protecting their personal data is serious business and is, in some municipalities, the law. Protective measures meant to safeguard the processing of personal data is demonstrated by the change of privacy features at Google, the implementation of the General Data Protection Regulation (GDPR), whose purpose is to protect the privacy and personal data of individuals in the European Union and European Common Market and the adoption of the California Consumer Privacy Act (CCPA).

What is first-party data?

First-party data is information your company has collected directly from clients and prospects, site visitors, or social media followers. First-party data comes directly to you and the more touchpoints you provide, the more opportunities you will have to collect this information. It is an extremely valuable type of data for businesses. In comparison, second-party data is shared by a trusted source, while third-party data is data aggregated from other sources, which can include social media platforms and public records.

Marketers recognize that personalization is the cornerstone of a pleasing and potentially memorable customer experience and that collecting, implementing and storing client data —first-party data—is integral to personalization. Marketers enter first-party data into customer relations management (CRM) systems to enhance personalization, use CRM predictive analytics to get insight into client behaviors and preferences, recognize client segments and then target marketing campaigns accordingly. Sources of first-party data include:

  • Client demographic info
  • Client buying history
  • Leadgen campaigns
  • Client or prospect interactions with your website or app
  • Surveys and other online feedback that clients may participate in
  • Client, prospect or other visitors user-generated content or social media conversation transcripts
  • Blog, email and newsletter subscribers
  • Program registration lists, e.g. webinar, workshop, or meeting sign-ups

Why do you want first-party data?

First-party data helps you to paint a picture of your client and develop a reliable buyer persona. It is enormously useful because it delivers accurate client and prospect information—user info from all the touchpoints—that enables you to target the right buyers for your services or products. You’ll also be able to make better informed decisions when figuring out what personalization looks like to your clients.

First-party data enables marketers to build a customer experience that reflects user purchase history, if applicable, or other known preferences and behaviors that enrich and enhance the customer experience. Personalization is like the bartender who knows your drink or the waiter who shows you to your favorite table. Now you’ll have an accurate blueprint to follow when figuring out how to nurture a brand community of long-term clients who are happy to buy your products or services, make personal referrals and generate good word-of-mouth on social media.

Transcribe first-party data into your Customer Relationship Management (CRM) platform to create a database of everyone who’s visited your website and social media platforms. But before you start using your first-party data, think about what you want to achieve, to ensure that you’ll maximize its many benefits. You may want to do one or more of the following:

  • Building brand awareness 
  • Expanding leadgen activities
  • Encouraging repeat business and discouraging client churn 
  • Re-engaging lapsed clients and non-converting prospects
  • Growing your thought leadership content audience—blog, newsletter, podcast, webinars, speaking engagements

When you get enough first-person data to have confidence in the size of your sample, begin to implement your strategy—segment your audience and use your first-party data insights to maximize conversions on your website by optimizing user experience, targeted marketing messages, the buyer personas to understand your customers and create customized emails or (email) newsletters that will be relevant to the primary sectors (e.g., hospitals, schools, for-profit, not-for-profit, small business, global enterprise).

As well, Freelance consulting specialists and other B2B entities can follow the highly aligned and targeted account-based marketing format to produce relevant and personalized content to your market segments across the digital channels you occupy— posting tailored content in a various formats (e.g. blogs, videos, e-books, case studies) that resonate with those audience segments.

The ability to personalize marketing outreach activities cannot be overestimated—96% of shoppers say they’re “likely to purchase when brands send personalized messages.” Meanwhile, a 2025 consumer trends report generated by Businesswire found that “three out of four surveyed shoppers have already abandoned brands they once loved in favor of those offering more personalized experiences, while 81% say they routinely ignore marketing messages that don’t feel relevant”. When you throw in the harsh realities that client acquisition costs are increasing, client lifetime value is decreasing and the competitive landscape is intensifying, making the most of first-party client data becomes imperative. But the catch-22 is that possession of client personal data, which often includes contact info and credit card numbers, is a risky proposition.

Collect data, protect data

The widespread restrictions on third-party cookies by leading web browsers presents real challenges to the collection of first-party data, even when enabled by data collection by sites you control (e.g., your website). With Google putting the brakes on third-party cookies, plus Edge, Firefox and Safari shutting off cookies, first-party data is more valuable than ever.

How can businesses safely collect this essential marketing/ sales resource and simultaneously navigate obstacles around data security and client privacy expectations? The implementation of advanced security measures to protect against fraud and data breaches is a must-do. Ensuring compliance throughout the transition is also crucial, especially with evolving data privacy regulations.

In addition to conducting regular security audits to ensure data is secure, businesses should go beyond standard encryption practices and adopt advanced security measures such as tokenization for sensitive data fields, which minimizes the risk of exposing real data should a breach occur. It is recommended that companies should leverage automated tools for continuous security monitoring and compliance checks that can provide real-time alerts on suspicious activities that help to preempt potential security incidents. 

Maintain client trust

In Freelance consulting, trust and expertise are foundational. Clients entrust their sensitive data, strategic plans and proprietary work flow processes to you and expect their information to be kept private and secure. That is an ingredient in your recipe to win confidence, build strong, lasting relationships and establish and maintain your image as a reliable partner. You, Freelance friend, must institute all reasonable measures to protect client sensitive information, but as you know, the growing cybersecurity security threats can make that task feel like an ongoing battle. Here are effective defensive, low or no-cost, tactics you can take:

  • Read up on cybersecurity best practices that have SMBs and Freelance consultants in mind on the Small Business Association SCORE website.
  • Multi-Factor Authentication adds a layer of security by requiring users to verify their identity with both a password and a confirmation phone call or email.
  • Secure file permissions ensure that only authorized individuals can create, edit, or share sensitive documents. Encrypt sensitive documents and store them in the cloud to add another layer of security by instituting more stringently controlled access.
  • Hard-copy documents that contain sensitive information should be stored securely in a locked cabinet or safe when not in use.  
  • When possible, conduct meetings during which confidential topics will be discussed in person rather than on videoconference calls.
  • Devise an incident response/crisis communication PR strategy that provides explicit instructions, defines responsibilities and details your data recovery strategy in the event of a security incident. Your organization must respond quickly and in a calm and professional manner that demonstrates your control over matters and ability to resolve the incident and inform and reassure clients as you do.

Thanks for reading,

Kim

Image: AI-generated image courtesy of StockCake

 

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Level Up Your Thought Leader Cred

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Being a thought leader is a vital ingredient in a Freelancer’s recipe for a B2B content marketing strategy that moves the needle. In fact, establishing yourself as a credible thought leader is foundational to building a thriving Freelance client list. Freelancers must recognize that business acumen, lived experience and data you share with content followers, some of whom are prospects and clients, is a valuable strategic asset. What you know and how you express your knowledge is the core of your Unique Selling Proposition and the engine that drives your ability to deliver solutions that produce results and convert prospects into paying clients.

Many independently employed professionals label themselves an “expert in the field and thought leader,” but few do so with a carefully considered sense of purpose that leads to an actionable outcome—like persuading a hesitant prospect to become a client. In today’s hyper-competitive marketplace that’s populated with cautious prospects who’ve lengthened B2B sales cycles and pushed your next paid invoice farther into the future, it is imperative to distinguish yourself from those whose “thought leadership” amounts to checking the box and calling it done.

Tickling a handful of marketing metrics doesn’t prove that you’re a credible thought leader, either; click bait posts and articles are only eye wash and audiences recognize it. True connaisseurs of thought leader content track business impact (vs. 63% overall) and 51% track brand authority (vs. 38% overall) to assess how audiences really feel about their content. They measure the relevance of their thought leadership with insightful metrics:

  • Audience engagement — views, downloads, shares (80%)
  • Business impact — lead generation, pipeline influence (63%)
  • Audience feedback — client/prospect feedback, sentiment analysis (40%)
  • Brand authority — speaking/media opportunities, publication citations (38%)

Furthermore, connaisseurs publish their thought leadership on marketing channels that provide an audience of B2B prospects who are serious about obtaining useful information. If you are not currently publishing on these channels, as well as getting out in front of a live audience every once in a while, add these items to your thought leadership promotional activities.

  • LinkedIn (76%)
  • Email newsletters (54%)
  • Speaking events, webinars (52%)

Those who “get” the power of thought leadership know that the information they present may be used by audience members who are either familiar with or contending with a particular challenge. The insights and info you present as a thought leader is used to support responsible decision-making, whether in the moment or in the near future. Therefore, the goal of savvy Freelancers is to produce credible, possibly innovative and reliably useful thought leadership content that followers and other readers or viewers will notice and remember. Below are thought leadership ingredients you can use to develop your recipe for success.

1. Solve a problem readers will recognize

Effective thought leadership is born of a vexing problem that is urgent—an emerging risk, a stubborn and mysterious challenge or failing, or even a misunderstood opportunity. The most perceptive and confident thought leaders will dare to step outside the usual narrative or practice and provide a perspective the audience hasn’t heard before and use it as a launchpad for potentially effective solutions. Does your thought leadership content inspire your audience make smarter, braver, decisions, or help them to avoid a potentially costly error, or problem they may not have considered?

Thought-leadership content that presents insights and information that helps decision-makers perform not as mere functionaries but as leaders who know how to keep the mission-driven goals of their organization in the forefront builds trust and separates you from competitors. To achieve that, thought-leaders must be aware of what audience members need to know now—before a competitor tells them first.

2. Present thought leadership content with an out-of-the-box idea

Defining the problem is where thought leadership starts and proposing an innovative way to perceive and address it is what gets thought leader content noticed. A true thought leader is provocative, one who reveals an “aha” moment that makes a new way of looking at things both credible and memorable. Create thought leadership content that challenges conventional wisdom or reframes a common problem in an unexpected way—and show your audience that you understand the problem and how it can be solved.

To stimulate your creative spirit, you may want to employ an Artificial Intelligence tool to rev up your brainstorming. You’ll have to experiment to find the right prompts that help you discover intriguing, but credible, possibilities for topics that answer questions for readers and reveal what they consider to be an emerging concern. AI can also help you frame your approach to the topic and provide suggestions as to which narrative threads might be included in your content. Also, use storytelling to shape your content, as it is usually the most relatable way to communicate with your audience—and they’re more likely to retain the info you deliver.

A concise overview of a case study or references to insights gleaned from user generated content that’s appeared on your company’s social media accounts are excellent sources of lived experiences that are provided by your very own followers. You can also discover topics to explore as well. Let AI help you start the brainstorming process by showing you topics that your audience are likely to find relevant and then build your case with real time source material that might reflect both your own experiences and that of your clients.

3. The best thought leadership content is in the trenches

When scouting for source material, keep in mind that residents of the C-Suite may not give you boots-on-the-ground perspectives or stories that reveal out-of-the-box perspectives or possible solutions that bring “street cred” to your thought leader content. Clients and colleagues who have a customer-facing role are better positioned to provide you with the most interesting topics, experiences and insights that bring authenticity to your narratives. You want reports from those who notice shifting customer behavior, for example, and other grass-roots experiences that bring a rawness and depth to your thought leader content and makes it relevant to a wide audience.

4. Thought leader content is considered useful

Good thought-leader content earns attention by delivering relevant information. That doesn’t mean checklists or how-tos—but it does mean clarity and ideas that make a subject that is complex feel as if it can be navigated and understood. When your followers and other readers finish your article and let the information you provided and hit the save and/or the forward button, that will verify your status as a thought leader. Useful content helps readers do things like:

  • See a risk they hadn’t considered
  • Argue for a decision internally
  • Convince the audience to take action
  • Shift the mental model audience members were using

Thanks for reading,

Kim

Image: ©nobelprize.org (L-R) Daron Acemoglu of the Massachusetts Institute of Technology in Cambridge, MA, Simon Johnson of MIT and James Robinson of University of Chicago in Chicago, IL

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2026 Tech Trends Whisper in Your Ear

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Freelance professional are not only happily engrossed in performing paid client work; you must simultaneously perform labor that is unpaid—not yet— searching for more work. Ambitious Freelancers are networking to maintain visibility and participating in activities that showcase your professional chops, such as appearing on webinars and podcasts and publishing a blog or newsletter. Your core business development strategy is to convince prospects of your ability to consistently produce the deliverables they need when planning to hire a Freelance worker in your professional category. But in addition to carrying out your revenue producing strategies, the often unspoken role of a Freelance professional is that of small business owner.

As you work both hard and smart to develop and maintain a thriving client roster that generates your preferred number of billable hours and bottom-line revenue, you can never lose sight of the responsibility for managing and optimizing all aspects of business operations. Therefore, it comes as no surprise that staying abreast of major developments in the constantly evolving B2B technology sector is a significant portion of your business management obligations. Dozens of technology tools have been brought to market over the past three or four years and it is certain that one or more potential is capable of creating operational efficiencies in the back-office operations that support your accounting, contract management, lead generation, email marketing, or client onboarding, for example. Time and/or money could be saved, clients will become more satisfied with the after-sales support and other customer service functions you will seamlessly deliver. Even if you are by nature a late adopter, let 2026 be the year that you introduce at least one innovate and undeniably practical technology tools to make a positive impact on your business operations.

Responsible decision-making can only take place when trustworthy information is available; you can keep up with emerging technologies by simply paying attention. Speed read articles and watch videos to learn about new tech products so that you can assess their potential relevance for your organization. You may already be familiar with the sites TechCrunch and Wired and may also find them informative.

While researching, keep this question in mind—does it appear that incorporating this technology will enable you to expand your business success by capitalizing on the outcomes and results it is expected to produce? You already know that most newly released tech products are outside the scope of your needs and budget but as a new year approaches, consider that late adopters often find that they’re leaving money on the table by ignoring technology advancements. Your perspective must always be big-picture and long-term.

Finally, to fully access the intended usefulness of your new technology tool, it must be integrated into your workflow. If you have an employee, develop a strategy to encourage buy-in of the tech tool’s purpose and benefits, so that this new resource will become part of your company culture—how things are done now. Be strategic as you evaluate tech-enabled upgrades you might like to introduce. Below are areas where recently released technology tools could enhance your business operations.

Use emerging tech for leadgen and marketing

The days of cold calling have all but faded away. The gold standard of B2B lead generation in 2026 and beyond is powered by AI-driven tools that enable targeted personalization and feature text, audio and video marketing content, product demos, case studies or testimonials and even live streaming that allows prospects to interact with your company in real time. AI has transformed B2B leadgen to enable marketing campaign activities to deeply engage prospects, a capability that results in higher sales conversion rates.

AI-powered leadgen tools enhance your marketing funnel by analyzing prospect behavior and interaction data to identify to identify and nurture top-quality leads—while complying with current privacy regulations and best practices. By addressing prospects’ specific needs and challenges, you will be able to design marketing campaigns that truly resonate and deliver. As marketplace competition intensifies and customer demands become more exacting, Freelancers in the B2B sector may discover promising benefits in tech innovations.

Account-based marketing has revolutionized the way B2B leadgen by identifying a more narrow swath of high-value prospective client leads rather than reaching out to a less dicrete audience. ABM delivers customized information to key decision-makers, which often leads to better sales conversion rates and smarter use of your resources. ABM uses a precise, data-driven strategy and takes a deep dive into target lead profiles, cross-department priorities and key insights. ABM tactics include:

  • Personalized Outreach: Creating tailored marketing campaigns for individual accounts based on the industry, whose messages will acknowledge client pain points, business goals and other priorities.
  • Custom Content: Developing case studies and presentations that address the challenges of target accounts. Providing relevant educational content, which is one of the most effective ways to attract and nurture B2B leads. Instead of pushing a sales message, content marketing educates by providing useful insights, industry best practices and potential solutions that facilitate informed decisions that yield good results. By addressing typical pain points and offering effective solutions, Freelancers can build trust and position themselves as a partner and go-to resource.
  • AI-powered opportunity identification: Growth leaders in B2B sales are using AI to find new niche, potentially lucrative markets.
  • Value-based AI-enabled pricing: B2B companies are using tech innovations to more comprehensively define value, as they gravitate toward dynamic models that can automate pricing models that are personalized to attract discrete customer segments.
  • Customer Relations Management: Automation software tools will help you analyze customer data, industry trends and competitor behavior to identify accounts that have the most sales potential for you.
  • Search Engine Optimization: SEO is a foundational lead generation strategy that helps B2B companies attract high-quality leads by improving their visibility in search results. When potential customers search for industry solutions, thought leadership content, or service providers, for example, a robust SEO strategy can ensure that your business appears at the right time. By consistently optimizing for search engines and user experience, your Freelance entity can attract a steady flow of organic leads who are actively seeking solutions, thus making SEO one of the most cost-effective B2B leadgen strategies. By optimizing website content, technical website structure and backlink profiles, your business can drive organic traffic and generate leads that convert to paying customers. SEO tactics for B2B lead generation include Keyword Optimization, that is, targeting high-intent search terms that align with buyer needs and search behavior and On-Page and Technical SEO, that is, improving page speed, site structure and mobile usability to enhance search performance.

Use emerging tech to improve the customer experience

Customer experience can be defined as the impression that customers and prospects have of your brand—the company, its products and services and, by extension, you—as they move through your company’s buyer’s journey. Each touchpoint on the journey is an opportunity to create a confidence-building impression that contributes to a satisfying and memorable customer experience. The presentation of an excellent customer experience has for some customers become non-negotiable and in fact, a customer experience that’s perceived as exceptional for some customers outweighs the importance of pricing. B2B customers are responding more like B2C shoppers and adopting many more consumer-like behaviors, e.g., seeking more robust buying experiences.

Include operating with a thoughtful strategy, delivering effective value propositions, optimizing for a wide variety of channels, and sustaining growth. But to stay on the front foot, B2B sales organizations can leverage technology to find the right markets while discovering, retaining, and delighting customers across all channels. Today’s leaders understand the value of embracing innovation and using cutting-edge technology to execute strategies. McKinsey’s latest B2B Pulse Survey reveals a widespread willingness to adopt advanced digital solutions,  yet only 20 % of respondents say they have consistently implemented technologies that fuel outsize growth. 

An exceptionally positive customer experience is a powerful differentiator that can drive revenue and brand loyalty. According to a 2025 Zendesk CX Trends Report, 60% of customers have purchased a service or product from one brand rather than another based on the customer experience they expect to encounter. A 2017 World Economic Forum report predicts that your customers will obtain “more choices and control than ever before” over the next decade thanks to technological advances.

To distinguish your company from competitors in the crowd, Freelancers would be wise to explore and evaluate tech innovations as a way to optimize your operations and appeal to the evolving demands of your clients and prospects. An exceptional customer experience will prioritize:

  • Personalization–Tailor services and communications to respond to individual customer preferences and purchase history
  • Efficiency–streamlined, fast and accurate delivery of service
  • Consistency–Provide a predictable and comforting level of product performance and service
  • Empathy–Show customers that you feel genuine concern for their needs and perspective by actively listening and recommending solutions that your services or products can provide
  • Communication–Provide customers with accurate and timely information
  • Feedback–Provide methods for customers to comment or request assistance and demonstrate that you value their input

Use the new technology to make available a customer experience platform for your company so that you can account for all client and prospect interactions with your company, from the first viewings of your website to advancing through your buyer’s journey to become a qualified lead, to making a purchase and becoming a full-fledged customer and culminating with post-sale support activities. Click here to view options.

Thanks for reading,

Kim

Image: © Gamutstockimagespvtltd

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Get It Right: How to Make It While Freelancing

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About one in two American workers will participate to some degree in the Freelance labor market by 2027, according to researchers at Statista, the German global business intelligence platform, who project that about 86.5 million workers, more than half of the U.S. workforce, will earn their living as Freelance professionals or other independently employed workers.

That more smart and ambitious professionals are expected to join the Freelance labor market is a powerful vote of confidence, but a growing numbers of professionals will inevitably result in a marketplace crowded with competitors and making it increasingly difficult to stand out and build a thriving, sustainable Freelance business entity.

As a new year approaches and the “fresh start” impulse kicks in, you may be inclined to take up some future-proof thinking; your brainstorming may lead you to remember that the best defense is a good offense. What proactive and assertive strategies can you explore and enact now to strengthen your position in a marketplace that is destined to become more competitive?

A defensive strategy known to augment the power of your brand is to include in all marketing initiatives and collaterals campaign messaging that describes and promotes your brand’s Unique Selling Proposition—those singular benefits that appeal to your ideal clients and distinguish your services or products from competitors. It is imperative that USP attributes are consistently and unambiguously communicated in marketing messages, to ensure that your marketplace offerings are recognizable to those who value them.

Robust marketing is just one vital component needed to build and sustain a successful Freelance venture. Below are a few basic actions that, if enabled by big-picture thinking and working smart, along with a dose of good luck, can help you to climb to the top of the Freelance earnings pyramid. Here you go!

1. Freelancing is sales

Freelancing means that you must work so that you can work—and the work you must do is selling. It’s an unavoidable fact that in order to be hired for client work, Freelancers must persuade prospective clients to become your paying clients. That can occur if your capabilities are superior to any competitors who are also vying for the assignment. Furthermore, you must demonstrate that you are well-organized and efficient, pleasant to work with and that you are good cultural fit for the client’s company and team. Finally, you must have two or three credible references to provide third-party verification of your abilities and good qualities. If the client, which could be represented by a hiring committee, is satisfied with your competencies and credentials, you will be awarded the contract.

Note that the primary ingredient in this process is sales. To make money, Freelance professionals (and all business owners) must become adept at sales and that includes understanding the “pain points” that motivate clients to seek out the type of services or products that you offer. Before client work is obtained, the Freelancer must sell—and that begins with identifying and connecting with viable prospects who may have a project scheduled for which you are qualified. Selling is probably the most important competency a Freelancer must develop, whether you are a software developer or a make-up artist, because you can’t entirely outsource it. The owner of the company must be able to sell the product or service to prospective clients.

Face2face networking is the most effective way to meet those who might hire you, although quite a few Freelancers regularly connect with prospects who become paying clients when working through a Freelance marketplace such as Xolo, Upwork, Freelancer, or Fiverr, which vets the legitimacy of Freelancers and prospective clients. In addition to possessing the necessary skills to satisfactorily complete the project, the Freelancer must also communicate that s/he is trustworthy, dependable and, oftentimes, has done work similar to the project in question, in order to instill sufficient confidence in either online or in-person prospect introductions to extend an invitation to interview for the project and green-light the hire.

2. Identify your market niche

What services will your Freelance consulting business provide and who can you expect to become your clients? Freelancers must acquire expertise in a marketable skill and understand the typical “pain points” of prospective clients. You must learn to articulate the problems can you solve, which goals you can help the prospect achieve. Aspiring Freelance professionals cannot simply decide that you’d like to earn a living as a social media marketer or special events photographer and voila, you will receive offers of work. High-level skills and significant experience are needed before you can go out on your own and expect to make a living.

When pondering the possibility of launching a Freelance business, research the marketplace need in your geography of the current and trending demand for skills that you can demonstrate at expert level. That you are “passionate” about certain activities is not enough. Which trends are emerging and which once-dominant trends are waning?

Finally, research and learn how those who would be your prospective clients getting their needs met now. The answer to this question will reveal your competitors. Research who is making money in your niche. Visit websites and social media accounts to find out the identity of big clients and learn how your prospective competitors sell to clients.

3. Freelancers are business owners

Freelancing calls for more energy, determination, savvy and creativity than social media cheerleaders let on. As detailed above, Freelance professionals do more than provide the contracted services by providing an effective solution that solves a problem or achieves a goal. Freelancing also means you must become adept at managing the business aspects of your entity.

In all likelihood the best way to obtain comprehensive business development skills capable of building a robust and sustainable Freelance venture is to contact SCORE, The Service Corp of Retired Executives, the nation’s largest network of volunteer, expert business mentors who, at no charge in most cases, will help you, a small businesses owner-operator, plan, launch, manage and grow your entity.  SCORE is a not-for-profit organization launched by the Small Business Association in 1964 and is dedicated to developing thriving small business communities through mentoring and educational workshops.

4. Your story Is your power

Storytelling can be an opportunity to share your unique experiences that differentiate you from competitors and help you and your company, services, or products to stand out in the ever more crowded marketplace. Your stories communicate your brand identity and brand persona as they connect you with potential clients in a memorable way. Your stories are one of your most important relationship-building marketing assets.

You can share professional experiences, personal reflections, obstacles you’ve faced and tackled and observations that have taught you powerful lessons. Regardless of the type of story, you should follow a clear structure by ensuring you highlight what exactly happened (the context), the lesson to be taught through the challenge or crisis in the story and conclude with the positive outcome or result—even if it was unexpected. Your stories bolster your relatability, build transparency and trust, demonstrate your resilience and resourcefulness and might also opens doors to opportunities like speaking engagements and co-hosting workshops. A resonating story is all about how you tell it and for that bit of magic, I refer you to champion storyteller Kelly D, Parker.

5. Price like you understand the job

Don’t allow fear to cause you to under-price your services, including all the “extras” that collectively represent the quality of the customer experience your clients have come to associate with your organization. Like the classic L’Oreal tagline for Preference Hair Color said, “Because you’re worth it“. Freelancers who underbid projects, thinking that low project fees result in more work only misinterpret the psychology of sales. Freelancers who don’t ask enough questions to apprise the scope of the work and client expectations, don’t account for revisions and don’t build in a buffer zone of time to mitigate timeline delays caused by unexpected complications that could undermine achieving the preferred project completion date don’t really understand the meaning of cost-effective.

Your project price quote tells a prospect that you understand the scope, you’ve thought things through and that the client can trust you to stay calm and in control, whether in the best-case scenario, when all goes according to plan, or when something goes sideways. If your price is too low, the client may silently worry that you’re missing something important. On the other hand, if your quote is too high as compared to others that were received, the client may suspect that you’re padding the estimate as a way to enrich him/herself.

The pricing sweet spot is a balancing act that must satisfy both the client and you. Your project quote must be not be so low as to raise red flags, nor so expensive as to create anxiety, but realistic and competitive enough to suggest you know exactly what you’re getting into. Price like you understand what it takes to do the job right and clients will trust you to do it.

Thanks for reading,

Kim

Image: ©Edmund Dantes/Pexels for iStock