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  • Personalization Pyramid: A Framework for Designing with User Data

    Personalization Pyramid: A Framework for Designing with User Data

    In today’s data-driven environment, it’s becoming more common for a UX expert to be asked to create a personal digital experience, whether it be a common website, consumer portal, or native application. But while there continues to be no lack of marketing buzz around personalization systems, we also have very few defined approaches for implementing personalized UX.

    We enter that place. After completing tens of personalisation projects over the past few years, we gave ourselves a purpose: could you make a systematic personalization platform especially for UX practitioners? A human-centered personalization program can be established using the Personalization Pyramid, which covers information, classification, content delivery, and overall objectives. By using this strategy, you will be able to understand the core components of a modern, UX-driven personalization system ( or at the very least understand enough to get started ).

    Getting Started

    We’ll assume that you are already comfortable with the fundamentals of modern personalization for the purposes of this article. A nice guide can be found these: Website Personalization Planning. Although Graphic projects in this field can take a variety of forms, they frequently begin with identical starting points.

    Common scenarios for starting a customisation task:

    • Your business or client made a purchase to personalize their content management system ( CMS ), marketing automation platform ( MAP ), or other related technology.
    • The CMO, CDO, or CIO has identified personalisation as a target
    • User data is unclear or disjointed.
    • You are running some secluded targeting strategies or A/B tests
    • On the personalisation method, parties of contention
    • Mandate of customer privacy rules ( e. g. GDPR ) requires revisiting existing user targeting practices

    Regardless of where you begin, a powerful personalization system will require the same key creating stones. These are the “levels” on the tower, which we have identified. Whether you are a UX artist, scholar, or planner, understanding the core components may help make your contribution effective.

    From top to bottom, the rates include:

      North Star: What larger corporate goal is driving the personalization system?
    1. Objectives: What are the specific, tangible benefits of the system?
    2. Touchpoints: Where will you get customized service?
    3. Contexts and Campaigns: What personalization information does the person view?
    4. What constitutes a distinct, accessible market according to consumer parts?
    5. Actionable Data: What dependable and credible information is captured by our professional platform to generate personalization?
    6. Natural Data: What wider set of data is conceivable ( now in our environment ) to allow you to optimize?

    We’ll go through each of these amounts in turn. An associated deck of cards was created to highlight specific examples from each level to make this more practical. We’ve found them helpful in customisation pondering periods, and will include cases for you here.

    Starting at the Top

    The tower has the following elements:

    North Star

    Ultimately, you want a North Star in your personalization plan, whether big or small. The North Star defines the (one ) overall mission of the personalization program. What do you hope to accomplish? North Stars cast a ghost. The darkness is bigger the sun the bigger the sun. Example of North Starts may contain:

      Function: Personalized based on fundamental customer sources. Examples:” Raw” messages, basic search effects, system user settings and settings options, general flexibility, basic improvements
    1. Feature: Self-contained customisation component. Examples:” Cooked” notifications, advanced optimizations ( geolocation ), basic dynamic messaging, customized modules, automations, recommenders
    2. Experience: Individualized customer experiences across a variety of interactions and customer flows. Examples: Email campaigns, landing pages, advanced messaging ( i. e. C2C chat ) or conversational interfaces, larger user flows and content-intensive optimizations ( localization ).
    3. Solution: Highly distinctive, personalized solution experiences. Example: Standalone, branded experience with personalization at their base, like the “algotorial” songs by Spotify quite as Discover Weekly.

    Goals

    Personalization can help speed up designing with user intentions, as in any great UX design. Goals are the military and tangible metrics that may prove the entire program is effective. A good place to begin is with your existing analytics and assessment software and metrics you can standard against. In some cases, new targets may be ideal. The most important thing to keep in mind is that personalisation is certainly a desired outcome. It is a means to an end. Popular targets include:

    • Conversion
    • Time spent on work
    • Net promoter score ( NPS)
    • Satisfaction of the customers

    Touchpoints

    Touchpoints are where the personalisation happens. One of your main responsibilities as a UX developer will be in this area. The connections available to you will depend on how your personalization and associated technology features are instrumented, and should be rooted in improving a person’s experience at a certain point in the trip. Touchpoints can be multi-device ( mobile, in-store, website ), as well as more specific ( web banner, web pop-up, etc. ). Several examples are given below:

    Channel-level touchpoints

    • Email: Role
    • Email opens at what time?
    • In-store display ( JSON endpoint )
    • Native app
    • Search

    Wireframe-level Touchpoints

    • Web overlay
    • Web alert bar
    • Web banner
    • Web content block
    • Web home page

    If you’re designing for web interfaces, for example, you will likely need to include personalized “zones” in your wireframes. Based on our next step, context, and campaigns, the content for these can be presented programmatically in touchpoints.

    Contexts and Campaigns

    Once you’ve identified some touchpoints, you can decide what kind of personalized content a user will receive. Many personalization tools will refer to these as” campaigns” ( so, for example, a campaign on a web banner for new visitors to the website ). These will be displayed programmatically to specific user segments at specific touchpoints, as defined by user data. At this stage, we find it helpful to consider two separate models: a context model and a content model. The context helps you consider whether a user is engaging with the personalization process at the moment, such as when they are simply browsing the web or engaging in a deep dive. Think of it in terms of information retrieval behaviors. The content model can then guide you in deciding which personalization to use in terms of the context ( for instance, an” Enrich” campaign that features related articles might be a good substitute for extant content ).

    Personalization Context Model:

    1. Browse
    2. Skim
    3. Nudge
    4. Feast

    Personalization Content Model

    1. Alert
    2. Make Easier
    3. Cross-Sell
    4. Enrich

    If you’d like to read more about each of these models, check out Colin’s Personalization Content Model and Jeff’s Personalization Context Model.

    User Groups

    User segments can be created prescriptively or adaptively, based on user research ( e. g. via rules and logic tied to set user behaviors or via A/B testing ). You will need to consider how to treat the logged-in visitor, the guest or returning visitor, for whom you may have a stateful cookie ( or another post-cookie identifier ), or the authenticated visitor at the least. Here are some examples from the personalization pyramid:

    • Unknown
    • Guest
    • Authenticated
    • Default
    • Referred
    • Role
    • Cohort
    • Unique ID

    Actionable Data

    Every organization with any digital presence has data. It’s important to inquire about how to use the data you can ethically collect on users, its inherent reliability and value, and what is the term for “data activation.” Fortunately, the tide is turning to first-party data: a recent study by Twilio estimates some 80 % of businesses are using at least some type of first-party data to personalize the customer experience.

    First-party data has a number of benefits on the user experience front, including being relatively simple to collect, more likely to be accurate, and less susceptible to the” creep factor” of third-party data. So a key part of your UX strategy should be to determine what the best form of data collection is on your audiences. Several examples are given below:

    There is a progression of profiling when it comes to recognizing and making decisioning about different audiences and their signals. As user numbers increase in terms of time, confidence, and data volume, it varies more granularly.

    While some combination of implicit / explicit data is generally a prerequisite for any implementation ( more commonly referred to as first party and third-party data ) ML efforts are typically not cost-effective directly out of the box. This is because optimization requires a strong data backbone and content repository. But these approaches should be considered as part of the larger roadmap and may indeed help accelerate the organization’s overall progress. You’ll typically work together to create a profiling model with key stakeholders and product owners. The profiling model includes defining approach to configuring profiles, profile keys, profile cards and pattern cards. a scalable, multi-faceted approach to profiling.

    Pulling it Together

    The cards serve as the foundation for an inventory of sorts ( we provide blanks for you to tailor your own ), a set of potential levers and motivations for the kind of personalization activities you aspire to deliver, but they are more valuable when grouped together.

    In assembling a card “hand”, one can begin to trace the entire trajectory from leadership focus down through a strategic and tactical execution. It is also at the heart of the way that both co-authors have organized workshops to build a backlog of programs, which would make a good subject for a separate article.

    In the meantime, what is important to note is that each colored class of card is helpful to survey in understanding the range of choices potentially at your disposal, it is threading through and making concrete decisions about for whom this decisioning will be made: where, when, and how.

    Lay Down Your Cards

    Any effective personalization plan must take into account near, middle, and long-term objectives. Even with the leading CMS platforms like Sitecore and Adobe or the most exciting composable CMS DXP out there, there is simply no “easy button” wherein a personalization program can be stood up and immediately view meaningful results. Having said that, all personalization activities follow the same grammatical convention, just like every sentence contains both nouns and verbs. These cards attempt to map that territory.

  • User Research Is Storytelling

    User Research Is Storytelling

    I’ve been fascinated by movies since I was a child. I loved the heroes and the excitement—but most of all the reports. I aspired to be an artist. And I believed that I’d get to do the things that Indiana Jones did and go on interesting activities. Yet my friends and I had movie ideas to make and sky in. But they never went any farther. However, I did end up working in user experience ( UI). Today, I realize that there’s an element of drama to UX— I hadn’t actually considered it before, but consumer analysis is story. And you must tell a compelling story to entice stakeholders, such as the product team and decision-makers, to learn more in order to get the most out of consumer research.

    Think of your favourite film. It probably follows a three-act narrative architecture: the installation, the conflict, and the resolution, which is prevalent in literature. The second act shows what exists now, and it helps you get to know the characters and the challenges and problems that they face. Act two sets the scene for the fight and introduces the action. Here, issues grow or get worse. The solution is the third and final work. This is where the issues are resolved and the figures learn and change. This structure, in my opinion, is also a fantastic way to think about customer research, and it might be particularly useful for explaining user research to others.

    Use story as a framework for conducting analysis

    It’s sad to say, but many have come to see studies as being dispensable. Research is typically one of the first things to go when expenses or deadlines are tight. Instead of investing in study, some goods professionals rely on manufacturers or—worse—their personal judgment to make the “right” options for users based on their experience or accepted best practices. That may lead some groups, but that approach can so easily miss the chance to solve clients ‘ real issues. To be user-centered, this is something we really avoid. User study improves pattern. It keeps it on record, pointing to problems and opportunities. Being aware of problems with your goods and taking corrective actions can help you keep ahead of your competition.

    In the three-act structure, each action corresponds to a part of the process, and each part is important to telling the whole story. Let’s take a look at the various functions and how they relate to consumer research.

    Act one: layout

    The basic research comes in handy because the layout is all about understanding the background. Basic research ( also called relational, discovery, or preliminary research ) helps you understand people and identify their problems. You’re learning about the problems people face now, what options are available, and how those challenges impact them, just like in the films. To do basic research, you may conduct cultural inquiries or journal studies ( or both! ), which may assist you in identifying both challenges and options. It doesn’t need to get a great investment in time or money.

    Erika Hall discusses the most effective anthropology, which can be as straightforward as spending 15 hours with a customer and asking them to” Walk me through your morning yesterday.” That’s it. Give that one demand. Opened up and listen to them for 15 days. Do everything in your power to protect both your objectives and yourself. Bam, you’re doing ethnography”. According to Hall, “[This ] will likely prove quite fascinating. In the very unlikely event that you didn’t learn anything new or helpful, carry on with increased confidence in your way”.

    This makes sense to me in all its entirety. And I love that this makes consumer research so visible. You can simply attract participants and carry out the recruitment process without having to create a lot of paperwork! This can offer a wealth of knowledge about your customers, and it’ll help you better understand them and what’s going on in their life. That’s exactly what work one is all about: understanding where people are coming from.

    Maybe Spool talks about the importance of basic research and how it may type the bulk of your research. If you can substitute what you’ve heard in the fundamental research by using more customer information that you can obtain, such as surveys or analytics, or to highlight areas that need more research. Together, all this information creates a clearer picture of the state of things and all its deficiencies. And that’s the start of a gripping tale. It’s the place in the story where you realize that the principal characters—or the people in this case—are facing issues that they need to conquer. This is where you begin to develop compassion for the characters and support their success, much like in films. And maybe partners are now doing the same. Their business may lose money because users didn’t finish particular tasks, which may be their love. Or probably they do connect with customers ‘ problems. In either case, action one serves as your main strategy to pique the interest and interest of the participants.

    When partners begin to understand the value of basic research, that is open doors to more opportunities that involve users in the decision-making approach. And that can help product teams become more user-centric. This benefits everyone—users, the product, and stakeholders. It’s similar to winning an Oscar for a film because it frequently results in a favorable and successful outcome for your product. And this can be an incentive for stakeholders to repeat this process with other products. The secret to this process is storytelling, and knowing how to tell a compelling story is the only way to entice stakeholders to do more research.

    This brings us to act two, where you iteratively evaluate a design or concept to see whether it addresses the issues.

    Act two: conflict

    Act two is all about digging deeper into the problems that you identified in act one. This typically involves conducting directional research, such as usability tests, where you evaluate a potential solution ( such as a design ) to see if it addresses the issues you identified. The issues could include unmet needs or problems with a flow or process that’s tripping users up. More issues will come up in the process, much like in act two of a movie. It’s here that you learn more about the characters as they grow and develop through this act.

    According to Jakob Nielsen, five users should be typically in usability tests, which means that this number of users can typically identify the majority of the issues:” You learn less and less as you add more and more users because you will keep seeing the same things over and over again… After the fifth user, you are wasting your time by repeatedly observing the same findings but not learning much new.”

    There are parallels with storytelling here too, if you try to tell a story with too many characters, the plot may get lost. With fewer participants, each user’s struggles will be more memorable and accessible to other stakeholders when presenting the research. This can help convey the issues that need to be addressed while also highlighting the value of doing the research in the first place.

    Usability tests have been conducted in person for decades, but you can also conduct them remotely using software like Microsoft Teams, Zoom, or other teleconferencing software. This approach has become increasingly popular since the beginning of the pandemic, and it works well. You might interpret in-person usability tests as a form of theater watching as opposed to remote testing. There are advantages and disadvantages to each. Usability research in person is a much more valuable learning experience. Stakeholders can experience the sessions with other stakeholders. Additionally, you get real-time reactions, including surprises, disagreements, and discussions about what they’re seeing. Much like going to a play, where audiences get to take in the stage, the costumes, the lighting, and the actors ‘ interactions, in-person research lets you see users up close, including their body language, how they interact with the moderator, and how the scene is set up.

    If conducting usability testing in the field is like watching a play that is staged and controlled, where any two sessions may be very different from one another. You can take usability testing into the field by creating a replica of the space where users interact with the product and then conduct your research there. Or you can conduct your research by meeting users at their locations. With either option, you get to see how things work in context, things come up that wouldn’t have in a lab environment—and conversion can shift in entirely different directions. You have less control over how these sessions end as researchers, but this can occasionally help you understand users even better. Meeting users where they are can provide clues to the external forces that could be affecting how they use your product. In-person usability tests add a level of detail that remote usability tests frequently lack.

    That’s not to say that the “movies” —remote sessions—aren’t a good option. A wider audience can be reached through remote sessions. They allow a lot more stakeholders to be involved in the research and to see what’s going on. Additionally, they make the doors accessible to a much wider range of users. But with any remote session there is the potential of time wasted if participants can’t log in or get their microphone working.

    You can ask real users questions to understand their thoughts and understanding of the solution as a result of usability testing, whether it is done remotely or in person. This can help you not only identify problems but also glean why they’re problems in the first place. Additionally, you can test your own hypotheses and determine whether your reasoning is correct. By the end of the sessions, you’ll have a much clearer picture of how usable the designs are and whether they work for their intended purposes. The excitement is in the second act, but there are also potential surprises in the third. This is equally true of usability tests. Sometimes, participants will say unexpected things that alter the way you look at them, which can lead to unexpected turns in the story.

    Unfortunately, user research is sometimes seen as expendable. Usability testing is frequently the only method of research that some stakeholders believe they ever need, and it’s too frequently the case. In fact, if the designs that you’re evaluating in the usability test aren’t grounded in a solid understanding of your users ( foundational research ), there’s not much to be gained by doing usability testing in the first place. Because you narrow down the subject matter of your feedback without understanding the needs of the users. As a result, there’s no way of knowing whether the designs might solve a problem that users have. In the context of a usability test, it’s only feedback on a particular design.

    On the other hand, if you only do foundational research, while you might have set out to solve the right problem, you won’t know whether the thing that you’re building will actually solve that. This demonstrates the value of conducting both directional and foundational research.

    In act two, stakeholders will—hopefully—get to watch the story unfold in the user sessions, which creates the conflict and tension in the current design by surfacing their highs and lows. And in turn, this can encourage stakeholders to take action on the issues that arise.

    Act three: resolution

    The third act is about resolving the issues from the first two acts, whereas the first two acts are about understanding the context and the tensions that can compel stakeholders to act. While it’s important to have an audience for the first two acts, it’s crucial that they stick around for the final act. That includes all members of the product team, including developers, UX experts, business analysts, delivery managers, product managers, and any other parties who have a say in the coming development. It allows the whole team to hear users ‘ feedback together, ask questions, and discuss what’s possible within the project’s constraints. Additionally, it enables the UX design and research teams to clarify, suggest alternatives, or provide more context for their decisions. So you can get everyone on the same page and get agreement on the way forward.

    This act is primarily told through voiceover with some audience participation. The researcher is the narrator, who paints a picture of the issues and what the future of the product could look like given the things that the team has learned. They provide the stakeholders with their suggestions and direction for developing this vision.

    Nancy Duarte in the Harvard Business Review offers an approach to structuring presentations that follow a persuasive story. The most effective presenters” set up a conflict that needs to be resolved” using the same methods as great storytellers, Duarte writes. ” That tension helps them persuade the audience to adopt a new mindset or behave differently”.

    This type of structure aligns well with research results, and particularly results from usability tests. It provides proof for “what is “—the issues you’ve identified. And “what could be “—your recommendations on how to address them. And so forth.

    You can reinforce your recommendations with examples of things that competitors are doing that could address these issues or with examples where competitors are gaining an edge. Or they can be visual, like quick sketches of how a new design could function to solve a problem. These can help generate conversation and momentum. And this continues until the session is over, when you’ve concluded by bridging the gaps and offering suggestions for improvement. This is the part where you reiterate the main themes or problems and what they mean for the product—the denouement of the story. This stage provides stakeholders with the next steps and, hoped, the motivation to take those steps!

    While we are nearly at the end of this story, let’s reflect on the idea that user research is storytelling. The three-act structure of user research contains all the components for a good story:

      Act one: You meet the protagonists ( the users ) and the antagonists ( the problems affecting users ). The plot begins here. In act one, researchers might use methods including contextual inquiry, ethnography, diary studies, surveys, and analytics. These techniques can produce personas, empathy maps, user journeys, and analytics dashboards as output.
      Act two: Next, there’s character development. The protagonists encounter problems and difficulties, which they must overcome, and there is conflict and tension. In act two, researchers might use methods including usability testing, competitive benchmarking, and heuristics evaluation. Usability findings reports, UX strategy documents, usability guidelines, and best practices can be included in the output of these.
      Act three: The protagonists triumph and you see what a better future looks like. Researchers may use techniques like presentation decks, storytelling, and digital media in act three. The output of these can be: presentation decks, video clips, audio clips, and pictures.

    The researcher performs a number of tasks: they are the producer, the director, and the storyteller. The participants have a small role, but they are significant characters ( in the research ). And the audience is the audience, as well. But the most important thing is to get the story right and to use storytelling to tell users ‘ stories through research. In the end, the parties should leave with a goal and an eagerness to fix the product’s flaws.

    So the next time that you’re planning research with clients or you’re speaking to stakeholders about research that you’ve done, think about how you can weave in some storytelling. In the end, user research is beneficial to everyone, and all parties must be interested in the conclusion.

  • To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    Photo this. You’ve joined a club at your business that’s designing innovative product features with an focus on technology or AI. Or perhaps your business really implemented a customisation website. Either way, you’re designing with information. What’s next? When it comes to designing for personalization, there are many warning stories, no immediately achievement, and some guidelines for the baffled.

    The personalization space is real, between the dream of getting it right and the fear of it going wrong ( like when we encounter “persofails” in the spirit of a company that regularly asks regular people to buy more toilet seats ). It’s an particularly confusing place to be a modern professional without a map, a map, or a strategy.

    There are no Lonely Planet and some tour guides for those of you who want to personalize because powerful personalization depends so much on each group’s talent, technology, and market position.

    But you can ensure that your group has packed its carriers rationally.

    There’s a DIY method to increase your chances for victory. You’ll at least at least disarm your boss ‘ irrational exuberance. Before the group you’ll need to properly plan.

    We refer to it as prepersonalization.

    Behind the song

    Take into account Spotify’s DJ element, which debuted this year.

    We’re used to seeing the polished final outcome of a personalization have. A personal have had to be conceived, budgeted, and prioritized before the year-end prize, the making-of-backstory, or the behind-the-scenes success chest. Before any customisation have goes live in your product or service, it lives amid a delay of valuable ideas for expressing consumer experiences more automatically.

    So how do you decide where to position your customisation wagers? How do you design regular interactions that hasn’t journey up users or—worse—breed mistrust? We’ve discovered that several budgeted programs foremost needed one or more workshops to join key stakeholders and domestic customers of the technology to justify their continuing investments. Make it matter.

    We’ve closely monitored the same evolution with our consumers, from major software to young companies. In our experience with working on small and large personalization attempts, a program’s best monitor record—and its capacity to weather tough questions, work steadily toward shared answers, and manage its design and engineering efforts—turns on how successfully these prepersonalization activities play out.

    Effective workshops consistently save time, money, and overall well-being by separating successful future endeavors from unsuccessful ones.

    A personalization practice involves a multiyear effort of testing and feature development. It’s not a switch-flip in your tech stack. It’s best managed as a backlog that often evolves through three steps:

    1. customer experience optimization ( CXO, also known as A/B testing or experimentation )
    2. always-on automations ( whether rules-based or machine-generated )
    3. mature features or standalone product development ( such as Spotify’s DJ experience )

    This is why we created our progressive personalization framework and why we’re field-testing an accompanying deck of cards: we believe that there’s a base grammar, a set of “nouns and verbs” that your organization can use to design experiences that are customized, personalized, or automated. These cards won’t be necessary for you. But we strongly recommend that you create something similar, whether that might be digital or physical.

    Set the timer for your kitchen.

    How long does it take to cook up a prepersonalization workshop? The activities we suggest including during the assessment can ( and frequently do ) last for weeks. For the core workshop, we recommend aiming for two to three days. Here’s a summary of our more general approach as well as information on the crucial first-day activities.

    The full arc of the wider workshop is threefold:

      Kickstart: This specifies the terms of your engagement as you concentrate on both your team’s and your team’s readiness and drive.
    1. Plan your work: This is the heart of the card-based workshop activities where you specify a plan of attack and the scope of work.
    2. Work your plan: This stage consists of making it possible for team members to individually present their own pilots, which each include a proof-of-concept project, business case, and operating model.

    Give yourself at least a day, split into two large time blocks, to power through a concentrated version of those first two phases.

    Kickstart: Apt your appetite

    We call the first lesson the “landscape of connected experience“. It looks at the possibilities for personalization in your company. A connected experience, in our parlance, is any UX requiring the orchestration of multiple systems of record on the backend. A marketing-automation platform and a content-management system could be used together. It could be a digital-asset manager combined with a customer-data platform.

    Give examples of connected experience interactions that you admire, find familiar, or even dislike, as examples of consumer and business-to-business examples. This should cover a representative range of personalization patterns, including automated app-based interactions ( such as onboarding sequences or wizards ), notifications, and recommenders. These cards contain a catalog, which we have. Here’s a list of 142 different interactions to jog your thinking.

    It’s all about setting the tone. What are the possible paths for the practice in your organization? Here’s a long-form primer and a strategic framework for a broader perspective.

    Assess each example that you discuss for its complexity and the level of effort that you estimate that it would take for your team to deliver that feature ( or something similar ). We break down connected experiences into five categories in our cards: functions, features, experiences, complete products, and portfolios. Size your own build here. This will help to draw attention to the benefits of ongoing investment as well as the difference between what you currently offer and what you intend to offer in the future.

    Next, have your team plot each idea on the following 2×2 grid, which lays out the four enduring arguments for a personalized experience. This is crucial because it emphasizes how personalization can affect your own methods of working as well as your external customers. It’s also a reminder ( which is why we used the word argument earlier ) of the broader effort beyond these tactical interventions.

    Each team member should decide where they would like to place your company’s emphasis on your product or service. Naturally, you can’t prioritize all of them. Here, the goal is to show how various departments may view their own benefits from the effort, which can vary from one department to the next. Documenting your desired outcomes lets you know how the team internally aligns across representatives from different departments or functional areas.

    The third and final KickStart activity is about filling in the personalization gap. Is your customer journey well documented? Will data and privacy protection be a significant challenge? Do you have content metadata needs that you have to address? ( We’re pretty sure you do; it’s just a matter of recognizing the need’s magnitude and its solution. ) In our cards, we’ve noted a number of program risks, including common team dispositions. For instance, our Detractor card lists six intractable behaviors that prevent progress.

    Effectively collaborating and managing expectations is critical to your success. Consider the potential obstacles to your advancement in the future. Press the participants to name specific steps to overcome or mitigate those barriers in your organization. According to research, personalization initiatives face a number of common obstacles.

    At this point, you’ve hopefully discussed sample interactions, emphasized a key area of benefit, and flagged key gaps? Good, you’re ready to go on.

    Hit that test kitchen

    Next, let’s take a look at what you’ll need to create personalization recipes. Personalization engines, which are robust software suites for automating and expressing dynamic content, can intimidate new customers. They give you a variety of options for how your organization can conduct its activities because of their broad and potent capabilities. This presents the question: Where do you begin when you’re configuring a connected experience?

    What’s crucial here is to avoid treating the installed software like a dream kitchen from some imaginary remodeling project ( as one of our client executives memorably put it ). These software engines are more like test kitchens where your team can begin devising, tasting, and refining the snacks and meals that will become a part of your personalization program’s regularly evolving menu.

    Over the course of the workshop, the ultimate menu of the prioritized backlog will come together. And creating “dishes” is the way that you’ll have individual team stakeholders construct personalized interactions that serve their needs or the needs of others.

    Recipes have ingredients in them, and those recipes have ingredients.

    Verify your ingredients

    Like a good product manager, you’ll make sure you have everything you need to make your desired interaction ( or that you can figure out what needs to be added to your pantry ) and that you validate with the right stakeholders present. These ingredients include the audience that you’re targeting, content and design elements, the context for the interaction, and your measure for how it’ll come together.

    This doesn’t just involve identifying requirements. Documenting your personalizations as a series of if-then statements lets the team:

    1. compare findings to a common method for developing features, similar to how artists paint with the same color palette,
    2. specify a consistent set of interactions that users find uniform or familiar,
    3. and establish parity among performance indicators and key performance indicators as well.

    This helps you streamline your designs and your technical efforts while you deliver a shared palette of core motifs of your personalized or automated experience.

    Create your recipe.

    What ingredients are important to you? Consider the construct of a who-what-when-why

    • Who are your key audience segments or groups?
    • What kind of content will you provide for them, what design elements, and under what circumstances?
    • And for which business and user benefits?

    Five years ago, we developed these cards and card categories for the first time. We regularly play-test their fit with conference audiences and clients. And there are still fresh possibilities. But they all follow an underlying who-what-when-why logic.

    In the cards in the accompanying photo below, you can typically follow along with right to left in three examples of subscription-based reading apps.

    1. Nurture personalization: When a guest or an unknown visitor interacts with a product title, a banner or alert bar appears that makes it easier for them to encounter a related title they may want to read, saving them time.
    2. Welcome automation: An email is sent when a new user registers to highlight the breadth of the content catalog and convert them to happy subscribers.
    3. Winback automation: Before their subscription lapses or after a recent failed renewal, a user is sent an email that gives them a promotional offer to suggest that they reconsider renewing or to remind them to renew.

    We’ve also found that sometimes this process comes together more effectively by cocreating the recipes themselves, so a good preworkshop activity might be to think about what these cards might be for your organization. Start with a set of blank cards, and begin labeling and grouping them through the design process, eventually distilling them to a refined subset of highly useful candidate cards.

    The workshop’s later stages could be characterized as shifting from focusing on a cookbook to a more nuanced customer-journey mapping. Individual” cooks” will pitch their recipes to the team, using a common jobs-to-be-done format so that measurability and results are baked in, and from there, the resulting collection will be prioritized for finished design and delivery to production.

    Architecture must be improved to produce better kitchens.

    Simplifying a customer experience is a complicated effort for those who are inside delivering it. Avoid those who make up their mind. With that being said,” Complicated problems can be hard to solve, but they are addressable with rules and recipes“.

    When a team is overfitting, it’s because they aren’t designing with their best data, which is why personalization turns into a laugh line. Like a sparse pantry, every organization has metadata debt to go along with its technical debt, and this creates a drag on personalization effectiveness. For instance, your AI’s output quality is in fact impacted by your IA. Spotify’s poster-child prowess today was unfathomable before they acquired a seemingly modest metadata startup that now powers its underlying information architecture.

    You can withstand the heat without a doubt.

    Personalization technology opens a doorway into a confounding ocean of possible designs. Only a deliberate and cooperative approach will produce the desired outcome. So banish the dream kitchen. Instead, head to the test kitchen to save time, preserve job security, and avoid imagining the creative concepts that come from the doers in your organization. There are meals to serve and mouths to feed.

    You have a better chance of lasting success and sound beginnings with this workshop framework. Wiring up your information layer isn’t an overnight affair. However, you’ll have solid ground for success if you use the same cookbook and the same recipes. We designed these activities to make your organization’s needs concrete and clear, long before the hazards pile up.

    Although there are associated costs associated with purchasing this kind of technology and product design, your time well spent is on sizing up and confronting your unique situation and digital skills. Don’t squander it. The pudding is the proof, as they say.

  • The Wax and the Wane of the Web

    The Wax and the Wane of the Web

    When you begin to believe you have everything figured out, everyone does change, in my experience. Simply as you start to get the hang of injections, diapers, and ordinary sleep, it’s time for solid foods, potty training, and nighttime sleep. When you figure those over, it’s time for some short breaks for nap and school. The cycle goes on and on.

    The same holds true for those of us who are currently employed in design and development. Having worked on the web for about three years at this point, I’ve seen the typical wax and wane of concepts, strategies, and systems. Every day we as developers and designers re-enter the familiar pattern, a brand-new systems or idea emerges to shake things up and completely alter the world.

    How we got below

    I built my first website in the mid-’90s. Design and development on the web back then was a free-for-all, with few established norms. For any layout aside from a single column, we used table elements, often with empty cells containing a single pixel spacer GIF to add empty space. We styled text with numerous font tags, nesting the tags every time we wanted to vary the font style. And we had only three or four typefaces to choose from: Arial, Courier, or Times New Roman. When Verdana and Georgia came out in 1996, we rejoiced because our options had nearly doubled. The only safe colors to choose from were the 216 “web safe” colors known to work across platforms. The few interactive elements (like contact forms, guest books, and counters) were mostly powered by CGI scripts (predominantly written in Perl at the time). Achieving any kind of unique look involved a pile of hacks all the way down. Interaction was often limited to specific pages in a site.

    website requirements were born.

    At the turn of the century, a new cycle started. Crufty code littered with table layouts and font tags waned, and a push for web standards waxed. Newer technologies like CSS got more widespread adoption by browsers makers, developers, and designers. This shift toward standards didn’t happen accidentally or overnight. It took active engagement between the W3C and browser vendors and heavy evangelism from folks like the Web Standards Project to build standards. A List Apart and books like Designing with Web Standards by Jeffrey Zeldman played key roles in teaching developers and designers why standards are important, how to implement them, and how to sell them to their organizations. And approaches like progressive enhancement introduced the idea that content should be available for all browsers—with additional enhancements available for more advanced browsers. Meanwhile, sites like the CSS Zen Garden showcased just how powerful and versatile CSS can be when combined with a solid semantic HTML structure.

    Server-side language like PHP, Java, and.NET took Perl as the primary back-end computers, and the cgi-bin was tossed in the garbage bin. With these improved server-side equipment, the first period of internet programs started with content-management methods (especially those used in blogs like Blogger, Grey Matter, Movable Type, and WordPress ) In the mid-2000s, AJAX opened gates for sequential interaction between the front end and back finish. Pages was now revise their content without having to reload. A grain of Script frameworks like Prototype, YUI, and ruby arose to aid developers develop more credible client-side conversation across browsers that had wildly varying levels of standards support. Techniques like photo alternative enable skilled manufacturers and designers to use fonts of their choosing. And technology like Flash made it possible to include movies, sports, and even more engagement.

    These new methods, requirements, and systems greatly boosted the sector’s growth. Web style flourished as creators and designers explored more different styles and designs. However, we also relied heavily on exploits. Early CSS was a huge improvement over table-based layouts when it came to basic layout and text styling, but its limitations at the time meant that designers and developers still relied heavily on images for complex shapes ( such as rounded or angled corners ) and tiled backgrounds for the appearance of full-length columns (among other hacks ). All kinds of nested floats or absolute positioning ( or both ) were necessary for complicated layouts. Display and photo substitute for specialty styles was a great start toward varying the designs from the big five, but both tricks introduced convenience and efficiency issues. Additionally, JavaScript libraries made it simple for anyone to add a dash of interaction to pages, even at the expense of double or even quadrupling the download size of basic websites.

    The web as software platform

    The front-end and back-end symbiosis continued to improve, leading to the development of the modern web application. Between expanded server-side programming languages ( which kept growing to include Ruby, Python, Go, and others ) and newer front-end tools like React, Vue, and Angular, we could build fully capable software on the web. Along with these tools, there were additional options, such as shared package libraries, build automation, and collaborative version control. What was once primarily an environment for linked documents became a realm of infinite possibilities.

    Mobile devices increased in their capabilities as well, and they gave us access to the internet in our pockets at the same time. Mobile apps and responsive design opened up opportunities for new interactions anywhere and any time.

    This fusion of potent mobile devices and potent development tools contributed to the growth of social media and other centralized tools for people to use and interact with. As it became easier and more common to connect with others directly on Twitter, Facebook, and even Slack, the desire for hosted personal sites waned. Social media made connections on a global scale, with both positive and negative outcomes.

    Want a much more extensive history of how we got here, with some other takes on ways that we can improve? ” Of Time and the Web” was written by Jeremy Keith. Or check out the” Web Design History Timeline” at the Web Design Museum. Additionally, Neal Agarwal takes a fascinating tour of” Internet Artifacts.”

    Where we are now

    It seems like we’ve reached yet another significant turning point in recent years. As social-media platforms fracture and wane, there’s been a growing interest in owning our own content again. There are many different ways to create websites, from the tried-and-true classic of hosting plain HTML files to static site generators to content management systems of all kinds. The fracturing of social media also comes with a cost: we lose crucial infrastructure for discovery and connection. Webmentions, RSS, ActivityPub, and other IndieWeb tools can be useful in this regard, but they’re still largely underdeveloped and difficult to use for the less geeky. We can build amazing personal websites and add to them regularly, but without discovery and connection, it can sometimes feel like we may as well be shouting into the void.

    Browser support for standards like web components like CSS, JavaScript, and other standards has increased, particularly with efforts like Interop. New technologies gain support across the board in a fraction of the time that they used to. When I first learn about a new feature, I frequently discover that its coverage is already over 80 % when I check the browser support. Nowadays, the barrier to using newer techniques often isn’t browser support but simply the limits of how quickly designers and developers can learn what’s available and how to adopt it.

    We can prototype almost any idea today with just a few commands and a few lines of code. All the tools that we now have available make it easier than ever to start something new. However, the upfront cost these frameworks may save in initial delivery eventually comes down as the maintenance and upgrading they become a part of our technical debt.

    If we rely on third-party frameworks, adopting new standards can sometimes take longer since we may have to wait for those frameworks to adopt those standards. These frameworks, which previously made it easier to adopt new techniques sooner, have since evolved into obstacles. These same frameworks often come with performance costs too, forcing users to wait for scripts to load before they can read or interact with pages. And when scripts fail ( whether due to poor code, network issues, or other environmental factors ), there is frequently no other option, leaving users with blank or broken pages.

    Where do we go from here?

    Hacks of today help to shape standards for tomorrow. And there’s nothing inherently wrong with embracing hacks —for now—to move the present forward. Problems only arise when we refuse to acknowledge that they are hacks or when we choose not to replace them. So what can we do to create the future we want for the web?

    Build for the long haul. Optimize for performance, for accessibility, and for the user. weigh the costs of those user-friendly tools. They may make your job a little easier today, but how do they affect everything else? What is the price to the users? To future developers? To adoption of standards? Sometimes the convenience may be worth it. It’s occasionally just a hack that you’ve gotten used to. And sometimes it’s holding you back from even better options.

    Start with the basics. Standards continue to evolve over time, but browsers have done a remarkably good job of continuing to support older standards. Not all third-party frameworks are the same. Sites built with even the hackiest of HTML from the’ 90s still work just fine today. The same can’t always be said of websites created with frameworks even after a few years.

    Design with care. Consider the effects of each choice, whether it is your craft, which is code, pixels, or processes. The convenience of many a modern tool comes at the cost of not always understanding the underlying decisions that have led to its design and not always considering the impact that those decisions can have. Use the time saved by modern tools to think more carefully and make decisions with care rather than rushing to “move fast and break things”

    Always be learning. If you constantly learn, you also develop. Sometimes it may be hard to pinpoint what’s worth learning and what’s just today’s hack. Even if you were to concentrate solely on learning standards, you might end up focusing on something that won’t matter next year. ( Remember XHTML? ) However, ongoing learning opens up new neural connections, and the techniques you learn in one day may be useful for guiding future experiments.

    Play, experiment, and be weird! The ultimate experiment is this web we created. It’s the single largest human endeavor in history, and yet each of us can create our own pocket within it. Be brave and make new friends. Build a playground for ideas. In your own bizarre science lab, perform bizarre experiments. Start your own small business. There has never been a place where we have more room to be creative, take risks, and discover our potential.

    Share and amplify. Share what you think has worked for you as you experiment, play, and learn. Write on your own website, post on whichever social media site you prefer, or shout it from a TikTok. Write something for A List Apart! But take the time to amplify others too: find new voices, learn from them, and share what they’ve taught you.

    Go ahead and create.

    As designers and developers for the web ( and beyond ), we’re responsible for building the future every day, whether that may take the shape of personal websites, social media tools used by billions, or anything in between. Let’s incorporate our values into the products we produce, and let’s improve the world for everyone. Create that thing that only you are uniquely qualified to make. Then share it, improve it, re-use it, or create something new. Learn. Make. Share. grow. Rinse and repeat. Everything will change whenever you believe you’ve mastered the web.

  • Opportunities for AI in Accessibility

    Opportunities for AI in Accessibility

    I was completely moved by Joe Dolson’s subsequent article on the crossroads of AI and availability because I found it to be both skeptical about how widespread use of AI is. In fact, I’m very skeptical of AI myself, despite my role at Microsoft as an accessibility technology strategist who helps manage the AI for Accessibility award program. As with any device, AI can be used in very positive, equitable, and visible ways, as well as in destructive, unique, and harmful ways. Additionally, there are a lot of uses in the subpar center as well.

    I’d like you to consider this a “yes … and” piece to complement Joe’s post. I’m not trying to reject any of what he’s saying, but rather to give some context to initiatives and options where AI may produce real, positive impacts on people with disabilities. I want to take some time to talk about what’s possible in hope that we’ll get there one day. I’m no saying that there aren’t real challenges or pressing problems with AI that need to be addressed; there are.

    Other words

    Joe’s article spends a lot of time examining how computer vision models can create other words. He raises a lot of appropriate points regarding the state of the world right now. And while computer-vision concepts continue to improve in the quality and complexity of information in their information, their benefits aren’t wonderful. He argues to be accurate that the state of image research is currently very poor, especially for some graphic types, in large part due to the lack of context-based analysis that exists in the AI systems ( which is a result of having separate “foundation” models for text analysis and image analysis ). Today’s models aren’t trained to distinguish between images that are contextually relevant ( should probably have descriptions ) and those that are purely decorative ( couldn’t possibly need a description ) either. Nonetheless, I still think there’s possible in this area.

    As Joe points out, human-in-the-loop publishing of ctrl text should definitely be a factor. And if AI can intervene and provide a starting point for alt text, even if the rapid reads,” What is this BS?” That’s not correct at all … Let me try to offer a starting point— I think that’s a win.

    If we can specifically station a design to examine image usage in context, this may help us more quickly determine which images are likely to be elegant and which ones are likely to be descriptive. That will help clarify which situations require image descriptions, and it will increase authors ‘ effectiveness in making their sites more visible.

    While complex images—like graphs and charts—are challenging to describe in any sort of succinct way ( even for humans ), the image example shared in the GPT4 announcement points to an interesting opportunity as well. Let’s say you came across a map that was simply the description of the chart’s name and the type of representation it was: Pie map comparing smartphone usage to have phone usage in US households earning under$ 30, 000 annually. ( That would be a pretty bad alt text for a chart because it would frequently leave many unanswered questions about the data, but let’s just assume that that was the description in place. ) If your website knew that that picture was a pie graph ( because an onboard model concluded this ), imagine a world where people could ask questions like these about the creative:

    • Are there more smartphone users than feature phones?
    • How many more are there?
    • Is there a group of people that don’t fall into either of these buckets?
    • That number, how many?

    For a moment, the chance to learn more about images and data in this way could be revolutionary for people who are blind and low vision as well as for those with various forms of color blindness, cognitive disabilities, and other issues. Putting aside the realities of large language model ( LLM) hallucinations, where a model just makes up plausible-sounding “facts,” It could also be useful in educational contexts to help people who can see these charts, as is, to understand the data in the charts.

    What if you could ask your browser to make a complicated chart simpler? What if you demanded that the line graph be isolated into just one line? What if you could ask your browser to transpose the colors of the different lines to work better for form of color blindness you have? What if you could ask it to switch colors for patterns? That seems like a possibility given the chat-based interfaces and our current ability to manipulate images in modern AI tools.

    Now imagine a purpose-built model that could extract the information from that chart and convert it to another format. Perhaps it could convert that pie chart (or, better yet, a series of pie charts ) into more usable ( and useful ) formats, like spreadsheets, for instance. That would be incredible!

    Matching algorithms

    When Safiya Umoja Noble chose to call her book Algorithms of Oppression, she hit the nail on the head. Although her book focused on the ways that search engines can foster racism, I believe it to be equally accurate to say that all computer models have the potential to amplify conflict, bias, and intolerance. Whether it’s Twitter always showing you the latest tweet from a bored billionaire, YouTube sending us into a Q-hole, or Instagram warping our ideas of what natural bodies look like, we know that poorly authored and maintained algorithms are incredibly harmful. A large portion of this is attributable to the lack of diversity in those who create and shape them. There is real potential for algorithm development when these platforms are built with inclusive features in, though.

    Take Mentra, for example. They serve as a network of employment for people who are neurodivers. They employ an algorithm to match job seekers with potential employers based on more than 75 data points. On the job-seeker side of things, it considers each candidate’s strengths, their necessary and preferred workplace accommodations, environmental sensitivities, and so on. It takes into account the workplace, the communication environment, and other factors. Mentra made the decision to change the script when it came to traditional employment websites because it was run by neurodivergent people. They use their algorithm to propose available candidates to companies, who can then connect with job seekers that they are interested in, reducing the emotional and physical labor on the job-seeker side of things.

    When more people with disabilities are involved in the development of algorithms, this can lower the likelihood that these algorithms will harm their communities. Diverse teams are crucial because of this.

    Imagine that a social media company’s recommendation engine was tuned to analyze who you’re following and if it was tuned to prioritize follow recommendations for people who talked about similar things but who were different in some key ways from your existing sphere of influence. For instance, if you followed a group of nondisabled white male academics who spoke about AI, it might be advisable to follow those who are disabled, aren’t white, or aren’t men who also speak about AI. If you followed its recommendations, you might learn more about what’s happening in the AI field. These same systems should also use their understanding of biases about particular communities—including, for instance, the disability community—to make sure that they aren’t recommending any of their users follow accounts that perpetuate biases against (or, worse, spewing hate toward ) those groups.

    Other ways that AI can assist people with disabilities

    If I weren’t attempting to combine this with other tasks, I’m sure I could go on and on, giving various examples of how AI could be used to assist people with disabilities, but I’m going to make this last section into a bit of a lightning round. In no particular order:

      preservation of voice You may have been aware of the voice-prescribing options from Microsoft, Acapela, or others, or you may have seen the VALL-E paper or Apple’s announcement for Global Accessibility Awareness Day. It’s possible to train an AI model to replicate your voice, which can be a tremendous boon for people who have ALS ( Lou Gehrig’s disease ) or motor-neuron disease or other medical conditions that can lead to an inability to talk. This technology can also be used to create audio deepfakes, so we need to approach it responsibly, but the technology has truly transformative potential.
    • voice recognition Researchers like those in the Speech Accessibility Project are paying people with disabilities for their help in collecting recordings of people with atypical speech. As I type, they are currently hiring people with Parkinson’s and related conditions, and they intend to expand this list as the project develops. More people with disabilities will be able to use voice assistants, dictation software, and voice-response services as a result of this research, which will result in more inclusive data sets that will enable them to use their computers and other devices more easily and with just their voices.
    • Text transformation. LLMs of the current generation are quite capable of changing text without creating hallucinations. This is incredibly empowering for those who have cognitive disabilities and who may benefit from text summaries or simplified versions, or even text that has been prepared for bionic reading.

    The importance of diverse teams and data

    We must acknowledge the importance of our differences. The intersections of the identities we exist in have an impact on our lived experiences. These lived experiences—with all their complexities ( and joys and pain ) —are valuable inputs to the software, services, and societies that we shape. Our differences must be reflected in the data we use to develop new models, and those who provide it need to be compensated for doing so. More robust models are produced by inclusive data sets, which promote more justifiable outcomes.

    Want a model that doesn’t demean or patronize or objectify people with disabilities? Make sure that you include information about disabilities that has been written by people with a variety of disabilities in the training data.

    Want a model that doesn’t speak in ableist language? You may be able to use existing data sets to build a filter that can intercept and remediate ableist language before it reaches readers. Despite this, AI models won’t soon replace human copy editors when it comes to sensitivity reading.

    Want a coding copilot who can provide you with useful recommendations after the jump? Train it on code that you know to be accessible.


    I have no doubt that AI has the potential to harm people today, tomorrow, and long into the future. However, I also think that we can acknowledge this and make thoughtful, thoughtful, and intentional changes in our approaches to AI that will reduce harm over time as well. Today, tomorrow, and well into the future.


    Many thanks to Kartik Sawhney for supporting the development of this article, Ashley Bischoff for providing me with invaluable editorial support, and, of course, Joe Dolson for the prompt.

  • I am a creative.

    I am a creative.

    I am imaginative. What I do involves science. It’s a puzzle. I don’t perform it as much as I let it be done by me.

    I have a creative side. This brand is never appropriate for all creatives. Not all people see themselves in this manner. Some innovative persons incorporate technology into their work. That is the way they are, and I take that into account. Perhaps I also have a little bit of fear for them. However, my thinking and being are unique.

    It distracts one to apologize and qualify in progress. That’s what my head does to destroy me. I’ll leave it alone for today. I may regret and then qualify. After I’ve said what I originally said. which is difficult enough.

    Except when it flows like a beverage valley and is simple.

    Sometimes it does go that method. Maybe I have to make something right away. When I say something at that moment, I’ve learned not to say it because people often don’t work hard enough to acknowledge that the idea is the best idea even when you know it’s the best idea.

    Sometimes I just keep working until the thought strikes me. Maybe it arrives right away, but I don’t remind people for three days. Sometimes I get so excited about an thought that just came along that I blurt it out and didn’t stop myself. like a child who discovered a prize in one of his Cracker Jacks. I occasionally manage to escape this. Yes, that is the best plan, but often others disagree. The majority of the time, they don’t, and I regret that joy has faded.

    Passion should only be saved for the meet, when it will matter. not the informal gathering that two different gatherings precede that meeting. Nothing understands why we hold these gatherings. We keep saying we’re going to get rid of them, but we end up really trying to. They occasionally yet excel. But occasionally they are a hindrance to the actual job. Depending on what you do and where you do it, the ratio between when conferences are valuable and when they are a sad distraction vary. And who you are and how you go about doing it. I’ll go over it once more. I am imaginative. That is the design.

    Often, a lot of diligent and individual work ends up with something that is barely useful. Maybe I have to take that and move on to the next task.

    Don’t inquire about the procedure. I am imaginative.

    I have a creative side. I have no control over my goals. And I have no power over my best tips.

    I can chisel aside, surround myself with information or photos, and occasionally that works. I can go for a move, which occasionally works. There is a Eureka, which has nothing to do with boiling pots and sizzling oil, and I may be making dinner. I frequently have a sense of direction when I awaken. The idea that may have saved me disappears almost as frequently as I become aware and a part of the world once more as a senseless wind of oblivion. For imagination, in my opinion, comes from that other planet. The one that we enter in goals, and possibly before and after death. I’m not a writer, so that’s up to authors to think about. I am imaginative. And it’s for philosophers to build massive soldiers in their imaginative world that they claim to be true. But that is yet another diversion. And a miserable one. Possibly on a much bigger issue than whether or not I am creative. But that’s not how I came around, though.

    Often the outcome is evasion. also suffering. You are familiar with the adage” the tortured musician”? Even when the artist is trying to write a soft drink song, a call in a worn-out comedy, or a budget ask, that word is correct.

    Some individuals who detest being called artistic perhaps been closeted artists, but that’s between them and their gods. No offence intended. Your assertions are also accurate. However, mine is for me.

    Designers are recognized as artists.

    Disadvantages are aware of cons, just like queers are aware of queers, just like real rappers are aware of actual rappers. People have a lot of regard for designers. We respect, follow, and nearly deify the excellent ones. Of course, it is horrible to revere any person. We have been given warning. We are more knowledgeable. We are aware that people are simply people. Because they are clay, like us, they squabble, they are unhappy, they regret making the most important decisions, they are weak and hungry, they can be cruel, and they can be as ridiculous as we can. But. But. However, they produce this incredible issue. They give birth to something that may not exist before them and couldn’t exist without. They are the inspirations ‘ parents. And I suppose I should add that they are the mother of technology because it’s just lying it. Ba ho backside! Okay, that’s all done. Continue.

    Because we compare our personal small accomplishments to those of the great ones, artists denigrate our individual. Wonderful video I‘m not Miyazaki, though. Greatness is then that. That is glory directly from God’s heart. I created this drained tiny thing. It essentially fell off the back of the pumpkin truck. And the carrots weren’t actually new.

    Designers is aware that they are at best Salieri. Yet Mozart’s original artists hold that opinion.

    I have a creative side. I haven’t worked in advertising in 30 times, but my previous artistic managers are the ones who make my hallucinations. And they are correct to do so. My mind goes blank when it really counts because I’m too stupid and complacent. There is no treatment for innovative mania.

    I have a creative side. Every project I create has a goal that makes Indiana Jones appear older and snoring in a deck head. The more I pursue my creative endeavors, the faster I progress in my work, and the more I slog through lines and gaze blankly before beginning that task.

    I can move ten times more quickly than those who aren’t artistic, those who have only had a short-cut of creativity, and those who have just had a short-cut of creativity for work. Only that I spend twice as long putting the job off as they do before I work ten times as quickly as they do. When I put my mind to it, I am so confident in my ability to do a great career. I am completely dependent on the excitement scramble of delay. I’m still so frightened of jumping.

    I am hardly a painter.

    I have a creative side. Never a performer. Though as a child, I had a dream that I would one day become that. Some of us like and criticize our talents because we are not Michelangelos and Warhols. At least we aren’t in elections, which is narcissism.

    I have a creative side. Despite my belief in reason and science, I make decisions based on my own senses and instincts. And bear witness to what comes next, both the successes and the catastrophes.

    I have a creative side. Every term I’ve said these may irritate another artists who have different viewpoints. Ask a question to two artists, and three thoughts will be formed. Our dispute, our interest in it, and our commitment to our own truth, at least in my opinion, are the proof that we are creative, no matter how we does think about it.

    I have a creative side. I lament my lack of taste in almost all of the areas of human understanding, which I know very little about. And I put my ego before everything else in the areas that are most important to me, or perhaps more precisely, to my obsessions. Without my passions, I had probably have to spend time staring living in the eye, which almost none of us can do for very long. No actually. Actually, not. Because a lot of living is intolerable if you really look at it.

    I have a creative side. I think that when I am gone, some of the good parts of me will stay in the head of at least one additional person, just like a family does.

    Working frees me from worrying about my job.

    I have a creative side. I fear that my little product will disappear without warning.

    I have a creative side. I’m too busy making the next thing to devote too much time to it, especially since practically everything I create did achieve the level of success I conceive of.

    I have a creative side. I think there is the greatest secret in the process. I think I have to think it so strongly that I actually made the foolish decision to publish an essay I wrote without having to go through or edit. I swear I didn’t do this frequently. But I did it right away because I was even more frightened of forgetting what I was saying because I was afraid of you seeing through my sad movements toward the beautiful.

    There. I believe I’ve said it.

  • How to Think Strategically About AI Tools

    How to Think Strategically About AI Tools

    How to Think Strategically About AI Tools written by Jarret Redding read more at Duct Tape Marketing

    The Duct Tape Marketing Podcast with Dan Sanchez In this episode of the Duct Tape Marketing Podcast, I interviewed Dan Sanchez, an AI marketer, consultant, and the creator behind AI-Driven Marketer. Dan has a deep passion for exploring how artificial intelligence can be used not just for automation, but as a co-pilot in crafting better […]

    How to Think Strategically About AI Tools written by Jarret Redding read more at Duct Tape Marketing

    The Duct Tape Marketing Podcast with Dan Sanchez

    In this episode of the Duct Tape Marketing Podcast, I interviewed Dan Sanchez, an AI marketer, consultant, and the creator behind AI-Driven Marketer. Dan has a deep passion for exploring how artificial intelligence can be used not just for automation, but as a co-pilot in crafting better strategies, solving complex business challenges, and enhancing marketing productivity.

    During our conversation, Dan shared powerful insights on how AI is transforming the role of marketers and why approaching AI with a clear strategic mindset is more essential than ever. We explored the pitfalls of chasing the newest shiny tool and instead emphasized focusing on core business problems where AI can truly add value. Whether you’re overwhelmed by the flood of new tools or just starting out, Dan’s advice is rooted in the philosophy of strategy before technology—an ethos that’s been central to Duct Tape Marketing for over two decades.

    Dan’s grounded approach to integrating artificial intelligence into marketing underscores the importance of being intentional and strategic. Rather than seeing AI as a threat or a gimmick, marketers can embrace it as a powerful tool to elevate their impact and performance.

    Key Takeaways:

    • Start with strategy, not tools. Focus on identifying bottlenecks in your business processes before selecting any AI tools.

    • Use AI as a thinking partner. Tools like ChatGPT can enhance strategic thinking, not just content creation.

    • Go deep, not wide. Master one tool—like ChatGPT or Claude—instead of juggling a dozen, to get real value from AI in marketing.

    • Deep research is underutilized. Tools that simulate 20–40 hours of human research can drastically improve marketing strategy and productivity.

    • AI can reshape problem-solving. Learn to prompt AI effectively to assist with everything from competitive analysis to content ideation.

    • Stay focused, not overwhelmed. You don’t need to be an early adopter of every tool—start with meaningful experiments and scale from there.

    • AI will shift marketing roles. Embracing AI skills will be key to thriving in the future of marketing and business growth.

    Chapters:

    • 00:09 Introducing Dan Sanchez
    • 01:57 Approaching AI Strategically
    • 04:04 Creating New Things with AI
    • 06:36 Evolution of AI Prompting
    • 08:50 Humans Changing Role in Marketing
    • 11:38 Developing Skills vs Delegating Tasks
    • 13:51 AI Agents Affect on Marketing
    • 17:50 Advice on Using Deep Research

    More About Dan Sanchez: 

    Sara Nay (00:01.468)

    Hello and welcome to the duct tape marketing podcast. This is your host, Sara and a today I’m stepping in for John Jance and I have a guest on the show, Dan Sanchez. So Dan is an AI marketer, consultant and creator with a passion of diving into the latest tech innovations. He specializes in developing cutting edge marketing strategies that leverage AI to enhance customer engagement and drive business growth. So welcome to the show, Dan.

    Danchez (00:27.64)

    Thanks for having me on, Sarah.

    Sara Nay (00:28.978)

    Of course, I’m excited to talk to you today. We first connected on LinkedIn because you had been posting about AI and thinking strategically about AI and speaking to marketers directly, which all of that resonates with me. But when I reached out to you, I was commenting about one of your posts and I’m just curious, do you remember what you said in response to my initial message to you? No, I put you on the spot.

    Danchez (00:48.364)

    I don’t. If we’re talking about the comments, I’m like, I don’t know. I comment, I mean, I’m dropping 200 comments a day or a week on LinkedIn. And so they all blur together sometimes and I’m like, I don’t know what I said, when I said it.

    Sara Nay (00:56.36)

    I’m sure.

    No worries. Well, I sent you a direct message and you talked about how duct tape marketing was one of the initial blogs that you were following back when RSS feeds were a thing.

    Danchez (01:02.882)

    or the direct message. Yes, no.

    That’s right. It was Copy Blogger, Duct Tape Marketing, and Seth Godin were the three. I was transitioning from graphic design to being a marketer, and a marketing kind of mentor to me. He’s like, hey, back when RSS was a thing too, he’s like, go to create a Google feed account and subscribe to these three blogs. You need to read them every day. And so I did for a very long time.

    Sara Nay (01:29.33)

    I love it. just brought that up because I think it’s very interesting. Like you’ve obviously been in the marketing space for a while now talking about RSS and original blogs. And now today the focus of this conversation is going to be all about AI. And so it’s just interesting to think about the evolution that we’ve had over the last several years and the pace of the evolution that we’re going through right now with all things AI. Well, great.

    And that’s what I want to dive into deeper. I’ve noticed through your posts and the content that you’re putting out, you’re talking a lot about approaching AI strategically to avoid overwhelm. at Duct Tape Marketing, we’ve been saying strategy before tactics for 20 years now. At this point, we’re saying strategy before technology because you need to have a solid strategy in place. But I would love to open that up to you. How are you advising because it can be overwhelming with all the tools that are being developed and all the

    the stuff that’s being put out there on AI. So how do you advise people to approach the world of AI strategically?

    Danchez (02:24.27)

    You know, there’s a couple different approaches, but it’s funny because I just got a DM yesterday and it was like, hey man, heard you did a talk on the 25 new tools for AI in your session recently. What tools should I use? And I was like, I don’t know, what problems are you facing? It’s kind of like that whole strategy thing. It’s kind of like, well, there’s lots of tools. They can do lots of stuff. And there’s some general purpose tools that can cover a lot of different things.

    Sara Nay (02:44.892)

    Yeah.

    Danchez (02:51.822)

    But what’s the core obstacle you’re running into your business with right now? Where’s the choke point for your systems? What’s causing you pain on a daily or weekly basis? Because those are the things I want to look for first as a consultant and see how AI might be able to help that. It’s funny because a lot of times people actually don’t need AI, they just need clarity and a strategic focus set. But I do find that AI is changing the game because it’s allowing us

    Sara Nay (03:00.774)

    Yeah.

    Danchez (03:20.982)

    not only to automate and do things faster or even better, but it’s helping us think better and more strategically if you kind of know how to use it as a co-pilot. So that’s the first thing I’m kind of trying to help people understand is like this thing becomes a very good strategy thinking partner. Even if you can kind of, you just kind of have to give it a start. It’s not going to proactively come after you and be like, Hey, so what’s your plan for this? Hey, what’s your strategy? Hey, what were you thinking here? But if you proactively ask it for feedback,

    Sara Nay (03:26.93)

    Mm.

    Danchez (03:48.608)

    or for considerations or ask questions that it can ask you and then give you feedback on, it’s amazing how much more strategically you can think when you start using AI as a co-pilot.

    Sara Nay (04:00.528)

    Yeah, absolutely. And that was one of my early aha moments with AI is at first I was just using it or thinking about it as like a content creation tool. was thinking of it as something that like helps take stuff off my plate. But when I shifted to thinking of it as a thought partner and started using it in my strategic thinking and planning, like that’s where my view on what AI can do completely changed. And I know you have a story that you talk about one of your early on experiences with chat, GBT, I think you call it your Mediterranean ice cream moment. Do you mind explaining what that experience was for you?

    Danchez (04:26.838)

    Yeah, that’s right. Yeah, it’s when ChatGPT first came out. I’d been a huge skeptic of AI before ChatGPT came out. I’d seen some of the early pre-ChatGPT stuff like Jarvis, which was using its 2.5 API ChatGPTs back then. It was like a copywriting tool and I was like, okay, it’s starting to get things. But when ChatGPT launched, it woke everybody up, including me. And I remember sitting there and being like, well, is this thing just really good at regurgitating?

    You know, is it like, because remember before we had like Drift, you know, an AI chat bot and we had Intercom and like they were all pretty bad. None of them were good. So I was like, you know, can this come up with original ideas? Most original ideas are usually a combining of two different things that don’t normally come together. And humans do it all the time to come up with new ideas. So was like, well, let’s find something that doesn’t exist on the internet and just ask for it to create something. So I figured recipes would be hard because I’m like, well, that’s a whole different dimension. It’s got to understand taste and

    recipe and how things come together in order to form new flavors. That’s pretty tough. And then I went searching, I’m like, what’s a recipe that doesn’t exist? So I just picked out two random flavors. I was like ice cream Mediterranean. I went and Google searched it. Could not find it. And then search and said, hey, make me a recipe for Mediterranean ice cream. And it punched out a bunch of ingredients. was like, you know what? This would actually work. And that’s when I realized, I’m like, it has the ability to come up with new things.

    If you’re willing to guide it direct it and that changed everything for me because that was the missing piece That’s what to me made it artificial intelligence is it was able to actually think through and come up with a very Kind of elaborate thing because making recipes is kind of hard if you’re not pretty familiar with it And that was that was a big unlock for me

    Sara Nay (06:07.035)

    Yeah.

    Sara Nay (06:10.812)

    Did you try the recipe? Did you actually taste the ice cream?

    Danchez (06:13.125)

    No, no, no, I did not make the ice cream, but I remember looking at the ingredient list and thinking like that was workable. I wonder what else this can do. And then I moved on and started knocking out other ones, but that was the first big one. I was like, ah, this isn’t just delivering something back. This isn’t just summarizing what it’s found. You can mash up new things with this together.

    Sara Nay (06:19.3)

    Yeah.

    Sara Nay (06:32.038)

    Yeah, that’s great. Recently we have these big bushes in our backyard and they’ve been bothering us for years, but not enough to actually do something about it. And we finally decided to rip them out. And before like, I would have had to like go to gardening stores and figure out what to plant and like talk to a number of people and spend all this time like designing. But instead I took a picture and I put it into chat GPT and I asked like, you know, we’re in Boise, Idaho and this full sun and all the things that I needed to know.

    Danchez (06:57.485)

    Yeah.

    Sara Nay (07:00.254)

    And I ended up like designing this whole space of plants to put in that, in that place. And while I was going through that experience, I had an aha moment of like my role, like problem solving has completely changed. Like how I go about problem solving is different because now what I need to get really good at is prompting AI to help me solve problems and to push it for like further and to redirect things versus before, you know, I was going out and doing all that stuff manually.

    And so that was an example of just like an aha moment of like how I solve problems is completely different than it used to be.

    Danchez (07:34.734)

    you actually don’t need to learn how to prompt AI as much as you’d think anymore. The AI models before you did because it was a little squirrely. Kind of like if you’ve done AI video right now, currently that is very squirrely, right? You try to prompt it and it’s like, it’s all over the place and the characters are disappearing and reappear and you’re like, my gosh, I got to really hone this thing and get what I want. But it was like that in the beginning. Like it couldn’t go that far without going off the rails in some way back in like 3.5 and early for chat GPT-4.

    Sara Nay (07:43.196)

    Yeah.

    Danchez (08:03.182)

    But nowadays it’s gotten so good at anticipating what you want that I just talk to it like it’s a person. I’m like, Hey, chat, you put interesting question for you. My dishwasher is not working and I’ve already tried to troubleshoot it through some YouTube videos, but it’s just not working. here’s, here’s what I’m seeing. And here’s what’s happening. It’s turning on, but it’s flooding with water, but things aren’t getting cleaned. I don’t hear it running and it’ll just start asking you questions and you just have.

    Sara Nay (08:09.777)

    Yeah.

    Danchez (08:28.652)

    dialogue with it, almost like it’s an expert in your pocket. You can call up any time. And I was using the voice model as talking to it. but I find I’m doing it with like that all the time, whether I’m assessing my own strategic position in the market, whether I’m just asking to come up with a LinkedIn post. I’m just talking to it like it’s an assistant that I just need to give us enough context in order to carry out the task.

    Sara Nay (08:34.311)

    Yeah.

    Sara Nay (08:49.904)

    Yeah, that’s a great point. I’ve definitely seen it’s improved drastically over the last year, I would say, in terms of not having to engineer as much with the prompting. I’m curious, we haven’t shifted too much into the conversation of marketers. And so there’s lot of unknown in a lot of industries, but marketing is obviously being deeply impacted. And you had a great LinkedIn post that went out this week that I saw about AI tools are potentially going to replace humans in the future. And so I would just love to hear your take on

    To the marketers that are listening to this, what do they need to be thinking of moving forward in their roles as marketers? Is there an opportunity to evolve and shift? Or what do you recommend for those that are feeling a little bit uncertain about the industry that we’re in right now?

    Danchez (09:33.036)

    There is a lot of uncertainty. And I tried to think about the uncertainty in scenario planning methods, where it’s like, OK, let’s say it is like we’re going to lose 90 % of marketing jobs. You’re like, well, who are the 10 % that do have jobs? And what do I need to be in that 10 %? So I think about it like that. But I think about on the other side, let’s say this is going to be like every other technology revolution. Well, there’s going to be a whole ton of new jobs that exist.

    Sara Nay (09:34.695)

    Yeah.

    Danchez (10:01.09)

    What’s gonna be in those new jobs? Well, they’re probably all gonna be AI driven. So in either scenario, it’s probably going to be who’s me to become AI driven, right? And it’s probably gonna land somewhere in between. It’s probably not gonna be like this glorious thing. There’s probably gonna be good, there’s gonna be bad, there’s gonna be some loss on some side. I did recently post because a lot of people, there’s been this trending topic on LinkedIn that I really had an epiphany. like, you know, it’s not gonna be all that.

    Kind of like this idea that like human first is going to be the one that powers it. Like AI frees us up to do the more human things. And I’m like, that be true. There will certainly be a place where a lot of companies lean into being more human, more service oriented. And those will be great and they’ll win. There will be a whole nother set of businesses that win from just being more fully automated because somehow through AI, they create systems that deliver more value at just a much lower price. And you know what people, a lot of people will do that.

    Like it used to be that you’d have a tax filer help you file your taxes and almost everybody’s using TurboTax now, right? Unless you have a company in some kind of more complicated tax situation and you are hiring a CPA, but I’d still be even a little nervous to be a CPA right now, unless you’re like a really good one, you know? So I think a lot of businesses will be automated and there’ll be people that go into the whole all human thing and the cost difference between the two will probably be pretty dramatic, but there will be a lot of ways to win. But I think…

    Sara Nay (10:57.607)

    Yeah.

    Sara Nay (11:11.824)

    Yeah. Yeah.

    Danchez (11:25.89)

    What will help the most is trying to figure out what different paths will happen in the future and then finding the common denominator around them. The common denominator I’m seeing is that AI skills are going to be a big piece of it.

    Sara Nay (11:39.952)

    Yeah, absolutely. I heard someone talk recently about if you’re a marketer, really anyone in a role is basically writing down everything that you’re working on on a regular basis and then doing a bit of audit on that work saying, like, is this increasing in value because of AI? Is this decreasing in value because of AI or is this staying consistent moving forward? And so if you thought about anything like that, auditing your time and your skill sets to see what you should continue to leverage and grow on versus maybe start delegating the different tools and solutions.

    Danchez (12:09.336)

    For me, it’s probably a little harder because I’m an AI educator. like I, I, for my job, I literally get to waste some time experimenting and using these things so that I can report on whether it’s actually helpful or not. I find the process of auditing on a regular basis to be pretty burdensome. I’m like, like, I wish I would just like audit my days more. In fact, I’ve even thought about going into making a project in chat GPT to be like,

    Sara Nay (12:12.294)

    Yeah.

    Sara Nay (12:28.144)

    Yeah. Yeah.

    Danchez (12:36.642)

    here’s what I thought I would get done, here’s what I didn’t get done, here’s some extra stuff and just dictate into it real quick to kind of keep like a daily journal and kind of a little bit of a coach. It’s gotten way better at that recently. But it’s, I don’t know, I don’t think I would do that. I think on larger projects, I think it’s really helpful, especially if you can bring some of that data back into AI because it’s learning now and can remember things across different chats now and it will get better over time. I think that will become a strategic advantage. But yeah, I…

    for anything new in businesses, you do have to start small and kind of test your way there. I will say it is probably like, there’s enough effort and a momentum in society going towards AI, especially with businesses right now that I promise it’s worth at least just going deep into chat GPT. It’s the main one. And I heard somebody say even recently like, like I know chat GPT, but like I want to go beyond beginner. And I’m like, no, like trust me, all the pros are using chat GPT too.

    Sara Nay (13:08.764)

    Yeah.

    Sara Nay (13:29.308)

    Hmm.

    Danchez (13:31.958)

    Like if anything, they’re only spending more time in that tool because they’re finding it more and increasingly valuable. Just don’t waste time learning all the tools. Like literally learn that one. And then if you have time and you have a need, start learning some of the other ones. But time spent learning how to leverage Chat GPT specifically. And if you like Claude, go with Claude or Jim and I. Like pick one of the main ones and then just hone in that one craft in order to make the most of it.

    Sara Nay (13:58.074)

    Yeah, that’s how my brain works with it all as well. Like I’ve gone all in on chat, GBT, and that’s where I typically live every day. but I know other people out there, they’re like, I use this for this, this for this. And I’m like, how do you have time for all of those things? Like I have to go deep in one to actually be able to use it to some of its potential versus, know, going through all the different tools. So I think that’s great advice. I’m curious, I’m part of a mastermind and AI mastermind. And were talking last week about how

    Danchez (14:09.442)

    Yeah, I don’t know.

    Sara Nay (14:24.614)

    websites and marketing in general is going to have to shift because of the AI agents world. Where right now we’re designing websites for humans and ads for humans and eventually, you know, it might be agents going to these different websites to make buying decisions for their people. And so have you thought or talked much about how marketing might shift in the next, I would say six months to a year with the idea of agents becoming more of a thing or more of a focus?

    Danchez (14:52.13)

    Yeah, I’ve thought about it a lot. I don’t think it’s going to change much in the next six months. AI agents, in my opinion, they’re just not a thing right now for the most part. we’re calling, what most agents are, or what are labeled as agents, they’re not agents. There’s a few exceptions, and I’ll talk about those in a second, but most agents are what I’m calling intelligent automation. They are just automated sequences, like we had before with marketing automation, know, like the little drag and drop builders. They’re just that.

    Sara Nay (15:00.455)

    Yeah.

    Sara Nay (15:13.906)

    Mm.

    Sara Nay (15:18.257)

    Yep.

    Danchez (15:20.086)

    with one of the modules being ChatGBT. That’s it. Some of them are slightly more sophisticated because you’re giving a little bit of autonomy to AI to choose between a few different tools and maybe it’s not injecting a prompt, it’s actually got access to a database. that’s starting to feel more agentic, but it’s not like this fully autonomous thing that can go out shopping for us. It’s just not. Now there’s some precursor tools out there that you’re like, that’s definitely agent-ish.

    but they’re not good yet. OpenAI has operator baked into chat GPT. You gotta pay the $200 a month license to get access to it. It doesn’t work well. Manus is the big one people are talking about from China. It also doesn’t work well. There’s just too many holes in the system. It maxes out too often because the server space isn’t ready. The memory isn’t ready. We have all the ingredients to make agents right now, but we’re still…

    The cost of compute needs to come down a little bit. The context window needs to go up a little bit. We need to be able to give it more access to more things. know, all these, there’s a lot of talk right now about giving it access to like, Google just launched its agent to agent framework so that it can interface, different tools can interface. Agents can work with other agents from other tools. You know, like these kinds of standards and models have to be developed to create the infrastructure for it to happen. Right now, it’s not happening. The one agent that I’ve seen that is actually good,

    It’s agentic and it’s worth, it’s like one of the most underutilized AI features out there right now is deep research. It is going and doing a lot of work. And I love it. The more I use it, the more I fall in love with it. If you’re a chat GPT user now, you’re paying for plus and you’re not using all 10 of the instances of that you get every single month. You haven’t figured it out yet. I promise the best advice I give is like upgrade just for one month, upgrade to the $200 a month one. So you can get 120 instances of it.

    Sara Nay (16:49.744)

    Yes.

    Danchez (17:12.462)

    and just throw everything you can at it, practice at it. You get 120 of them, like throw away things at it and just try it. It’s different than using chat GPT because it’s going and doing like 20 to 40 hours worth of human work for you, which means you kind of, like I said, prompting wasn’t good a minute ago, but for deep research, prompting actually is more strategic because it’s less of a prompt and more of like a mini project charter if you think about it.

    Sara Nay (17:18.545)

    Yeah.

    Sara Nay (17:36.294)

    Mm-hmm.

    Danchez (17:37.676)

    you kind of need to put some barriers on like where you want it to go, what you want it to do, what you want it to accomplish, where you want it to not go before you give it 40 hours of work. Even though it’s doing it in 20 minutes, you got to remember these reports are so sophisticated. You’re like, that would have taken a human a long time. But that’s the most agentic thing that I’ve seen out there. That’s remarkably good right now.

    Sara Nay (17:46.649)

    Yeah, yeah.

    Sara Nay (18:00.004)

    Yeah, I use deep research a lot for things like competitive research if we’re working with a client or if I’m creating a new presentation and I want some data to like back it up, I’ll have it create initial research to put together that. I’m curious, do you have any other examples of how people might start wrapping their head around using deep research?

    Danchez (18:18.796)

    out a few. There’s one prompt that I fell in love with and it went like super viral on LinkedIn. It’s like my most viral post to date was a deep research prompt and it’s really useful. So it is, I will give it to you to script out. I’m not going to read the whole thing because it’s kind of long, but I’ll give it to you. You can put it in the show notes, okay? But it’s essentially a prompt that goes and collects all the questions your audience is asking about your expertise, okay? And it goes and searches Reddit.

    Quora, forums, and social to go and find them all and then organize them into categories and then rank stack them so that you can get at a glance, what are the most frequently asked questions your audience is asking about the thing that you do or the thing that you sell, whatever category that is. And that’s just so helpful to see. And it actually like not only rank stacks it, but actually gives you a header for each one and then put bullet points of the exact how they’re wording the questions with the link to the source so you can spot check it.

    It’s so helpful because as a content marketer, it’s a lot of things are still done by content, right? Like that’s like my planning path. I don’t, I used to have to just have a lot of conversations on social or put out polls or just talk to a lot of customers. Now I can just extract it from the internet in 15 minutes and have a pretty dang good path of like what I need to be talking about on social or on podcasts or blogs.

    Sara Nay (19:42.226)

    That’s amazing. It was a great example. We’ve, this isn’t a deep research thing, but it’s chat GPT thing. We’ve started recording a lot of our sales calls and that’s just been really great content to put into GPT as well to analyze not only from a, can our sales team be doing better, but also a marketing content perspective, because now we’re capturing exactly, as you said, exactly how prospects phrase certain pain points and things they’re struggling with. And then we’re able to create marketing content that speaks directly to them moving forward.

    So I love that example. All right, Dan. Yeah, give me one more. Give me one more.

    Danchez (20:13.922)

    I got one more for deep research, unless you want to wrap up. Because the deep research prompts are a little bit more sophisticated, something I’ve started doing is if I want to use a deep research prompt to dive deep, and maybe I’m thinking about launching a new product, or I’m about to do something big, and I don’t want to just do it willy nilly, I want to have a substantial conversation with AI about it, I will start it off in 4.0, just talk about, hey, this is what I want to accomplish. Help me build a prompt that would do really well in Chet GPT’s deep research.

    ask me some questions. This takes time. I’ll tell it generally what I’m going after. It’ll ask me some questions, get clarity. It’ll craft the prompt. Then I’ll switch it to the O1 Pro model within that same window or the O1 thinking model. And then on deep research, I’m like, hey, that prompt above, go and do your thing. It’s like, because it’s already crafted the prompt for me. Then it’ll go do the deep research, come back with the refindings. I’ll read it and switch it back to 4.0 or maybe even a different thinking model.

    Sara Nay (21:02.556)

    Go do it. Yeah.

    Danchez (21:12.238)

    depending on what you’re going after, and then have a conversation about the research and pick it apart. But now it’s got this like big research report in there that then you can have a conversation with AI to be like, okay, well, it looks like this, like, what do you think? And then you can have a conversation and dialogue about the research, which is kind of a fun way to do it is chat GPT, deep research, and then going back to talking to chat GPT about it after the deep research report.

    Sara Nay (21:15.952)

    Yeah.

    Sara Nay (21:36.508)

    Yeah, that’s really interesting because you’re using it in that sense in that example as a research assistant with the deep research. And then you’re going into more of the thought partner co-pilot mode when you’re going into conversation. Very cool. Well, thanks, Dan. Is there anything else that you want to share before we part ways today in terms of anything on the topic of AI overwhelm and strategic thinking?

    Danchez (21:43.02)

    back into copilot mode. Yeah.

    Danchez (21:57.294)

    For anybody that’s listening to this and thinking they’re behind on the AI train, you’re not behind. It’s still very, very early. I promise. I’ve just got back from a conference just two weeks ago. People were asking all kinds of questions and I could tell just from the types of questions and their hunger they had that this is still extremely early. Like it is not too late. I know the hype has been crazy over the last two years, but as far as marketers actually using it in a meaningful way on a weekly or daily basis, very few. So.

    It generally pays to be early on these trends, but don’t be overwhelmed with trying everything. Just taking some of the things we’ve talked about in this episode and practicing it and finding use cases that are meaningful for you. Again, look for those daily or weekly things you use all the time and start experimenting with AI and count it and write it off as like education time rather than, I wasn’t as productive as I was hoping it would be. Your first couple of swings at it are just going to take time. It took us all time to learn how to Google. It took us all time to learn how to actually write our first blog post.

    It’ll take you time with AI, but it’s early and putting in the reps now will pay dividends later.

    Sara Nay (23:00.402)

    Yeah, that’s great advice. I always like to think we’re all learning together right now on this. We’re all learning together. Well, where can people connect with you online, Dan?

    Danchez (23:04.12)

    That’s right.

    Danchez (23:08.648)

    You can find my podcast wherever podcasts are, AIDrivenMarketer.com. Sorry, it’s anywhere you search AIDrivenMarketer.com on any podcast app. It’s also on YouTube. It’s a video podcast. And LinkedIn at LinkedIn.com slash ian slash digital marketing Dan is my most active social network.

    Sara Nay (23:27.026)

    Awesome. Thank you so much for being here, Dan, and thank you all for listening to another episode of the Duck Tape Marketing Podcast. We will see you next time.

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    Financial goods, which is the area of my specialization, are no exception. It’s tempting to put as many features at the ceiling as possible and hope someone sticks because people’s true, hard-earned money is on the line, user expectations are high, and a crammed market. However, this strategy is a formula for disaster. Why, please:

    The drawbacks of feature-first growth

    It’s simple to get swept up in the enthusiasm of developing innovative features when you start developing a financial product from scratch or are migrating existing client journeys from papers or telephony channels to online bank or mobile apps. They may think,” If I may only add one more thing that solves this particular person problem, they’ll enjoy me”! But what happens if you eventually encounter a roadblock as a result of your security team’s negligence? not like it? When a difficult-fought film fails to win over viewers or fails owing to unanticipated difficulty?

    The concept of Minimum Viable Product ( MVP ) comes into play in this area. Even if Jason Fried doesn’t usually refer to this concept, his book Getting Real and his radio Rework frequently discuss it. An MVP is a product that offers only enough significance to your users to keep them interested without becoming too hard or frustrating to use. Although it seems like an easy idea, it requires a razor-sharp eye, a ruthless edge, and the courage to stand up for your position because it is easy to fall for” the Columbo Effect” when there is always” just one more thing …” to add.

    The issue with most fund apps is that they frequently turn out to be reflections of the company’s internal politics rather than an experience created exclusively for the customer. This implies that the priority should be given to delivering as many features and functionalities as possible in order to satisfy the requirements and needs of competing internal departments as opposed to crafting a compelling value statement that is focused on what people in the real world actually want. As a result, these products can very quickly became a mixed bag of misleading, related, and finally unhappy customer experiences—a feature salad, you might say.

    The significance of the foundation

    What is a better strategy, then? How can we create items that are reliable, user-friendly, and most importantly, stick?

    The concept of “bedrock” comes into play in this context. The mainstay of your product is really important to consumers, and Bedrock is that. It serves as the foundation for the fundamental building block that creates benefit and maintains relevance over time.

    The core has to be in and around the standard servicing journeys in the world of retail bank, which is where I work. People only look at their existing account once every blue sky, but they do so every day. They purchase a credit card every year or two, but they at least once a month examine their stability and pay their bills.

    The key is in identifying the main tasks that individuals want to complete and therefore relentlessly striving to make them simple, reliable, and trustworthy.

    How can you reach the foundation, though? By focusing on the” MVP” strategy, giving convenience precedence, and working incrementally toward a clear value proposition. This entails removing unwanted functions and putting the emphasis on providing genuine value to your users.

    It also requires some nerve, as your coworkers might not always agree on your eyesight at first. And dubiously, occasionally it can even suggest making it clear to customers that you won’t be coming to their house and making their breakfast. Sometimes you need to use “opinionated user interface design” ( i .e., clumsy workaround for edge cases ) to test a concept or to give yourself some more time to work on something else.

    Functional methods for creating financially successful items

    What are the main learnings I’ve made from my own research and practice?

    1. What trouble are you trying to solve first and foremost with a distinct “why”? Who is it for? Before beginning any project, make sure your goal is completely clear. Make certain it also complies with the goals of your business.
    2. Avoid putting too many features on the list at after; instead, focus on getting that right first. Choose one that actually adds price, and work from that.
    3. Give clarity the precedence it deserves over difficulty when it comes to financial products. Eliminate unwanted details and concentrate solely on what matters most.
    4. Accept constant iteration as Bedrock is a powerful process rather than a fixed destination. Continuously collect customer feedback, make product improvements, and advance in that direction.
    5. Stop, look, and listen: Don’t just go through with testing your product as part of the delivery process; test it frequently in the field. Use it for yourself. A/B tests are run. User opinions on Gear. Speak to users and make adjustments accordingly.

    The foundational conundrum

    Building towards rock implies sacrificing some short-term expansion potential in favor of long-term balance, which is an interesting paradox at play here. But the payoff is worthwhile because products built with a emphasis on bedrock will outlive and surpass their rivals over time and provide users with long-term value.

    How do you begin your journey to rock, then? Take it slowly. Start by identifying the underlying factors that your customers actually care about. Focus on developing and improving a second, potent have that delivers real value. And most importantly, make an obsessive effort because, in the words of Abraham Lincoln, Alan Kay, or Peter Drucker ( whew! The best way to foretell the future is to make it, he said.

  • Wednesday Season 2 Trailer Brings Addams Family to the Fore

    Wednesday Season 2 Trailer Brings Addams Family to the Fore

    The second year of the 2022 Netflix hit Wednesday, starring Jenna Ortega in the head position, is finally here after a long, WGA strike-mandated wait, and this time the Addams Family are taking a step forward. Parents Morticia and Gomez ( Catherine], along with Wednesday’s younger brother Pugsley ( Isaac Ordonez ), who will be attending Nevermore Academy this semester.

    The first episode of Wednesday Season 2 Video: Addams Family to the Fore aired on Den of Geek.

    The second year of Jenna Ortega in the lead role of the 2022 Netflix struck Wednesday is finally here after a long, WGA strike-mandated delay, and this time the Addams Family are making a big step forward.

    According to the show’s creators, Morticia and Gomez ( Catherine Zeta-Jones and Luis Guzmán ) will also have” an increased presence on campus” as well as Wednesday’s younger brother Pugsley ( Isaac Ordonez ) joining Nevermore Academy this semester. Maybe Tango instructors for this year’s monthly Rave’N Dance?

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    The new trailer features Pugsley sporting some brand-new magical abilities that he appears to have inherited from his electricity-sucking Uncle Fester ( Fred Armisen ) abilities. We even see Steve Buscemi as Principal Dort as well as Morticia and Gomez performing some of their popular dance moves.

    The trailer trailer has some interesting details:

    It’s another Netflix two-batch supply that spans the season’s release for two consecutive months. On Wednesday, August 6, the first episode will be available on the channel, followed by the rest on September 3.

    According to creator Tim Burton, who claims he feels for” Poor Pugsley” and describes him as” an outcast among outcasts,” Pugsley’s debut at Nevermore won’t be a smooth one. Add to that the “rare new form of abuse” that his and Wednesday’s parents ‘ appearance at the college entails. Addams children typically enjoy abuse, don’t they?

    Although there is still a lot of information about Joanna Lumley’s fresh figure Grandmama, aka Hester Frump, as seen here looking only as glamorously crafted and put together as her daughter ( in the long and varied history of the Addams family pictures and TV shows, Grandmama has widely been Gomez and Morticia’s body relative, which seems appropriate for this messed-up Romanesque home ), She’ll likely be a” Wednesday’s closest ally” for the series ‘ pivotal mother-daughter relationship, Wednesday/Morticia.

    Perhaps less is known about Steve Buscemi‘s replacement, who took over from Gwendoline Christie’s unfortunately departed year one Principal Weems. Buscemi claimed on Netflix that Barry Dort resembles a phantom number. Although he loves the school and has true outsider pride, some aspects of him are not straight.

    There is no word on Lady Gaga’s recently announced host role in the series or who she will play. A new professor, a family, or perhaps another addition to the Addams home in the form of Morticia’s cheerful blonde girl Ophelia, as many viewers are crossing their fingers and hoping for?

    In another case, we see the return of fan-favorite Enid Sinclair ( Emma Myers ), who has a new “do and a creepy doll lookalike complete with human hair, plus love interest Tyler ( Hunter Doohan ), his frenemy Bianca ( Joy Sunday ), plus of course Thing ( Victor Dorobantu), who is the disembodied hand/BFF no girl should be without.

    Netflix subscribers starting August 6 will be able to watch Wednesday season two part one. On September 3, there will be a second part of Season 2.

    The first episode of Wednesday Season 2 Video: Addams Family to the Fore aired on Den of Geek.

  • An Animated History of Doctor Who

    An Animated History of Doctor Who

    The Doctor fought in a comic titled” Lux” where he made Bob Hoskins and wrestled with one of the cartoon’s animators. The Doctor might have questioned why he hadn’t fought a 1930s-style active abomination before ( because]…]… )…

    The first episode of Den of Geek was titled An Active Story of Doctor Who.

    The second year of the 2022 Netflix hit Wednesday, starring Jenna Ortega in the head position, is finally here after a long, WGA strike-mandated delay, and this time the Addams Family are taking a step forward.

    According to the show’s creators, Morticia and Gomez ( Catherine Zeta-Jones and Luis Guzmán ) will also have” an increased presence on campus,” in addition to Wednesday’s younger brother Pugsley ( Isaac Ordonez ) joining Nevermore Academy this semester. Maybe salsa instructors for the annual Rave’N Dance this year?

    cnx. command. push ( function ( ) {cnx ( {playerId:” 106e33c0-3911-473c-b599-b1426db57530″, }). render ( “0270c398a82f44f49c23c16122516796” ), }),

    The new trailer features Pugsley sporting some brand-new magical abilities that he appears to have inherited from his electricity-sucking Uncle Fester ( Fred Armisen ) abilities. We also get a sneak peak at the performances of Principal Dort, played by Steve Buscemi, and Morticia and Gomez perform a few of their well-known dancing moves.

    The trailer video has some interesting details:

    Another two-batch launch from Netflix, which spans the season’s discharge for two weeks straight. On Wednesday, August 6, the second episode will be available on the channel, followed by the rest on September 3.

    According to father Tim Burton, who claims he feels for” Poor Pugsley” and describes him as” an outcast among outsiders,” Pugsley’s Nevermore album won’t be a easy one. Add to that the “rare new form of abuse” that his and Wednesday’s parents ‘ appearance at the college entails. Addams children typically enjoy abuse, don’t they?

    Although there is still a lot of information about Joanna Lumley’s fresh figure Grandmama, aka Hester Frump, as seen here looking only as glamorously crafted and put together as her daughter ( in the long and varied history of the Addams family pictures and TV shows, Grandmama has widely been Gomez and Morticia’s body relative, which seems appropriate for this messed-up Romanesque home ), She’ll probably be bringing the third type of heat to the Wednesday/Morticia mother-daughter relationship that’s at the heart of the show.

    Perhaps less is known about Steve Buscemi‘s replacement, who took over from Gwendoline Christie’s unfortunately departed year one Principal Weems. Buscemi claimed that Barry Dort resembled a’monster’ on Netflix. Although he loves the school and has true outsider pride, some aspects of him are not ideal.

    There is no word on Lady Gaga’s recently announced guest appearance in the line or a confirmation of the character she’ll play. A new professor, a family, or perhaps another addition to the Addams home in the form of Morticia’s cheerful blonde girl Ophelia, as many viewers are crossing their fingers and hoping for?

    In other instances, fan-favorite Enid Sinclair ( Emma Myers ) makes a new “do” and a creepy doll lookalike complete with human hair, plus love interest Tyler ( Hunter Doohan ), his frenemy Bianca ( Joy Sunday ), plus of course Thing ( Victor Dorobantu), the disembodied hand/BFF no girl should be without.

    Part one of Wednesday season two premieres on Netflix on August 6. On September 3, Season Two Part Two will be released.

    The first episode of Wednesday Season 2 Trailer: Addams Family to the Fore aired on Den of Geek.