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A Simple Strategy for Winning Customer Engagement & Long-Term Retention
Episode 3754th March 2025 • The Scalable Expert • Tara Bryan
00:00:00 00:19:29

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Want to create an experience that keeps customers engaged and coming back for more? It all starts with understanding what truly matters to them. In this episode, Tara Bryan introduces a simple yet powerful strategy for increasing customer engagement and ensuring long-term retention.

By shifting your focus from what you think customers need to what they actually want, you’ll unlock the secret to creating lasting relationships, boosting participation, and turning casual buyers into lifelong advocates. Whether you're a coach, consultant, or business owner, this episode will change the way you approach customer success forever.

👉 If you’ve ever struggled with getting customers to sign-on, stay engaged and follow through, this is a must-listen!

📝 Key Takeaways:

Customer-Centric Thinking: Why putting yourself in your audience’s shoes changes everything.

The Right Order Matters: How structuring your conversations correctly keeps customers engaged.

Transformation Over Information: Why people don’t buy features—they buy results.

Retention Starts at the First Interaction: How to design a seamless journey that makes staying easy.

Simple Adjustments, Big Impact: Small tweaks that instantly improve engagement & loyalty.

Chapters:

00:00 – Intro | Why customer engagement & retention matter more than ever

🎯 02:15 – The biggest mistake business owners make when trying to keep customers

🔍 05:30 – The right way to structure your messaging to capture engagement

🚀 09:45 – What makes customers stay (it’s not what you think!)

💡 14:10 – A simple shift that turns casual buyers into loyal fans

19:30 – The one question you need to ask before creating any offer

🎬 24:00 – Final thoughts & action steps

Action Step:

Before your next sales call, content creation session, or customer conversation, ask yourself: Am I making this about them?

💡 Use today’s strategy to speak directly to their needs, not just your solution.

📌 Resources & Links:

📍 Learn More: www.TaraLBryan.com

📍 Subscribe to the podcast on your favorite platform: https://thescalableexpert.captivate.fm/

📍 Review the podcast at Podchaser: https://www.podchaser.com/podcasts/the-scalable-expert-785374

Mentioned in this episode:

https://taralbryan.com/step/15-learn-to-scale-call

Transcripts

Tara Bryan:

Welcome to the Scalable Expert, the podcast where we unlock

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the secrets to building a business

that grows with you, not around you.

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I'm your host, Tara Bryan, business

strategist, mentor, and creator

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of the Infinite Scale Method.

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If you're a coach, consultant, or

service provider who's maxed out

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with one on one work, overwhelmed by

the grind, and ready to scale your

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expertise into a business that works

for you, then you're in the right place.

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Each week, I'll share actionable

tips, inspiring success

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stories, and proven strategies.

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to help you reclaim your time, grow your

income and create a business that delivers

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results without sacrificing quality.

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Let's dive in and make your

business infinitely scalable.

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Hey, everybody, welcome to this

week's episode of the podcast.

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I am thrilled that you're here.

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In this episode, I want to do

something just a little bit different.

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I'm going to show you a visual, so

if you are listening, I will try

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and describe it as much as possible.

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If you are watching YouTube, you

will be able to catch the visual

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that I'm going to share today.

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But I want to share a

concept called WIIFM.

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When I was a new training professional,

and learning the ropes of how do you

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build effective learning experiences for

employees or customers so that they can

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get results, one of the things we always

focused on was the concept of WIIFM.

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So if you've heard of that

before, sometimes it's W I

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I F M, sometimes it's WIIFM,

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it doesn't really matter.

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The acronym stands for 'What's In

It For Me' and that is exactly what

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your customer or your potential

customer is thinking all of the time.

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So they're not really thinking about

all of the things that you are thinking

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about as you are building your solution,

as you are trying to sell your solution

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and doing all of the things around

what you are passionate about, your

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expertise or your offer, or your business

or your mission, or whatever it is.

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And so the more that you can start

thinking about your customer or

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perspective customer in terms of what

it is that they're looking for and

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what it is that they need, the better

off you're going to be not only in

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selling what you have to offer, but

in also being able to fulfill in a way

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that helps your customers get results.

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Because at the end of the day, that's

all that really matters is that whatever

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your offer is, is getting your customer

the intended result, which is why

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they purchased it in the first place.

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So I always recommend to people put

yourself in your customer's shoes.

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Really look from their perspective

to see how what you're creating

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is going to impact them?

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Is it going to make their lives easier?

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Is it going to solve their problem?

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Is it going to give them whatever

it is that they're looking for

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that they don't have today.

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If you can do that, then you know that

you are on the right track in terms

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of what you're creating and being

able to articulate how what you're

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building really helps your customers.

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Because I think at the end of the

day we all want to build something

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and offer a solution, something to

fulfill that helps our customers.

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We're all in the business of

really wanting to help people.

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However, what happens is we get so excited

about our own solution that we lose

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sight of the customer and what it is that

they need and what they're looking for.

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And so while we're trying to sell our

thing or fulfill on our thing, we're

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missing the boat because we're not

actually thinking about our customers.

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So when we use the concept of WIIFM,

what's in it for me, and always thinking

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about it from the customer's perspective,

it will help you make sure that what

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you're doing, whether it be your

messaging, whether it be the conversations

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you're having, or even in the fulfillment,

are meeting your customer's needs.

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A huge piece of advice that I always

give to my customers along with the WIIFM

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concept is just consider that they're

in front of you in your office, by

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your desk, they're sitting next to you,

you're having a conversation with them.

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You wouldn't blast them with all the

things that you're super excited about.

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You would ask them questions about what

they need and what kind of experience

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they want and how would what you

were creating make them successful?

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So do the same thing when you are

speaking to prospects and to customers

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around what it is that you offer.

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So just remember that there's always

somebody on the other end of the equation

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that you are actually trying to help.

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All right, so I want to just illustrate

this concept by showing you a visual.

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And this visual is an inverted pyramid.

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So let me get it up for you because

I think it, it really helps to

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show what it is, from a, how do

you structure your conversation?

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How do you structure your

thinking to make sure you're

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always considering the customer's

journey, and what's in it for them?

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Okay, so let's break

that down into a visual.

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So when you look at WIIFM,

What's in it for me?

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From a customer's perspective,

the very first question they're

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going to be asking is, Why?

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Why would this be the thing that

is going to solve my problem?

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Because what they're looking

for is that solution, right?

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They're looking for whether

or not you have a way to help

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them solve their problem.

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So that's the first thing.

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It's like they're in pain, they're

having a challenge, there's

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something that they want to change.

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And so they're looking at it and saying,

Okay, why would this be the thing

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that will help me make that change?

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That's the very first thing

that they're looking at.

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So when you're having a conversation

with a prospect or a customer,

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you want to answer that question.

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Like, why is this the solution

that will get them from point A to

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point B in the best way possible?

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Because again, they want to get out

of the situation that they're in.

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They want some sort of transformation.

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They want some sort of change.

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So they're going to look at what you

have to offer and whether or not you're

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able to answer that question, right?

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Like, why would I use your solution?

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It's because it's going to take you

from point A to point B, in a linear

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process, it's gonna take you, it's the

fastest path, I've been there before,

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so I can help you, and instead of trying

to go out and do it all yourself, I have

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a proven process to help you, right?

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So you're answering that question of

like, why would you have the product

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or solution that would help me get

to where I am today or where I am

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from now until where I want to go.

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So that is the very first question

that's on their mind, is like,

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why would I pay attention to this?

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What is this going to do for me

when I am trying to decide whether

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or not this is going to be the

transformation that's going to help me?

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So a lot of times people start with the

what, like they start with oh, here are

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all the things it's going to be 14 weeks.

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It's going to be videos and community and

get togethers and all of these things like

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these are all the things that are going

to happen As you go through my solution.

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And they don't care about any of that yet.

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What they care about is this a

solution that's going to take me

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from my problem to where I want to

go to give me that transformation.

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That's the very first thing

that you need to answer.

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Once you've answered that they're like,

oh, yeah this is going to be the best way

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for me to get from point A to point B.

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Now the next question they're going to

ask is okay, so when does that happen?

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Like how do I do that?

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And so if you're like, it's going to take

90 days, it's going to take six months,

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it's going to take a year, then they're

like, okay, do I want to take that amount

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of time to get that transformation?

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Is there a faster way to do it?

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Is there a slower way to do it?

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Do I have the time to put into it?

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Do I not have the time to put into it?

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That's the next kind of set of questions

that they're asking themselves.

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Again, they're not

asking yet is it online?

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Is it offline?

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Am I getting together with people?

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Am I not getting together with people?

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Is it on these dates?

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Is it on that dates?

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Are we having video?

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They don't care about

any of those things yet.

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Again, they're just trying to put it into

the context of what their own needs are.

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So why is this a solution?

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It's the fast track

from point A to point B.

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Okay, cool.

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That matches what I'm looking for.

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I really want somebody to guide

me through this solution because I

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can't figure it out on my own, right?

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That's the why.

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Okay, great.

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Check that one off.

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Now they're gonna go into that when which

is okay so how long is this gonna take?

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When is this going to happen?

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What is it going to look

like when that's over, right?

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So if it's 90 days,

what happens in 90 days?

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In 90 days, I'm going to

have the full solution.

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I'm going to have a transformation,

and then this is going to happen.

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So in 90 days, I'm

going to increase sales.

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In 90 days, I'm going

to increase customers.

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In 90 days, I'm going to, lose 50 pounds.

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Whatever it is that the transformation

is, they need to see when

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that's going to happen, right?

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So you're really giving them an

ownership experience of here's how

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their world is going to change.

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So when you think about the WIIFM, it's

how is their world going to change?

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How is this impacted them?

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And really what your solution at this

point is doing, is it's showing them

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that you have anticipated all of the

things that they're going to be thinking

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about because you've been there, you

know how to fast track the process, you

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know all of the hurdles and obstacles

that are going to happen along the way.

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And so you're showing your level

of confidence that you have the

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solution that will help them.

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Because again, they're looking

at the why, and then they're

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going to look at the when.

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And then, once they've determined

that, okay that seems reasonable, like

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90 days seems like a good amount of

time, okay, yep, I like that, right?

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In three months, I can assume that this

is the transformation I'm gonna get.

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Okay, so how is that gonna be delivered?

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And then that needs to match their how.

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If they want you to be sitting next

to them for 90 days, every single

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day, having a conversation, then

that's going to be their expectation.

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Does it match your how?

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Your how may be different, right?

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And so your job is to help them

understand and really be able to

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visualize how your solution at this point

is going to help them get from point

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A to point B in the best and easiest

and most impactful way to help them.

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And in this piece where you're really

talking about how it's going to go,

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it's going to be weekly and it's

going to be an office hours call and

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some learning and some application

and some, support from the coach and

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peers and whatever else you have that

is part of your scalable experience.

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The goal here isn't to give

them all of the things.

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The goal is to help them really truly

see how by doing the things that you have

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already set up for them, it streamlines

the process, it makes it super simple

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for them, and it's something that

is realistic that they can do right?

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So that's all they want to know about

in the how is here's how the experience

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is gonna go, you get to log in on demand

you get to get feedback, whenever you

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want it you get to do this you get to

do that blah blah blah blah blah, right?

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You built it in a way that is a

great experience for your people.

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They don't need to know

all the nits and nats.

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They don't need to know all

the details at this point.

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They just need to know that there is

a curated experience for them that

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directly takes them from where they

are today to where they want to go.

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You've addressed the why, what

is the transformation, how is

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the solution going to help them.

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You've addressed the when,

like what is the timeframe?

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You've addressed the how.

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We have a curated experience

that allows you to go through.

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We have proved that this

is the best approach.

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Not that, like it's a different approach,

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it's a, a worse approach, a

better approach of this or that.

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We have proven that this is the best way

for people like you to go through this,

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to be able to get the results in 90 days.

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Done.

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And then, and only then, do

you talk about all of the cool

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features that are in your solution.

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You have an app, you have a cool

whizbang automation, you have all

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of these things that you're super

excited about that you've built.

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That is when you can start talking

about all of the cool things, the

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gamification, the touch points, the

recordings, the phone calls, the all

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of the detailed things that you have

created for them to make their job easier

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as they're going through this process.

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Because the things that you've created

are not just things that like you want

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to throw in there to make it cool.

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It's a very specific reason why

you have a workbook or you have

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activities or you have a phone call.

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They're all strategically placed

to help somebody go from point A to

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point B in the fastest way possible.

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So when you're framing up the

conversation, when you want to add

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in all those cool things that you're

super excited about you're adding

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them in the context of what they need

to be successful because you have

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taken care of all of the details.

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And that's what somebody needs to know

in order to make a buying decision,

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in order to get really excited, is

that they don't have to go through and

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get overwhelmed by all of the things.

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When you lead in your sales

conversation or in a customer

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conversation with all of the things,

people get overwhelmed very easily.

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Oh, this is going to be really complicated

because there's so many things that

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I have to remember and keep track of.

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And that's exactly the opposite of your

intention when you are creating this.

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And so that's why the what

actually is the very last thing.

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And you'll see that it's an

inverted pyramid for a reason.

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That should be just a short conversation.

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Once they get into the experience, once

they've made a buying decision, then you

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can show them all the cool tips and tricks

and awesomeness that you have in there.

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But it's not important in and of itself.

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It's important in showing that

you have a curated experience that

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has been created just for them.

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And then the very last piece of

this pyramid is how much, right?

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Because then when you are anchoring the

price, you're anchoring the price on the

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transformation, the journey, the amount

of time the journey is gonna take, all of

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the curated pieces that you've included

to make the journey easy for them.

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And so then the price becomes a no

brainer because it's something that

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is, is the last piece to the puzzle.

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When somebody is trying to make

a purchasing decision based on

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price without all the rest of these

pieces, they're not sure that this

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is the right solution for them.

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When you start with the why,

you've connected it to why it's

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the perfect solution for them

because it's going to give them the

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transformation they're looking for.

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When you outline how much time you are

giving them to do it, you're anchoring

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it to a realistic timeline for them.

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And you can decide what this looks

like for your individual customers.

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Some like to go fast and some

like to have the time to be

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able to implement along the way.

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It doesn't really matter how long it is.

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So don't get caught up on, it has

to be 30 days or 5 days or 90 days

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or 6 months or a year or whatever.

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It doesn't really matter as long as you

can show exactly how they're getting

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either micro transformations or how

they're getting that transformation

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so that it makes that change.

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So you have to anchor that with the win

and then, when you're talking about how

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it's going to be, the curated experience

that you have to make it super easy for

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them to just follow the dots and do what

they need to do to get the results, then

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they're ready for that purchasing decision

because they're going to be like, oh my

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gosh if it gets me these results in this

amount of time with all of this cool stuff

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around an experience that's really been

thought out and proven to work, I'm in.

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And they figure out.

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How to make the financial

commitment to move forward.

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And so when you look at it from this

perspective, regardless if you're

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talking to a prospect or you're talking

to a customer, when you look at it

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from their perspective, and you look at

what do they need in order to get the

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transformation that they're looking for,

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what they need is the confidence that

you have thought through all of the

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details so that they don't have to.

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So they're not going to

come in and be overwhelmed.

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So they're not going to come in and

have to try and figure out where to go

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and what to do and all of the things.

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Remember, learning or doing

something new is hard.

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And so when you have to take care of

all of the details and learning and

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applying something, that is anchored to

a problem that you have, you want all

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of those details to be taken care of.

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You want a curated experience where

somebody else is guiding you through

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step by step and all you got to do

is show up and do the thing and know

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and have the confidence that you are

going to be able to get to that next

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level of growth, whatever that

looks like for your customers.

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So use this the next time you are

preparing for a conversation or a customer

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interaction, use this and make sure that

you're going in the right order again.

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So often we get so excited about the

thing that we've built for our customers

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that we talk about all of the details

of it instead of saying, you know what,

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they don't really care about the details,

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they just want to know that you have

taken care of the details so that they

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can go through an experience that's

curated for them so they can get results.

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So try that next time, see how that goes.

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If you love this episode, give us

a subscribe, a shout out, a review,

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wherever you're looking at it,

whatever the call to action is, we

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would love to have your support.

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Share this with a friend,

give this off to other people.

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Until next time, enjoy your

week and happy applying.

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