  {"id":12119,"date":"2025-07-11T11:09:49","date_gmt":"2025-07-11T15:09:49","guid":{"rendered":"https:\/\/thirdwunder.com\/?post_type=tw_video&#038;p=12119"},"modified":"2026-05-22T10:15:55","modified_gmt":"2026-05-22T14:15:55","slug":"supercharge-your-strategic-storytelling","status":"publish","type":"tw_video","link":"https:\/\/thirdwunder.com\/fr\/videos\/supercharge-your-strategic-storytelling\/","title":{"rendered":"Supercharge Your Strategic Storytelling"},"content":{"rendered":"\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<\/div><section id=\"block_fcaf54b7c63217167100e7829c899203\" class=\"content-multimedia-wundertheme\/multimedia tw-section content-section-multimedia uk-preserve-color  uk-position-relative uk-section uk-section-overlap  uk-section-default uk-dark layout-grid layout-multimedia layout-multimedia-image\"  uk-parallax=\"bgy: +100\"><div class=\"uk-container uk-container-small uk-container-expand-center  uk-position-relative\"><div><!-- Open Wrapper Inner --><div class=\"uk-grid uk-position-relative uk-grid-medium uk-flex-middle\" uk-grid><!-- Open Grid --><div class=\"uk-width-1-1 uk-width-expand@s\" style=\"\"><header class=\"section-header uk-margin-bottom uk-text-left uk-dark \" uk-scrollspy=\"cls: uk-animation-slide-left-small; delay: 300; \" >  \n            <div class=\"uk-h4 uk-margin-small content-section-subtitle\">\n        Founder, Storyline\n        <\/div>\n    \n                    <a href=\"https:\/\/www.linkedin.com\/in\/danjlevy\/\" \n            title=\"\" \n            aria-label=\"\" \n            target=\"\" \n                        class=\"uk-link-reset\" \n            role=\"link\"\n        >\n        \n        <h2 class=\"uk-h1  uk-margin-remove-top  content-section-title \">\n            Dan J. Levy\n        <\/h2>\n        <\/a>    \n    \n\n        <div class=\"content-section-description uk-text-medium uk-column-1-1@m \">\n        <p>Dan J. Levy is the founder of Storyline, a messaging and positioning consultancy that helps companies at pivotal moments of growth and transformation uncover, craft, and bring their strategic stories to market. A journalist by training and marketer by accident, he previously led product marketing, content, and communications teams at B2B technology<\/p>\n    <\/div>\n    <\/header>\n<footer class=\"uk-text-left uk-dark uk-margin-bottom uk-margin-top uk-padding-small uk-padding-remove-horizontal\">\n            <a\n            href=\"https:\/\/www.linkedin.com\/in\/danjlevy\/\"\n            title=\"\"\n            target=\"\"\n                                    class=\"uk-button uk-button-default uk-button-medium uk-margin-small-right uk-width-1-1 uk-width-auto@s uk-margin-small-bottom\"\n            role=\"link\"\n                    >\n            Connect on LinkedIn <span class=\"uk-icon\" uk-icon=\"icon:arrow-right; ratio:0.8\"><\/span>\n        <\/a>\n                    <a\n            href=\"https:\/\/danjlevy.com\/\"\n            title=\"\"\n            target=\"\"\n                                    class=\"uk-button uk-button-primary uk-button-medium uk-margin-small-right uk-width-1-1 uk-width-auto@s uk-margin-small-bottom\"\n            role=\"link\"\n                    >\n            Visit Storyline <span class=\"uk-icon\" uk-icon=\"icon:arrow-right; ratio:0.8\"><\/span>\n        <\/a>\n            <\/footer>\n<\/div>\t\t<div class=\"block-image uk-flex-first  uk-inline uk-width-1-1 uk-width-1-3@m uk-flex uk-flex-first@m uk-flex-middle@m\">\n\t\t\t<section class=\"uk-width-1-1\">\n<figure id=\"block_fcaf54b7c63217167100e7829c899203\"\n    class=\"section-image uk-height-1-1 uk-margin-remove-bottom uk-flex uk-flex-middle   uk-dark             \"\n        \n    >\n\n        <img\n        data-src=\"https:\/\/thirdwunder.com\/wp-content\/uploads\/2025\/06\/Dan-Levy.png\"\n        data-srcset=\"https:\/\/thirdwunder.com\/wp-content\/uploads\/2025\/06\/Dan-Levy.png 400w, https:\/\/thirdwunder.com\/wp-content\/uploads\/2025\/06\/Dan-Levy.png 800w, https:\/\/thirdwunder.com\/wp-content\/uploads\/2025\/06\/Dan-Levy.png 1200w, https:\/\/thirdwunder.com\/wp-content\/uploads\/2025\/06\/Dan-Levy.png 1600w, https:\/\/thirdwunder.com\/wp-content\/uploads\/2025\/06\/Dan-Levy.png 2048w\"\n        data-sizes=\"(max-width: 400px) 400px, (max-width: 800px) 800px, (max-width: 1200px ) 1200px, (max-width: 1600px ) 1600px, (max-width: 2048px ) 2048px\"\n        width=\"250\"\n        height=\"250\"\n        alt=\"\"\n        class=\"uk-width-1-1 uk-responsive-width \"\n                    uk-scrollspy=\"cls: uk-animation-fade; repeat: true\"\n            uk-img=\"\"\n                            \/>\n<\/figure>\n<\/section>\n\t\t<\/div>\n\t\t<\/div><!-- Close Grid --><\/div><!-- Close Inner Wrapper --><\/div><!-- Close Wrapper --><\/section><div class=\"uk-container uk-container-xsmall\">\n\n<aside id=\"block_c00dccc23167f5c1d052cc94624bad73\" class=\"gutenburg-block-content-tw_faq-accordian gutenberg-content-section uk-preserve-color uk-padding-small uk-section uk-section-overlap uk-margin-medium-top uk-margin-medium-bottom  uk-section-muted-alt  uk-padding uk-dark layout-content layout-content-accordian uk-text-left\"><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"@id\":\"https:\/\/thirdwunder.com\/fr\/videos\/supercharge-your-strategic-storytelling\/\",\"url\":\"https:\/\/thirdwunder.com\/fr\/videos\/supercharge-your-strategic-storytelling\/\",\"name\":\"FAQ\",\"description\":\"\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is a strategic brand story, and why is it important for B2B companies?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"A strategic brand story is a narrative that communicates your company\u2019s unique point of view, market insight, and the value you deliver. 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Identify common blind spots or outdated assumptions, then craft a narrative that challenges the status quo and positions your brand as the answer. Partnering with a messaging strategist can accelerate this process and ensure alignment across channels\",\"dateCreated\":\"2025-07-04T15:17:22+00:00\"}}]}<\/script><header class=\"element-header uk-margin-small-bottom left uk-dark\">\n    \n        <h3 class=\"uk-h3 uk-heading-line uk-margin-remove-top uk-margin-remove-top\">\n        <span>Questions Answered<\/span>\n    <\/h3>\n    \n        \n\n    <\/header>\n<section id=\"layout-tw_faq-accordion-0-0\" class=\"uk-dark\" >\n    <ul id=\"layout-tw_faq-accordion-0-0-list\" class=\"uk-accordion\" uk-accordion=\"collapsible: true\">\n        <li id=\"tw_faq-12080\" class=\"tw_faq-item post-12080 tw_faq type-tw_faq status-publish hentry tw_faq_category-brand-messaging tw_faq_category-content-marketing tw_faq_tag-strategic-storytelling\">\n    <a class=\"uk-accordion-title\" href=\"#\">\n        <h4 class=\"uk-h4\">\n        What is a strategic brand story, and why is it important for B2B companies?        <\/h4>\n    <\/a>\n    <div class=\"uk-accordion-content\" >\n        <div class=\"uk-text-muted\" ><!-- wp:paragraph -->\n<p>A strategic brand story is a narrative that communicates your company\u2019s unique point of view, market insight, and the value you deliver. For B2B companies, it bridges the gap between strategy and go-to-market messaging, helping differentiate your brand and connect emotionally with decision-makers.<\/p>\n<!-- \/wp:paragraph --><\/div>\n            <\/div>\n<\/li>\n<li id=\"tw_faq-12081\" class=\"tw_faq-item post-12081 tw_faq type-tw_faq status-publish hentry tw_faq_category-brand-messaging tw_faq_category-content-marketing tw_faq_tag-strategic-storytelling\">\n    <a class=\"uk-accordion-title\" href=\"#\">\n        <h4 class=\"uk-h4\">\n        How does strategic storytelling improve B2B marketing performance?        <\/h4>\n    <\/a>\n    <div class=\"uk-accordion-content\" >\n        <div class=\"uk-text-muted\" ><!-- wp:paragraph -->\n<p>Strategic storytelling aligns your marketing, sales, and product messaging under a single, compelling narrative. This clarity boosts engagement, increases conversion rates, and strengthens brand recognition by helping your audience understand not just what you offer, but why it matters.<\/p>\n<!-- \/wp:paragraph --><\/div>\n            <\/div>\n<\/li>\n<li id=\"tw_faq-12083\" class=\"tw_faq-item post-12083 tw_faq type-tw_faq status-publish hentry tw_faq_category-brand-messaging tw_faq_category-content-marketing tw_faq_tag-strategic-storytelling\">\n    <a class=\"uk-accordion-title\" href=\"#\">\n        <h4 class=\"uk-h4\">\n        What are the key elements of a compelling B2B strategic story?        <\/h4>\n    <\/a>\n    <div class=\"uk-accordion-content\" >\n        <div class=\"uk-text-muted\" ><!-- wp:paragraph -->\n<p>An effective B2B strategic story includes a clearly defined problem, high-stakes consequences, a differentiated point of view, and a connection to your product or service. It shifts the conversation from features to impact and frames your offering as the necessary solution.<\/p>\n<!-- \/wp:paragraph --><\/div>\n            <\/div>\n<\/li>\n<li id=\"tw_faq-12084\" class=\"tw_faq-item post-12084 tw_faq type-tw_faq status-publish hentry tw_faq_category-brand-messaging tw_faq_category-content-marketing tw_faq_tag-strategic-storytelling\">\n    <a class=\"uk-accordion-title\" href=\"#\">\n        <h4 class=\"uk-h4\">\n        How can I develop a strategic brand story for my business?        <\/h4>\n    <\/a>\n    <div class=\"uk-accordion-content\" >\n        <div class=\"uk-text-muted\" ><!-- wp:paragraph -->\n<p>Start by conducting interviews with customers and internal teams to uncover market tensions and unmet needs. Identify common blind spots or outdated assumptions, then craft a narrative that challenges the status quo and positions your brand as the answer. Partnering with a messaging strategist can accelerate this process and ensure alignment across channels<\/p>\n<!-- \/wp:paragraph --><\/div>\n            <\/div>\n<\/li>\n    <\/ul>\n<\/section>\n<\/aside>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Webinar Transcript<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed Hamad<\/strong>: Hello, hello, hello everybody and welcome to the Third Wednesday Webinar. I&rsquo;m your host, Mohamed Hamad. And today we&rsquo;ve got a special guest, Dan Levy. Dan is founder of Storyline, he&rsquo;s a messaging and positioning consultant.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">He&rsquo;s got quite an interesting background. I&rsquo;ve known him for years and he&rsquo;s amazing at what he does. And I&rsquo;m going to let him tell you all about where he&rsquo;s been in the last, last while and his expertise.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan Levy<\/strong>: All right, thank you Mo. So, good to be here. I&rsquo;ve been looking forward to this all week. Yeah, as Mo said, I&rsquo;m founder, of Storyline, spent the last 15 years or so working across content communications and product marketing for mostly B2B technology companies. And what I&rsquo;ve learned through all those experiences, is that in the age of AI powered everything, where pretty much everybody just sounds the same these days, having a great product, or service, or mission just isn&rsquo;t enough anymore.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And to compete for attention or for actual customers, really what you need is a bold and differentiated story that communicates what you do, what you think, and why it matters to the right people right now. So I call that your strategic story. It&rsquo;s all about bringing your unique point of view to market. And that story needs to be original, it needs to be urgent, it needs to resonate emotionally with people.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And if you find the right story and if you craft it right, and bring it to market, it really becomes the connective tissue that unites every part of your business from product to hr, ultimately, to your marketing and sales.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Absolutely. I mean, these days having a strong story is something that everybody wants. Everybody talks about storytelling, crafting their story, honing in on their messaging. It&rsquo;s core to any organization&rsquo;s branding and it really informs how you communicate, your visual style, your aesthetic, your vibe and how you put yourself across, on all your digital channels.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now this I&rsquo;ve always found in my career and working in marketing for, and running Third Wonder for the last decade or so is a lot harder than most people think. But there&rsquo;s a sense of simplicity around it as well. Like if you really distill it down, there is a core central truth to it. And this is what we&rsquo;re going to be talking about today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I&rsquo;d like to understand from you. How do you go about crafting a, a story? Like what are the building blocks? What is the core pieces of a strategic story?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Yeah, I love that you use the word distill because to me like, it&rsquo;s all about distillation. Right? It&rsquo;s all about distilling your, your, your company strategy, your brand into this really clear and crisp story that you can actually bring to market. Right. Positioning is, is fundamental. That&rsquo;s like what you do.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Strategy is obviously your company plan, but when it comes to kind of going to market, you need something really tangible and actionable, that then can translate into your website messaging, your pr, your content marketing, your demand gen. So I really see the strategic story as the fuel, for everything, your whole really go to market engine.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before we get to the crafting of the story, let me just give you an example off the bat because I know that this stuff could be really abstract. Like brand, strategy, story. It means a lot of different things to a lot of people.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Yes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Let me just give you an example to anchor it, in a real customer story. I&rsquo;ve, been working with this great company, in the K through 12 education technology space. What they do is actually a little bit niche. They&rsquo;ve got a series of products for managing, what&rsquo;s sometimes called student activity funds.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These are payments and fees for school activities that aren&rsquo;t part of the core curriculum. So think of like field trips, athletic events, uniforms, yearbooks, fundraisers. They&rsquo;ve been around for almost 30 years, and they&rsquo;ve acquired lots of different companies and their products along the way. So they came to me looking for this overarching story that ties everything together, and help help them kind of rev up their go to market engine as they look to expand into, into new markets where they don&rsquo;t have a footprint right now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So the first step here was to solidify their positioning. Right. Since student activity fund management is a bit of a mouthful, and not actually that well defined or understood even within their space. We first kind of reposition them around this idea of being a school finance platform. Platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And that communicated the fact that they&rsquo;re not just about fund management, they&rsquo;re about payments and accounting and reporting and auditing and bringing all this stuff together, into one unified platform. So that was sort of the first step. But that&rsquo;s their positioning.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What&rsquo;s the actual story? What&rsquo;s the story that they&rsquo;re bringing to market that&rsquo;s actually going to pull people in, and resonate more emotionally. So what we discovered is that the folks that they&rsquo;re selling to, are district Public school district finance teams. So this is like the CFO and their team at a, you know, mid size or even really large public school district in North America.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And these, these folks, you know, really busy, there&rsquo;s a lot of increased scrutiny, scrutiny around funding. And you know, public school funding is really being cut for various reasons, some of them political, some just sort of coming out of COVID A lot of those grants and temporary funding has dried up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And what we found is that these folks have a real blind spot around this level of public school funds. Right? They&rsquo;ve got these really big expensive ERP platforms to manage their finances at the district level, which actually accounts for the majority of their budgets. But these student level activity fees and funds which actually sometimes take the form of literal cash put in a Ziploc bag and given to a teacher or to the principal, these are largely unaccounted for.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And while that may seem like small potatoes, these funds across a district could actually add up to hundreds of thousands or even millions of dollars. And so the question was like, what happens if those go missing? Right? You know, that could be through fraud or just like mismanagement and poor accounting because they don&rsquo;t have visibility over this student level and school level.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Funds. And so, you know, this district, if this happens, gets exposed to some real reputational risk, some real auditing risk at the government level. And so the story that we crafted here was all around this idea of the school finance blind spot. Right? District finance teams have this blind spot and it&rsquo;s actually more critical than they actually think.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And they need a purpose built solution for eliminating this blind spot. And so that became a story, that kind of kind of unified their go to market and then became the basis for more tactical messaging across their website, across their sales, decks, and everything else.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: So I just wanted to kind of roll back a little bit and have a little bit of clarity. When people talk about storytelling, they think it is the story of the organization, the backstory, the origin story, how it came to be and what is it trying to do, whether it&rsquo;s revolutionize this or democrat and all of that.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From what I&rsquo;m hearing from this example here, it&rsquo;s not quite that it&rsquo;s the story about what they&rsquo;re actually doing and how they help their customers or their clients. Is that correct?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Yeah, that&rsquo;s right. I think you&rsquo;re talking about the founder story. And the founder story could be a really useful tool with like very early stage startups, especially when raising money. But when it comes to actual go to market, that founding story, it just doesn&rsquo;t scale.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Right.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And isn&rsquo;t necessarily relevant to, to your, to your customers. And so the story that I&rsquo;m talking about, this overarching strategic story is really, it&rsquo;s like you said, it&rsquo;s about like what you do, but it&rsquo;s also more importantly about like your point of view on your market space and the problem space.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: So it&rsquo;s a bit, it&rsquo;s a bit more of a, yeah, you know, customer and problem focused story, and a market focused story than a story that&rsquo;s about you and your history and your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Okay, that&rsquo;s good to know because most people that I know, when they think of storytelling, they think about the journey of the founders of the organization and all of that. And this is more the story of why someone should care. The actual customer, the client who is going to be purchasing or engaging with the organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Why should they care? And that&rsquo;s the tactical side of what we&rsquo;re talking about here.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Yeah. And that story, you know, when the founder is talking, the CEO is talking like, you know, obviously that, that&rsquo;s, if you could connect that larger story to their origin story, that, that&rsquo;s great. Right. But again that, that is very tactical. That, that&rsquo;s very channel specific. That&rsquo;s, that&rsquo;s the messaging piece. Right. You, you might have your founder messaging, but the, that the larger overarching story needs to be a little bit bigger than that and rooted in your problem space and your insight into the market, rather than your origin story.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Okay, so in saying that how do you craft your story, like how do you go back to ground level and start from scratch? What are the key components or what are the ways that you go about understanding the organization and their product and their product market fit to craft that narrative that will connect with the audience that it&rsquo;s intended for.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Yeah. So before you craft your story, you have to find the story. Right? You have to uncover your story. And I started my career as a journalist, I got a master&rsquo;s degree at Boston University and uncovered the 2008 presidential election and financial crisis, in DC. So what I learned there were these fundamentals of quickly finding your unique and compelling angle, on a particular topic or in this case a particular market, through, you know, essentially, you know, research and reporting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So when it comes to finding your storyline or strategic story as a business I take a similar approach and focus on a few key inputs. The first is it&rsquo;s really in depth one on one interviews with key stakeholders across the company. So that starts with the CEO and the founding team. But it also, in spite of especially larger organizations, includes the sales leader, right, who&rsquo;s talking to customers or potential customers every day, the product leader who owns the product vision and product roadmap.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And ideally like a customer success leader, someone who&rsquo;s really in the trenches, with customers. And notice I said one on one interviews there. So I know that there are some consultants who do these very expensive hours or even days long workshops with a cross section of company leaders. From my experience, these workshops tend to end up, you know, deferring to the loudest and most powerful person in the room, which is usually the CEO or the founder.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And that&rsquo;s, you know, the CEO and founder&rsquo;s vision and perspective is in many cases, you know, the primary one. But when you do these one on one interviews with different stakeholders, you get a much broader perspective. And you actually have the secondary benefit is that, you know, I can go back to the CEO and say, hey, your team is not aligned. Right.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Or here&rsquo;s where the misalignment or misunderstanding is around the fundamental story. So that&rsquo;s sort of the first input is these kind of, you know, one on one interviews with key internal stakeholders. I also believe in external inputs though. Right. And that could be, you know, just doing, you know, some competitive research, some market research, understanding the broader, you know, context that your company lives in.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right. Analyst reports are great for this industry reports. And, and just looking at what competitors are out there saying and doing because you know, the name of the game here is differentiation. So it&rsquo;s really important to understand what your competitors are, your alternatives, solutions. The alternatives to your solution are out there saying so that you can find your unique angle.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And then finally is the customer side, lots of people, out there talking about the importance of talking to actual customers or prospective customers to understand the key pain points and aha, moments across the customer journey. That&rsquo;s all super important.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There&rsquo;s another kind of more like very pragmatic, side to talking to customers is like uncovering their actual words. Right. It&rsquo;s really useful to hear the terms and the words and the phrases that they&rsquo;re using to describe both your company, and the broader problem that they&rsquo;re looking to solve.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So uncovering the voice of the customer, is. Could be a really important input, especially, Especially when it comes down to actually crafting the story.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: That&rsquo;s super interesting because, you know, there&rsquo;s so many moving parts and there&rsquo;s so many people&rsquo;s opinions and or perspectives being shared in this exercise. You know, you&rsquo;ve got founders and the founding team, you&rsquo;ve got the staff, you got staff members, let&rsquo;s say in sales and marketing that are, the closest to the customers and then there&rsquo;s the customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How do you align all of those perspectives, to create a story that is one unique or, highly connective and representative of all of those views, without having a situation where it gets very confusing or as the old saying goes, either it&rsquo;s an elephant or a camel or were designed by committee where nobody knows what&rsquo;s happening.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How do you distill it down and you focus it, is a huge one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Yeah. And that&rsquo;s exactly what I&rsquo;m trying to avoid by not doing these kind of big workshops, because that often, does result in groupthink, and a bit of a watered down story that is I guess, the kind of the lowest common denominator or what consensus delivers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By getting these different perspectives and then sort of triangulating, to come up with this very pointed and unique angle, you&rsquo;re going to get to something that&rsquo;s much more, bold and differentiated and specific, than by just trying to come up with like, okay, they said this, they said this.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let&rsquo;s meet somewhere in the middle.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Now that you have, let&rsquo;s say, all this information and you&rsquo;ve got all these perspectives and you&rsquo;ve got these words that clients talk about. You&rsquo;ve got the founder story and their input. How do you distill it down? How do you get rid of the jargon? How do you move into a space where there&rsquo;s clarity, where, there&rsquo;s a refined message that is one for the prospective client, instinctually gives that aha moment, as you go through it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Yeah, so now we&rsquo;re talking about the sort of bread and butter storytelling, right? Crafting the story. So like you said, like, there&rsquo;s so many books out there and frameworks around storytelling. Right. My friend Peep Laja, the CEO of Wynter, likes to joke that, when people talk about storytelling for business, it&rsquo;s all like something, something.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Joseph Campbell. Right. We&rsquo;ve all, we&rsquo;ve all heard like the hero&rsquo;s journey, right? This idea of making your customer the hero, I kind of want to call BS on that. Okay, first off, you know, when I point, I posted on this on LinkedIn recently, and my former CMO and now client Ruth Zive, you know, said like, there&rsquo;s nothing heroic about buying software, right?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So, like, everybody relax a little bit with like, the really grandiose Hero&rsquo;s Journey idea. But secondly, like, I just believe that there&rsquo;s just no one size fits all approach to storytelling, right? So, yes, the Hero&rsquo;s Journey might work for certain, for certain products. But, from my experience when working mostly, within the enterprise, where there&rsquo;s multiple buyers, where, there&rsquo;s maybe multiple products, that&rsquo;s just too simplistic a framework.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With a caveat that I don&rsquo;t think there&rsquo;s any one size fits all, I will share a framework that I&rsquo;ve used for many of my clients for crafting that overall strategic story. So again, that overall story, that ultimately distills your positioning and forms the blueprints for the rest of your messaging, the rest of your content.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And so I, call this framework, and it&rsquo;s sort of adapted from some tried and true, old school copywriting frameworks, with a bit of a modern spin on it. It&rsquo;s. I call it cpsv. And I did go to my AI friend and say, can you come up with a fun backronym for this?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And the best it came up with was cheese pizza safety vest.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Okay.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Which I thought was kind of fun, but really it stands for context, problem, solution and vision. So starting with context, this is really what roots your story in the here and now. It establishes the market that you&rsquo;re playing in, what&rsquo;s happening and the broader industry, the broader world that makes your story urgent and relevant.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And so with that, school finance blind spot example I gave earlier, here&rsquo;s where we would talk about, how this blind spot is actually happening at the worst possible moment for public school districts. Right? Like I said, funding is declining and scrutiny is rising. And so by anchor it in the context, we also show a little bit of empathy for the buyer, that we know what&rsquo;s happening in the larger market and being sold more software is probably not what you want to hear right now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But here&rsquo;s why, planting the flag about, like we understand their context. Hear us out. Next, the P is for problem. Here is where, you know, you really define, articulate, distill the customer&rsquo;s problem in Clear, specific and emotionally resonant terms. So, you know, the more you can kind of agitate the buyer&rsquo;s pain, the better.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And so, you know, in that finance example, school finance example, like here is where you know, we get really specific about the problem of, you know, in most public schools these days, you literally have like the school bookkeeper stuffing cash into a Ziploc and taking it to the bank like during their, during their lunch hour. Right? It&rsquo;s really, really old school and obviously does not lend itself to good accounting and auditing practices.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I&rsquo;m working with another company in the sustainability reporting space. Context wise this is actually super interesting because they&rsquo;re facing a lot of tailwinds or headwinds I should say. Just because of the overall backlash against ESG and DEI and sustainability.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And so context wise we want to acknowledge that up front. Problem wise we want to talk about the fact that sustainability reporting, is actually really, really complex. Right? It involves lots of quantitative data, qualitative data. It&rsquo;s not just about, you know, climate risks, but also cybersecurity, also employee safety, supply chain disruptions and get really, really specific about the problem so that we can go into the solution which is they&rsquo;re just really clear articulation of what you do, right?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That&rsquo;s where you bring in that core positioning work that you&rsquo;ve hopefully done early on, to anchor your solution in some sort of category, and explain in just clear terms what it is you actually do. And then that brings us to the V, the vision, and here is again where I think, you know, story work differs from core positioning work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Positioning is all about the here and now. It&rsquo;s about what your product does right now. Vision is about where you&rsquo;re going and sort of the larger why behind, behind your company and behind your brand. And I, and I do believe that this is important and something that not just investors care about and your team cares about, but also potential, customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right? Especially if they&rsquo;re buying a complex enterprise software. Maybe there&rsquo;s multi year contracts involved. Maybe it&rsquo;s a, it&rsquo;s a, it&rsquo;s a fintech solution where you know, you&rsquo;re as a small business owner going to be putting your money for the foreseeable future. Like you don&rsquo;t want to reevaluate this every month or every year even. So by communicating your larger vision, you&rsquo;re, you know, you&rsquo;re, you&rsquo;re, you&rsquo;re both, I think, resonating more emotionally with people, but also you know, ensuring them that you&rsquo;re, you&rsquo;re thinking long term here.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And so you know, in the school finance example, this is where we talk about this idea of empowering everybody in the school community. Right from your bookkeeper to your principal, to teachers to parents to ultimately create a more you know, financially responsible school, for students.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right. Financially responsible schools ultimately make successful students. In the sustainability reporting software example this is where we talk about this idea of really elevating the practice of sustainability reporting to the level of financial reporting which everybody knows is mission critical, everybody knows needs its own like purpose built tools.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And ultimately you know, with this software you are empowering your, everyone in your company to build a more sustainable business like kind of capital S sustainable business. So ending on that note of vision is both about inspiration, and also about anchoring in the bigger why or mission behind the company.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: I see that the flow of the process is the inverse of let&rsquo;s say Simon Sinek start with yeah, which is interesting but I do connect with really connecting with the context and the problem first. And the vision comes in later because that&rsquo;s the thing that propels you forward.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As opposed to starting with the why. Because if you don&rsquo;t know what you&rsquo;re doing or why you&rsquo;re doing it, then the bigger vision doesn&rsquo;t really matter at the end of the day.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Yeah, I like to say start with what it is you actually do. And then you know, lead them towards the why. Because like you said, if you just start with, with sort of a more of a generic why, you&rsquo;ve kind of lost them. If you start with the what and also the now. Right, that context and that problem, you&rsquo;re you&rsquo;re getting their attention right away and at least you&rsquo;re, you&rsquo;re acknowledging you know, the bigger context that they&rsquo;re playing in right off the bat.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Absolutely. I want to encourage everybody, if they do have any questions, to throw them in the chat. We&rsquo;re going to be answering some questions soon enough. But now that we&rsquo;ve established the crafting of the story and finding the story, how do you bring the story to market? That&rsquo;s the key part. Once you get all of that, how do you take it, to the public?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Yeah, that&rsquo;s sort of the big one. Operationalizing that story across your business, is the key to an actual successful story. If it just dies in a messaging doc, then what&rsquo;s the Point of the exercise, from a go to market perspective, I actually recommend focusing your initial energy on two flagship assets, your pitch and your homepage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So depending on your company stage, your pitch can take the form of a sales deck or an investor deck, or even maybe an investor brief or memo. But what&rsquo;s important to note is that it&rsquo;s not just a collection of slides, right? It&rsquo;s, it&rsquo;s a fully fleshed out talk track to make sure that the right story is being told in the right order in a consistent way.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So that&rsquo;s so and you know, and by, by kind of focusing on your pitch first, you&rsquo;re actually able to bring your story to market in a really tangible way. Putting it in front of actual customers, actual prospects, maybe actual investors, and getting that face to face feedback so that you can validate the story, and iterate if you have to.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That&rsquo;s where I usually like to start. The second is the homepage. There&rsquo;s I think lots of talk these days about the website being dead and AI search for example, being the new discovery. We may be heading in that direction. I don&rsquo;t think that you&rsquo;re going to be getting tons of traffic expecting your homepage or website to be this inbound machine anymore.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But I think it does remain the front door to your business. And the first place where a prospect or a customer or media or investor look or a potential employee looks to understand who you are, what you do and what you stand for. So getting that story, that strategic story front and center on your homepage, I think is really key to putting a stake in the ground and again, getting feedback on that story, testing that story, as quickly as possible.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then once you&rsquo;ve got the story and you&rsquo;ve got those initial, you know, flagship assets in place, you&rsquo;ll find that everything downstream, this happens much faster and much more effectively. Your pr, your marketing campaigns, your sales plays, even your like customer success framework, all need to ladder up, here and have a little visual here.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This all ladders up to that core strategic story. So as you can see, that strategic story really becomes the soul of your business and that fuel for your entire go to market strategy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Okay, we&rsquo;ve got a question, from our guests and coming in from Sam, let&rsquo;s see, Sam is asking, in this age where you have three seconds to capture the audience&rsquo;s attention, what tips can you share so the story is not compromised?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: So again I come back to anchoring, you know, in the context and your unique insights and your unique point of view on the market. So, you know, I think by, by putting that front and center, you&rsquo;re not only, you know, have a hook to pull people in that&rsquo;s original, that&rsquo;s bold, that&rsquo;s compelling.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But you&rsquo;ve really, started this larger conversation, around this market space that you&rsquo;re in, your point of view, that then very quickly leads them into the what and what you do and your features and your benefits and all that good stuff. And I&rsquo;m thinking here in the context of a homepage because we talk about three seconds to capture, I imagine that&rsquo;s what you&rsquo;re talking about.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Like you land on a page, how do you get the audience&rsquo;s attention? But again, lean into that point of view. Be confident in your point of view. And don&rsquo;t let somebody tell you that we should be starting with just customer logos or we should be starting with something.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some sort of bland jargon around how you drive revenue and supercharged blah, blah, blah, blah. Right. Like, a unique point of view is going to capture the right people&rsquo;s attention, right away.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Yeah. I think a lot of the homepage, first thing you see messaging, which really loses people is the very, a very obtuse sort of messaging. It&rsquo;s like we empower visionaries to be empowered to vision kind of situation, you know. And coming back to what you were talking about in terms of context and problem, I feel like that should be front and center to make sure that right off the bat, first three seconds, you know exactly who you are in terms of context and what you&rsquo;re trying to do in terms of, you know, vis a vis themselves.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And they see themselves in that. The vision and the visionary part comes in later and features and product also come in later. That the hook needs to drive to the next, the next two pieces.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Yeah. Or maybe they don&rsquo;t see themselves and that&rsquo;s okay too. Right? So having, having a clear point of view, that&rsquo;s maybe a little bit bold, maybe a little bit contrarian or unexpected. Again, brings in the right people from the get go. And it also tells others, who aren&rsquo;t, you know, the right fit, that maybe they should look elsewhere.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And, and I think, you know, qualifying disqualifying people in some ways is just as important as quality qualifying them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: We got another question from Tara who asks, has storytelling changed since the increase in use of AI, I think.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It&rsquo;s just become more important. Like the differentiation piece has become so much more important because AI, I mean, look, it&rsquo;s a great tool and absolutely, I think when it comes to bringing your story to markets, I mean, really at all points, I think it could be a great research tool in finding the story. I think it can be a great, tool to help you craft the story and certainly to take that core story, and bring it to market and translate that to all different sorts of assets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But to get to that unique storyline, that unique angle, that takes, real human conversation, and I think real human insights, and then that becomes the input into your AI to go and take that story and proliferate it in a number of ways.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But like, you know, AI, I think we&rsquo;ve all, just by looking at LinkedIn, we can all agree, like, it&rsquo;s made everybody sound the same, but we&rsquo;re already sounding the same. Like you said, you know, with, with those jargon and those buzzwords, now the differentiation is even more important, because, you know, the, the, you know, everybody could use AI to get to good enough.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But to really, differentiate, you need to, you know, to hone in on something really, really unique, and really grounded, you know, in, in that context, and in that unique point of view that only you, only you have. Right? We all, you know, we all still have our own point of views. Right, wrong or rights, there ares.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And I think that&rsquo;s one thing that, you know, AI can&rsquo;t take away from us.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Yeah. In a previous webinar, I spoke to Joelle, Irvine, a, AI consultant about how to use AI to, do the research and to ingest large amounts of, let&rsquo;s say, customer data and reviews and internal sales calls and all of that to really kind of hone in on the buyer journey and the messaging, and find patterns of how to pull that out, to use, to craft a story or to create a marketing strategy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Fantastic tool, right? Yeah, fantastic tool for all that stuff. You know, I recently, you know, was like I said, I started my career in journalism, and so. And I actually started as an editor. So in a way, like, it makes me really excited as an editor, because, you know, now I have this sort of army of AI writers, right, that could do a lot of the heavy lifting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But, you still need this really, you know, tasteful, experienced, insightful editor to, prompt the AI to give it feedback to say things like, okay, this was pretty good, but this sounds way too much like AI. That&rsquo;s one of my favorite poems, by the way. Like, write this with AI but make it not sound like AI.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right. And use these inputs in terms of the messaging and the positioning and the core story. Right. So if you have these core elements of the story, then, there&rsquo;s so many different ways that you can take that core story, and translate that into all sorts of really great deliverables.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Using AI.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Yeah, absolutely. And I think there is maybe another discussion to be had about storytelling, with AI and how to use AI to craft content and craft content in general. In saying that we are at Time, I wanted to invite everybody to connect with Dan.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can find him on LinkedIn and that&rsquo;s his website over here, founder of Storyline. And click, that button over there. Testing this out, right there on your screen. That&rsquo;ll take you to his, LinkedIn page. And you can follow him and his insights on, LinkedIn.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan<\/strong>: Yeah, and drop me a DM if you, if you found, you know, this conversation helpful, insightful or, or not. Be great to hear from you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Absolutely. Thank you, Dan, so much for joining us to the this, this month. This was an awesome chat. There&rsquo;s so many insights over here and looking forward to maybe another one coming up. For everybody else, thank you for joining us, this month and stay tuned for the recording of this webinar and more, to come.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dan: <\/strong>Amazing. Thank you, Mo. Thank you everyone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mohamed<\/strong>: Thank you.<\/p>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>To win attention and drive growth, companies need more than a good product. They need a story that captures what they do, why it matters, and why the right people should care.<\/p>\n","protected":false},"author":3,"featured_media":12121,"parent":0,"template":"","tw_product_category":[],"video-topic":[1336,1425],"video-categories":[1332],"video-tags":[1179],"class_list":["post-12119","tw_video","type-tw_video","status-publish","has-post-thumbnail","hentry","tw_video_topic-branding","tw_video_topic-strategy","tw_video_category-webinars","tw_video_tag-webinar"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Supercharge Your Strategic Storytelling with Dan Levy - Third Wunder Webinar<\/title>\n<meta name=\"description\" content=\"To win attention and drive growth, companies need more than a good product. 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