Solving the Most Frustrating Part of Marketing as a Process for Small Business

Patrick McFadden

When I founded Indispensable Marketing I spent most of my time telling any small business owner that would listen that this may be hard for you to come to grips with but “marketing is a process, not an event.”

It can be compared to breathing.  You can’t live very long from a single breath. It takes many breathes, one right after another. Marketing is the same. You will not attract, obtain, and keep customers with one marketing action. You keep breathing to stay alive. You keep marketing to generate leads,   make the phone ring, cause people to ask for your product/service, visit with you, request for more information or try a test run.

To understand how to approach marketing as a process for your business, it may be helpful to understand my definition of marketing:  Marketing is getting someone who has a need to first become aware of you and then trust you enough to buy.

Now to gain this awareness, earn this trust and be considered during the purchase you need a process approach to marketing.

Below you’ll find the marketing process that addresses today’s marketing and sales challenges for small businesses. I’m unlocking these 7 secrets from the hidden and behind-the-scenes discussions I’ve had with businesses owners and CEOs over the years.

1) Start with Strategy

Strategy and tactics are both important to your marketing success. But there is a priority to them. Strategy development and conversations always come first. If you develop a clear strategy, you will attract the right tactics. If you don’t have a clear strategy, no tactic will save you.

The way you start with strategy is to decide who matters and what matters. You must spend time narrowly defining your ideal clients and finding some unique proposition that these ideal clients value before proposing any tactics aimed at lifting sales.

2) Know where your customers are going

The next step involves The Customer Journey. This intentional process asks you to view your business in 5 stages and discover how you will move your prospects from awareness of your business/solution, to educating them on the benefits/problems you solve, sampling your expertise/solution, purchasing your core offering, and referring others to your business.

Nothing matters more to a business than how they make customers feel during their experience with the brand. How the customer feels determines whether your business survives or sinks. The secret to organic growth is great customer experiences, not the marketing done in the pages of a magazine, newspaper, trade publication, on TV, social media post or other media outlets.

3) Become a media company

In almost every industry today you are first a media company, then whatever your core expertise is. Media company/Accounting firm, media company/repair service, media company/HVAC services, media company/construction contractor.

Every element of marketing today relies on some form of content to create awareness, educate customers, create sample engagements, improve the purchase experience, and generate referrals properly. In this step business owners must commit to creating content much like a publisher might. Not just any content though, you need to create content that works as marketing – building know, like and trust, some even consider this the new branding.

The Internet has disrupted the traditional sales process, allowing the prospective customer or client to begin on their own terms via search and social media. This means savvy business owners must adapt to the information-empowered prospect in a fashion that more resembles courting than it does selling.

The best way to produce content that works as marketing is to have it focus on the problems and desires of prospects and customers. It’s all about delivering independent value with content before you attempt to make the sale.

4) Build online to offline engagement

The majority of today’s purchase decisions involved some amount of research online. Your business must be easily found online, easily engaged online, and easily communicated with online to facilitate offline engagements (calls, meetings, etc.) This requires a focus on:

  • Content Marketing
  • SEO
  • Social Media participation

The smart way to approach this is to treat content marketing, social media and search engine results as aspects of a holistic strategy centered around content.

Ultimately, integration is what makes all this marketing work. Marketing is a one-two-three-four punch. In business, potential prospects are sent electronic and traditional communication, called for follow-ups, visited in-person and presented with digital, TV and radio ads. One ad, in a vacuum, is usually not enough to convert target audiences. Similarly, you should realize that no one tactic bests all the others. Tactics don’t compete with each other, they compliment each other.

Until you view your online and offline marketing as one integrated whole you’ll continue to fall prey to the shiny object syndrome.

5) Mix lead generation

Lead generation is essentially a game of finding the right mix. There is no one magic way to generate tons of leads.

One mistake some business owners make is to rely on one or two ways to generate leads. In many cases, there will be one of two ways that seem most effective.

Speaking, for example, is a great way to present your ideas and brand to willing prospects. But, to build a winning business you need to generate awareness and trust by appearing everywhere – integrating online and offline.

This means speaking, writing, advertising, PR, and referral generation. The impact of multifaceted lead generation is that it speeds the sales cycle dramatically and often removes proposals and price shopping.

A prospect that sees an ad reads an article and finds your quote on an industry news site can effectively sell themselves. If you rely on one form of awareness you may indeed get attention, but the education process will be much greater.

6) Walk leads down a roadmap

In the same way that your marketing process generates leads, you need to also take that same process approach when a prospect wants to learn more.

Have a well thought out roadmap that every new lead walks, a way to develop trust and rapport, and a proven process for orienting new clients. This can positively influence the results you experience.

7) Realize you’re never done

One of the little secrets of marketing is that it’s a process; it’s NOT an event. It’s a process that has the beginning and the middle, but if you’re going about it right, it does not have an ending. It is a never-ending process.

Every business owner essentially wants to know the one thing they can do to get massive results, the magic pill they can take, the one bit of advice from an expert that will turn the ship around.

Truth is, marketing is mostly a bunch of hard work, done consistently.

Once you build the various elements of your marketing process you must map it out on a calendar, test, analyze, tweak and improve it continuously.

By Patrick McFadden May 2, 2025
Ask anyone in tech where AI is headed, and they’ll tell you: “The next leap is reasoning.” “AI needs judgment.” “We need assistants that think, not just answer.” They’re right. But while everyone’s talking about it, almost no one is actually shipping it. So we did. We built Thinking OS™ —a system that doesn’t just help AI answer questions… It helps AI think like a strategist. It helps AI decide like an operator. It helps teams and platforms scale judgment, n ot just generate output. The Theory Isn’t New. The Implementation Is. The idea of layering strategic thinking and judgment into AI isn’t new in theory. The problem is, no one’s been able to implement it effectively at scale. Let’s look at the current landscape. 1. Big Tech Has the Muscle—But Not the Mind OpenAI / ChatGPT ✅ Strength: Best-in-class language generation ❌ Limitation: No built-in judgment or reasoning. You must provide the structure. Otherwise, it follows instructions, not strategy. Google DeepMind / Gemini ✅ Known for advanced decision-making (e.g., AlphaGo) ❌ But only in structured environments like games—not messy, real-world business scenarios. Anthropic (Claude), Meta (LLaMA), Microsoft Copilot ✅ Great at answering questions and following commands ❌ But they’re assistants, not advisors. They won’t reprioritize. They won’t challenge your assumptions. They don’t ask: “Is this the right move?” These tools are powerful—but they don’t think for outcomes the way a strategist or operator would. 2. Who’s Actually Building the Thinking Layer? This is where it gets interesting—and thin. Startups and Indie Builders Some small teams are quietly: Creating custom GPTs that mimic how experts reason Layering in business context, priorities, and tradeoffs Embedding decision logic so AI can guide, not just execute But these efforts are: Highly manual Difficult to scale Fragmented and experimental Enterprise Experiments A few companies (Salesforce, HubSpot, and others) are exploring more “judgment-aware” AI copilots. These systems can: Flag inconsistencies Recommend next actions Occasionally surface priorities based on internal logic But most of it is still: In early R&D Custom-coded Unproven beyond narrow use cases That’s Why Thinking OS™ Is Different Instead of waiting for a lab to crack it, we built a modular thinking system that installs like infrastructure. Thinking OS™: Captures how real experts reason Embeds judgment into layers AI can use Deploys into tools like ChatGPT or enterprise systems Helps teams think together, consistently, at scale It’s not another assistant. It’s the missing layer that turns outputs into outcomes. So… Is This a New Innovation? Yes—in practice. Everyone says AI needs judgment. But judgment isn’t an idea. It’s a system. It requires: Persistent memory Contextual awareness Tradeoff evaluation Value-based decisions Strategy that evolves with goals Thinking OS™ delivers that. And unlike the R&D experiments in Big Tech, it’s built for: Operators Consultants Platform founders Growth-stage teams that need to scale decision quality, not just content creation If Someone Told You They’ve Built a Thinking + Judgment Layer… They’ve built something only a handful of people in the world are even attempting. Because this isn’t just AI that speaks fluently. It’s AI that reasons, reflects , and chooses. And in a world that’s drowning in tools, judgment becomes the differentiator. That’s the OS We Built Thinking OS™ is not a prompt pack. It’s not a dashboard. It’s not a glorified chatbot. It’s a decision architecture you can license, embed, or deploy— To help your team, your platform, or your clients think better at scale. We’ve moved past content. We’re building cognition. Let’s talk.
By Patrick McFadden May 2, 2025
In every era of innovation, there’s a silent bottleneck—something obvious in hindsight, but elusive until the moment it clicks. In today’s AI-driven world, that bottleneck is clear: AI has speed. It has scale. But it doesn’t have judgment . It doesn’t really think . What’s Actually Missing From AI? When experts talk about the “thinking and judgment layer” as the next leap for AI, they’re calling out a hard truth: Modern AI systems are powerful pattern machines. But they’re missing the human layer—the one that reasons, weighs tradeoffs, and makes strategic decisions in context. Let’s break that down: 1. The Thinking Layer = Reasoning with Purpose This layer doesn’t just process inputs— it structures logic. It’s the ability to: Ask the right questions before acting Break down complexity into solvable parts Adjust direction mid-course when reality changes Think beyond “what was asked” to uncover “what really matters” Today’s AI responds. But it rarely reflects. Unless told exactly what to do, it won’t work through problems the way a strategist or operator would. 2. The Judgment Layer = Decision-Making in the Gray Judgment is the ability to: Prioritize what matters most Choose between imperfect options Make decisions when there’s no clear answer Apply values, experience, and vision—not just data It’s why a founder might not pursue a lucrative deal. Why a marketer might ignore the click-through rate. Why a strategist knows when the timing isn’t right. AI doesn’t do this well. Not yet. Because judgment requires more than data—it requires discernment . Why This Is the Bottleneck Holding Back AI AI can write. It can summarize. It can automate. But it still can’t: Diagnose the real problem behind the question Evaluate tradeoffs like a founder or operator would Recommend a path based on context, constraints, and conviction AI today is still reactive. It follows instructions. But it doesn’t lead. It doesn’t guide. It doesn’t own the outcome. And for those building serious systems—whether you’re running a company, launching a platform, or leading a team—this is the wall you eventually hit. That’s Why We Built Thinking OS™ We stopped waiting for AI to learn judgment on its own. Instead, we created a system that embeds it—by design. Thinking OS™ is an installable decision layer that captures how top founders, strategists, and operators think… …and makes that thinking repeatable , scalable , and usable inside teams, tools, and platforms. It’s not a framework. It’s not a chatbot. It’s not another playbook. It’s the layer that knows how to: Think through complex decisions Apply judgment when rules don’t help Guide others —human or AI—toward strategic outcomes This Is the Missing Infrastructure Thinking OS™ isn’t just about better answers. It’s about better thinking—made operational. And that’s what’s been missing in AI, consulting, leadership development, and platform design. If you’re trying to scale expertise, install judgment, or move from tactical to strategic… You don’t need a faster AI. You need a thinking layer that knows what to do—and why. We built it. Let’s talk.
By Patrick McFadden April 27, 2025
“Most companies can scale process. Very few can scale how they think.”
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