Client Behind-the-Scenes: Inside the Journey of 2 Entrepreneurs Turning Expertise into Influential IP

This year, two clients have given me permission to publish details from my 1:1 advisory engagements publicly with you, so you can see what it takes to refine a mountain of expertise into 1 signature idea, powerful IP, and signature speeches and stories.

In this series, you’ll learn to diagnose why you might feel scattered in your messaging, why your ideas or posts aren’t creating passionate fans, and what it really takes to earn bigger and better stages, both literally and figuratively.

These individuals arrive with plenty of competence. The goal is to help them achieve greater resonance. Like you, they are genuine experts in their industries. Also like you, they’re realizing it’s possible to be deeply respected in your field but still feel replaceable or constantly stuck reacting and chasing. There’s a big difference between being great at Your Thing and being a trusted voice who shapes how people think about the very same topic. 

***

If you’re ready to differentiate easier and resonate deeper, if you’re tired of the hamster wheel feeling and ready to grow with more momentum in the market, this series is for you.

About once per month, you’ll get a front-row seat as I help them (1) experience breakthroughs in clarity and memorability, (2) craft frameworks, stories, and speeches, and (3) face the unexpected challenges and regular realities that come with growing a business based on your expertise in a world drowning in advice content, competitor services, infinite noise, and even more infinite (not a thing, but go with me) AI hype.

Subscribe to my newsletter at the bottom of this page to ensure you don’t miss future editions.

To get started, let’s meet our entrepreneurs…


Kevin Leahy is the founder of the podcast strategy and production firm Podcast Pointman. He’s a former producer for Guy Raz (the famous ex-NPR host who created the shows How I Built This and The Great Creators). Kevin previously helped Guy build his production company before he started Podcast Pointman, and today he has achieved real revenue and built a small team. But he’s feeling pressure from all angles:

  • Can he keep the team invested and growing? 

  • How should he reconcile his pride in being a deep technical expert in podcasting with his need to speak to his client’s business and brand realities?

  • Can he remain a good CEO and business-builder while still supporting his family’s needs, his goals as a dad, and his family’s upcoming cross-country move—from 1 expensive US city to another, even more expensive city? 

  • How should he grapple with shrinking client budgets, while competing with tons of similar firms and freelancers and even (say it with me now) AI?


Susan Boles is a former COO and CFO who then spent several years running her first business, a consulting and education firm called Beyond Margins, helping entrepreneurs run calm companies. In 2026 however, she moved beyond Beyond Margins (heh…) to start a new business, Unpublic, offering services and education to help creators stay safe online as they get more visible. She’s feeling the stress of navigating an unending list of existential questions: 

  • Looming largest is her topic. Safety and dealing with audience members that tip from fans to stalkers isn’t exactly a sexy idea. Most scroll past or want to spend less time thinking about it, not more. How can Susan stake a claim to the idea and build an entirely new brand around it? What tangential topics or broader topics might need coverage across her platform, but without distracting from her core ideas?

  • What should she keep and what should she kill from her last business, when there’s so much overlap in her focus on “calm” businesses?

  • How can she juggle the need to win and service clients right now while also modeling out repeatable offerings, signature IP, and all the various projects (website, content, diagnostic tools, webinars, keynotes) that help her actually grow her business?


The value they see in working with me is similar, like increasing feelings of clarity and momentum, seeing more passionate support of their ideas and clear impact in their market, and winning ideal clients at higher prices and with less friction. However, each of them have some unique challenges we’re facing together, which will become clear as this series unfolds.

Because I work exclusively with folks who already bring expertise and a history of results, part of what I want to put on display is how I’m tailoring and personalizing my approach to different people—so you can take the same techniques and frameworks and apply it in your own situation too.

Before Kevin and Susan began working with me, one thing was already clear. 

  • They’re smart enough. 

  • They’re expert enough. 

  • But their IP isn’t strong enough.

Through our work together, we’ll ensure they’ll both be able to compete on the impact of their ideas, not the volume of their marketing. This will allow them to truly own their ideas publicly (an empowering feeling) and to “get off the spreadsheet” of competitive vendors and voices. No more chasing attention. They’ll become the experts their clients proactively seek.

Their Unique Situations

Kevin is scaling. His business, Podcast Pointman, has been going for awhile. Now he’s ready to make growth easier. 

Kevin is also stepping outside his comfort zone. He’s used to client delivery. He loves it. He told me, “I’m much more comfortable fulfilling the work.” I told him, “That’s great. Let’s make sure you have fulfilling work too.” Kevin is getting ready to become a more known, trusted voice, while leveraging the depth of technical expertise and the nuanced thinking he’s used to build his career and business.

Unlike Kevin, Susan isn’t scaling something. She’s starting something. As an entrepreneur, she’s very experienced, and in her industry (safety and security), she’s quite an expert. But her business is brand new. She wants to start strong, having experienced the power of a premise for her last business. (Susan previously hired me to develop her premise and IP for that business too. She’s felt the difference between talking publicly about relevant topics and actually owning your ideas.)

The Difference Between Competence and Resonance

In the end, both our experts will emerge with higher-impact ideas, and they’ll understand how to clearly and consistently communicate those ideas in ways that ensure others actually see them as higher-impact too. It’s one thing for each of us to be convinced of our value and our originality. It’s another matter entirely to convey that to others. What you know might matter, but it’s what you say and how you say it which determine whether others care.

With both clients, we’re working across a few key needs for their public platforms:

  • Premise development (extracting their perspective and shaping it into a logical, long-form argument to buy into their thinking, plus the medium-length language they’ll need to message their premise and the short-form, repeatable quotes that stick in people’s minds and get shared reliably)

  • IP development (packaging their expertise and advice as branded terms, signature frameworks, repeatable methodologies, and more)

  • Signature storytelling (turning examples or metaphors about others and from their own lives into their go-to stories, reusable everywhere they go)

  • Public speaking (deploying what we build as signature talks, and the success materials and systems they’ll need)

  • Content strategy (making the switch from checking boxes to exploring and owning their ideas in the market)

The Gift and the Burden of Being as Good as You Are

The trouble is, when you’re like Kevin and Susan, you’re far from a beginner. You bring a mountain of material and expertise to this moment. Yes, it contains some gold, which you’ve watched others praise before. That has you excited. But you’re likely also feeling a bit suffocated, because you keep tinkering on language, keep wondering what you are and who you are, in a business context. You can’t figure out what THE idea should be, let alone how to articulate exactly “it.” So you’re searching, you’re feeling scattered, and you’re watching folks get more or better opportunities, as your internal narrator grumbles, “I’m better than them. That should be me.”

We’ve all encountered individuals who seem to put all the parts and pieces together. They have real expertise AND a personal style. They have depth of insight AND connect interpersonally. They’re visible yet substantive, like the keynote speaker who is a great performer and storyteller AND wildly practical and useful AND changes how you think and execute forever AND—

Those people weren’t gifted that ability at birth. It was learned. Their talks, guest appearances, books, posts, and overall public platforms are higher-impact because they knew how to refine their thinking into the right ideas and assets to elevate their position in the market. Not only that, they figured out the right way to message those things so others deeply care. They understand that the purpose of their marketing isn’t to “get in front of others.” That’s not why we communicate. We communicate so that others might care about the same things we care about. Again, that’s a craft you can learn, but it starts as a choice you must make.

The world has enough pretenders who are full of hype (and full of other stuff too). My job is to equip people like Kevin and Susan – people like YOU – with the tools and language and assets needed to stand out and resonate. For that, we need good frameworks and a more focused, repeatable practice. Kevin and Susan have benefitted from their mountain of expertise. It’s gotten them to this point. But to get where they’re trying to go, they need to package and communicate their expertise in more repeatable, scalable, resonant ways.

You can do the same thing.

Don’t market more. Matter more. When you matter more, you need to hustle for attention less.

Think resonance over reach.

Don’t be the best. Be their favorite.

***

If you’re reading this and seeing yourself in this story, stay subscribed for my monthly updates about Kevin and Susan, or book an exploratory call with me to discuss working together in a similar way.

To get the next edition of this series, subscribe to my newsletter below.

Marketing General