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The Platinum Rule Rules: a framework for customer-centric marketing and sales

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By
Joan Boyce
|

x min read

|
Dec 17, 2024

I recently discussed the Platinum Rule and its impact on business, sparking curiosity among colleagues who asked me to explain it further. Their interest inspired me to delve into its significance for sales and marketing by writing this two-part series, highlighting how the Platinum Rule can transform and enhance these critical business practices.

Part 1: Applying the Platinum Rule to Marketing

The Golden Rule vs. The Platinum Rule

For decades, businesses have relied on the Golden Rule—treat others as you want to be treated—to guide customer service and communication strategies. While well-intentioned, this approach assumes that everyone shares the same preferences, needs, and expectations. In today’s diverse and customer-centric world, a more nuanced and adaptable approach is essential: the Platinum Rule.

The Platinum Rule flips the perspective, urging us to treat others as they want to be treated. This shift places the customer’s individuality at the forefront, encouraging businesses to adapt their interactions to better meet the unique needs of each person.

In marketing, the Golden Rule might lead to content and campaigns that reflect your perspective, which may fail to resonate with your audience. By contrast, the Platinum Rule emphasizes empathy and personalization, creating deeper connections with your customers.

The Platinum Rule in Action: Meeting Customers Where They Are

Adopting the Platinum Rule in sales and marketing requires an intentional shift toward a more individualized approach:

Developing Customer Personas

By creating detailed customer personas that reflect varied preferences and behaviors, businesses can anticipate how different segments of their audience want to be treated. This helps marketers tailor their messaging and approach in ways that resonate with each unique group.

Personalized Communication

Instead of using a blanket approach, sales teams can engage clients in a way that speaks to their personal preferences, whether that’s through preferred communication channels, tone, or the depth of detail provided. This level of customization helps build trust and fosters a feeling of true partnership.

Now, let’s explore how this principle can be applied to persona development, content strategy, and data integration for nurturing campaigns that engage and delight your audience, customers and potential customers.

Customer-Centricity Through Persona Development

Developing customer personas is foundational to any marketing strategy. However, truly effective personas go beyond surface-level demographics; they integrate insights about personality types, preferences, and communication styles. Adopting the Platinum Rule means understanding your audience as a market segment and as individuals with unique needs.

Personality Types and Personas

Here’s how four personality types may align with marketing preferences, allowing you to create targeted and personalized campaigns. (Meyers Briggs personality types are in parenthesis):

📈 Analytical (INTJ, INTP):

Preferences: Logical, data-driven content with in-depth analysis.

Effective Content: Case studies, research reports, and ROI calculators.

Messaging: Structured, factual, and free of unnecessary embellishments.

🎯 Driver (ENTJ, ESTJ):

Preferences: Concise, results-oriented content with a focus on efficiency.

Effective Content: Infographics, executive summaries, and product demos.

Messaging: Direct, confident, and centered on measurable outcomes.

😊 Amiable (ISFJ, ESFJ):

Preferences: Warm, relationship-focused content emphasizing collaboration.

Effective Content: Testimonials, community-driven initiatives, and how-to guides.

Messaging: Empathetic, encouraging, and approachable.

🎨 Expressive (ENFP, ESFP):

Preferences: Bold, dynamic content that entertains and inspires.

Effective Content: Videos, interactive campaigns, and social media storytelling.

Messaging: Energetic, personal, and engaging.

Collecting and Organizing Data for Personalization

To apply this effectively, you’ll need actionable insights about your customers’ personality types. Here’s how:

  • Leverage Your Sales Team: Train your sales team to identify personality types during customer interactions. Simple cues—like communication style, tone, and questions—can offer valuable clues about a customer’s preferences.
  • Integrate Insights into Your CRM: Create custom fields in your CRM to categorize customers by personality type. This allows you to store, track, and leverage this data to tailor your campaigns.

Develop Tailored Nurturing Campaigns for Your Sales Team: Use this data to build targeted nurturing campaigns that your sales team can use for follow-up. For example:

📈 Analytical: Provide white papers or detailed follow-up reports.

🎯 Driver: Copy should be succinct and demonstrate measurable outcomes.

😊 Amiable: Highlight collaborative successes or opportunities to connect. 

🎨 Expressive: Share bold, engaging videos or content that’s both fun and informative.

Supporting Sales with Training and Messaging

Equipping your sales team is critical for sustaining customer-centric efforts. Provide training on recognizing personality types and offer messaging templates that align with each type’s preferences. 

(More on this in Part 2 of this series, where we’ll explore tailoring sales interactions to different personality types.)

Why This Matters

When you tailor your marketing and sales approaches based on personality-driven insights, you:

👥 Foster a sense of being truly understood by your customers, deepening engagement.

🎯 Reduce the risk of misaligned messaging, which can alienate or disengage prospects.

📩 Build long-term loyalty through personalized, meaningful interactions.

Failing to apply the Platinum Rule can mean the difference between earning a lifelong customer and losing them to a competitor. By aligning marketing efforts—content, personas, and nurturing campaigns—with your customers' unique personalities, you foster deeper connections and this can result in stronger engagement outcomes.

Stay tuned for Part 2, where we’ll dive into how this principle transforms sales strategies!

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