Playbook

How to Build Relevance in Your Marketing (The Practical Guide)

  • Scaling & Strategy
  • 17 min read
Eight elements locking into place in orderEight numbered bars stack from top to bottom, each one sliding into place after the one above it, from Avatar down to Offer.1Avatar2Unfair advantage3Positioning4Messaging5Create content that sells6Brand story7Methodology8Offer
Each element rests on the one above it.

Every year, more people start businesses in your exact niche. That part hasn't changed since I first wrote about this. What's changed is the shortcut everyone's reaching for to deal with it.

AI can write you a hundred headlines in the time it takes to read this sentence. It cannot tell you which one your market will read and think "that's me." Only research does that. Which means the research just became the scarce asset in marketing, not the copy.

I've been teaching Relevancy as one-third of the ROI Method (Relevancy, Omnipresence, Intimacy) since 2015. If you want the full framework, the diagnostic on which pillar is your real constraint, and the sequencing logic between the three, that lives at /frameworks/roi-method. This piece isn't that. This piece is the thing nobody wants to do the work on: how you build relevancy, from a blank page, using real research instead of a vibe.

Because here's what I've watched happen to hundreds of Entrepreneurs I've worked with over the years. They get the framework. They nod. They agree that relevancy matters more than reach. And then they go write the same generic copy they were writing before, because knowing you need relevancy and knowing how to construct it are two completely different skills.

This is the how.

What relevance in marketing really is

Relevancy is what gives you the ability to draw someone's attention and keep it. It's how you get people interested and invested in what you offer. It creates the way your business is positioned in someone's mind, and it determines how your offers get received before they ever see a price.

It's what you're saying to your market that pulls people in. It's what makes someone stop scrolling and think "this is for me." That reaction, the one where someone feels caught out, seen, understood, before they've even decided to trust you yet, is relevancy landing.

I've watched Entrepreneurs build large followings, get plenty of engagement, tons of people consuming everything they publish, and still struggle the moment it's time to convert that attention into revenue. Usually the messaging is fine. The problem sits somewhere else in the stack, positioning or offer, and no amount of better copy fixes a structural gap underneath it.

You can't be relevant if you don't know who you serve, what your actual offer is, and how you're positioned. If someone can't tell instantly that what you're offering is specifically for them, they won't give you the time it takes to find out. From what I've seen across fifteen years of doing this, the Entrepreneurs who are relevant to a specific group of people are the ones making the most money in that niche, consistently, regardless of how crowded it looks from the outside.

There's no competition, only someone more relevant than you

I don't fully believe in competition as most people frame it. I believe some people are more relevant to a specific group than others are, and that's what separates outcomes in a niche. Relevant people get the better clients, at better prices, with more satisfied outcomes, while doing objectively similar work to everyone else in their space.

Most Entrepreneurs don't think hard enough about the foundations underneath their relevancy. How their messaging is building or draining it. And the frustrating part is that small changes to your messaging don't show up as immediate, obvious results. There's a lag between doing the research work and seeing the number move, which is exactly why most people give up on it before it compounds.

That lag is also why AI-generated copy feels so seductive right now. It's instant. Relevancy work isn't. But instant and effective aren't the same thing, and the businesses treating AI output as a replacement for research are going to find that out the expensive way.

The eight elements of building relevance

I've taught this for years, refined it across hundreds of Entrepreneurs I've helped scale, and used it building my own businesses. There are eight pieces. They build on each other in order. You can't skip from avatar straight to brand story and expect it to hold.

The eight elements, in sequence

Work through these in order.

0 of 8

  1. Avatar: identify your ideal customer

    Next in order

    You need one specific person in mind, not a demographic, not a cluster of overlapping audiences you're trying to serve at once. Go into extreme, uncomfortable detail about this one person.

    The resistance to this is always the same. Why narrow it down when you could serve everyone who might benefit? Scarcity thinking shows up immediately the moment I bring this up with a mentee.

    Here's the honest cost. If you commit to a real avatar, you'll start saying no to people you'd have said yes to before. That's less money in the short term, and I won't pretend otherwise.

    What you get in exchange:

    • A better business, optimized for the exact person you're serving, because you can build higher-quality offerings around one clear picture instead of a compromise
    • Smoother client relationships that take less of your energy and resources to maintain
    • The ability to serve more of the clients who are a genuine fit, which is where the revenue and profitability come from
    • Customers who resonate with you because you understand them at a level generic messaging can't reach
    • Becoming the person people think of first in your niche
    • Fewer draining client relationships, which leaves you with more energy for the business itself

    Not doing this in the agency I grew into a multi-million dollar business is a direct reason I ended up a million dollars in debt. I was trying to serve everyone. So commit to one avatar. Be the big fish in the small pond, not the medium fish everywhere.

    This is also where the AI-era trap shows up first. You can ask a model to "write me a customer avatar" and it will hand you something plausible, generic, and useless, because it's built from patterns across every avatar prompt it's ever seen, not from your actual customers. Without your customers' real words in it, an avatar is just a guess wearing a template.

  2. Unfair advantage

    Next in order

    People make emotional decisions, not rational ones, which means your best shot at being relevant is amplifying whatever nobody else can copy about you. It should be a major piece of your positioning and marketing, for the simple reason that it's the one part of your business that's yours alone.

    Your customers want a real connection to you, and your unfair advantage is what lets you engage the people you want to work with, without a filter and without guessing. Whenever I dig into what makes someone relevant at the root, it comes back to this: who they really are. That's why two Entrepreneurs can sell an almost identical product and one dramatically outsells the other.

    Finding it doesn't require a years-long self-exploratory journey, whatever the personal-development industry has told you. You need to dig into your actual experiences, skills, talents, knowledge, character, and connections, and look straight at what's real and different there instead of what you'd like to claim is different.

  3. Positioning: stand out in your industry

    Next in order

    Everyone's heard of positioning. Very few people understand it. It's a little like wanting something before you have any real ability to get it. Unlike your offer or your landing page, you won't see immediate results when you fix your positioning, and if it doesn't align with everything else you're doing, you won't get the benefit even after you fix it.

    I didn't understand positioning early on. I didn't even fully understand what it was. What I eventually realized is that it's one of the major keys underneath relevancy, because if you get it wrong, nothing else makes sense. If you're helping people scale to seven figures and your flagship product is priced at $47, that's incoherent, and the market feels the incoherence even when they can't name it.

    After working with hundreds of seven-figure businesses on this exact problem, the pattern is consistent: positioning has to be tested against how the market perceives it, not just how you intend it.

  4. Messaging: attract the right people at the right time

    Next in order

    Messaging is the piece most Entrepreneurs ignore, and it's one of the most consequential parts of everything you do in marketing. Get it wrong and you attract the wrong people, in the wrong mindset, at the wrong time, no matter how good your offer is underneath it.

    The seeds for the ROI Method were planted years before I put words to it, and one of those seeds was what I originally called the SSF Method, built around the Sidewalk, Slow Lane, and Fast Lane. The core idea: your audience is three groups at three different stages of awareness, and each group needs a different message.

    Messaging is finding someone based on the lane they're really in and reflecting their problem, their pain, and their vision of what's on the other side of it back to them accurately. Get the lane wrong and the best copywriting in the world won't save the message.

    I go much deeper into the lane mechanics, including how to write differently for each one, in /blog/marketing-messaging.

    • Sidewalk:: they're feeling pain but don't understand it yet. They know something's wrong. They don't know what or why.
    • Slow Lane:: they're aware of the problem and actively looking for a way to solve it.
    • Fast Lane:: they understand the problem, can see a viable solution, and are ready to act. This is roughly 3 to 5 percent of any market, and it's also where most people aim all their messaging, which is exactly why so much marketing underperforms. You're writing to the smallest lane and ignoring the other 95 percent.
  5. Create content that sells

    Next in order

    Pushing people straight to a sales page rarely gets the results you want. A better approach uses free content to move someone from not knowing you to trusting you, so that by the time you make the offer, saying yes is the obvious next step rather than a leap.

    Once your avatar, positioning, unfair advantage, and messaging are dialed in, content's job is to attract the right avatar, reinforce your position, show your unfair advantage, and move people between lanes until they're ready.

    It's not about picking one content type and running it forever. Long-form content that demonstrates expertise is useful, but on its own it doesn't sell anyone. As part of a bigger system, sequenced against where someone really is, it moves them closer. That's the difference between an influencer with a large following who can't close a sale, and a smaller creator whose content is built with sequencing in mind.

    A concept from my more recent teaching that belongs here: jargon isolates. If your content is full of insider language your niche uses but a genuine newcomer wouldn't recognize, you're narrowing your own funnel without realizing it. Specialist language should get translated down to something almost anyone could follow, and the reason has nothing to do with your audience being unsophisticated. Clarity travels further than cleverness does. Aim to be understood by someone one full step outside the room, not to sound smart to the people already inside it.

  6. Brand story: resonate and build trust

    Next in order

    Most people struggling for traction online are hiding too much of themselves. Your unfair advantage needs to show up in your branding, and your brand story is what builds trust and lets people resonate with you rather than just agree with you intellectually.

    Your brand story might be the single most important part of your branding when it comes to relevancy. I discounted this for years myself. I had clients go through the brand story process I'd built while never doing it for my own business, on the theory that if I was good enough, people would follow regardless. That's not how it works. In a world with infinite content, people give sustained attention to those they can connect to through story, because story is what lets someone live vicariously through your experience instead of just reading your claims.

    You don't need to be a master storyteller. You need to be authentically yourself, consistently, in public.

    This is also where relevancy and resonance split apart, and it's worth being precise about the difference, because I taught relevancy alone for close to a decade before I fully understood resonance was doing half the work the whole time. Relevancy is the intellectual case, the part of someone's brain that says "this checks out, this person understands my situation." Resonance is the felt case, the part that says "I trust this person, I feel safe here." Your brand story is one of the main levers for resonance. You can have airtight positioning and a perfectly targeted avatar and still fail to move anyone if there's no story underneath it for them to feel something about. The reverse is just as true. Plenty of magnetic, resonant creators undermonetize for years because they never built the relevancy layer that makes the emotional connection convertible. You need both.

    Relevancy without resonance reads as correct and forgettable. Resonance without relevancy feels good and never gets bought.

  7. Methodology: boost authority and credibility

    Next in order

    It's hard to scale a business without a methodology, even early on, and having one closes deals faster. It doesn't need to be new to the world. It needs to consolidate what you know into something nameable, because that alone builds credibility and authority in a customer's mind.

    People skip this constantly. They publish informational content without ever packaging what they know into a system. Prospects will still believe you can deliver, individually, but they won't trust anyone else on your team to deliver the same result, which caps how much you can scale past your own personal capacity.

    It's easier to sell someone a methodology than to sell them on you as a person. It's faster, it makes the path to the result legible, and legibility is most of what makes selling easier. Building a methodology doesn't take the weeks people assume it does. I built the core of the ROI Method in a day and have spent years since refining it. You can do the same with what you already know. Start with what you already do with clients, and name the pattern.

  8. Offer: develop and validate one that sells

    Next in order

    The offer is the last piece, and it's where relevancy either clicks into place or falls apart. Most Entrepreneurs have an okay offer that doesn't align with everything else in their relevancy stack, which puts a ceiling on how effective it can ever be, without them ever seeing the ceiling.

    A right offer simplifies everything downstream of it. It's the difference between grinding for every sale and having sales feel like the natural conclusion of everything that came before it. A strong offer also creates happier customers, which generates more referrals, which compounds into easier sales and faster growth over time.

    The decisions that matter here are about which business model you're really running and how your offer maps to it. Getting this wrong is one of the most common reasons Entrepreneurs make scaling harder than it needs to be.

Bringing it together

There are a lot of pieces to becoming and staying relevant, and if you apply all eight, it takes real time to execute. The question is how they come together into something coherent rather than eight disconnected checkboxes.

Most Entrepreneurs I work with have one or more of these dialed in already. If they didn't have any of them working, they wouldn't have a business at all. What moves the growth curve is adding whichever pieces are missing while sharpening the ones that already exist, not perfecting one piece in isolation.

How the pieces compound

  1. The better your offer, the more you're able to sell it.
  2. The better your offer and the more defined your avatar, the more relevant you become.
  3. Improve your messaging and create content consistently, and more people reach out, which reinforces your position as the go-to person in your niche.
  4. Add your brand story and your unfair advantage to show more of who you really are.
  5. Build a methodology that makes the path to the result obvious.
  6. And at every step, the sale gets easier to close.

I don't want you thinking about relevancy as a funnel stage. It shows up in every interaction someone has with you, in your content, your sales calls, your social presence, your ads, your website, everywhere. Anything you create to attract customers that skips this process is going to be difficult to scale, and difficult to fill with the kind of customer you want to work with.

Work through these in order. You can't go backward from story to avatar and expect it to hold, because each one is built on the assumption that the one before it is already solid. Get all eight right and it stops feeling like marketing. It starts feeling like recognition.

The research work AI can't do for you

Here's where this piece has to update for where the market really is.

Every one of the eight elements above depends on one thing underneath it: knowing your customer's actual language. Not your language for their problem. Theirs. The words they use in a DM, on a call, in a review, when nobody's trying to sell them anything and they're just describing what's wrong.

I keep a bank of these. Actual quotes, pulled directly from calls and messages with the Entrepreneurs I work with, sorted by pain, fear, desire, and result. Lines like someone describing their week as "notes coming out my ear rolls" from information overload, or a founder saying revenue's "in the shitter," or someone naming the exact moment they lost trust in their own decision-making after a launch went sideways. Nobody writes copy in those words unless they've sat in the room and listened for them. That's the whole exercise. Voice-of-customer work is not a brainstorm. It's a transcription job. You go find where your market is already talking, unprompted, and you write down exactly what they said.

This is the part AI has no way to do for you, and I mean that as a documented, tested position, not a hedge to sound balanced. A model can generate infinite headline variations, infinite email drafts, infinite ad angles, all grammatically flawless, all instantly available. What it cannot do is know that your specific market says "in the shitter" instead of "underperforming," or that they describe overwhelm as "notes coming out my ear rolls" instead of "cognitive load." It doesn't have access to that language unless you feed it in, and if you have to feed it in, you already did the hard part yourself.

That's the actual shift. The research used to be one input among several. Now it's the only input that can't be automated around, which makes it the scarce asset in a market where everyone has access to the same generation tools. Two Entrepreneurs with identical AI subscriptions will produce wildly different marketing, because one of them fed the model real customer language and the other fed it a guess. The gap between those two outcomes is the whole game now.

This also changes what a good email requires, not just what a good ad or a good landing page requires. From what I've taught on this for years, a great email comes down to five things. You know the specific subgroup of your list you're writing to, not the whole list at once. You're writing from a genuine emotion, not a manufactured one. You're reinforcing the reader's future identity instead of their current one. You're matching the message to where that specific reader is in the Sidewalk, Slow Lane, or Fast Lane. And you're matching the underlying level of consciousness that reader is operating from. Every one of those five depends on research you did before you opened the draft, not cleverness you apply while writing it. A model can help you execute all five once you've done the diagnosis. It cannot do the diagnosis for you, because the diagnosis lives in your list, your calls, your actual customers, not in the model's training data.

One technique from that same body of teaching depends entirely on research holding up: writing as if the reader already has the identity they're trying to reach. Instead of building the case for why someone should want to be a seven-figure Entrepreneur, you write to them as if they already are one, and let them step into that frame rather than trying to sell them on wanting it. This only works if you know exactly what that identity sounds like from the inside, in their own words, which is exactly the research this section is arguing for. Try to shortcut that identity work with a generic AI prompt and you get a hollow version of the technique, the kind of copy that sounds aspirational to nobody in particular because it was never built from anyone in particular.

Practically, this means the work looks like this. Pull your last fifty sales call transcripts, or your last hundred DMs, or your reviews, and read them for language, not content. Don't summarize what they said. Copy their exact words. Build your own version of that pain, fear, desire, result bank. Then, when you sit down to write anything, whether you're drafting it yourself or directing a model to draft it, you're not asking "what should I say." You're asking "which of these real phrases belongs in this specific piece." That's the difference between AI-assisted marketing that resonates and AI-generated marketing that reads like it was written by someone who's never met the customer, because it was.

Relevancy is clarity

To sum up everything above: relevancy is clarity. Clarity on who you're selling to, clarity that they know you're selling to them specifically. You both know exactly who you're helping. You have a clear sense of how you want them to see you, clarity on the message they need to hear and how it needs to land. You have clarity on who you are, and you can articulate your uniqueness and your story in a way that makes people resonate rather than just nod along.

You have a simple methodology that makes your solution legible, and an offer that's aligned with who it's for and how you'll deliver the result.

Once you have that clarity, growth stops being a guessing game.

Relevancy isn't easy, and that's the good news

You probably didn't want to hear that this takes real work when you started reading. Most people go looking for the tactic that produces results immediately, and if the foundation underneath it is missing, tactics only ever produce marginal improvement.

That's also exactly why most people won't do this. The eight elements above require actual reflection and some uncomfortable self-examination that most people would rather skip, and most people avoid that. Which means the businesses willing to do it are working with less competition for attention than it looks like from the outside, not more.

Bring all eight pieces together and something specific happens. You become ultra-relevant to the right people, seen the right way, at the right time, in the right place. People who understand your unfair advantage, see the value in what you offer, resonate with your story, and want what you're selling.

Most Entrepreneurs don't understand how these pieces interconnect, which means doing this work puts you ahead of most of your market immediately. When clients finish this process with me, the pattern I hear back is consistent: their webinars convert better, their websites convert better, their emails convert better, because everything downstream is now built on top of something legible instead of something vague.

Relevancy is being able to get someone to understand exactly who you are, quickly and simply. In a market flooded with AI-generated sameness, that kind of clarity is the actual differentiator, not a nicer logo or a faster funnel.

Omnipresence takes what relevancy builds and makes sure the right people see it enough times to remember you. Intimacy takes what's left and turns it into trust deep enough that you stop having to sell at all. If you want to see how the three sequence together, and run the diagnostic on which one is your real constraint right now, that's what /frameworks/roi-method walks through in full.

Next step

Run the free diagnostic at theroimethod.com to find out where your marketing is really breaking down before you spend another dollar or another hour guessing.

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About Scott Oldford

Scott Oldford is a mentor, investor, and advisor for online businesses. He has helped over 200 entrepreneurs scale past 7 figures and is the author of "The Nuclear Effect".

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