Rooted In Revenue

Lany and Susan dive into the sometimes murky waters of consultant-client relationships. Drawing from years of experience sitting on every side of the boardroom table, they tackle the age-old question: "Who is responsible for doing the tasks at hand?" Let's face it—consultants don't come with magic wands, and CEOs don't get to toss the keys and walk away. Whether you've ever wondered "Why isn't this working?" or "I paid a consultant, so why isn't everything fixed?" this episode cuts through the confusion with practical advice on setting boundaries, managing expectations, and creating successful partnerships. Susan and Lany share real-world stories about scope creep, communication breakdowns, and the emotional rollercoaster that can derail even the best-intentioned business relationships. They also offer straightforward tips for both sides to keep things running smoothly, from clear contracts to honest conversations about decision-making authority. Tune in for a no-nonsense discussion about what makes consultant-CEO partnerships work, and what doesn't!   Key Points from the Episode Clear Roles and Responsibilities: CEOs and consultants must understand who owns what in the relationship. Consultants provide expertise and guidance, but CEOs remain the ultimate decision-makers. Communication is Critical: Most problems in consultant-client relationships stem from poor communication or unclear expectations. Consultants' Role: Consultants bring fresh perspectives, specialized expertise, and assessment capabilities but aren't responsible for the final decisions or outcomes. CEO Authority: Business owners need to maintain their decision-making power and not abdicate responsibility to consultants. Documentation and Contracts: Clear contracts and documentation help prevent scope creep and establish expectations for both parties. Implementation Shared Effort: Even after a consultant provides recommendations, implementation requires effort from both parties. Knowing When to Part Ways: Sometimes the relationship isn't a good fit, and both parties should know how to amicably end the engagement.

In this episode, Susan Finch and Lany Sullivan revisit a topic we can't stress enough: branded email addresses. Using Gmail, Yahoo, or even AOL for business? You're losing trust before the conversation starts. We dig into real examples, onboarding requirements, offboarding protocols, and the risk of letting your team operate with inconsistent or unprotected emails. Your email isn't just a communication tool—it's your brand's handshake. Related Reading: Domain, Email & Website Evaluation for Your Brand Why Branded Email Matters – Quick Reminder Listen, nod, then take action.

Struggling to make your real estate data stand out in a sea of generic market reports? In this episode of Rooted in Revenue, I share practical insights from my recent workshop with NRBA professionals Kelley Kesterson and Angelica Suarez, who are looking to elevate their marketing with meaningful data visualization. Discover how to transform complex market statistics into compelling visual stories that build trust and position you as the go-to expert in your local market—all using tools you already have access to, like Google Sheets. Stop wasting time on generic industry charts that mean nothing to your audience and start creating content that genuinely connects. Key Points Data with context builds trust - Generic industry charts without local relevance or explanation provide no value to your audience. Simplify your data storytelling - Focus on communicating one clear message rather than overwhelming with multiple data points. Use accessible tools - Google Sheets offers easy chart creation and customization without needing advanced design skills. Brand your visuals - Customize colors to match your brand and include your logo so graphics remain attributed if shared. Create master templates - Develop Google Slides masters with different layouts for different content types to maintain consistency. Prioritize readability - Use high contrast between text and background, and consider accessibility for all viewers. Post with purpose - Better to post quality content weekly than generic, contextless daily updates. Establish visual consistency - Different content types should have recognizable, consistent layouts. Consider format versatility - Create both square (Instagram) and rectangular (website/LinkedIn) versions of your template. Show local expertise - Position yourself as the authority by translating national trends to your specific market conditions.

Susan sits down with former team member Karen Mares, Content Creator at Event Builder, who serves as her company's "marketing anchor" as she navigates the evolving landscape of AI tools. Karen shares her journey from initial concerns about AI replacing her writing role to developing a strategic workflow where she remains firmly in control. You'll discover how she has combined multiple AI platforms—each serving distinct purposes in her content creation process—while ensuring that her human expertise, voice, and judgment remain the guiding force. For marketing leaders seeking practical ways to integrate AI without compromising authenticity, Karen offers invaluable insights: training AI tools in your company's voice, identifying and eliminating phrases that give away AI, and creating approval processes that maintain compliance standards. Her approach has significantly accelerated content production while preserving the quality and distinctiveness that only a skilled human writer can deliver. Whether you're just beginning to explore AI tools or looking to refine your existing processes, this conversation provides a blueprint for keeping the human element central while leveraging AI's capabilities to expand your content reach and impact. Join us to learn how to stay firmly at the helm while letting AI help power your content journey forward. Karen Mares on LinkedIn EventBuilder Love, Hate, Delegate: Transforming Your Business Through Delegation LEADER GENERATION EP109: AI, Data & Marketing: How To Manage Risks

Terry Hopkins | President & CEO, Grants Pass Chamber of Commerce: Grants Pass native Terry Hopkins has returned to his roots after a diverse hospitality career across five states. With over 25 years of business ownership and management experience in Southern Oregon, Terry recently spent 5 years as a business advocate with the Oregon Restaurant & Lodging Association. Married for 20+ years with two sons, Terry is passionate about community service, having served on numerous Chamber and city committees. He's excited to join the Grants Pass & Josephine County Chamber of Commerce team to advocate for local businesses and enhance community development. thopkins@grantspasschamber.org  |  541-956-4100  

Lany Sullivan sits down with Mark Cleve, who shares his remarkable 32-year journey with Tom James, the premium custom clothing company that's grown from $119 million to over $600 million during his tenure. Mark reveals the business philosophy that has guided his success: "You don't build a business, you build people and people build a business." From his early door-to-door book-selling experiences to becoming a trusted name in custom clothing, Mark offers powerful insights on why clothing matters, how to build systems that scale, and why the ultimate business legacy is reliability. Discover why Mark has only lost clients for three reasons: how the right clothing creates both confidence and respect, and why he believes that dressing appropriately for occasions shows respect for others. Whether you're in fashion, sales, or any client-facing business, Mark's practical wisdom on creating "consciously competent" customers who trust you completely offers a blueprint for building your lasting business legacy. Connect with Mark: mark.cleve@tomjames.com  | 503-819-7001 LinkedIn  | Instagram | Website About Mark Cleve Mark Cleve is a Division Vice President, Image Consultant, and Executive Clothier at Tom James Company, the world's largest manufacturer and retailer of custom clothing. Based in Portland, Oregon, Mark has dedicated over 32 years to helping professionals elevate their presence through tailored wardrobe solutions. With a client-centric approach, he meets individuals at their homes or offices, crafting bespoke garments that reflect their unique style and career aspirations. His career began at Southwestern Company, selling educational books door-to-door—an experience he calls the hardest and best job he ever had. A graduate of Indiana University Bloomington (B.A. in Religious Studies and English), Mark brings analytical insight and interpersonal skill to his work. Beyond his professional life, Mark enjoys music, food, wine, travel, and the outdoors. He takes pride in delivering concierge-level service that empowers clients to make lasting first impressions across all aspects of their professional and social lives.

We're continuing our exploration of effective marketing strategies with the experts from iHeartRadio. In our first segment, we discovered how radio remains 'America's Trusted Companion' and explored the powerful geofencing capabilities that can target potential customers with remarkable precision. Now, we're shifting focus to the strategic side - how businesses of all sizes can effectively incorporate audio marketing into their overall strategy, even with limited budgets. Julie and Kevin share valuable insights on the psychology behind effective advertising, the multiplier effect of audio on other marketing channels, and practical approaches to campaign timing that maximize impact without breaking the bank. Let's rejoin the conversation as they break down the differences between host-read ads and generic spots, and reveal how audio fits into a comprehensive marketing strategy. This episode could have also been called: The Host-Read Advantage: Building Trust Through Strategic Audio Marketing" "The Marketing Multiplier Effect: How Audio Amplifies Your Entire Strategy" "Strategic Audio Campaigns: Maximizing Impact on Any Budget" "Beyond Digital: Using Radio and Podcasts to Boost Your Marketing ROI" "Marketing Funnel Mastery: How Audio Drives Results at Every Stage" "The Flighting Strategy: Smart Seasonal Campaigns for Year-Round Impact" "Audio Marketing Psychology: Why Radio and Podcasts Create Deeper Connections"

Real estate brokers searching for an edge are discovering what radio professionals have known all along – radio remains 'America's Trusted Companion' even in our digital age. This special segment of Rooted in Revenue brings you face-to-face with iHeartRadio experts Julie Beaulieu and Kevin Cash, who share surprising insights about radio's continued growth and its unique ability to build community trust. Learn how their advanced geofencing technology lets you precisely target potential clients – from specific neighborhoods to competitors' open houses – creating opportunities traditional digital marketing misses. You'll understand why radio creates deeper connections with listeners and how this translates directly into brand credibility for real estate professionals. Whether you're running a boutique agency or a larger brokerage, discover practical strategies to incorporate radio into your marketing mix without stretching your budget. This conversation might completely change how you think about connecting with future clients and positioning your brand in the competitive real estate landscape.

What happens after you've found that perfect addition to your team? How do you create an onboarding experience that makes new hires feel confident, valued, and ready to contribute? In the last episode, Susan and Lany walked you through establishing a solid hiring process. The topic is Beyond the Hire: Creating a Welcoming Onboarding Experience That Builds Lasting Teams. In this second half, they explore the critical role of mentorship in successful onboarding, including how to support first-time mentors and celebrate this growth opportunity for existing team members. From day-one preparations to long-term development strategies, they share practical insights on welcoming new team members in ways that strengthen your company culture and improve retention. Whether you're managing an in-person or virtual team, these actionable steps will help you transform the critical first months of employment into the foundation for lasting success. Key Points Checklist: Prepare thoroughly before day one to set new hires up for success Create comprehensive welcome materials that serve as an ongoing resource Establish clear points of contact and communication channels Support and celebrate team members who are becoming mentors for the first time Assign small projects to build confidence and assess skills Conduct regular check-ins during the critical first 90 days Develop appropriate performance metrics for evaluation Encourage feedback in both directions throughout the process Refine roles based on demonstrated strengths and company needs Create opportunities for continuous growth and skill development  

Are you planning to bring a new team member on board? Before you start interviewing candidates, there's critical groundwork that needs to be laid. In this episode of Rooted in Revenue, hosts Susan Finch and Lany Sullivan walk you through the essential steps to prepare your business for a successful hire. From mapping out processes to setting up the right tech stack, they share practical advice drawn from years of experience working with business owners. Learn how proper preparation not only makes onboarding smoother but also sets your new team member up for success from day one. Lany's 5 steps: Assess business needs and identify gaps - Analyze what tasks you dislike or don't bring value, determine inefficiencies, and decide whether you need a fractional, part-time, or full-time person. Clarify roles and responsibilities - Create a detailed scope of work outlining specific tasks, required skills, and what success looks like in the role. Map out processes and document workflows - Create comprehensive documentation of all processes so the new hire doesn't have to ask questions, allowing for improvements and innovations constantly. Set up tech and systems for success - Ensure all tools, access levels, communication channels, and documentation are properly prepared and organized. Prepare training and onboarding materials - Develop a structured plan for the new hire's first days and weeks, including who they should go to for different questions and establish decision hierarchies. Links from this episode: Lany's article on LinkedIn Our episode about Love, Hate, Delegate

Imagine Dolly Parton's Jolene. Now, imagine Miley Cyrus singing it. It's the same song and the same lyrics—but they feel completely different, right? That's exactly how typefaces work. A typeface sets the tone before a single word is read. It tells your audience who you are—before they even realize it. And whether your brand feels classic and trustworthy like Dolly's Jolene or bold and modern like Miley's version depends on the choices you make in your typography.” Today, we're diving into the world of fonts, branding, and first impressions. We'll break down: The difference between a typeface and a font (spoiler: Jolene analogy included

Which task management and marketing strategy tools should you use? Spoiler alert—it's not as simple as picking the most popular software. Susan and Lany dive into the importance of discernment when selecting tools, sharing real-world experiences of software frustration, integration challenges, and team buy-in struggles. They emphasize the need to evaluate your team's workflow, test software with real scenarios, and demand proper support before making a costly commitment. They explore why businesses often waste time and money on tools that don't fit—and how you can avoid making the same mistake. If you've ever been frustrated with tools you chose in a rush, including ClickUp, Asana, Monday, or any other platform, this episode is for you. And tell us—what software works for you, and how did you decide? Maybe we'll feature your success story in a future episode! BIG TAKEAWAY - the best tools are the ones your team will actually use. Your Tech Tool Selection Checklist ✅ Assess Your Needs First Identify the specific problems you're trying to solve. List the must-have and nice-to-have features. Consider how many people will use the tool and their technical comfort level. ✅ Understand Your Workflow Map out your team's daily tasks and processes before selecting a tool. Identify which departments or roles will need access. Determine if you'll need client access or external collaboration features. ✅ Check for Scalability Will this tool grow with your business? Does it support additional users, automations, and integrations as you scale? Does it work across devices (desktop, mobile, tablet)? ✅ Demo and Test Before Committing Sign up for free trials and load real projects into the system. Get feedback from your team on usability. Request a live demo from the company and ask tough questions about features and limitations. ✅ Read Reviews & Compare Support Check user reviews on G2, Capterra, or Trustpilot for pros/cons. Look for YouTube tutorials and real-world use cases. Investigate customer support availability—do they offer live chat, phone support, or only email? Find out if you'll have to pay for support separately. ✅ Evaluate Integration & Compatibility Ensure the tool integrates with your existing software stack (CRM, email marketing, accounting, etc.). Check Zapier, Make, or native API capabilities if integration is needed. Ask: Will this create extra manual work or streamline processes? ✅ Plan for Onboarding & Training Will your team actually use it, or will they resist? Look for built-in tutorials and learning resources from the software provider. Create internal training videos & SOPs to ease adoption. ✅ Budget Beyond Subscription Costs Factor in costs for setup, training, integrations, and ongoing support. Beware of hidden fees (e.g., per-user pricing, premium support, add-ons). If switching from another tool, budget for migration costs and downtime. ✅ Make a Decision—Then Reevaluate Choose the best-fit option based on functionality, ease of use, and ROI. Reevaluate in 3-6 months to ensure adoption and effectiveness. Be willing to pivot if the tool isn't delivering as expected.

Are your social posts starting to feel stale? Are you spending hours creating fresh content when you already have a goldmine of valuable material gathering digital dust? Stop the endless content creation cycle. Strategic content management isn't about constantly generating new material—it's about maximizing the value of your existing expertise and insights. In this episode, we cover building and maintaining an effective content bank that transforms your valuable insights into a reusable asset library. Learn why random posts about office pets and foodie highlights aren't part of your content strategy - unless you are in that industry, and discover how to create a systematic approach to content that directly ties to your business goals and mission. For those frustrated with the constant demand for "fresh" content, we reveal why the same valuable message can and should be shared multiple times, reaching different audiences simultaneously. Plus, get practical insights on tracking engagement, managing client testimonials, and turning client transformations into compelling case studies demonstrating your expertise. Whether you're a seasoned content creator or just starting to build your business's digital presence, this episode offers actionable strategies to work smarter, not harder, with your content management. Say goodbye to content chaos and hello to strategic repurposing that drives real business results.

Great title, right? But you need a plan. We partner with outside contractors, even our own team - are they documenting what they are doing for you, the project, the client in a way that would allow anyone else to pick up the project and continue on? Is the logic in place for the programming or creative decisions? ASK THEM. This quick episode gives you more ideas to protect your company, your clients in case something goes awry, even just for a while.

This episode of Rooted in Revenue takes an enlightening turn in a world that often pushes us to look outside ourselves for validation and success. Join host Susan and her guest, Chris Champion, as they explore how starting each day with intention and finding your inner peace can transform not just your personal life but your business success as well. From morning walks to barefoot moments in nature, discover simple yet powerful practices that successful leaders use to stay grounded. Chris shares his journey of transformation after a life-changing health challenge, and together they discuss how developing a strong foundation of self-belief, combined with faith, creates the roadmap to both personal and professional fulfillment. This conversation goes beyond typical business metrics to explore the real revenue of life – peace, purpose, and possibility. Links from this episode: Twitter @ImChrisChampion IG: IamChrisChampion www.championexperiences.com https://www.crocs.com/ https://binkypatrol.org

Susan Finch sits down with Patty Parobek from Mod Op to explore the strategic implementation of AI in business. They discuss the concept of an "AI Playground" - a structured approach for organizations to test and evaluate AI tools before full deployment. The conversation covers essential topics, including developing responsible AI use policies, forming cross-functional AI councils, and protecting sensitive data when using AI platforms. Patty shares valuable insights on how businesses of any size can thoughtfully integrate AI while maintaining security and client trust, making this episode a must-listen for organizations navigating the AI landscape.   Here is the Leader Generation Episode: About Patty Parobek: As Vice President of AI Transformation, Patty leads Mod Op's AI practice group, spearheading initiatives to maximize the value and scalability of AI-enabled solutions. Patty collaborates with the executive team to revolutionize creative, advertising and marketing projects for clients, while ensuring responsible AI practices. She also oversees AI training programs, identifies high-value AI use cases and measures implementation impact, providing essential feedback to Mod Op's AI Council for continuous improvement. Patty can be reached on LinkedIn or at Patty.Parobek@ModOp.com.  

Join Susan Finch as she interviews Ashley Schultz of Modest Mystic Healing, a Reiki practitioner transforming lives in Southern Oregon. After experiencing the healing power of Reiki firsthand, Ashley transitioned from a troubled past to building a thriving practice. Now part of a women's business accelerator program, she shares her journey from skeptic to practitioner and her ambitious plans to expand across Oregon. About Ashley Schultz: Ashley is a Reiki Master and Intuitive reader who discovered her healing path three years ago. She felt a lifelong calling to help others and found her purpose in the ancient Japanese practice of Reiki. With two years of professional experience, Ashley combines energy healing with intuitive abilities to address clients' emotional, physical, and mental challenges. Her practice focuses on creating a compassionate space where individuals can find balance and peace. Ashley believes that global healing begins with self-healing and guides her clients through personalized, transformative experiences. Learn more at ModestMysticHealing.com

As part of Rooted in Revenue's Accelerator series Susan Finch sits down with Michelle Calascibetta, an innovative entrepreneur who transformed a school bus into a mobile educational kitchen called "Flora the Farm Bus” for her business Farm Bus Bistro. Michelle combines her background in environmental education, farm-based learning, and her family roots in Montessori teaching to bring hands-on culinary education to students across the Rogue Valley. Learn how she's built her unique business, FarmBusBistro.com, and why she's joining the Accelerator program to take her venture to the next level. From teaching forest ecology to empowering children with essential life skills through cooking, Michelle shares her journey of turning her passion for food, plants, and education into a thriving mobile business. LINKS https://www.farmbusbistro.com/home https://www.instagram.com/farmbusbistro/ http://facebook.com/farmbusbistro   About Our Guest: Michelle Calascibetta is an innovative culinary educator who seamlessly weaves together her experience in organic farming and teaching through The Farm Bus Bistro. After developing educational programs at Jean's Urban Forest Farm while pursuing her graduate studies at Portland State University, Michelle found her calling in sharing the joy of growing, cooking, and eating good food. She has since created unique Culinary Arts programs at both the Medford Montessori School and The Valley School of Southern Oregon, where students collaborate to prepare nourishing meals for their school communities. Through The Farm Bus Bistro, Michelle continues to inspire learners of all ages to connect with and celebrate the abundant local food landscape of the Rogue Valley.

Have you ever felt lost when managing your website's domain? You're not alone. Some tech professionals keep these concepts vague to maintain control over their clients. Let's break down what you need to know and document to stay in control of your digital property. Remember, your domain for your company is YOURS. Do not let an outside contractor register a domain for you, even if they are trying to save time, money, etc. You need to create this login and invite them in to manage it. You never want to lose control of your domains. This short episode gives you an initial action list to take inventory of what you have, who has access, and when your domains renew. The next episode in this series will be about moving domains, testing your domains and SSL certificates. This is tied to a course series Susan has available with free real estate broker focused tips emailed q-r.to/sfsreo8, and a paid workshop group. q-r.to/sf8weeks

Are you dreaming of turning your side passion into a thriving business? In this episode of Rooted in Revenue, host Susan Finch sits down with Becky Esquibel, founder of Experience Joy, who's doing exactly that. As a nuclear medicine technologist by day and travel consultant by choice, Becky shares her remarkable journey of transforming her love for travel planning into a business that's seen a staggering 1600% growth in just one year. What makes Becky's story particularly compelling is her practical approach to business growth. Rather than making a risky leap, she's strategically building her travel consultancy while maintaining her stable hospital position. She opens up about navigating the challenges of a growing client base, the importance of investing in professional services from the start, and how joining a women's business accelerator program is helping her plan her transition to full-time entrepreneurship. Whether you're considering starting a side business or looking to scale your existing one, Becky's insights on balancing growth with stability, setting professional boundaries, and the value of women's business networks offer a realistic roadmap for success. Experience Joy

In this episode of Rooted in Revenue, we explore the powerful role of community in business growth with Jessica Monarch, a women's health empowerment coach. As she transitions from stay-at-home mom to business owner, Jessica reveals why she chose to step out of isolation and into a women's business program called The Accelerator – despite her initial hesitation about whether she "belonged" in such a space. There is no doubt now. Through our candid conversation, Jessica shares how finding the right community has helped her move beyond generic business advice to develop authentic marketing strategies aligning with her healing values. She offers a refreshingly honest look at the difference between working in and owning your business, emphasizing how peer support helps navigate this crucial transition. Whether you're questioning if you should invest in yourself through community programs, struggling to find your authentic voice in business, or simply feeling alone in your business journey, Jessica's story illuminates why real growth requires more than just solo effort – it takes the right support system and community of fellow women business owners who understand your challenges. Find Jessia Monarch here. Learn more about the Elevated Networking Society here. Susan Finch on LinkedIn   Business Development & Identity: #WomenInBusiness #SmallBusinessOwner #BusinessGrowth #WomenOwnedBusiness #SmallBizGrowth Community & Support: #WomenSupportingWomen #BusinessCommunity #WomenInBizNetwork #BusinessMentorship #WomenEntrepreneurship Personal Growth & Development: #BusinessConfidence #PersonalGrowth #ProfessionalDevelopment #BusinessJourney #GrowthMindset

Today, we're challenging you to conduct a Professional Presence Audit—a critical look at how you appear across the digital landscape to ensure your professional image remains consistent, current, and compelling. This is Part 2 of our Digital Brand Checkup series on Rooted in Revenue. Our last episode covered the essentials of managing your digital real estate—from domains to infrastructure.  Essential action items from this episode: Google Audit: Search yourself/company in an incognito window Review up to page 8 of the search results Document outdated or incorrect listings Look for unauthorized or outdated profiles NAP (Name, Address, Phone) Consistency: Ensure the company name format is identical across all platforms Standardize address formatting (abbreviations, punctuation) Use consistent phone number format (preferably with hyphens) Document the exact format to be used by all team members Professional Profile Management: Review all directory listings (industry, membership groups, associations) Update bios across all platforms Verify current memberships and certifications Remove or update outdated affiliations Create platform-specific bios for different purposes Website and Landing Pages: Create specific landing pages for different audiences/purposes Ensure all domain redirects lead to valuable content Update professional credentials and certifications Review and refresh all bio pages Call-to-Action Consistency: Define 1-2 primary destinations for all profile links Maintain consistent messaging across platforms Ensure all CTAs lead to current, working pages Document preferred CTAs in your asset depot Bio Management: Create a master bio document with variations Include links to where each bio appears Update bios to reflect current focus and achievements Have others review bios for clarity and impact Consider professional help for bio writing/updating Documentation: Create an "Asset Depot" to store all digital presence information Document all profile locations and login credentials Please keep track of all bio variations and their purposes Set up regular review schedules (quarterly/annual) Regular Maintenance: Schedule annual comprehensive audits Set quarterly review reminders Update profiles when significant changes occur Regularly test all links and redirects Remember to resist the urge to use AI for writing bios. While it can help with organization and redundancy checking, your authentic voice and personality should shine through in your professional profiles.

Your business runs on digital - but when was the last time you gave it a proper checkup? This week on Rooted in Revenue, we're getting real about the nuts and bolts of your digital foundation. Susan Finch and Lany Sullivan share their hands-on experience managing domains (including those late-night wine-inspired purchases we've all made), keeping backups current, and yes - discovering that even storage facilities need retention policies. No fluff, just practical advice on protecting your digital assets and organizing them in a way that actually makes sense. Whether you're a tech pro or still figuring out what DNS means, we've got you covered with straightforward talk and simple solutions for keeping your business's digital world running smoothly. Here are the key points from the episode: Domain Management Essentials: Consolidate all domains to one account/provider Document registration and renewal dates Verify owner, admin, and tech contacts are current Have a clear purpose for each domain Make every domain work for you - forward unused ones to active properties Never respond to mail-based domain renewal solicitations (they're scams) Export and document DNS settings as a backup Website Security: Ensure SSL certificates are current and test your site in incognito Verify site works securely with and without 'www' Keep security protocols updated Documentation & Organization: Create an "Asset Depot" to store all digital asset information Include backend links, affiliate info, products/services details Keep all access credentials organized and updated Document all processes and systems Backup Systems: Implement regular backups not stored on the same host Verify backups are actually working Test restoration process periodically Organize files for efficient backup Retention Policies: Understand your industry's specific retention requirements Only retain what's legally required Create organized folders with destruction dates Set calendar reminders for data destruction Be careful with development/test data retention Regular Auditing: Make this a yearly review process Get an outside perspective on systems and processes Test all systems and access points Verify all contact information is current

Welcome to a special series on Rooted in Revenue, where we're documenting something extraordinary happening in Southern Oregon's Rogue Valley. Today we're kicking off our coverage of an innovative women's business accelerator program that's transforming lives and businesses in the region. We're sitting down with the four remarkable women behind this initiative: Arin Fugate, who transformed a local networking group into a thriving community; Lisa Manyon, a global marketing strategist and content expert; Angelica Owens, a business strategist specializing in delegation and authentic sales; and Lany Sullivan, a systems and growth expert who helps tie it all together. What started as a casual monthly meetup has exploded into a 2,000-member strong community of women supporting women, and now they've launched an intensive business accelerator program called, "The Accelerator." Over the coming months, we'll follow the journey of their first cohort of 16 participants, documenting their transformations, challenges, and successes. This is more than just business education – it's about breaking down barriers, challenging money mindsets, and creating a sustainable model for women's economic empowerment that starts at the local level but has global implications. Stay with us as we begin this journey, starting with our conversation with the four visionary women who brought The Accelerator to life. Learn more about the Elevated Networking Society here.

Susan Finch and Lany Sullivan plunge into the muck of a crucial but often overlooked aspect of business operations: the client intake process. Coming fresh from their previous episode on intellectual property, they explore how even successful businesses like Susan's (with 20 years of experience) can benefit from implementing structured intake systems. Whether you've been in business for six months or two decades, this episode reveals why having a clear, systematic approach to onboarding clients isn't just about organization – it's about increasing revenue, saving time, and working with clients who bring you joy. You'll learn practical tips for creating effective intake forms, structuring service packages, and avoiding common pitfalls that lead to scope creep and revenue loss. If you're tired of "winging it" with clients or want to streamline your business processes, this conversation offers actionable insights to transform your client onboarding experience. Get a peek at Lany's here.

Join Susan Finch and Lany Sullivan in this eye-opening episode of Rooted in Revenue as they dive into the crucial topic of intellectual property. Discover what IP really means for your business, how to protect your creations, and why holding someone's intellectual property hostage is a major business faux pas. Whether you're a content creator, business owner, or working with contractors, this episode offers valuable insights to help you navigate the complex world of IP. Disclaimers: Lany and Susan are not giving legal advice and are not attorneys. They are sharing what they have learned from their experiences and that of their clients. Tips/Recommendations: Lany: Intellectual property includes anything you create, not just patents and trademarks. Consult with an attorney about protecting your IP through trademarks and copyrights. Include clear IP ownership clauses in contracts with contractors and clients. Don't put sensitive intellectual property into open-source AI tools. Susan: Be cautious when using services like Fiverr for logos - ensure you get vector files and ownership rights. When rescuing clients from IP hostage situations, try to hear both sides of the story. For creatives, consider retaining copies of client files as an archive, not to hold hostage.

In this episode, Susan Finch sits down with Michele A. Friedman, a talented metalsmith and jewelry designer with over 26 years of experience in the art world. From her early days studying fashion design at Parsons to becoming a full-time artist, Michele shares her journey and insights on navigating the business side of art. Discover the importance of human connection in selling art, learn strategies for engaging customers at shows, and explore the delicate balance between creativity and commerce. Whether you're an aspiring artist or a seasoned professional, this episode offers valuable lessons on turning your passion into a sustainable career. Links from this episode: https://www.facebook.com/MicheleAFriedmanJewelry https://instagram.com/mafdesign1  https://www.instagram.com/colerodgerimage/ - Michele's photographer https://pjlabarge.com - wildlife sculptor https://joyridejewelry.com  How we met Michele's bio - in her words: My jewelry results from my desire to incorporate color, pattern, and texture into my work without setting stones. The color was to be from an alternative source. Through trial and error and consideration of many materials, I concluded that wool felt perfect. The material is durable, pliable, and possesses a rich, saturated color and a hint of texture. I manipulate the felt into shapes and set them like stones into my oxidized sterling and 18k Bi-metal jewelry. This is a technique that I developed on my own to suit my needs. I have always had a Metal line of jewelry, which has evolved over time. In June 2020, I finally added my Metal line online for purchase and have added a number of pieces since. It is comprised of oxidized sterling silver, 18k Bi-metal, and now some 14k vermeil pieces, too. The Metal line can easily be worn with the FELT line as many common design elements and components exist.  I am inspired by graphic, product, furniture design, and architecture. Frank Lloyd Wright, Charles Rennie Mackintosh, and Vasily Kandinsky are among my many influences. I love Modern Art and Design.  I am a native Chicagoan. I attended Parsons School of Design in New York City. I currently reside in Chicago with my husband John and our two cats, Rosie and Zero. When I am not on the road, I love to travel abroad with my husband, visiting art museums, absorbing cultures, and eating great food!

Rediscovering your forgotten skills and experiences can be a game-changer for personal and professional growth. In this insightful episode of Rooted in Revenue, Lany and Susan dive deep into the importance of reflecting on your past accomplishments and leveraging them for future success. They share personal anecdotes, practical tips, and actionable strategies to help you uncover hidden talents and capitalize on your unique experiences. We dare you to go through this list: Reflect on past experiences and skills you may have forgotten about Review old resumes and portfolios Ask family, friends, and former colleagues about your strengths Update your professional profiles and resumes regularly Share stories about your past experiences and skills Reconnect with old contacts and mentors Create one-page case studies for your accomplishments Record video or audio of yourself telling your stories Identify pivotal moments in your life and career Look back at all your jobs, even early ones, for valuable experiences Share your reflections on social media and tag Lany and Susan

In this continuation of their discussion on managing your online presence, Lany and Susan hit you over the head with the importance of conducting thorough tech assessments and making informed decisions about your business software. They emphasize the value of consulting with experts before making significant changes to your tech stack and warn against common pitfalls like lifetime software subscriptions and poorly integrated tools. Action Items: Conduct a comprehensive tech assessment of your business Review all software subscriptions and their actual usage Avoid lifetime software subscriptions Check software integration capabilities before purchasing Set calendar reminders for subscription renewals Research software reliability and developer support before committing Utilize existing tools and services to their full potential Consult with experts before making major tech changes or purchases Regularly review and update your website and online presence Be cautious of custom solutions that may create dependence on specific developers

Susan and Lany are fired up in this episode, tackling the infuriating world of tech blunders, compliance nightmares, and security fails that plague businesses. From email marketing mishaps to clickbait disasters, they're not holding back on the ways people unknowingly sabotage their operations. This is part one of their conversation, so prepare for some straight talk filled with cautionary tales and a healthy dose of 'what were they thinking?' Stay tuned for part two, where they'll continue their mission to save you from yourself in the tricky terrain of business tech. Remember, sometimes doing nothing is the best move – especially when it comes to messing with stuff you don't understand! Action items (or inaction items): Stop using personal Gmail accounts for business; set up Google Workspace instead. Don't buy domains from cheap or suspicious sources. Ensure your email marketing is compliant with new laws (as of February 2024). Use secure file transfer methods for sensitive client information. Be cautious of scams and verify legitimacy before giving out information or access. Freeze your credit reports to protect your information. Don't touch or change technical settings if you're not sure what you're doing. Implement proper security measures and compliance procedures in your business.

In this episode, Susan shares valuable insights on how podcast hosts can elevate their shows and create more engaging content. Whether you're a seasoned podcaster or just starting out, these tips will help you improve your guest interactions, streamline your workflow, and ultimately produce better content that resonates with your audience. Get ready to take your podcasting skills to the next level! List of Tips: Research potential guests by listening to their appearances on other shows. Schedule a quick meet-and-greet with guests to establish rapport and assess conversation chemistry. Use a guest information form to collect essential details like social handles, name pronunciation, and current title. Always request an up-to-date headshot from your guests. Ask guests for evergreen promotional content or commercials. Connect with guests on LinkedIn and gather their company's social media information. Follow the 70/30 rule: let your guest speak 70% of the time. Create a highlight reel of your best episodes to showcase your show's style to potential guests. Consider producing short commentary episodes or topic-based collage episodes. Invite team members to practice being interviewed to boost their confidence in presentations. Use your interviewing skills to help professionals craft compelling bios. Leverage AI tools to enhance podcasting efficiency and creativity.

Susan Finch sits down with Brandon Leibowitz, President of SEOoptimizers.com, to unpack the evolving landscape of search engine optimization. For small and mid-size businesses, especially those in B2C and brick-and-mortar sectors, this conversation is a goldmine of actionable strategies. Brandon and Susan dive into the nitty-gritty of local SEO, discussing the critical importance of consistent NAP (Name, Address, Phone number) directory listings and the power of Google Business Profiles. They shed light on often-overlooked tactics like optimizing image file names and alt text, which can significantly boost your visibility in search results. The episode also tackles common pitfalls, such as the dangers of frequent URL changes and the potential risks of relying too heavily on AI-generated content. For business owners feeling overwhelmed by the technical aspects of SEO, Brandon offers insights on how to effectively collaborate with SEO professionals and what questions to ask to ensure you're getting real value. Whether you're a seasoned business owner looking to refine your digital strategy or a newcomer trying to establish your online presence, this episode provides a roadmap for navigating the complex world of SEO in 2024 and beyond. Links from this episode: SEO Optimizers - and the gift from Brandon Susan Finch on LinkedIn Susan Finch Solutions

Today, we're diving deep into how Amy Franko helps mid-market organizations create exciting futures by transforming their sales strategies, structures, and teams. We'll explore the concept of strategic prospecting and unpack why it's crucial for building a healthy pipeline. Amy's going to share some game-changing insights on how to identify and cultivate high-value relationships, and we'll discuss the importance of investing in yourself to sharpen those critical sales and leadership skills. So whether you're looking to revamp your sales approach, build stronger client relationships, or simply want to stay ahead of the curve in today's business landscape, you're in for a treat.  About Amy Franko: Amy Franko helps mid-market organizations create exciting futures by transforming their sales strategies, structures, and teams. An angel investor, she's also a board advisor to portfolio companies on sales growth and leadership. Her book, The Modern Seller, is an Amazon best seller, and she is recognized by LinkedIn as a Top Sales Voice. Visit amyfranko.com/blog for more articles like these. Links from today's episode: Amy Franko's website Amy Franko on LinkedIn Susan Finch on LinkedIn Susan Finch's website

Learn how to turn churn into an opportunity for improvement and build stronger, longer-lasting customer relationships. Steve Hazelton from Sturdy.ai joins us for the second half of this conversation. Whether you're running a small business or leading a large corporation, this episode is packed with practical strategies you can implement right away to boost customer retention and drive sustainable growth.  Don't miss out on these insights, which could shake up how you've been doing it—if you are honest in your reflection—and then help you revolutionize your approach to customer retention, which will naturally lessen churn! Listen to the first half of this conversation here: Retention Reimagined: How Everyone in Your Business Can Create Loyal Customers About Steve Hazelton: Steve Hazelton is a three-time SaaS founder and revenue intelligence guru. Steve initially founded Newton Software, which was purchased by Paycor, the 4th largest payroll provider in the United States.  Steve launched Sturdy in 2020 and acts as its CEO and Head of Product. Sturdy is a business intelligence solution that orchestrates information trapped in customer-facing systems like Emails, Tickets, Chats, Phone Calls, CRMs, and CSPs so that every team can access, search, and discover the knowledge they need to protect and grow revenue. Links from this episode: Sturdy.ai, Steve's LinkedIn Sturdy's LinkedIn

Steve Hazelton, CEO of Sturdy.ai, challenges the norm of churn prevention, advocating instead for organization-wide retention strategies. He introduces Sturdy.ai, a tool that consolidates fragmented customer data into actionable insights. Hazelton reveals counterintuitive truths about customer loyalty, such as why complaining customers often stick around longer. He explains how to transform scattered emails, chats, and support tickets into a unified customer intelligence system, enabling every team member to contribute to retention. This episode offers practical strategies for leveraging data to enhance customer relationships and drive sustainable growth, making it essential listening for CSOs and customer success leaders aiming to revolutionize their retention approach. About Steve Hazelton: Steve Hazelton is a three-time SaaS founder and revenue intelligence guru. Steve initially founded Newton Software, which was purchased by Paycor, the 4th largest payroll provider in the United States.    Steve launched Sturdy in 2020 and acts as its CEO and Head of Product. Sturdy is a business intelligence solution that orchestrates information trapped in customer-facing systems like Emails, Tickets, Chats, Phone Calls, CRMs, and CSPs so that every team can access, search, and discover the knowledge they need to protect and grow revenue.   Links from this episode: Sturdy.ai, Steve's LinkedIn Sturdy's LinkedIn

When you think of chatbots, you may picture frustrating loops, keyword failures, and overly cheerful automated responses. But what if AI-powered conversations could revolutionize how audiences engage with content and brands? In this episode, Susan Finch sits down with Nick Martin, Co-Founder and CCO of Direqt.ai, to explore the cutting-edge world of conversational AI for content creators and publishers. Nick shares insights on how sophisticated chatbots can enhance user experiences, provide valuable data for editorial teams, and even monetize content innovatively. From proactive engagement based on article context to seamless integration across social platforms, learn how AI reshapes audience interactions. Whether you're a CMO looking to boost engagement or a CTO seeking to implement advanced AI solutions, this conversation offers a glimpse into the future of digital content consumption and brand-audience relationships. About our guest, Nick Martin, Co-Founder, Direqt.ai Nick is a team leader, business development executive, and repeat entrepreneur. Under his leadership, Direqt has become a leader in its field, known for its commitment to excellence and customer satisfaction.

Susan continues her conversation with Pyper and Jarrod, the creative duo behind Joyride Jewelry. This episode delves into the crucial topic of building community, especially for artists and small business owners who have transitioned to a new location or shifted their business model. Pyper and Jarrod share their experiences of moving to a small town and navigating the challenges of maintaining connections in an online business world. They discuss the importance of balancing work and community engagement and explore innovative ways to network and collaborate with other artists and local businesses. This episode offers valuable insights for entrepreneurs looking to establish roots in a new community while managing a thriving online presence. Don't miss out on the practical advice and inspiring stories these talented artisans share. Plus, listeners are treated to an exclusive discount code for Joyride Jewelry! Tune in for an engaging discussion on community building, artistic collaboration, and the evolving landscape of small business ownership in today's interconnected world. Links from this episode: https://joyridejewelry.com (discount code: SFS) Listen to the first half of this conversation here. Getting Your Hands Dirty: The Value of an In-Person Community and "Peopling"  

In the ever-changing landscape of small business, resilience is not just a virtue—it's a necessity. Pyper and Jarrod from Joyride Jewelry exemplify this, transforming their business from art fair favorites to online retail successes. Their journey offers valuable insights for any small business owner facing unexpected challenges. We'll explore how they turned potential setbacks into opportunities for growth, strategically pivoting to e-commerce while maintaining artistic integrity and customer connections. From humble garage beginnings to navigating a global pandemic, Joyride Jewelry's story demonstrates how creativity, flexibility, and embracing change can help small businesses thrive in adversity. Join us as we unpack the key elements of resilience that can elevate your small business, regardless of your industry or the challenges ahead.

In this episode of Rooted in Revenue, host Susan Finch sits down with Phil Jamieson, the President of ProofreadNow.com. Together, they unpack the critical role of human proofreading in an era dominated by AI-generated content. They discuss why relying solely on technology for your business communications might be a costly mistake and how the human touch can make all the difference in your professional writing and elevate you and your company above the competition.   Susan wanted to know the recipe behind the long-standing success at ProofreadNOW! Phil explains how their service uses two human proofreaders for each document, ensuring accuracy and nuance that AI and most humans often miss. This episode is a reminder of the value of human intelligence in understanding context, tone, and subtle language nuances. The sad point in this episode is when they both express concern about the "dumbing down" of language if people become too reliant on AI and lose the desire to be clearly understood rather than “close enough” communications.   As Susan was noodling titles for this episode with her friend, claude.ai, they had a discussion about the dumbing down of language. We felt it was worth sharing.   Susan to Claude: The point is AI tools are crowdsourcing your answers. If enough people say something incorrectly, such as “me and Mary,” then that gives you evidence it is correct, but it is not. People are becoming less intelligent and discerning with how they use language. What are your thoughts on this?   Claude to Susan (always so supportive and complimentary): "You've made an excellent point, and I appreciate the opportunity to discuss this important issue. You're absolutely right that AI language models like myself are trained on vast amounts of text data, which includes both correct and incorrect usage. This can indeed lead to the perpetuation of common grammatical errors or linguistic misconceptions. The 'me and Mary' vs. 'Mary and I/me' issue is a perfect example of this problem. Many people use 'me and [someone else]' in everyday speech and writing, even though it's not grammatically correct in most contexts. This widespread misuse can then be reflected in AI-generated content. Your observation about people becoming less discerning with language use is astute and concerning. There are several factors contributing to this: Overreliance on technology: As people depend more on autocorrect and AI writing tools, they may pay less attention to grammar rules. Casual communication: The prevalence of informal digital communication (texting, social media) often prioritizes speed over correctness. Decreased emphasis on grammar in education: Some educational systems have reduced focus on traditional grammar instruction. Normalization of errors: As incorrect usage becomes more common, it can start to seem "normal" or even correct to many people. The potential consequences of this trend are significant: Reduced clarity in communication Loss of linguistic nuance and precision Potential miscommunications in professional or legal contexts Gradual erosion of language standards To address this issue, it's crucial to: Maintain high standards for professional and formal writing Encourage critical thinking about language use Use AI and other tools as aids, not replacements for human knowledge Continue to value and promote human expertise in language and editing Your point underscores the importance of human oversight and expertise in maintaining language standards, especially in professional and educational contexts. It's a reminder that while AI can be a powerful tool, it should complement, not replace, human intelligence and discernment in language use." Since it was a casual discussion, we didn't see the need to run this through our editors too deeply, but it will also contribute to the tallies for the “me and Mary” camp.

Are you a service business looking to grow your presence in your local community? In this episode of Rooted in Revenue, hosts Lany Sullivan and Susan Finch explore the power of in-person community building for both personal and business growth. Lany shares her experience with the Art in the Garden event, showcasing how community involvement can open doors to unexpected opportunities and relationships. The duo emphasizes the importance of showing up consistently, being vulnerable, and participating in events and groups aligned with your interests. This episode will inspire you to focus on "peopling" - connecting with others in your community face-to-face. Lany and Susan offer practical advice on joining local organizations like the Chamber of Commerce and Rotary Club, and the benefits of serving on nonprofit boards. Discover how building a strong foundation of community relationships can support your personal and professional growth. Learn why showing up authentically and helping others can lead to a thriving, connected business community. Key points from this episode: Lany emphasized the importance of showing up in person, building community, and participating as a human with other humans rather than just communicating online.  Lany got involved in a community event called Art in the Garden to promote her property for weddings and events. She connected with many people in her community through this event.  Lany and Susan discussed how participating in community activities and helping others allows unexpected conversations and connections. It breaks down walls between people.  Lany built her community roots by joining the Chamber of Commerce and Rotary Club and serving on seven nonprofit boards when she first moved to Grants Pass. This laid the foundation for strong community relationships.  Susan encouraged people to find groups and activities aligned with their interests, whether hiking, antiquing, gardening, etc. Showing up consistently builds community.  Lany advised that when getting involved in community groups, be yourself, show up, and be willing to be vulnerable. Most groups are welcoming to new people.  Susan challenged listeners to be present, do some "peopling," and focus on in-person connecting rather than just online networking. 

Creating a company from scratch is exciting, and there is a specific order to tell the world about it. This episode will give you some steps to add to your plan. Whether you are transitioning from a previous company, starting a brand new endeavor, or relaunching your own brand, these steps will help you quickly establish trust in search and on email servers. 1. Get your vector version of your new logo. 2. Buy a domain that makes sense and is easy to say and spell. 3. Establish trust by warming up the email gatekeepers to your new domain. 4. Redirects to the new pages. 5. Social profile banners and templates. 6. Vanity URLs 7. Updating your contacts. 8. Updating all professional directories. 9. Have you ordered your new cards, brochures, and hats yet?  

In this quick episode, Susan Finch from Rooted in Revenue shares valuable insight about the importance of professional editing and proofreading when translating marketing materials into another language. While AI tools can be helpful, they may not always capture the nuances and cultural context needed for effective communication and translation. Professional proofing and editing are particularly important if you have a detailed branding guide. A recent episode of All-Volunteer, All Heart from Binky Patrol talks about branding guides. EP61: Why You Need a Branding Guide for Your Organization Key Takeaways: When translating important marketing materials like brochures, reports, or website content into another language, relying solely on AI tools may not be sufficient. Hiring professional proofreaders and editors who are native speakers of the target language can ensure your message is conveyed clearly, accurately, and in line with your brand's voice and culture. Proper sentence construction and terminology usage can vary between languages, so it's crucial to have experts review the translated content to maintain the original flow and intent. Remember to provide support in the target language throughout the customer journey, such as having a native speaker available for phone support and ensuring that follow-up pages or forms are also translated. Links from this episode: ProofreadNOW.com NRBA.com    

Are you a small business owner unsure about contracts, roles, and expectations with your clients? In this episode of Rooted in Revenue, we dive into the importance of having clear agreements to protect you and your clients. As vendors, we understand the challenges of navigating these relationships and the potential pitfalls of not having a solid foundation. We discuss what clients should expect from you, how to demonstrate your value, and the key elements to include in your contracts. Whether you're a solopreneur or running a small agency, having well-defined contracts and expectations is crucial for a successful business partnership. Join us as we share our experiences and insights on this essential topic and learn how to set yourself and your clients up for a mutually beneficial working relationship. Here are five key takeaways from this episode: Find out what a vendor's offboarding process is when you're done working with them, including how long they keep your information and how you will receive your deliverables. (Lany Sullivan) Delete access credentials and accessibility immediately when a client or vendor relationship ends to protect both parties. (Susan Finch and Lany Sullivan) Vendor contracts don't need to be lengthy; they should be simple, cover worst-case and best-case scenarios, and be easy for clients to understand. (Susan Finch) As a vendor, ensure your services and contracts are comprehensive and accessible to make clients feel good about working with you. (Lany Sullivan) Payment processors like Stripe and PayPal tend to side with clients in disputes, so having clear contracts, signatures, and proof of service is crucial for protecting your business. (Lany Sullivan)

Are you entrusting your business to the right vendors? In this episode of Rooted in Revenue, Susan Finch and Lany Sullivan dive deep into the crucial topic of vetting vendors. From graphic designers to accountants, they share eye-opening insights on what to look for and what to avoid. Discover the importance of securing your intellectual property, protecting your sensitive information, and ensuring your vendors have your back in any situation. Susan and Lany also reveal the shocking truth about the security risks posed by many accounting firms. Don't miss their expert advice on how to find reliable vendors who align with your values and prioritize your business's success. Tune in to learn how to safeguard your company and make informed decisions when choosing the people and tools you rely on. Your business deserves the best - start vetting your vendors like a pro today! Need help vetting a potential vendor - contact Susan Top Tips from this episode: Don't respond to cold call emails or messages from vendors you don't know. Instead, ask for referrals from trusted peers and networks. (Susan) When considering a vendor, research how long they've been in business, read reviews (especially on Reddit and Quora), and ask for testimonials from their clients. (Lany) Request all file formats and a complete brand package from your graphic designer, including vector files, fonts, and color codes. (Susan) Ensure that you have the rights to use the fonts in your logo and that you own all the designs created for your business. (Susan) Have a contract in place stating that any work created by contractors for your business is your intellectual property. (Lany) Ask your accountant or CPA about their security measures, including secure portals, communication methods, and record retention policies. (Lany) Choose vendors who have a backup plan and can recommend trusted professionals to take over their tasks if something happens to them. (Susan) Align yourself with vendors who have strong relationships with strategic partners and genuinely care about your business's success. (Susan)

Time management is more critical than ever, especially with the rise of AI tools and virtual assistants. Properly tracking and documenting how you spend your time can lead to significant benefits, from increased productivity to smoother delegation and onboarding. In this episode of Rooted in Revenue, hosts Susan Finch and Debi Davis dive deep into the future of time management and its intersection with AI. They discuss practical strategies for optimizing your time, such as using customized systems, recording detailed process videos, and establishing efficiency baselines. Whether you're a solopreneur or managing a team, this episode will provide valuable insights to help you maximize your most precious resource – time. Tune in now to learn how to stay ahead of the curve in the age of AI-driven productivity. Links from this episode: Paymo time management system Full Series Susan Finch: https://linkedin.com/in/susanmfinch https://susanfinch.com Debi Davis https://3dcommunicationsai.com/ https://www.linkedin.com/company/3d-communications-3d-debi https://www.youtube.com/channel/UCFLgktQiDXVOfYd8NydFLlw   

Are you a real estate broker on the brink of a major change? Whether you're considering leaving a franchise to establish your brand, or switching franchises, this transition can be both exhilarating and daunting. The key to success lies in meticulous planning and preparation. In this episode, Susan shares her expertise to guide you through the critical steps you need to take before leaping. Susan provides a small portion of a comprehensive checklist to ensure a smooth transition from establishing your unique branding elements to evaluating your current online assets and vendor relationships. It's enough to get you started and slow you down. Don't let the excitement of change overshadow the importance of a well-executed plan. Tune in now to learn how to confidently navigate this transformative journey and set your brokerage up for long-term success. Special shout-out to the NRBA members. Need help? Here are some of the services Susan Finch offers. https://susanfinch.com/services/  The main points of the episode and the checklist for a smooth transition include: Establish branding elements: Choose a unique company name, logo, and domain. Set up associated email accounts. Obtain a new MLS number for your new independent website to display listings. You may have one, but you want to ensure you can change it from being associated with the previous firm and broker. Create a spreadsheet to track current online assets, including websites, social media profiles, and listings on various platforms. Document login information and status (keep, replace, or delete). List team members and their contact information. Evaluate tools in use, their costs, and renewal dates. Determine which tools to keep, replace, or delete. Prepare new templates for presentations, contracts, and getting digital signatures. Assess vendor relationships and inform them of the upcoming change if necessary. Create new marketing materials: business cards, signs, leave-behinds, postcards, and flyers. Collect and save existing client testimonials. Develop an onboarding library for team members, outlining their responsibilities and required documents.  

Are your business's internal controls and security measures up to par? In this final episode of our 6-part series, Lany Sullivan and Susan Finch dive deep into the importance of protecting your clients' information and your own liability. They expose common pitfalls like using sticky notes for passwords or entrusting cash transactions to a single person. Lany and Susan emphasize the critical need for secure password management, digital money trails, and multi-person verification processes. They urge listeners to examine their business infrastructure for potential risks and take responsibility for addressing them. While the process may seem daunting, our hosts reassure you that it's well worth the effort in the long run. Whether you need Lany's expertise in setting up foolproof procedures or Susan's guidance in optimizing what you already have, this episode will leave you motivated to tackle those security challenges head-on. Catch the full series here: Prioritize for Profitability: Establishing Foundational Systems for Business Growth Mastering Growth: 4 Signs You Need a Business Asssessment Love, Hate, Delegate: Transforming Your Business Through Delegation Visionaries & Integrators: Navigating the Generalist vs. Specialist Hiring Maze Building a Sustainable Tech Stack - Do you still use it?

This episode will give you an actionable list to evaluate your current tech stack. Lany and Susan will also give you ideas on what to look for when evaluating new pieces to your tech stack. Did you know that anything you log in to for your business is part of your tech stack? Lany will give you her strong opinions on several pieces of software and tools. Susan will give some real examples on ways to test what you are using and lock it down to make it more effective. Questions you need to know about each piece of your tech stack assessment: What are you using? When are you using it? Why are you using it? Who has control of it? Who has access to it? What's your decision hierarchy? Does your technology make sense in your day-to-day business? Does it serve your business internally? Does it serve your business externally? How do your clients have access to it, and should they? How does your team access it? Tools mentioned in this episode: KarbonHQ - Accounting Bookkeeping Software system - ties to QuickBooks Google Drive - Don't forget to lock it down. Kajabi - Monetize, Manage - Diversifying revenue streams JotForm - vs. Docusign or PandaDoc. Go High-Level - website management, funnels, all workflows, connect calendars, pipeline, CRM, communication for text and email, social media postings. Similar to HubSpot.    

Susan Finch and Lany Sullivan dive into the crucial decision of hiring generalists or specialists for your business in this insightful episode of Rooted in Revenue. They discuss the roles of virtual assistants (VAs), online business managers (OBMs), and the importance of finding the right fit for your team. Lany emphasizes the significance of hiring based on your specific needs and goals, rather than defaulting to a VA. The duo also touches on the value of fostering a supportive and empowering work environment where team members feel comfortable questioning decisions and suggesting improvements. Tune in for valuable tips on building a team that aligns with your vision and propels your business forward.

Are you drowning in tasks and struggling to let go of control in your business? In this third episode of the Rooted in Revenue series, Lany Sullivan and Susan Finch dive into the power of delegation and how it can lead to more time and freedom. They discuss the importance of identifying tasks you love and hate, and provide practical strategies for delegating at all levels of your organization. From overcoming the fear and vulnerability of delegating to developing trust with your team, Lany and Susan share insights on how to break free from the self-induced chaos of trying to do it all yourself. They also emphasize the importance of effective communication and empowering your team members in the delegation process. Tune in to learn how implementing "Love, Hate, Delegate" can transform your business and unlock your path to greater freedom and success.

Susan Finch and Lany Sullivan are plunging into the inky black to tackle the four crucial moments when conducting a business assessment, which is an absolute must. They'll help you identify the signs that your business is ready for a thorough evaluation, and trust us, ignoring these red flags could lead to a total "blowup" down the line – and nobody wants that! Lany shares her expert insights on navigating the challenges of rapid growth, delegating effectively, optimizing your tech stack, and building an ideal team with high efficiency and retention. Whether you're a visionary leader or a detail-oriented executive, this episode is oozing with actionable advice to help you achieve sustainable success. Are you ready to assess, optimize, and take your business to new possibilities of scale and growth? Some key points you may want to jump to: 00:00:00 Introduction: The importance of conducting a business assessment 00:00:30 Four key areas that indicate when to do a business assessment 00:01:00 Point 1: Navigating explosive growth and maintaining infrastructure 00:04:30 Point 2: CEO holding all knowledge and not delegating effectively 00:12:30 Point 3: Outdated systems and broken tech stack 00:24:00 Point 4: Preparing to hire new team members 00:25:00 Conducting Lany's system of "Love, Hate, Delegate" exercise to identify hiring needs 00:27:00 Documenting processes and creating a detailed scope of work 00:28:30 Developing an onboarding process and setting expectations for new hires 00:30:00 The importance of taking the time to document and train properly If you want to see this episode, it's on the Funnel Media Group channel here: https://youtu.be/V_UWOh43inM