The Right-Hand Roadmap

Walk Your Buyer's Journey: Finding the Friction Points Killing Your Customer Experience When was the last time you actually experienced what it's like to be a customer of your own company? Most operators and Seconds-In-Command are so deep in the weeds of delivery that they've never walked the buyer's journey from first contact to final goodbye, which means customer experience issues go unnoticed until they become complaints. The exercise is simple but revealing: map out every single step from that first phone call or website visit all the way through fulfillment, including timelines between steps and who the customer interacts with at each point. Together you'll cover a case studio of a company that discovered two major friction points through this process. The businesses winning right now aren't always the ones with the best product or pricing - they're the ones making it easy and pleasant to work with.  You'll hear all about: 00:29 - Introduction: Walking the buyer's journey - what does it actually look like to do business with you 01:02 - The reality check: It's rare that you have firsthand experience being a customer of your own company 01:14 - Why minor problems go unnoticed until they become customer complaints 01:26 - The exercise: Start mapping from the very first phone call, email, or website visit 01:47 - How to map it: Take a blank piece of paper and document every single step, no matter how small 02:15 - Include timelines between steps and who in your company interacts with the buyer at each point 02:37 - Map all the way to the last touch: fulfillment, project close-out, or the final goodbye 02:45 - Two key things to analyze: How many people are they interacting with? Where are the significant time gaps? 03:16 - Critical insight: Buyer's remorse sets in as soon as payment is processed 03:37 - Real example: Landscaping company case study reveals two major issues 03:50 - Issue #1: Admin takes initial info, then client waits a week or more for the design team to contact them 04:14 - Issue #2: Multiple waiting periods create a roller coaster of excitement and frustration 04:57 - The harsh truth: Silence and time kill deals 05:17 - How gaps create anxiety even for clients who stick around 05:23 - The coffee shop analogy: Two long lines might look like success, but customers are actually frustrated 06:03 - Important caveat: Not every gap is bad - custom work takes time, but are you managing expectations? 06:19 - Your homework: Walk the buyer's journey yourself or have a team member act as an internal secret shopper 07:00 - Level up move: Ask a recent customer to walk you through their experience (15 minutes of insight) 07:17 - Fall retreat preview and the four CSat questions discussed at the last event 08:05 - Question #1: Who owns customer satisfaction? (If everyone owns it, no one owns it) 08:33 - Question #2: What decisions in the past year impacted CSat most (positive or negative)? 08:43 - Question #3: What complaints led to the most significant operations changes? 08:53 - Question #4: What opportunities exist in your buyer's journey to improve customer experience?   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

The Operator's Guide to AI Tool Selection (Before Your CEO Buys Another One) Your entrepreneur is excited about another AI tool, but before you add it to your tech stack, you need to know this: MIT research shows that 95% of AI investments have produced zero returns at the company level.  The Salesforce disaster is the perfect case study: they laid off 4,000 employees to pivot to AI (after promising it wouldn't impact jobs), then had to pivot back when the large language models proved unreliable and experienced drift.  As operators and Seconds-In-Command, you're fielding these AI tool requests constantly, but most SMBs aren't ready for agentic AI or even vibe-coded applications that pose serious security risks (60% of businesses shut down after a cyber attack). In this episode, host Megan Long covers some basic frameworks and points of skepticism to be aware of before adopting any AI tool - agentic or vide-coded.  Beyond ROI concerns, there are real ethical considerations. Being intentional about AI tool selection isn't just about avoiding wasted budget; it's about building efficiencies responsibly without compromising security or causing harm. You'll hear all about: 00:29 - Introduction: The plethora of AI tools promising the world and how operators are fielding these from excited CEOs 00:59 - Origin story: Second First Mastermind quarterly cohort meetings and how vendor selection became a hot topic 01:49 - The 6 critical questions to ask before purchasing any software or tool (pull up your notes app!) 02:57 - The overwhelming answer: Yes, we've all wasted significant time and money on failed software purchases 03:14 - The AI reality check: MIT research shows 95% of AI investments have produced zero returns 03:36 - The nuance: Individuals find personal efficiencies, but company-level P&L shows no benefits 03:45 - Surprising finding: Most AI investments go to Sales & Marketing instead of Operations 03:59 - Salesforce case study: Laid off 4,000 employees for AI, then had to pivot back when it failed 04:40 - Vibe coding concerns: Security and compliance risks when beginners code their own apps 05:18 - The scary stat: 60% of businesses shut down following a cyber attack 05:43 - What is agentic AI and why it sounds so promising (systems that act autonomously on your behalf) 06:14 - Why most SMBs aren't ready: Clean your house before inviting the AI guest over 06:52 - Four guidelines for selecting AI tools: Start low-cost, tie to value creation, plan to scale, use KYA framework 08:11 - The Know Your Agent (KYA) framework: Capability, behaviors, decision tracing, abuse prevention, sandboxes, and human overrides 09:15 - Soapbox moment: Using AI ethically and understanding why people are anti-AI 09:50 - The creative industry impact: Animation directors, musicians, and the elimination of royalties 10:27 - Other ethical concerns: Deepfakes, surveillance, misinformation, environmental harm in rural communities   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Free Up Your Time While Developing Your Team In this solo episode, Megan Long breaks down why so many Seconds-in-Command and Integrators struggle with delegation, usually because it was modeled poorly for them or they've fallen into the trap of thinking "it's faster if I just do it myself." The game-changer comes from understanding two critical frameworks: first, before giving any feedback, ask yourself "is this preference or is this policy?" Most leaders waste time correcting work that's different from how they'd do it, not work that's actually wrong. Second, there are five levels of delegation—from "carry out instructions" for new employees to "act independently" for trusted team members—and the biggest mistake is not being clear about which level you're using before handing off work. For Seconds-in-Command specifically, you need to factor in what your CEO will ask you about and remember that your entrepreneur's preferences become policy, even when they seem trivial. When you get delegation right, you're not just getting work off your plate, you're building the skill sets of your team. You'll hear all about: 01:32 - Breaking the mental stigma around delegation: it's not about dumping tasks, it's about developing people and giving opportunities for growth 02:53 - Common false narrative: "It's faster if I just do it myself" because you don't like how they do it 03:16 - Delegation Secret #1: Preference vs. Policy - Before giving feedback, ask yourself if the work needs to change to be correct, or if it's just different than how you'd do it 03:48 - Real-world example: The agenda with mixed fonts and no icebreaker - is this worth feedback? 04:46 - The flip side: Ruinous empathy from Kim Scott's "Radical Candor" - when you avoid giving necessary policy feedback to protect feelings 05:17 - Delegation Secret #2: The Five Levels of Delegation - delegation isn't all-or-nothing; clarity on the level is key to success 05:57 - Level 1: Carry Out Instructions - for new employees or when you've already made the decision 06:42 - Level 2: Research and Report - gathering information while you reserve decision-making 06:56 - Level 3: Research and Recommend - they provide pros, cons, and their opinion; you give final authorization 07:24 - Level 4: Decide and Inform - they make the decision and tell you after; high trust, just avoiding surprises 08:06 - Level 5: Act Independently - highest level; full autonomy with no required reporting back 08:57 - How to choose the right delegation level: consider who's doing the work, your trust level, criticality of work, and what your CEO will ask you 10:12 - Creating a success checklist before delegating so you can define what "nailing it" looks like regardless of preference 10:40 - The exception to preference vs. policy: When it's the entrepreneur's preference, treat it like policy   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Stop Promoting Your Best Employees Without Training Them to Lead Growing companies hit a predictable wall when their star employees get promoted to management positions without proper training. Ryan Castle, co-founder of Level 10 Leaders, joined The Right-Hand Roadmap to tackle this common entrepreneurial business challenge head-on. After working with over 250 organizations, Castle has identified the gap that stops companies from scaling: while visionary founders and Integrators may excel at leadership, they often struggle to develop the next layer of managers. Most businesses take their best doers, slap a manager title on them, and hope for the best, creating bottlenecks and overwhelmed Seconds-in-Command who end up co-managing departments instead of leading strategically.  You'll hear all about: 02:07 - What Level Ten Leaders does and how they help entrepreneurial companies scale leadership across the organization 03:18 - The difference between leadership (doing the right things) and management (doing things right), and why entrepreneurial founders often excel at one but not both 06:18 - The biggest mistake companies make: promoting top performers without teaching them how to lead, creating a capability gap between executives and managers 10:19 - The Peter Principle problem and why being great at a job doesn't automatically mean someone will be a great manager 13:54 - Navigating the transition from peer to manager while maintaining relationships 16:06 - Why second-in-commands and managers have the toughest jobs in organizations 19:00 - The player-coach dilemma: balancing individual contributor work with management responsibilities 20:42 - Transformation story: how Level Ten's program changed a "blame guy" into a valued team member 22:26 - Advice for second-in-commands: stop being a bottleneck and delegate to create leverage 26:16 - How to connect with Level Ten Leaders and get a free copy of "The Active Manager" book   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Free Book from Level 10 Leaders! Ryan Castle LinkedIn Level 10 Leaders Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Always visible, but feeling unseen. At Second First, we hear this all the time from seconds-in-command: “I'm running the company. I'm making the decisions. I'm keeping the team on track… but I don't feel seen.” It's a hard feeling to name, but it's real. You're essential to the business, yet your impact is often invisible. This invisibility shows up in two ways. First, your contributions don't always get recognized, because smooth operations and prevented crises rarely make headlines. And second, you may feel like no one at work truly knows you as a person. It's a strange loneliness: surrounded by people all day, yet carrying the sense that the “real you” isn't visible. You'll hear all about: 00:28 — The paradox of being a second-in-command: running operations yet feeling unseen. 01:16 — Two dimensions of invisibility: lack of recognition for contributions and not being known personally. 01:43 — Why your best work often feels invisible: preventing crises, aligning teams, and acting as the "glue." 02:40 — How wins get attributed to others—and why that's by design for team development. 03:15 — Why founders struggle to articulate your value (and the absence of formal reviews). 04:04 — The emotional toll: loneliness, wearing a mask, and feeling like no one knows the “real you.” 05:07 — Why this matters: the cycle of over-communicating, second-guessing, or retreating into tactical work. 06:28 — Three strategies to feel more seen: Work Out Loud — Track and share decisions and their impact. Think Out Loud — Make your strategic thinking audible in meetings. Personal Value Statement — Create a one-sentence mission for your role. 10:41 — A mindset shift: some of your best work will always be invisible—and that's part of your power. 11:19 — Combatting loneliness: finding peers who understand your role through community.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Retreat September 16-17 Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

If you're always too busy to invest in yourself, your career might be stuck. In this short but powerful solo episode, Megan Long addresses the all-too-familiar excuse: “I'm too busy.” Whether you're putting off professional development, skipping strategic planning, or just stuck in back-to-back meetings, it's time to ask what that busyness is really costing you. This is a pep talk for every second-in-command who's running on fumes—and a reminder that making time for yourself is a leadership skill, not a luxury. You'll hear all about: 01:30 – The mastermind retreat in Nashville and what people are saying about why they “can't go” 02:09 – The real cost of saying “I'm too busy” Common trap: saying no to opportunities that would help you grow EOS implementer insight: teams are skipping Rocks because of day-to-day chaos 03:14 – The pandemic slowdown vs. the current pace of business Remembering daily 2pm walks—and why they feel impossible now Just being busy doesn't mean you're making an impact 04:15 – 3 reflection questions to reclaim your time and direction: When was the last time you invested in your own growth? When was the last time you asked for something you want at work? When was the last time you created space to think about your future? 05:00 – Selflessness is admirable—but it shouldn't mean self-neglect Entrepreneurs don't want their right-hand leaders burning out Make the second half of the year count for you   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Retreat September 16-17 Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Before you chase growth, fix these foundational cracks that could break your business.  Before you chase aggressive growth targets, you have to ask yourself a hard question: Is your business actually ready to scale? We work with leaders every day who are stuck in the messy middle: growing revenue while cash gets tighter, roles get blurrier, and the founder still has a hand in every decision. In this week's episode of The Right-Hand Roadmap, Megan Long walks through five common problems that must be fixed before you scale. From cash flow visibility to repeatable sales processes and reducing founder dependency, this episode is your growth-prep checklist. Growth can't be powered by vision alone. It takes clarity, systems, and some financial truth-telling to make growth possible. If your 2025 plan is off track, or if you're leading through a pivot, this episode will help you assess what to fix now (and what you can build mid-flight).   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Episode #49: The Lead-Gen Blueprint for SMBs & Perfecting an Outsourcing Partnership with Cindy Dodd Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Most companies don't have a real strategy.  What's the difference between being the “best” in your industry and being the only one of your kind? In this episode, bestselling author and street strategist Alex M H Smith joins Megan Long to break down the myths of business strategy. If you're a COO or second-in-command trying to steer your company toward a clear, scalable, and profitable future, this conversation is your shortcut. Learn how to avoid the trap of generic positioning, unlock strategic leverage, and bring a real strategy to the table.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Alex's LinkedIn Basic Arts Website "No Bullsh*t Strategy" Book Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Unlock time and scale smarter by learning what to delegate and how to successfully partner with a remote VA In this episode, Megan Long sits down with Kimeran Johnson, COO of Nexus Point, to dive deep into how executives can offload the right work, reclaim their time, and scale their companies using offshore virtual assistants. Kimeran shares practical delegation frameworks, red flags to avoid when outsourcing, and best practices for building trust and engagement with remote team members. Whether you're overwhelmed or trying to unlock new growth, this conversation offers a step-by-step approach to making your first or next VA hire successful.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Kimeran's LinkedIn Nexus Point Website Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

50 Lessons for 50 Episodes In this special 50th episode, host Megan Long reflects on the hard-won wisdom gathered from years of working as (and with) Seconds-In-Command at founder-led companies. She shares 50 rapid-fire lessons she wishes she could give her younger executive self, ranging from mindset shifts and leadership tactics to strategic guidance and personal boundaries. If you're navigating the complex and rewarding role of COO or integrator, this episode will speak directly to your experience.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Scaling Smarter: What Every COO Needs to Know About Lead Gen In this episode, Megan Long interviews Cindy Dodd, the powerhouse COO and cofounder of PEMA.io, an Inc. 5000 B2B appointment-setting firm. Cindy breaks down the most common lead generation mistakes, shares how to hold outsourced vendors accountable, and reveals the revenue planning process that helps her team scale with confidence. Whether you're managing a sales team, overseeing growth initiatives, or just trying to help your CEO hit ambitious targets, Cindy delivers clear, practical advice every Second-In-Command needs to hear. You'll hear all about: 02:07 – How PEMA.io helps entrepreneurial businesses 03:08 – The biggest mistake entrepreneurial companies make with lead gen 04:52 – What to do when you've been placed over sales with no sales experience 05:26 – The difference between delegation and abdication 06:00 – How to get ROI from outsourced marketing and sales partners 07:20 – How to vet lead gen vendors (hint: demand proof, not promises) 08:24 – The importance of aligning expectations with partners 09:12 – Leading vs. lagging indicators in outbound sales 10:28 – Lessons learned from client delivery and expectation management 12:11 – Why having a strong internal sales process is critical for outsourced partnerships 14:04 – What COOs should focus on to scale their business in 2025 16:12 – How to set realistic revenue goals based on data (not CEO wishes) 18:33 – Why quarterly reviews with your sales team help spot and replicate what's working 19:51 – Cindy's backstory: from Johannesburg to asset management to entrepreneurship 21:57 – The ups and downs of cofounding a business with your spouse 23:52 – Sneak peek at Cindy's expert session for Second First members 25:29 – Where to find Cindy online and get her free resources 26:14 – Free downloads: Outbound Sales Playbook & LinkedIn Guide   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: FREE Outbound Sales Playbook PEMA.io website Cindy Dodd's website The Takeover Podcast Cindy Dodd's Instagram Cindy Dodd's LinkedIn Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Protect the business and your team by identifying and eliminating risk before it derails your growth. One of the most powerful (and often invisible) things you can do in this role is proactively de-risk the business. That means thinking ahead, planning for disruptions, and removing single points of failure that could knock the business off track. In this episode of The Right-Hand Roadmap, we unpack the real meaning of de-risking. It's not about fear—it's about responsibility. We talk through how to evaluate operational systems, vendor dependencies, leadership bandwidth, and revenue streams with fresh eyes. Megan also shares a true story from a tornado that tested her own continuity plans, and an ADA compliance issue that could've quietly cost $20,000 if not addressed. You'll hear all about: 00:28 – Why de-risking is a critical function for Seconds-in-Command in founder-led companies 01:03 – The three core priorities you must balance: growth, team health, and risk mitigation 01:33 – Understanding key person risk: what happens if the CEO—or you—can't work? 02:01 – The value of cross-training, documentation, and succession planning 02:22 – Operational risk: how to spot single points of failure in systems and processes 02:47 – A business continuity exercise that lists every function, tool, and backup plan 03:32 – The real-life value of this work: how a tornado in 2020 tested their contingency planning 04:17 – Payroll goes down? Here's a backup plan that ensures no one misses a paycheck 05:01 – Strategic and financial risk: are you too reliant on one client, channel, or product? 05:51 – Vendor risk: how to evaluate suppliers and what to do when terms change unexpectedly 06:16 – The two-part vendor checklist: security protocols and financial terms 07:25 – How to approach worst-case scenario thinking without being a fearmonger 07:48 – Pitching risk-mitigation to your CEO: making it real with examples 08:00 – A real ADA website lawsuit story—and why a $20K surprise could derail your year 09:14 – Use storytelling and real-life examples to prioritize de-risking in your annual plan   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Avoid the Hidden Traps in Your Compensation Plan and Financial Planning as a Six-Figure Earner. In episode 47 of The Right-Hand Roadmap, we sat down with Brenton Harrison, a Certified Financial Planner who specializes in helping first- and second-generation high-income earners. Brenton pulls back the curtain on the emotional baggage that often comes with financial success, and how easy it is to fall into the trap of compensation plans that sound good on paper but leave you over-leveraged, underpaid, or misinformed. This episode is a must-listen if you've ever second-guessed your bonus structure, wondered whether equity is really worth it, or felt embarrassed not knowing what questions to ask about financial planning. Brenton's insights will challenge how you think about money, and give you the tools to build a smarter, more sustainable financial future. You'll hear all about: 00:41 – Meet Brenton Harrison: Financial planner for first- and second-generation high earners 02:25 – Why Brenton launched New Money, New Problems and the emotional baggage behind financial success 05:40 – The blind spots of compensation plans for seconds-in-command 07:55 – Why “you should be thankful” is a red flag in any compensation conversation 10:32 – When commissions and bonuses are more about control than reward 14:47 – How to recognize a toxic comp plan 17:10 – Planning for income that fluctuates (like commission-based roles) 21:18 – Should you accept equity? What questions to ask first 25:00 – The “six-figure lifestyle” trap 27:36 – How high earners can build a financial strategy that's actually sustainable 30:41 – Why your net worth matters more than your income 32:19 – Tips for COOs navigating equity, risk, and career growth 36:03 – When to hire a financial planner—and what to look for 38:45 – Brenton's advice for COOs in fast-growing companies   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: New Money, New Problems website Brenton D. Harrison's Instagram  New Money, New Problems Podcast Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Encouraging employee-generated content and building a personal brand on LinkedIn can position your company and team as industry leaders (while also making hiring easier than ever). In today's episode of The Right-Hand Roadmap, we're diving into employee-generated content (EGC) and why it's one of the most powerful tools for attracting top talent and building a strong company presence. We'll also explore why Seconds-in-Command should start developing their own personal brand online, separate from their company. You'll learn how to leverage LinkedIn without feeling cringey, encourage your team to become thought leaders, and strategically position yourself as an expert in your industry. You'll hear all about: 00:29 – Introduction to employee-generated content and personal branding 00:41 – What is UGC (user-generated content) and how does it apply to companies? 01:08 – Two main types of UGC and how brands use it 02:13 – Applying the UGC concept to your employees and company 02:49 – Why the fear of employees posting too much on LinkedIn is outdated 02:55 – The benefits of encouraging your employees to post online 03:02 – How thought leadership from your team strengthens sales and hiring 03:49 – How to help employees start posting on LinkedIn 04:45 – Why Seconds-in-Command need to build a personal brand separate from their company 05:06 – Your company is a rented brand—so it's critical to establish your own reputation 05:43 – Boz Saint John as an example of a strong personal brand 06:21 – Practical first steps for building your LinkedIn presence 07:12 – Your personal brand is more than just LinkedIn—it's the unique value others expect from you   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Get practical answers to questions COOs are asking—about SOPs, staffing ahead of growth, and managing disengaged employees. In this Q&A episode of The Right-Hand Roadmap, Megan Long tackles real-world questions from second-in-command leaders navigating fast growth, resource constraints, and team dynamics. Whether you're wondering when to systematize your startup, how to staff for a 30% growth forecast, or what to do with employees who are just clocking in and out, this episode has guidance you can apply immediately. Megan draws on years of experience working inside and alongside founder-led businesses to help you set smart priorities and avoid common missteps. You'll hear all about: 00:00 – Introduction to the Q&A format and how to submit your own questions 01:47 – Q1: Prioritizing SOPs and processes at an early-stage company with ambitious growth goals 02:11 – Why sales and marketing systems must come before internal process-building 03:10 – Strategic planning example: focusing on partnerships and lead gen over documentation 04:08 – A warning: 300% growth will break your current systems—so build flexibly 05:08 – Story: Megan's mistake of over-documenting accounting procedures too early 06:47 – Challenge your CEO on whether SOPs are the most urgent need right now 07:08 – Q2: Should you staff up in anticipation of growth or wait until overwhelmed? 08:16 – The cultural and operational risks of premature hiring 08:46 – Megan's rule of thumb: distinguish between proven vs. unproven growth 09:04 – Second First benchmarking data: turnover and revenue trends across members 10:07 – Forecasting in the post-2020 era: why historical data can be misleading Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Want your CEO to actually read your emails? Master the art of concise communication. As a COO or second-in-command, you don't have time for long-winded explanation, and neither does your CEO. In this episode of The Right-Hand Roadmap, Megan Long shares why brevity is an essential leadership skill in founder-led companies. You'll hear real-life examples of communication failures and learn how to craft messages that get read (and acted on). If you've ever written a detailed email that went ignored, this episode is for you. You'll hear all about: 00:28 – Why conciseness is a must-have leadership skill 00:40 – A real-world example: The director with PhD-level emails 01:36 – The manager whose messages were unreadable walls of text 02:32 – Have you ever written an email that was ignored? Here's why. 02:53 – The #1 rule of communicating with CEOs: Get to the point 03:05 – The power of clarity: Trial lawyers and plain English 03:28 – How to write emails your CEO will actually read 03:35 – Start with an executive summary (2-4 sentences) 03:47 – Use bullet points for key facts 03:58 – Cut the fluff: Eliminate filler words and phrases 04:39 – The golden rule: Give CEOs access to supporting details, but don't make them hunt for the key takeaways Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Prepare for quarterly planning with a structured prework process that ensures alignment, clarity, and execution for your leadership team. Quarterly planning isn't just about setting goals—it's about ensuring your company is focused, aligned, and equipped to execute effectively. In this episode, Megan Long breaks down the essential prework every second-in-command should complete before heading into a quarterly planning session. From reviewing financials to aligning with your CEO, these steps will help you walk into the room prepared, confident, and ready to lead a productive strategy meeting. You'll hear all about: 00:28 – The purpose of quarterly planning: alignment, focus, and execution 00:36 – The impact of preparation on a successful planning session 01:15 – Review last quarter's results 01:56 – Evaluate last quarter's rocks (goals) 02:47 – Review key business metrics and trends 03:17 – Meet with department heads 04:32 – Personal pre-planning session 05:19 – Align with your CEO   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Secrets to success being a Second-In-Command to your spouse while balancing business and family life with Amy Stasiukaitis, Chief of Staff at Low County Case & Millwork and founder of The Helm. Being a second-in-command in any business is a challenge, but when your CEO is also your spouse, the dynamics become even more complex. In Episode 42 of The Right-Hand Roadmap, we sat down with Amy Stasiukaitis, Chief of Staff at Low County Case & Millwork and founder of The Helm, to discuss what it takes to balance leadership, marriage, and motherhood. Amy also shared how she carved out her role as “Chief Matriarch” in a growing company, managing operations while supporting her husband's vision. You'll hear all about: 02:15 – Amy's background and how she became the Chief of Staff at Low County Case & Millwork and “Chief Matriarch” in life as a whole. 05:30 – Defining the role of a Second-In-Command in a family-run business 09:45 – The biggest challenges of working with a spouse and how to navigate them 14:10 – The benefits of setting boundaries, or not setting boundaries! 19:30 – Why communication is the key to success in business and marriage 23:50 – The importance of trust between the entrepreneur and Second-In-Command 27:40 – How Amy's experience led her to create The Helm and share her expertise with other Second First members. 32:15 – Advice for anyone stepping into a leadership role alongside their spouse Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode:   Chief Matriarch - Amy's Website Low County Case & Millwork Second First Membership Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn Amy Stasiukaitis on LinkedIn Amy Stasiukaitis on Instagram

Learn the key differences between an Executive Assistant, Chief of Staff, and COO, and how to maximize your partnership with a founder, featuring expert insights from Hallie Warner. In this episode of The Right-Hand Roadmap, we dive deep into the evolving roles of Executive Assistants, Chiefs of Staff, and COOs with Hallie Warner, founder of The Founder & The Force Multiplier. Hallie shares her expert perspective on how each role serves a founder differently, what makes for a successful right-hand partnership, and when it's time to level up. If you're a COO, EA, or Chief of Staff (or you're thinking about hiring one) this episode will give you a clear roadmap to making that partnership thrive. You'll hear all about: 03:12 - The distinct roles of an Executive Assistant, Chief of Staff, and COO—and how they evolve over time 08:45 - How a founder's needs dictate the right-hand role they should hire for 12:30 - The biggest misconceptions about EAs, Chiefs of Staff, and COOs 17:55 - What makes a right-hand partnership successful, from both the founder's and the operator's perspective 23:40 - When it's time for an EA to step into a Chief of Staff role—and when that might not be the right move 29:10 - Key skills that Chiefs of Staff and COOs need to develop for long-term success 34:50 - Hallie's advice for founders looking to hire their first right-hand Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: The Founder & The Force Multiplier Second First Membership Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn Hallie Warner on LinkedIn Hallie Warner on Instagram

Feeling less confident in your role as a Second-in-Command? Learn how the Dunning-Kruger effect impacts your leadership and how to overcome it. Ever feel like the more you learn, the less confident you become? You're not imagining it. This is the Dunning-Kruger effect at work. In this episode, we break down how this psychological phenomenon affects Seconds-in-Command and why gaining experience can sometimes feel like a confidence killer. Learn how to push past self-doubt, trust your expertise, and lead with confidence...even when you don't have all the answers. You'll hear all about: 01:11 – Why COOs and Integrators often feel less confident over time. 02:17 – The paradox: the more you know, the more you realize you don't know. 03:00 – Real-world examples from coaching engagements where confidence dips after deeper learning. 03:42 – Understanding "Mount Stupid"—why overconfidence is highest when knowledge is lowest. 04:11 – Three ways the Dunning-Kruger effect impacts Seconds-in-Command: 04:16 – Second-guessing decisions, even when you're the most qualified. 04:44 – Assuming the CEO has all the answers (hint: they don't). 05:22 – Holding back on leading boldly when your perspective is most needed. 06:03 – How to counteract self-doubt and embrace your role: 06:09 – Trust your expertise and recognize self-awareness as a strength. 06:32 – Assert yourself with confidence—your CEO needs your input. 07:34 – Embrace continuous learning, but don't let it paralyze you.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: The Dunning-Kruger Effect Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Want to connect with top industry leaders and expand your executive network? Learn how to make high-impact connections and build relationships that open doors. As an executive, your network is one of your greatest assets. In this episode of The Right-Hand Roadmap, we dive into the art of strategic networking: how to connect with key industry leaders, build meaningful professional relationships, and leverage those connections to grow in your role. Megan Long shares actionable strategies for getting in front of decision-makers, breaking into exclusive circles, and maximizing networking opportunities at events. Whether you're looking for mentorship, new opportunities, or simply a stronger support system, this episode will help you make the right connections. You'll hear all about: 00:48 – Why networking matters for executives and leaders, not just entrepreneurs 03:05 – The importance of owning your network and making your value transferable 03:58 – The power of bold introductions: How a simple conversation led to a career-changing internship 06:05 – The art of networking with high-profile individuals (without being awkward or pushy) 07:25 – The “one-degree separation” strategy: Using mutual connections to get introductions 08:14 – Leveraging conferences and events to meet industry leaders 09:14 – How to maximize company sponsorships to access exclusive networking opportunities 10:18 – The key to effective follow-ups and making connections stick Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Discover how to reclaim 20% of your team's time and master your digital tools with Shawn Lemon, founder of The Digital Organizer. In this episode of The Right-Hand Roadmap, we sit down with Shawn Lemon, founder of The Digital Organizer, to tackle the hidden costs of "digital chaos" in your organization. Shawn shares practical strategies for optimizing digital tools, streamlining workflows, and reclaiming 20% of your employees' time. Whether you're drowning in a sea of Slack messages, struggling to find that elusive Google Doc, or wondering how to finally implement efficient systems, this conversation is packed with actionable insights you can start using today. You'll hear all about: 01:20 – Introduction to Shawn Lemon and The Digital Organizer: Shawn explains his mission to help companies escape “digital chaos.” 03:45 – Identifying "digital chaos": Common signs your organization is losing efficiency due to poor digital organization. 06:15 – Reclaiming 20% of employee time: How systematizing your tools and workflows can unlock hours of productivity. 08:50 – Essential tools for digital organization: Shawn's go-to platforms and why less is more when it comes to tech. 11:10 – Email mastery: Tips for managing overflowing inboxes and setting boundaries. 13:30 – Overcoming resistance to change: How to get buy-in from your team to adopt new systems. 16:00 – The power of a "single source of truth": Why a centralized platform is the foundation of digital clarity. 19:40 – Real-world examples: Stories of teams who regained control and boosted productivity through Shawn's methods. 22:15 – Quick wins: Immediate steps you can take today to reduce digital clutter. 25:00 – Closing thoughts: Shawn's advice for sustaining long-term digital organization. Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Download Your Free Guide from The Digital Organizer The Digital Organizer Website Second First Membership Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn Shawn Lemon on LinkedIn The Digital Organizer on LinkedIn The Digital Organizer on Instagram

Simple yet powerful phrases to elevate your leadership, empower your team, and reclaim your time. In this episode, host Megan Long shares three essential phrases every COO or second-in-command should master. These tools are designed to grow your team's problem-solving skills, build trust with your CEO, and help you maintain focus by avoiding unnecessary urgency. You'll hear all about: 00:29 – Introduction to the episode: three phrases to add to your leadership toolbox. 01:01 – Phrase 1: “What do you suggest?” — Empower your team to think critically and solve their own problems, boosting their confidence and decision-making muscles. 02:10 – Benefits of using “What do you suggest?” for your team's growth and your freedom as a leader. 03:05 – Phrase 2: “How do you feel about that?” — Gain insight into your team's and CEO's perspectives while strengthening trust and connection. 04:13 – How asking your CEO this question enhances your partnership and provides a deeper understanding of their thought process. 04:29 – Phrase 3: “When do you need an answer by?” — A strategy for managing decision-making pressure and prioritizing effectively. 05:52 – The hidden benefit of teaching your team the difference between urgency and importance.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: “Who's Got the Monkey?” by Harvard Business Review Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Set realistic revenue goals for the year and create a strategic plan to hit them. In this episode, Megan Long breaks down the process of setting accurate revenue goals for your business. If you're tired of arbitrary revenue targets, this episode will teach you how to evaluate your sales funnel, crunch the numbers, and build a clear path to success. Whether you're a COO or second-in-command, this episode gives you actionable steps to help your company achieve its financial targets—and even exceed them. You'll hear all about: 00:28 – The common pitfall: arbitrary revenue targets set by CEOs without sufficient planning. 01:20 – The importance of working backward to assess team capacity and realistic targets. 01:55 – Megan introduces the downloadable worksheet to guide listeners through the exercise. 02:12 – Start by analyzing your sales funnel and collecting five key data points. 03:36 – Calculating average deal size using historical sales data. 04:14 – Breaking down an example sales funnel with clear metrics and close rates. 05:45 – How to calculate your company's revenue capacity based on your sales funnel. 06:17 – Adjusting team capacity or hiring needs to meet ambitious revenue goals. 07:26 – Evaluating individual salesperson capacity to handle increased quotas. 08:12 – Using sales funnel math to communicate actionable plans to your CEO.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Discover how Second First designed and launched a membership model for COOs and Seconds-in-Command. In this behind-the-scenes episode, Megan Long pulls back the curtain on creating a professional membership program tailored for Seconds-in-Command of founder-led businesses. Learn how Second First transformed their mastermind events into a dynamic, year-round membership with curated cohorts, expert workshops, and a user-friendly online platform. Megan shares the challenges, decisions, and strategies that brought this vision to life. You'll hear all about: 01:04 - The inspiration: a Nashville mastermind event and the need for continuity. 01:51 - Transitioning from one-off events to a year-round membership. 02:14 - Three key projects: pricing structure, value proposition, and building an online platform. 02:35 - Designing the revenue model for affordability and predictability. 03:48 - Why monthly dues include the in-person event to simplify budgeting. 05:00 - Shifting from project-based revenue to recurring revenue for stability. 05:13 - Crafting value: small mastermind cohorts for accountability and growth. 05:52 - Added perks: tools, templates, expert sessions, and a member directory for connections. 09:00 - Choosing Circle as the membership platform for its intuitive design.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Five "gifts" that are impactful ways to prioritize yourself and your growth in 2025. As the year winds down, we often focus on giving to others—but at Second First, we also encourage our community to invest in themselves. That's why we're excited to share the final episode of 2024, where we dive into five intentional gifts Megan Long gave herself this year. Each one represents a commitment to self-care, growth, and setting up for success in 2025. You'll hear all about: 01:25 - The first gift: Pre-scheduled "choice days" for rest, focus, or catch-up time. 02:52 - The second gift: A "personal profile" setting on her phone to limit work-related notifications. 03:32 - The third gift: A premium subscription to the Finch app for gamified self-care and productivity. 05:47 - The fourth gift: The "10 Things to Be True" exercise for visualization and goal-setting. 07:16 - The fifth gift: Three new professional memberships for growth and accountability in 2025. 08:46 - Reflections on the first year of The Right-Hand Roadmap podcast and what's to come in 2025.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Finch App Second First Membership Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Use the Three C's to unlock the COO's superpowers. In this special replay of a webinar presented to the Entrepreneur's Organization, Megan Long unpacks how to use the Three C's: Communication, Coaching, and Community, to unlock the power of a strong Second-In-Command. Whether you're a founder looking to level-up your leadership team or a Second-in- Command seeking growth, you'll gain actionable insights and real-world examples from Megan's presentation. You'll hear all about: 02:15 - Common challenges founders face when scaling their businesses. 05:30 - The strategic role of a second-in-command in bridging vision and execution. 08:45 - How to assess whether your business is ready for a COO. 12:00 - Characteristics of a successful founder-COO partnership. 15:30 - Real-world examples of founder-second-in-command dynamics in action. 18:45 - Megan's top strategies for empowering your second-in-command to drive results.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Answering your questions about measuring success, hiring a second-in-command, and the best tools to streamline operations. Feeling stuck in your role as a Second-In-Command? You've climbed as high as the org chart allows, achieved the “top” title in your company, and yet, the hunger for growth remains. In this episode, Megan Long dives into the unique challenges COOs and other seconds-in-command face when they've reached the top of the org chart in entrepreneurial businesses. You'll hear all about: 00:28 – Listener Q&A kicks off! Learn how to submit your questions for future episodes. 01:28 – Question 1: How do I measure my success as an integrator? 04:32 – Question 2: What advice do you have for hiring a second-in-command? 07:29 – Question 3: What's your top recommended tool or software? 09:33 – Closing thoughts: Submit your questions, find show notes, and subscribe to stay in the loop!   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Microsoft Loop Blog Post Second First Membership Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Break through your ceiling and reignite growth as a Second-In-Command. Feeling stuck in your role as a Second-In-Command? You've climbed as high as the org chart allows, achieved the “top” title in your company, and yet, the hunger for growth remains. In this episode, Megan Long dives into the unique challenges COOs and other seconds-in-command face when they've reached the top of the org chart in entrepreneurial businesses. You'll hear all about: 00:38 – Why feeling "stuck" happens in entrepreneurial businesses and how flat hierarchies can limit traditional career advancement. 01:00 – Reframing career growth: shifting from climbing the ladder to expanding your scope. 02:02 – The lifecycle of a second-in-command: tactical beginnings to strategic partnerships. 02:45 – Transitioning from being in the weeds to coaching and mentoring your team. 03:11 – The strategic shift to organizational development and long-term planning. 04:08 – Becoming a thought partner to your CEO and taking ownership of new initiatives. 04:42 – Ways to upskill: hiring a coach, consuming high-quality resources, and joining peer groups. 05:21 – The value of structured training and small group masterminds like Second First's membership program. 05:27 – Collaborating with your CEO through offsite discussions for personal and professional alignment. 06:08 – Developing external influence by positioning yourself as a thought leader and expanding your network.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

The personal journey behind Second First's origin and how COO support systems changed everything. At Second First, we know that being a second-in-command in a founder-led business can feel both rewarding and isolating. Our CEO, Megan Long, knows firsthand the weight of responsibility that comes with such a role, and in our latest episode of The Right-Hand Roadmap, she opens up about her personal journey to building Second First as a haven for others in her shoes. Megan's story is one of resilience, perseverance, and a commitment to helping COOs, Directors of Operations, and Seconds-In-Command feel less alone. In 2020, facing everything from natural disasters to a pandemic, she realized how crucial it was to have a peer network that truly understood her role's pressures. It was this experience—navigating uncharted waters with no place to turn—that sparked the creation of Second First. We wanted to build something more than a coaching framework; we wanted a community that lifts up each other through the toughest challenges. If you've ever felt like no one understands the demands of being the "number two," tune in to hear the personal story that launched Second First and why we're dedicated to building a strong, supportive community for second-in-command leaders. You'll hear all about: 00:36 - Megan shares why she hesitated to tell her full story and discusses her gratitude for past mentors. 01:16 - Reflecting on the career experiences that shaped her perspective as a young entrepreneur and woman in leadership. 02:02 - Introduction to Megan Long and the founding of Second First. 02:46 - Background as a CPA and rise to COO in a founder-led company. 03:06 - Realizing the gap in professional development and peer support for seconds-in-command. 03:18 - Building a coaching framework for the second-in-command role. 05:15 - 2020 brings unexpected challenges: tornado, pandemic, and more. 06:13 - Leading the company through crisis: disaster response and financial adaptations. 07:28 - The pressure and personal isolation of crisis leadership. 08:18 - Facing depression and how it spurred her to seek support and start Second First. 10:10 - Founding Second First to prevent other seconds-in-command from feeling isolated. 11:32 - The importance of peer support for seconds-in-command and Second First's mission. 13:28 - Highlighting member feedback on the Second First community. 13:51 - Upcoming opportunity to join the Second First membership Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Use these powerful AI prompts to streamline your work as a COO and enhance productivity. In this episode of The Right-Hand Roadmap, we explore how ChatGPT and other AI tools can streamline various aspects of a COO's day-to-day responsibilities, from high-level strategic planning to task-focused productivity. Using the right AI prompts can save time and offer insights into decision-making without the need to open endless new applications or risk security issues. We highlight practical uses for ChatGPT, including prompts to speed up decision-making by generating quick risk assessments and pros/cons lists for new initiatives. COOs can also offload admin work, asking ChatGPT to create executive summaries or time-block their schedules. For those diving into quarterly or annual planning, the episode also covers AI's role in conducting trend analyses and drafting clear, concise presentations for team-wide meetings. You'll hear all about: 00:28 - Addressing AI fatigue and common use cases reported by business leaders. 01:06 - Security concerns with open AI models; lessons from Samsung's data incident. 01:53 - Open-source vs. closed-source AI and their implications. 02:35 - App fatigue and tips for discerning new AI apps. 04:08 - Introduction to Palo Alto Networks' "Applipedia" for assessing app security. 04:54 - Prompt 1: Speed up decision-making with AI-based risk analyses. 06:17 - Prompt 2: Boost productivity by leveraging AI for summarizing reports, time-blocking schedules, and creating checklists. 07:44 - AI use case for personal organization, such as creating a self-care plan or meal planning. 08:39 - Prompt 3: Utilize AI for strategic planning and trend analysis. 09:54 - Breaking down priorities or “rocks” with AI for a 90-day plan. 10:38 - Use AI to draft presentations for a State of the Company meeting. Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Palo Alto Networks' Applipedia Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

Learn six practical strategies to keep your focus on long-term success while managing daily demands. Being a COO or second-in-command in a founder-led company is no easy task. With so many day-to-day responsibilities, it's easy to lose sight of the bigger picture. That's why in this episode of The Right-Hand Roadmap, we focus on strategies that will help you stay aligned with your company's long-term vision while managing immediate needs. Listeners will gain insights on decision-making, setting priorities, and collaborating with other leaders, all while keeping the company's long-term vision in mind. You'll hear all about: 00:44 – First strategy: Will the solution work five years from now? 01:37 – Second strategy: Consider multiple perspectives within the organization. 02:16 – Third strategy: If a decision negatively affects one employee, does it benefit the rest of the team? 03:10 – Fourth strategy: Always focus on your "rocks" – the key priorities. 04:22 – Fifth strategy: Monthly big-picture meetings with the CEO. 05:04 – Sixth strategy: Create a list of 10 things you want to be true about the business in 10 years. Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: The 7 Habits of Highly Effective People by Stephen Covey

How to set boundaries with your CEO to create a productive and balanced work relationship. At Second First, we know that managing the delicate balance between supporting a visionary CEO and maintaining your own work-life harmony can be tricky for seconds-in-command. In this week's episode of The Right-Hand Roadmap, we focus on how to set clear, mutually beneficial boundaries that ensure you're delivering your best work while protecting your time. Boundaries are not about restricting access or flexibility. Rather, they're about creating clear expectations for how to achieve the best results in your role. We encourage COOs to think about what work-life fit looks like for them personally and what hours they expect to be available to their CEO. It's equally important to recognize your "sacred time" – moments that should remain completely off-limits, whether for family or personal rejuvenation. Today, Megan walks through practical steps to clarify expectations, navigate difficult conversations, and set yourself up for long-term success in your role, while still being available when it truly matters.   You'll hear all about: 00:44 – Framing boundaries as a way to enhance productivity, not limit flexibility. 01:35 – Get clear on what work-life balance or work-life fit looks like for you. 02:19 – Establishing expectations for availability between you and your CEO. 02:52 – The importance of setting boundaries to protect personal relationships. 03:17 – Creating agreements for handling communication outside of normal work hours. 03:40 – Identifying and protecting your "sacred time" where you are completely unavailable. 05:05 – Addressing misaligned tasks that don't fit with your natural abilities or goals. 06:00 – Commit to staying refreshed and recharged to perform at your best.   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode.

Take control of your weeks by designing the perfect schedule. Today we dive into practical strategies for taking back control of your time by creating the perfect weekly schedule. A schedule that not only aligns with your priorities but also helps you minimize distractions, maximize productivity, and avoid burnout. The framework Megan Long discusses in this episode, is called the "Ideal Week", based on Todd Duncan's book Time Traps. By the end of the exercise, you'll walk away with a weekly schedule that includes all the essential activities -- team meetings, one-on-ones, and strategic work -- while also making room for personal development, self-care, and focus time. Once you've crafted this schedule, it's about sticking to it and protecting your time from last-minute disruptions. At the end of the episode, Megan also shares four of her favorite hacks to help you maintain control over your calendar (including how to avoid Sunday Scaries!) You'll hear all about: 00:32 – Avoid the trap of always being available. Constant distractions reduce your effectiveness. 01:10 – Protect your calendar—don't allow last-minute appointments or impromptu meetings. 01:55 – Introducing the ideal week framework from Todd Duncan's book, Time Traps. 02:18 – Step one: Identify your top “must-do” activities like team meetings, one-on-ones, and priority work. 03:03 – Step two: Identify the “want-to-do” activities like personal development or self-care. 03:45 – Fill out an ideal week template to map out your day-to-day activities, from meals to work priorities. 05:16 – Focus on revenue-producing and value-creating activities like client proposals. 06:04 – Hold yourself accountable to your ideal week by printing it out or using a digital calendar. 06:45 – Megan's top tips: 1) No meeting Mondays, 2) Group one-on-one meetings, 3) Block time for travel, 4) Leave protected blank space for deep work. Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Time Traps: Proven Strategies for Swamped Salespeople by Todd Duncan

Lessons learned from a childhood business, and how they apply to partnerships as a Second-In-Command. In this episode of The Right-Hand Roadmap, we take a nostalgic trip down memory lane with Megan Long, as she shares the story of her very first business—Bodacious Beads—and the early lessons she learned about unequal partnerships. As a young entrepreneur making beaded jewelry with a childhood friend, Megan quickly realized that not all partners contribute equally. This experience, while playful at the time, echoed deeply in her later career as a COO. Many seconds-in-command know the feeling of carrying the bulk of the workload while the CEO enjoys the spotlight and reaps the rewards. Through this story, we encourage all second-in-commands to reflect on their roles and ask the tough questions: Are you fulfilled by the work you do? How can you reconcile your role to ensure it aligns with your personal goals? Tune in to hear how personal fulfillment plays a crucial role in long-lasting and successful partnerships. You'll hear all about: 00:40 – The story of Megan's first business, Bodacious Beads, which she started with a childhood friend, diving into early experiences of partnership dynamics. 02:20 – Megan describes the process of making jewelry and her unexpected realization when her partner contributed significantly less. 04:03 – The moment of truth arrives at a craft show when Megan notices the difference in effort between her and her friend, introducing her to the concept of unequal partnerships. 05:00 – Drawing parallels to her experience as a Second-In-Command, Megan explains the unequal work dynamics COOs can face when managing the day-to-day while the CEO enjoys the spotlight. 06:05 – She emphasizes the importance of finding personal fulfillment and alignment with career goals as a COO. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode.

Unlock the full potential of your CEO/COO partnership with communication, coaching, and community. We recently launched our Partnership Alignment Checkup, a quiz designed to help you understand where you stand in your CEO/COO relationship. Whether you're in lockstep with your CEO, have a solid foundation that needs improvement, or are struggling to align, this tool provides valuable insights to help you strengthen that bond. From there, we offer practical advice on improving communication, coaching each other for better clarity, and seeking community support from peers in similar roles. Together we cover the Three C's—the three key factors—communication, coaching, and community—that can take your partnership to the next level. You'll hear all about: 00:37 – How to assess your relationship with your CEO using the new "Partnership Alignment Checkup" quiz available on the Second First website. 01:16 – Possible outcomes from the quiz: You're either in lockstep, have a solid foundation with room for improvement, or need significant alignment. 01:58 – The role of the COO as a "force multiplier" and how the relationship with your CEO impacts your effectiveness. 02:26 – Introduction to the "Three C's" of improving your partnership: Communication, Coaching, and Community. 02:51 – Rapid-fire communication tips, including setting big-picture one-on-ones, creating a shared idea list, and documenting roles and responsibilities. 04:19 – Coaching: How repeating back what your CEO says can improve clarity and alignment. 05:06 – Understanding different priority systems and working together on what's urgent vs. important. 06:14 – Why exploring leadership and executive coaching can help bridge the gap between vision and execution. 06:44 – Community: The importance of having peers in your vertical and connecting with other seconds-in-command for support and insight. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Partnership Alignment Quiz

Wrap-up of the 2024 Second First Exchange mastermind for Seconds-In-Command. At Second First, we recently wrapped up our highly anticipated 2024 Second First Exchange mastermind in Nashville, Tennessee. It was an incredible experience, bringing together Second-In-Command leaders from across various industries for two days of in-depth learning, sharing, and connection. Megan shares key moments, takeaways, and the importance of creating a safe, yet valuable space for Seconds-In-Command to thrive. This mastermind wasn't just another business conference; it was a transformational experience where leaders left feeling heard, understood, and empowered. We're excited to bring even more value to the Second First Exchange in the coming months, so stay tuned for exciting updates! You'll hear all about: 00:28 - Recap of the Second First Exchange mastermind held in Nashville, Tennessee. 03:25 - Megan discusses the value of surrounding yourself with the right people and setting a positive, supportive tone for the cohort. 03:36 - Guest speaker Duane Marshall shared insights, and was impressed by the immediate camaraderie of the group. 05:30 - A recurring theme from attendees was the relief in finding peers who understood their unique challenges as seconds-in-command. 08:49 - Megan emphasizes the importance of curating the best experience and not taking the path of least resistance when organizing events. 09:58 - A member appreciated the balance between offering value and creating space for peer-to-peer learning, a key goal of the mastermind. 11:09 -Exciting changes to the Second First Exchange program will be announced in the coming months. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First on LinkedIn Second First website

Navigating entrepreneurs that don't fit the stereotypes, reading recommendations, and the importance of a new leader's onboarding. In this quarter's Q&A episode of The Right-Hand Roadmap, we dive into the complexities that COOs and Seconds-In-Command often face when leading alongside non-traditional entrepreneurs. Not every CEO fits the visionary, fast-paced stereotype. We explore how to navigate these dynamics while still implementing the tools and strategies from Second First. Megan also shares three business books for any second-in-command looking to level up. These reads offer practical, no-nonsense advice on strategy, leadership, and client retention. Finally, we tackle a common leadership challenge—what to do when you've hired someone who isn't performing as expected. With strategies on how to reset expectations and establish a clear onboarding plan, this episode is a must-listen for any COO navigating similar leadership or strategic hurdles. You'll hear all about: 00:44 - How to submit a question for future episodes 01:40 - Question 1: What to do when your CEO is not a typical visionary? 02:40 - How some entrepreneurs are content with maintaining a lifestyle business 03:18 - The seven types of second-in-command roles, including "the other half" 04:03 - CEOs as technical experts who prefer not to lead marketing and sales 04:26 - Applying CEO-level strategies as a second-in-command 05:00 - Question 2: Three must-read business books 05:59 - Megan shares her thoughts on long business books and recommends 3 titles 08:02 - Question 3: How to handle a leadership misfire after hiring someone new 08:37 - Importance of creating a detailed 90-day onboarding plan 09:36 - Pitfalls of hiring new leaders without a plan 09:59 - How to hit the reset button and realign a new leader with a 60-day plan Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: No Bullshit Strategy by Alex M.H. Smith The Power of Moments by Chip and Dan Heath Never Lose a Customer Again by Joey Coleman The First 90 Days by Michael Watkins 2006 Harvard Business Review article: "Second in Command: The Misunderstood Role of the COO"

Use Q4 strategically to set your company up for a successful next year with practical tips on operations, talent, finance, and business development. As we enter the final stretch of the year, it's tempting to push through Q4 in a rush to hit annual goals. However, at Second First, we believe that Q4 is the perfect time to slow down, reflect on the year, and plan strategically for next year. By taking a thoughtful approach, you'll avoid feeling like you're behind when January arrives. In our latest podcast episode, we share a process to assess how your company has performed so far and how to shift into a long-term strategy. We recommend using the S.W.T. analysis—strengths, weaknesses, and trends—so you can identify key trends in the market and industry that could shape your strategy. We also provide actionable questions to assess four crucial categories: operations, talent, finance, and business development. Take the time in Q4 to tighten up your processes, assess team needs, and strengthen relationships with partners. This will help you hit the ground running in January, ensuring that you start the new year feeling prepared and ahead of the curve. You'll hear all about: 01:32: Q4 is the time to take an honest look at the past year and shift into long-term strategic thinking. 02:00: Introduction to the S.W.T. assessment: strengths, weaknesses, and trends. 02:26: How trends in the market, technology, and consumer behavior can influence your strategy. 03:04: Operations: Questions to ask about bottlenecks, processes, and vendor performance. 04:14: Talent: Where are team bottlenecks? Who is ready for a promotion? Where do you need to upgrade your team? 05:21: Finance: Ensure your prices, margins, and payroll are in check. Focus on profits, not just revenue. 05:57: Business development: Build better relationships with referral partners and explore strategic partnerships. 06:20: Example of creative strategic partnerships to boost sales. 07:09: Wrap up with key insights on setting up recurring revenue and starting next year strong. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode.

Understand and navigate your CEO's entrepreneurial mindset and thinking habits. Entrepreneurs are fast-moving visionaries who thrive on risk, resilience, and a willingness to fail forward. They have a unique set of thinking patterns that can be confusing or even frustrating to more operations-minded executives. By recognizing, understanding, and appreciating these traits, you can find the middle ground that allows you to work more effectively together. In this episode, we break down the entrepreneurial mindset into key components—risk-taking, resilience, and views on failure—while also delving into common thought patterns that drive their decision-making. Understanding these behaviors will not only help you better support your CEO but also strengthen the partnership as a duo. You'll hear all about: 00:39: Challenges operations-minded executives face with visionary entrepreneurs. 01:08: Key qualities of entrepreneurs: risk-taking, resilience, and views on failure. 02:07: Entrepreneurs' unique relationship with risk and why they accept it. 03:25: The importance of resilience in entrepreneurial success. 03:59: How entrepreneurs view failure as a stepping stone to progress. 05:04: Common thinking habits of entrepreneurs that COOs should understand. 06:50: The anxiety-driven belief that everything could be lost, even during success. 09:10: The role of the Second-In-Command in managing and supporting these entrepreneurial traits. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode.  

The Four Mandatory Meetings You Should Be Having as a Second-In-Command In this episode of The Right-Hand Roadmap, we dive into the four must-have meetings every Second-In-Command of a founder-led company should be scheduling. Megan Long explains how these meetings not only drive company success but also strengthen your role as a COO. These meetings aren't just about ticking boxes—they're about fostering alignment, driving strategic initiatives, and building strong relationships across the leadership team. From weekly one-on-ones with your CEO to quarterly planning sessions with your entire leadership team, each meeting plays a pivotal role in your success. We also explore the value of skip-level meetings, offering you a way to stay connected with all levels of your organization and truly understand the pulse of your company. You'll hear all about: 00:55 - Meeting #1: Weekly one-on-ones with the CEO or founder; recommended structure and agenda. 04:35 - Meeting #2: Monthly same page meetings; fostering alignment and strategic planning. 05:52 - Meeting #3: Weekly one-on-ones with direct reports; building rapport and ensuring accountability. 08:07 - Meeting #4: Quarterly planning meetings; setting the strategic direction for the company. 09:32 - Bonus: The value of skip-level meetings for maintaining company culture and transparency. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: "Rocket Fuel" by Gino Wickman & Mark C. Winters  

We're Back! Back from our summer break, host Megan Long fills you in on all of the exciting behind-the-scenes happenings at Second First, the company behind The Right-Hand Roadmap podcast! In this casual, chatty episode, you'll hear all about: You'll hear all about: 01:04 – The May launch of a Mastery class, our ten-week certification course. 02:00 – The second big project of the summer: our mastermind event, Exchange. 02:58 – How Megan wants to make Exchange “easy” for attendees compared to other conferences. 03:36 – An exciting, to-be-announced change to the Exchange program. 03:51 – Growing the Second First team. 04:03 – The changes in our podcast, and hard lessons learned when choosing software platforms. 04:43 – Some new and different workshops Megan Long is hosting for unique Seconds-In-Command.   Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second-In-Command Mastery – 10 Week Certification Course Second First Exchange – Mastermind

Discover strategies to reengage disengaged leaders. In this episode, we're taking a workshop-style approach to tackle the issue of disengaged leaders head-on. From identifying common reasons behind declining participation to offering actionable strategies for reengagement, we've got you covered. Whether it's addressing managerial burnout, navigating the Peter Principle, fostering a compelling vision, or managing external personal issues, we're here to guide you every step of the way. Throughout the episode, listeners will gain valuable tips on how to recognize signs of disengagement, ask probing questions to uncover underlying issues, and implement effective solutions to reignite passion and commitment in leadership roles. You'll hear all about: 01:08 - Common reasons for declining participation among leaders. 01:28 - Strategies to address managerial burnout are explored, including setting boundaries and practicing stress reduction techniques. 03:28 - The concept of the Peter Principle is introduced, along with strategies to navigate it such as the nine-box grid and dual career ladders. 06:15 - Lack of vision or "what's in it for me" (WIFM) is examined, emphasizing the importance of a compelling and relatable vision for all team members. 07:38 - The Pygmalion effect and its implications for leadership expectations and performance are discussed. 08:42 - External or personal issues affecting leader engagement are acknowledged, highlighting the importance of HR involvement in finding solutions. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Nine Box Grid for Talent Management

Listener Submitted Q&A: Compliance Risk, Finding Employment, and Feeling Held Back. In this episode, Megan Long, your host and owner of Second First, dives into the second quarterly Q&A of 2024. Each quarter, we address pressing questions submitted by our listeners. From navigating regulatory challenges to strategizing career moves, we cover a wide range of topics relevant to today's second in commands. Throughout the episode, we offer practical advice and actionable strategies to help listeners overcome common obstacles in their roles. Whether it's convincing a CEO to prioritize compliance, positioning oneself as an attractive candidate for new opportunities, or navigating disagreements with company owners, we provide valuable insights to empower COOs in their journey. You'll hear all about: 01:34 - Question 1: A listener expresses concern about their company's transition into advising work and the lack of focus on compliance. 04:04 - Question 2: A listener asks how to position themselves as an attractive candidate for their next role, tailored to the needs of the CEO. 06:14 - Question 3: Handling disagreements with the CEO about the company's growth strategy, emphasizing the importance of alignment and transparency. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: https://secondfirst.com/10 - The Right-Hand Roadmap Episode 10: Interviewing for an Executive Role

Understanding the Impact of Going Dark on Your CEO. In this episode, we're pulling back the curtain on a common but often unspoken habit: the tendency for COOs and executives to disconnect from (or “ghost”) our CEOs. We know firsthand the challenges of navigating the fast-paced, world of reporting to an entrepreneur. But as crucial as it is for us to keep up with their pace, we sometimes find ourselves falling into the trap of “going dark,” whether due to our busy schedules or fear of burdening our CEOs with bad news. But here's the thing: communication breakdowns can lead to a whole host of issues, from duplicated work to frustrated team members. That's why in this episode, host Megan Long is sharing insights on why we ghost our bosses, the repercussions of doing so, and most importantly, practical strategies for fostering open communication and stronger relationships.  You'll hear all about: 01:07 – The common occurrence of COOs “going dark” on their CEOs. 01:20 – Characteristics of entrepreneurs and the challenges they pose for COOs. 02:32 – Communication breakdowns between COOs and CEOs, leading to COOs “going dark.” 04:43 – Exploring the fear-based response of COOs to shield their CEOs from negative news. 05:40 – Strategies for improving communication and preventing “going dark,” including regular updates and same-page meetings. Rate, review & follow on Apple Podcasts CLICK HERE TO LISTEN! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode.

Financial Strategies to Impress Your CEO and Contribute to Your Company's Bottom Line. In this episode we dive into some profit-adding financial moves that a Second-In-Command can make, even if they're not a CFO. Together we cover identifying and eliminating waste, renegotiating vendor contracts, and addressing revenue leakage. These strategies can help plug the holes in the financial bucket and pave the way for sustainable growth. By implementing these strategies, COOs can demonstrate their value and contribute to the financial well-being of their organizations.  You'll hear all about: 01:03 - The importance of auditing every expense line item to identify waste. 01:52 - Examples of areas where waste might occur, such as unused software licenses and unnecessary subscriptions. 02:28 - How and when to renegotiate vendor contracts to reduce costs. 03:26 - Addressing revenue leakage, including adjusting prices to cover credit card processing fees. 04:11 - Other areas of revenue leakage, such as inaccurate billing and late payment fees. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode.

Navigating Burnout: Strategies for COOs and Second-in-Commands. In this insightful episode, we delve into the critical topic of avoiding burnout in the demanding role of a Second-In-Command. As COOs, our responsibilities often overwhelm us, leading to physical, mental, and emotional exhaustion. Host Megan Long shares her personal experiences with burnout and highlights the importance of prioritizing self-care. We explore the seven types of rest essential for maintaining our well-being and effectiveness in our roles. You'll hear all about: 01:16 - Megan's personal encounters with physical and mental burnout though her career, and its impact. 01:39 - Dispelling misconceptions about what "boundaries" mean and emphasizing self-care. 02:20 - An overview of the Seven Types of Rest 02:49 - Physical Rest: Beyond sleep, vital for preventing health issues. 03:41 - Mental Rest: Strategies for preserving mental resources. 04:13 - Emotional Rest: Validating emotions and fostering support systems. 04:58 - Social Rest: Curating positive connections and setting boundaries. 05:39 - Sensory Rest: Unplugging to reduce stimulation and rejuvenate. 06:04 - Creative Rest: Cultivating imagination and problem-solving skills. 06:31 - Spiritual Rest: Finding purpose and resilience. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: "What If There's More?: Finding Significance Beyond Success" by Traci Schubert Barrett

The Power of Proximity in Habits & Success. Inspired by a favorite read, "Atomic Habits" by James Clear, we discuss the impact of our social environment on our habits and success: the close, the many, and the powerful. Clear discusses how we tend to mirror the habits of those around us, particularly the "close" individuals in our lives—the friends, family, and peers we interact with regularly. Studies even show that our habits are significantly influenced by the habits of our closest connections, regardless of physical distance. The phenomenon of rising or falling to the level of those around us is profound. We cover two fascinating studies - astronauts emerging from a single MIT class and the statistical likelihood you will follow the physical weight and body type of those closest to you. Our surroundings deeply impact our behaviors and identities. As a Second-In-Command, it's crucial to curate your social environment intentionally. Seek out groups and communities that challenge you to grow both personally and professionally. Surround yourself with individuals who inspire you to be your best self. You'll hear all about: 00:23: The core message of "Atomic Habits" by James Clear, emphasizing the role of social circles in habit imitation. 01:06: Explore how proximity influences behavior and habits. 01:45: Two incredible studies on the ripple effect of habits within close-knit social circles. 02:25: Jim Rohn's famous quote and the profound effect of surrounding yourself with high-performing peers. 04:16: The importance of intentional community-building and finding sources of positive influence outside of the office. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: "Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones" by James Clear

Executive Assistant vs. Chief Operating Officer: When to Make the Leap. In today's episode, we delve into a critical topic that often arises when scaling a small business: the distinction between hiring an Executive Assistant (EA) or a Chief Operating Officer (COO). This is a common conversation we have with founders navigating growth, especially as they pass the mid six to low seven figures in revenue. An Executive Assistant can be a fantastic Second-In-Command, adept at handling day-to-day operations and ensuring tasks are executed with precision. They excel at anticipating an entrepreneur's needs and are invaluable in keeping the CEO on track and on time. However, a COO operates on a larger scale, focusing on the strategic vision and long-term planning. They craft action plans and hold others accountable to meet overarching goals. Deciding when to transition from an EA to a COO depends on various factors - financial and strategic - that we cover in the episode. Conducting an "activity inventory," as suggested by Dan Sullivan, can be helpful in identifying what the true business need is. If you find yourself overwhelmed by strategy or lack clarity on execution steps to achieve your vision, it might be time to bring on a COO. You'll hear all about: 01:12: The multifaceted role of an Executive Assistant (EA) as a strategic partner and operational powerhouse. 02:16: The key differences between the scale and scope of operations for an EA versus a COO, emphasizing their complementary functions. 03:13: The differences in accountability—from an EA's individual performance to a COO's holistic responsibility for organizational success. 04:00: When is it time to transition from an EA to a COO? Including salary considerations and strategic needs. 05:09: How to implement an activity inventory to identify tasks for delegation, laying the groundwork for informing which position you need to fill. 05:26: Basic interview preparation tips, including researching the company and formulating intelligent questions. 06:44: The necessity of having questions for the interviewer and showcasing investment in the position. 07:06: Anticipating and preparing for questions about accountability, teamwork, and handling disagreements. 07:49: Addressing choice-based questions, aligning personal values with the company's ethos, and culture preservation. 08:24: Advising on preparing a loose plan for the first 30, 60, 90 days in the executive role. 09:21: Stressing the importance of observing, understanding, and building buy-in before implementing changes. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Strategic Coach Delegation Exercise

Mastering Executive Interviews: Tips for Aspiring Second-in-Commands. Interviewing for an executive role can be full of complicated dynamics and intricacies. If you're aiming for a new leadership position, host Megan Long shares invaluable advice and prepares you for the unexpected challenges that might come your way. With personal anecdotes and actionable insights, this episode covers everything from bizarre interview scenarios to the crucial follow-up process. Learn how to stand out, impress your interviewer, and confidently navigate questions about accountability, team dynamics, and strategic planning. You'll hear all about: 00:49: Preparing for unforeseen challenges and maintaining flexibility during executive interviews. 01:14: Megan's nightmare interview experience, and lessons learned. 03:18: The significance of thorough preparation and follow-up after an interview, sharing a personal success story. 04:35: Emphasizing the impact of post-interview follow-up and the role it played in securing a job offer. 05:13: The importance of making interviewers feel seen and special. 05:26: Basic interview preparation tips, including researching the company and formulating intelligent questions. 06:44: The necessity of having questions for the interviewer and showcasing investment in the position. 07:06: Anticipating and preparing for questions about accountability, teamwork, and handling disagreements. 07:49: Addressing choice-based questions, aligning personal values with the company's ethos, and culture preservation. 08:24: Advising on preparing a loose plan for the first 30, 60, 90 days in the executive role. 09:21: Stressing the importance of observing, understanding, and building buy-in before implementing changes.   And finally, we'd love to hear your personal Second-In-Command interview stories! Email your experiences to podcast@secondfirst.com.  Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: "The First 90 Days, Updated and Expanded: Proven Strategies for Getting Up to Speed Faster and Smarter" by Michael D Watkins

Boost Your Bottom Line: Generating Quick Revenue Injections for Small Businesses. Have you ever wished you could generate revenue into your business quickly - like, this month? Even if it's nonrecurring revenue, just have some extra cash injected into your business? There are creative and effective methods to inject immediate revenue into your small business. Host Megan Long explores creative approaches, from affiliate partnerships to hosting workshops, providing actionable insights for businesses looking to diversify income streams. Learn how leveraging vendor programs and optimizing existing client relationships can lead to quick financial gains. Whether considering price adjustments or exploring add-on services, this episode equips Seconds-In-Command of entrepreneurs with practical strategies to quickly add a boost to their bottom line. You'll hear all about: 00:57: Affiliate partnerships, and generating commission income from referring your favorite products.  01:15: How Second First leverages affiliate links in curated content, emphasizing the importance of recommending products or services genuinely used. 01:50: How to create custom partner programs with local small businesses. 02:34: Using in-person workshops or paid webinars as a fast revenue-generating tactic. 03:30: Encouraging businesses to explore vendor programs for rebates, incentives, and marketing funds, maximizing opportunities for financial support. 04:58: Insight into marketing development funds (MDF) and co-op funds, providing a budget for co-branded events with suppliers. 05:44: Identifying opportunities to add value to current clients and introducing new services for additional fees, including a personal case study. 07:11: The importance of periodic price adjustments & increases.  Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode.