Podcasts about Asana

I really liked the flow of this one, a well rounded challenge that chugged along nicely. 

#281 CRO | Matt is joined by Haley Carpenter, founder of Chirpy, a conversion rate optimization agency. Haley has nearly a decade of CRO experience across agency, SaaS, and eCommerce, and she's known for helping brands use research and testing to make smarter marketing decisions.Matt and Haley cover:Why CRO isn't just A/B testing, and how research should guide every optimization effortHow to approach CRO when you don't have massive website traffic, including scrappy testing methods and toolsThe role of messaging, value props, and social proof in driving higher conversions (and where B2B often lags behind DTC)By the end, you'll have a clearer picture of how to approach CRO as a system, not just a set of tests.Timestamps(00:00) - – Intro (02:09) - – Who is Haley Carpenter (03:09) - – What CRO really means (06:09) - – Research vs. testing explained (10:09) - – Where to start CRO on a website (13:09) - – Testing with limited traffic (17:09) - – Using data for smarter decisions (20:09) - – Building a culture of testing (24:09) - – How to report CRO results (29:09) - – Scrappy tools: Clarity & Hotjar (34:54) - – What B2B can learn from DTC (38:54) - – Why messaging matters more than features (42:54) - – The power of social proof (48:54) - – Common blockers to CRO success (50:54) - – A surprising test result (+7% sales) (52:54) - – Vanity metrics vs. real business outcomes (56:54) - – Closing thoughts Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***This episode of the Exit Five podcast is brought to you by Qualified.AI is the hottest topic in marketing right now. And one thing we hear a lot of you marketers talking about is how you can use AI Agents to help run your marketing machine.That's where Qualifed comes in with Piper, their AI SDR agent.Piper is the #1 AI SDR Agent on the market according to G2, and hundreds of companies like Box, Asana, and Brex, have hired Piper to autonomously grow inbound pipeline. How good does that sound?Qualified customers are seeing a massive business impact with Piper: a 3X increase in meetings booked and a 2X increase in pipeline.The Agentic Marketing era has arrived. And if you're a B2B marketing leader looking to scale pipeline generation, Piper the #1 AI SDR Agent is here to help.Hire Piper, the #1 AI SDR Agent, and grow your pipeline today.You can learn more at qualified.com/exit5

#281 Growth | In this episode, Dave is joined by Chris Walker, CEO of Passetto, and a prominent voice on LinkedIn, where he has been pushing the boundaries of B2B marketing for years. Chris shares actionable insights and tactics on social media strategy, what has changed in marketing over the last five years, and how to build effective feedback loops and flywheels.Dave and Chris also cover:The future of GTM and the evolving role of the CMOWhy sustainable growth is the only path forwardThe transformative role AI will play in B2B marketingTimestamps(00:53) - - Intro to Chris Walker (03:49) - - Managing different perspectives on social media (08:21) - - The ROI of podcasts and social media engagement (13:44) - - Why real-time feedback loops are valuable (19:19) - - Shifting from "growth at all costs" to sustainable growth (25:09) - - Rethinking marketing measurement and ROI (33:04) - - Splitting marketing teams: strategy vs. pipeline creation (40:09) - - How AI is reshaping B2B marketing teams (48:14) - - Chris's approach to creativity and focus (52:59) - - Predictions for the future of B2B marketing (54:37) - - Outro Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***This episode of the Exit Five podcast is brought to you by Qualified.AI is the hottest topic in marketing right now. And one thing we hear a lot of you marketers talking about is how you can use AI Agents to help run your marketing machine.That's where Qualifed comes in with Piper, their AI SDR agent.Piper is the #1 AI SDR Agent on the market according to G2, and hundreds of companies like Box, Asana, and Brex, have hired Piper to autonomously grow inbound pipeline. How good does that sound?Qualified customers are seeing a massive business impact with Piper: a 3X increase in meetings booked and a 2X increase in pipeline.The Agentic Marketing era has arrived. And if you're a B2B marketing leader looking to scale pipeline generation, Piper the #1 AI SDR Agent is here to help.Hire Piper, the #1 AI SDR Agent, and grow your pipeline today.You can learn more at qualified.com/exit5

We've put together the ultimate list of 49 free tools churches are using right now. And here's the best part — these aren't just our picks. Every single tool comes directly from churches like yours, already putting them to work in real ministry.   ENTER 'The $11,988 Fall Kickoff Giveaway' HERE: https://prochur.ch/enter   ============================= Table of Contents: ============================= 0:00 - Intro 3:17 - Communication 9:05 - Project Management 11:58 - Creative Resources 17:25 - Audio 20:43 - Production 24:50 - *Free, Not Free* 28:30 - Most Popular Tools   IMPORTANT LINKS - The Church Smartphone Photography Masterclass: https://youtu.be/KaUPT9o4Lus - WhatsApp: https://www.whatsapp.com/ - Slack: https://slack.com/ - Invite Everyone: https://inviteeveryoneapp.com/ - Messenger: https://www.messenger.com/ - Asana: https://asana.com/ - Trello: https://trello.com/ - Notion: https://www.notion.com/ - Unsplash: https://unsplash.com/ - ChatGPT: https://chatgpt.com/ - Gemini: https://gemini.google.com/ - Pinterest: https://www.pinterest.com/ - VSCO: https://www.vsco.co/ - YouTube Video Downloader: https://y2mate.com/ - 4K Video Downloader: https://www.4kdownload.com/ - Coolors.co: https://coolors.co/ - Motion Array: https://motionarray.com/ - Tally Forms: https://tally.so/ - Adobe Express: https://www.adobe.com/express/ - Noun Project: https://thenounproject.com/ - FontBase: https://fontba.se/ - Audacity: https://www.audacityteam.org/ - Loop Community: https://loopcommunity.com/ - Adobe Enhance Speech: https://podcast.adobe.com/enhance - MacWhisper: https://goodsnooze.gumroad.com/l/macwhisper - Otter.ai: https://otter.ai/ - Chrome Remote: https://remotedesktop.google.com/ - Bitfocus Companion: https://bitfocus.io/companion/ - PowerPoint: https://www.microsoft.com/microsoft-365/powerpoint - Keynote: https://www.apple.com/keynote/ - Presenter: https://www.worshiptools.com/en-us/presenter - Life.Church Open Network: https://open.life.church/ - Smash: https://fromsmash.com/ - Meta Business Suite: https://business.facebook.com/ - Google For Non-Profits: https://www.google.com/nonprofits/ - Linktree: https://linktr.ee/ - ImageOptim: https://imageoptim.com/ - OBS: https://obsproject.com/ - Freeshow: https://freeshow.app/ - CapCut: https://www.capcut.com/ - DaVinci Resolve: https://www.blackmagicdesign.com/products/davinciresolve - Canva: https://www.canva.com/   THE 167 NEWSLETTER

A strong one with lots of vinyasa and upper body challenge. 

Are you a physical therapist feeling the weight of daily operations and burnout? In this inspiring episode, host Will Humphreys sits down with two powerhouse leaders in physical therapy: Norene Christensen and Orit Hickman. They are a testament to the idea that you can swap burnout for boat rides and self-doubt for a CEO hat.Join us as Norene, who owns clinics across three Wyoming counties, and Orit, who runs Pain Science Physical Therapy near Seattle, share their incredible journeys from dedicated clinicians to visionary CEOs. They discuss the unique challenges women face in leadership within the industry, the mindset shifts that unlocked their freedom, and the pivotal moments that changed everything for their businesses.In this episode, you'll learn:The Freedom Mindset: Discover the critical shift from "working in the business" to "working on the business" and how this change allowed both guests to achieve unprecedented growth.Overcoming Challenges: Hear how Norene and Orit navigated the early days of their practices, from feeling unsupported as female owners to leveraging adversity like the economic crash and the COVID-19 pandemic to fuel growth.The Power of Delegation: Learn how both Norene and Orit built strong leadership teams, including their virtual assistants (VAs), who manage daily operations and allow them to step away and enjoy their lives.Game-Changing Technology: Explore the tools that have saved them countless hours, including project management platforms like Asana, communication apps like Slack, and the use of AI tools like ChatGPT and Prediction Health's Sidekick for everything from note-taking to drafting policies.Finding Your “Why”: Norene and Orit share what they do with their newfound freedom, from hiking and skiing to boating and painting, proving that a thriving business can support a fulfilling life.This episode is a must-listen for any private practice owner looking to build a business that can run with or without them. Norene and Orit's stories are a powerful reminder that your physical therapy license is not just a livelihood—it's an opportunity.Don't forget to connect with our guests:Orit Hickman: Pain Science Physical TherapyNorene Christensen: Four Pines Physical TherapySend us a textVirtual Rockstars specialize in helping support or replace all non-clinical roles.Learn how a Virtual Rockstar can help scale your physical therapy practice.Subscribe here to our completely free Stress-Free PT Newsletter for your weekly dose of joy.

This naming agency stumbled into domain investing. My guests on this week's podcast know what makes a great name. Maria Cypher and Laurel Sutton are co-founders of naming agency Catchword. They named VW's Atlas, freelance site Upwork, and tech company Asana. They've also done naming projects for TikTok, The Home Depot, and Starbucks. Oh, and […] Post link: From naming brands to selling domains – DNW Podcast #551 © DomainNameWire.com 2025. This is copyrighted content. Domain Name Wire full-text RSS feeds are made available for personal use only, and may not be published on any site without permission. If you see this message on a website, contact editor (at) domainnamewire.com. Latest domain news at DNW.com: Domain Name Wire.

#280 Strategy | In this episode, Dave is joined by Gurdeep Dhillon, CMO of Contentstack. Gurdeep has built an impressive career leading marketing at some of the biggest names in enterprise software, from SAP to Adobe, Marketo to Zoura. Now at Content Stack, he's challenging conventional B2B marketing wisdom in rethinking how enterprise companies should approach demand generation and brand building. In this conversation, Dave and Gurdeep dive deep into why marketing is ultimately a game of memory and reputation, not just lead generation.Dave and Gurdeep cover:The role of Demand Gen in 2025 (and what's changed)Why Brand and Reputation should be prioritized over Lead GenerationProven strategies to create urgency and close sales deals in enterprise marketsA glimpse into ContentStack's team structure and how they plan for growthTimestamps(00:00) - - Intro to Gurdeep (06:51) - - Brand and Audience Marketing (08:03) - - How the Role of Demand Gen is Changing (12:13) - - Brand and Reputation > Lead Generation (17:03) - - How Contentstack is Doing Demand Gen (19:41) - - How to Create Urgency to Win Sales Deals (21:22) - - Making a Good Offer in B2B Marketing (22:38) - - Why Being Bold and Taking Risks is Important in Marketing (28:57) - - Selling Your Vision to Leadership (31:38) - - How Contentstack Has Over 10,000 Global ICP Accounts (36:21) - - Team Structure at Contentstack (41:19) - - Running Marketing and Operating a High-Performing Team (43:35) - - Setting Effective Annual Plans (45:50) - - AI's Role in Marketing (49:24) - - Closing Thoughts Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***This episode of the Exit Five podcast is brought to you by Qualified.AI is the hottest topic in marketing right now. And one thing we hear a lot of you marketers talking about is how you can use AI Agents to help run your marketing machine.That's where Qualifed comes in with Piper, their AI SDR agent.Piper is the #1 AI SDR Agent on the market according to G2, and hundreds of companies like Box, Asana, and Brex, have hired Piper to autonomously grow inbound pipeline. How good does that sound?Qualified customers are seeing a massive business impact with Piper: a 3X increase in meetings booked and a 2X increase in pipeline.The Agentic Marketing era has arrived. And if you're a B2B marketing leader looking to scale pipeline generation, Piper the #1 AI SDR Agent is here to help.Hire Piper, the #1 AI SDR Agent, and grow your pipeline today.You can learn more at qualified.com/exit5

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, de la pausa a los aranceles y del mercado de empleos Nos da los reportes de ingresos de Campbell's Asana, Salesforce y American Eagle. Después habla de la victoria de Google, la separacion de los conglomerados y las Ofertas Iniciales en puerta. ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

How do finance leaders enable growth while fostering a culture of partnership, positivity, and saying yes? In this episode, CJ interviews Ed Park, Head of FP&A at Facebook during its explosive hypergrowth years, Head of Finance and Internal Operations at Asana, the current CFO of Daffy, and a “glass-half-full” finance leader. Ed shares stories about working at Facebook in the early days, how he brought finance into the company's engineering and product-first culture, and how he built trust while navigating rapid user and infrastructure expansion. He talks about his role at Asana, why the company plans in episodes, not quarters, how they discovered their unique “three user” metric, and how they transitioned from bottoms-up to sales-led growth. Ed also gives an introduction to donor-advised funds and how Daffy, his current company, is disrupting this field. The conversation covers how a company's business model shapes its destiny, finding the balance between what's urgent and what's important, and Ed's glass-half-full approach to being a finance leader who enables teams by saying yes.—LINKS:Edward Park on LinkedIn: https://www.linkedin.com/in/edwardyparkDaffy: https://www.daffy.orgCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:Big Systems Thinking for Building a Finance Org: Advice From a Zoom Hypergrowth Survivor — —TIMESTAMPS:(00:00) Preview and Intro(02:16) Sponsor – Aleph | RightRev | Navan(06:43) Ed's First Job at a Startup: Head of FP&a at Facebook(11:35) Bringing Finance Into an Engineering and Product-Led Culture(16:42) Sponsor – Rillet | Pulley | Brex(20:34) Balancing What Was Urgent Versus Important(25:02) Monetizing Facebook(26:48) Becoming a Glass-Half-Full Finance Leader(33:27) Managing Four Chefs at Asana(35:38) How Asana Plans in Episodes, Not Quarters(42:48) Monetization Model Intuition and the “Three User” Metric(48:13) Transitioning From Bottoms-Up to Proactive Sales at Asana(53:24) Daffy's Monetization Model and Donor-Advised Fund Innovation(57:34) How a Business Model Shapes Destiny(1:00:02) Ed's “How Might We” Approach to Being a CFO(1:01:56) Long-Ass Lightning Round: A Big Mistake(1:04:38) Advice to Younger Self(1:05:44) Finance Software Stack(1:07:57) Craziest Expense Story—SPONSORS:Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metrics#FacebookBusinessModel #FPandA #StartupFinance #MonetizationStrategy #DonorAdvisedFunds This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

#279 Content Strategy | In this episode, Dave joins Holly Xiao from HeyGen for an unfiltered conversation about where AI and video marketing are headed. Holly leads B2B marketing at HeyGen, an AI-powered video platform, and she sat down with Dave to dig into what's working (and what's not) when it comes to creating content that actually connects.Dave and Holly cover:Why video hits differently in B2B and how to make yours stand out without blowing your budgetHow AI is reshaping the content production cycle and freeing up marketers to focus on storytellingWhy early adoption matters, and how small teams can use AI to punch above their weightYou can expect a candid, practical conversation about how to scale content, stay relevant, and make the most of AI.Timestamps(00:00) - – Intro (01:27) - – Why this conversation matters (02:44) - – AI is making marketing exciting again (03:53) - – Dave's early bet on video (05:53) - – How LinkedIn video exploded (07:10) - – ROI vs. brand building (08:25) - – From connection to conversion (10:10) - – Why video feels more human (12:16) - – “Maybe your videos suck” (14:22) - – The problem with corporate videos (16:10) - – The value of repetition and reps (18:34) - – How AI speeds up content cycles (20:51) - – Real AI tools Dave is using (22:28) - – Decks, data, and automation (24:53) - – Why creativity still wins (27:15) - – The return of the creative CMO (31:14) - – Personalized content at scale (33:13) - – AI vs. in-person experiences (35:55) - – Do audiences care if it's AI? (38:41) - – What makes an AI video work (41:18) - – Using AI to test and scale video (43:59) - – What small teams should do first (47:37) - – Final advice: be an early adopter Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***This episode of the Exit Five podcast is brought to you by Qualified.AI is the hottest topic in marketing right now. And one thing we hear a lot of you marketers talking about is how you can use AI Agents to help run your marketing machine.That's where Qualifed comes in with Piper, their AI SDR agent.Piper is the #1 AI SDR Agent on the market according to G2, and hundreds of companies like Box, Asana, and Brex, have hired Piper to autonomously grow inbound pipeline. How good does that sound?Qualified customers are seeing a massive business impact with Piper: a 3X increase in meetings booked and a 2X increase in pipeline.The Agentic Marketing era has arrived. And if you're a B2B marketing leader looking to scale pipeline generation, Piper the #1 AI SDR Agent is here to help.Hire Piper, the #1 AI SDR Agent, and grow your pipeline today.You can learn more at qualified.com/exit5

Nahezu alle Vorboten für die August-Arbeitsmarktdaten deuten auf eine weitere Abkühlung. Das Risiko enttäuschender Daten hat zugenommen, was die Wall Street im Vorfeld der Arbeitsmarktdaten nervös machen dürfte. Die Zahlen werden am Freitag um 14:30 Uhr MEZ gemeldet. Ansonsten ist das Ertragsbild gemischt bis leicht negativ. Während die Aktien von Asana, Hewlett Packard Enterprise und American Eagle von den Zahlen profitieren, geht es bei Salesforce, C3.ai und Figma teils stärker abwärts. Broadcom meldet heute Abend Zahlen. Die Aktie wird heute im Vorfeld von Evercore ISI mit einem Kursziel von $304 zum Kauf empfohlen. Auch die Aktien von Lululemon werden in Folge der Ergebnisse nach dem Closing im Fokus stehen. Ein Podcast - featured by Handelsblatt. +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Individuell, aktiv und ausgezeichnet: Die Vermögensverwaltung von DJE – mehr unter https://www.dje.de/vv +++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

Nahezu alle Vorboten für die August-Arbeitsmarktdaten deuten auf eine weitere Abkühlung. Das Risiko enttäuschender Daten hat zugenommen, was die Wall Street im Vorfeld der Arbeitsmarktdaten nervös machen dürfte. Die Zahlen werden am Freitag um 14:30 Uhr MEZ gemeldet. Ansonsten ist das Ertragsbild gemischt bis leicht negativ. Während die Aktien von Asana, Hewlett Packard Enterprise und American Eagle von den Zahlen profitieren, geht es bei Salesforce, C3.ai und Figma teils stärker abwärts. Broadcom meldet heute Abend Zahlen. Die Aktie wird heute im Vorfeld von Evercore ISI mit einem Kursziel von $304 zum Kauf empfohlen. Auch die Aktien von Lululemon werden in Folge der Ergebnisse nach dem Closing im Fokus stehen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Short and sweet with some playful curveballs. 

If your digital life is a mess of open tabs, scattered files, and “where-did-I-put-that” moments… this one's for you. In this special guest episode of Doing Business Like a Woman, Melissa is joined by Professional Organizer + Certified Life Coach Tracy Hoth, creator of the Organized Coach Academy and host of the Organized Coach Podcast. Together, they're having a candid conversation about what it really takes to create a business that feels manageable, peaceful, and powerful — from the inside out. Whether you're neurodiverse, overwhelmed, or just ready to feel like a confident CEO again, this episode will meet you where you are. You'll learn: The real cost of disorganization in your business Why we often block new opportunities when we're buried in chaos How to start building systems (even if you don't feel like “an organized person”) The simple 5-folder method that can work across your entire business What to do when you feel too overwhelmed to even start

And we're back with newly recorded content! Picking up with a Shop Talk check in. We unpack the difference between trip operations and business operations, how project tools like Asana and ClickUp can run an entire agency, and why protecting client data with clear roles is non-negotiable. Plus: Brianna shares fresh takeaways from the Biz Huddle conference and strategies to make your content more discoverable in the AI era.

In this season of Building Better Developers with AI, hosts Rob Broadhead and Michael Meloche revisit a past topic: 'Transform Your Projects: The Ultimate Guide to Effective User Stories.' This episode offers a fresh perspective on how teams can achieve greater success by writing better user stories. The hosts initially tackled this subject in an earlier season, but they return to it because the challenge remains timeless: poorly written user stories continue to derail software projects. This time, they dive deeper into lessons learned, customer-centric approaches, and frameworks that make user stories truly work. Why Writing Better User Stories Still Matters Rob opens with a familiar frustration: sitting in sprint planning and realizing the user stories don't make sense. Vague requirements create confusion, rework, and wasted effort. A user story is not a specification—it's a promise for a conversation that builds shared understanding. By writing better user stories, teams maintain focus on outcomes, rather than implementation. They deliver features that users actually need, instead of technical solutions that fall short. The Philosophy of Writing Better User Stories User stories should always: Stay customer-centric by focusing on what the user wants, not the technical details. Break down work into small, manageable chunks that improve agility and estimation. Emphasize outcomes over implementation, avoiding the trap of data tables and CSS classes too early. Rob illustrates this with the ATM example: “As a customer, I want to withdraw cash so that I can access money in my account.” This keeps the story grounded in the user's experience. The Anatomy of Writing Better User Stories At the core of writing better user stories is a simple formula that makes requirements clear and human: As a [user role] I want [goal] So that [reason] This framework ensures that every story is tied directly to a user's perspective, their needs, and the value they'll receive. However, strong stories extend beyond this sentence structure. Rob and Michael highlight two key frameworks that add depth and clarity: The Three C's – Card, Conversation, and Confirmation, which explain how stories spark dialogue and define “done.” The INVEST Model – Independent, Negotiable, Valuable, Estimable, Small, and Testable- is a checklist that helps teams evaluate whether a story is ready to move forward. Finally, one important reminder: each story should only have one meaning. If a story can be interpreted in multiple ways—or contains “if/then” scenarios—it should be split into smaller, more focused stories. This keeps the backlog clean and avoids confusion later in development. The Three C's of Writing Better User Stories 1. Card The card represents the user story itself. Traditionally, teams would write stories on index cards. Today, tools like Jira, Trello, or Asana take their place. The key is that the card is just a placeholder for a conversation, not the entire requirement. It captures the essence of the story but leaves room for discussion. 2. Conversation The conversation is where the real value happens. Developers, product owners, and stakeholders discuss the story, ask clarifying questions, and uncover details that weren't written down. These discussions ensure that the team shares a common understanding of the user's needs. Without this step, the story risks being too vague or misinterpreted. 3. Confirmation The confirmation defines how the team knows the story is complete. This typically takes the form of acceptance criteria or test cases. Confirmation transforms a story from an idea into a verifiable piece of functionality. It answers the critical question: What does “done” look like? Card captures the idea. Conversation builds the understanding. Confirmation proves the work is complete. The INVEST Model for Writing Better User Stories The INVEST model is a simple but powerful checklist that helps ensure user stories are clear, practical, and actionable. Each letter represents a quality that a strong user story should have. Independent A good user story should stand on its own. That means it can be developed, tested, and delivered without being blocked by another story. Independence reduces dependencies and keeps projects moving smoothly. Negotiable User stories are not contracts carved in stone—they're open to discussion. Teams should be able to negotiate details, scope, and implementation during conversations. This flexibility encourages collaboration and prevents rigid requirements that may not fit real-world needs. Valuable If a story doesn't provide business or user value, it doesn't belong in the backlog. Every story should clearly tie back to outcomes that matter for the end-user or the organization. This keeps the team focused on delivering impact, not just features. Estimable A story should be clear enough that the team can estimate the effort to complete it. If it's too vague or too large, it can't be accurately sized. Estimable stories make sprint planning realistic and help track progress more effectively. Small Stories should be small enough to complete within a single iteration. Large stories, sometimes called “epics,” should be broken down into smaller, more manageable pieces. Small stories are easier to understand, estimate, and test. Testable Finally, a user story must be testable. The team needs to know how to verify it's “done.” This often takes the form of acceptance criteria or test cases, ensuring the functionality can be validated from the user's perspective. The INVEST model keeps stories clear, focused, and actionable. If a story fails any of these tests, refine it before moving forward. Lessons From the Trenches: Writing Better User Stories in Practice Michael highlights a recurring issue: customers often don't fully understand their “why.” They may use outdated paper trails, redundant processes, or even misuse tools they already own. Sometimes developers must reverse-engineer requirements by observing workflows, asking why at each step, and uncovering hidden pain points. Rob adds that trust plays a huge role—stakeholders may initially follow the “official” process, but only reveal their real practices after rapport is established. Avoiding Common Pitfalls Even with good intentions, stories can fall short when they are: Too vague or incomplete. Disconnected from actual business processes. Written without acceptance criteria. Michael stresses that implied requirements are dangerous. Developers should always strive for clearly defined acceptance criteria that leave no room for ambiguity or uncertainty. Practical Tips for Writing Better User Stories The hosts wrap up with actionable guidance for developers: Speak up – Don't code vague tickets without asking questions. Push for the “so that” – The business value matters most. Write acceptance criteria – Define what “done” means. Break down big stories – Smaller, testable stories are easier to validate. Stay user-focused – Keep technical details in subtasks, not in the story. Example: Bad: Add a contact form. Good: As a potential customer, I want to fill out a contact form with my name, email, and message, so that I can get in touch with the company about their services. This richer story sparks the right questions: Which fields are required? Should multiple contact methods be supported? These clarifications lead to solutions that match real needs. Final Thoughts By revisiting this subject, Rob and Michael remind us that user stories are more than backlog items—they are bridges between developers and customers. Writing better user stories keeps teams aligned, prevents rework, and ensures projects deliver meaningful results. Implied requirements are not good requirements. Defined requirements are good requirements. Stay Connected: Join the Developreneur Community We invite you to join our community and share your coding journey with us. Whether you're a seasoned developer or just starting, there's always room to learn and grow together. Contact us at info@develpreneur.com with your questions, feedback, or suggestions for future episodes. Together, let's continue exploring the exciting world of software development. Additional Resources Updating Developer Tools: Keeping Your Tools Sharp and Efficient Building Your Personal Code Repository Your Code Repository and Ownership of Source – Consulting Tips Using a Document Repository To Become a Better Developer The Developer Journey Videos – With Bonus Content Building Better Developers With AI Podcast Videos – With Bonus Content

Host Aydin Mirzaee welcomes Marquis Murray, productivity consultant and YouTuber, to share how AI agents are transforming day-to-day work. Marquis walks through live demos connecting Claude to Asana via MCP to auto-build projects from transcripts, generate executive-ready status PDFs, and create “AI teammates” in Asana that triage requests, draft briefs, write emails/blogs, and route approvals—keeping humans in the loop. Once you see it, you won't go back to manual setup.Timestamps0:06 – Why manual project planning is over; AI compresses weeks into minutes.0:17 – Introducing Marquis Murray.0:43 – Starting the YouTube channel during lockdowns; documenting Asana learnings.2:06 – From corporate to consulting; helping teams adopt Asana, HubSpot, Zoom, Slack.4:05 – Making companies more productive with AI and integrations.4:53 – Today's plan: Claude + Asana + agents.6:06 – Using Claude as a “central AI” via MCP.8:17 – Building a Customer Appreciation Event project in Asana directly from Claude.12:20 – Custom fields/sections: what connectors can and can't create.13:06 – Finished example: phases, tasks, owners, dates.14:05 – Feeding transcripts and docs to generate realistic demo projects.19:05 – “If you're not doing this yet, start today.”19:42 – Pulling Asana status into Claude and exporting a polished PDF.23:34 – Exec-friendly reports: progress bars, metrics, priorities.24:50 – Asana AI Studio: agents as virtual teammates.27:23 – Auto-correcting human errors: naming, missing info, duplicates.29:02 – Agents rename tasks, create briefs, draft assets.35:42 – Agents gatekeep incomplete requests; ask for specifics.37:13 – AI-generated campaign brief, email, and blog drafts.39:08 – Human-in-the-loop approvals before going live.43:01 – Triage demo: vague video request → structured follow-ups.45:25 – Auto-created subtasks to collect missing details.46:33 – “Easy mode” for building agents with natural language.47:03 – Marquis's wish: a true AI chief of staff that restructures your day.48:56 – Where to find Marquis's tutorials; wrap-up.Tools & Technologies MentionedAsana — Project management platform; AI Studio builds rule/LLM agents (“teammates”).Claude (Anthropic) — AI assistant used for brainstorming, MCP connections, summaries.Perplexity — AI search and research assistant.HubSpot / Salesforce / Jira — CRM/dev tools commonly integrated with Asana workflows.Zoom & Slack — Core collaboration stack surfaced during remote shift.MCP (Model Context Protocol) — Lets LLMs securely interact with external tools like Asana.Fellow.ai — AI meeting assistant for accurate summaries, action items, and insights.Google Drive, Gmail, Calendar, Canva — Connected apps Claude can use to orchestrate work.Subscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

#278 Content | In this episode, Dave brings together five B2B marketers who aren't just talking about AI, they're actually using it to change how their teams work. Each finalist from the Exit Five x Walnut AI Sessions takes the (virtual) stage to demo their workflow, share results, and answer questions from the judges.Here's what you'll hear:Jillian Hoefer's “content concierge” GPT trained on proprietary research to surface stats, quotes, and data for blogs, sales decks, and thought leadershipJake Heap's workflow using Meshy + VEO 3 to turn a simple mascot into animated 3D brand characters in minutesJessica Lytle's no-code ROI calculator built in Lovable that sales reps now run live on calls to build business casesUgi Djuric's high-volume content engine that scrapes industry news and sales call transcripts, then uses AI to summarize, generate content ideas, and even score leadsAnton Ruis' AI-powered buyer brief builder that pulls real-time economic data and tailors sales messaging to specific personasIt's part workshop, part competition, and packed with creative, tactical ways to put AI to work in B2B marketing today.Timestamps(00:00) - – Dave kicks off in a tux (02:44) - – Record-breaking registrations (03:22) - – Meet the judges: Benny & Jess (08:10) - – Jillian's “victim of repurposing” intro (08:50) - – Building a “content concierge” GPT from research data (10:14) - – Injecting stats + quotes into blogs and decks (14:10) - – How one report fueled 9+ months of content (19:10) - – Jake on bringing AI into marketing ops (20:33) - – Turning a mascot into a 3D character with Meshy (21:18) - – Animating it in VEO 3 (no designer needed) (24:33) - – Cutting animation time from weeks to minutes (30:32) - – Jessica builds a no-code ROI calculator in Lovable (33:41) - – AEs use it live on sales calls (34:25) - – Adding benchmarks + transparency to ROI math (41:43) - – Ugi's AI engine scrapes + summarizes industry news (44:00) - – Training custom GPTs on expert insights (50:40) - – Anton's real-time buyer briefs from economic data (53:15) - – Tailoring briefs for CROs, enablement, PMMs (56:59) - – Judges crown the winning use case + Dave's wrap-up Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***This episode of the Exit Five podcast is brought to you by Qualified.AI is the hottest topic in marketing right now. And one thing we hear a lot of you marketers talking about is how you can use AI Agents to help run your marketing machine.That's where Qualifed comes in with Piper, their AI SDR agent.Piper is the #1 AI SDR Agent on the market according to G2, and hundreds of companies like Box, Asana, and Brex, have hired Piper to autonomously grow inbound pipeline. How good does that sound?Qualified customers are seeing a massive business impact with Piper: a 3X increase in meetings booked and a 2X increase in pipeline.The Agentic Marketing era has arrived. And if you're a B2B marketing leader looking to scale pipeline generation, Piper the #1 AI SDR Agent is here to help.Hire Piper, the #1 AI SDR Agent, and grow your pipeline today.You can learn more at qualified.com/exit5

Have you ever dreamed about taking a three-week vacation without your business falling apart?Or maybe just getting a full weekend without checking Slack, Asana, or inboxes that feel like they multiply overnight?Friend, if that feels impossible... I want you to know: it's not. You just need better systems.In this solo episode, I'm taking you behind the scenes of what actually allows businesses to scale beyond 7-figures: not magic, not hustle... but systems that work without you.I've worked with business owners making $5M, $8M, and beyond—and you'd be shocked at how many of them are still stuck working in the weeds. And guess what? Most of them have one big thing in common: no solid systems.Here's the truth: you have to earn the right to climb out of the work. And you earn it by building systems that empower your team to succeed without you micromanaging every detail.In this episode, I answer real Instagram questions from fellow entrepreneurs (like Alex and Rachel) who are overwhelmed, overworked, and asking: “How do I get OUT of the day-to-day and INTO scaling?”Together we break down:The myth that systems are something you “do later”Why creating SOPs isn't optional if you want to scaleHow we use tools like Notion and Asana to make our systems airtightMy personal 4-step delegation framework I learned from Teresa LoweAnd YES—I even walk you through an actual SOP from my teamThis isn't just a pep talk. It's a practical guide for how to stop being the bottleneck and start building a business that grows without burning you out.You were never meant to build a business that feels like a burden.Let's change that—one system at a time.Click play to hear all of this and:[00:01] Why being overwhelmed is usually a systems problem (not a hustle problem) [00:52] The cost of not having systems: low profit, constant stress, and no scalability [02:44] Why there's never a perfect time to start building systems [03:37] The hard truth: you must earn the right to delegate [05:24] The 4-Let Delegation Framework that changed everything [06:26] Behind the scenes: Our project management SOP process [07:25] How we use Notion + Asana to build repeatable workflows [08:40] Final encouragement: systems aren't sexy, but they will set you freeListen to Related Episodes:How to Create Team Systems and Operations That Simplify Scaling and GrowthHow to Reclaim Your Time and Boost Business Productivity with Nick Sonnenberg

Sarah Ohanesian is a keynote speaker, productivity strategist, and former Chief Marketing Officer who now helps high-performing professionals and teams do their most important work…without burning out. Her keynotes and workshops leave audiences energized and equipped to eliminate busywork, prioritize high-impact tasks, and make real impact. Sarah is the co-founder of Super Productive, a neuro-inclusive productivity consulting company, where she helps teams cut through the chaos by building clear workflows, organizing projects in tools like Asana, and making sure everyone knows what to do and when to do it–so the most important work actually gets done. You'll walk away from this episode with a truly fresh perspective. “I had been thinking about Productivity. I have been a student of productivity. I love productivity. I do podcasts about productivity. I read about productivity. I just love it so much. And at the same time, everyone I was talking to, when I would say ‘Hi. How are you?' they would answer, ‘I'm busy. I'm stressed out. I'm burned out. I'm overwhelmed.' It was like every person I'm talking to is feeling this way. So what can I do about it? And I had this idea, maybe I should start a productivity company. I had no idea what that actually meant. I just thought I have an idea. And a few people said to me, it's a good one. And I had one person say to me, ‘What if you did?' I will say that moment changed everything.”

A challenging, well-rounded flow that poured out without much thought, apropos of the theme of class. 

Send us a textHey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day.In this episode you'll hear:Getting Clients in Niche MarketsHandling Unresponsive ClientsRecording Startup ExpensesBookkeeping Practice TestsUsing Airtable, Asana, and DubsadoClient Management and Team StructureMigrating New Clients to Xero from QBOConnecting Credit Unions to XeroAnd More!Resources mentioned in this episode:Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vipBookkeeping Biz Workshops: http://bkworkshops.online/One-on-one mentoring sessions: https://www.ambitiousbookkeeper.com/contactXero: https://xeroamericas.partnerlinks.io/79afz10exu7dDubsado: https://www.dubsado.com/?c=shoupcpaOpen Phone: https://openph.one/referral/XA0kFFRExcel, Asana, Airtable, QBO, Jet ConvertThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join this cohort of The Bookkeeping Business Accelerator®️>Register for the Information Session HERE>August 26th - 5 PM PST

Re-releasing a DAT listener favorite! The Dental A-Team is seeing a lot of burnout across practices we visit, so Kiera's here to offer tips about delegating. Just because you can do a bunch of tasks doesn't mean you should. Kiera provides DAT insight on the best/easiest way to delegate, how to fill the time you've delegated out, and what the delegator and delegatee should absolutely not do. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:05) Hey everyone, welcome to the Dental A Team podcast. I'm your host, Kiera Dent, and I had this crazy idea that maybe I could combine a doctor and a team member's perspective, because let's face it, dentistry can be a challenging profession with those two perspectives. I've been a dental assistant, treatment coordinator, scheduler, pillar, office manager, regional manager, practice owner, and I have a team of traveling consultants where we have traveled to over 165 different offices coaching teams. Yep, we don't just understand you, we are you.   Our mission is to positively impact the world of dental. And I believe that this podcast is the greatest way I can help elevate teams, grow VIP experiences, reduce stress, and create A-Teams. Welcome to the Dental A Team Podcast.   Dental A Team listeners, this is Kiera and you guys I hope today is a great day for you. I am car casting today I am headed down to see my parents for a little bit today and Decided you guys know me when I drive between that Nevada, California state line I love to podcast if you have not heard about the time I was headed to my little sister's graduation and I was Car casting with a microphone. They have an agriculture check   point and go take a listen to that one. If you don't know which one that is, email us Hello@TheDentalATeam.com guys. just want to say a massive, massive, massive thank you to all of you who have been stepping up, taken on our review challenge and honestly leaving us reviews. I've seen you guys posting on our Google reviews to help deadly team. Get the word out. You've also been posting on Apple, Spotify, YouTube. I have been seeing those and I just want to say thank you. Shout out today. I saw Annie.   had posted and gave us a massive five star review and Annie, thank you. There's so many of you that have been listening in. Brooke Birdie saw your review as well on iTunes. And I just want to say guys, number one, it feeds my ego. So thank you. I am a words of affirmation girl. So that definitely is the best way to give back to me and make me feel like a million bucks. That's number one. So if you really want to make my day, please leave us a review and just tell us how great we are. I would love that. And number two,   Thank you guys for helping us help more practices. We have actually been seeing an upward trend on our podcast downloads. That is kudos to you guys. ⁓ Massive, massive, massive boosts on our downloads. And I just want to say thank you to all of you for doing that, because this is helping us help more practices. You know, when I started working at the dental college, the dean asked me why I wanted to take on this position. And I said, you know, I want to find a way to positively impact the world of dentistry in the greatest way possible. That's honestly why we   I did my job at the college and then that's also why I decided to ⁓ take on and work with the consulting company. And then that's why we started the podcast. So you guys, the only way for us to reach every dentist in the world is by you guys helping spread this. I think that that's the way we'll be able to positively impact the world of dentistry in the greatest way possible. So guys, keep hitting those downloads, keep leaving us review, keep sharing these.   When I see you guys on social media platforms where you're sharing our podcasts with people, it's been so helpful. So thank you guys for taking that on. So today's topic is how to delegate. I know I've chatted about this a few other times, but it's just been coming up more and more. And I know a lot of offices are struggling. I'm seeing more and more burnout amongst team members and owners. And so I thought that this would be a very applicable topic for you guys today. So basically number one, when it comes to delegating,   We've got to look to see what is the reason for delegating? Are we trying to find more time for ourselves so that way we can be more balanced? Are we trying to grow team members into another position? Or are we just trying to ensure that all team members are being utilized throughout the day? Maybe you have another reason you want to delegate, but oftentimes I find that the number one reason we don't delegate is because we're concerned about losing our place in our job.   and the value that we're bringing to the practice. When in actuality, I think it's let's get people into their zone of geniuses so we can work more effectively and consistently together. So for me, I think one of the best and easiest ways to delegate is for everybody just to do a brain dump on the tasks that they're doing day in and day out. Now the reason I like a brain dump rather than a time journaling is because oftentimes those things that we put on a brain dump are going to be the things that we can actually think about.   that are for for for front of our mind. So those things tend to be the ones that are consuming the most of our time. There might be other things on there that we don't think about, so you can always add back to this list. But what I really love to do is I love to brain dump all the information and then after I brain dump, I go back through, you guys know if you don't know, my favorite color is pink, and I go back through with a pink highlighter and I literally look at all the tasks that only Kiera can do. A lot of times the tasks that I'm doing are not things that only I can do.   Or if they are only things I can do, I might need to train. So for example, I used to be the only person who could podcast on our team. So we decided, Hey, the consultants actually have a lot of great information that they could be sharing. And it doesn't necessarily have to just be Kiera. So we decided to start training the consultants to see could the consultants ever podcast if something were to ever happen to me. And the answer is yes, I trained them about the microphones. I taught them how to podcast. taught them how to do cadences, but I realized.   That was something that only Kyra could do before, but you guys, I am looking to try and have a baby. We've been talking about this forever, but guys, don't worry. I'm a walking bag of, I feel, lethal hormones right now. We are starting the process of IVF and ⁓ if you haven't done it, that's great. Congratulations. If you have gone through it, please send me help because I literally feel like a lethal bag of walking hormones and don't even know how to control myself right now. It's like one minute I'll be fine. The next minute I'm bawling my eyes out. And I heard even after you have babies,   this doesn't go away. I don't, I don't quite know what to do. But the bottom line is our team had to be able to start delegating things to our other team members that they could do just as well, if not better than me. But that also came up with, I had to realize I needed to start training. So delegating, we've got to look at like, what's our ultimate goal. So for me, my ultimate goal was I wanted to ensure that Dental A Team could continue to grow, bless people's lives, positively impact the world of dentistry in the greatest way possible. And for me,   to also be able to be a mom. So in order for those two things to happen, I had to start delegating and utilizing it. I realized I don't delegate that much. I like to swoop in and save the day because I think I can do it faster and better. Well, the answer is yes, I theoretically can, but that doesn't mean I should. Okay, I'm going to say that again. Well, yes, I theoretically can do everything potentially faster and better. That doesn't mean I should because what that does is that actually means that I'm a one man team.   rather than a multiple person team. So I want to have all of the people on my team working super well. And I want to ensure that they're all able to do the task. And it's not just me. So I would say that you guys are going to be able to start looking for your why of why you want to delegate. So once you have figured out your why as to why you want to delegate and the plan,   Then we go through, like I said, and you highlight all the tasks that are actually tasks that only you can do. Like I said, some of those tasks that only you could do, maybe if you trained, you could actually get those tasks passed off your plate. But I really like you guys to ensure that you know exactly why you want these tasks to be completed, why you want to delegate. I think having a strong why helps you realize that that's what you're actually going to do rather than it just being a wish that you're hoping one day will come true.   Like I said, I'm not a great delegator and I realized that because I like to swoop in, save the day, make everything better and theoretically I can do it better, faster. However, I can't ever grow the company. I can only grow as big as I can grow. So realizing that sometimes delegation also will be an avenue for growth for your practice is one of the best pieces of advice I could ever give any of you. So realizing that when you delegate, you allow other people to blossom and shine, you allow yourself to blossom and shine and grow to a larger scale.   Now I will say some people I watch them delegate and then they get lazy. They will pass all their tasks to other people. They'll grow everybody else, but then they forget to grow themselves. So when you delegate off of your tasks, say if you're an office manager and you get a front office lead and then you get a clinical lead, well, sometimes you as an office manager, no longer know what you should do. This is where you start diving deep in the areas. Maybe you don't know. Let's talk about the business aspect. What are the financials of your practice? What about overhead? Do you know how to adjust that?   You're going to start thinking like a business owner. Also go to your dentist and figure out what's on their plate. Have them brain dump and look to see what tasks you can take off immediately and what tasks you need to learn and grow into. So making sure as you delegate, you don't get lazy. You don't pass too many things there. Also before you delegate, I want to make sure that you've built an admin time into your schedule. So doctor time, you can have that as CEO time. You can have it as admin time. You can have it as golden time. I don't care what the heck you call this time, but it's set block time every single week in your schedule.   Oftentimes the practices all notice that they'll want to hire somebody else before they put in this admin time. I chatting with a front office team. Typically we like to have one front office team member per doctor, unless it's a solo doctor, then I for sure want two front office people just so we avoid any temptation of embezzlement or fraud or anything of that nature. So what happens is a lot of times people feel like they need to get more people upfront, but they don't realize you can delegate tasks that would actually make the patient experience better. For example,   chairside treatment plans on an iPad, taking fluoride payments in the hygiene operatories that make it so much faster and easier for every single person in the practice. What about tasks like insurance verification? That might take a long time and it might actually be cheaper to outsource that. So looking at that, but also before we even consider that, I want to see, you actually doing ⁓ that admin time every single week?   And if you're not, that might be a critical place to start before we even start delegating. Because a lot of times, a lot of those projects that we want to delegate, if we just had one or two hours in a week where it was dedicated, not interrupted time, we could actually crank a lot of those things out and be super hyper productive. So for me, I have a business focused time. I have a three hour block every Wednesday from 7 a.m. to 10 p.m. My team knows, do not even think about scheduling something there. Don't do it. It's not good for you or for the business.   So that is my blocked golden time and I work on big project items. So for me specifically, I work on, I'm looking to bring in a different position in our company and I'm mapping that out, talking to mentors, figuring it out, writing job descriptions for it. Other things like I'm not going to use that time to podcast. As much as I love to podcast, I have that built into my schedule in another place. I'm not going to use that time to answer my emails. Instead, I'm going to use that time to work on high level.   most productive projects. For some dentists, that's where you might be designing cases. So getting all that ortho completed or designing those cosmetic cases that you know you need to get completed. That's where we're going to be able to have a much more successful and productive schedule if you actually block that time. For office managers, this time might be where you actually go through your one-on-one employee check-ins. It also might be where you work on maybe sign development or looking at all the KPIs.   and figuring out what KPIs need to be adjusted, doing a deep dive on the numbers. For billers, this is the time where you call on those collection calls. You work on your AR, that's the deeper projects, the ones that have to have a ton of time dedicated to solving them and figuring them out to get them paid. That's where we utilize this time. For our scheduling team, this is the time when you call all those unscheduled re-care calls. Same thing for treatment coordinators. We call those unscheduled treatment lists.   Just think of every person did this. ⁓ I forgot the clinical team. Let me give the clinical teams some ideas. Don't want to let you guys feel left out. So for our clinical team, we might want to give them some block time to maybe get those crowns or those ortho cases done. This might be the time that our team actually orders for the practice. It could be the time ⁓ for a lead hygienist. This might be the time that you create like the perio protocols or review the numbers on your hygiene, on your hygienist and see.   How is their fluoride ratio? How are their perio numbers? This is the time when you'll deep dive in there. It's not the time we dedicate for sharpening scalars. This is the time where we literally are maximizing and doing those high level projects that will move the practice forward. Hey, Dental A Team listeners. You guys have heard the early bird gets the worm, right? What does that even mean? Well, it means that the early bird is the person who maximizes on benefits.   optimizes their practice and they take advantage of great deals. So guys, right now, this week, last chance to save on Dental A Team's virtual team summit. It's all about optimization and execution with an emphasis on full team. And then Saturday is all about leadership. So guys, don't miss out. You know, you're going to come. So you might as well pop on over to TheDentalATeam.com snag those early bird tickets, because once they're gone, they're gone and you'll be paying more for the same event. So head on over to TheDentalATeam.com.   Snag your early bird virtual summit for April 22nd and 23rd, and I'll see you there. So again, before we ever delegate, I want you to make sure you have that time built in. After that, I want you to figure out why you want to delegate. What's the bigger purpose as to why you want to delegate these tasks. Then what we do is we come up with a game plan of, fantastic. This is what we are going to delegate. This is how we're going to delegate. This is why we're going to delegate.   then we actually have to delegate. Okay? So we have to delegate guys. That's part of the game. That's what we have to do. Now people get really nervous to delegate because why? We don't want to what? Dump on somebody else and make their life stressful. Well guess what? They might already be doing half of what you're doing and if it just was their project, you might make their life a lot less stressful. Let's just pivot that a little bit. Also, we might be able to do things like, ⁓ we might be able to find efficiencies.   I will tell you if I give Shelby a project that I've been working on for quite a while, Shelby is way more efficient and organized and structured than I am. And so she usually can come up with a better way of doing it than I can. That's going to create ease and efficiency for our entire team. So when we go to delegate, we can check in with people, ask how much time and say, hey, here's the list of items. First and foremost, you can have a team meeting and be like, here are all the items up for grabs. Who wants to own this section? Now.   I say to team members who are being delegated to one of the number one ways for you to lose confidence in your practice, the person who's delegating to you is by not following through. If you say, yeah, I'll take that on, but then you never actually do it, I do not want to delegate to you again. I lost trust. So when people do this, I'm going to say you've got to own it with integrity. So if I say, yes, I'm going to take this on, I don't care how I've got to remember it. I don't care how I need to figure it out.   my job because I committed, I'm going to own this process. I'm going to own the fact that I need to do this because I committed to it and I own my word. It's not accountability. You don't your office manager following up like, okay, Kara, I know you said you take on ordering. Did you get it done? The answer is yes, the office manager should still do that. But me as a person who took this on, I need to have an attitude of ownership in my practice where I don't need somebody to come follow up with me.   check in because I know when I say I'm going to do something, I will fall through a hundred percent. So team members, leaders, everybody listening, check yourself. Are you a person who actually owns your word, takes ownership of the things that you commit to doing with your job, with your personal life, all those areas. Do you actually take ownership of it? Do you take ownership of your health? Do you take ownership of your happiness? Do you take ownership of your financial wellbeing? Do you take ownership of the schedule if you're a scheduler?   Do take ownership of making sure every doctor hits goal every single freaking day if you're a treatment coordinator? Do you take ownership as an office manager that you will continually hit a minimum of a 10 % growth rate every single year and make sure that your team is super happy and content? As a doctor, do you take ownership that you are going to produce and increase your clinical skills so you can be the best provider that there ever was? As a hygienist, do you own that you should be producing 3.3 times   or 3.5 times your pay or 3.0, I don't care guys, choose your number and stick with it. There's a million of them. Minimum three, maximum 3.5 and less your fee for service. Then I for sure, for sure, for sure, for sure want you to be producing at least 4.5 times your pay. Okay? Do you take ownership that it's your job, not the scheduler's job to ensure you're hitting your production every single day, that you're mixing your schedule, that you're maximizing, that you're getting a 98 % reappointment percentage?   Assistance, do you own the fact that you should not be getting up in a procedure to go get something because you didn't set up your operatory? Do you own your job? Do you own that you should be looking for same day treatment you can add on because you look at their treatment plans. You don't just robotically do what's on the schedule. You actually proactively look for things and own that as your job. Okay, so if you're not there, let's start there. That way when people come to you to delegate to you, you know that you can count on yourself to.   own whatever is coming to you to delegate. So then once we delegate, we pass it off. We have to make sure we've got clear expectations of when we want people to follow back up with us. So for example, I passed a task to Shelby. I wanted to find out a report on our consultants. That was something guys that was on my to-do list for about nine months. Yes, nine months and I did not complete it. So I decided this is something that is not just a Cura only task.   Shelby is probably much faster and could probably get this done faster for me. So what do I do? I pass it to Shelby. I asked her, Hey, this is what I need done. What do you need help with me? I gave her all the resources and tools so she could actually execute on it very well. And then I asked her, okay, what will you need from me? ⁓ she told me, and then we said, what date could you get this completed by? Shelby had to methodically think about, Hmm, this is going to take me a while. I have a lot of tasks on me. I think Kiera, I could get this done by the end of Q1.   does that work for you? So that means March 31st. And I said, totally no problem. We put it in, we have a task organizer. We utilize a CRM. So it's kind of like your guys's Dentrix open dental. And it's where all of our clients are housed. Plus it's where all of our tasks are housed. So we have it there. Shelby and I put the deadline on there. And then when she gets it done, she checks it off. If you guys don't have a task manager or things that these projects, I would suggest you get one. For practices, I've seen the software Asana or Trello.   or Google Docs all work really, really well when we're assigning out a bunch of projects and needing to have deadlines on them. So those would be the ones. Some offices love Basecamp, other offices love monday.com. For me, Asana is probably your easiest, fastest one to set into place. Or a simple task manager, ⁓ Google Docs is honestly going to be your easiest one. And then just make sure you review it every week and check it off. We noticed with our team, we were delegating. Our team was taking ownership of it.   However, we didn't have a consistent follow-up process. And I would say that's the next piece of delegation that oftentimes fails in a practice is we don't follow back up. So for us, we just said it as Friday morning at our morning huddle. We pull up the task sheet and we pull up our Asana board. And we go through every single task that should be done and everything headed up for the next week to make sure our team stays responsible and they don't forget. And we have a consistent follow-up process. So that way it's not sitting here thinking, well, I'm sure Shelby will do it.   We actually have a set process in our company where we follow up every single week. That was because we realized we were passing out tasks. Our team was doing a great job. But then we all kind of would get sidetracked and forget what we had committed to doing. And we need to have a place where we could have everybody aligned. So those are some of the key pitfalls that I see with delegation. Those are some of the solutions that I've seen work well. But at the end of the day, we can sit here, we can talk about it, we can create solutions, all these different things.   But what really is the number one piece is actually doing it and then following up. Those are the two most paramount pieces with delegation. I will say having a strong why is going to make you delegate faster and more consistently than just talking about it until I decided, Hey, I'm getting pregnant. Hopefully fingers crossed. I didn't really see the need to delegate. Yes, I did for my own mental sanity, but until I had that why.   And other times when I've opened up a second practice, instantly I've got a strong why that I need to delegate these tasks so that way all the information can come back to me as a regional manager and I'm not having to micromanage or check in all the time with my team. Guys, there is a different between micromanaging and checking in. Checking in, keeping track of all the projects is not micromanaging, period. Micromanaging is where it comes sit over your shoulder and tell you how to do your job. That's micromanaging.   but checking in with you to ensure that you're actually doing your projects, that's just called running a business. That's called running a team. That's making sure all the team is growing in the same direction and the team knows the set expectations. So guys, try delegation. I see it happening. You can make your team work so much more effectively and efficiently. So I suggest, one, get a list of all the things that could be delegated. Two, let's pass it out to the team and ask people who can own it. Three, let's make sure we have a set time of where we can actually follow up as an office.   and ensure all projects and tasks are being completed and done. And four, create a culture of ownership where when we say we'll take something on, we own it, we don't drop the ball. I want to sing this song to you guys like, we own it. You can go look it up. I didn't do it justice and I'm not going to sing karaoke for you guys. However, get your team to own it, delegate, rise everybody up, make sure that you guys don't have a set process for it and realize how much more effectively your team can operate when all of us are working together.   growing the company in the way that's best for the company to grow. All right, guys, as always, so much love to you. Thank you for being a Dental A Team listener. I super appreciate it, guys. So thanks for listening, and I'll catch you next time on the Dental A Team podcast.   that wraps it up for another episode of the Dental A Team Podcast. Thank you so much for listening and we'll talk to you next time.  

A challenging one tonight full of hamstring length and shoulder opening. 

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über neue Rekorde an der Wall Street, Trumps Goldman-Bashing, und Circle's freche Aktienverkäufe. Darüber hinaus geht es um 180 Life Sciences Corp, Alphabet, Coreweave, Rigetti Computing, Springer Nature, Patrizia, SAP, Hannover Rück, Confluent, Asana, Atlassian, Hubspot, Samsara, Gitlab, Mongo DB, Fastly, Adobe, Elastic, Twilio und Xtrackers FTSE Vietnam Swap ETF (WKN: DBX1AG), Xtrackers S&P Select Frontier Swap ETF (WKN: DBX1A9), MSCI EFM Africa Top 50 Capped Swap ETF (WKN: DBX0HX). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

What does it take to build a thriving healthcare data analytics company from scratch—without investors, without a team, and without a fancy office?In this powerful episode of The Proven Entrepreneur Show, host Don Williams sits down with Jason Bryll, founder and CEO of Parable Associates, to unpack the real story behind scaling a healthcare startup that's now helping hundreds of providers streamline operations, improve cash flow, and expand access to care.Jason's journey didn't begin with a business plan or a boardroom. It started in a closet-sized home office, armed with nothing but a laptop, a vision, and a deep empathy for the healthcare industry—an empathy rooted in his own experiences as a patient. From battling severe acne in childhood to undergoing LASIK surgery, Jason's personal health challenges shaped his mission: to empower providers with better data so they can deliver better care.But this episode isn't just about data. It's about resilience, relationships, and the real cost of growth.Here's what you'll discover:How Parable Associates helps MSOs (Managed Service Organizations) and DSOs (Dental Service Organizations) navigate the chaos of scaling with smart systems and healthcare-specific analyticsWhy Jason believes entrepreneurship is not for everyone—and the brutal truths he'd tell his 21-year-old selfThe moment he realized his company was selling services at a loss—and how that painful lesson transformed his leadershipHow building systems like Asana-based project management saved his business from collapsing during rapid growthWhy relationships matter more than cold outreach—and how face-to-face networking beats 3,000 automated emails every timeInsights from legendary leaders like Herb Kelleher of Southwest Airlines, and how Jason applies those lessons to his own team cultureThe importance of seeing employees not just as workers, but as families you're responsible forThis episode is a masterclass in entrepreneurial strategy, healthcare innovation, and human-centered leadership. It's packed with real-world insights for founders, executives, and anyone navigating the complex world of healthcare business.Whether you're building a startup, scaling a service-based business, or just curious about how data can drive meaningful change in healthcare, this conversation will leave you inspired, informed, and ready to take action.This podcast is perfect for Entrepreneurs, healthcare professionals, startup founders, business strategists, and anyone who believes in building with purpose.Listen now and discover how one entrepreneur turned a closet office into a company that's changing lives—one data point at a time.

Equity compensation can be a powerful tool to engage and motivate employees, but only when they understand its value. With over 25 years of experience in stock plan administration, Christine Zwerling, Head of Stock Administration at Asana, shares insights for HR leaders looking to make equity work harder for their teams. In this episode of Invested at Work, host Rodney Bolden speaks with Christine about how equity compensation can be a key lever for culture and connection. Christine shares how Asana's approach ties equity compensation to corporate goals, how employee understanding of equity evolves over time and why clear communication is key to maximizing its value. They also discuss common misconceptions about equity, the disconnect between how HR and employees perceive its value, and how strong equity plans can support both business performance and employee well-being.Visit MorganStanley.com/atwork for more insights on workplace financial benefits. Visit Asana.com to learn more about the workplace management tool that is Asana. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc.The guest speaker is neither an employee nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by the guest speaker are solely his or her own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC.This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Past performance is no guarantee of future results.This material has been prepared for educational purposes only. The views, opinions or advice contained within this presentation are solely those of the presenter, who is not affiliated with Morgan Stanley, and do not necessarily reflect those of Morgan Stanley or its affiliates. Morgan Stanley makes no representation regarding the accuracy of any statements made by the presenter. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.This material may provide the addresses of, or contain hyperlinks to, websites. Morgan Stanley is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. 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Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.Diversification does not guarantee a profit or protect against loss in a declining financial market.Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an AI-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output.Information contained herein is based on data from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley.NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES. Content and services available to non-US participants may be different than those available to US participants. 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In this episode, Steve Morin, a veteran software engineer from Silicon Valley who has worked with major companies such as Instagram, Autodesk, Yahoo, and Asana, shares his insights on AI strategy, industry trends, and the challenges of integrating new technologies such as generative AI.The discussion covers various topics including the concept of AI 'wrappers,' the importance of brand and consumer preference, the future of user experience, and effective change management for adopting AI tools within engineering teams.Steve also elaborates on the nuances of building AI-native companies, the strategic importance of design and user experience, and the necessity of tailored change management approaches for successful AI integration.--Key Moments:Discussing AI WrappersConsumer Preferences and BrandingDefensibility in AI StartupsVoice Technology and Full-Stack AI StartupsAdopting AI in Engineering Teams--Key Links:Connect with Steve Morin on LinkedInMentioned in this episode:AI Opportunity FinderFeeling overwhelmed by all the AI noise out there? The AI Opportunity Finder from HatchWorks cuts through the hype and gives you a clear starting point. In less than 5 minutes, you'll get tailored, high-impact AI use cases specific to your business—scored by ROI so you know exactly where to start. Whether you're looking to cut costs, automate tasks, or grow faster, this free tool gives you a personalized roadmap built for action.

Get our 13 systems to diagnose your agencies problems: https://www.newsletter-signup.com/8-figure-agency/?utm_source=youtube (edited) In this episode of 8 Figure Agency, Jordan Ross sits down with Emily Call, VP of Operations at Brand North, to unpack how a fast-growing digital marketing agency eliminated inefficiencies, slashed $300,000 in annual costs, and set the foundation for scalable growth.Discover how simple process changes—like daily team check-ins and automated time tracking—paired with a strategic migration from Asana to Notion transformed visibility, accountability, and profitability. Emily shares how these changes uncovered hidden redundancies, freed up budget for reinvestment, and created a single source of truth for the team's operations.What You'll Learn in This Episode:Why Notion outperformed Asana for cost savings, flexibility, and adoptionHow daily Slack check-ins exposed inefficiencies and improved accountabilityThe role of automated time tracking in identifying underperformanceHow consolidating data into a single system set the stage for AI-powered workflowsThe long-term impact of saving $25K/month on scaling a seven-figure agencyWhether you're an agency owner or operations leader, you'll walk away with practical steps to simplify your tech stack, improve operational clarity, and unlock budget for growth.Resources & Links:Connect with Brand North: brandnorth.comLearn more about 8 Figure Agency: 8figureagency.co

Gary Harper is the founder and CEO of Sharper Business Solutions and co-creator of the Rise Business Framework. After a successful career as a corporate executive, Gary transitioned to real estate and later business coaching, helping over 4,000 entrepreneurs grow and systematize their operations. His work blends deep business strategy with a purpose-driven mission to empower others while supporting meaningful causes.    

This was a beautifully even and smooth flow with a long journey kind of sequence. 

Feeling overwhelmed by all the wedding planning to-dos? What if I told you that a stack of Post-It Notes could be the secret weapon you didn't know you needed?In this episode of the Wedding Planning Collective Podcast, we're going back to basics (in the best way) with a low-tech, budget-friendly, ADHD-friendly planning method that's equal parts visual, satisfying, and wildly effective: the Post-It Note Wedding Planning System.You'll learn:Why sticky notes actually work (hello, visual learners and dopamine seekers

In this episode of the Property Management Podcast, I dive into how digital tools can completely transform the way property management businesses run. If you're feeling bogged down by the daily grind and wishing for a little more time to focus on growing your business, you're in the right place. I share the digital tools I rely on to automate tasks like email marketing, social media scheduling, and content creation, all designed to free up time and reduce the stress of constant manual work. Technology doesn't have to be overwhelming – it's all about working smarter, not harder.I talk through the importance of streamlining workflows and staying organized with tools like calendar management systems and CRM platforms. The best part? These tools don't just help you stay on top of things, but they can also improve client relationships, which is crucial when you're managing multiple properties or dealing with clients who expect nothing less than excellence. You'll hear about how these systems help me keep everything ticking along smoothly, giving me the space to focus on the bigger picture, like building stronger relationships and scaling the business.I hope you'll be inspired to incorporate more technology into your day-to-day operations. Automating repetitive tasks is a game-changer, and with the right systems in place, you can reduce stress and create a business that not only survives but thrives. So, if you're ready to take your property management game to the next level, don't miss this episode – it's time to embrace the power of technology! "With the right tools, you can save time, reduce stress, and become more efficient in your day-to-day operations." - Kylie WalkerWe explore:Best digital tools for automating property management businessesEmail marketing automation tools (e.g., Mailchimp, ConvertKit)Social media planning and scheduling tools (e.g., Hootsuite, Buffer)Content creation and design tools (e.g., Canva)Video editing tools for real estate content (e.g., CapCut, InShot)Calendar scheduling tools (e.g., Calendly)Task and workflow management tools (e.g., Trello, Asana, Notion)Customer relationship management (CRM) systems (e.g., Vault, HubSpot)Importance of streamlining marketing efforts and client communicationsStrategies for enhancing efficiency and productivity in real estate operationsConnect with Done For You ServicesDone For You Services - https://dfys.com.au/Find out about our Done For You Social Media Management - https://dfys.mykajabi.com/done-for-you-smFind out about our Done for You Lead Generation - https://dfys.mykajabi.com/done-for-you-lead-generationConnect with Done For You Services: https://www.instagram.com/doneforyouservices_/Kylie's ResourcesProperty Management Growth School: https://courses.thatpropertymum.com.au/TPM-BDMSchoolDigital Marketing School: https://courses.thatpropertymum.com.au/digitalschoolThat Property Mum Courses:

Ever opened Airtable or Asana and immediately closed it because your brain just said “nope”? Been there.  In this episode, I'm joined by systems expert Rachael Mueller for a real talk on how to make your tools work for you—not overwhelm you. We're diving into practical strategies that actually make your life easier (not more complicated). Whether you're drowning in post-its or juggling a million Google Docs, this convo is for you. If your to-do list lives in your head (and you've got 47 birthday party RSVPs to remember), this one's a must-listen. In this episode of the podcast, we talk about: The one habit that will instantly make your brain feel lighter When to use automation—and when to skip it Why your system needs to match your personality What to do before you pick a new tool Why “comfort” systems might actually be slowing you down …And More!   This Episode Was Made Possible By: Riverside All-in-One Podcast & Video Platform Visit Riverside and use the code DREA to get 15% off any Riverside individual plan. We use it to record all our podcast interviews: https://onlinedrea.com/riverside    About the Guest: Rachael Mueller is a Virtual COO + Systems Expert, helping service-forward business owners + founders optimize and grow their businesses through sustainable systems, and take back control of their time.  After transforming her first business in 2015 from a burnout black hole into a streamlined success, she never looked back! And has helped countless clients do the same behind the scenes.  When she's not helping visionary entrepreneurs banish overwhelm, you can find her in the kitchen whipping up a new recipe, or traveling the globe with her partner. She's also a firm believer that there is never "too much" guacamole, and that life is better after petting a furry friend. Website: https://heyrachael.com/ Instagram: https://www.instagram.com/hey.rachael LinkedIn: https://www.linkedin.com/in/heyrachael   Go to the show notes for all the resources mentioned in this episode: https://onlinedrea.com/369

What if your job board wasn't just a place to post jobs—but the top of your sales funnel? In this episode of The Resilient Recruiter, Jordan Whilden shares how he scaled Ministry Hub, a faith-based executive search firm, by transforming a niche job board into a predictable lead generation machine. Fueled by a cold email campaign that delivers a 17% reply rate, Jordan's model shows how recruiters can generate clients consistently—without cold calling or high-pressure tactics. We dive into the exact steps Jordan took to build a multi-service recruitment business, from his transition out of pastoral ministry to launching a proprietary ATS (MinistryHire) and leading a fully remote team. If you're a recruitment agency owner looking to build smarter systems, offer tiered services, or grow recurring revenue, this episode is packed with actionable ideas and inspiration. Episode Highlights: From full-time ministry to launching a job board side hustle Evolving from job board to full-service search firm First-year lessons: underpricing, overwhelm, and early wins Why building a custom ATS was a game-changer Creating flexible, tiered service models How “serve first” creates long-term client wins Cold outreach strategy: 89% open rate, 17% replies The tools behind his tech stack: Loxo, Instantly, Hireflix, Asana, Scribe Scaling with a 3-person offshore team One-way video interviews and standout candidate presentation Recurring revenue through subscription-based ATS Leading with values while balancing family and business growth Key Takeaways: A job board can be more than a job board—it can be your client magnet Value-first cold emails build trust before selling Scaling is easier with systems, SOPs, and the right offshore support Serving your niche exceptionally well creates both impact and revenue About Jordan Whilden: Jordan is the founder and CEO of Ministry Hub, a faith-based executive search firm. With a Master's in Theology and an MBA, he brings a rare mix of pastoral insight and business acumen. Prior to launching Ministry Hub in 2021, Jordan served churches on both coasts, including leadership at one of America's largest congregations. He's also the creator of MinistryHire, a purpose-built ATS and job board platform serving mission-driven organizations. Today, Jordan helps churches and nonprofits build world-changing teams—and has grown Ministry Hub into a go-to talent partner in the faith sector. He lives in Chapel Hill, North Carolina, with his wife Brittany and their son. Outside work, they love kayaking, the beach, and traveling as a family. Connect with Jordan: Jordan on LinkedIn - https://www.linkedin.com/in/jordanwhilden/ Ministry Hub Website - https://ministryhub.org/ MinistryHire Website - https://ministryhire.com/ Connect with Mark Whitby: Get a FREE strategy call: recruitmentcoach.com/strategy-session Mark on LinkedIn - https://www.linkedin.com/in/mwhitby/ X: @MarkWhitby Instagram: @RecruitmentCoach Subscribe to The Resilient Recruiter - https://plinkhq.com/i/1489513354

This is your sign to hit pause and check in. We're a little over halfway through the year, can you believe it? Whether you've been crushing your 2025 goals or feel like they've slipped off your radar, this rebroadcast is your invitation to reflect, realign, and reignite your momentum for the second half of the year. Originally released as our very first episode of 2025, this one's packed with practical guidance to help you get back on track, or make a fresh plan entirely. I'll walk you through 7 actionable steps to bring clarity to your vision, prioritize what matters most, and use your calendar as a tool for accountability. You'll learn how to: Identify what's working (and what's not) Reset your intentions with purpose Create habits that support your big-picture goals Stay consistent—even when life gets busy I'll also share how I'm revisiting my own goals and making space for what I really want in both life and business. ✨ So if you've been waiting for the perfect moment to regroup, this is it. Grab your notebook (and your favorite drink!) and take this time to get intentional. The second half of the year is full of opportunity, and it starts with this episode.   Resources 10x is easier than 2x Best Year Freebie Worksheet   Goal setting podcast episodes: Ep 40. Get your business ready for 2021 part 1 Ep 41. Get your business ready for 2021 part 2 Ep 89. Annual company planning part 1 Ep 90. Annual company planning part 2 Ep. 137. My 2022 year end review Ep. 183. 4 key steps to planning for the year ahead when you have no idea where to go   Episodes about goal setting / Asana-like program: Ep 10. Goal setting 101 Ep 88. Back to Basics! Let's set some goals Ep 200. Try this hack to fast-track your goals     Download our Free Resources ➡️ Pre-qualify your clients with my Discovery Call Script ➡️ Stay confident from beginning to end with my Consultation Checklist    ➡️ Looking for a quick infusion of cash? Grab my 4 easy ways of increasing your revenue   Looking to elevate your business? Learn more about our courses ➡️ Want the complete blueprint to calculate your design fee with confidence and ease? Learn more about my Pricing with Confidence course ➡️ Want to be the first to know when Power of Process is returning? Click to learn more about the business blueprint for interior design firm owners. ➡️Want to be the first to know when the next episode drops? Don't forget to SUBSCRIBE to the Resilient by Design Podcast wherever you listen to podcasts!

A calm, quiet, challenging one today. 

Text us your thoughts on the episode or the show!On today's episode, we talk with Carissa McCall, Director of Revenue Operations at Liquibase, to tackle one of the most common challenges in marketing and revenue operations: how to balance strategic projects with the unrelenting pull of daily fires and ad hoc requests.Carissa shares a candid and insightful look into her approach to building a sustainable capacity model, prioritization frameworks, and time management practices that empower her lean RevOps team to stay focused, deliver impact, and avoid burnout.Tune in to learn:

A moderate evening flow with an unusual sequence. This was one of those ones where class ended but nobody wanted to get up. 

In this episode, we dive deep into the power of business systems with Abagail Pumphrey—founder, strategist, and operations whiz. Abagail shares how streamlined operations and intentional content strategy can scale a business without adding chaos or headcount. Top Insights You Don't Want to Miss: Systems That Scale From form-based guest screening to automated task creation in Asana, Abagail walks us through the backend of her podcast operations—saving hours and upping the caliber of every guest. AI Meets Human Ingenuity ChatGPT Pro is in her daily toolkit—helping plan episodes, generate questions, and repurpose content. But the real magic? Pairing AI with strong brand voice and creative judgment. Platform-Specific Content is Non-Negotiable Abagail breaks down her content approach by platform: LinkedIn = Thought LeadershipInstagram/TikTok = Entertainment & Teasers The goal isn't full reveals—it's sparking curiosity that pulls people deeper. Feedback Isn't Fluff—It's Fuel She's built feedback loops across emails, forums, and client interviews to continually improve products and UX. Every touchpoint is an opportunity to listen and level up. Learning is a Long Game Success isn't found in post #5—it's in post #2,000. Abagail shares how she studies trends, dissects what works, and spends up to 4 hours crafting a single piece of content when testing new platforms. Tools & Team Her lean team runs on Slack, Asana, Fellow, and Hey Taco—prioritizing clarity, appreciation, and staying out of the weeds. Learn more about Abagail Pumphrey over at Boss Project. You can also check out her podcast, Strategy Hour. You can also connect with her on LinkedIn. You can get the Magnetic Systems Method (and other systems guides) to find issues before they become expensive problems. As always, if you have any questions or want to submit an amazing guest for the podcast, just reach out to me on the Systematic Leader website, and I'll do my best to get them on. If you enjoy the interview, please take 30 seconds to rate the Systematic Leader podcast on your favorite platform. Thanks!

Why do we instinctively add when the better answer might be less?In this episode of the Truth Works Podcast, we sit down with Leidy Klotz—behavioral scientist, engineer, and author of Subtract—to explore why subtraction is one of the most underused tools in problem-solving, design, and even life itself. From ancient architecture to modern innovation, Leidy unpacks the hidden bias that keeps us adding complexity instead of removing it.We dive into how this instinct shapes everything from personal decisions to global policy, and how changing it could transform the way we think, create, and lead.If you're addicted to doing more, building more, and thinking more—this episode might just shift your perspective forever.Topics:1. Subtraction for solutions: Using subtraction to improve outcomes, inspired by a Lego bridge.2. Default to adding: Humans add to show competence, like bowerbirds building nests.3. Bureaucratic over-addition: Excessive additions cause inefficiency, e.g., 60 sign-offs.4. Effective subtraction: Cases like Capital One task removal, PBS dropping reviews.5. Friction reduction via subtraction: Simplifying processes, e.g., Google's interview limit.6. Netflix's subtraction strategy: Spinning off DVDs to focus on streaming.7. Cutting meetings: Reducing meetings, e.g., Stanford's quarterly shift, Asana's reset.8. Subtraction challenges for juniors: Early-career struggle to subtract, need subtle work display.9. Environment shaping behavior: How environments impact competence, connection, agency.10. Reducing cognitive load: Filtering info, questioning outdated mental models.

Spencer Herrick, Principal AI Product Manager of Asana and Oliver Myers of AWS demonstrate how their integration allows Asana's AI workflows to access enterprise data from Amazon Q Business, enabling seamless cross-application automation and insights.Topics Include:Oliver Myers leads Amazon Q Business go-to-market, Spencer Herrick manages Asana AI products.Session focuses on end user productivity challenges with generative AI technology implementations.End users face technology overload with doubled workplace application usage over five years.Data silos prevent getting maximum value from generative AI across fragmented enterprise systems.Workers spend 53% of time on "work about work" instead of strategic contributions.Ideal experience needs single pane of glass with cross-application insights and actions.Amazon Q Business launched as managed service with 40+ enterprise data connectors.Connectors maintain end-user permissions from source systems for enterprise security compliance.QIndex feature enables ISVs to access Q Business data via API calls.End users get answers enriched with multiple data sources without switching applications.Asana's work graph connects all tasks, projects, and portfolios to company goals.Phase 1 AI focused on narrow solutions like smart status updates.Phase 2 aimed for AI teammate capabilities requiring extensive contextual knowledge.AI Studio launched as no-code workflow automation builder within Asana platform.Q integration allows AI Studio to access cross-application context beyond Asana boundaries.SmartChat enhanced with Q can answer "what should I work on today?" holistically.Users returning from PTO can quickly understand goal risks across data sources.AI Studio workflows automate feature request processing across Asana, Drive, Slack, email.Partnership eliminates silos while maintaining enterprise security and permission controls.Integration creates connected ecosystem enabling true cross-application AI automation and insights.Participants:Spencer Herrick - Principal AI Product Manager, AsanaOliver Myers - Worldwide Head of Business Development, Amazon Web ServicesFurther Links:Asana.comAsana on AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

A great fundamental yet challenging class on independence day. 

A really nice even flow tonight sprinkled with a few unusual challenges. 

Send us a textThis bonus episode features the live recording from Wave Seattle, where I joined forces with Alyssa Lang (the Workflow Queen) and event host Erin Pohan for an authentic conversation about business, friendship, and finding your people in the accounting industry. We shared our "biz bestie" origin story, talked about navigating personal setbacks as business leaders, and answered real questions from the audience about everything from hiring to burnout.In this episode you'll hear:How a mistakenly booked hotel room with one king bed instead of two queens led to the friendship that changed both our businessesHonest discussion about mental health, taking breaks, and why it's okay to pause when life gets overwhelmingConcrete tips for networking, building authentic relationships, and creating your own "board of directors" for different areas of lifeLive answers to questions about hiring, social media strategy, competition vs. collaboration, and pushing through burnoutResources mentioned in this episode:Ambitious Bookkeeper Facebook Community: https://www.facebook.com/groups/ambitiousbookkeeper/Asana, QBO, Xero, Marco Polo, ChatGPTXero Con, Bridging the GapHuman DesignConnect with Erin

AGENDA: 00:00 – $400B in AI CapEx: Rational Investment or Madness? 05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal. 08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva? 16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off? 21:30 – How Index Is Returning $3.5B on 2 Deals 24:00 – Melio's $2.5B Exit: Insane Growth… So Why Did They Sell?! 35:00 – Massive Penthouses and the Death of Focus: AI Founders Beware 39:00 – Chime, Anthropic, Menlo & The Art of Selling LPs the Future 41:00 – Couchbase Acquired: PE Buyers Are Back… Or Are They? 44:00 – Why No One's Buying These 9-Figure SaaS Zombies 48:00 – If You Didn't Grow from AI By June 30, You're Already Dead 53:00 – Superhuman vs The AI-Natives: Who Wins the Replatforming War? 54:30 – Oracle's $30B AI Deal: Larry Did It Before You Even Started 56:00 – Scale Is Dead. Long Live Surge. The AI Data War Gets Bloody. 01:01:00 – Asana CEO Move & the Great Founder Exodus of 2025 01:06:00 – Will Cluely's Founder Be a Billionaire by 2029? Place Your Bets      

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