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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.
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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. 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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.
Target Market Insights: Multifamily Real Estate Marketing Tips
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
Aujourd'hui, on parle de Claude, l'intelligence artificielle d'Anthropic.Pourquoi ? Parce qu'elle vient de franchir un cap. Cette IA peut désormais automatiser le fonctionnement d'outils logiciels comme Canva, Asana, Figma, Stripe ou encore Notion.Claude devient un véritable assistant numérique capable de se connecter à vos applications du quotidien.Un véritable agent autonome d'IAD'abord, pour faire cela, Claude passe d'un simple chatbot à un véritable agent autonome d'IA.Grâce à une nouvelle fonctionnalité baptisée « Connectors », Claude peut désormais accéder à vos données professionnelles, les utiliser pour générer des contenus ou mettre à jour vos outils, tout ça en un clic.Par exemple, vous pouvez demander à Claude de créer un rapport financier à partir des données de Stripe, ou encore de générer un design Canva basé sur un brief rédigé dans Apple Notes.Alors comment cela fonctionne ?Tout repose sur ce que Anthropic appelle le protocole “Model Context Protocol”, dit aussi MCP.Ce protocole permet à Claude de se connecter à vos outils tout en respectant la sécurité de vos données. Une fois que vous avez cliqué sur “Connect” pour autoriser l'accès, Claude peut interagir avec vos documents, tâches ou fichiers en contexte, sans jamais avoir à copier-coller d'un outil à l'autre.Alors voyons maintenant quels sont les usage concrets.Quels sont les usage concrets ?Prenons un exemple simple. Un chef de projet peut demander à Claude de lire un compte-rendu de réunion, de mettre à jour les tâches Asana correspondantes, et même de générer un tableau de suivi dans Notion.Et voici un autre exemple. Un designer peut créer des maquettes dans Figma ou Canva à partir d'un prompt. Résultat, plus besoin de basculer entre les outils, tout se passe dans l'interface de Claude.Cette évolution marque donc une étape importante vers ce qu'on appelle les agents IA. C'est à dire des systèmes capables non seulement de répondre à vos questions, mais aussi et surtout d'agir à votre place dans vos environnements numériques.Le ZD Tech est sur toutes les plateformes de podcast ! Abonnez-vous !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
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:
Is your marketing stuck in “competent” mode?In a world where AI can generate endless content, being good isn't good enough anymore.In this episode, Tim Soulo sits down with best-selling author and marketing futurist Mark Schaefer to unpack why most marketing feels flat — and how to fix it. Drawing from his book Audacious, Mark makes the case for out-humaning the machines: creating content that's emotional, unexpected, and deeply memorable.You'll learn:Why the real threat to your brand isn't AI — it's being boringHow concepts like the handicap principle and pratfall effect make content feel more realWhat a $1,500 pig can teach you about word-of-mouth marketingWhy Liquid Death isn't selling water — they're selling marketingHow to measure the ROI of audacity in a spreadsheet-driven worldIf your brand is playing it safe, this conversation will push you to think bigger, bolder, and more human.Chapters:(00:00) Intro(03:06) The Concept of Audacious Marketing(08:52) How to Out-Human the Machines(11:39) Join Ahrefs Evolve(12:18) Using AI in Marketing(21:12) How a $1500 Pig Became a Marketing Sensation(30:47) Breaking Bad Rules for Good Reasons(37:12) Creating Awe to Break the Pandemic of Dull(48:31) Using Controversy and Stunts to Create Awareness(55:28) How Liquid Death Disrupted a Boring Industry Through Marketing(01:05:15) Buying a Product vs Buying a Brand(01:13:27) Measuring the Impact of Audacious Marketing(01:21:01) OutroWhere to find Mark:LinkedIn: https://www.linkedin.com/in/chrisclickup/Website: https://clickup.com/Where to find Tim:LinkedIn: https://www.linkedin.com/in/timsoulo/X: https://twitter.com/timsouloWebsite: https://www.timsoulo.com/Referenced in this episode:
Die Yin Vishuddha Chakra Yogastunde mit Vani Devi ist eine sanfte, meditative Yogastunde, die sich auf das Vishuddha Chakra – Halschakra – konzentriert. Diese Einheit wurde am 25. Februar 2025 um 09:15 Uhr live von Yoga Vidya übertragen. Vani Devi führt durch eine ruhige Yin-Yoga-Praxis, die darauf abzielt, das Halschakra zu aktivieren und eine tiefere Verbindung zum spirituellen Selbst herzustellen. Die Stunde ist Teil einer Chakra-Yin-Yoga-Reihe mit Vani Devi, in der jedes Chakra einzeln thematisiert wird. Weitere Stunden dieser Reihe umfassen unter anderem: Yin „Ajna“ Chakra Yogastunde (Stirnchakra) Yin „Anahata“ Chakra Yogastunde (Herzchakra) Yin „Manipura“ Chakra Yogastunde (Solarplexus) Yin „Svadisthana“ Der Beitrag Yin Vishuddha Chakra Yogastunde mit Vani Devi erschien zuerst auf Yoga Vidya Blog - Yoga, Meditation und Ayurveda.
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.
Text us & tell us about your Spirit Path now!When We Scatter.In this episode Faern is sharing about the mind scattering. Not in how to stop it or anything like that, but in how it is described in some Scriptures and translations (ancient texts). She begins far back in time with the building blocks of our lived experiences, moves us through what it means to be scattered or not scattered and more.In the end she gives us a way to approach ourselves if we do feel scattered.The four books Faern mentions in this episiode:The Samkhyakarika of IsvarakrsnaA Sanskrit Study Guideby Les MorganThe Yoga Sutras of PatanjaliA Visual MeditationBook One | Samadhi Padahby Melissa TownsendGheranda SamhitaSwami Niranjanananda SaraswatiThe Radiance Sutras112 Gateways To The Yoga of Wonder and Delightby Lorin Roche, PHDEnjoy the episode!Let us know what you think,The Spirits Path Podcast TeamPS Faern mentioned leaving us notes and it's right here on the screen- Text us & tell us about your Spirit Path now! Please use it!Support the show
Chris Cunningham, founding member of ClickUp, reveals the social media strategy that drives a staggering 150M monthly impressions. This is *the* exact strategy that's also attracted major clients like VaynerMedia (yes, GaryVee literally found them through social media).Grab your notes.
A really nice even flow tonight sprinkled with a few unusual challenges.
If you're still juggling tasks with sticky notes, scattered emails, or a basic to-do list app, you're likely losing time, money, and opportunities. This episode breaks down why every entrepreneur—whether solo or scaling—needs a real project management system. Learn how tools like ClickUp, Trello, Asana, and Airtable can streamline your workflow, improve team communication, and help you reclaim hours each week. Discover how to choose the right platform based on your business model and growth stage, and how to implement features like time tracking, automations, and client collaboration without the overwhelm. This isn't about adding another tool—it's about removing chaos and setting your business up for sustainable, scalable success. Read the full article for more information: https://unscrewedmarketing.com/why-every-entrepreneur-needs-a-project-management-tool/ Hashtags: #ProjectManagement #EntrepreneurTools #BusinessEfficiency #WorkflowAutomation #TeamProductivity
Podcast Show Notes – Episode 237 | 07.07.2025 Episode Title: Why Projects Fail Episode Summary Introduction: Starting a project is easy, but achieving proper project closure is where true success lies. Effective project planning and project status updates are crucial for keeping your team aligned and on track. Use these business tips and never underestimate the value of solid project management. Key Moments 0:00 - Introduction to project management challenges 2:27 - Starting and consolidating project management efforts 4:45 - Issues in small and medium-sized businesses with project completion 5:52 - Ownership, accountability, and key focus areas for success 7:13 - The significance of project completion in brand and reputation building Key Takeaways Prioritizing project completion over starting new initiatives is crucial for driving meaningful progress and achieving organizational goals. Utilizing project management tools like Trello or Asana can streamline task tracking and accountability, ensuring everyone is aligned and aware of their responsibilities. Building a reputation for finishing projects can significantly enhance your brand and open up further opportunities for growth and success. Host: Sean Barnes Website: https://www.wsssolutions.com/ https://www.seanbarnes.com LinkedIn: https://www.linkedin.com/in/seanbarnes/ https://www.linkedin.com/company/wsssolutions/ https://www.linkedin.com/company/thewayofthewolf/ LinkedIn Newsletter: https://www.linkedin.com/newsletters/7284600567593684993/
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
In the seventeenth episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss the importance of standard operating procedures (SOPs) for running a law firm in 2025, particularly for solo practitioners. They acknowledge the challenges and resistance to creating SOPs, but emphasize their role in streamlining operations and enabling automation. They explore various tech tools that can assist in documenting and automating SOPs, such as Trello, Asana, Scribe, and Perplexity AI. Mathew shares specific examples of SOPs from his practice, including client intake and refund processes, while Lauren highlights the value of writing down procedures to identify automation opportunities. The conversation underscores the need for efficient systems to manage both client work and business operations, ultimately supporting a balanced work-life approach.__________________________Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Get Connected with SixFifty, a business and employment legal document automation tool.Sign up for Gavel, an automation platform for law firms.Check out my other show, the Law for Kids Podcast.Visit Law Subscribed to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Want to use the subscription model for your law firm? Sign up for the Subscription Seminar waitlist at subscriptionseminar.com.Check out Mathew Kerbis' law firm Subscription Attorney LLC. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
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
We were joined by people leaders from Glassdoor, Asana, and Upstart. We talked about the fragmented burnout and how it's hitting people differently, how performance expectations have shifted in the last 6-12 months, and more.---- Sponsor Links:
This was a challenging one. Great energy and flow this morning despite some minor disruptions. Plenty of vinyasas, feel free to skip a few.
Points of Interest0:00 – 1:14 – Introduction & Context Setting: Marcel introduces Carson Pierce, Parakeeto's Head Consultant, to discuss project management tools in the agency space and the fundamentals that remain relevant despite ever-changing software options.1:14 – 4:01 – Common Tools Used by Agencies: Carson outlines the most frequently used project management tools among Parakeeto clients, highlighting Asana, ClickUp, and Teamwork, and noting the emergence of all-in-one solutions like Scoro.4:01 – 6:02 – Complexity of the Tool Landscape: Marcel emphasizes the oversaturated, overlapping software market and categorizes tools by function—core PM, all-in-one, and emerging database-like tools like Notion and Airtable.6:02 – 8:20 – Evolution & Blurring Tool Categories: Discussion on how tool capabilities are converging, with time tracking and resource planning platforms increasingly offering PM features, making distinctions between categories less clear.8:20 – 13:01 – Prioritizing Workflow over Tool Choice: They argue that enabling smooth team workflow is more important than picking the “right” tool, especially since tools change often but foundational processes must endure.13:01 – 17:03 – Why Tools Fail to Deliver Reporting: Marcel explains that no platform offers fully automated, reliable reporting due to inconsistent data inputs, evolving structures, and platform limitations in data visualization.17:03 – 20:57 – ETL Framework for Reliable Reporting: They introduce the Extract-Transform-Load (ETL) approach as a best practice, outlining how agencies can clean and structure messy data outside their tools for accurate reporting.20:57 – 24:02 – Structuring Data for Better Insights: Carson and Marcel explore how to align time tracking, estimates, and project categorization by writing logical rules that map inconsistent inputs into standardized outputs.24:02 – 27:20 – Ensuring Trustworthy Data: Emphasis on creating repeatable logic statements and reducing manual input to increase data reliability, and avoid costly decision-making based on inaccurate data.27:20 – 30:05 – When & How to Choose a New Tool: They outline a responsible selection process—start with workflow mapping, validate with team input, and avoid changing tools unless truly necessary to avoid unnecessary disruption.30:05 – 32:11 – Cautions Against Overengineering Implementations: Marcel advises keeping implementations simple and avoiding overly rigid structures that fail when team behavior inevitably deviates from ideal input patterns.32:11 – End – All-in-One vs. Best-of-Breed Tools: Final thoughts on the cyclical industry shift between all-in-one and specialized tools, noting the decision should hinge on agency maturity, flexibility needs, and workflow alignment.Show NotesConnect with Carson via LinkedInGet access to this model tool in the toolkitParakeeto Foundations CourseFree access to our Model PlatformBook: Software as a ScienceLove the PodcastLeave us a review here.
Segment 1 with Richard Hagberg starts at 0:00.Most start ups fail within 5 years. Many more are the walking dead- why do most founders build their company's to fail and what can they change about it.Rich Hagberg, Ph.D., often referred to as “Silicon Valley's CEO Whisperer,” is a trained psychologist who has spent the last 40 years of his career as an executive management coach for over 6,000 executives. Since 2009 he has worked with companies like Tinder, Twitter, Dropbox, MixPanel, Zendesk, Quora, Asana, Pinterest, Salesforce, Munchery, Reddit, Gusto, Cruise, Tinder, Optimizely, Instacart, Patreon, Nerdwallet, and Super Evil Megacorp (it's a gaming company).His new book is called "Founders, Keepers: Why Founders Are Built to Fail, and What it Takes to Succeed".Segment 2 with Lee Glickstein starts at 22:50.There is the old adage that we fear speaking in front of people more than death- the joke goes that we would rather be dead that speak in front of an audience.Lee Glickstein is a trailblazer in the field of public speaking and the creator of the globally recognized Speaking Circles method and founder of Speaking Circles International. He is an authority on leadership presence and magnetism in public speaking. Having overcome his own crippling fear of public speaking, Glickstein has spent decades helping others transform their relationship with audiences. His first book is called "Be Heard Now! End Your Fear of Public Speaking Forever".Become a supporter of this podcast: https://www.spreaker.com/podcast/the-small-business-radio-show--3306444/support.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
Vibe coding has taken over. Google's Gemini CLI and Anthropic's latest Claude update are making text-to-code workflows easy for everyone. Big platforms like Airtable and Asana are rebuilding around these tools.Get Ad Free AI Daily Brief: https://patreon.com/AIDailyBriefBrought to you by:Gemini - Supercharge your creativity and productivity - http://gemini.google/KPMG – Go to https://kpmg.com/ai to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at agntcy.org - https://agntcy.org/?utm_campaign=fy25q4_agntcy_amer_paid-media_agntcy-aidailybrief_podcast&utm_channel=podcast&utm_source=podcast Vanta - Simplify compliance - https://vanta.com/nlwPlumb - The automation platform for AI experts and consultants https://useplumb.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network
Mastering Time Management Over 40: Fitness, Flexibility & Weekly PlanningClick On My Website Below To Schedule A Free 15 Min Zoom Call:www.Over40FitnessHacks.comOver 40 Fitness Hacks SKOOL Group!Get Your Whoop4.0 Here!Anna Dearmon Kornick - Time Managment Podcast: It's About Timewww.AnnaDKornick.comIn this energizing episode, Brad Williams welcomes Anna Dearmon Kornick, time management coach, podcast host of It's About Time, and author of Time Management Essentials, to discuss how busy adults—especially those over 40—can take back control of their time and make room for health and fitness.Anna shares practical strategies like:The 30-Minute Weekly Planning Session She emphasizes the power of taking just 30 minutes before the week begins to plan meals, workouts, and obligations. This helps spot time obstacles before they derail your health goals.Plan A & Plan B Workout Slots Build flexibility into your schedule. If your Plan A workout (say, early morning) gets derailed, having a pre-scheduled Plan B backup time keeps you consistent.Bare Minimum vs. Best Case Scenario Workouts To avoid the “all or nothing” mindset, define a simple fallback like a 20-minute walk on tough days—this preserves momentum without burnout.Accountability Partner Having someone to check in with dramatically increases follow-through—just be sure they're consistent and committed (not a flake!).Combining Workouts with Social Time or Tasks Brad and Anna both love pairing fitness with other goals, like using walks to create social media content or socialize with friends for a two-in-one benefit.They also discuss tools Anna uses like Google Calendar for time blocking and Asana for managing task overload with clear project boards—though Brad sticks with simple phone notes for now.Anna promotes her free Take Back Your Time Challenge, a five-day immersive event where participants dive into creating a more aligned, balanced, and intentional life. It's hosted via Facebook Live with a VIP Zoom upgrade option.If you're interested in online personal training or being a guest on my podcast, "Over 40 Fitness Hacks," you can reach me at brad@over40fitnesshacks.com or visit my website at:www.Over40FitnessHacks.comAdditionally, check out my Yelp reviews for my local business, Evolve Gym in Huntington Beach, at https://bit.ly/3GCKRzV
Send us a textThis episode is a different kind of conversation—one that goes beneath the surface and straight to the heart.
Such a beautiful practice this morning with a great, sweet energy. Lots of twists and stabilization around the hips.
If your business is leaving you drained, this episode might be the reset you need! Lizzie Alex, Senior Travel Advisor and Director of the D.A. Luxury Travel team, shares how she's helped build a business that works for her, not the other way around. She breaks down the systems, tools, and mindset shifts that have helped her create structure, avoid burnout, and deliver high-level service without being constantly “on.” From using platforms like Asana and TripSuite to outsourcing energy-draining tasks, Lizzie shows how efficiency and balance can work hand in hand. She also shares how setting clear boundaries (from office hours to package scope) not only protects your time but enhances the client experience. Plus, you'll hear her best tips for rolling out new processes and fees with confidence and ease. If you're feeling overwhelmed or like your business is running you, this episode is the permission slip you need to build a business that honors your life, not just your to-do list! Connect with Lizzie Alex: With a passion for crafting unforgettable experiences, Lizzie Alex has made her mark in the world of luxury travel and event planning. As the Senior Travel Advisor and Director of the esteemed D.A. Luxury Travel team, Lizzie curates personalized and immersive journeys that push the boundaries of traditional travel. By understanding each client's unique preferences, Lizzie weaves together seamless itineraries that unlock access to hidden gems and "non-googleable" experiences. As a distinguished member of the 1000 Club, an elite collective of the world's most influential travel advisors, and most recently named as one of Conde Nast Traveler 2025 Top Travel Specialists, Lizzie continues to redefine the art of travel. daluxurytravel.com instagram.com/lizzieealexx Today we will cover: (02:30) Meet Lizzie and the mission behind D.A. Luxury Travel (05:45) Building a business that works for you (08:30) Setting boundaries and how to communicate them to clients (18:50) How Lizzie's team documents internal processes for smoother operations (21:55) Why outsourcing is an investment, not an expense (29:05) Offering tiered services and protecting your time through clear packages (35:00) Educating clients about new processes and changes (37:45) Advice for building a business that supports your life → CLIENT ONBOARDING CHECKLIST A streamlined, step-by-step process to wow your clients from the moment they inquire until they return home raving about your expertise! Also mentioned in the episode: Episode 119: How To Get The Most Out Of AI with Kha Ly Building Your Business With Boundaries Course Client Communication Templates JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ
Are you still guessing which AI tool is actually best for business?If you've been feeling overwhelmed by the sea of tools (ChatGPT, Claude, Gemini... and more on the horizon), you're not alone. Most business leaders default to ChatGPT because it's familiar — but is it really the right choice for strategy, research, or data visualization?In this milestone 200th episode, Isar Meitis teams up with AI strategist and fractional CMO Liza Adams to run a real side-by-side comparison of the top three AI assistants: ChatGPT, Claude, and Gemini. No fluff — just a head-to-head test with real use cases, visual outputs, and verdicts that could save you hours and serious money.
In this solo episode, Tina Tower dives deep into the real-world strategies she uses to conquer procrastination, stay motivated, and take unstoppable action in her business and life. Tina offers 10 actionable techniques that are practical and proven, highlighting that success often comes down to consistent action—even when the feeling isn't there. Whether you're building a course, growing a digital business, or just trying to stay on track with your goals, this episode is packed with tangible tips to help you get out of your head, stop overthinking, and actually get things DONE. Key Topics Covered: Break Big Tasks Down: Tackle overwhelm by breaking large projects into bite-sized, actionable chunks. Use project management tools like Monday.com to list the small steps and work through them one at a time for a confidence boost. Pomodoro Timer Technique: Focus in short, timed sprints for 25 minutes followed by a 5-minute break. This helps train your brain to focus, especially if you struggle with attention or frequently get distracted. Block Distractions: Use apps like Freedom or Opal to block social media, emails, and other time-sapping distractions so you can stay laser-focused on the task at hand. Stay Organized with Project Management: Tools like Monday.com, Asana, ClickUp, and Trello can systemize your workflow, help you brain dump ideas, and prioritize work so you know exactly what to focus on. Set Clear Work Windows: Time block your day and give yourself realistic, defined periods to work. Setting boundaries (like strict start and end times or sprinting to deadlines) builds urgency and momentum. Just Start—for 10 Minutes: Commit to working on tough tasks for just 10 minutes. Action often creates motivation; once you get started, you're more likely to find your flow and keep going. Reward Yourself: Celebrate milestones, even small ones! Whether it's a treat, a walk, or a bigger reward after a big project, pairing achievements with positive rewards builds self-trust and motivation. Done is Better Than Perfect: Don't let perfectionism become procrastination. Aim for excellence, but know when 80-90% is good enough to launch—improvements can come later! Visualize Success: Imagine your project, launch, or event completed successfully. Visualization transforms overwhelm into clarity and gives you an emotional boost to follow through. Celebrate Your Wins: Mark every achievement, no matter the size. Regularly acknowledging your wins (publicly or privately) keeps you energized and builds confidence. Tina reminds listeners that procrastination is normal and doesn't mean you're lazy or broken—you may just need better systems or clearer motivation. She encourages you to try any (or all!) of these strategies today. Don't let procrastination hold you back from building your dream business and life. The world needs what you have to offer! Links & Resources: Monday.com Pomodoro Timer (free software) Freedom App Opal App Where to find Tina: Her Empire Builder: https://www.herempirebuilder.com/ Instagram: https://www.instagram.com/tina_tower/ YouTube: https://www.youtube.com/@herempirebuilder
Today we're busting holistic health myths and exploring the themes of somatic healing, self-compassion, and slowing down enough to build self-trust.Follow Jacquline on IGJacqeline's WebsiteKeywordssomatic healing, self-compassion, motherhood, emotional awareness, healing journey, nervous system, mindfulness, personal growth, compassion, self-acceptance, dysregulated nervous system, self-awareness, mindfulness, holistic health, aging gracefully, inner cues, nervous system regulation, simplicity, self-trust, emotional well-beingChapters00:00 Introduction to Somatic Healing02:35 Deserving Peace and Healing05:18 Awareness and Acceptance in Healing07:59 The Journey of Self-Compassion10:03 Compassion for Self and Others13:39 Navigating Judgment and Non-Judgment17:06 The Need for Speed vs. Slowness26:08 Embracing the Journey of Healing29:26 Understanding Dysregulation and Self-Awareness32:48 The Importance of Meeting Ourselves Where We Are35:25 Breaking the Cycle of Urgency and Multitasking40:03 Navigating Holistic Health Myths43:01 Embracing Aging and Inner Cues49:10 Finding Ease in Simplicity and Self-Trust
Frieda Möcker, Head of People & Culture at Sastrify, joined us on The Modern People Leader. We talked about the first steps she took to treat HR more like a product, how her team does sprint planning, and why she prefers “NCTs” over OKRs.---- Sponsor Links:
We're thrilled to host Diana Chapman for our final episode of Season 10. A highly sought-after and trusted advisor, in her own words, Diana is an environmentalist at heart. Diana came to the Hoffman Process in July 2024 with one desire. She'd already done a lot of personal growth work. She'd even sent many people to Hoffman. But it wasn't until this one desire became clear to her that she decided to go through the Process. Diana realized just how much creative energy she was spending each day on judging her body. Although she'd already made peace with her parents, Diana knew her judgment came from her parents' patterns. She wondered if the Hoffman Process could help, and it did. Diana shares that she often uses light-heartedness to work with her patterns. While that has worked well for her for some time, in the end, Diana has found that heartbreak is often necessary to transform some patterns. She shares that she's found liberation in a broken heart. In the work Diana does with teams and individuals, she leads them to work with the intelligence of the body and heart. She speaks of the sensuality of the body and how she wants to experience more heaven on earth, and guides others to experience this, too. We hope you enjoy this episode with Diana and Drew. Thank you for tuning in to season 10 of Love's Everyday Radius. We'll be back in August for season 11. More about Diana Chapman: Diana is a highly sought-after and trusted advisor, celebrated for her ability to deliver swift, impactful results while driving sustainable change. She has guided over a thousand CEOs and hundreds of executive teams. Renowned clients—from Genentech to Asana—praise her unique blend of clarity, compassion, boldness, and playfulness. As a facilitator for the Young Presidents Organization (YPO), Diana works with forums and chapters worldwide. Diana is a co-founder of The Conscious Leadership Group and co-author of the widely acclaimed book The 15 Commitments of Conscious Leadership. She's helped ignite a movement redefining what leadership looks like when it's rooted in awareness, integrity, and deep presence. Be on the lookout for Diana's new book, No Drama Teams, in 2027. She teaches at Stanford and with the Kauffman Fellows, and has been a featured speaker on stages such as TEDx, Wisdom 2.0, and Conscious Company Media. When she's not guiding top leaders, Diana's living the good life on her ranch in Aptos, California. Find out more about Diana here and follow her on LinkedIn. As mentioned in this episode: Tim Ferriss' podcast with Diana Chapman Gay and Katie Hendrix • The Hendrix Institute Byron Katie and the Four Liberating Questions The Drama Triangle by Karpman The Enneagram: • Type 8, The Challenger • Type 1, The Reformer Ken Wilber
This was a sweet, moderate one with lots of twists and hamstring length.
In this episode of Grow a Small Business, host Troy Trewin interviews Dean Mathews, the founder of On The Clock. Dean shares his evolution from a solo software developer in 2004 to leading a team of 23 professionals, supporting 170,000 to 280,000 active users. Originally launched as a time-tracking app, On The Clock has expanded to include employee scheduling and payroll services, with ambitious goals of reaching $10 million in revenue and one million monthly active users. Dean discusses the critical role of consistency, hiring the right talent, and leveraging tools like Asana for effective project management. He also emphasizes the importance of understanding customer needs and fostering a culture that prioritizes growth and team development. Other Resources: When should a growing small business have a Board of Directors or Advisors? Get a return from an effective Chairperson of a Board An easy way to measure if your customers love you in 21 minutes – use the Net Promoter Score (NPS). And it's FREE. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Dean Mathews, the hardest thing in growing a small business is shifting from doing everything yourself to empowering others by building systems and trusting your team. He highlights the importance of moving from working in the business to working on the business, emphasizing that true growth comes from hiring the right people, clearly defining roles, and creating an operating structure that allows others to thrive. You can't scale alone, and recognizing that earlier can make a significant difference. What's your favorite business book that has helped you the most? Dean Mathews' favorite business book that has helped him the most is Scaling People by Claire Hughes Johnson. He found it especially valuable because it offers practical frameworks and structures for growing teams and building an internal operating system. The book resonated with him as it closely aligned with the challenges he faced while scaling OnTheClock, particularly around leadership, processes, and team development. He even conducted a book club at work based on it, applying its lessons to enhance how his company operates. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Dean Mathews recommends several great podcasts and online learning resources to help grow a small business, especially in the SaaS space. His top pick is the SaaStr Podcast, which features insights from successful SaaS founders and is packed with growth strategies. He also expressed strong interest in exploring content by Alex Hormozi, particularly his books $100M Offers and $100M Leads, and his podcast focused on data-driven business scaling. Additionally, Built to Sell Radio by John Warrillow was recommended for its focus on recurring revenue and building sellable businesses, while Nathan Latka's Podcast was noted for its sharp focus on SaaS metrics like ARR, MRR, CAC, and churn—making it a valuable listen for any growth-minded founder. What tool or resource would you recommend to grow a small business? Dean Mathews recommends using a project management tool like Asana to grow a small business, as it helps teams stay organized, track progress, and manage both projects and processes effectively. He believes every business boils down to three core elements—people, projects, and processes—and Asana helps align them in a structured way. Additionally, he highlights creating an internal operating system (built in tools like Google Slides), which outlines company values, goals, job roles, meeting structures, and key metrics. Together, these tools support scalable growth and team alignment. What advice would you give yourself on day one of starting out in business? Dean Mathews' advice to himself on day one of starting out in business would be to “buckle in, you're in for a ride” and to understand early on that scaling a business is all about people. He emphasizes that success doesn't come from doing everything yourself, but from hiring the right people, trusting them, and building systems that empower them to thrive. He reflects that if he had learned earlier how to let go of control and focus on developing others, his business could have grown even faster. Surrounding yourself with people who are smarter than you in their areas is key to building something truly sustainable. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey. Quotable quotes from our special Grow A Small Business podcast guest: Trusting others with your vision is the first step to real growth — Dean Mathews A strong culture starts with clearly defined and lived values — Dean Mathews Leadership is less about control and more about enabling success — Dean Mathews
A moderate one with lots of twists, great for stiff lower backs.
You can't maintain all of your friendships from the school year through summer vacation. (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss: - Earnings from CrowdStrike, Lululemon, and Broadcom. - Elon Musk's feud with President Donald Trump and the impact on Tesla shareholders. - Docusign's turnaround story. (19:03) Stacey Vanek Smith, co-host of “Everybody's Business”, joins Ricky for a look at the tough job market facing college grads. Then, (35:20) David and Jason pitch two radar stocks, Asana and Amazon. Host: Ricky Mulvey Guests: David Meier, Jason Moser, Stacey Vanek Smith Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices