Podcasts about Coos

Preacher: Pastor Chris Yang Date: 18 May 2025 (10.45am)

In this no-BS roundtable, David Cowen sits down with Kevin Cohn - Chief Customer Officer at Brightflag; Tyler Finn, Head of Community & Growth at SpotDraft; and Matthew Wheatley, VP, Client Strategy at Priori to unpack the real state of legal operations, talent, and transformation. Forget the panel buzzwords. This episode pulls back the curtain on what's actually happening inside high-performing legal teams. What's inside: • Legal ops has hit a plateau, but careers haven't. The smartest players are skipping the next rung and stepping into legal strategy, transformation, and C-suite alignment. • There's no ladder, just a jungle gym. From executive assistants to legal COOs, this episode is a playbook for navigating ambiguity and turning it into an advantage. • The real skill gap? It's not tech. It's knowing your value. Are you a builder, a manager, or a creator? Know your lane, then double down. This is the episode you forward to your team with one line: “This is the conversation legal ops needs to hear right now.”                                                           

More than half of all counties in Oregon are facing budget shortfalls and cuts to programs and services. In Washington County, officials are proposing more than $25 million in reductions to the $2 billion budget that would include eliminating jobs and services. In Coos County, the sheriff’s department released some of those serving time in its jail last year. In 2024, county voters turned down two different tax levies to fund government services. Even after making cuts, Coos County still faces a gap of about $1.8 million. John Sweet is one of the three commissioners that govern Coos County. Kathryn Harrington is the chair of the Washington County Commission. They both join us to share more about the budget challenges and how they’re thinking about potential cuts to programs and services for their residents.

Preacher: Pastor Andrew Leong Date: 11 May 2025 (8.30am)

Preacher: Bishop Kuan Kim Seng Date: 10 May 2025 (2.30pm)

DD and Evan, the 3rd Host are back with more things you can't say on a podcast!

Captains are supposed to be the last to leave their sinking ships, not the first. But that required act of valor has always been easier said than done — as evidenced by the story of the 1903 wreck of the S.S. South Portland off Cape Blanco. (Off Cape Blanco, Coos and Curry county; 1900s) (For text and pictures, see https://offbeatoregon.com/1203a-steamer-captain-named-poultroon-of-the-sea.html)

Preacher: Revd Christopher Ho Date: 4 May 2025 (10.45am)

On today's episode, we discuss whether businesses are backtracking on their environmental commitments and Boston Consulting Group's tips for cutting supply chain costs. Despite media reports of corporate backtracking on sustainability, the news on the ground is more complex. We discuss a piece by Paul Simpson, who argues that many companies are quietly advancing their environmental goals – not just because it's the right thing for the planet, but because it's good for business too.Chief operating officers (COOs) are under increasing pressure to proactively manage supply chain costs amid global disruptions, but reactive strategies won't deliver lasting value. We discuss a piece written by consultants from Boston Consulting Group, who put forward five ways in which COOs should approach cost-cutting initiatives to deliver sustainable efficiency. Links:https://www.managementtoday.co.uk/whats-next-corporate-environmental-agenda/indepth/article/1915218https://www.managementtoday.co.uk/five-ways-coos-reduce-supply-chain-costs/opinion-and-analysis/article/1915092Credits:Presenters: Éilis Cronin and Antonia Garrett PeelProducer: Inga MarsdenArtwork: David Robinson Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Scouting For Growth podcast, Sabine VdL talks to Sara Simeone, an award-winning entrepreneur behind NoCodeLab.ai, the First Vibe Coding Launchpad that helps non-technical dreamers ship AI-powered products in just five weeks—no keyboard sorcery required. Whether you’re a Gen Z founder sketching ideas on a dorm whiteboard, an investor scouting the next scalable platform, or a corporate leader hunting for fresh growth engines, Sara’s story is your front-row seat to how Vibe Coding is about to change the way we build. KEY TAKEAWAYS Vibe coding is defined as creating something using your natural language and vibe with the code to try to understand how the product in front of you is changing as you add more prompts/features. It’s an evolution of the drag-and-drop of no-code platforms but allows you to express yourself in a clear, specific and tangible way to translate visions into products. When I stepped into the startup founder world, I realised that there was a very big problem: There are a lot of subject matter experts who had a lot of dreams, but they couldn’t make these into tangible products. A lot of accelerator programmes only teach you how to launch a product rather than create one because they take for granted that you have a technical co-founder or you can create it yourself, this excludes non-technical founders from a big portion of the entrepreneurial world. Founders don’t need to become techies, but they need a new process to make tch work for them. That’s when I realised AI can help. My goal is to give non-technical founders the creative freedom to move fast but with the discipline of the corporate world. We guide them to develop something new, that wouldn’t have been able to have been developed before. It’s now possible to create, realise and build that idea, it’s a mindset shift where we can become our own CPOs, CEOs, CMO, COOs, etc, we just need the right community around us. I want founders to be aware that they can solve their own problems and they can build something in plain English. When you’re building something, ask yourself who are the customers? What do they need? How much am I going to charge for this? Once there you can start generating technical foundations and product requirements – front/back end, database, APIs, etc in order to create that product. BEST MOMENTS ‘Vibe coding was coined in 2025, so it’s brand new, but I’d been doing it before the term was created.’ ‘AI gives us a lot of tools but we need to know how to use them.’ ‘The beauty of AI platforms is that if you see that something is going wrong you can question the code, understand what’s wrong and ask the AI to fix it for you.’ ‘With vibe coding and NoCodeLab you can build your ideas in days, weeks, or months depending on your technical expertise or background.’ ABOUT THE GUEST Sara Simeone is a multi-award-winning entrepreneur and product strategist who has spent the past two decades turning frontier technologies into real-world growth engines. Today she wears several cutting-edge hats: Founder of NoCodeLab.ai, the first vibe-driven coding accelerator for non-technical founders; CEO & Co-founder of Niftyz.io, the Web3 token-factory that lets brands transform data and IP into tradable digital assets; and lecturer in Blockchain For Business at the MedieInstitutet in Sweden. ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter LinkedIn Instagram Facebook TikTok Email Website

Innovation comes in many forms, and compliance professionals need to be ready for it and embrace it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators in the award-winning Innovation in Compliance podcast. In this episode, host Tom Fox visits with La Tonya Roberts to discuss the concept of the fractional COO and how it can benefit organizations of all sizes. Roberts shares her professional journey, including transitioning from working for a major consulting firm to becoming an entrepreneur and fractional COO. She emphasizes the importance of strategic planning, relationship building, and effective change management in achieving business success. She also highlights how fractional COOs can provide valuable expertise to visionary founders and smaller companies, ensuring operations run smoothly and effectively. They explore the critical role of a fractional COO in supporting business growth, optimizing processes, and leveraging AI to enhance efficiency. Roberts introduces her Operations Gold Mine Framework, an eight-part process that helps businesses develop sustainable and scalable operations. Listeners will gain insights into the unique challenges and opportunities presented by the fractional COO model and practical tips for fostering resilience and creativity in the entrepreneurial space. Key highlights: • Roberts's Professional Journey• The Fractional COO Model• Leveraging AI in Business• CEO and COO Relationship Dynamics• Operations Gold Mine Framework Resources La Tonya Roberts on LinkedIn Harmony Consulting Tom Fox Instagram Facebook YouTube Twitter LinkedIn Innovation in Compliance was recently honored as the number 4 podcast in Risk Management by 1,000,000 Podcasts.

Preacher: Senior Pastor Daniel Wee Date: 27 April 2025 (10.45am)

Today we're into the behind-the-scenes journey of taking a beloved cult-favorite product from small-batch to store shelves across the country. I'm joined by the Justin Oleesky, COO of Coconut Cult, a brand that's made waves in the probiotic space with its ultra-potent coconut yogurt—and a company that's learned a lot about what it takes to scale into national distribution without losing your mind.We'll explore the operational challenges that come with growing fast: managing complex retailer requirements, staying resilient through economic uncertainty and tariffs, and keeping logistics on track when your systems start to buckle under volume. You'll also hear how they chose CRSTL as their EDI partner, what makes CRSTL different from other providers, and how that decision transformed their backend operations—saving time, reducing errors, and unlocking growth.Whether you're just starting to think about wholesale or already in retail and feeling the pressure of scale, this episode is packed with actionable lessons for founders, COOs, and operations leads alike.Sponsored by CRSTLCrstl is the smarter way to EDI. Get 25% off your entire first year and onboarded to any trading partner in 2 weeks or less. No complex setups, no delays—just fast, reliable, automated EDI at the lowest total cost of ownership. E-mail grace@foodbevy.comStartup to Scale is a podcast by Foodbevy, an online community to connect emerging food, beverage, and CPG founders to great resources and partners to grow their business. Visit us at Foodbevy.com to learn about becoming a member or an industry partner today.

In today's episode of the Second in Command podcast, Cameron dives into the unique dynamics between COOs and CEOs, comparing them to how men and women perceive the world differently. Cameron discusses the relatively short tenure of most COOs and how the role evolves as a company scales. He also touches on how the COO's skill set may not always keep pace with the company's growth, leading to frequent turnover.You'll learn about the changing gender dynamics within the COO position, noting how women now comprise a significant portion of COOs. With examples from well-known companies like Facebook, Cameron delves into the idea that the COO role is often misunderstood as a stepping stone to the CEO position, when in reality, many COOs don't aspire to take on that higher-level responsibility.This episode offers insights into the evolving responsibilities of COOs in today's business landscape, particularly their role in digital transformation and technological adaptation.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!In This Episode You'll Learn:Why the role of a COO is often more dynamic and requires a broader set of skills compared to other functional heads. (2:19)The significant decrease in the gender gap in COO roles over the past 15 to 20 years. (2:44)Why compensation for a COO should be tied to strategic insight, P&L responsibility, and the number of partners brought into the company. (7:12)The role of the COO in project alignment and resource allocation (8:11)And much more...Resources:Connect with Cameron: Website | LinkedInGet Cameron's latest book – "Second in Command: Unleash the Power of Your COO"Get Cameron's online course – Invest In Your Leaders

Suketu Gandhi and Joe Lynch discuss the strategic COO: navigating disruption and driving change. Suketu is a partner and global chair for the Strategic Operations Practice at Kearney, a leading management consulting firm. About Suketu Ghandi Suketu Gandhi is a partner and global chair for the Strategic Operations Practice at Kearney, a leading management consulting firm. Based in Chicago, his expertise covers a wide range of operations topics, with an emphasis on end-to-end supply chains and their redesign for four critical purposes, growth, cost, resilience, and sustainability. Noting that the key to maximizing their effectiveness lies in the combination of human intelligence, AI, and automation, he underpins this with a deep understanding of how global operations work. Suketu's passion for operations work goes back to the earliest days of his career with a major retailer. Now, he puts this knowledge to work for clients throughout the consumer and retail space. Suketu is frequently published on operations transformation topics in outlets such as HBR, MIT Sloan Management Review, and The Wall Street Journal. About Kearney Since 1926, Kearney has been a leading management consulting firm and trusted partner to three-quarters of the Fortune Global 500 and governments around the world. With a presence across more than 40 countries, our people make us who we are. We work impact first, tackling your toughest challenges with original thinking and a commitment to making change happen together. By your side, we deliver—value, results, impact. To learn more about Kearney, please visit www.kearney.com. Key Takeaways: The Strategic COO: Navigating Disruption and Driving Change Kearney's third annual COO survey, in collaboration with AWS, reveals that while COOs anticipate organizational growth in 2025, they foresee significant hurdles related to skills gaps and execution challenges. The research highlights key findings from the survey of over 120 senior operations leaders, indicating a shift in priorities from pure cost efficiency to a more balanced strategy emphasizing innovation, risk management, and the integration of technologies like GenAI in supply chains. The purpose of the survey is to identify the major concerns and strategic shifts among COOs, revealing an "execution gap" and a critical need to address skill shortages and proactively manage risks in an increasingly uncertain global environment. Global & Legacy Powerhouse: Founded in 1926 and headquartered in Chicago, Kearney is a top-tier management consulting firm with a presence in 40+ countries, serving Fortune Global 500 clients across industries. Strategic Expertise at the Core: Renowned for excellence in strategic operations, sourcing, procurement, and transformation — Kearney consistently ranks among global leaders in these areas. Forward-Thinking Insights: Through thought leadership like the FDI Confidence Index and Global Business Policy Council, Kearney shapes conversations on global economics, innovation, and disruption. People-First, Impact-Driven: With a culture rooted in collaboration, inclusion, and purpose, Kearney focuses on delivering measurable change while fostering a diverse and empowered workforce. Learn More About The Strategic COO: Navigating Disruption and Driving Change Suketu Gandhi | Linekdin Kearney | Linkedin Kearney Beyond survival: the new operational playbook separating leaders from laggards in 2025 Manage Capital Investments Like a Supply Chain What Fast-Moving Companies Do Differently Leveraging New Tech to Boost Supply Chain Resilience The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube  

What happens when a nine-year-old boy hears blood-curdling screams outside his remote California trailer — and decades later finds himself staring into massive glowing eyes deep in Oregon's Elliott State Forest?In this unforgettable and chilling episode, we welcome back David, a longtime listener and previous caller, to share his astonishing journey with the unexplained. David takes us from early childhood experiences in Junction City and Trinity Center, California — where a mysterious creature left claw marks at the top of a 10-foot trailer door — to a jaw-dropping series of events in the forests of southern Oregon in 2019.Over nine days of elk hunting, David, his wife, and his sister encountered vocalizations, unblinking reflective eyes, shadowy figures in the brush — and finally, a deafening roar that forced them to abandon camp in the middle of the night. But that's not all. David also reveals a life-changing encounter involving red orbs, alien beings... and a family of Sasquatch seemingly abducted alongside him.More than a Bigfoot story, this episode explores memory, mystery, and how the deepest forests still hold secrets science can't explain.

Preacher: Revd Christopher Ho Date: 20 April 2025 (8.30am)

Are you pricing your AI software correctly?Whether you're trying to attract early users to a new AI SaaS offering or rethinking your model to scale an established product, you have to choose the right pricing model. If you pick the right one for your stage and audience, you'll avoid churn risks and gain a new strategic tool to drive growth. In Episode 85 of B2B SaaS Marketing Snacks, host Brian Graf and guest CMO Antoine Vial break down the major pricing models emerging in the AI-driven SaaS space – from traditional seat-based subscriptions to usage-based and outcome/value-based pricing.You'll learn how to align your pricing with your ideal customer profile and overall go-to-market strategy, ensuring your pricing not only generates revenue but also reinforces the value of your AI-powered solution.Here are the episode's critical subjects:Why pricing is a critical differentiator in the AI SaaS market: How the explosion of AI startups has made pricing strategy a key way to signal value and stand out in a crowded field.Pros and cons of key pricing models: An in-depth look at seat/subscription pricing vs. usage-based pricing vs. value-based (outcome-based) pricing – including their benefits (e.g. predictability vs. flexibility) and potential downsides (like cost unpredictability or complexity).Hybrid pricing strategies in action: How combining models (for example, a base subscription plus usage-based add-ons or credits) can balance stable revenue with customer flexibility, and why this hybrid approach is popular for many AI-powered tools.When to use each model based on growth stage: Guidance on matching your pricing strategy to your company's maturity – from keeping it simple at the MVP stage to reduce friction, to moving toward value-based pricing once you have product-market fit and proven outcomes.Aligning pricing with your ideal customer profile: The importance of understanding your target audience's expectations and industry norms (e.g. are they used to pay-per-use or prefer flat rates?) and tailoring your pricing model to meet those expectations and maximize adoption.​​Using pricing to build credibility and trust: How a well-designed pricing scheme can serve as a credibility signal – for instance, value-based pricing demonstrates confidence in your product's ROI – and why transparency (like free tiers or clear pricing pages) can lower barriers for new users.Common pitfalls to avoid in pricing an AI product: Insights on mistakes SaaS companies make, such as overcomplicating pricing too early or misaligning price with value, and how to iterate and test your pricing safely as you learn from customer behavior.Get ready to explore which pricing strategies work best at different stages of a company's growth and product maturity -- information that's applicable to early-stage startups and scale-ups alike. Certain approaches (like hybrid usage models or value-based pricing) can build credibility and trust with customers, while others can create churn risk if misaligned with customer expectations.B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:BSMS 84 - Positioning for AI SaaS companiesBSMS 67 - The impact of AI on marketingUnlocking the power of AI: Transform your content creation processThe State of B2B SaaS SEO in the Age of AI [2025]T2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company. 

What happens when your real estate team is built on friendship but lacks the right mix of skills, and how do you fix it before it breaks everything? In this episode, Angel welcomes real estate investor and developer Andy McMullen for a deep dive into team dynamics, communication, and the reality of partnerships in the multifamily and build-to-rent space. Andy reflects on two decades of lessons learned—from stumbling through his first syndication to building a high-performing team with diverse skill sets. The conversation unpacks what makes partnerships succeed or fail, the importance of identifying your strengths, and how to set up systems that allow teams to pivot when markets shift.   [00:01 - 05:00] From Residential to Syndication: Andy's Starting Point What the transition from brokerage and development to multifamily syndication taught Andy early on Why build-to-rent is a growing strategy for families and institutional buyers alike The significance of phased development as a risk management tool   [05:01 - 10:24] | Team Troubles and Realignment The importance of exit strategies—both for deals and for partnerships Why some team “divorces” are about fit, not failure How different personality types impact leadership and team performance under pressure   [10:25 - 15:46] | Discovering and Owning Your Superpower How Angel and her husband divided roles based on strengths—not assumptions The need to understand what truly energizes each team member Why knowing your natural talents isn't just helpful—it's necessary   [15:47 - 19:30] | When Being the Smartest Person Fails Why Andy's first syndication fell apart—and what he learned from the fallout The need for humility and delegation in high-stakes deals The importance of building relationships with investors, property managers, and tenants   [19:31 - 00:23:53] Ego, Leadership, and Letting Go How Andy redefined leadership by hiring people smarter than him. The importance of structure and support roles—from COOs to virtual assistants Why scaling means giving up control and embracing feedback     Connect with Andy:   LinkedIn: https://www.linkedin.com/in/andymcmullen/     Key Quotes:   “If you don't know what your superpower is, send two questions to five people. I got back seven responses that all said the same thing—and it changed how I saw myself.” - Angel William   “I wanted to be the smartest guy on the team. Then I realized I was better off surrounding myself with people who were better at everything I wasn't.” - Andy McMullen     Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.   Are you confused about where to start? Join our community and learn more about real estate investing. 

The Trump administration scrapped a civil rights agreement 14 years in the making with the Rapid City, S.D. school system. The agreement was aimed at correcting inequities for Native American students. Data show Native students in the district are given harsher punishments than their white counterparts. The students also are less likely to be in higher level classes. The decision comes as President Donald Trump has terminated nearly half of the federal Education Department's Office for Civil Rights staff. We'll also look at a Virginia tribe's suit against the commonwealth for what the tribe says is withholding Medicaid reimbursements for tribal citizens' health care. GUESTS Walt Swan Jr. (Miniconjou Lakota), Rapid City Area Schools board member and executive director of Friends of the Children – He Sapa Tyresha Grey Horse (Oglala Lakota), chair of Title VI Parent Advisory Committee for Rapid City Area Schools and program director of Friends of the Children – He Sapa Sarah White (Oglala Lakota), executive director of the South Dakota Education Equity Coalition Thomas Badamo (Nansemond), tribal council treasurer for the Nansemond Indian Nation  Jessie Barrington (Confederated Tribes of Coos, Lower Umpqua, and Siuslaw Indians), attorney with Cultural Heritage Partners

When your board asks, “Why this GC?”, you'd better have a good answer. That's where Anne Kerwin Payne comes in. In this episode, Mary O'Carroll sits down with one of the most trusted names in legal executive search. As founder and managing director of Kerwin Associates, Anne has helped place legal and compliance leaders at some of the most innovative companies in the world. She knows what it takes to stand out—and what gets overlooked. They dive deep into what CEOs are really looking for in today's legal hires, and why pedigree alone won't cut it. Whether you're an aspiring general counsel or a legal ops pro helping build the next great team, this episode delivers a masterclass in legal leadership hiring. In this episode: The Judgment Factor: Why outstanding judgment—not technical chops—is the #1 trait companies want in legal leaders. The Resume vs. The Room: How communication style and presence carry more weight than you might think—and why the best GCs can command a boardroom with just a few words. Storytelling That Sells: How to craft a career narrative that makes sense, even with lateral moves, gaps, or a long stint at one company. Following the Leader: Why the ability to attract and develop top talent says more about your leadership than your title ever will. The Business-Minded Lawyer: CEOs want legal partners who think like operators. Anne explains why general counsels are increasingly expected to function like COOs. The Reality of the Market: From backdoor references to AI disruption, get a brutally honest take on today's hiring landscape and what it means for your next move. Whether you're job-hunting, hiring, or just trying to future-proof your career, this conversation is full of insights you can't afford to miss. Follow Mary on LinkedIn Rate and review on Apple Podcasts

With over 14,000 new AI startups in the past few years and nearly every software tool now adding “AI” to its messaging, how can your AI-powered SaaS product stand out? In Episode 84 of BSMS Marketing Snacks, host Brian Graf and special guest CMO Antoine Vial (fractional CMO for 20+ SaaS companies) explore why technical features alone aren't enough to win customers during the AI gold rush. You need to craft messaging around the real outcomes and value you deliver. They use real examples (like how one startup niched down with “personalization at scale” for a specific audience before broadening out) to illustrate effective go-to-market tactics. You'll hear about emerging trends: from new pricing models in an AI-first era to booming verticals like customer support, sales automation, analytics, cybersecurity, and more.This episode covers:Differentiating in a Saturated AI Market: Why the explosion of AI startups makes clear positioning more important than ever, and how to avoid getting lost in a sea of “AI-powered” claims.Outcome-Focused Positioning: How to move beyond bragging about algorithms and instead highlight the concrete business outcomes and “jobs-to-be-done” your product delivers for customers.The Power of Niche & Early Adopters: A playbook for niching down – targeting a specific vertical or problem first – to gain traction and product-market fit (and how companies like Clay used this strategy to build momentum).Evolving Your Go-to-Market Strategy: Tips on identifying your ideal early adopters, refining your messaging for that subsegment, then expanding thoughtfully once you've established a foothold.Emerging Pricing Models for AI SaaS: An overview of pricing trends – from traditional subscriptions and tiered plans to usage-based “credit” models and value-based pricing – and how these choices support (or hinder) your positioning.Industry Trends & Examples: Insights into key AI-driven verticals (from AI voice agents in customer service to AI coding assistants) and what's helping the winners in those niches break through the noise.Cutting Through Hype to Drive Adoption: Why simply having AI isn't a strategy, and practical advice for founders on communicating your unique value so customers understand why your solution matters to them.For B2B SaaS founders and marketing leaders driving companies above $2M ARR, this conversation is a masterclass in standing out and scaling up in the AI era. As your company grows, the stakes of positioning only get higher – especially when you're competing in a hot space with well-funded entrants and legacy players all touting AI. Episode 84 arms you with expert perspectives on sharpening your value proposition and go-to-market focus. You can refine your messaging, target the right niche audiences, and align your pricing with value – all of which are crucial to accelerating growth beyond the $2M mark. Make sure your AI-powered product isn't just another face in the crowd, but a clearly differentiated solution poised for long-term success.B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:BSMS 67 - The impact of AI on marketingUnlocking the power of AI: Transform your content creation processThe State of B2B SaaS SEO in the Age of AI [2025]T2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company. 

Welcome to another episode of Business Lunch! In today's episode, Roland dives into one of the biggest reasons businesses fail to scale: hiring the wrong operators or not hiring them at all. He breaks down the key differences between COOs and CFOs, why founders are often terrible at operations, and how to stop building your company on a house of cards. If you've ever struggled with finance, HR, or finding someone who can truly run the day-to-day operations, this episode is for you.Highlights:“The COO role is the most misunderstood position in the company.”“If you don't have great HR, you don't have a great company.”“Finance is the GPS of your business. Without it, you're driving blind.”“Hiring a fractional CFO before you need one is like turning on headlights before it gets dark—it keeps you safe.”Timestamps:00:00 The Operational Blind Spot01:38 COO vs. Integrator vs. Operator04:57 The Real Job of a COO07:21 Why Founders Suck at Ops09:14 The CFO as Business Strategist12:06 HR: The Most Undervalued Department14:43 Don't Wait to Hire a Fractional CFO17:50 Delegation vs Abdication19:46 How to Audit Your Org Chart22:10 Final Thoughts on Scaling SmarterCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

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

When economic and market turbulence strikes without warning, SaaS founders and marketers naturally start to wonder... should we cut marketing budget, pivot our message, or hold the line? In Episode 83 of B2B SaaS Marketing Snacks, co-hosts Brian Graf and Stijn Hendrikse explore how B2B SaaS companies can not only survive but thrive when the economy takes a dip. You'll hear why maintaining focus on customer value is more important than ever, and how to avoid knee-jerk reactions that can hurt long-term growth. Here's what you'll learn:Why value beats panic pricing: How to double down on real customer value and practice value-based pricing instead of slashing prices or entering a race to the bottom, ensuring your offering remains essential even as budgets tighten.Adapting your ICP and personas: How to re-evaluate your Ideal Customer Profile in a downturn – identifying which segments of your market still have budget or greater need for your solution – and adjusting your buyer personas (e.g. addressing newly empowered CFOs) to align with shifting priorities.Retention and expansion first: Why it's crucial to prioritize customer retention and expansion over pure new customer acquisition during a recession. Learn ways to strengthen customer success, keep your existing clients happy, and grow revenue from your install base so you protect your ARR.Smart budget optimization: Guidance on trimming the fat in your marketing spend without killing your growth engine. Discover how to audit your channels and CAC, cut the underperforming tactics, and double down on the efficient strategies so your go-to-market stays lean and effective.Flexible pricing & “survivor” offers: Creative strategies to help customers stay on board. This includes shifting to usage-based or monthly pricing options, offering more flexible payment terms, or even introducing a limited-time “survivor package” – a pared-down, high-ROI product tier designed to prevent churn and attract budget-conscious buyers from less flexible competitors.Pivoting your content strategy: How to tweak your marketing messaging and content in tough times. Our hosts share why thought leadership alone isn't enough in a downturn – and how creating practical “survival” guides, checklists, and playbooks for your audience can build trust and relevance. (Spoiler alert... help your champions justify your product internally by focusing on immediate execution and ROI, not just big ideas.)Rather than resorting to fear-driven cuts, you'll learn how to strategically adjust your approach – protecting the customer base you've worked hard to build and seizing opportunities that competitors might miss. Brian and Stijn's advice will help you keep your growth engine running strong (even on a leaner budget), align your product and messaging with what customers need right now, and ultimately come out of the downturn with a healthier, more focused business. B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:How to update your B2B Marketing Strategy in a recession8 B2B marketing tips to offer a modern and adaptive marketing strategy4 Red Flags in SaaS MarketingHiring great marketers in todays outsourced labor marketT2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company.

Feeling overwhelmed by a never ending to-do list, or struggling to balance high impact work with personal growth? The development matrix can help.In Episode 82 of B2B SaaS Marketing Snacks, co-hosts Brian Graf and Stijn Hendrikse dive into the Development Matrix – a simple but powerful framework for overloaded marketing leaders – and unpack how to tackle the never-ending to-do list that every B2B SaaS marketer and founder knows too well. Here's what you'll learn:The Development Matrix Framework: How to categorize your tasks into four quadrants based on how effective you are at them and how much they energize you, so you can clearly see what to keep doing and what to delegate.Prioritizing High-Impact Work: Why focusing on the tasks that generate the best outcomes (and letting go of the rest) drives better results and prevents you from getting bogged down in busywork.Delegation Done Right: Practical tips for deciding who should take on a task – whether it's a team member who'll find it exciting or an AI tool that can handle it – and how to delegate without simply “dumping” work on others.Avoiding Burnout: Insights on recognizing when a task you used to love has become a grind, and how handing it off at the right time keeps you fresh and your team motivated (no more burning the candle at both ends).Empowering Your Team: How using this framework not only frees up your time for strategic thinking, but also creates growth opportunities for your team through coaching and new responsibilities (a win-win for company culture).The “Who Not How” Mindset: Always asking “Who is best equipped to do this?” for each new project – including leveraging AI for support – so you're continually optimizing your workload for maximum impact.Time always feels scarce in SaaS marketing! The Development Matrix is a great tool to prioritize work, focus on high-impact tasks, and still make room for personal growth. This approach helps avoid burnout while keeping you focused on the work you enjoy and excel at, rather than drowning in tasks that drain you. You'll spend more time on what truly moves the needle (and what you love doing) and less on the minutiae that can be handled by others. It's a valuable playbook for scaling your leadership, preventing burnout, and building a stronger team as your SaaS business continues to grow.B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:BSMS 56 - A marketing team you can affordBSMS 38 - How to employ situational awareness as a go-to-market leaderBSMS 77 - Leveling up your go to marketT2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company.

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

Ever wish you could boost revenue without scrambling for new customers? You can! But only if you maximize the hidden growth opportunity in your existing customer base. In Episode 81 of B2B Marketing Snacks, co-hosts Brian Graf and Stijn Hendrikse welcome back B2B SaaS CMO Cecilia Pérez-Muskus to continue the discussion from Episode 80. Our very own B2B SaaS experts dig into how the best SaaS companies drive over 50% of their revenue from current customers (while the average is only ~28%). They have practical advice for you on using customer success, product usage data, and account-based marketing to capture a ton of untapped revenue.Here's what you'll learn:The biggest expansion mistakes to avoid: Why chasing new logos while ignoring current customers is a recipe for missed revenue (and even churn), and how great SaaS companies flip this script.“Land and Expand” done right: How starting with a small beachhead (a single team or use-case) can lead to multi-department wins and multi-location rollouts – without the long enterprise sales cycle.Aligning your team for growth: Tips on getting Sales, Marketing, and Customer Success on the same page to drive upsells. (Hint: your CSMs can become a second sales force when it comes to expansion, especially when they partner closely with sales reps.)Finding upsell gold in your data: How to spot upsell and cross-sell opportunities by analyzing product usage patterns and listening to customer feedback. You'll discover ways to use surveys, support tickets, and in-app metrics to identify who's ready for an upgrade (and who might need extra love).Account-based marketing for existing customers: Tactics for running one-to-one ABM campaigns targeting your current accounts – from personalized email outreach to tailored content that addresses each customer's next potential “job to be done.”Key metrics and growth levers for expansion: Which expansion metrics matter most (think Net Revenue Retention and percent of revenue from expansions) and how to move the needle. Plus, why regularly revisiting your pricing and packaging can significantly boost customer lifetime value.Scaling isn't just about landing new deals – it's about maximizing value from your existing base to drive efficiency and profitability. You'll come away with practical ideas to improve retention, increase each account's revenue contribution, and get your team aligned on expansion as a growth strategy.B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). With people cost being a majority of the cost involved, every hire needs to be well worth the investment!The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:BSMS 80 - Account expansion (part 1)FREE B2B SaaS Go-to-Market Checklist for Market ExpansionBSMS 63 - Expand your market with Ansoff's MatrixBSMS 23 - Product led growth vs. sales led growthT2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company.

Scaling a SaaS company is about more than just landing new customers! It's about maximizing the value of the ones you already have. This episode teaches you how to unlock expansion revenue, increase customer retention, and build a more profitable SaaS business. From upselling and cross-selling to deepening customer engagement, we dive into the real tactics that fuel scalable, efficient growth from the customers you already have. Net-new customer growth alone isn't enough — you need to grow within your existing accounts.In Episode 80 of B2B SaaS Marketing Snacks, Brian Graf and special guest CMO Cecilia Pérez-Muskus break down:Why doubling down on account expansion is often the fastest path to sustainable revenue growthHow to align sales, marketing, and customer success for seamless upsells and cross-sellsCommon mistakes B2B SaaS companies make when trying to expand accounts (and how to avoid or fix them)The role of smart pricing and packaging in boosting account expansion successHow to measure and improve expansion revenue in a practical wayIf you're seeing revenue plateau and want to drive growth without constantly chasing new customers, this is the episode for you.B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). With people cost being a majority of the cost involved, every hire needs to be well worth the investment!The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:B2B SaaS Go-to-Market Checklist for Successful Market Expansion [Free Download]BSMS 31 - T2D3: How some software startups scale, where many failBSMS 43 - What to do when your numbers stallT2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company.

In this episode, Ray Sclafani discusses the often-overlooked topic of partner challenges within financial advisory firms. He outlines a five-step playbook for Chief Operating Officers (COOs) to effectively address these issues, emphasizing the importance of proactive communication, data-driven decision-making, and clear policies. The episode highlights the critical role of COOs in maintaining firm culture and performance, and the necessity of addressing conflicts head-on to ensure long-term success.Key Takeaways Inaction can lead to significant consequences for firms.Data-driven approaches help in addressing partner issues.Proactive policies are essential for managing partner behavior.Open communication fosters a healthier work environment.Documenting issues is crucial for accountability.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

What happens when you get 100 of the world's most influential CSCOs and COOs in a room together? This week, the Zero100 team shares a behind-the-scenes look at Forum 2025, revealing how supply chain leaders are preparing business to cope in troubled times. Featuring: VPs Research Lauren Acoba and Geraint John, and VP of Membership, Daria Crane. What is Zero100 Forum? (1:46)Defining “Next Wave Digital” in three key themes (02:52) Attendee attitudes on change, talent, and Trump's tariffs (4:52)Insights on relocation, lobbying, and more from Zero100's Tariff Playbook (7:52) How leaders are responding to shifting trade dynamics (12:04)AI whiplash and the end of tech for tech's sake (13:50)Key challenges for the year ahead (15:30)Vinyl, magicians, and more off-stage Forum highlights (17:50)

In Episode 139 of the SEOLeverage Podcast, host Gert Mellak sits down with Lloyd Thompson, founder of VirtualDOO, to unpack the chaos of business operations and how founders can stop being the bottleneck in their own companies. Lloyd shares his insights on how to transform operational disorder into smooth, scalable systems through fractional operations management, helping business owners free up time and energy while driving growth. From defining clear accountability and crafting a vivid vision, to streamlining SOP ownership, team rhythms, and introducing feedback loops, Lloyd reveals the keys to building a well-oiled business machine. They also explore the rise of Revenue Operations (RevOps), leveraging CRM data to maximize ROI, and dive into the exciting world of AI agents and how they're reshaping operations today. Whether you're drowning in tasks or looking to level up your team's performance, this episode is packed with actionable insights and real-world examples that can help you reclaim your time and scale your business effectively. In this episode, you'll learn about: How to get out of daily operations with a fractional COO The 4-step method to assess and fix operational bottlenecks How to reclaim your time with a simple Task Audit Tips for creating smooth team workflows and feedback loops An intro to Revenue Operations (RevOps) for better CRM use How to leverage AI tools and agents to boost efficiency   Podcast Highlights: 01:24 – What is VirtualDOO? Lloyd explains how his company helps founders delegate operations through flexible, fractional COOs. 05:29 – Diagnosing Operational Chaos The importance of an operational health assessment and how it uncovers key business inefficiencies. 12:17 – Reclaiming Founder Time Lloyd shares a simple Task Audit method to free founders from day-to-day tasks. 19:54 – Creating Operational Smoothness How rhythms, dashboards, and feedback loops lead to smoother team operations and growth. 27:02 – Introduction to Revenue Operations (RevOps) Connecting sales and marketing in the CRM to maximize lead and customer value. 38:09 – Leveraging AI in Operations How businesses are starting to use AI agents and automation to increase efficiency and reduce workload.   Links: VirtualDOO Website: https://virtualdoo.com Free Resources & RevOps Self-Assessment: https://virtualdoo.com/resources Guest Website Info: Lloyd Thompson Founder of VirtualDOO Helping founders escape operational chaos with fractional COOs and streamlined systems.

Join as Margaret Roberts Drucker returns with another scary story, Chris makes a soothing song for these troubling times,  and Ivy Grimes reads her piece about someone swallowing a glass piano. CreditsRe-Function! by junior85 is licensed under a CC0 1.0 Universal License.Life's Small Pleasures by Christopher Stevenson:DC Metro - Interior 1 by crashoveride6 is licensed under CC0https://freesound.org/people/crashoverride6/sounds/219233/Baby Girl 1 year old - Coos, Gurgles, Drops Toys by Sauron974 is licensed under CC0https://freesound.org/people/Sauron974/sounds/244237/Soothing Serenade by Universfield is licensed under Attribution 4.0https://freesound.org/people/Universfield/sounds/719269/Mockingbird by AlucardsBride is licensed under CC0https://freesound.org/people/AlucardsBride/sounds/179928/Goog rain and thunder by Soundman9826 is licended under CC0https://freesound.org/people/soundman9826/sounds/193331/Kingston NY late summer midnight crickets - some mic and freeway noise from middle.wav by samwd is licensed under CC0https://freesound.org/people/samwd/sounds/402734/Brazilian_Waterfall_River .wav by SuperStudioBR is licensed under Attribution 4.0https://freesound.org/people/SuperStudioBR/sounds/669180/Jamesport Wind Chimes.wav by acclivity is licensed under Attribution 4.0 NonCommercial https://freesound.org/people/acclivity/sounds/30606/Improvisation on Lydian Scale - Saxophone (2) by emirdemiral is licensed under Attribution 4.0 https://freesound.org/people/emirdemirel/sounds/424911/Tokyo - Drum Circle in Yoyogi Park by Manuke is licensed under CCOhttps://freesound.org/people/manuke/sounds/315885/ Dark Ambient Music (Death And Forever) by TheBoseDeityis licensed under the Attribution NonCommercial 3.0 License.https://freesound.org/people/TheBoseDeity/sounds/395691/Flower Dance by Serge Quadrado is licensed under a Attribution-NonCommercial 4.0 International License.Hoba by JAYUS JAZZ is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License.Java Pop by Spires That in the Sunset Rise is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License.https://freemusicarchive.org/music/Spires_That_in_the_Sunset_Rise/Curse_the_Traced_Bird/Java_Pop/Washington, DC by The Nighttime Adventure Society is licensed under a Attribution-NonCommercial-ShareAlike 3.0 International License.https://freemusicarchive.org/music/The_Nighttime_Adventure_Society/Chapter_One_The_First_Chapter/The_Nighttime_Adventure_Society_-_Chapter_One-_The_First_Chapter_-_01_Washington_DC/

Hiring a marketing agency could be your next logical step for growth—but it can also be a costly mistake. The wrong agency can drain your budget, delay real solutions, and create more problems than it solves.In Episode 79 of B2B SaaS Marketing Snacks, Brian Graf and Stijn Hendrikse break down:When hiring a marketing agency makes sense—and when it doesn'tWhy early-stage SaaS companies often struggle with agenciesHow to tell if your company is ready for external marketing helpThe two types of agency partnerships (results vs. expertise) and how to pick the right oneIf you're thinking about hiring a marketing agency, this episode will help you make a strategic, informed decision. You'll have a clear framework for deciding if, when, and how to work with an agency—so you can scale smarter, without wasting time or money.B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). With people cost being a majority of the cost involved, every hire needs to be well worth the investment!The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:Measuring the ROI of Your SaaS Marketing AgencyMarketing-as-a-Service Agency: What It Is and Why It WorksTips for Choosing the Right Outsourced SaaS Marketing AgencyScaling SaaS: When to Hire a Specialized Marketing AgencyThe Secret to Series A SaaS Success: The Right Marketing AgencyT2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company.

In today's episode of the Second in Command podcast, Cameron explores the intricacies of leadership roles within organizations, focusing on a key executive position that plays a crucial part in shaping company culture and driving success: the COO. You'll learn how this role evolves over time, with special attention paid to the dynamics between two critical figures at the helm of a company. A nuanced understanding of the relationship between these roles is presented, highlighting how their partnership can lead to strategic growth and organizational harmony.Cameron also touches on how businesses in different sectors require varying approaches to leadership, especially when scaling operations and managing teams. You'll hear how the right leadership structure can determine a company's trajectory, from fostering innovation to maintaining operational efficiency.This episode brings into focus the importance of mentorship and growth, not only at the top but within the entire leadership team.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!In This Episode You'll Learn:The different types of COOs and their specific roles within a company. (1:25)The seven different types of COO, including the Executor, the Change Agent, the Mentor, etc. (3:56)Other roles often filled by the COO, including the Adult in the Room, the Follower, the Devil's Advocate, etc. (14:56) The evolution of the COO's role, and why it often serves as the 'glue' in the organization, with culture as the source of adhesion. (24:45)And much more...Resources:Connect with Cameron: Website | LinkedInGet Cameron's latest book "Second in Command: Unleash the Power of Your COO"Get Cameron's online course – Invest In Your Leaders

As a B2B SaaS executive, it is fair to consider: Is my marketing team underperforming? With endless reports, unclear attribution models, and a constant flurry of activity, it can be tough to tell whether your team is actually moving the needle or just running in circles.In Episode 78 of the B2B SaaS Marketing Snacks Podcast, co-hosts Brian Graf and Stijn Hendrikse sit down with special guest CMO Antoine Vial to break down:The five key metrics that indicate whether your marketing team is strugglingHow to diagnose marketing underperformance strategically and tacticallyWhy team structure, data accuracy, and attribution models can make or break your effortsThe most common friction points between marketing, sales, and customer success—and how to align themBy the end of this episode, you'll have a clear roadmap to assess and optimize your marketing team's performance.B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). With people cost being a majority of the cost involved, every hire needs to be well worth the investment!The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:Measuring the ROI of Your SaaS Marketing Agency10 B2B SaaS Metrics & KPIs Every Founder Needs to Track to Optimize Performance7 Must-Know B2B SaaS Marketing Metric Benchmarks For SuccessT2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company.

In this episode, Derek Streat, Founder, CEO & Chairman of DexCare, discusses unlocking capacity, growth strategies for CFOs & COOs in healthcare.

In this episode, we explore the multifaceted role of the Chief Operating Officer (COO) in harmonizing and optimizing operations across an organization. We'll delve into how COOs collaborate with various departments—including engineering, marketing, finance, and human resources—to ensure cohesive strategies and efficient workflows. Listeners will gain insights into the responsibilities of a COO, such as managing daily operations, aligning company goals, fostering cross-department collaboration, and leading change management initiatives. Whether you're an aspiring COO or a business leader aiming to enhance operational efficiency, this discussion offers valuable perspectives on achieving organizational excellence.

What does it take to truly level up in 2025? It's not just about growing your GTM team—it's about elevating your own leadership, optimizing your impact, and mastering the tools that will define the next era of growth.In this must-listen episode, Brian Graf sits down with Stijn Hendrikse and Antoine Vial to dive into their upcoming book, Level Up! Coaching Go-To-Market Leaders to Achieve Exponential Growth. They explore why coaching—both for your team and with AI—is the key to unlocking greater GTM efficiency, smarter decision-making, and lasting success.

Originally released: 4/29/24Our first interview is with Cathy from Montana, who shares multiple incidents involving strange and frightening occurrences around her home and while out in the wilderness. She describes events such as encountering a massive, unidentified creature running beside her car, witnessing bizarre behavior in wildlife, and unusual patterns of animal disappearances which suggest the presence of an unknown large predator. Cathy's experiences span over several years and various locations across Montana, encountering oddities that defy logical explanation and leave her questioning what lurks in the hidden corners of the wild. The second interviewee, David, discusses his 2019 camping trip in Oregon, where he and his companions experienced odd noises, unexplained eyeshine, and a horrific roar that led them to abandon their campsite. David also hints at a childhood experience involving something attempting to enter his family's trailer, promising to share more in a future conversation.Sasquatch Summerfest this year, is July 11th through the 12th, 2025. It's going to be fantastic. Listeners, if you're going to go, you can get a two day ticket for the cost of one. If you use the code "BFS" like Bigfoot society and it'll get you some off your cost.Priscilla was a nice enough to provide that for my listeners. So there you go. I look forward to seeing you there. So make sure you head over to www. sasquatchsummerfest. com and pick up your tickets today.If you've had similar encounters or experiences, please reach out to bigfootsociety@gmail.com. Your story could be the next one we feature!

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

Love is in the air, and so is wisdom! In this special Fundraisers Friday – Valentine's Day Q&A, cohosts Julia Patrick and Tony Beall dive into pressing nonprofit leadership questions, blending deep insights with their signature wit and camaraderie.From unexpected board policies to the evolving role of marketing in fundraising, this episode is packed with practical takeaways that every nonprofit leader should hear.One of the most thought-provoking questions came from a young expecting woman: Should boards have a maternity policy for their members? While many policies set attendance rules, they don't always account for major life events. Tony championed a broader perspective: “Board members bring immense value. A leave of absence policy—rather than just maternity—ensures we retain exceptional talent.”Julia, ever the strategic thinker, mentions the policy implications:“It's not just about adding another policy; it's about structuring governance to make room for life's realities.”This lively conversation also tackles the role of COOs in nonprofit structures. Should Development Directors report to them? Tony lays out a clear organizational map, explaining that a Chief Development Officer (CDO) should ideally oversee fundraising, ensuring alignment with the CEO: “Under the COO, stories are created. Under the CDO, they're told. That's why marketing and fundraising belong together.”Julia emphasizes the power of proximity between marketing and fundraising teams:“Get their offices close together—energy happens when storytelling meets donor engagement.”With a mix of heartfelt gratitude and laughter, the episode wraps up with a touching moment where Julia expressed appreciation for Tony's early belief in The Nonprofit Show. #NonprofitLeadership #FundraisersFriday #StorytellingMattersFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Do you need to get yourself out of agency operations so you can work ON the agency rather than in it? Are you stuck in processes and fulfillment when you should be looking at growth? It might be time to hire for the role of COO to ensure your agency's success. A Chief Operating Officer plays a pivotal role in an agency's development, significantly reducing the CEO's operational burden. However, timing is crucial – agencies should carefully consider their growth stage before initiating the search for a COO, and thoroughly understand the position's complexities to ensure an ideal match. Our featured guest brings a unique perspective to this discussion. Having served as both COO and now CEO at her current agency, she offers valuable insights into the essential qualities needed for the role. Her experience illuminates the delicate balance required between the visionary (CEO) and the executor (COO), demonstrating how this partnership can drive optimal agency outcomes. Brittany Filori is the CEO of 51Blocks and several other white label agencies serving agency owners and entrepreneurs. She discusses the crucial role of a Chief Operating Officer (COO) in agency management and shares her unique journey from starting at the bottom to becoming a CEO, providing valuable insights into the relationship dynamics between CEOs and COOs. In this episode, we'll discuss: Do you need a COO or an Ops Manager? The most important roles of a great COO. The crucial CEO-COO dynamic. Preventing COO burnout. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Should You Hire an Operations Manager or a COO? The decision to hire a Chief Operating Officer (COO) marks a critical turning point in an agency's growth journey. Brittany recalls transiting to a COO role once her agency was big enough to need department managers. Of course, this can vary from business to business but for her it comes down to whether the owner was ready to hand off the keys of the business' growth, and whether they needed a second hand to get the agency to the next level. Unlike an Operations Manager, whose role is managing the team, the COO is often seen as the backbone of an organization, responsible for ensuring day-to-day operations align with broader strategic goals. According to Brittany, bringing in a COO could be the best or worst decision you make, depending on who you put in that seat. It's certainly a tricky role to hire and Brittany urges agency owners to clearly define their needs. Are you seeking someone to manage personnel, or do you need a strategic thinker to drive business growth and operational excellence? These fundamental questions can mean the difference between a successful hire and a costly misstep. Strategic Operations Staffing for Growing Agencies For growing agencies not yet ready for a COO, an operations manager can provide crucial support by taking on team management responsibilities. Given the high-stress nature of operations and its potential for burnout, finding the right person requires careful consideration of both management skills and operational expertise. Agencies usually pay a pretty penny for someone who comes in with that talent. However, for smaller agencies that don't have the budget for an Operations Manager just yet, Brittany recommends training the best account manager to start to fit into that role. A great Ops Manager should be a great leader with attention to detail and the ability to see the big picture. This internal promotion strategy provides a cost-effective path to filling a critical role while also creating growth opportunities that can boost team morale and retention. 3 Most Important Roles of an Amazing COO A COO serves as the backbone of an organization, balancing multiple critical responsibilities that directly impact both the company's success and its culture. Here are three key attributes that define an exceptional COO: Comprehensive knowledge of the agency. A great COO must understand how each department functions independently and how they interconnect to support one another. This understanding extends beyond internal operations to encompass the client perspective, as every strategic decision must account for both team capabilities and customer experience. Strong financial intelligence is crucial for effective operations management. COOs must constantly evaluate agency profitability, assess resource allocation, analyze client contribution margins, and monitor employee costs. For example, an experienced COO like Brittany learns to view every decision through both a financial and customer-centric lens. Whereas earlier in their careers, they might have focused primarily on client satisfaction without fully considering the financial impact on the agency. Leadership excellence stands as a fundamental yet often overlooked requirement. Many mistakenly believe that a COO's role revolves solely around numbers and processes. However, the position demands someone who can effectively guide and inspire teams toward organizational goals. Strong communication skills and leadership abilities are not optional extras but prerequisites for success in this role. The Dynamic Between the CEOs & COOs The relationship between CEO and COO is more nuanced than many realize, according to Brittany. At its core, it's a partnership between a visionary and an integrator, where the greatest challenge lies in maintaining distinct roles despite overlapping talents. Rather than seeking a mirror image of themselves, CEOs should look for COOs who complement their strengths—even if that means partnering with someone who seems like their opposite. With these inherent differences, CEOs and COOs must learn to manage conflict, which instead of being avoided, should be embraced as a necessary element of collaboration that can serve as a mechanism for clarity. In her case, Brittany and her COO find the most constructive way to navigate conflict is to stick to facts and remove emotion. You want a COO who will complement you while also challenging you to think differently about issues to obtain the best possible results. In an effective CEO-COO relationship, the foundation is trust and communication, anchored by shared core values and commitment to the organization's mission. Brittany's advice to CEOs is to let your COO fail. If you don't fully agree with how they're planning to execute something give them a shot to try it their way. If they fail, your job as CEO is to help pick them back up, not criticize them, because otherwise they won't feel confident bringing forward innovative ideas in the future. Preventing COO Burnout: Building a Sustainable Leadership Structure As Brittany highlights, finding the right COO is just the beginning; ensuring their longevity within the organization is equally vital. The COO often bears the brunt of operational stress, alleviating burdens from the CEO and other leadership roles. Therefore, it is crucial for agency owners to actively support their COOs by ensuring they have all the tools they need to execute efficiently and feel supported. Implementing structured platforms for dialogue, such as regular check-ins and performance reviews, can facilitate healthy discussions about workload, expectations, and career aspirations. This not only helps in managing stress levels but also reinforces a sense of partnership and collaboration between the COO and the rest of the leadership team. COOs can get overwhelmed and stressed too. Finding one that matches your organization well is already hard enough so once you do, make sure you can find a way to retain them. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

When you're building pricing and packaging for your B2B SaaS company, you'll want to consult the feature matrix first.This framework gives your team an unbiased look at the features your product delivers to customers. It looks at each feature based on two different factors: how many people utilize it and how many competitors offer it.In Episode 76 of the B2B SaaS Marketing Snacks Podcast, host Stijn Hendrikse and special guest Mike Northfield show you, step by step, how to:Set up a feature matrix with insider examples from Microsoft and othersSegment your features into different pricing tiersDeliver your product in a differentiated wayExpand ARPUShow maximum value to your customersB2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). With people cost being a majority of the cost involved, every hire needs to be well worth the investment!The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:Product marketing: How to position your product for success11-point checklist to build a SaaS product pricing strategyBest practices for your B2B SaaS pricing strategyBSMS 24 - Pricing and packaging your SaaS offering (Part 1)T2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company.

Matt Putra is the founder of Eightx and a seasoned fractional CFO with a proven track record of helping over 60 eCommerce and CPG brands scale profitably. With experience across the US, UK, Canada, and Australia, Matt specializes in aligning financial strategy with business goals, whether preparing for exits or navigating cash flow challenges. His innovative approach includes using scorecards and AI to maximize ROI and improve team efficiency.(00:00) - Introduction to Fulfillment Center Issues (00:22) - The Importance of Scorecards (00:34) - 2025 Business Strategies (00:55) - Podcast Introduction and Guest Welcome (01:18) - Meet Matt, the Fractional CFO (03:39) - Matt's Journey to Fractional CFO (05:33) - Global Business Insights (06:36) - Team Growth and Hiring Strategies (07:41) - Client Objectives and Business Types (10:03) - The Power of Delegation (15:08) - Scorecards vs. Dashboards (22:53) - The Role of CFOs and COOs in Business Management (23:30) - Importance of Accurate Data and Simple Systems (24:48) - Case Study: Implementing Scorecards in Large Companies (26:37) - Live Demonstration: How to Use Scorecards (29:00) - The Power of Weekly Accountability Cycles (32:56) - Preparing for 2025: Maximizing ROI and Efficiency (34:27) - Leveraging AI for Business Growth (36:21) - Practical AI Use Cases for E-commerce (40:54) - Conclusion and Final Thoughts Connect with 2X eCommerce:Website: 2X eCommerce Website → https://2xecommerce.com/podcast/Instagram: 2X eCommerce Instagram → https://www.instagram.com/2xecommerce/Twitter: 2X eCommerce Twitter → https://twitter.com/2XeCommerceYouTube: 2X eCommerce YouTube → https://www.youtube.com/@2XeCommerce/Get a Copy of Kunle's BookElevate your e-commerce game with Kunle Campbell's book, "E-Commerce Growth Strategy: A Brand-Driven Approach to Attract Shoppers, Build Community and Retain Customers." Discover practical strategies and insights to boost your e-commerce growth.Buy on Amazon → https://amzn.to/3ybY6WSBuy on Walmart → https://bit.ly/3swOuDeBuy on Kogan Page → https://bit.ly/44DylLnBuy on Barnes & Noble → https://bit.ly/3Pgd4B4Buy on WHSmith → https://bit.ly/4bfr9r3Sponsors:This episode is proudly brought to you by:1️⃣ REVIEWS.io↳ Drive Sales & Reduce Marketing Spending with REVIEWS.ioREVIEWS.io offers an affordable, all-in-one platform for collecting and displaying customer reviews. It's easy for you to set up and simple for your customers to leave reviews, helping you boost both trust and conversions from anyone discovering your brand on Google.With REVIEWS.io, you can increase your Google conversions by up to 26%, improve click-through rates, and lower your ad costs—all with a platform built for busy eCommerce operators like you.To find out more, head over to Reviews.ioGet 10% off your first year—use the code ‘2x' when you sign up or click here.New customers only. Terms and conditions apply.

This episode is powered by Fellow AI Meeting Assistant. Get 90 days free at fellow.app/cooKey Takeaways:• Hidden C-Suite Job Market: The majority of C-level roles are filled through networking, talent partners, and executive recruiters before job postings are even considered.• Role of Networking: Building strong relationships within your industry and maintaining top-of-mind positioning with decision-makers is crucial.• Non-Traditional Candidates: Market shifts, such as the rise of AI and post-COVID changes, are creating opportunities for candidates from unconventional backgrounds.• AI in Executive Recruiting: True Search uses AI-driven tools like Thrive to manage data at scale, identifying the best candidates more efficiently.• Career Advice for COOs: Gaining hands-on experience in both value creation (product/tech) and value capture (go-to-market) functions can prepare COOs for CEO roles.• Culture Fit: Evaluating culture fit involves assessing how a candidate aligns with and enhances the company's existing culture without disrupting it.• The Board Member Journey: To be considered for a board position, candidates need specialized expertise and experience managing boards or navigating complex organizational challenges. Notable Quotes:• “Position yourself within your network as someone ready to step into a C-level role—start those conversations early.”• “If everyone's a thought leader, no one is a thought leader. Focus your voice and expertise on what truly adds value.”• “To be a successful CEO, you need to have hands-on experience in both product and go-to-market functions.” Evan's Unforgettable Moments:• Two finalists in a CEO search accidentally meeting mid-interview process due to scheduling overlap—illustrating the small-world nature of the C-suite ecosystem.• Delivering news to two candidates while they stood together on the sidelines of their kids' soccer game, showing how interconnected the executive world can be. Be sure to check out Fellow's AI Meeting Assistant and get 90 days free at fellow.app/coo.

This is a free preview of a paid episode. To hear more, visit chadcrouch.substack.comNothing like a trip to the ocean to start a new year! I feel so fortunate to live just over an hour away from one of the most beautiful coastlines on this planet.This recording was made at Yoakam Point, near Coos Bay Oregon, about 4 hours down the coast. It's a uniquely beautiful sounding surf here, I have to say.And you might think to yourself, all beaches sound nice, Chad. And well, it would be hard-hearted of me to try to argue with you on that point. They all do sound nice, but some just sound more nice. The tuning here must have something to do with the rocks that reach into the ocean lake a giant hand, as if playing the surf like so many harp strings. The scarp ridges reflect the sound waves of the tumbling surf like a giant instrument, but not in a way that sounds like mush. The contours are clean and the details are sharp. If you listen closely you'll hear the distant moan of a fog horn on the low end (though I did soften it considerably with a low scoop EQ) and the peals of Pigeon Guillemot on the high end of this soundscape. Now if you're like me, you might wonder, why is it called “Yoakam Point”? And, if you're like me, not finding an answer at the ready makes this one of life's little mysteries that needs to be solved. I expected it to be named for some ship captain or crew mate. If not that, then certainly a white man, probably a pioneer or politician, or both. So, wading through numerous Google results for modern country singer Dwight Yoakam, I finally chanced upon a couple fascinating stories tracing the Yoakam surname in Coos County. And, to my surprise these stories enobled no man, but spoke to the perseverance of two generations of Yoakam women. How refreshing!Tragedy of the Burning TreeIn 1855 newly arrived settlers Eliza and John Yoakam lost five daughters to a tree aflame falling on their home, as detailed in this 1906 obituary:In 1855 they moved to a homestead about six miles from Empire City on [what] is now known as the Cammon wagon road.It was here that the awful tragedy of Mrs. Yoakam's life occurred—one that would only be possible in pioneer days, when a large, burning tree fell with terrific force upon their little cabin, shattering it and instantly killing five of their children, one a babe in its mother's arms. The accident happened in the evening, when the children were nearly all asleep, and when later the anguished parents searched amid the ruins of their little ones, they found four of them dead where they had slept. Two little boys, Jasper and George, aged 7 and 5 years, still missing, were found in their little trundle bed alive and fast asleep. The branches of the tree had fallen in such a manner as to shield their little bed, and the commotion had not even awakened them. The scene of the accident is known as Yoakam's Hill, and stately firs, spreading cedars the graceful rhododendron now grow in wild luxuriance where these hapless children lie in their dreamless sleep.The homestead was abandoned, as the poor mother could find no happiness there, and after a few sad months in Empire City and Eastport, they moved to the Coquiller River, where they remained until 1867, when they bought the William Jackson farm on South Coos River, and literally hewed for themselves a home out of the wilderness. In this home probably the happiest years of Mrs. Yoakam s life were spent; other children came to her almost empty arms, and listening to their happy laughter, her old sorrow gradually faded away. For many years “Yoakam's” was synonymous with good cheer and hospitality.Mrs. Yoakam was a woman of rare type, well fitted by nature for the struggles and adventures of pioneer life. Mr. Yoakam died in 1876, and for many years his widow successfully managed the farm, failing health finally compelling her to leave it. She was the mother of twelve children, five of whom survive her. (Coquille Herald)One of her children, George Yoakam, died in 1901, gored by a neighbor's wayward bull, leaving his wife Sarah, three daughters and a son. Taking a page from her mother-in-law, Sarah successfully managed the family farm in the wake of the tragedy.Sarah Yoakam Forges AheadThat a woman can conduct a dairy farm most successfully is nicely proved in the case of Mrs. Sarah Yoakam of Coos county, near Marshfield, Ore., whose husband, a prominent rancher, was killed by a vicious bull some thirteen years ago. In the years Intervening since she and her two daughters have conducted and developed the dairy business in which her husband was engaged. For a good share of the time they have done all the work on the farm, including the care of the dairy herd and the securing of the farm crops. (Union Star)Indeed Sarah not only succeeded on her farm, but went on to become a leader in the trade.Sarah Yoakam, who ran her husband's Coos County dairy upon his death seven years earlier, was voted the first female vice-president of the Oregon State Dairyman's Association. The next year she became the superintendent of the Dairy Department of the Oregon State Fair. (cooshistory.org)Now, how exactly this headland came to be known as Yoakam Point is not crystal clear. The acreage was one of 19 locations purchased by the state in 1968. The state wayside simply carried over the accepted name. Oregon Geographic Names suggests the name was in use for “many decades” prior to 1952, attributed to the pioneer family:For many decades this name has been applied to a small promontory about a mile west of Coos Head just south of the entrance to Coos Bay. It commemorates a family well known in the history of the county. (Oregon Geographic Names, 1952)Mussel ReefI think it's important to include the settler prehistory here. Before the name Yoakam Point gained acceptance among the settlers of the area, it seems like “Mussel Reef” was in play. The area was inhabited by the Coos people from time immemorial. This particular shoreline was an abundant intertidal zone rich with mollusks and crustaceans used for both food and regalia. Sites of archeological importance are documented here. A half mile west of Yoakam Point, sits Chiefs Island, on which stands the defunct Cape Arago Lighthouse. The island was repatriated to the Confederated Tribes of Coos, Lower Umpqua and Siuslaw in 2013. That site contains a very large, deep midden, indicating an extended presence on the island. It is closed to the public.Coos Bay was a distinctly rich cultural area prior to Euro-American settlement. it brought together five tribes speaking as many different languages (or dialects) within short distance each other: Miluk (Coos), Hanis (Coos), Quuiich (Lower Umpqua) Nasomah dialect (Lower Coquille) and Athabaskan (Upper Coquille).Noting the abundant natural resources and prospects for establishing a port, early settlers converged on the peninsula in the center of the bay, incorporating the town of Empire City next to a Miluk village, about 10 miles inland from Yoakam Point. Empire City is today the Empire neighborhood of the city of Coos Bay. Within just a few years of the first settlers arriving, the tribes were forcibly removed and eventually relocated to the Siletz Agency of the Coast Reservation. Like most treaties in the west, promises were broken when the US congress systematically failed to ratify them. Thanks for reading and listening. I'm grateful for your interest. Coast Headland Suite is available under the artist name Listening Spot on all streaming platforms (Spotify, Apple, Tidal, Amazon, YouTube…) Friday, January 17th.

During the conversation, Cameron and Milly dive into the intricate balance of leadership, strategy, and adaptability required to navigate the fast-evolving landscape of modern business. You'll find a fresh perspective on how dynamic roles can bring order to chaos while preserving the creative spark essential for growth. Through candid insights, Milly shares her approach to designing flexible yet effective systems that allow companies to flourish during critical early stages.They also explore the delicate interplay between innovation and structure in growing organizations. How much is too much when it comes to planning? How do leaders strike a balance between guiding their teams and fostering autonomy?Milly also reflects on her unique career path, revealing how unconventional choices shaped their ability to lead and problem-solve. With a focus on people, purpose, and long-term sustainability, she shares how her experiences in philosophy, communication, and creative thinking helped build a foundation for success.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:Milly's role at the London School of Economics and Imperial College London, focusing on entrepreneurship and commercializing IP. (3:11)The importance of finding something that is both a strength and a passion to productize. (5:39)The balance between offering cost-effective solutions and delivering value to clients. (16:28)How Milly matches clients with the right fractional COOs based on experience and personality. (19:24)And much more...Resources:Connect with Milly: Website | LinkedInConnect with Cameron: Website | LinkedInGet Cameron's latest book "Second in Command: Unleash the Power of your COO"Get Cameron's online course – Invest In Your Leaders

Are you ready to unlock the secret to scaling your business? In this episode, I explore the game-changing role of a fractional COO with Ashish Gupta, founder of ScaleUpExec.com. With two founder-level exits in e-commerce and tech (including a Fortune 500) and hands-on experience from senior management at Apple, Ashish shares practical insights on how fractional COO's help businesses achieve exponential growth. Discover real turnaround stories, including how Ashish and his team drove massive revenue and profit growth for over 20 clients. We also dive into: • The key benefits of hiring a fractional COO. • How fractional executives can transform operations and strategy. • Practical tips for scaling in industries like SaaS, tech, e-commerce, and more. Ashish's team at ScaleUpExec includes top-tier COOs and CFOs with proven track records, from startups to Fortune 500s.

Send us a textShownotes can be found at https://www.profitwithlaw.com/463.Struggling to maintain consistent cash flow and effective case management in your law firm?Join Moshe Amsel as he interviews John Scott, partner at Anders CPAs & Advisors, and Kip Bilderback, lawyer and business owner, on the latest episode of the Profit with Law Podcast. Discover the importance of standardizing billing processes, enforcing accountability through incentives, and utilizing tools like QuickBooks for accurate financial management. John and Kip share their insights on dynamic forecasting versus static budgeting, preemptive hiring strategies, and defining your firm's vision for growth. They also discuss practical steps for smaller firms to improve financial stability and the need to document business processes.Listen now to learn how to turn your firm's financial and operational challenges into opportunities for growth and efficiency!Chapters:[00:00] Introduction to John Scott and Kip Bilderback[04:10] Why Law Firms Struggle: Insights from Fractional CFOs and COOs[10:41] Key Metrics for Law Firm Success[16:59] Law Firm Growth Dilemma: Hire First or Market First?[21:57] A Step-by-Step Guide to Strategic Scaling for Law Firms[28:03] John and Kip's Parting Piece of AdviceResources mentioned:Take the Law Firm Growth Assessment and find out how you rate as a law firm owner! Check out our Profit with Law YouTube channel!Learn more about the Profit with Law Elite Coaching Program hereConnect with John Scott: LinkedIn | Twitter (X) | Facebook | Instagram | YouTube | TiktokConnect with Kip Bilderback: LinkedIn | Twitter (X) | Facebook | InstagramJudicial Dollars and Cents: A Virtual CFO's Playbook to help Law Firms Create a Financial Roadmap to Success by John Scott Get a FREE digital copy of John Scott's bookEOS by Gino Wickman Fireproof: A Five-Step Model to Take Your Law Firm from Unpredictable to Wildly Profitable by Mike Morse Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.Connect with Moshe on: