Podcasts about Google Sheets

This Podcast Is Episode 639, And It's About Pillar 3: Delivering Construction Projects Profitably A Construction Bookkeeper's Guide to Smarter Production for Small Contractors You've done the hard work: marketed your services, landed the job, and priced it to make a solid profit. But here's where a lot of small construction businesses lose money—even after doing everything right up to this point.   That moment is project execution—or what we in the business world call production.   As construction bookkeeping specialists, we've seen many jobs transition from profitable to painful simply because the contractor lacked systems in place to track costs, manage scope, or control labor once the work commenced.   Let's discuss Pillar 3: Delivering Projects Profitably, and how refining your production process can safeguard your profits, enhance your reputation, and alleviate stress.    Why "Doing the Work" Isn't Enough Many contractors assume that once the job starts, the hard part is over. But production is where the majority of the risk lives: Labor costs can balloon Materials may get wasted or delayed Clients can change their minds mid-project Subcontractors may not show up when they're supposed to Scope creep can kill your margins without you realizing it From a bookkeeper's point of view, this is when the numbers begin to go awry. Profitability doesn't just come from winning jobs—it comes from controlling how they're delivered. What "Delivering Profitably" Actually Means To deliver projects profitably, you need to finish the job: On budget On schedule With the client happy enough to pay (and refer you) It's not just about good craftsmanship. It's about project management. Whether you're a solo operator or have a small team, production needs structure. Fortunately, it doesn't need to be complicated. Where Small Contractors Lose Profit During Production Before we dive into solutions, let's look at where money is most often lost on the job site: 1. Untracked Labor If you don't know how many hours you or your crew are spending on a job, you can't compare it to your estimate. It's one of the most common profit-killers we see in the books. 2. Material Overruns Materials get lost, over-ordered, or wasted—especially if you're not reconciling purchases to job estimates. 3. Unbilled Change Orders Clients often add or alter project elements. If those changes aren't documented and billed, you're giving away free work. 4. Delays and Downtime Time is money. Waiting on materials, subs, or client decisions can derail your schedule and cost you future jobs. 5. Scope Creep "Can you just add this one little thing?" becomes a margin-eating monster when not adequately managed. Now, let's talk about how to prevent those losses and protect your bottom line. 7 Ways to Deliver Projects More Profitably 1. Start with a Clear Scope and Signed Agreement It may sound simple, but many contractors begin work without a detailed, signed agreement. You need: A detailed scope of work Payment milestones A change order policy Completion criteria This sets expectations and gives you leverage when things change (and they will). 2. Create a Simple Project Timeline Even a basic calendar or whiteboard showing: Job phases Material delivery dates Key milestones can help you stay on track and manage client expectations. Suppose you're using software like Buildertrend or Jobber, great. If not, even a shared Google Sheet can work. The goal is visibility. 3. Track Labor in Real Time You can't manage what you don't measure. Use time tracking tools (like ClockShark or QuickBooks Time), or even a shared text log, to record: Who worked For how long On which part of the job This allows you (and your bookkeeper) to identify when jobs are dragging and compare actual versus estimated hours. 4. Monitor Materials Closely Set up a simple system to: Track what materials were ordered Match receipts to jobs Avoid duplicate purchases If you have frequent material overruns, your bookkeeper can help you adjust future estimates and avoid surprises. 5. Enforce a Change Order Policy This one is HUGE. Every time a client asks for something outside the original scope, pause and issue a change order. Even a one-page form signed via email or a mobile app is sufficient. Change orders should: Define the change List any added costs or time Be signed before work continues When this is routine, you stop giving away "just one more thing" for free. 6. Communicate Early and Often Most client disputes happen when they're left in the dark. Set the standard for regular updates: A weekly progress email A shared photo log A short call every Friday This maintains high trust and prevents minor issues from escalating into unpaid invoices or negative reviews. 7. Review Project Profitability After Completion After every project, sit down with your bookkeeper (or even just your notes) and ask: What was the estimated vs. actual cost? Where did we exceed our budget or deadline? Did we bill for all extras? What should we do differently next time? This post-job review turns every project into a learning tool that improves your future estimates, planning, and pricing. Where Bookkeeping Supports Better Production As your construction bookkeeping specialists, we can help you: Track job costs accurately during the project Alert you when a job is going over budget Ensure change orders are captured and billed Break down labor and materials per project Provide job-by-job profit reports In short, good production data = good financial reporting. And when we work together, we can spot patterns that help you grow smarter. The Results of Controlled Production When you focus on project delivery as intentionally as marketing and money management, you'll start to see: Jobs finishing on time Less rework and missed items Higher profit margins Happier clients (which means more referrals) Reduced stress and better control of your schedule Over time, this builds a reputation that attracts higher-quality clients, enabling you to raise your rates with confidence. Final Thoughts Build Systems, Not Just Projects You know how to build a deck, remodel a kitchen, or manage a crew. But your business needs structure, too. When you build systems around how you deliver your work, you reduce chaos and protect your profits. Pillar 3: Production isn't about doing more—it's about doing smarter. With a bit of planning, tracking, and review, you can make every job a stepping stone to a stronger, more profitable business. Want Help Tracking Job Profitability? If you're tired of guessing how much money you're really making on each job, we can help you set up: Job costing systems Labor and material tracking Change order logs Profit and loss reports per project Let's get your numbers working for you. Book a free consultation today and let's build better systems together—so you can build a better business.

In dieser Folge geht's um zwei Tools, die in fast jedem Unternehmen im Einsatz sind – Google Sheets und Microsoft Excel. Beide sind Tabellenkalkulationsprogramme, die sich in ihrer Philosophie, Funktionsweise und Tiefe deutlich unterscheiden. Wir schauen uns an, wie sie funktionieren, was sie besonders macht und welches Tool besser zu welchem Arbeitsstil passt.

This episode of The Growth Minded Accountant hosted by Lee Reams II, focuses on building a "Referral Growth Engine That Runs Itself." It emphasizes that referrals are the most profitable lead source and can be generated through a repeatable process using existing tools like an inbox and calendar, without needing ads or AI.The podcast outlines a 4-part "Referral Blueprint Framework":Trigger the Ask: Identify optimal times to ask for referrals, such as after a client signs their return, experiences a financial win, during quarterly reviews, upon onboarding completion, or after providing positive feedback. A "Trigger Tracker" (e.g., a shared Google Sheet) can help teams identify these moments.Make Referrals Easy: Create a simple referral page or form (e.g., Google Forms, Calendly) and provide clients with easy-to-share copy for emails or texts.Say Thank You: Acknowledge every referral with a personal email, small gift (e.g., eGift card), handwritten note, or public recognition.Track and Repeat: Use a simple Google Sheet to track referrers, referral names, dates, outcomes, and rewards sent.The episode also highlights getting the team involved by training them to recognize referral triggers and making it fun with shout-outs, internal bonuses, and leaderboards. The host provides a 5-day checklist to launch this system.

What Can We Learn from INTERWAR Tanks to Build the Perfect Space Vehicle?Nicholas Moran (The Chieftain) returns to Cold Star Project for an in-depth analysis of interwar tank doctrine development and its applications to modern space defense.Episode Focus: How seven major nations approached mechanized warfare challenges between 1918-1939, examining their strategic constraints, doctrinal solutions, and ultimate battlefield outcomes.Key Discussion Points: Comparative analysis of French, German, Soviet, British, American, Italian, and Japanese tank development philosophiesResource limitations and industrial capacity impacts on doctrineTactical innovation versus established military thinkingPractical applications for contemporary "space tank" or patrol vehicle conceptsTarget Insights: Defense professionals will recognize familiar strategic dilemmas in resource allocation, technological integration, and operational planning. History enthusiasts get detailed examination of lesser-known doctrinal decisions that shaped WWII outcomes.Why This Matters: The same fundamental questions that plagued interwar military planners—mobility versus protection, standardization versus specialization, offensive versus defensive priorities—are now central to space-based defense planning.The Cold Star Project - Season 4, Episode 23Hosted, Directed, and Produced by Jason Kanigan“The real conversations behind the new space economy, defense tech, and policy—straight from the insiders building it.”Google Sheet: "Interwar Tank Doctrine Comparison Table Developed from Nicholas Moran's Analysis"https://coldstarproject.com/morantableThe Chieftain YouTube Channel:    / @thechieftainshatch   Previous interview:    • Nicholas Moran - Tank Research with The Ch...  --Music: W. A. Mozart, Symphony No.38 in D majorAttribution: A Far Cry Music (YouTube Audio Library), no attribution required--Remuneration Disclaimer: We were not remunerated in any way by the guest or their organization if any for this discussion. This show is for educational/commentary and entertainment purposes only and is not meant to be what is termed "professional advice".The Cold Star Project is sponsored in partnership by Cold Star Technologies and the Operational Excellence Society. Jason Kanigan is a member of the board of advisors of the OpEx Society.Cold Star Technologies website: https://www.coldstartech.comOperational Excellence Society website: https://www.opexsociety.orgAbout Jason Kanigan: https://jasonkanigan.com

Individual portfolio management Google Sheet-ல எப்படி செய்வது, Stock Split & Bonus இரண்டும் வெவ்வேறா போன்ற பல விஷயங்களை இந்த வீடியோவில் பேசியிருக்கிறார் வ.நாகப்பன்.

Don't worry folks, Unlike the Icelandic volcano 'Eyjafjallajökull', we have not erupted, but we are quite hot and sweaty in the BGC office. Jan is just back from Washington DC where Abraham Lincon and his mates were sweltering in 35-degree heat (95 degrees in old money). Jan was a bit peeved, as his ‘Look and Tell' feature on his Meta Ray Ban glasses is still not working. Oh dear! However, perhaps he might purchase a pair of the new Oakley smart glasses, or as Jan calls them, the new UGLY glasses! (Oakley will not be pleased at being called that – as they're a very proud fashion brand!) Do you plan on spending your hard-earned cash on the limited edition gold Oakleys? Let us know: BlindGuysChat@gmail.com. Mohammed has been slaving over a hot soldering iron and has just released the latest update for JAWS and Fusion. Apparently, you can now have JAWS run off to the cloud when you encounter an unlabelled button in an app, pdf or webpage – it will find the correct label for you. All you do is press the keystroke JAWS key (insert or caps lock), with the letter G, and JAWS will label that button for you. How cool is that?! You can even save these labelled buttons on webpages that you frequently use. Woohoo!! And there's more. When using Vispero's FS Companion you can now get Google help. You can search for shortcuts for Google Docs, Google Sheets etc. But can it find Mo's underpants? (Óran! Don't be bold! -Clodagh) We chat about the emotional rollercoaster that is deciding whether to apply for a new guide dog or not. Please let us know your stories around this. It will help us, and more importantly, other listeners through their decision-making processes. And if you would like to hear Óran talking about writing for the TV series ‘Maddie + Triggs', you can listen to him (link below) on the 'In Touch' podcast produced by the BBC, where he and producer Colm Tobin and lyricist/writer Deena Diamond talk about the show with Peter White. So, strip down to your ugly nethers, take a cold one out of the fridge, and lie back for a listen to the sultry, ice creamly voices of: Blind Guys Chat! 55 out of 65 thunderstorms prefer it to making scary crackly/banging noises! Links for this week's show: BBC In Touch: https://www.bbc.co.uk/sounds/play/m002fjp9 (starts after 8 minutes) Email us at BlindGuysChat@gmail.com Support Blind Guys Chat by contributing to their tip jar: https://tips.pinecast.com/jar/blind-guys-chatRead transcript

Welcome back to another episode of the Heater Dynasty Podcast! This week, host Eric Heater takes fantasy football managers on a tour of the AFC North—one of the most intriguing divisions heading into the 2025 season. From superstar quarterbacks to late-round sleepers, this episode is packed with data-backed fantasy football picks, projections, and insider strategy. Eric also walks listeners through his custom Google Sheets template for player projections, which is available on Patreon, Etsy, and linked across his social media accounts.Download this tool to create your own custom NFL Player Projections and Rankings.Link for Google sheet: https://www.etsy.com/listing/17363727...Link for Website: https://heaterdynasty.com/Link for Patreon: / heaterdynas. .Link for Spotify: https://open.spotify.com/show/7b7Ct8t...

In diesem Webinar teilt Michael Weckerlin erprobte Learnings, wie er ChatGPT eingesetzt hat, um seine Produktivität um bis zu 78% zu steigern und viele Routineaufgaben innovativ zu automatisieren. Entdecke, wie dieses Tool die Art und Weise, wie Du arbeitest, revolutionieren kann – von der Texterstellung bis hin zur Datenanalyse und Programmierung. Erprobte Innovationen: Erfahre, wie Du ChatGPT für Texterstellung, Datenanalyse, Bildgenerierung und Programmierung gewinnbringend einsetzen kannst. Maximiere Deine Effizienz: Sieh, wie Du durch die Automatisierung repetitiver Aufgaben Deine Arbeitsabläufe optimierst und schneller zu besseren Ergebnissen kommst. Michael zeigt Dir, wie Du mit ChatGPT nicht nur Texte effizient erstellst, sondern auch komplexe Datenanalysen automatisierst, um wertvolle Insights zu gewinnen. Lerne, beeindruckende visuelle Inhalte zu generieren, ohne Vorkenntnisse in Design zu haben. Durch die Automatisierung Deiner Arbeitsprozesse sparst Du Zeit und kannst Dich auf die wirklich wichtigen Aufgaben konzentrieren. Zudem wirst Du erfahren, wie Du Scripts für Google Sheets und Excel schreibst, um Dein Reporting noch effizienter zu gestalten. Das wirst Du nach dem Vortrag gelernt haben: Texterstellung: Automatisiere die Erstellung überzeugender Marketingtexte mit ChatGPT. Datenanalyse: Nutze ChatGPT zur Automatisierung komplexer Analysen und gewinne wertvolle Einblicke. Bild- und Videoerstellung: Erzeuge beeindruckende visuelle Inhalte – ganz ohne Vorkenntnisse. Effizienzsteigerung: Optimiere Deine Arbeitsabläufe und spare Zeit. Programmierung: Erstelle Scripts für Google Sheets und Excel, um Deine Prozesse weiter zu automatisieren.

Episode SummaryIn this episode of OnBase, host Chris Moody talks with Angela (Bruns) Herlihy about crafting and scaling an account-based strategy that aligns teams and delivers results. From her early days in gymnastics to leading marketing ops in a public company, Angela shares a compelling story of grit and growth.She walks through the operational realities of building ABM frameworks in resource-constrained environments, redefines what ABM really means across sales and marketing, and explains how to make strategic decisions with imperfect data. Angela's hands-on experience and pragmatic mindset offer a roadmap for anyone navigating the messy middle of ABM adoption.If you're looking to operationalize strategy, influence pipeline, and align GTM teams—this episode delivers both inspiration and actionable advice.Key TakeawaysABM Surfaces Everything: Account-based strategies expose every operational weakness—data silos, unclear accountability, or misaligned teams. But if addressed early, they lead to better GTM alignment and faster deal velocity.Reframe ABM as a Strategy: ABM isn't a campaign or a tech tool—it's a company-wide approach to relationship building. Angie's team embraced a tiered model (1:1, 1:few, 1:many) and shifted toward lifecycle-based engagement.Get Scrappy with Data: With limited resources, Angela built centralized dashboards using Google Sheets and manual inputs—creating a shared source of truth across sales and marketing.Co-Ownership with Sales: Alignment means co-creating everything from account selection to success metrics. Dashboards, engagement trackers, and real-time sales alerts made collaboration a practice, not a one-time effort.Lead with Progress, Not Just Revenue: Revenue is a lagging indicator. Angela focuses on buying group engagement, deal progression, and pipeline influence to maintain momentum and build trust.ABM ≠ Just Marketing: Angela avoids jargon and explains ABM through real-world examples that resonate with sales, leadership, and marketing alike. Her redefinition of ABM makes it feel like a growth strategy for the entire business.Quotes“ABM doesn't just require operational alignment—it forces it.”Best moments 00:30 – From South Dakota gymnast to GTM leader: Angie's journey.04:00 – How ABM surfaces internal misalignments and drives cross-functional clarity.07:00 – Evolving ABM from campaign-based to lifecycle-based strategy.08:40 – Scrappy ABM: Centralizing fragmented data without overhauling tech.11:00 – Aligning marketing and sales through shared metrics and processes.13:30 – Redefining ABM and earning internal buy-in with relatable use cases.15:30 – Balancing speed with long-term data discipline.Tech recommendationsPerplexityClaudeHubSpot (for its rapid evolution and product breadth)Resource recommendationsPodcasts:Talking Shop by Kelly Hopping – GTM alignment and real-world marketing challengesProf G Pod by Scott Galloway – Sharp insights on business, tech, and leadershipNewsletter:Marketoonist by Tom Fishburne – Humorous yet insightful takes on marketing absurditiesAbout the guestAngela (Bruns) Herlihy is a seasoned B2B marketing leader with a rare blend of technical expertise and strategic insight. Currently at DoubleVerify, Angela has built and scaled a full-stack marketing operations function covering everything from campaign management and analytics to website strategy and ABM.Her career spans roles in market research, database marketing, and marketing operations at companies including Gartner Digital Markets and LaserSpine Institute. Angela's work has influenced demand gen, reviewer acquisition, and full-funnel ABM strategy. She's known for her ability to scale marketing functions from scratch, align cross-functional teams, and drive operational efficiency with measurable impact.Angela brings a unique mix of grit, precision, and vision to her work—skills rooted in her background as a competitive gymnast.Connect with Angie.

Feeling scattered every time you open your Google Drive? In this episode, I chat with organizing expert Tracy Hoth about how to become an organized CEO—starting with your digital files. Tracy is a 17-year veteran professional organizer and host of the Organized Coach podcast. She breaks down her simple framework for organizing your business so you can save time, reduce stress, and finally feel in control of your backend systems. If you've ever said “I don't even know where to start,” this episode is your step-by-step guide. Today you'll hear:Tracy's 5 essential file folders every digital business needs (and how to use them!)Her “SPASM” framework for organizing anything—from your files to your calendar to your thoughtsThe ROI of getting organized, from saving time to increasing your confidence and clarityTips for maintaining an organized inbox, creating Google Sheet dashboards, and using simple systems you'll actually stick withHow to treat organizing like a project (and get it done without burning out) CONNECT WITH KIM:Website: https://simplysquaredaway.com/Instagram: @tracyhothLinkedIn: @tracyhothFREE Download: The Only 5 Digital Files You'll Ever Need to Run a Smooth (and Profitable) Coaching Business - https://simplysquaredaway.com/5files  

Today I'm speaking with Miquel Palet, Founder of GetInvoice Miquel Palet is a Barcelona-based entrepreneur and product leader, known for founding Ucademy, an edtech platform, and GetInvoice, a tool for automating invoice retrieval from emails and other sources. With a background in engineering from Universitat Politècnica de Catalunya, Miquel combines technical expertise with a passion for simplifying business processes. His ventures reflect a commitment to innovation and user-centric solutions. GetInvoice is an AI-driven invoice automation software that automatically retrieves and processes invoices and receipts from emails and web portals, including Amazon and Google Ads. We extract all invoice data and integrate with accounting tools like QuickBooks, Xero or Business Central, and other tools like Google Drive or Google Sheet, to automatically forward all processed invoices. GetInvoice is already used by more than +1,000 freelancers, startups, and small businesses around the world that are looking to automate their pre-accounting work and save +10 hours every week. In this episode, we talk about . . . Guest: Miquel Palet, founder of Get Invoice and co-founder of Ukademy Background: Engineering and entrepreneurship from Barcelona Get Invoice: AI-driven software automating invoice retrieval from emails and portals like Amazon & Google Integrations: Works with Xero, QuickBooks, Business Central, Google Drive & Sheets Origin Story: Born out of a pain point at Ukademy while scaling fast Market Focus: Small businesses (10–200 people) in Europe and the US Milestone: Bootstrapped growth reaching and surpassing $10K ARR within 6 months Security: Uses secure Google/Outlook APIs with strict access limitations Growth Strategy: Lean, product-focused, and quick iteration Fun Fact: Inspired by Spotify Wrapped to create an email analytics campaign Language: Currently English-only despite Spanish roots Reading: Balances business books with classical literature like The Iliad   Contact details:   Get Invoice https://www.get-invoice.com  Miquel Palet https://linkedin.com/in/miquelpalet  Miquel Pale https://x.com/paletmiki  Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU   

What if you could design your entire life around freedom and flexibility? That's exactly what Kayla Ihrig did when she bought a one-way ticket to Mexico in 2017, launching herself into the world of digital nomadism. This journey ultimately led to an unexpected book deal, "How to Be a Digital Nomad," and a thriving freelance career.In this conversation, Kayla shares the truth about the digital nomad lifestyle beyond the Instagram highlights. While beautiful destinations like Croatia and Guatemala feature in her story, she discusses the challenges that rarely make it onto social media: loneliness, financial instability, and the mental toll of constant movement."It can be bad for your mental health," she admits, describing the delicate balancing act nomads face between enjoying their surroundings and maintaining professional commitments.Key Topics CoveredThe Reality Behind the Instagram LifeThe mental health challenges of constant movementFinancial instability and uncertaintyDealing with loneliness on the roadFrom Content Creator to Published AuthorHow daily LinkedIn posts led to a book dealBuilding an authentic audience through real experiencesThe power of consistent, genuine content creationMarketing in the Digital AgeWhy podcast appearances trump social media for book promotionBuilding genuine connections through conversationLeveraging digital platforms for unprecedented opportunitiesMaking Nomadism SustainableOrganization strategies (Google Sheets for everything!)Establishing routines and family check-insFinding community through coworking spacesThe freedom to be present for life's crucial momentsResourcesVisit writingfromnowhere.com to learn more about Kayla's journey and discover resources for your own adventure in reimagining work and life.Have a comment? Text me!Support the show****************************************************************************➡️ P.S.:

Send us a textIn this episode, Jeremy unveils two powerful tools Sports Marketing Machine is currently beta-testing — both born from real challenges teams are facing.➡️ Fan Feedback Tool: Surveys are great... until they become static, siloed, and unusable. Jeremy breaks down how their new Dynamic Survey Dashboard goes beyond SurveyMonkey and Google Forms by segmenting responses by fan type, age, zip code, and behavior — giving marketing teams actionable insights instead of generic feedback.➡️ Sponsorship Management Tool: Tired of managing partnerships with 10 different spreadsheets? Jeremy introduces an all-in-one Sponsorship Dashboard that organizes contracts, asset tracking, proof-of-performance photos, tasks, and more — eliminating chaos and enabling teams to deliver partner ROI with confidence.Whether you're a marketer drowning in data or a partnership director juggling Google Sheets, this episode shows there's a better way.

I always say to use what you'll actually use. For Famous Ashley Grant, that's Google Workspace. And today, she's telling us all about how she uses it to manage literally everything in her life – from client work to meal planning.Ashley's story hit home for me. Before implementing her system, she was constantly working too many hours, missing deadlines, and snapping at loved ones over simple questions like "what's for dinner?" Now she has a full system inside Google Sheets – and you're going to learn exactly how it works. Want access to my database of 40+ automations and AI prompts for free? Get it here: https://casabona.org/streamlined Top TakeawaysHaving a central system for capturing tasks, ideas, and deadlines frees up mental space and reduces stress - Ashley calls her client work "quests" and "quest givers" to make tracking work more funTreating yourself as a "client" in your productivity system ensures your personal projects actually get completedQuick capture is essential - immediately add things to your system when you think of them or receive them (like license renewal notices)Check out my other shows at https://network.streamlined.fm Show NotesFamous Ashley GrantFamous Ashley on InstagramFamous Ashley on FacebookFamous Ashley on XFamous Ashley on LinkedIn ★ Support this podcast ★

The Rush for Early CertificationIn Episode 79 of the Insurance Business Babes podcast, hosts Joanna Wyckoff and Kathe Kline emphasize a time-sensitive issue for agents: annual certification season is here, and this year, it's more important than ever to get it done early. With sweeping industry changes, particularly around MAPDs, and PDPs, waiting until the last minute could seriously jeopardize your business. Delays in certification reporting can easily make agents “not ready to sell” when the season kicks off, resulting in missed opportunities and unhappy clients. As Kathe puts it: “You cannot wait this year, folks. There are so many changes.”Smart Strategies for Getting It DoneProcrastination is the enemy. Joanna recommends blocking certification time into your calendar now—before life inevitably intervenes. Whether it's illness, a family emergency, or a tech blackout, leaving certifications to the last minute is risky. Schedule recurring blocks, tackle certifications carrier by carrier, and consider a Google Sheet to keep track of your progress. For those juggling multistate contracts, breaking it into manageable pieces is a lifesaver. And don't forget to use this opportunity to update all your carrier contact information.Organizing for Sanity: Tech & Email HacksOverwhelmed by the flood of carrier emails and events? Joanna suggests setting up a dedicated carrier-only email account to keep critical messages visible while filtering out the noise. The duo also discuss leveraging AI and tools like Fixer.AI to sort, filter, and even auto-respond to routine communications—though no tool is perfect, and human oversight remains essential.Weatherproof Your BusinessLife happens: tornadoes, internet outages, demanding clients, or simple burnout. Both hosts remind agents to plan for the unexpected, leaving margin in your schedule so last-minute problems don't snowball into missed deadlines. Embrace automation, use online booking links for client appointments, and practice with new technology before AEP so you aren't scrambling during the busiest time of the year.Final Thoughts: Adapt and ThriveThe insurance landscape is shifting dramatically, with premium increases and commission changes on the horizon. Now is the time to diversify product offerings, sharpen your workflow, and cement your status as a trusted advisor. As Joanna says: “Work smarter, not harder.” Get those certifications done early, stay organized, and set your business up for success in this challenging new environment.This episode is sponsored by ⁠CertifiedMedicareAgents.com⁠. Use the coupon code BABES2024 for a free lifetime BRONZE membership.

Snag Our Simplified Budget System!In this feel-good episode, we're joined by the fabulous Amanda—a fellow budget bestie who went from feeling stuck and paycheck-to-paycheck despite earning more than ever to building a system that brings her peace, control, and yes… a travel fund just for Disney trips.

In this no-BS, episode of The Extreme Personal Finance Show, Chris sits down with librarian, musician, and metalhead financial rebel Jessie May—author of Money Hacks for Metalheads and Old Millennials. From DIY gig life to decoding Roth IRAs and the broken promises of the American Dream, Jessie shreds through the noise to deliver practical, empowering money advice for those who feel like the system's working against them.What You'll Learn:Why investing felt intimidating—and how Jessie took control anywayHow bartering your skills can build wealth and band momentumWhat the new American Dream might look like todayWhy childcare, housing, and healthcare are crushing the middle classSmart tips for budgeting, saving, and keeping your freedomJessie's approach to low-cost investing (hello, VTI and S&P 500)The truth about systemic inequality, and financial literacy gapsWhy tracking expenses and using Google Sheets still slaysContact Chris:https://heavymetal.moneyhttps://www.facebook.com/MoneyHeavyMetalhttps://x.com/MoneyHeavyMetalhttps://www.instagram.com/chrislugerhttps://www.tiktok.com/@heavymetalmoneyemail: chris at heavymetal.moneyResources and Links:Money Hacks for Metalheads and Old Millennials: The Revised and Expanded Second Editionby Jessie May https://amzn.to/406ZC7GJessie's IG@jessiemayonthewebJessie's Substackhttps://jessiemay.substack.comOwl Makerhttps://www.youtube.com/@owlmakerSimple Path to Wealth: Your road map to financial independence and a rich, free lifeby J L Collins https://amzn.to/45u7ofEAmy Tung Barrysmith from Year of the Cobrahttps://www.facebook.com/amy.tung.barrysmith/Turkey Vulturehttps://turkeyvulture.bandcamp.com/album/dead-to-mehttps://www.youtube.com/@turkeyvulturebandJessie Mayhttps://jessiemay.bandcamp.com/album/this-dreamSubscribe to the podcast and leave us a 5-star review if you're ready to fight back against the financial system—with guitars, spreadsheets, and unapologetic energy.

It's an Automation AMA! From scheduling social media content to making kids' lunches (yes, really), fellow solopreneurs shared their biggest time-wasters. I ended up creating custom automation solutions for everything from podcast guest research to email management.Special thanks to Kit for letting me record in their Studios! I highly recommend them for email and newsletters!Get my free automations database at **https://streamlined.fm/automation** (powered by Kit, natch)Top TakeawaysSocial media scheduling can be mostly automated using a this kind of workflow: keep video details in Notion or Google Sheets, trigger Zapier when updated, and automatically schedule posts through Buffer or similar tools.Email overwhelm has multiple solutions including using Sanebox and Todoist for organization, plus Zapier watching for specific emails by subject or sender to automatically process them with custom workflows.Podcast guest research becomes manageable with tools like PodMatch for automated guest suggestions, intake forms for self-selection, and Google Alerts or PodScan to identify experts in your niche.AI transcription and summarization saves hours on client calls by automatically processing Zoom transcripts through ChatGPT with custom prompts for different call types (discovery, coaching, etc.).YouTube chapter creation gets easier when you use tools like Ecamm Live's marker button during recording, then search edited transcripts for your noted timestamps instead of relying on AI timing.The "one platform, do it well" approach beats spreading yourself thin across all social media—pick LinkedIn or another single platform and focus your automation efforts there.Show NotesSee the entire conversation hereHow I Keep my Email at Inbox ZeroAutomate Email Management with SaneBoxMy Brown M&M for Podcast Guest PitchingGrowth in Reverse PodcastPodMatchSanebox - Email filtering serviceTodoist - Task managementBuffer - Social media schedulingZapier - Automation platformNotion - All-in-one workspaceEcamm Live - Live streaming softwarepodscan.fm ★ Support this podcast ★

Bears hibernate for the winter, sometimes podcasts hibernate for the spring. What'd we miss? This week: escape room Google Sheets, demo day for real this time, and a quick check in with everyone's favorite increasingly problematically monopolistic fruit company.

Running a small nonprofit often means juggling strategy, people, programs, and inbox chaos, all while making what feels like a million decisions a day. If you've ever felt stuck between leading and just trying to keep up, this episode is for you. In this candid and insightful conversation, Maria chats with returning guest Veronica LaFemina about one of the most overlooked pain points in nonprofit life: how decisions are made, delegated, and communicated. From messy inboxes to that nagging feeling of "did I already assign this?"- Veronica offers both clarity and real tools to help leaders make better decisions, faster. 

  In this episode of #Trending, hosted by Dr. Hamma sitting in for Jim Love, we explore the longest ChatGPT outage ever, which lasted over 12 hours and exposed our growing dependency on AI. We also discuss Wikipedia's paused AI summary experiment due to negative feedback from editors, and the growing privacy concerns as nearly 15% of 23andMe customers request data deletion amidst the company's bankruptcy sale. Finally, we cover Google's new Gemini feature for Google Sheets, which promises to simplify the creation and editing of spreadsheet charts, addressing a common productivity pain point. 00:00 Introduction and Headlines 00:34 ChatGPT Outage: A Wake-Up Call 03:32 Wikipedia's AI Summary Experiment Halted 06:15 23andMe Bankruptcy and Data Privacy Concerns 09:16 Google's Gemini Revolutionizes Spreadsheet Charts 11:46 Conclusion and Sign-Off

How do you grow a high-margin recruitment business without hiring a big team—or chasing every lead? And what happens when you go all-in on yourself, right before a global pandemic? In this episode, I'm joined by Jordana Matsos, founder of Higher Equity, who shares how she launched a solo sales recruitment agency with no prior agency experience—and grew it into a $500K+ business by being radically transparent, highly organized, and boldly direct. We discuss why blunt messaging often works better than polished sales talk, how Jordana systematized her entire operation to run lean, and the lessons she learned after scaling too quickly. She also shares how she created an online academy for job seekers, turning inbound candidate traffic into an additional revenue stream. Episode Highlights: [03:43] From sales leader to recruiter: Jordana's career pivot [11:16] Building the business: pricing, tools, and tech stack [14:28] Leveraging video and short-form content to attract talent [21:58] What went wrong when she scaled too fast [28:45] Creating the HireQuity Academy to serve job seekers [40:46] SOPs and templates that saved time and ensured consistency [45:48] Business development: blunt pitches, smart triggers, and warm referrals [58:30] Why transparency builds trust with both clients and candidates Blunt Messaging That Converts Jordana's “blunt honesty” approach is one of her biggest differentiators. She shares full job details upfront—company name, comp, and expectations—which earns her 55–70% candidate response rates. For clients, her pitch deck goes out in the first message, including fee structure and recent placements, eliminating unnecessary back-and-forth and building immediate trust. Systematizing Solo Success Coming from a corporate sales background, Jordana knew she had to create repeatable, efficient processes. She templatized everything—from client onboarding to follow-ups and outreach. Tools like Google Sheets, Taplio, Otter.ai, and Aspect helped her automate and scale as a solo operator. Lessons from Scaling Too Fast After a strong first year billing nearly $300K solo, Jordana hired a full-time recruiter, BD rep, and sourcer. But expenses skyrocketed, margins plummeted to 20%, and client relationships suffered. She course-corrected by downsizing, letting go of low-margin clients, and doubling down on her niche—bringing her gross margins back to 60%+. Creating a Revenue Stream with Purpose Unable to serve every candidate personally, Jordana built the HireQuity Academy—an online course that gives job seekers an inside look at how recruiters think. With templates, interview prep, and real-world advice, it helps candidates stand out—and gives Jordana an additional income stream without trading time for money. About Jordana Matsos Jordana spent 15 years leading sales teams before founding Higher Equity in 2021. She now helps companies hire high-performing sales talent while running the HireQuity Academy to support job seekers. Tools & Resources Mentioned: Taplio | Otter.ai | Aspect | Cliff AI – now part of Quantive. Connect with Jordana: LinkedIn | Instagram | YouTube | HireQuity Academy | HireQuity Recruitment Connect with Mark Whitby: Free 30-Minute Strategy Call | LinkedIn | Instagram | Facebook Subscribe to The Resilient Recruiter and leave a review if you found value in this episode!

Are you struggling to stay on top of your podcast guest appearances? Without a system, opportunities fall through the cracks, deadlines get missed, and follow-ups become overwhelming. In this episode, Candy Messer shares a simple but powerful way to track every step of the guesting process, from applications and scheduling to interviews and promotions. Get ready to streamline your workflow, stay organized, and make podcast hosts want to invite you back!MORE FROM THIS EPISODE: HTTPS://PODMATCH.COM/EP/335Chapters00:00 Introduction to Podcast Guest Management01:26 Project Management Systems for Podcasting06:00 Using Spreadsheets for Tracking Podcast Appearances08:47 Creating a Marketing Calendar for Promotions11:39 Conclusion and Key TakeawaysTakeawaysWithout a system, managing podcast appearances can feel overwhelming.A project management system helps track progress effectively.Using a checklist style is ideal for those who love organization.The Kanban board style is great for visual learners.Google Sheets can be a simple alternative for tracking.Color coding tasks can provide a quick visual reference.A marketing calendar is essential for planning promotions.Plan your promotions around your content schedule.Tagging hosts in promotions helps increase visibility.Finding the right system is key to managing podcast appearances.MORE FROM THIS EPISODE: HTTPS://PODMATCH.COM/EP/335

Samantha Rose is the founder of Endless Commerce, a commerce enablement platform designed to help multi-channel consumer brands scale more efficiently through better infrastructure. A multi-exit founder and investor, Samantha brings deep operational experience across design, technology, and logistics to build systems that support sustainable, scalable growth.Before launching Endless Commerce, Samantha built and exited several consumer ventures, including GIR, an acclaimed kitchenware brand acquired in 2021, and Mvnifest, a full-stack operations and 3PL partner acquired in 2024. Alongside running Endless Commerce, she leads Hologram Capital, where she specializes in turning around distressed consumer brands with strong fundamentals but structural challenges.Whether rebuilding underperforming brands or designing the tech stack she wished existed, Samantha focuses on enabling commerce teams to grow beyond DTC into wholesale, retail, and omnichannel with confidence. She offers a playbook for founders who want to scale without losing operational grip, and a framework for tech partners who want to plug into brands at pivotal moments of inflection.In This Conversation We Discuss:[00:42] Intro[00:59] Building software from firsthand founder struggle[01:45] Solving problems with curiosity and play[03:13] Validating ideas with zero market research[06:42] Executing better instead of chasing new ideas[07:45] Turning demand into a real business plan[09:26] Developing software to solve real-life habits[10:24] Electric Eye, Social Snowball, Portless, Reach & Zamp[16:46] Differentiating in a commodity-driven market[17:23] Building with no modern Ecommerce tools[19:11] Navigating growth without today's tech stack[19:45] Going omnichannel to build retail resilience[23:31] Boosting perceived value with smart bundles[24:12] Shifting from operator to tech builder post-exit[25:31] Reinvesting in brands that need a second life[27:30] Building features from real-world friction[29:28] Avoiding early over-specialization in teams[33:47] Explaining the rebundling era of commerce stacksResources:Subscribe to Honest Ecommerce on YoutubeModular, AI-powered commerceOS endlesscommerce.com/Follow Samantha Rose samantharose.co/  Schedule an intro call with one of our experts electriceye.io/connectDrive revenue through affiliates & referrals socialsnowball.io/honestRevolutionize your inventory and fulfillment process portless.com/Level up your global sales withreach.com/honest  Fully managed sales tax solution for Ecommerce brands zamp.com/honestIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

In this episode of the Product Team Success podcast, I explore how AI-agentic workflows are transforming product operations teams, saving product managers 5-6 hours per week while delivering deeper strategic insights than ever before. Episode Highlights: After fifteen years leading product teams at Amazon, Just Eat and beyond, I've discovered that the difference between overwhelmed and empowered teams often comes down to one thing: how effectively they can harness agentic AI. Five exceptional product operations leaders share their practical implementations: Graham Reed: Holistic AI Systems Moving beyond point solutions to create integrated AI workflowsThe challenge of multiple disconnected AI tools in the product lifecycleWhy organizations need solutions that tie together the entire product development process Tommy Oakes: AI as the Ultimate Copilot Why we're in the "late early adopter" phase of AI implementationThe importance of keeping AI in the "passenger seat" - enhancing rather than replacing PMsHow AI enables product professionals to focus on high-impact complex problems Lucy Pinticus Rothwell: Revolutionizing Customer Feedback Analysis Implementing an LLM chatbot that analyzes Zendesk support ticketsTransforming hours of manual analysis into minutes of AI-powered insightsThe importance of leading with customer needs, not pursuing "AI for AI's sake" Joe Alim: AI-Powered Competitive Intelligence Using Perplexity for enhanced market researchHow AI dramatically expanded what one person can accomplish in competitive analysisThe surprising results when comparing AI deep research against manual competitive analysis Javier Garcia-Azorriz: Standardizing Feature Requests Creating an automated workflow using Zapier, Google Sheets and ChatGPTStandardizing feature requests for easier digestion at scaleHow automation transformed quarterly planning sessions The Future of Product Operations The future isn't about managing more tools—it's about creating cohesive AI systems where machines handle routine analysis while humans focus on strategic decisions. Whether automating feedback analysis, streamlining competitive research, or generating holistic product insights, agentic AI is transforming how product teams operate. About This Episode This episode is brought to you by Productboard, the leading product management platform trusted by customer-centric organizations like Zoom, Salesforce, and Autodesk. For over a decade, Productboard has helped product leaders build the right products faster by mastering the voice of their customer.

If you're serious about building a high-trust, high-retention culture, personalization matters. But how do you scale those handwritten notes, thoughtful gifts, and one-on-one moments without burning yourself—or your team—out? In this episode of Recruiting Conversations, I walk through a step-by-step framework to institutionalize care inside your culture. I'll show you how to move from random acts of kindness to intentional rhythms of significance that don't just look good—they build loyalty and attract better talent. Episode Breakdown [00:00] Introduction – The leadership challenge: how to personalize value adds without burning out. [01:00] Personalization vs. Automation – Why automated systems can't replace intentional human touchpoints. [01:30] Step 1: Shift the Mindset – From occasional gestures to systemized care moments. [02:00] Step 2: Create a Shared Playbook – Give your team a menu of high-touch actions to draw from: Handwritten notes Milestone cards Book gifts Welcome kits Video shoutouts [03:00] Step 3: Assign Ownership – Build a “care team” and give them freedom, budget, and responsibility to lead the rhythm. [03:30] Step 4: Tie It to Culture – Reinforce your values through the touchpoints. Show people what “living the mission” looks like. [04:30] Step 5: Track It – Use a Google Sheet, Trello board, or CRM tab to log every gesture, who received it, and why. [05:30] Final Shift – You're not scaling volume. You're scaling intentionality—doing the right thing for the right people at the right time. [06:00] Final Challenge – Define your five core touchpoints. Then pick one way to systematize them this week. Key Takeaways Systemize the Heartbeat – Make personalized leadership part of your culture's rhythm, not an afterthought. Give the Team a Menu – Most people want to care—they just need ideas and structure. Build a Culture of Care – Highlight moments that align with your values. Make it part of the identity. Track It to Scale It – Thoughtful doesn't mean chaotic. Structure creates sustainability. Lead with Intentionality – You don't need more volume. You need more moments that actually matter. In a world full of automation and shortcuts, the leaders who lead with care always stand out—and they build teams that last. Want help creating a high-touch leadership rhythm inside your team? Subscribe to my weekly email at 4crecruiting.com or book a session at bookrichardnow.com. Let's scale your leadership without losing your personal touch.

Turn the “summer slump” into a season of strategic wins! In this episode of SoTellUs Time, Trevor Howard and Troy Howard share two powerhouse strategies—High-ROI Projects with Clear Timelines and Intentional Break Techniques—that will help you maximize productivity, recharge your team, and set the stage for a blockbuster Q4. Whether you're a solopreneur, small business owner, or leading a larger organization, these actionable tactics will keep you ahead of the curve all summer long.

Thank you for tuning in to Episode 298 of the Down Cellar Studio Podcast. Full show notes with photos can be found on my website. This week's segments included:   On the Needles, Hook or Bobbins From the Armchair Crafty Adventures Knitting in Passing In my Travels KAL News Events On a Happy Note Quote of the Week   Thank you to this episode's sponsors: Stitched by Jessalu. Find Stitched by Jessalu at the Central New York Fiber Festival June 7 & 8 10:00am – 4:00pm at the Herkimer County Fairgrounds in Frankfort, NY. Go find Jess and her beautiful bags there!   On the Needles, Hook or Bobbins   Granny square top Yarn: MC- Cloudbourn Fibers Wool Fingering Twist in Natural (1 skeins), Advent Mini Skeins from Legacy Fiber Artz (Steel Toes Base) & Fibernymph Dye Works (Bounce Base)- both from 2024. Hook: D (3.25 mm) Pattern: none Ravelry Project Page 3 round granny squares: Round 1= more tonal color, Round 2= speckled, Round 3= natural Yarn organization: I put 2 sets of colors in each mostly clear zippered pouch from my Yarnable Subscription kits. It keeps the yarn from the mini skeins from getting tangled. Memorial Day weekend I spent Saturday and Sunday mornings quietly working away at the dining room table on this project. Check out this Instagram reel which highlights the project so far. 13 squares around and 4 rows high for the body. I added SC to trim around all of the edges. Around the bottom, I added a round of SC and a round of HDC. I am playing around with idea of bobbles or puff stitch but want to try on before I decide.   Same as It Ever Was Hat Pattern: Same as It Ever Was by Sarah Jordan ($6 knitting pattern available on Ravelry) Yarn: Hypnotic Yarn Plush Sock (Yarnable Box January 2025) in the Intergalactic colorway Needles: US 2 (2.75 mm) Ravelry Project Page About the yarn: aqua, gray and purple. After switching to the new Knit Picks US 2 needle with a 47 inch cord, I flew through most of this hat!     Let's Get Basted Socks Yarn: Hypnotic Yarn Plush Sock in the Let's Get Basted Colorway (Yarnable November 2024 colorway) Pattern: OMG Heel Socks by Megan Williams ($5 knitting pattern available on Ravelry) Needles: US 1.5 (2.5 mm) Ravelry Project Page About the colorway- cream with gray, purple, tan/brown and small blips or orange. Spiral pooling. Progress: both socks are nearly ready for the toes.   Adrift on an Inland Sea Socks Yarn: Woolens & Nosh SW Targhee Sock in the Adrift on an Inland Sea Socks colorway Pattern: OMG Heel Socks by Megan Williams ($5 knitting pattern available on Ravelry) Needles: US 1.5 (2.5 mm) Ravelry Project Page Progress: first sock finished. Second sock- a few inches into the leg (after the cuff)   Boss A$$ B|tc# Socks Yarn: Woolens & Nosh Superwash Targhee Fingering in the Boss A$$ B|tc# Colorway (purposely not spelled out here, though it is on the label) Pattern: OMG Heel Socks by Megan Williams ($5 knitting pattern available on Ravelry) Needles: US 1.5 (2.5 mm) Ravelry Project Page 90g of yarn to start About the Yarn: Self striping with yellow, tan, peach, pink, light aqua, teal & navy Progress:  long leg and heel done on sock #1.   Ebb & Flow Socks Yarn: Woolens & Nosh SW Targhee Sock in the Ebb & Flow colorway Pattern: OMG Heel Socks by Megan Williams ($5 knitting pattern available on Ravelry) Needles: US 1.5 (2.5 mm) Ravelry Project Page Progress: nearly finished second sock. Ready for toe   David... Fold in the cheese socks #2 Yarn: Legacy Fiber Artz in the David...Fold in the cheese!!!! colorway (with cream/gray mini skein) Pattern: OMG Heel Socks by Megan Williams ($5 knitting pattern available on Ravelry) Needles: US 1.5 (2.5 mm) Ravelry Project Page About the yarn- cream, pink and blue to match rose apron David wears in this episode of Schitt's Creek. Progress: started toe of first sock   Felici Granny Stripe Blanket Yarn: Knit Picks Felici in Colorways: Punky, Whatits Galore (50g), Space Disco, Carrot Cake, Base Jump, Game Over, Secret Garden, Fiesta Pattern: Granny Stripe by Attic 24 Hook: I (5.5 mm) Ravelry Project Page 7 colorways with 100g, 1 with 50g. I have another 50g skein I could add in (more of a pain because you have to wind off half). I am matching up stripes so they end at same time or as close as possible. Changing colors typically after 4 rows-  unless its a colorway that goes back and forth with the same colors- like carrot cake. Foundation half-double crochet 101. 1 row of dc (probably could have skipped). Size: 36" wide. Was 16 inches. Now 28   Four Leaf Clover Granny Square Blanket   Pattern: Four Leaf Clover Granny Square by by Apinya Roszko Hook: H (5.0 mm) Yarn: Knit Picks Brava 500 in colorway Mint & Loops and Threads Impeccable in Colorway 01808 Originally tried center in Brava colorway- Hunter. TOO DARK. Clever simple clover pattern in just 2 rounds. Center square (in darker green)- 4g. Three rounds on outside of clover (in mint)- 12g Size:  6 inch square. Planning 5x7 blanket (30x42”) before border. Modification- the pattern calls for attaching new yarn (at the end of the square) to make the stem for the clover. I just chain to get to the center, make the stem and cut the yarn. I find it easy to crochet the granny square around it in Mint. No issues and one less end to weave in. I am joining squares as I go. I used this YouTube tutorial to remind me how to do this. Progress: more than a dozen shamrocks made. I've crocheted and seamed 7 full squares.   From the Armchair   Podcast- Cramped Created & hosted by Kate Helen Downey. 9 episodes. I've listened to 4 or 5 so far. I heard Kate talking about this project on the Culture Study Podcast: Everything We Don't Talk About When We Talk About Periods. If nothing tune in for the theme song! Its incredible.   Book: All the Beauty in the World: The Metropolitan Museum of Art and Me by Patrick Bringley.  Amazon Affiliate Link.   Musical:  The Light in the Piazza at The Huntington Theater in Boston Want to see it? Use promo code TELLAFRIEND25 for 25% off tickets toThe Light in the Piazza.   Note: Some links are listed as Amazon Affiliate Links. If you click those, please know that I am an Amazon Associate and I earn money from qualifying purchases   Crafty Adventures Tune in to hear about the graduation photo book I made for Eme.   Knitting in Passing A nice gentleman said my crochet was beautiful and that he crochets. I showed him my tank top which was nearly done at the time. We went to a grad party for my SIL and a friend of hers remembered me from Zach's birthday. She wants to crochet. We reconnected with some of Dan's cousins at a wake this week. His cousin Melissa and I often talk books, so that was fun but she also said she'd like to learn to knit and/or crochet.   In My Travels Eme's graduation! Mount Monument hike. The Foundry: we saw Cantrip SALA boutique at the Foundry We checked out 2 breweries- Big Elm Taproom & Antimony   KAL News   Splash Pad Party Registration is open View Stats and/or Verify Registration here. Check out our Sponsor List Splash Pad Official Rules Enter your FOs using the Summer Celebration Form. Then come over to this Ravelry Thread to share pics and let us ooh and ahh with you! Submit something incorrectly? Need help? Fill out this Support Form & we'll be in touch.   Splash Pad RAVELRY Links Start Here Thread Pro Shop Exclusive Items Thread Coupon Codes Thread Questions Thread   Updates for this Episode: Splash Pad Kick Off- June 1st. Click here for the schedule elisewentwest created a Google Sheets tracker for your Splash Pad Projects for those who like to plan/track outside of our official Summer Celebration Form (though don't forget to do that if you want to get your entries for prizes) Click “File” » “Make a Copy”from there, you can name your own version of the tracker and have an editable version to track your projects! The submission form is linked in the top row. In the Points column, you can select more than one option to help you track how many points/entries you earned for a project. Pattern Bundle Collection of sponsor patterns for you to browse. Thanks, SewRunKnit!   Events Stash Dash hosted by the Knit Girllls- May 29th-August 30th Summer Bingo with the Craft Cook Read Repeat Podcast . Get your Bingo Card on Instagram.   On a Happy Note Seeing Kimberly Akimbo with Megg. I never buy merch, but I bought a mug and I love it! Mammogram- all clear! Reminder: go get yours if you're due. After Eme's graduation, we all finished packing up their townhouse, then met up a brewery and walked next door for a delicious dinner outdoors at a Mexican restaurant- Agave. Antiquing with Dan on Sunday before we went to Cantrip show. I went to play cards with Dan's friends. Dan and I celebrated 21 years together! We went to see Will before Senior Prom. While waiting for him, it was so fun to see all of the outfits! My plants! Seeing real growth, transplanting and seeing things continue to thrive. Celebrating Jenna's Masters Degree My Dad, my cousins and I went to see my youngest cousin Bella in a high school production of Little Women (the musical). She played Amy (1 of the 4 sisters) and she did a phenomenal job. Dad and I got dinner before hand and caught up. Great night! Low key Memorial Day weekend! Lots of lazy morning making time to work on my crochet top. Working with Dan, Jeff, Riley and Dad to open the pool! First cookout on the back deck. Lovely warm-weather walk to Lolita for dinner before seeing The Light in the Piazza. Will's high school graduation   Quote of the Week We are not permitted to choose the frame of our destiny. But what we put into it is ours. -DAG HAMMARSKJOLD   ------   Thank you for tuning in!   Contact Information: Check out the Down Cellar Studio Patreon! Ravelry: BostonJen & Down Cellar Studio Podcast Ravelry Group Instagram: BostonJen1 YouTube: Down Cellar Studio Facebook: https://www.facebook.com/downcellarstudio Sign up for my email newsletter to get the latest on everything happening in the Down Cellar Studio Check out my Down Cellar Studio YouTube Channel Knit Picks Affiliate Link Bookshop Affiliate Link Yarnable Subscription Box Affiliate Link FearLESS Living Fund to benefit the Blind Center of Nevada Music -"Soft Orange Glow" by Josh Woodward. Free download: http://joshwoodward.com/ Note: Some links are listed as Amazon Affiliate Links. If you click those, please know that I am an Amazon Associate and I earn money from qualifying purchases.  

In this episode of the Art Marketing Podcast, we dive deep into the transformative power of AI for artists and creators. Discover how to leverage AI tools to streamline your art business, save time, and enhance your creative process. We share actionable prompts you can steal right now to elevate your marketing efforts and connect with your audience. Join us as we explore the future of AI in the art world and how you can stay ahead of the curve! (00:00) - Introduction to AI in Art Marketing (05:30) - The Future of AI and Its Impact (10:00) - Understanding Large Language Models (LLMs) (15:00) - The Emergence of AI Agents (20:00) - Practical AI Prompts for Artists (25:00) - Encouragement to Experiment with AI (30:00) - Conclusion and Future Outlook Steal These Prompts Below!  Press Release GeneratorWrite a 300-word press release for local media about my solo show opening June 15, AP style, include pull-quotes and boilerplate.” Art CriticAct as an art critic who knows my portfolio (see link). Identify the 3 aesthetic through-lines most visible in my work, then suggest wording for an ‘elevator pitch' and three hashtags I should own. Email MarketingOutline a 4-email onboarding sequence for new collectors focused on story, care instructions, referral incentive, and preview access. Include subject lines & send intervals. Interior DesignScan Pinterest Trends + Google Trends (last 90 days) and tell me which interior-design color palettes are spiking; suggest an art series concept aligned to each. Pretend you're a 35-year-old interior designer in Austin sourcing statement pieces. Draft an email explaining why _my_ [painting/print] series solves their pain points, using no more than 150 words Nurture Collectors Give me a DM template + five short interview questions to send past buyers so they'll film phone-friendly testimonial clips. Include polite opt-out language. Publicist “You are an art publicist. Draft a personalized pitch email + one-page PDF outline to approach **``** about representing my **``**. Emphasize recent sales figures, press mentions, and how my price tiers fit their collector profile.” Limited Editions “I want to release a new 24 × 36 in. print at the $750 tier. Assume my audience size is **``**, average open rate **``**, conversion **`%`**, and each buyer buys one. What edition size maximizes revenue while maintaining scarcity? Show your math and give a drop schedule (teaser, early-bird, public).” Pricing “You are a pricing strategist for fine-art e-commerce. Build a price ladder for my three tiers: $0-$100 (merch/small prints), $100-$1,000 (books + limited-edition prints), $1,000+ (originals / large LEs). For each tier list: (a) 3 product concepts, (b) perceived value boosters (e.g., COA, artist note), (c) psychological price points to test, (d) recommended gross margin %.” Comissions “Act as an operations manager. I can complete **``** commission pieces per month at **``** hours each. My hourly cost (all-in) is **``**. Build a Google Sheet structure that tells me: (1) break-even price per commission, (2) how many monthly commissions I need to hit a **``** goal, and (3) warns when I'm over capacity.”" ArtHelper Instagram account https://www.instagram.com/arthelperai/   Keep up with the latest https://linktr.ee/artmarketingpodcast Signup for a free account on ArtHelper and use my jazzy coupon code which is POD.  This will give you a free month of the Pro plan that has all the bells and whistles: https://www.arthelper.ai/

In episode 698, Eloise Jennes talks about how what felt like a massive failure on Instagram actually became the catalyst for clarity, growth, and deep alignment in her food blogging business. Elo is a plant-based food blogger, meal prep expert, and founder of Cooking With Elo, where she helps stressed-out professionals, overwhelmed parents, and health-conscious students make healthy plant-based eating way more doable and way less chaotic. With her Master's in food innovation and obsessive love for systems, checklists, and pantry organization, Elo helps you feel confident in the kitchen, even with tofu, tempeh, and beans on the menu. So if you've ever wished someone would just tell you what to cook, how to prep it, and when to eat it—she's your girl. In this episode, you'll learn how to reframe failure as a learning opportunity to refine your niche, improve your blog and discover a clear business path rooted in passion and purpose. Key points discussed include: - Failure isn't failure—it's unmet expectations: Eloise shares how she redefined her Instagram experiment as a learning opportunity, not a flop. - Hard work can still feel fruitless—until it pays off: Posting 100 blog posts and 100 Instagram reels in 100 days didn't go viral, but it laid a strong foundation for her business. - Systems matter: Eloise used Google Sheets smart chips and her love of organization to manage content creation efficiently. - Clarity comes from action: Pushing through the challenge helped Eloise realize her true niche had been there all along—plant-based meal prep. - You gain confidence through repetition: Creating content daily improved her storytelling, video editing, voiceovers, and technical workflow. - Burnout is real—listen to your body: She worked 14-15 hours a day, 7 days a week, and ended up with stress-induced gastritis, teaching her to build in sustainability. - Trust the process: Eloise held onto the belief that everything was leading somewhere, and it eventually unlocked new products, programs, and media opportunities. - Teaching is mastery: Shifting from “storyteller” to “teacher” allowed Eloise to embrace her strengths and lead her audience more effectively. If You Loved This Episode… You'll love Episode 668: The Growth Mindset Shift – How Failure Leads to Success with Donnie Lygonis Connect with Eloïse Jennes Website | Instagram

I'll be honest—I don't officially do web development anymore. But when a nonprofit asked for help, I thought I could knock out a simple WordPress portal in 25 hours using no-code tools like Zapier and Advanced Custom Fields. Boy, was I wrong.What started as a straightforward project quickly turned into a nightmare of under-scoping and tool limitations I never saw coming. Zapier didn't work with WordPress custom post types the way I expected. Advanced Custom Fields still requires custom coding for Gutenberg blocks after seven years. Google Sheets automation had quirks I'd never encountered. It was starting to look more like 60 hours, not 25.That's when I reluctantly turned to ChatGPT for help—and it completely saved my butt. Instead of writing custom code from scratch or going back to the client with double the budget, I started "vibe coding." I'd describe the problem, ChatGPT would write the solution, and we'd iterate together. It wrote nearly 2,000 lines of code for me, handled complex features I would've needed premium plugins for, and let me stay flexible when the client requested changes.The result? A 30-hour project instead of 60, a happy client, and a reminder that sometimes the tools we resist most can be the ones that save us.*Want 40+ automations plus my AI swipe files? Head over to https://casabona.org/streamlined*Top TakeawaysVibe coding can be a massive force multiplier, even if you're not a developer—ChatGPT walked me through everything and cut my project time in halfAlways scope projects more carefully by testing tool limitations upfront, especially when assuming "obvious" features exist (spoiler: they often don't)AI coding made me more flexible and agreeable to client requests because I wasn't emotionally attached to hand-written codeShow NotesI built an app with AI and now I'm scared for WordPressHow to vibe code: 11 vibe coding best practices to start building with AI ★ Support this podcast ★

The FIRE Calc is your personal roadmap to financial independence—helping you plan, project, and achieve your early retirement goals with confidence. This is the exact same spreadsheet I used to map out my journey to FI, test different paths, and confidently walk away from my job when the numbers aligned. Unlike basic FV (Future Value) calculators, the FIRE Calc lets you model your financial journey year by year, factoring in: Income changes (career shifts, side hustles, salary jumps) Spending adjustments (cutbacks, lifestyle inflation) Taking a sabbatical or career break Debt payoff & investment growth strategies Life isn't one-size-fits-all—and neither should your FI plan be. The FIRE Calc is a customizable, interactive Google Sheet that lets you map out your FI journey year by year. Learn more at https://journeytolaunch.com/firecalc and don't miss out on our LIVE workshop on May 22!

In episode 693, Megan chats to Morgan Peaceman about building strong systems that support both content creation and content maintenance for food bloggers. Morgan Peaceman has been blogging for the last 6 years, but only really went all in as of 2023. Her approach to food blogging and recipe development comes from her love of quick and easy family friendly recipes, with fresh, simple ingredients that makes all her recipes accessible for the most novice of cooks. In this episode, you'll learn how to create sustainable systems for updating and publishing blog content while avoiding burnout and staying organized as a food blogger. Key points discussed include: - Build systems that support sustainability: Morgan shares how she structured her blog workflow to stay consistent without burning out, including tracking and updating older content regularly. - Use tools that align with your needs: From KeySearch and RankIQ to the lesser-known but powerful Thruuu, Morgan walks us through her preferred keyword research and optimization tools. - Track updates in a color-coded system: A clear Google Sheets setup using red, yellow, and green helps Morgan manage what's been updated, what's in progress, and what needs attention. - Lean on your community: Morgan emphasizes how finding a group of fellow creators, even through DMs, has been a game changer for support and motivation. - Invest intentionally in your business: Every year, Morgan makes one significant investment in her business—whether that's a branding shoot, SEO conference, or hiring help for social media. - Make your blog user-friendly: She reminds us how crucial it is to optimize recipe cards and surface key details at the top of posts to align with real user behavior. - Give yourself permission to rest: True rest is essential for longevity, and Morgan stresses how ignoring rest leads to burnout and illness. - Adapt your investments to what you need most right now: Prioritize what feels most urgent for your growth this year and allow your next steps to evolve accordingly. If You Loved This Episode… You'll love Episode 259: Deliver Quality to Your Users by Updating Your Old Content with Kathy Berget Connect with Morgan Peaceman Website | Instagram

In this episode, Mitch and Kevin dive into the behind-the-scenes journey of transforming raw marketing chaos into real-time clarity. They talk through the uphill battle of data tracking in the med spa space—where disconnected systems, HIPAA compliance, and manual reporting made performance tracking a nightmare. You'll hear how they moved from spending days compiling KPIs to building a dynamic, automated dashboard using tools like ChatGPT, Google Sheets, and Looker Studio—slashing a $20K/month problem down to just $120. If you're ready to move beyond gut feelings and start tracking real marketing ROI, this one's for you. RESOURCES: https://www.partnerwithalpha.com/goodies LEARN MORE AND JOIN THE ALPHA COMMUNITY: https://www.partnerwithalpha.com/   FOLLOW ALPHA AESTHETICS PARTNERS: https://www.instagram.com/partnerwithalpha/ https://www.linkedin.com/company/alpha-aesthetics-partners/

In this episode of FileMaker DevCast, we dive into n8n—a flexible, low-code workflow automation platform that gives you total control over how your systems talk to each other. We explore how n8n stacks up against tools like Zapier and Claris Connect, and walk through live examples of connecting Google Forms, FileMaker, email services, and even local AI agents. Learn how to build scalable, resilient automations—hosted on your own infrastructure or in the cloud—that will save you time. You'll hear about: Real-world n8n workflows with Google Sheets and FileMaker The power of "nodes" vs "zaps" and "connectors" Triggering flows with webhooks, timers, or file changes Using n8n with LLMs and vector stores for RAG-based AI The pros and trade-offs of local vs SaaS hosting Whether you're automating internal tools or building next-gen AI workflows, this episode will show you new ways to think about integration.

Send us a textEver wondered how someone turns a single TikTok video into a $100,000 month? Or how entrepreneurs with zero coding experience build profitable apps? This candid one-on-one conversation pulls back the curtain on these exact questions.Meet Xanth, a 21-year-old entrepreneur who recently joined the 8am community after generating six figures in profit from one viral video. Now, he's setting his sights on app development—specifically a recipe app concept that could leverage viral sharing mechanics. What unfolds is a masterclass in modern entrepreneurship as Arlin shares his own journey building Maxi, a personal development app that grew to $25,000 monthly revenue without a single line of custom code at the start.The conversation weaves through practical advice about developer relationships (beware of "timeline leak"!), the spiritual side of idea generation, and the transformative power of simply taking action despite uncertainty. You'll hear how successful apps often start as cobbled-together solutions using tools like Webflow and Google Sheets before evolving into proper applications, and why the most valuable ideas often come as "downloads" during moments of meditation or clarity.Whether you're looking to build an app, scale an ecommerce business, or simply understand how today's digital entrepreneurs think, this raw dialogue delivers actionable insights without the fluff. The most powerful takeaway? "If you don't know how to do something, just do it." Sometimes the simplest advice is exactly what we need to hear. Support the showConnect with me on IG: https://www.instagram.com/arlin and Apply to 8AM Worldwww.8AMapp.com

Corey Abbott and Joe Lynch discuss tech-driven drayage: a PortPro perspective. Corey is the Chief Growth Officer and his team lead enterprise initiatives at PortPro, an innovative technology company that keeps the drayage industry moving efficiently with its operating platform built for drayage trucking companies, brokerages, and those that do both. About Corey Abbott Corey Abbott, Chief Growth Officer and his team lead enterprise initiatives at PortPro, focusing on developing comprehensive products designed to enhance the customer experience, guided by their needs and feedback. Corey spent over a decade at STG Logistics, the nation's leader in containerized freight, and XPO Logistics, where he built operational, financial, and back-office solutions to help companies and users across the globe. He also partnered with companies across multiple industries and modes of transportation (OTR, Drayage, Intermodal, Global forwarding, LTL, Supply Chain Warehousing/ Transloading, Expedited Air, Road, and Water). He held roles of CIO, Intermodal, and Drayage, and most recently, Chief Product Officer. He holds a Master's degree in accounting and finance from the University of North Carolina at Charlotte. About PortPro PortPro is an innovative technology company that keeps the drayage industry moving efficiently with its operating platform built for drayage trucking companies, brokerages, and those that do both. Its flagship TMS platform streamlines order entry, dispatch management, container tracking, communication, appointment-setting, accounts receivable, accounts payable, reporting, AI-driven features, and more for our customers - who can then provide full transparency and better service to their customers. Visit www.portpro.io for more information and to schedule a demo. Key Takeaways: Tech-Driven Drayage: A PortPro Perspective Corey Abbott and Joe Lynch discuss tech-driven drayage: a PortPro perspective. Corey is the Chief Growth Officer and his team lead enterprise initiatives at PortPro, an innovative technology company that keeps the drayage industry moving efficiently with its operating platform built for drayage trucking companies, brokerages, and those that do both. Drayage carriers and brokers face the following challenges: Operational Inefficiencies & Lack of Real-Time Visibility: Difficulty managing complex drayage processes and tracking critical information (containers, status, appointments) leads to wasted time, errors, and increased costs. Manual Processes & Poor Communication Hindering Productivity: Reliance on outdated methods for order entry, scheduling, invoicing, and communication creates administrative burdens, slows down operations, and limits collaboration. Stuck with Outdated Tech or Ill-Suited Systems: Drayage carriers and brokers often face a dilemma: either wrestle with legacy TMS platforms that hinder integration and lack modern AI, or try to force-fit traditional TMS solutions missing crucial drayage-specific features like appointment management. Missing the Mark on Drayage Needs: Existing TMS options frequently fail to address the unique complexities of drayage, lacking the specialized fields and functionalities required for efficient appointment scheduling, container tracking, and overall drayage operation PortPro customers enjoy the following advantages: DrayOS: A Purpose-Built Operating System for Drayage: PortPro's flagship product, DrayOS, is a cloud-based TMS (Transportation Management System) built specifically for drayage operations. It streamlines everything from dispatching and invoicing to document management and container tracking, offering users a centralized platform that eliminates manual workflows and siloed systems. Automated Workflows and Real-Time Visibility: With features like EDI/API integrations, automated billing, and GPS-based container tracking, PortPro empowers carriers and brokerages with real-time operational visibility and faster decision-making. This reduces delays, improves on-time performance, and boosts overall efficiency — critical in an industry where time is money. Compliance and Scalability at the Core: PortPro's technology is designed to adapt to regulatory complexities like AB5 and environmental compliance laws. It helps companies stay ahead of legal changes while scaling their operations without needing to invest heavily in back-office expansion. This makes it especially valuable for mid-sized drayage companies aiming to grow. Specialized AI Agents & Optimizers: PortPro launches AI-powered tools integrated directly into their TMS, offering targeted automation for specific drayage workflows like spreadsheet updates and empty container returns, accessible via an AI Marketplace and customizable chat interface. Key AI Features for Efficiency: The initial rollout includes "AI Chat" for real-time data queries, "Spreadsheet AI Agents" for automatic data synchronization with Excel and Google Sheets, and "Empty Return Agents" to automate the often cumbersome process of managing empty container returns. Addressing Drayage's Manual Inefficiencies: These AI innovations directly tackle the significant administrative burdens in drayage, which can account for up to 20% of operating costs, freeing up operations teams to focus on more strategic and customer-centric activities. Learn More About Tech-Driven Drayage: A PortPro Perspective Corey Abbott | Linkedin PortPro | Linkedin PortPro PortPro's Informative Blogs Case Studies Latest news about PortPro PortPro's Complementary Carrier Guide to Growth State of Drayage Industry Report 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  

In this episode, Nathan Wrigley chats with Arpit G Shah, founder of Creative Work Designs, about WPSyncSheets plugins. Arpit shares how his tools enable bi-directional syncing of WordPress and WooCommerce data with Google Sheets, making tasks like import/export, inventory management, and bulk edits easier, no need to manage data directly within WordPress. He also discusses pricing, large-scale data handling, upcoming AI features, and future plans for integrating with other platforms like Airtable. This episode is perfect for anyone looking to streamline WordPress and WooCommerce data workflows. If you're a WordPress or WooCommerce user who relies on Google Sheets, or wishes their site and their spreadsheets “just talked to each other”, this episode is for you.

Sigma Computing recently hit $100M in ARR — planning on doubling revenue again this year— and in this episode, CEO Mike Palmer reveals exactly how they did it by throwing out the old BI playbook. We open with the provocative claim that “the world did not need another BI tool,” and dig into why the last 20 years of business intelligence have been “boring.” He explains how Sigma's spreadsheet-like interface lets anyone analyze billions of rows in seconds, and lives on top of Snowflake and Databricks, with no SQL required and no data extractions.Mike shares the inside story of Sigma's journey: why they shut down their original product to rebuild from scratch, how Sutter Hill Ventures' unique incubation model shaped the company, what it took to go from $2M to $100M ARR in just three years and raise a $200M round — even as the growth stage VC market dried up. We get into the technical details behind Sigma's architecture: no caching, no federated queries, and real-time, Google Sheets-style collaboration at massive scale—features that have convinced giants like JP Morgan and ExxonMobil to ditch legacy dashboards for good.We also tackle the future of BI and the modern data stack: why 99.99% of enterprise data is never touched, what's about to happen as the stack consolidates, and why Mike thinks “text-to-SQL” AI is a “terrible idea.” This episode is full of "spicey takes" - Mike shares his thoughts on how Google missed the zeitgeist, the reality behind Microsoft Fabric, when engineering hubris leads to failure, and many more. SigmaWebsite - https://www.sigmacomputing.comX/Twitter - https://x.com/sigmacomputingMike PalmerLinkedIn - https://www.linkedin.com/in/mike-palmer-51a154FIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)LinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturckFoursquare: Website - https://foursquare.comX/Twitter - https://x.com/Foursquare IG - instagram.com/foursquare (00:00) Intro (01:46) Why traditional BI is boring (04:15) What is business intelligence? (06:03) Classic BI roles and frustrations (07:09) Sigma's origin story: Sutter Hill & the Snowflake echo (09:02) The spreadsheet problem: why nothing changed since 1985 (14:04) Rebooting the product during lockdown (16:14) Building a spreadsheet UX on top of Snowflake/Databricks (18:55) No caching, no federation: Sigma's architectural choices (20:28) Spreadsheet interface at scale (21:32) Collaboration and real-time data workflows (24:15) Semantic layers, data governance & trillion-row performance (25:57) The modern data stack: fragmentation and consolidation (28:38) Democratizing data (29:36) Will hyperscalers own the data stack? (34:12) AI, natural language, and the limits of text-to-SQL

Subscribe at Thisnewway.com to get the step-by-step AI workflows.In episode 3 of This New Way, Aydin sits down with Philippe Dame, CPO of Recollective, to unpack how AI is transforming qualitative market-research, sales operations, internal knowledge-sharing, and day-to-day productivity.Phil walks through the product pivot that turned Recollective's vast unstructured data into an “AI-first” insights engine, then demos a stack of no-code automations — from AI-powered lead scoring in Google Sheets to a self-serve Vertex AI search that makes every doc, deck, and Gong call instantly searchable.You'll hear concrete play-by-plays, see cost breakdowns , and learn how to start small, scale fast, and turn AI into a force-multiplier across your org.Timestamps:00:35 Phil's background and early web-tool days01:44 Pivot to Recollective and focus on market-research tech03:18 Why hybrid qual + quant research matters03:58 Unstructured data → perfect AI playground04:50 “Roadmap reset” after ChatGPT pressure06:00 How the team up-skilled on LLMs & vector DBs08:12 First AI features: summarization → theme extraction → comparisons09:05 Making space for AI work without derailing commitments10:10 Company-wide AI wins: sales data mining & lead scoring13:08 Relay + Google Sheets workflow for automated enrichment16:18 Running internal “AI office hours” to drive adoption17:05 Staying current: newsletters, trials, and cost control20:25 Seat-based vs. usage-based pricing—Phil's take23:04 Perplexity as Phil's go-to research sidekick24:50 Cutting the “collaboration tax” with self-serve AI answers27:24 Live demo: Recollective's Ask-AI tab & verbatim citations31:28 Segment @mentions for instant comparative analysis37:04 Emotion tagging and drilling into negative feedback38:30 Building an internal Vertex-AI search in one afternoon42:23 Agent Builder setup walkthrough44:34 Relay use-cases: lead workflows, news scraping, stand-up bot53:23 n8n migrations: 4,000 Gong calls plus on-the-fly analysis56:30 OpenAI Playground & Notebook LM for ad-hoc knowledgebases1:02:20 Google AI Studio multimodal experiments (free)1:04:04 Start simple—one use-case, one stakeholder, iterateTools & Resources Mentioned:AI / LLMs & Model-PlaygroundsChatGPT (OpenAI)OpenAI Platform & PlaygroundClaude (Anthropic)Perplexity Pro- Google Gemini (Workspace)Google AI StudioKnowledgeBase & Search Vertex AI Agent Builder / Search (Google Cloud) Notebook LM (Google) Internal Vertex-powered “ask-AI” portalAutomation & WorkflowsRelay (no-code workflow tool with AI steps)Zapier (reference point)n8n (open-source automation + AI agents)Data, CRM & Sales EnablementGoogle SheetsSalesforceOutreachGong (call recordings)Collaboration & ProductivitySlack (AI channel, human-in-the-loop flows)Notion (company intranet)Google Drive & Google CalendarRSS feeds + custom “Article Extractor” scraperCore ProductRecollective (Phil's qualitative-research platform with built-in AI features)Developer / Engineering UtilitiesCursor IDE (AI-assisted coding, briefly cited)

In this episode of the Ecom Ops Podcast, we dive into the world of modern finance ops with the brilliant mind behind Subscript an automation-first platform built specifically for B2B SaaS CFOs. Our guest is Sidharth Kakkar, a second-time founder who scaled his first company, Freckle, to $40M ARR before selling it. Now with Subscript, he's helping finance teams ditch the manual chaos, automate everything from billing to revenue recognition, and shift into strategic mode.

From Bangkok, Thailand…A tech tip about a few tools for quickly turning a Google Sheet into a website, or including data from a Google Sheet on your existing site.Some concise advice about why tracking key performance indicators through a dashboard and measuring what matters most helps you set priorities and achieve goals in your practice.+++Sheet2SiteGleanWiseSpreadSimple00:00 Location Update01:08 Tech Tip08:03 Concise Advice14:42 Wrapping up

If you're still manually sending thank you notes, chasing spreadsheets, or struggling to keep up with donor touch points, this episode could save you THOUSANDS of dollars.I'm talking with Rachel Bearbower, an absolute systems wizard and the founder of  Nonprofit Automation Agency, to break down how nonprofits can implement systems and automations that actually feel personal.Rachel walks us through some compelling case studies, including a monthly giving program that used customized workflows to segment donors by gift size and deliver messages that felt like they came straight from the Executive Director's inbox. You'll hear how my team used Zapier to automatically send scholarship applications from HubSpot to Google Sheets. The kicker? These automations helped scale communications to over 4,700 event registrants without sacrificing personalization!Plus, Rachel shares her “The One Minute Thank You” trick that lands pre-written, customizable drafts in your inbox the moment a donation comes through.Resources & LinksConnect with Rachel on LinkedIn or Instagram or book a demo. You can also learn more about Nonprofit Automation Agency on her website.Check out Rachel's FREE Resources: 5 Ways to Automate Your Stewardship and Create a Remarkable Donor Experience. This show is presented by LinkedIn for Nonprofits. We're so grateful for their partnership. Explore their incredible suite of resources and discounts for nonprofit teams here. Through April 30th, LinkedIn is giving away 6 months FREE of Sales Navigator Core to the first 2,000 eligible nonprofit professionals! Click here to apply.My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good.Let's Connect! Send a DM on Instagram or LinkedIn and let us know what you think of the show! Head to YouTube for digital marketing how-to videos and podcast teasers Want to book Dana as a speaker for your event? Click here!

Google went AI nuts at Cloud Next, possibly taking the lead. OpenAI is reportedly ready to unveil up to five new models. Canva enters the AI arena with innovative features. This week's AI news is explosive. Catch up now!Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on the news? Join the convo.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Google Cloud Next AI Announcements RecapOpenAI ChatGPT Memory Feature DetailsOpenAI and Elon Musk Legal BattleCanva AI Suite Expansion OverviewAnthropic Claude Max Subscription PricingMicrosoft's Data Center Strategy PivotShopify's AI Usage Mandatory PolicyUpcoming OpenAI Model Releases OverviewTimestamps:00:00 Technical Glitch with Equipment04:48 Gemini 2.5 Pro Launch07:06 Google's New AI Collaboration Protocols13:28 ChatGPT Enhances Memory for Personalization17:37 AI Surveillance Accusations in U.S. Agencies20:56 Canva Launches AI-Powered Suite23:10 AI Graphic Design Evolution26:02 "Musk's Lawsuit: A Delay Tactic"28:14 Anthropic Launches Claude Max Subscription34:05 Microsoft Pauses Data Center Expansion35:39 Microsoft's $80B AI Investment Strategy42:05 Shopify's Bold AI Integration Shift44:25 Maximize AI Before Hiring48:31 OpenAI Model Tiers Explained51:41 "GPT-5: Concerns on Model Autonomy"54:20 AI Innovations and Controversies OverviewKeywords:Google Cloud Next, AI updates, OpenAI, countersue, Elon Musk, Canva AI features, Gemini 2.5 Pro, Large Language Model, ChatGPT memory feature, AI race, GPT 4.1, Vertex AI, Google AI Studio, agent to agent protocol, Google Workspace, Google Sheets, MCP protocol, Google DeepMind, GDC, Ironwood TPU chip, Lyria AI model, AI video model, AI music generation, Elon Musk's Dodge team, government AI monitoring, Ethical AI use, Canva Sheets, Shopify CEO AI memo, Anthropic, Claude Max, Microsoft Copilot, AI infrastructure, Recall AI feature, data privacy concerns, AI-powered productivity, GPT models, AI operating systems, personalized AI, GMPT 4.5, AI sandbox, Nvidia hardware, test time computing, AI reasoning, ChatGPT preferences.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner

Imagine turning casual event interactions into lifelong patient relationships.In this episode of the Ground Marketing Series, we dive into a complete, actionable framework for dentists eager to expand their practices. I unpack the art of pre-event planning, setting intentional goals, and constructing an irresistible activation kit. Drawing on wisdom from marketing legend Seth Godin, we learn that storytelling lies at the heart of effective marketing. We'll cover the essential roles within an event team— the magnet, the messenger, and the connector—each playing a crucial part in generating and nurturing potential patients.We'll discuss hands-on tips for booth presentation and interaction strategy. Learn how captivating signage and engaging team activities can drive your booth traffic through the roof! This episode brings to light the importance of crafting messages that avoid clichés and resonate with potential patients. Discover key metrics to gauge your event's success and develop an adaptable, scalable marketing system that ensures no opportunity slips through the cracks.What You'll Learn in This Episode:Strategic steps for effective pre-event planning for dental practices.The pivotal roles each team member plays in a successful marketing event.Techniques for creating engaging, memorable booth experiences.Essential do's and don'ts to maximize your event's impact.The art of immediate lead follow-up and team evaluation post-event.Insights into metrics and tools for tracking and optimizing marketing efforts.Get ready to transform community events into powerful marketing victories—tune in now!‍‍Learn More About the Ground Marketing Course Here:Website: https://thedentalmarketer.lpages.co/the-ground-marketing-course-open-enrollment/‍Sponsors:CareStack: Modern, Secure, Cloud-Based Dental Software for Growing Your Practice! With state-of-the-art features including Online Appointments, Integrated Payments, Text Reminders and more. Click the link here for a special offer: thedentalmarketer.lpages.co/carestackCallRail: Call tracking + AI that turns calls into campaigns that convert, quality patients, and cost savings. Start a free trial today! Don't forget to mention The Dental Marketer sent you!) callrail.comOryx: All-In-One Cloud-Based Dental Software Created by Dentists for Dentists. Patient engagement, clinical, and practice management software that helps your dental practice grow without compromise. Click or copy and paste the link here for a special offer! thedentalmarketer.lpages.co/oryx‍Other Mentions and Links:‍People:Seth Godin‍Groups:Chamber of CommerceRotary Club‍Tools:EventbriteGoogle FormsJotformMailchimpActiveCampaignGoogle SheetsAirtableCareStackCallRailOryx‍Businesses/Brands:Invisalign‍If you want your questions answered on Monday Morning Episodes, ask me on these platforms:My Newsletter: https://thedentalmarketer.lpages.co/newsletter/The Dental Marketer Society Facebook Group: https://www.facebook.com/groups/2031814726927041‍Episode Transcript (Auto-Generated - Please Excuse Errors) Michael: leveraging community events for maximum impact. This is gonna be the step by step guide to making an unforgettable impression. At local events and converting it into real growth. Now, community events aren't just about handing out freebies. They're a powerful system for relationship building, trust marketing, and establishing your practice as the go-to in the neighborhood.Seth Godin said, marketing is no longer about the stuff you make, but the stories you tell. But here's the kicker. To win at these events, you need more than a table and smiles. You need smart systems, a team with purpose and follow up that drives revenue. I cannot tell you how many times I've gone to events where I'm either just an attendee or I'm a vendor.it's almost like a pet peeve of mine where I see so many things going wrong. It feels like, oh man, this, employee who's hereis the wrong employee. You're doing the wrong things. You're just not feeling it. And you can see the mistakes.You can see almost the opportunities lost in every single minute almost,not just every single interaction, every single minute that they're there. So this episode. Definitely it's gonna be a, game changer for you because you're gonna realize a lot of things that maybe you've been doing wrong or a lot of things that you could be doing better.Now this is real data why this works. 43% of patients only visit the dentist once a year. 27% go twice a year. Events help turn rare visitors into loyal patients, okay? They see you, they talk to you, they engage with you, they interact with you. They're more likely to go with you. 59% of dental practices rely on front desk staff for marketing.Your team needs training to represent you well at community events, so it's not just like, Hey, let's all go out. The whole team has to go out. They need to be trained. 77% of patients prefer online booking, but only of practices offer it. So your event setup should promote real time scheduling.Don't let it get lost in the weeds where maybe you are booking people on the spot, maybe you have a specific software right, and you're booking them on the spot, on the iPad, and then you book them. And then you notice when you get back to the office, it's triple booked double book, and it's not cohesive.Don't lose people like that because I cannot tell you how bad it will be if you have to call that lead back and say, Hey, you know, the time you booked doesn't work. Can I put you in another time? First you gotta get them on the phone, try and find them, try and reach them, right? But you most likely will.And then from that point on, gotta convince them to, to change. So no email marketing, ROI is 44000%, It's huge. Capturing emails at events is high value. If you can capture phone numbers or even text them even better, right? So here's a step-by-step guide, step one. This is crucial pre-event planning.This is the foundation phase, so choose the right events 90 days in advance if possible. Easy breezy. How to do this. You look for events where your ideal patients already gather. You look at PTA meetings you hear word of mouth where they're going, they're doing.Farmer's markets, events in the Chamber of Commerce calendar and the rotary, club calendar, school health fairs. You just ask for events, right? A lot of apartment complexes have events, community center, senior homes. You can even use platforms like Eventbrite Facebook parent groups, Facebook groups in your community.And like I said, chamber of Commerce right now, here's a pro tip. If any of these events, you decide, Hey, I really want to go to them, try to attend first as a guest. Observe the crowd flow, the booth engagement and the vibe before you commit. And then you can go. A lot of the times in the ground marketing course, I teach you how to do this and how to actually get fantastic referrals and partnerships, but new patients without ever participating in an event.Meaning like without ever being a vendor, you're just there. But if you're like, oh my gosh, the booth engagement is fantastic, we gotta be here, we gotta support. Yeah, definitely continue to pursue that. Right now you wanna set clear measurable goals. So example targets. These are examples, right? I want to collect 75 emails or 75 contact information.I wanna book 15 appointments on the spot. On site, and I wanna generate 200 plus impressions in the community. That means 200 plus people know about us, we've handed out. Something specific to them, they know about us. And then now you wanna work backward from your goals. Reverse engineer. If your team can engage 20 people per hour, plan your booth design game, call to action accordingly.Okay? You wanna design it that way? It doesn't just happen that way. For example, let's just say it's a huge event and only one person's available and they're going, they're setting up, they're doing it all. They're at the booth, they're talking. right?You're not gonna get everything that you want. You're not gonna get 200 email contacts or contact information or 200 leads because it's just one person. So you gotta, adjust accordingly. Now, you wanna design portable activation kit. The whole system for this, the actual layout, pictures and everything is in the ground marketing course.Like I'm gonna tell you right now, you don't need flash. You need systems that trigger interaction and capture data. That's it. I've never been too over the top or over fancy with it. I've seen a ton of boots like that, and that's great. That's fantastic. But in this episode, you're gonna hear what's most important and what you need to invest more in on than being off lash right now.What you're gonna want in this portable activation kit is branded tablecloth and banners. With your logo, maybe a game if you like, right? Like a spin to win or a Plinko board. IPads with intake forms, It can have Google forms or jot forms or a signup sheet. I still do the signup sheet, but it's up to you, You can have the iPads with linked to your practice management software. I know Cares Stack and orx do it fantastically. Great booking portals on there. Then obviously lead magnets, right? Pre kids, dental, emergency guides, or all the freebies you want to give out that are in there, hygiene kits, information flyers, things like that.So that's step one. Okay? The pre-event planning Phase A, you're gonna choose the right events 90 days in advance, if possible, or just in advance, right? You don't wanna go on the calendar and say, oh, snap, there's an event tomorrow, let's make it happen. No. Take time to plan ahead. B, set clear and measurable goals crucial.Have to have measurable goals. Never once did I go out and say, let's just see how many people we sign up. No, in the moment, you're gonna be like, oh, you know what? This is not that good, or whatever. You're gonna get in your head and you're gonna just sign up. Five people. You gotta have clear, measurable goals and say, okay, you know what?From here we're gonna do 75, and that means you're gonna put in the work to get those 70 fives while you're there. Right? Be set. Clear measurable goals. See design a portable activation kit, like I told you, cable tablecloth, banners, maybe a chair if you like. spin the wheel, whatever freebies you wanna give out, and something to sign up people on.Okay, step two is the booth strategy. So make it magnetic. This step is all about stopping people in their tracks. Creating a magnetizing presence and turning curiosity into conversations. Most booths are background noise. Yours should be the events gravitational center. So what you wanna have is a solve a local pain point with words that actually work.I'm gonna give you three examples of what not to say anywhere in the booth. Hey, we're accepting new patients. No. That's so long ago. Don't ever use that again. Two, come get a free toothbrush. Nope, throw that out. Three. General and cosmetic dentistry. Throw that out. These are vague, they're overused, and they don't spark emotional or practical urgency.You want to craft micro messages that solve actual local problems. For example, could be a pediatric practice. You can say. Somewhere in the booth, right? Struggling to get your kids to the dentist without a meltdown. Ask about our no tears visits. Why this works. It uses parents' pain point tantrums, and stress.It includes emotional relief. So no tears. And it's specific. It's not generic. Here's a cosmetic example. Want to boost your confidence before your next big event. Ask about our mini smile makeovers. Same pain points that attacks the next one. Busy parent example, no time for dental appointments. Ask how we get families in and out under an hour.Boom, ate and insurance neighborhood example. Confused about your insurance. We simplify it and yes, we take yours. Boom. This one right here, members have used, I got this one from members. Fantastic. I'm gonna say it again, confused about your insurance question mark. We simplify it and yes, we take yours and the exclamation point that one does fantastic.And you can have like a sandwich board in front of your booth and have that on there, right? These examples, these sayings. Now pro tip, print your core message in large text or on your banner, right? And have every team member memorize and repeat it naturally. So have these banners with these messages on there as well.But like, what I like to do is to have a sandwich board, right? Just in case it changes up. I don't have to get a new banner for every little thing. Now that was a right. A, is solve a local pain point with words that actually work. B. Grab attention within three seconds. Why? Well, The average event goer decides in under three seconds whether or not to approach your booth.So you must stack the deck in your favor with visuals. Motion, sound and simplicity. Use a high visibility game, right? Why? ' cause movement plus potential reward equals attention. Examples are spin the wheel, right? Each wedge is a prize. Maybe free whitening, something specific In one of our live ground marketing workshops that we had this past month in March, 2025. We dove deep on incentives. So if you're a member of the ground marketing course, definitely go check that out. But that is gonna be an episode for later on. In the ground marketing series.Now you can discuss the incentives with your team. See what you want to give best Plinko board, right? It's nostalgic, it's fun and easy to brand with dental punts. you can do a mini basketball hoop or ring toss. These are especially effective for family events and kid heavy areas. Now the signage above the game should read the incentive.The incentive only, Not all these instructions, not the name of your practice and everything you do. No, just win free whitening, spin and win. Everyone gets something. Play for a free gift, right? That's it. That's all it should say. Important point here is to display what prizes are available.are drawn to visible rewards. Keep them attractive, but within budget. Whitening, goody bags, water bottles, gift cards, whatever you decide as an incentive, have that out on display. Have standing team members outside of the booth avoid the mistake of sitting behind the table. Always. Instead, place the magnet.A few steps in front of your booth. Now I know what you're thinking. What is the magnet? We're gonna discuss that a little bit further down. On the roles of who they are. But the magnet is someone, it's a person you wanna put them out and about, right? Train them to use eye contact, hand gestures toward the game prizes, and an enthusiastic opener.Something like this. Hey there. Hey, grab whatever you want. It's all free. The one that works the best, the one that I always use hands down, never fails is, Hey, grab whatever you want. It's all free, and that's it. I just stay quiet after that, and then they come and then boom.The further out a person stands without blocking walkways, the more psychological welcome they create. That's a pro tip. You can use t-shirts with a hook as well. These are walking, talking billboards. Don't just put your logo, use a question or statement that invites curiosity. Here are examples that you can use to put on your t-shirts.Ask me how we make kids love the dentist. Ask me about free whitening Fridays. I can get you out of pain fast. Your smile deserves this. Those are examples, right? Or like I said, you can do the Medicaid example one. And yes, we do take yours, right kind of a thing with insurance. So assign different shirt slogans to different roles.There's gonna be three specific roles, and we'll discuss that in a little laterin this episode. Now the three second layering formula to ensure people engage with your booth within three seconds. This is it. There's a visual element, and then I'm gonna discuss the purpose. So the visual element, bold banner, purpose.Communicates core offer or pain point. Visual element. Motion game purpose creates eye catching interaction. Visual element, a friendly greeter. Purpose builds trust, initiates engagement, visual element, branded t-shirts. Purpose reinforces message and makes team approachable. Visual element giveaways displayed purpose creates curiosity and visual incentive.Now, the common mistakes to avoid is too much text on signage. Keep it short. Five to seven words max per message. That's including the sandwich board. Passive team members who wait for people to approach. Oh my goodness. This is, I had a. Dime for every time I saw this, this is a humongous mistake.Passive team members who wait for people to approach do not be that person. Do not have anybody like that on the events. Okay? Third, boring swag. Ditch the basic stuff sometimes unless it's branded and bundle it with a compelling offer, right? But remember, whenever it's at a booth, you want it all.Decompartmentalize. You don't want everything in a baggie. Convenience is not the name of the game When you're at an event, the name of the game is for them to come and chat and sign up, That's what you want them to do. You don't want them to just grab a little baggie and go and say thank you and buy.You want them to be there and shop around, talk, and then finally over cluttered tables with no clear flow. So you don't want it to be over cluttered. You want to have a system in your table. In the ground marketing course, I show you exactly how to do that with just a regular hygiene kit.I don't do anything over the top or too flashy. Now, there's been many, many great examples of this, but I'm gonna give you an example of a member of ours. It was at a local PTA carnival. It was a pediatric dental office, and they use a spin to win, no cavity club prize wheel. T-shirts said, no meltdowns, no tears.Just smiles. And a team member who shouted, You wanna win something your kids will actually love? That's all they said. Hey, win something your kids are actually gonna love. Come on in. Come on in. They collected 112 contact information, so point of contacts, 112, booked 27 appointments immediately, and had a 74% show rate over the next two weeks.All from one. Afternoon. That's just one afternoon. That's amazing. So that's what you wanna do when it comes to be right. Grab attention within three seconds. Now here's the key C rolls and flow. This is the, that you're gonna have for the events. It's your triple threat event team. So instead of calling everyone helpers, give them roles with clear purpose.The first role is The magnet. Where are they gonna be? Right outside of the booth. Right next to the booth. They're just not really standing right behind the booth the whole time. They could once in a while, but they're outside of the booth and their role. Is just to say hi to everyone in the most bubbly way.Attract and invite foot traffic, right? Their script. Get ready for this. If you can write this down, it's, Hey, grab whatever you want. It's all free. And that's it. That is their script. the work that they're gonna have to do honestly is hold themselves back from saying too much. Because that can kill the curiosity of the event goer.All you wanna say is, Hey, and then wave your hand, right? Like If you can see, if you're watching this on YouTube, you can see me wave my hand. Hey, grab whatever you want. It's all free. And then point to everything that's free at the booth that's it. Have them draw closer to be like well, what's all for you?What is all you're not gonna answer? That they're gonna answer that themselves with their eyes and when they go to the booth. So that's it. That is the script. Hey, Grab whatever you want. Come on over here. It's all free. Don't, oh, and the toothbrush is free. And then the floss is, no, don't do any of that.Just say it's all free. And then have them come over. That's it. And you get the next person. The next person. Right Now the next role, the next person. Your team is the messenger. They are inside the booth. Okay. I like to say that instead of behind, but they're inside the booth. Their role is to have these conversations, answer questions.If somebody's in there, like opening their mouth and saying, why do I have sensitivity here? Can you see? And then they're engaging, their role is signing people up. Also, the magnet could be signing people up too. Just in case it gets too busy. That's why I say they're outside of the booth sometimes.But if they see that the booth is popping and it's packed, now the magnet has to go behind the booth and sign people up while the other person is talking to everyone else, right? They're engaging with the person. So the magnet kind of has two roles. They have to have their eyes on that booth.Now the messenger, their role is to educate, answer questions and point visitors to sign up. Hey, yeah. what we're doing this month is we're signing up everyone, blah, blah, blah, blah, blah, right? This month we decided to partner up with this business, and what everybody's doing is they're giving us their name and number, and I personally will give you a call.What's your name? And then you continue to sign them up. That's the messenger's role. They're behind the booth. Honestly, everybody in your team should probably never be sitting down, even, even in a lull, right? they're standing, they're engaging, they're doing things.So that's the messenger. Remember now you have the magnet. They're outside of the booth. The messenger is inside of the booth, and now you have the third team member. The connector, okay. Their role, they are walking around the event to the vendors, to the other vendors. Their role is to build relationship with the vendors, the organizers, the schools, the small business owners, every other booth there.And the people who are in charge of the event. Their role is to get their business information to sign people up on the spot. 'cause remember those people the, at the booth, the vendors at that booth, they're most likely not walking around. You have someone walking around, you have someone signing them up.You have someone collecting their business information, building rapport so that tomorrow you can go to their place of business and get the rest of the employees to sign up, maybe do a lunch and learn, maybe have some type of collaboration or program that you can do just for them. That's your role. Okay.The connector's role is to go out to the vendors and sign up the vendors. 'cause most likely they're not your patients, so they can come on it. And then you're collecting their business information so you can go to their place of business and execute more strategies, ground marketing strategies, and build great partnerships with those businesses.So there's three, right? The magnet just outside of the booth. The messenger, they're inside of the booth and the connector, they're walking around. Creating partnerships with the other vendors and the organizers. Got it. Awesome. So then step three is you're gonna offer a design from freebie to the front door.So your goal is not just to give things away, it's to trigger interest, build reciprocity, and create momentum that gets people to book, show up and become long-term patients. This step turns the booth from a passive branding tool into an active patient convergence system. So a, you want to create a compelling ethical incentive.Forget free cleanings, right? It's overdone, undervalued, and invite slow commitment window shoppers. Instead, craft layer tiered offers that feel exclusive and valuable requires something in return. And reinforce the long-term value of your practice. Now, I'm gonna give you an example. This is for adults.The offer could say, Hey free first Invisalign session and take home whitening kits, Or you can say Free smile consultation. Plus take home whitening kits. Then you can put on the bottom. It includes examine x-rays, custom smile assessment and a whitening kit must attend appointment rate and then continue why it works.Whining is seen as a cosmetic bonus, not a fix. It also positions your practice as cosmetic forward and modern, and it's easy to tie in with Invisalign or SMILE design conversations for kids. Your offer can say, join our no cavity club. The entry into your monthly, quarterly raffle prizes, could be like toys, ice cream, gift cards, electric toothbrushes, right?So that's part of the no cavity club. You always get prizes and then you also get free dental prize bags, right? Branded floss stickers and cool kids swag, all that other stuff. So your enter to win in a raffle all the time if you're part of the No cavity club, to win a huge prize. And then you're also, get, you know, like hygiene kits.But. Rebrand it, call it something different. That way it feels more exclusive and it works because parents love recognition programs for kids. It adds community and reward structure and it gets families emotionally invested, inre care and return visits. A pro tip for this is display a poster at your booth with last month's winner and a real kid photos with permission of course, that always works when you actually have proof, right? Hey, this is the last month's winner. Especially if it's a community event. People will, Hey, I know that kid goes to, he's my best friend, right? Or all these things, they'll feel more inclined or families. You can offer a smile makeover giveaway.One entry per household. One winner gets a full consult with digital smile design and bonus prizes for all entries, right? Small gift bags. Et cetera. Right? And it works because it's aspirational. People love the idea of a transformation. You collected dozens or hundreds of leads and create cross selling into whitening, ortho, and cosmetic options whenever you do a raffle.Real quick, I wanna mention something. Don't ever have just one winner. Everyone should win something, right? So always plan that you want people to come in. Not just give you a bunch of names and numbers and say, oh man, they all wanted to win, but they didn't make everybody a winner. Now with, visuals, the offer type and the suggested sign copy, this is how it should stay on your booth, right?So let's just say you're offering whitening. You should say, Hey, free whitening with your first visit. Ask us how. The no cavity club kids can win big. Join the No cavity Club today, right? Smile makeover. Want a new smile? Enter our makeover giveaway. Make these signs bold, easy to scan in under eight words, right?Don't make it too wordy. You can add scarcity and urgency. Even the best. Offer false flat without psychological triggers, scarcity and urgency. Create fomo, which drives people to act now instead of later. So you can have a whiteboard or a flip chart at the booth nine Invisalign spots remaining.13 whitening kits left today. You can even have a countdown timer on an iPad screen and say, next free whitening session giveaway is in five minutes. Right? People will, wait at your booth until they can be the first one to do it. If you do catch them waiting to be the first one to do it, make them feel like a VIP and say, Hey, you know what?You ain't even gotta wait. I got you in right now. Are you gonna be available Monday? I'll even put you on the schedule immediately. Boom. You'll make them feel special, important, and they're gonna show up no matter what. And you can also have a physical prize board, right? Cross out slots as people win or book, right?Oh, we only have 12, 10, 11, 13. And verbally, you can yell out, you know, we only have 10 whitening kids left, so grab one while they last. The smile makeover drawing closes in two hours and turn out to be included. We only block five Invisalign day specials each month. You want one right. And it works because it makes them feel exclusive. Not everyone gets this. You're one of the few. It's simple. It's super easy. It takes 30 seconds to sign up and scarcity, only a few left. Once they're gone, they're gone. And you got one. This trifecta bypasses analysis paralysis and motivates decision making on the spot, even from skeptical attendees.So that's gonna be fantastic to utilize. Now, here's the key. Mainly one thing post event follow up. This is where the ROI is made. This is one of the final steps, you wanna segment and nurture leads within 48 hours. So sort your context right from hot. Those are the ones that are booked or very interested to warm.They were curious or maybe they weren't committed and then cold. They just entered a raffle. Now tools you can use is,a lot of our members use Cares Stack or orx or their practice management software right, to see the appointment follow up. You can definitely use that. I know Cares Stack and Orxsponsor the podcast. So if you ever needed a couple months for free to utilize them, definitely go in the show notes below. It's not gonna be in the first link in the show notes below, but scroll a little bit down you can click on their deals that they have for you if you are interested in.Cloud practice management software, an all in one cloud practice management software that a lot of our members utilize that they can just put on their iPad and then they can schedule on the spot. So it's pretty fantastic. You can also use MailChimp or, an email system, like Active Campaign or anything like that.You want to use these tools to know, okay these, are booked appointments. Cool. Awesome. And then these were other people that just entered for a raffle and they're cold. Or maybe they're warm and you wanna retarget. So post event recap, right? Maybe you're saying We met 150 plus amazing families this weekend.If we missed you, our event special is still Available. Click below to book. You want to do that? Send it out to your actual cold leads and maybe even send it out to some of the patients you haven't seen in a while that you know, they're in their community because this will make them curious.See what it is, what are they doing? Oh man. What was the special that was happening at the event? Oh, cool. They're participating at the community. So now you're not just targeting, the people who were at the event. You're also targeting people who you haven't seen in a while. So definitely do that, and then you can use the same photos and text or emails so they recognize your team and so forth.Now, for hot leads, call within 48 to 72 hours. I mean, As quick as possible. Offer a warm, friendly touchpoint and a clear call to book if they haven't booked yet. So that means if they signed up, they put their name, number, and you said, I will personally give you a call to get you on the schedule this week.now's the time to call them. Be warm, friendly, and then get to the point. Just give them options. Don't say when are you available? No. Give them options one to two that they can schedule. Now, step five. Here's the big major part you wanna measure and optimize. This is gonna to be everything for you.This is the difference between a random act of marketing and a repeatable system that builds wealth. Community events are only profitable if you can measure exactly what you gain from them. Identify what's working and scale it and eliminate what's not, and save time, energy, and money. track these metrics.Every time without exception, you need to quantify both the top of funnel, that means leads and engagement, and the bottom of funnel appointments and production. Here's what to track. Okay? Leads collected. So total number of new contacts. Who gave you permission to follow up? That means emails, phones, or booked Both Total and source. So if they were booked at the event, track it. If they were warm, they gave you the info, track it. If they were only raffles, track it. Like I said, you can use Cares Stack or Orx their forms that you can use directly on iPads or if you want, you can sync Google Forms to your CRM, right?But tag the event source. So these leads are trackable in future campaigns as well. So that's number one. Leads collected, track it, two appointments booked. Number of appointments scheduled on the day and within the following seven days. So breakdown by onsite bookings, maybe let's just say it was 20 post event bookings via email or text message.And then you wanna track the show rates. Why this matters. This is your true conversion rate. Don't just measure interest. Measure action. Like I tell you before, your practice management software, they may let you segment by source and measure, show rate versus no shows and then revenue generated.Now this is within 60 days total treatment, accepted and paid from patients who came from the event. You don't want to wait six months to evaluate ROI look at hygiene visits, emergency treatment, accepted whitening, or ortho starts, and follow up family bookings. Set up event lead as a referral source in your practice management software, and then run a report after 60 days with that filter.Right now, cost per lead, the formula is total event costs, plus number of quality leads. So example is, let's just say the booth fee was $400. Materials is $300, the total 700, but leads collected was 105. Cost per leads are $6 and 67 cents.Why this matters? It helps you compare this event's efficiency against others. Other things as marketing such as ads, mailers, et cetera. Sometimes you don't have to, majority of the time, I wanna say at least like 80 something percent, you don't have to pay for a boothymaterials, you're gonna get them anyways to hygiene kit in the ground marketing course.I show you exactly how to do all of this just with hygiene kits. Your cost is super low. What I just said right now, the example the booth V $400 materials 300, that's a lot higher. That's a lot higher than I've, ever really done. But we're taking it there because I want you to see the potential.five is return on investment, right? So the formula for the ROI is revenue minus cost. Divided by cost. So the example is revenue generated is $4,000. The cost was $700, like the example we said. So 4,000 minus 700 divided by 700 equals 4.7. So 470% was the ROI. Now this matters because you'll know exactly which events to repeat, which to drop, and which to scale with confidence.Not every event is gonna be a banger. Some events are gonna be like, okay, you know what? We did get a good amount. It's good to, for us to continue that, you know, every quarter and some events are gonna say, oh my gosh, we have to do more. We have to invest more. And that, that we've gotten an incredible amount.Let's back them up. Let's see if we can create our own event with them. And then some events are absolutely fantastic, but they only host 'em once a year, right? Like employee benefits fairs or school events and things like that. But at least you know it's fantastic.The ROI is great and you're locked in for years and years to come. Tool options, right? You can collect these leads with an iPad, Google Forms or Cares Stack, right? Appointment tracking, like I said, you can use. Your practice management software, if you're looking for a new one, like I said, cares Stack and nor sponsors our podcast.So definitely check them out. You get an exclusive discount, and you can check 'em out for free too. Revenue by Source. You want to collect reports right on your practice management software, the metric ROI tracking. You wanna use custom Google Sheets or Airtable or just a way to collect the ROI and then dashboards.You wanna have insights so you can do that with. Your practice management software. I know if you have Cares Stack, I think it's smartview. And then orx is Orx Insights. But you can utilize whatever practice management software you want to utilize,something that will help fantastically with the leads collected appointments booked, the revenue generated.An easy way to track this you can use a software called CallRail. their new sponsor for the podcast. And they're fantastic at what they do. So for example, they have call tracking conversation intelligence. So they transcribe all your calls. And something I think is cool is they convert assist, so they convert leads with AI powered next steps.Coaching and follow up messages. So they'll literally highlight, okay, they were looking for this is a trend we see that all the leads want in the community. Or maybe my tone wasn't the best or what I said, I fumbled here a little bit too much. And that's what caused them to be disengaged in the conversation on the phone or whatever.Right? But primarily they track. lot of great things. So I would definitely use them when you can, not only to figure out how many leads are coming in, where they're coming in from, if they booked appointments, but at the same time see the conversation, see the trends and so forth. And then on top of that, you know, you can track everything else.So if you want, you can check them out for 14 days for free. So what I would do is on your next event that you have coming up, enroll for the 14 days for free. Then after that in your debriefing meeting, okay, let's look at the hot leads, look at all the data generated from Call rail and see where you guys are.if there's any cracks leaking, where you can glue them when it comes to answering the phones converting them, getting them in the practice and so forth. And how many leads came in. I mean, Call role makes it super easy. But definitely I'm gonna put a link in the show notes below if you wanna.Check them out. They help with everything like that, with ROI, tracking, appointment, tracking leads, collection, even improving your front office skills and phones, right? So, Yeah, I do that. Check out CallRail or if you want, you can use Google Sheets or whatever practice management software, system you have, and try to, you know, maneuver it that way.and the key is to debrief after every event. So within 24 to 48 hours of the event, gather your team for a 15 to 30 minute huddle.This is where all the magic happens. This locks in wins, identifies flops and builds your repeatable event engine. Ask these seven questions. What worked extremely well? Not what worked. What worked extremely well? Scripts, offers, games. What got the most attention? Did the magnet, the messenger, the connector shine?Who shined the most? what worked extremely well? Question number two is what flopped or fell flat? Was there a prize that wasn't exciting enough? Did anyone get confused about the offers? Three. Did people understand our messaging immediately or did we need to explain things over and over?Four? Was there any downtime? Track the busy times or slow times, right? For future booth placements, sometimes it's a popping event. Where you decided to set up is not popping. It's not that good. It's in a dead spot of the event. So that's something to keep in mind. Was there any downtime? Five. What questions came up repeatedly from attendees?This reveals content gaps you can fix with signage or handouts. Six. Did any tech or process slow us down? iPad glitches. QR codes didn't load. You know, you wanna fix that immediately. And then seven, how did each team member feel in their role? That's probably one of the most important because they're gonna be your main ones, right?For this whole thing to be successful. So they have to feel super comfortable. And then you wanna build a post event template and you can use a format. Now we do have this format in the ground marketing course. It's for all our members. So if you're remember and you're listening, definitely go check out that format.Download the post event template so you can use it, utilize it all the time. And go from there. If you're not part of the ground marketing course, definitely enroll. I'd love to see you in there. You can go in the show notes below. It's the first link in the show notes below, and you can check out everything that's inside of the course and we continue to add to it all the time.But you wanna continue to do this, track it. Do a post event huddle, repeatable growth engine. That's what this is gonna be. Once you do this three to four times, you'll have a playbook of top performing offers. You'll have a refined booth strategy and a trained team that knows how to execute without micromanagement, and most importantly, you'll have a predictable new patient system.Awesome. So if you have. Any questions or concerns, please feel free to reach out to me on this. But the best way to reach out to me, especially with ground marketing, is being a member of the Ground Marketing course. You can go in the show notes below, click on the first link in the show notes below to check out more, and roll into the course and see everything we have to offer you.And thank you so much for tuning in. I'm excited to see you in the course. And for the next episode. It's ground marketing at schools. What you need to know, we're gonna discuss how to approach schools and offer value to teachers and parents. Alright, thank you so much for tuning in.We'll talk to you in the next episode.

Block scheduling can transform your productivity into profitability. Kiera makes the implementation as easy as 1, 2, 3: Identify your practice's production goals. Design your ideal block schedule. Implement, train, and track. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript kiera Dent (00:02.36) Hello, Dental A Team listeners, this is Kiera. And today, I just really wanted to dive into, are you truly tired of missing production goals? Because if you are, block scheduling is honestly the secret to hitting them consistently with ease. And I know this is something that's talked about so often. So what I wanted to do is I wanted to break this down into three easy steps to make sure that you're able to do this with your team in a fun, effective, and just like overall amazing way for you.   Block scheduling can truly transform your productivity into profitability. And it's something as simple as doing a quick puzzle in your practice where we're able to add the pieces, have an incredible patient experience, incredible team experience, incredible doctor experience. And to me, that's a win-win-win. So for that, these three steps are going to really make it easy for you and your team to...   chunk this down into a tactical practical way. You guys, I'm Kiera Dent, owner and CEO of the Dental A Team, a consulting company where we are committed to not just understanding you, but actually being you. All of our consultants have worked in every position in the practice where we're able to understand what it's like to not be able to hit productivity goals, to schedule with no frustration, to have cancellations that are dropping off on us, to where we know what it's like to lose team members. All of those things are something that our Dental A Team   consultants are experts at and something that I'm really really proud of as a company because I know that when we understand you we're not just coming to you with theories and ideas but actual tips that have been proven, tried, consistent across hundreds of offices in all the states in multiple different countries to make sure that we're giving you guys efficiency that helps your team stay focused. So this is gonna be able to help you guys out and today it's gonna be short and actionable because I want you guys to able to take what we talk about and implement it today.   So step one is going to be identify your practices production goals. Now that what we got to do is we've got to look to see what did our practice produce last year and a healthy standard benchmark is that we want to actually be increasing a minimum of 10 % year over year. We also want to make sure that we've increased our fee schedules every single year and most practices go up about 5%. Now, if you're concerned about that with your fee for service patients or your out of pocket patients, I want to just remind you that this is standard across the board with most businesses to increase 5%.   Kiera Dent (02:14.402) And if you wanna keep those preventative ones out, by all means go for it. I just wanna be able to remind you that by doing so, when we actually send our statements out to insurance and we bill out to insurance, it actually helps the insurance companies determine what the fee should be within our area. So I wanna make sure that we're not missing opportunities and possibly a membership plan could actually help our patients when we're concerned about those preventative services. So make sure that we know what we need to do for that 10 % growth.   make sure we understand how many days we're off in the practice. So I like to go through every single month. What are the vacations? What are the holidays? What are the times off? What are our high and low months across the board? I know for some pediatric practices, our certain months in the year are actually not great, but our summer months are incredible. I know for other areas based on where they are, they get a lot of snowfall in February. So February actually becomes a terrible month for them. There's also other offices where there's a notorious, suck timber or slam dunk September.   where we actually have a dip right after school gets back in session. So knowing those trends are actually gonna be able to know your practice's production goals to be able to hit them successfully. And while yes, this might take a little time for us to go through, map these things out, what it What it it does is it actually helps us go through and see what does our production need to be? How can we realistically hit it based on the days that we're working? What does each day need to be? What does each provider goal need to be for our doctors and our hygienists? And then we're able to actually bring all that information together.   and make a perfect puzzle for us. And then we start to place it into place. So when an office does this, usually I'm seeing a minimum of a 10 % increase, but oftentimes I'm seeing a 10, 20, 30, 40 % increase year over year. I've added multiple millions to practices and our consultants have done as well just by effective block scheduling where we're not increasing the new patients. We're not changing the hours that they're working. We're not adding more days for them to work. We're just being very consistent with how they actually schedule. And it's like I said, it's a puzzle.   I can put in five puzzle pieces of one type, or I can do five different puzzle pieces. Again, I put five puzzle pieces in same amount of time in a day, but I'm actually able to make a thousand dollars versus a $5,000 a day. It was crazy. had an office that I went into and I remember they had never been scheduled to 10, $10,000 in a day. And so when I went in and I showed them, here's how we can actually do 10,000, I scheduled them to 10,000 the next day. What was wild was the day I was there, they were producing 4,000.   Kiera Dent (04:35.778) The next day I scheduled them to 10,000 showing them how to do this. And at the end of the $10,000 day, they looked at me high-fiving. We were out the door on time and they said, Kiera, that was actually easier than our day was yesterday when we only produced 4,000. And I said, it was just with blocks. It was just with us being strategic of where we put people as being intentional. And from there, we were actually able to be productive. So just helping you guys see, we've got to figure out what our specific production goals are before we restructure the schedule. That's step number one.   Step number two is design your ideal block schedule. Some doctors like to start early in the day with a crown. Some like to start later in the day with their crowns. Whatever it is, we need to design it of where do we actually want these to be? And I like high value, follow ups, zero dollar appointments. And instead of just saying a crown, I actually like to build a block schedule based on dollar amounts. Like I said, it's puzzle pieces. So that way if a crown or a quad of fills comes through, I know there are 1500 or a thousand, whatever it is, they're going into this block.   Blocks are held for us for 24 to 48 hours, pending upon your practice to make sure we're able to put the puzzle piece in that we want. We're able to actually map it out and we're able to then tell patients when they're coming up, hey, Dr. Smith likes to do crowns in the morning. I have an eight o'clock or a nine o'clock on Monday or Wednesday, which do you prefer? Now I'm not asking the patient, where do you wanna go? I'm literally asking the patient, this is what we do. This is where I can put you. This is how we do it. What works best for you?   We actually eliminate a lot of the excuses. We eliminate a lot of the frustration and we're directing and guiding the patient rather than trying to come back after they've told us they want a four o'clock when our doctor really doesn't do crowns at four o'clock. This is going to help you exponentially build the blocks. Also, I'm not putting implants and fillings next door to each other because that can get tricky. I'm not doing two crowns back to back where I can't see it. We're literally building a puzzle that our doctors can actually do. All of us get our lunches. All of us get out on time.   Doctors can get over to their hygiene exams. So I'm also then playing Sudoku across the board where I've got my doctor procedures, my new patients and my SRPs. Square up your SRPs and your implants. So that way the doctor can literally get the implant done and not have to go do the hygiene checks. It's a way for us to truly make a puzzle that's 80 to 90 % effective and efficient. So when we do that, that's step two of design our ideal block schedule and build that out. Now, the way I do this is I draft block schedules in Google Sheets.   Kiera Dent (06:58.242) So in Excel, map it out of what the perfect amount is, put the dollar amounts there of what this is actually going to equate to for the day, and then figure out where my hygiene blocks need to be. I need to also figure out the number of new patients that we're seeing, the number of SRP and the number of perio maintenance blocks that I also need to add into my schedule to make sure I have enough hygiene hours to accommodate the patients that we have in there. So that's in how we're gonna draft this up. So that's gonna be what you'll need to do next is draft a block schedule template for your practice that will actually be effective.   And then step three is to implement it, train our team and track our progress. So what we do is we then go put it into place. I understand that hygiene is usually blocked out six months. And so that does take a little bit longer to get into place, but our doctors can get their blocks put in right away. And we need to train our team, put those blocks in, educate them of what do we do when a patient wants a four o'clock, but we only do crowns at two o'clock. And I want to just remind you that an ideal schedule for our doctor is an amazing schedule for our patients.   us being on time, us being happy as a team, us having our doctor fresh and prepped and ready to go is so much better for these patients than us like trying to shove them in because the reality is patients can adapt the schedule as long as we're using our words, which are free to be able to put our patients where we want them to go. So how do we do this? So we host a team meeting, we explain the block schedules, we assign a point person who's going to oversee and implement, and then we actually help them make sure of...   What happens when we put this in a block when we're not supposed to? What's the follow-up? And I really get offices to work on this for six weeks to two months where we are rock solid on this. And then we come back and we adjust it after that. So when I've done this, there was an office and they were producing about 2 million a year. We put in block schedule, like I said, no extra days, no extra time. So we went from 2 million up to 3.5 million simply by being effective with our time with block schedules. To me, that's a wild growth. We have gone   Exponentially, we've gone from 2 million to 3.5 just by putting these blocks in. were like, Kiera, patients are happier. Our team is happier. We're having our lunches on time. Our doctors are getting out on time. And to me, I just feel if those are the wins, then amazing, this is worth it. So for you getting your team excited about it, helping them see like, understand teams don't like change. Why do you think I love being the Dental A Team where we do this in a fun and effective way? I love to do this because I help teams see what's possible when it feels impossible.   Kiera Dent (09:18.488) helping them see where we can create ease when there's chaos, helping them see how we can be more efficient rather than cumbersome. So the reality is block scheduling is going to change your life. It's going to help you be effectively productive. It's going to help you hit your goals with ease. One of my favorite quotes is by Walt Disney where he says that he was able to create predictable magic because of the systems behind the scenes. And so for you to be able to create predictable production with the systems behind the scenes of block scheduling to me is a gift that you can give yourself and your team this year.   So what I want you guys to know is this is going to honestly simplify your productivity and give you guys goals to be able to hit them with ease. You don't have to be perfect. We have those snow days. We have the slow summer days. We have the December that's only two weeks. We have all these different things put in so we know exactly what we need our blocks to be. And then we're able to hit our goals with ease and more consistency. I really don't love having success be happenstance where I'm like, will I get it or will I not? I like your success to be inevitable. And I believe that block scheduling is one of the greatest ways to do that.   So if you're interested, DMS or email us for a free block scheduling template, Hello@TheDentalATeam.com And as always, you guys, this is how we're able to help you run a successful dental practice with ease. I don't believe that running a practice should be hard. I believe that this could be easy. And I want you just to ask yourself, what if it could be easy? How would you feel? How would your team feel? How would your patients feel? Because that can be a reality. This is what the Dental A Team does. And if that's helpful for you, reach out. Hello@TheDentalATeam.com And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.