Podcasts about kpis

Dots Oyebolu and Cory Henke, Founder and CEO of Variable Media, discuss modern paid media intelligence. Cory shares insights from his journey via major agencies and platforms to build a data-first paid media agency. He unpacks the challenges and philosophies around attribution and campaign measurement and explains how business intelligence tools like Power BI help brands unlock deeper visibility into what really drives performance. Key Takeaways:(01:20) Cory's marketing journey.(04:36) Marketers who rely solely on in-platform data miss the bigger picture — merging CRM, web analytics and ad platforms reveals deeper insights.(07:51) Cory believes that attribution is unsolvable because great outcomes stem from many variables.(09:50) In a dynamic ad landscape, Cory emphasizes having a conservative projection and a flexible testing strategy.(11:16) For new brands, organic growth should precede paid media — proving demand without ad spend is key to long-term success.(13:03) Attribution models are biased by platform incentives; YouTube, for instance, creates halo effects that platforms often credit to search.(16:28) Cory's team customizes attribution by extracting campaign data from multiple platforms, merging it via Power BI for clearer performance storytelling.(21:31) CPM is Cory's favorite marketing metric — unlike other KPIs, it reveals raw costs and helps evaluate the efficiency of reach, regardless of engagement.(27:42) Staying top of mind and testing new formats is key as digital advertising continues to evolve beyond traditional performance metrics.Resources Mentioned:Cory Henkehttps://www.linkedin.com/in/coryhenke/Variable Media | LinkedInhttps://www.linkedin.com/company/variable-media/Variable Media | Websitehttps://variable.media/Power BIhttps://www.microsoft.com/en-us/power-platform/products/power-biCory Henke on Twitterhttps://twitter.com/CoryHenkeInsightful Links:https://online.mason.wm.edu/blog/data-analytics-in-digital-marketinghttps://www.akkio.com/post/business-intelligence-in-marketinghttps://www.netsuite.com/portal/resource/articles/erp/business-intelligence-strategy.shtmlThanks for listening to the “Marketing Leadership” podcast, brought to you by Listen Network. If you enjoyed this episode, leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.We appreciate the enthusiasm and support from our community. Currently, we are not accepting new guest interview requests as we focus on our existing lineup. We will announce when we reopen for new submissions. In the meantime, feel free to explore our past episodes and stay tuned for updates on future opportunities.#PodcastMarketing #PerformanceMarketing #BrandMarketing #MarketingStrategy #MarketingIntelligence #GTM #B2BMarketing #D2CMarketing #PodcastAds

#updateai #customersuccess #saas #businessRachel Tsui, the ex-Head of CS at Komodo Health, joins hosts Jon Johnson and Josh Schachter to dive deep into the intricacies of customer success. Rachel highlights the innovative use of healthcare data to identify patient trends and enhance service delivery. The conversation explores how Komodo's customer success team navigates post-sales processes, strategically collaborates with account management, and the essential role of data-driven decisions. Jon and Rachel also delve into career growth challenges, touching on the balancing act of flat organization structures, professional development, and the evolving expectations of newer workforce generations. Join us for a captivating journey through customer success strategies, organizational dynamics, and how they shape the future of innovation at Komodo Health.Timestamps0:00 - Preview, & Intros7:30 - CS at Komodo Health 10:28 - KPIs for customer success at Komodo12:00 - Plans and Priorities 13:22 - Focusing on separating support from CS activities16:03 - Managing expectations around promotions20:06 - Navigating career growth23:50 - Cross-functional collaboration and tools for knowledge sharing___________________________

Send us a textUnlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast TodayHave Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast!“What challenges you today makes you strong and better tomorrow.” -John HornExclusive Insights from This Week's EpisodesIn this explosive episode, digital advertising expert John Horn reveals the hidden flaws tanking most campaigns and what to do instead. As the CEO of Stub Group and a top-tier Google Ads partner, John pulls back the curtain on paid media and shows you why even smart entrepreneurs are wasting money without realizing it.00:02:00 — John's origin story and the founding of Stub Group00:05:00 — Why most businesses struggle with paid digital ads00:09:00 — Why Google isn't going away—but how it's changing fast00:11:15 — How to reverse-engineer AI search results to dominate00:13:00 — The danger of chasing buzzwords like "AI" without strategy00:18:30 — Raw, authentic video vs. high-end production—what converts00:27:00 — What to look for in a digital agency (and red flags to run from)00:30:15 — The truth about ad KPIs—and the only metrics that really matter00:35:00 — The hidden risk of building your business on a rented platform3Click here for full show notes, transcript, and resources:https://podcast.deepwealth.com/446Essential Resources to Maximize Your Business ExitLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do AUnlock Your Lucrative Exit and Secure Your Legacy

In this episode of Supply Chain Now, Scott Luton sits down with Billy Ray Taylor, CEO and President of LinkedXL, to explore the foundational principles behind high-performing supply chain organizations. Drawing on his decades of leadership at Goodyear and his work with industry teams today, Billy Ray shares how speed, clarity, and connected systems drive real, measurable change.He breaks down five timeless yet urgent considerations for modern leadership—from rethinking KPIs as KPAs, to cultivating ownership and alignment across the organization, to architecting operating systems that empower people at every level. As Billy Ray says, “Speed is the currency of leadership”—and in today's rapidly evolving world, it's not just a competitive edge, it's a necessity.Jump into the conversation:(00:00) Intro(03:59) Billy Ray's career journey at Goodyear(07:05) Key lessons from turnarounds(10:52) Current endeavors and LinkedXL(15:48) The importance of execution over strategy(19:06) Speed of execution as the new competitive advantage(22:08) The double-edged sword of modern business(22:59) Customer loyalty and speed(23:38) The role of clarity and ownership(28:15) Leadership presence in the digital era(35:01) The connected business modelAdditional Links & Resources: Connect with Billy Ray Taylor: https://www.linkedin.com/in/billyrtaylor/ Learn more about LinkedXL: https://www.linkedxl.com Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Supply Chain Orchestration with SAP: https://bit.ly/4jFJn9qWEBINAR- In Chaos We Create: Bridging the Critical Raw Materials Gap Through Strategic Convergence: https://bit.ly/459BzIQWEBINAR- When to Walk Away from Warehouse AI - and When to Go All In: https://bit.ly/4dFgCYqThis episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/five-key-driving-organizational-change-2025-1439

If you're tired of being the first one in, the last one out, and the only one who knows what's going on, this one's for you. Danny Kerr, co-founder of Breakthrough Academy, has helped thousands of contractors escape the daily grind and build businesses that actually run without them. In this episode, he unpacks what that transition really looks like and how to structure your company for long-term growth. We're talking smart org charts, clear roles, job costing that tells the truth, and KPIs that create accountability so you don't have to chase people down. Plus, Danny is giving away 8 of BTA's most valuable tools for free. If you want more time, more control, and a business that doesn't need you 24/7, hit play. You don't just have to imagine an organized business. Danny's giving you 8 FREE TOOLS to build one. Download them here:  https://trybta.com/LightingForProfits

If C-players in most industries are getting replaced by AI, why won't this happen with therapy?Itamar breaks down why the therapy industry is broken, how AI will expose big parts of it, and why emotional baggage plus zero KPIs equals stagnation, not healing.You'll hear:Why AI's lack of emotional wounds can make it more effectiveHow therapy often turns into paid validation, not progressThe real split coming: truth-seekers vs. validation-seekersThis isn't about feelings. It's about results.*Pre-order Itamar's book "Elite Performance" at https://itamarmarani.com/book/If you're ready to get unstuck and take both yourself and your business to the next level, apply to The Arena here: https://itamarmarani.com/applyGet the Extreme Clarity Tool To Uncover The #1 Action To Grow Your Business: https://itamarmarani.com/claritySign up for “3 Quick Ideas Tuesday” (weekly 2 minute newsletter around mindset and emotional fortitude): https://itamarmarani.com/3-ideas/

ABM strategies often fail due to poor measurement and data unification. Nadia Davis, VP of Marketing at CaliberMind, shares her expertise in building effective account-based marketing frameworks from scratch in SMB organizations. She explains how to transform failing ABM programs by aligning sales and marketing KPIs, evolving metrics from reach to revenue over time, and implementing a phased approach that starts with small pilot programs before scaling. Show NotesConnect With: Nadia Davis: Website // LinkedInThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What does it take to shift from a struggling solo attorney to a CEO leading a thriving full-service law firm? Learn how authentic leadership transformed one law firm from solo practice to thriving law firm. In this episode of Great Practice, Great Life®, Steve sits down with Ross Albers, CEO of Albers & Associates in Timonium, Maryland. Ross shares his inspiring and raw journey—from getting fired just days before his wedding to building a successful law firm with 13 attorneys spanning multiple practice areas. His story is a powerful reminder that setbacks can become the foundation for future success with the right mindset and strategy. Ross opens up about his early days practicing criminal law and accepting low-fee cases. Instead of staying stuck in survival mode, he adopted a new perspective—one rooted in long-term business growth. That shift led him to evolve from lawyer to leader, transforming his role and his firm in the process. We examine the fundamentals of leadership and team development within the context of a law firm. Ross shares how creating clarity and accountability among team members has been crucial in fostering a high-performing environment. He emphasizes the power of structured feedback and regular communication, drawing inspiration from leadership heavyweights like John Maxwell. With insights on the importance of KPIs and well-defined onboarding processes, Ross illustrates how these elements contribute to cohesive and efficient firm operations. His personal experiences underscore the importance of aligning processes across various practice areas to achieve both cultural and financial success.  Ross also shares what it takes to scale a law firm without sacrificing your personal life. He speaks candidly about building trust, leading by example, and staying committed to continuous growth. Whether you're managing a solo practice or leading a growing firm, Ross's journey offers a roadmap for evolving from overwhelmed attorney to purpose-driven CEO. Tune in for actionable strategies to build a firm that reflects your values, supports your life, and fuels your biggest dreams. In this episode, you will hear: Ross Albers' journey from being fired to leading a successful law firm Importance of authentic leadership in scaling a law practice and developing high-performing teams Creating a culture of clarity and accountability with regular feedback and clear KPIs Weekly performance reviews as a tool for maintaining team progress and addressing underperformance Structured training and onboarding to enhance firm efficiency and cohesion Leadership development through continuous learning and embracing thought leadership principles Encouragement to dream big, take action, and persist in achieving professional and personal success Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If there's a topic you would like us to cover on an upcoming episode, please email us at steve.riley@atticusadvantage.com. Supporting Resources: Ross Albers: www.rossalbers.com/our-team/ross-w-albers Albers & Associates: www.rossalbers.com Ross Albers LinkedIn: www.linkedin.com/in/ross-albers-a7b2b183 Team Leader Certification Program: atticusadvantage.com/law-firm-team-leader-certification (Get $500 off your Team Leader Certification Program! Use code: TLC500) The 21 Irrefutable Laws of Leadership: Follow Them and People Will Follow You by John C. Maxwell: www.amazon.com/21-Irrefutable-Laws-Leadership-Follow/dp/1400236169 EntreLeadership: 20 Years of Practical Business Wisdom from the Trenches by Dave Ramsey: www.amazon.com/EntreLeadership-Practical-Business-Wisdom-Trenches/dp/1451617852 Lead to Succeed: 10 Traits of Great Leadership in Business and Life by Rick Pitino: www.amazon.com/Lead-Succeed-Traits-Leadership-Business/dp/0767903420 The Go-Giver, Expanded Edition: A Little Story About a Powerful Business Idea by Bob Burg and John David Mann: www.amazon.com/Go-Giver-Expanded-Little-Powerful-Business/dp/1591848288 The Energy Bus: 10 Rules to Fuel Your Life, Work, and Team with Positive Energy by Jon Gordon: www.amazon.com/Energy-Bus-Rules-Fuel-Positive/dp/0470100281 Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Marketing expert Seth Greene joins host Bradley Hamner to share powerful strategies for small business owners looking to elevate their operations beyond day-to-day tasks. From his unique journey as a musical theater student turned marketing authority, Seth reveals how direct response marketing principles can transform businesses and why understanding your target market is crucial for sustainable growth.Seth Greene is the founder of Market Domination LLC, a direct response marketing agency he's operated for 18 years. He co-hosts the Sharkpreneur podcast with Kevin from Shark Tank and transformed his own career using Dan Kennedy's marketing principles, going from last-ranked advisor at a Fortune 500 company to top 30 nationwide in just two years.Seth emphasizes that successful marketing starts with a fundamental principle from Dan Kennedy: "The business that can spend the most to acquire a customer wins." This shifts focus from traditional brand building to measurable, direct response marketing that delivers trackable results.Understanding Your Target MarketThe conversation highlights the critical importance of knowing where your audience spends their time. Seth advises business owners to "fish where the fish are" by selecting marketing platforms based on actual audience demographics rather than personal preferences or popular trends.Self-Liquidating Offers (SLOs)One of the most powerful strategies discussed is the concept of getting paid to acquire customers through Self-Liquidating Offers. This approach allows businesses to offset customer acquisition costs while building their customer base.The Trust ChallengeSeth addresses the modern marketing challenge of decreasing consumer trust and longer sales cycles. He stresses the importance of middle-funnel nurturing processes and fixing operational issues before scaling lead generation efforts.Lead Magnets That WorkThe discussion covers creating effective lead magnets that are "useful but incomplete" - providing genuine value while naturally leading prospects toward your paid offerings.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!

ABM strategies often fail due to poor measurement and data unification. Nadia Davis, VP of Marketing at CaliberMind, shares her expertise in building effective account-based marketing frameworks from scratch in SMB organizations. She explains how to transform failing ABM programs by aligning sales and marketing KPIs, evolving metrics from reach to revenue over time, and implementing a phased approach that starts with small pilot programs before scaling. Show NotesConnect With: Nadia Davis: Website // LinkedInThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This and all episodes at: https://aiandyou.net/ . What does the ideal integration of humans and technology look like in business in the future? Nada Sanders calls that a “Humachine.” She is a thought leader and expert in forecasting and human-technology integration, has an MBA and a PhD in supply chain management, and is an expert in digital transformation. She is author of seven books, including The Humachine: Humankind, Machines, and the Future of Enterprise, and is a Fellow of the Decision Sciences Institute. In 2022 she was awarded the prestigious Robert D. Klein Lecturer Award by Northeastern University. In part 2, we talk about intentionality, integration, implementation, and indication, what to digitize in digital transformation, KPIs and other indicators of success in an AI-first business, and how culture needs to shift in the enterprise. All this plus our usual look at today's AI headlines. Transcript and URLs referenced at HumanCusp Blog.        

Today, we sit down with Supersonic's Samantha Benjamin and Guy Agiv to discuss the hit game Screw Master 3D. From adapting trends out of China to hybrid monetization tricks and creative secrets, this episode is packed with actionable insights for anyone in mobile gaming.What you'll learn:How Screwmaster 3D's physics-puzzle and meta layers drive insane engagementThe models and tactics behind maximizing eCPMs and LTV in ad-heavy gamesThe secret to rapid adaptation, culturalization, and scaling trends globallyA-B testing, skip-its, and boosters—hybrid casual best practices for monetization without killing UXCreative production at Supersonic: data-driven, AI-boosted, always iteratingThe new era of hybrid casual is ruthless: if you want to compete, you need to move fast, master ad monetization, and out-iterate everyone on creative and product. Screwmaster 3D is proof that the real money is in the details.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/OmGzUDUiPsQJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Screw Master 3D02:37 Game Mechanics and Design Insights05:39 Adapting for Global Markets08:38 User Engagement and Retention Strategies11:50 Monetization Strategies and Challenges14:33 Future Developments and Game Evolution26:56 Balancing Game Difficulty and User Engagement27:50 Analyzing User Metrics and Revenue Streams29:09 Retention Rates and User Engagement Strategies31:09 Ad Monetization Strategies and User Experience35:34 Optimizing Ad Experience and User Segmentation40:14 ECPM Management and Ad Impression Strategies45:26 Implementing Skip It Feature in Game Design49:19 User Acquisition Strategies and Channel Mix52:44 Channel Mix and Budget Allocation55:43 The Power of Playable Ads01:00:21 Creative Testing and Iteration Strategies01:01:53 Balancing Playable Lengths for User Engagement01:05:00 Testing New Channels and Creative Strategies01:12:19 Exploring New Channels for Growth---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

Tu fais les choses une fois et tu te dis que "de toute façon ça ne marche pas pour moi" ? Tu DOIS écouter cet épisode toute urgence

Support the show:https://www.paypal.me/Truelifepodcast?locale.x=en_USBuy Grow kit: https://modernmushroomcultivation.com/This Band willl Blow your Mind! Codex Serafini: https://codexserafini.bandcamp.com/album/the-imprecation-of-animaSabba NazhandListen up, beautiful strangers and corporate pilgrims, because this ain't your TED Talk and it sure as hell ain't your quarterly earnings call.This is the last sermon at the bus stop—the one they told you not to listen to.The one where the preacher's barefoot, bleeding a little, laughing a lot, telling you that your KPIs are killing your soul and your ROI is just another name for fear of dying broke and unnoticed.And standing at the corner of this psychedelic crossroads is Sabba Nazhand.He's not here to scale your company.He's here to scale your consciousness.Or maybe tear it down to the studs and ask you why you built it in the first place.Sabba's not your sanitized startup hero.He's the guy smuggling soul across the borders of AI, startups, and altered states—wearing the dust of Burning Man on his face, carrying the ghost of a blood transfusion in his veins, and whispering heresies into the ear of anyone still awake in this zombie economy.From the blood-soaked streets of Tehran to the glass temples of Silicon Valley, Sabba's been playing both sides—tech and mystic, mentor and madman, capitalist and cosmic fool. He's led teams, advised startups, burned through playbooks, and emerged on the other side with only one message:“If you're still measuring success in metrics, you're already dead.”This ain't about products.This is about prophets.This is about dismantling the assembly line of your life, and replacing it with a playground of the possible.This is about ROI becoming R.O.I.—Return On Inner-fucking-anarchy.So light a match, kiss your five-year plan goodbye, and let Sabba take you somewhere your HR department doesn't have a policy for.This is the conversation at the end of the world.And you're late for the bus.http://linkedin.com/in/sabbanazhandhttps://www.joinsafar.com/ Support the show:https://www.paypal.me/Truelifepodcast?locale.x=en_USCheck out our YouTube:https://youtube.com/playlist?list=PLPzfOaFtA1hF8UhnuvOQnTgKcIYPI9Ni9&si=Jgg9ATGwzhzdmjkgGrow your own:https://modernmushroomcultivation.com/This Band Will Blow Your Mind: Codex Serafinihttps://codexserafini.bandcamp.com/album/the-imprecation-of-anima

This week on GTM Live, Carolyn sits down with Megan Bowen, CEO of Refine Labs, to unpack why so many B2B companies are pouring budget into paid media, and still missing revenue targets.They break down what's really going wrong: not too much paid media, but too much spend on a strategy that doesn't convert. Pipeline is down. Revenue is down. And yet, the response is often to spend more, not better.You'll hear why performance marketing often fails to deliver real outcomes, how misaligned KPIs drive bad decisions, and what separates newer, agile companies from legacy players still running outdated GTM playbooks.Megan shares insights from working with dozens of growth-stage companies and how leadership mindset, speed of iteration, and willingness to challenge old assumptions can make or break your demand strategy.If you've been trying to defend paid spend, or wondering why results are flat despite doing “all the right things”, this episode is for you.Key topics in this episode:Why paid media often fails to convert to pipeline or revenueThe difference between new-school and old-school GTM teamsWhy optimizing for MQLs leads to the wrong outcomesHow to rethink measurement for real demand captureWhat high-performing growth teams do differentlyThis episode is powered by ⁠⁠Passetto⁠⁠. We help high-growth and equity-backed companies turn GTM data into better decisions, faster. We unify your GTM and financial data, identify your growth levers, and help you scale. Part SaaS, part advisory. Visit ⁠⁠passetto.com⁠.

In this episode of "The Roofer Show," host Dave Sullivan interviews Jon Starry, owner of Steadfast Roofing in Tampa Bay, FL. Jon shares his journey from IT to roofing, highlighting the company's rapid growth, the importance of in-house crews for consistent quality, and leveraging technology like CRM systems and virtual assistants. He discusses effective lead generation, job costing, and building a strong company culture. Jon also offers practical advice on cash flow management, sales incentives, and continuous learning, providing valuable insights for contractors aiming to grow and improve their roofing businesses. Tune in to hear more!What you'll hear in this episode:Transition from IT to the roofing industryImportance of customer service in business growthLead generation strategies and techniquesBuilding a strong online presence and utilizing SEOSignificance of having a robust CRM systemManaging cash flow and financial planningTracking key performance indicators (KPIs) for marketing effectivenessCreating a positive company culture to retain talentImplementing effective project management and communication strategiesEmphasizing quality control and consistency in work standardsResources:Steadfast RoofingCheck out this episode on our YouTube channel at @DaveSullivanRooferShow or use this link - https://www.youtube.com/@DaveSullivanRooferShowBe sure to subscribe, like, and comment!Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-call.Interested in learning more about our 1-on-1 coaching, mastermind groups, or fractional CFO services? Email me or send me a text at (510) 612-1450.No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors: https://theroofershow.com/planThe Roofer Show's Vetted SponsorsAutomate your follow-up process and close more sales with ProLine. Get started for FREE at https://useproline.com/?via=roofercoach. Use promo code DAVE50 for $50 off your first month's service!Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month's service: ruby.com/roofershow.SMA Support Services fills a need by empowering contractors to simplify and optimize their operational processes with virtual assistant services. Explore what a virtual assistant can do for your contracting business. Let SMA do the hiring, training, and onboarding. Check out SMAsupport.us (Tell them Dave sent you.)

Jason Barbee is a plumbing technician who didn't just sell — he installed nearly $1M in residential plumbing last year. Even more impressive, Jason is a 5-time Plumbing Sales Crown Champion; he's 26 years old and already sold & installed over $4M in residential plumbing in his short career. From humble beginnings helping his future father-in-law lift water heaters, to dominating full-service residential calls today, Jason shares the real story behind his rise — and the mindset shifts that changed everything.  In this episode, you'll hear: How Jason builds trust on every call — and turns “quick fixes” into whole-home inspections Why he never solves the problem before he arrives — and how that helps him keep his mind open His secrets to handling drain cleaning calls like a superhero (and turning panic into profit) The role of empathy, education, and options in what some call “upselling” — but Jason calls “doing the job right” How following the CertainPath 6-step process helped skyrocket his KPIs from $16K to $404K in less than a year Jason's favorite lines for introducing water heater replacements — even when that's not why he was called His unique strategy for earning customer permission to inspect and price the entire home's plumbing system Why training, role-playing, and DISC profiling are non-negotiables in his shop's daily culture How financing and well-structured options helped close $10K–$15K+ jobs with less resistance What younger techs can do TODAY to start writing their own ticket to success — no shortcuts, just clarity  If you're a service tech, manager, or business owner, this is a masterclass in modern residential plumbing service — packed with actionable takeaways and honest insights from someone who's doing it at the highest level.  Don't miss this inspiring, practical conversation with one of the industry's top performers.  Show Notes The Successful Contractor Podcast is a part of the CertainPath family.  CertainPath builds successful home service businesses—and has for 25 years.  We do it by providing contractors with a proven path to success, professional coaching, software solutions, and a member community of 1,200+ strong. Doubling your sales, with a 20% net profit, and an inspiring company culture is ALL possible.  Let us show you the way. With CertainPath, Success is Made Certain. Visit www.mycertainpath.com for more information.   FOLLOW CERTAINPATH: Facebook: https://www.facebook.com/CertainPath Linkedin: https://www.linkedin.com/company/certainpath Instagram: https://www.instagram.com/certainpath/ 

In this fourth installment of the five-part "Scale Milestones" series, Bradley explores the critical importance of leverage in business through executive assistants and AI tools. He emphasizes how business owners can "buy back their time" to focus on high-value activities that truly grow their businesses.The Three Dimensions of Business OwnershipBradley references Michael Gerber's "The E-Myth" and expands on the concept with three dimensions:In the business - Day-to-day operationsOn the business - Strategic planning and developmentAbove the business - Higher-level perspective and visionExecutive Assistants: From Luxury to NecessityBradley's Core Philosophy:"If you don't have an EA, you are one and you didn't start your business to be an EA."Recommended Resources"Buy Back Your Time" by Dan Martell - Bradley's top 5 most recommended books"The E-Myth" by Michael Gerber - Referenced as inspiration for the podcast nameVarious AI tools and subscriptions (Bradley stays current with cutting-edge options)Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!

Patagonia isn't just scaling mountains. They're scaling through affiliate strategy.  This episode's guest, Cricket Treanor, went from the sales floor to HQ's affiliate marketing program. At Patagonia, their mission is centered on the environment, and their clientele is adventurous. So, when it comes to partnerships, they're thinking outside the box: cash back with Rakuten, listicles of the “best jackets”, and speaking out about social issues, to name a few. What should you do as a brand when you don't lean heavily into loyalty and deals?  And, Cricket debunks some misconceptions about the affiliate space. It's more than just loyalty; it's really brand awareness. Affiliates aren't taking sales away from other channels. Where do they fit into the marketing funnel?  Plus, Patagonia is more than just selling products, they're aiming to bring environmental awareness and sustainability efforts to their audience. How does the buy-back program contribute to KPIs? In a world of overconsumption, how do you get customers excited about new products when overconsumption contradicts the brand mission? If you're a marketer who wants to learn more about how partnerships, affiliate strategy, and digital marketing all play a role in scaling, this is the episode for you.   Let's face it—consumers don't trust ads, but they do trust their favorite creator, that go-to review site, or a friend's recommendation. That's where impact.com comes in. As the leading partnership management platform, impact.com helps brands turn creators, affiliates, and even loyal customers into powerful growth channels. Because in today's world, the real buyer's journey isn't a funnel—it's a group chat. Visit impact.com/millennial and take your marketing to the next level! Follow Cricket: LinkedIn: https://www.linkedin.com/in/cricket-treanor-836515114/ Follow Daniel: YouTube: https://www.youtube.com/@themarketingmillennials/featured Twitter: https://www.twitter.com/Dmurr68 LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

In episode #284, let's break down AI ARR. As artificial intelligence transforms SaaS business models, a new metric is gaining traction: AI ARR (Artificial Intelligence Annual Recurring Revenue). But what exactly is AI ARR, how do public SaaS companies define it, and why should private SaaS operators care? In this episode, Ben Murray dives deep into how companies like Verint Systems are reporting AI ARR in their earnings and press releases. Ben breaks down the nuances of these definitions, the implications for SaaS valuation, and what founders, CFOs, and GTM teams need to know to stay ahead of the curve. Key Topics Covered What Is AI ARR? Understand how public companies define AI-based recurring revenue and what makes it distinct from traditional ARR or subscription ARR. Case Study: Verint's AI ARR Disclosure Learn how Verint, a customer and communication automation platform, separates AI ARR from Subscription ARR, and why AI now accounts for 50% of its recurring revenue. Run Rate vs. Recognized Revenue Explore the concept of “annualized quarterly run rate” and why some AI ARR definitions include overages and signed (but not yet active) SaaS contracts. Why AI ARR Matters for SaaS Metrics & Board Reporting Discover how AI ARR can become a key growth driver metric, especially for AI-first SaaS platforms or tools with significant AI adoption. Benchmarking and Financial Transparency Trends Understand why SaaS companies are simplifying metric reporting and focusing on high-signal KPIs like AI ARR for investors and stakeholders. Who Should Listen This episode is a must-listen for: SaaS founders and CEOs scaling AI-powered platforms CFOs and FP&A teams defining KPIs for board decks SaaS investors tracking AI monetization trends RevOps and metrics leaders modernizing dashboards Anyone serious about becoming a SaaS metrics expert Why This Episode Matters As SaaS businesses race to integrate and monetize AI, understanding how to measure, disclose, and leverage AI ARR could be your edge in strategic planning, fundraising, or M&A. SaaS Metrics School isn't just about numbers—it's about empowering you to lead with data. Subscribe & Follow Never miss an insight from the top SaaS metrics podcast. Join our SaaS community. https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

Your dental practice is only as strong as the people behind it—and if you're not shaping your culture with intention, someone else is. In this episode, we dive into what it really takes to create a happy, high-performing team that grows your practice from the inside out. To help us reframe how we approach leadership and growth, I'm joined by Bianca Dornan, founder of Practices Made Perfect. With 20+ years of in-the-trenches consulting experience and a hands-on approach that's reshaped practices across North America, Bianca brings rare clarity to the chaos many dental teams face. We cover everything from hiring strategies and training systems to retention KPIs and creating a “no gossip” culture where your team actually thrives. Whether you're an overwhelmed owner or a team leader struggling to keep morale up, this episode offers a roadmap to building the kind of dental practice where both your team and your patients want to stay. In this episode, we explore: ✅ The real reason culture fails—and how to rebuild it intentionally ✅ How to hire based on values (not just skill) ✅ What it really costs to train a new employee—and why training should never stop ✅ The connection between low patient retention and untrained front-desk teams ✅ Why your current treatment plans might hold millions in lost revenue ✅ How to turn your team into your best strategic asset — Key Takeaways 00:41 Introduction and Sponsorships 03:15 Meet Bianca Dornan: A Dental Consultant's Journey 04:00 Understanding Practice Culture and Its Importance 10:47 Strategies for Improving Practice Culture 13:56 The Importance of Continuous Training 18:13 Patient Retention: A Key Performance Indicator 26:43 Hiring the Right Team Members 31:21 Upcoming Event: Unoia Retreats 36:20 Lightning Round Q&A 39:00 Conclusion and Final Thoughts   — Connect with Bianca:

Jordan Chavez shares a proven coaching framework to unlock what motivates your reps, build targeted skill plans, and dig deep with the ‘5 Whys' to fix what's really holding them back.

Your sales team just closed a $50K deal. Marketing takes credit because the prospect downloaded three whitepapers. Sales takes credit because they nurtured the relationship for six months. Meanwhile, you're wondering why this kind of success feels so random—and why similar prospects are slipping away. Companies with misaligned sales and marketing teams waste more leads and see annual revenue decline. But businesses that achieve true alignment? They close more deals and grow revenue faster year-over-year. The difference isn't talent, budget, or market conditions. It's whether your marketing and sales teams are pulling in the same direction or accidentally sabotaging each other. Clashing Departments Can Crash Your Bottom Line The consequences of misalignment between sales and marketing are significant. One common side effect is sales teams complaining about the quality of leads generated by marketing, often dismissing them as "bad leads."  Another issue is messaging. Marketing can be blind to the value propositions that are working for sales if they do not understand the sellers' pitches and approach to closing deals. Their messaging is stale and ineffectual, completely disconnected from where sellers are finding success. When marketing and sales have different metrics or goals, it leads to a breakdown in communication and a lack of shared understanding. That misalignment hampers productivity, damaging morale and impacting your bottom line. Start With the Customer Journey The most important aspect that sales and marketing need to align on is the customer journey. This involves mapping out every touchpoint—from initial awareness to final purchase to customer retention.  Map the customer journey together—then act on it. This shared blueprint reveals exactly when prospects are ready for direct outreach versus when they need more nurturing. The payoff is immediate: Marketing delivers leads at peak readiness, while sales focuses their time on prospects most likely to convert. When both teams operate from the same customer journey map, handoffs become seamless and conversion rates climb. Tackle Sales Objections Together Every sales professional understands that the path to a closed deal is rarely a straight line. It's often a zig-zag through questions, doubts, and hesitations from prospects. Marketing's role is to help develop messaging and collateral assets that help the sales team deal with these objections. This includes essential resources like case studies, white papers, product demonstrations, and ROI calculators. With the support of marketing materials, sellers have the resources to back up their pitch, highlight benefits, and keep buyers engaged. Most teams fail to communicate. Marketing creates polished but generic materials that sales doesn't know exist. Sales knows which objections are the hardest to overcome but doesn't have specific collateral to counter them. The winning approach: Sales documents the top 5 objections that derail deals, complete with context about when and why they surface. Marketing then builds laser-focused tools to address these concerns. Think comparison sheets for "your competitor is cheaper," implementation timelines for "this seems too complex," or peer testimonials for "we're not sure this works in our industry." Close the loop: Sales reports back on which materials move deals forward and which fall flat. Marketing iterates based on real-world results. This feedback cycle shifts objection-handling from guesswork into a refined system that consistently converts hesitation into confidence. Get Sales and Marketing Aligned Now How can businesses foster a stronger cohesion between sales and marketing? Here are six key strategies: Establish Shared Goals and Metrics Sales and marketing should work together to define common objectives and key performance indicators (KPIs).  Action item: Schedule a joint planning session within the next 2 weeks to agree on 3-5 ...

In this episode, Adrianne Agulla, CEO of Hamilton Heights Child Development Centers in Nebraska and the true definition of an education entrepreneur, joins Kris. Adrianne shares how she went from working in the corporate world to owning six successful daycares and a catering business called Milton's Amazing Kitchen. Together, she and Kris talk about growing from three to six locations, empowering a leadership team, using VAs to streamline operations, creating a strong scorecard, and what it really takes to scale with excellence. Adrianne goes through the very real ups and downs of growing with intention and building a company that inspires.   Key Takeaways: [6:19] Adrianne owns and operates Hamilton Heights Child Development Centers, with six centers across Nebraska. She originally purchased three as a package in 2017 and has grown from there. She also owns Milton's Amazing Kitchen, a catering company focused on child nutrition. [8:27] Hamilton Heights believes that it's their professional responsibility to protect childhood from all of the external threats in today's world, and they have a focus on play. [9:31] Adrianne's earlier career included leadership roles at Coca-Cola and ConAgra, before pivoting into child care. [11:30] She juggles the business while raising three busy teenagers. [13:46] Adrianne shares reflections plus a funny story about upgrading her wardrobe from a trip to Vietnam. [15:19] What benefits Adrianne has found being part of the highest-level membership of the Child Care Success Academy: the Empire level. [22:15] She explains her leadership structure, including a director of ops, finance lead, and a high-tenure team. [24:15] The leadership team meets weekly to review scorecards and KPIs. Accountability plus support equals success. [28:55] Adrianne shares how she works with three virtual assistants (VAs), including one for marketing, one for data and reports, and one for administrative support. [31:05] She talks about the industry-wide challenge of attracting and retaining staff and how her company stays focused on its leadership vision. [38:37] Her 2025 goals: simplify, streamline, and build an even stronger team. [40:55] Why she acquired a catering business and how it's improved their food program and opened new business channels.   Quotes: “We say that we're very serious about play. And we believe that it's our professional responsibility to protect childhood from all of the external threats in today's world.” — Adrianne [8:27] “That combination of loyalty and commitment and tenure and then new energy and new ideas and fresh faces, has created a really, I think, a unique and just a sustainable culture.” — Adrianne [9:12] “We are working to create an Early Learning Company that inspires because of the opportunity it creates for staff, families, and children, and so we are just trying to be single-mindedly focused on what it means to create abundant opportunities for our staff from a professional development standpoint, from a wage standpoint, and from a benefit standpoint.” — Adrianne [34:40]   Sponsored By: ChildCare Education Institute (CCEI) Use code CCSC5 to claim a free course!   Mentioned in This Episode: Kris Murray @iamkrismurray The Child Care Success Company The Child Care Success Academy The Child Care Success Summit Grow Your Center Childcare Education Institute: use code CDARenewal22 to get $100 off your renewal Hamilton Heights Child Development Center Milton's Amazing Kitchen

Are you still manually reviewing competitor feedback? You run the risk of falling behind because  your biggest competition is leveraging AI to gain market insights in just minutes.In this episode of the Profit Cleaners Podcast, Brandon Schoen and Brandon Condrey share a practical and forward-thinking approach to competitive research using artificial intelligence. Recorded live at a recent Profit Cleaners event, this episode introduces two highly effective tools that are transforming how cleaning business owners analyze the market and make data-driven decisions.You'll discover how to extract and evaluate Google reviews from competing businesses, identify customer sentiment trends, and generate clear, actionable insights without sifting through spreadsheets for hours. The Brandons also discuss how these tools are being used in their own business to track KPIs, visualize growth metrics, and improve team efficiency—all while keeping operations streamlined and focused.This episode is your step-by-step guide to modernizing your market research process and staying ahead of the curve in a rapidly evolving industry. Listen now and start making smarter, faster business decisions with the power of AI!Highlights:(00:51) Why you should read your competitors' reviews — and how to automate it with AI(04:26) How PhantomLocal converts Google reviews into usable CSV files.(07:51) Leveraging Julius AI to uncover patterns and business insights(09:57) Recognizing what customers love through 5-star review patterns(14:57) Creating review trends and customer sentiment graphs in minutes.(18:22) Automating reporting and KPI analysis for better team visibility(22:18) Staying up to date with AI through curated tools and channels like Skill Leap AI(24:32) Empowering your team with AI tools to increase efficiency and customer satisfactionLinks/Resources Mentioned:Profit Cleaners Website Watch the FREE Masterclass: https://profitcleaners.com/masterclass)Join the FREE Facebook community: https://www.facebook.com/groups/profitcleaners/

Struggling to manage a remote team spread across time zones? This episode dives into the real challenges and solutions of leading from a distance, with a focus on trust,communication, and culture.Laurie, our Director of Operations, shares how she builds high-performing remote teams without micromanaging. From setting clear expectations to fostering real connection across borders, you'll hear how strong leadership can drive accountability and loyalty—even when your team is never in the same room.If you're running a remote or hybrid team and want to strengthen performance without sacrificing culture, this conversation offers the insight you need.

We just dropped a new Review Radar episode in which we examined every major mobile game from the last three months. Some are breaking the ‘podcast curse' and scaling up, others are stuck in stable dinosaur mode, and a few are just… lost.Highlights:Triple Match City and Color Block Jam are stacking revenue with surprising ARPU and ad mixesRoyal Kingdom and Pokémon Sleep show that audience and IP still trump any new featureCloning is the new normal, but most ‘copy-paste' games never hit the KPIs of their genre leadersMonetization is where dreams die, great engines, weak revenueUA and creative discipline are still the biggest differentiatorsOur verdict? Build fast, adapt faster, and don't be afraid to kill what isn't scaling. In mobile gaming, the only thing worse than a failed experiment is a boring one.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.https://www.vibe.co/---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/vaa1d1Evif0Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to the Review Radar04:39 Game Performance Insights: Triple Match City07:16 Core Survival and Its Revenue Growth10:32 Acero 2: Launch and Revenue Analysis13:37 Top Girl: User Engagement and Revenue Trends16:37 Royal Kingdom: Celebrity Campaign Impact19:36 Path of Exile 2: Community Reactions and Revenue22:40 Dark and Darker: Soft Launch Insights25:34 Magic Sword: Future Potential and Market Position27:06 Revenue Insights: Comparing Game Performance28:48 Block Blast: The Unexpected Contender29:42 Project Rise: Anticipation and Delays33:27 ColorBlockJam: A Rising Star in Mobile Gaming36:35 Hi-Sees Hero: Challenges in Game Development39:48 Candy Crush Solitaire: Stagnation in a Competitive Market41:50 Goods Puzzle: A New Player in the Market---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

Episode #4 of Dear CEO is here! Dear CEO is our limited series, presented in partnership with iGP where a real life industry CEO, Jovana Popovic Canaki of iGP answers your questions, about your business. Our host as always is Charlie Horner, and this time he's got a page full of questions from the audience about the always fun topic of KPIs. Jovana tells Charlie about her numbers background, and why as a CEO she's always paying attention the numbers, giving her some fantastic insight into which KPIs are important, what they mean, and what your businesses should care about. Charlie and Jovana discussHow important KPIs have evolved over the last 3-5 years and how they will continue to evolve over the next 3-5The shift from operators being primarily focused on acquisition to today's focuses of engagement and retentionThe impact of technology on KPIs and how technology has changed what operators focus onHow to spot which KPIs are merely vanity metricsWhich KPIs are most predictive of long term success for new market entrantsPlus, Charlie and Jovana preview her speaking appearance at the upcoming inaugural SBC Summit Malta!

Here's a question that'll make your head spin: What do you do when your top performer is crushing quota but not hitting a required talk time KPI? That's the question posed by Josh Robich and Josh Nelson from Nashville. Josh Nelson ranked 18th out of 130 reps in his first full year at a new company, but he was consistently falling short of the company's sacred talk time metric of 3 hours per day, averaging only 2.5 hours instead. Meanwhile, his company is obsessed with using talk time as its primary KPI to measure sales effectiveness. If you're shaking your head right now, you're not alone. Obsessing over the talk time KPI rather than actual sales outcomes is one of the most backward approaches to sales management I see today, and it's costing companies their best talent. The Moneyball Problem: When Metrics Become Religion Remember the movie Moneyball? Billy Beane revolutionized baseball by focusing on on-base percentage instead of traditional stats that looked impressive but didn't correlate with winning games. He found a metric that predicted success. Talk time is the opposite of Moneyball. It's a vanity metric that makes leaders feel like they're managing performance when all they are really doing is measuring noise. Here's the brutal truth: Talk time means absolutely nothing if it doesn't drive revenue. It means nothing if the conversations are shallow, non-productive, or a poor buying experience. You can have reps talking for 4 hours a day who are dead last on your ranking report, while someone like Josh is closing deals left and right with only 2.5 hours of phone time. Which one would you rather have on your team? Why Talk Time Is a Lazy Leader's Crutch The reason companies fixate on vanity metrics like talk time is because it's easy. It requires zero investment in actual coaching, observation, or skill development. Think about it: It's much easier to look at a dashboard and say, "You need to talk more," than it is to actually listen to calls, analyze technique, and provide meaningful feedback on discovery questions, objection handling, or closing skills. But here's what happens when you manage this way: You drive away your best performers and enable your worst ones. Your top performers get frustrated because they're being penalized for efficiency. Your bottom performers get comfortable because they can hit their talk time numbers while producing nothing of value. What Actually Matters: KPIs That Move the Needle Instead of obsessing over how long reps are talking, and other vanity KPIs, smart sales leaders focus on outcome-driven metrics that actually correlate with sales performance and closing deals. First-Time Appointments How many new conversations is each rep having? In sales, FTAs are your Moneyball. If a rep isn't setting enough first-time appointments, they are sub-optimizing their sales potential. Next Step Conversion Rates What percentage of first-time appointments convert to second appointments? This tells you everything about relationship building, discovery skills, and value articulation. If Josh is converting at a higher rate with less talk time, he's simply more effective per conversation. Show Rates How many scheduled appointments actually happen? This reveals qualification skills, the ability to create urgency and commitment, and the quality of prospecting conversations. Pipeline Velocity How quickly are deals moving through your sales process? This shows you who's truly building momentum versus who's just having long conversations that stall deals in the pipeline. Revenue Per Hour The ultimate sales efficiency KPI is who is generating the most revenue per hour of phone time. Stop Obsessing Over the KPI and Start Coaching When you shift your focus to outcome metrics, everything changes. Instead of telling reps to "talk more," you can provide specific, actionable coaching: For the rep who has great first-time appointment numbers but poor conversion rates:...

What if the path to high performance starts with doing… less?In a first for Glass Ceilings and Sticky Floors, Erica welcomes her very first male guest: visionary entrepreneur and marketing expert George Bryant. But George isn't here to talk about sales funnels and KPIs—he's here to get real about burnout, misalignment, and the emotional toll of always being “on.”Together, they unpack why high-achieving women often wrap their worth in job titles, productivity, and perfection—and how to start untangling that mess with compassion, curiosity, and yes… even stillness.Inside the episode:✳️ Why people aren't their job titles—and what happens when we forget that✳️ The power of creating space to just be (without your phone) ✳️ Nervous system regulation 101: small tools that create big shifts ✳️  George's H.E.A.R.T. framework and how to apply it to personal growth, not just business ✳️ The one free, overlooked practice that can instantly help you reset ✳️  Plus: Erica's card game for deeper family dinners, and the surprising leadership lesson from a massage tableIf you've been grinding through your goals on autopilot, this episode is your invitation to pause, breathe, and reconnect with the human behind the hustle.—

If you don't know your shop's profitability until it's too late… you're not alone. In this episode of the Print Hustlers Podcast, we sit down with Nick Gowerluck, founder of PrintProfit.com, to break down the exact numbers every print shop owner needs to track—no fluff, just real data that can change your business. Nick shares: • The “contribution margin” method for real-time profit tracking • Why chasing sales isn't always the answer • What your cash flow snapshot should look like weekly • How shops (from $200K to $500M) are using Print Profit • Why most dashboards are useless—and what to do instead Whether you're a one-person operation or managing a 30-person team, this episode gives you the profit playbook to grow smarter, not just bigger.

What if the path to high performance starts with doing… less?In a first for Glass Ceilings and Sticky Floors, Erica welcomes her very first male guest: visionary entrepreneur and marketing expert George Bryant. But George isn't here to talk about sales funnels and KPIs—he's here to get real about burnout, misalignment, and the emotional toll of always being “on.”Together, they unpack why high-achieving women often wrap their worth in job titles, productivity, and perfection—and how to start untangling that mess with compassion, curiosity, and yes… even stillness.Inside the episode:✳️ Why people aren't their job titles—and what happens when we forget that✳️ The power of creating space to just be (without your phone) ✳️ Nervous system regulation 101: small tools that create big shifts ✳️  George's H.E.A.R.T. framework and how to apply it to personal growth, not just business ✳️ The one free, overlooked practice that can instantly help you reset ✳️  Plus: Erica's card game for deeper family dinners, and the surprising leadership lesson from a massage tableIf you've been grinding through your goals on autopilot, this episode is your invitation to pause, breathe, and reconnect with the human behind the hustle.—

In this episode of In-Between Charges, Kevin and Mike sit down with Rami Syväri, advisor and founder at beY0nd, to unpack the evolving dynamics of performance, strategy, and resilience in the EV charging industry. With a rich background spanning Fortum, Swisscharge, and now advising CPOs across Europe, Rami brings a front-row perspective to what “good” really looks like in a CPO's operation, and where the industry still has work to do.Together, they dive deep into the importance of transparency, the power of benchmarking, and how operators can meaningfully compare themselves to peers without compromising sensitive data. Rami shares insights on building scalable, future-proof charging businesses, the operational maturity journey of CPOs, and why now, amidst market “hiccups,” is the time when tomorrow's winners are forged.From tech stack choices to the business case for ultra-slow charging, and from strategic pivots to trust-building through anonymized data models, this episode is a masterclass in navigating the high-stakes, fast-changing EV ecosystem.Key Topics:The DNA of CPO success and benchmarking KPIs that matterWhy ultra-slow charging might just be the next big thingThe "ketchup bottle effect" of delayed EV adoption and its implicationsPlatform vs. in-house software: when to build, when to partnerHow to prepare now for the next wave of growthTune in for a grounded, strategic look at where the EV industry is headed—and how to get there with confidence. Happy charging!

Eric Cline reveals the exact cold calling routine, KPIs, and script tweaks that helped him go from zero deals to $2.6M—all without ever stepping foot in a house. He breaks down his 5-step sales process, shares his daily call volume, and explains how to overcome seller objections before they even happen. KEY TALKING POINTS:0:00 - How Eric Cline Did 2.6 Million In Sales In 12 Months3:32 - Setting Yourself Apart On A Seller Call6:30 - Eric's 5-Step Sales Process8:54 - The Data You Should Be Looking To Gather10:30 - What To Say When A Seller Says “I Need To Think About It”14:17 - Final Thoughts15:19 - Outro LINKS:Instagram: Eric Clinehttps://www.instagram.com/theericcline/ Website: Eric Clinehttps://www.theericcline.com/ Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/

In this episode of Dental Unfiltered, Matt Brown and Dr. Andrew Vallo highlight the critical role of Key Performance Indicators (KPIs) in dental practices, emphasizing that tracking these metrics can enhance performance and accountability within teams. They discuss the evolution of KPI awareness, the importance of involving the entire team in the process, and the benefits of gamifying KPIs to create a competitive yet supportive atmosphere. The conversation also addresses the significance of patient engagement and the necessity for practices to adapt their strategies using data-driven insights.

Send us a textEver wonder what happens when a high-achieving tech exec trades deadlines and KPIs for diapers and cluster feeds? Meet Jaclyn Buckingham, founder of The New Mom School in Oklahoma—and our latest podcast guest. In this episode, Jaclyn opens up about leaving behind the fast-paced world of tech where she climbed the corporate ladder with confidence, only to discover that becoming a mom was the one challenge she couldn't out-organize, out-strategize, or hustle her way through. She thought she could do anything she set her mind to… until motherhood reminded her that control is an illusion and surrender is a skill.We're talking about the identity crisis of ambitious women who suddenly find themselves in sweatpants, googling “how to soothe a colicky baby” at 3AM. This one's for every mom who used to lead meetings and now leads bedtime battles. It's raw. It's honest. It's everything they don't tell you in birthing classes.

What if everything you know about B2B sales prospecting is due for a radical rethink? In this episode of Predictable B2B Success, we sit down with Mike LaRusso—a seasoned sales consultant with forty years of in-the-trenches experience and the author of "The Sales Professional Survival Guide: A Blueprint for Tactical Prospecting." Mike is on a mission to disrupt outdated sales mindsets, unpacking why most traditional prospecting methods are less productive than you think and revealing how intuition, analytics, and relationship-driven tactics can transform your sales pipeline. You'll hear Mike's refreshingly frank perspective on why leadership is often the bottleneck to sales success, how the misunderstood alliance process can unlock game-changing results, and why the proper prospecting tactic could mean the difference between cold-call drudgery and high-performance revenue growth. Whether you're a sales rep, leader, or founder, get ready to question your assumptions, rethink your KPIs, and discover how the future of B2B sales is being redefined—one strategic relationship at a time. Don't miss this thought-provoking conversation that could make you see prospecting in a whole new light. Some areas we explore in this episode include: Mike's sales background – Starting at age 16 and his extensive industry experience.Intuition in sales and formal methodology – Turning intuition into a structured methodology.Problems with traditional sales leadership – How leadership mindsets inhibit sales success.Importance of prospecting – Why prospecting is the foundation of sales.Using data analytics and systems – Applying metrics and analytics to sales processes.The Alliance Process – Building and leveraging alliances for better lead generation.Impact of automation and AI – How automation is changing prospecting and SDR roles.Effective sales metrics – Focusing on appointment ratios and closing rates over just activity counts.Driving leadership buy-in – Challenges in convincing sales leadership to adopt new methods.Hiring for business development mindset – What to look for in sales hires and how to train them.And much, much more ...

Is fundraising really that different from sales?Aaron Landis doesn't think so—and he's lived both sides. In this episode, he joins Tosha Anderson to reflect on his time as a fundraiser and what he's learned since entering the for-profit world. From CRM tips and donor follow-up to data-driven KPIs and team communication, this is the nonprofit leadership masterclass you didn't know you needed.Grab your free blueprint here.Get in Touch with Aaron and The Charity CFO Team here!What to watch next…Nonprofit Fundraising Strategies to Consider https://thecharitycfo.com/nonprofit-fundraising-strategies/Follow Us Online Stay connected and get more exclusive content:

Episode Summary:  In this episode of Practice Growth HQ, I chat with Jason Bryll about how numbers can help you run a better and more profitable practice.  Jason is the founder of Parable Associates. He helps practices look at the right numbers, so they know what's working, what's not, and what to fix.  This episode isn't about complicated systems. It's about looking at a few simple things like how far ahead your appointments are booked, whether your team is happy at work, and if patients are slipping through the cracks because there aren't enough appointment times available.  If you want to stop guessing and start making clearer decisions, this episode will show you how.  What you'll learn:  (06:30) Why guessing your numbers is risky for business  (10:20) How one practice booked out three brand-new providers in just 30 days  (19:10) The truth about online reviews and what to look for instead   (21:30) How to spot early signs of team burnout  (24:20) The three numbers every practice should be checking regularly  Links and Resources:  Website: www.parableassociates.com  LinkedIn: Jason Bryll 

What happens when your strongest reps stop getting better? In this episode of Coach2Scale, Julie Fox, Global Director of Customer Success at Cin7, shares how she transformed "steady but stuck" team members into high-impact players. From busting the myth of one-size-fits-all sales training to implementing a radical feedback culture, Julie unpacks how coaching isn't just for underperformers. It's a strategic growth engine for the whole team. She explains how her approach to structured, personalized coaching drives not just rep development but cross-functional alignment and executive trust.Julie also dives into the frontline manager dilemma: they're overwhelmed, under-supported, and often promoted without the tools to coach effectively. She offers actionable frameworks for feedback that sticks, one-on-ones that matter, and why even your top performers still need direction. Whether you're a CRO trying to stabilize performance or a new manager navigating the leap from IC to leader, this episode delivers tactical guidance grounded in experience, not theory.Top Takeaways Generic sales training fails high-context teams. Off-the-shelf training doesn't stick when sales cycles are complex, technical, or regulated; coaching must be personalized to the rep's world.Radical candor beats performance reviews. Feedback should be frequent, specific, and kind, not saved for annual reviews or buried in vague praise.High performers plateau without stretch coaching. Even your best reps need friction to grow; without it, they stagnate and disengage quietly.Effective 1:1s start with knowing the rep as a person. Understanding motivations, feedback styles, and personal goals unlocks performance in ways dashboards never will.Coaching isn't a calendar event; it's a culture. Building feedback loops into day-to-day operations (like peer call reviews and structured office hours) creates sustained behavior change.Not all reps are ready for feedback in the same way. Great managers check in before delivering feedback to ensure the timing and delivery fit how each rep processes input.Manager consistency separates good teams from great ones. Sporadic coaching drives uneven results; systematized coaching practices help managers scale development across the team.First-line managers need coaching too. Most FLMs were promoted without being taught how to lead; equipping them is the fastest way to impact rep performance and retention.Team-first leaders earn executive trust. Julie's “Team Number One” mindset shows how customer success leaders can earn CRO alignment by focusing on business outcomes, not just function-specific wins.Customer centricity must be operationalized. Declaring CS as a priority isn't enough; Julie made it real by embedding it into cross-functional KPIs and role-specific accountability.

 In this episode of The Market Pulse, “Blueprints & Banners: Crafting Winning Social Campaigns for Builders,” host Aaron Fichera dives deep into the art and science of paid social campaigns for home builders with special guest Pieter Stone, Social Media Manager at SmartTouch® Interactive. Discover the secrets behind successful paid social campaigns, from Facebook Ads to Instagram strategies that show you what it takes to turn likes into leads and impressions into impact.Pieter shares real-world insights on converting social media engagement into high-quality real estate leads, promoting builder events, and mastering KPIs that matter in the home building industry. Whether you're a seasoned marketer or just starting out, this episode is packed with insights you can use to elevate your next campaign.

In this episode of Above the Business, host Bradley Hamdier speaks with Zach Mercurio, author of "The Power of Mattering: How Leaders Can Create a Culture of Significance." They dive deep into the practical skills leaders need to make team members feel valued, especially in small businesses with 2-25 employees where every person's contribution is crucial.Zach Mercurio is a researcher and consultant who studies what makes work meaningful. He spends 30% of his time conducting research at the Center for Meaning and Purpose and the rest learning from leaders and teaching others how to create cultures where people matter.In this episode, you'll hear Bradley and Zach discuss...The Foundation: Caring About vs. Caring ForThe Critical Difference: Many organizations say they care about their people, but caring for someone requires getting up close and truly understanding themThe Trust Connection: It's nearly impossible to care about anything if you don't feel cared for firstNo Shortcuts: There are no shortcuts to building trust, engagement, or motivation - it requires time and attentionThe Three Core Skills for Making People Matter1. Noticing PeopleBeyond Knowing: You can know someone well but fail to notice when they're strugglingPractical System: Write down one thing you heard each team member talk about on Friday, then follow up on Monday with a 3-minute check-inBetter Questions: Instead of "How are you?" ask "What has your attention today?" or "What have you been thinking about?"2. Affirming PeopleMore Than Appreciation: Affirmation shows people how their uniqueness makes a unique differenceSpecific Evidence: Give indisputable evidence of their significance rather than general praiseThe Four Unique Gifts: Every person brings strengths, purpose, perspective, and wisdom to your organization3. Showing People They're NeededEnsure every person knows how their work is indispensable and non-disposableConnect individual contributions to the bigger vision and impactThanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see...

Emily and Mike talk about the ad world's new obsession with models, and whether brands are too trusting of AI ad buying.

As someone invested in building a successful business, you understand the importance of retaining clients and delivering an exceptional experience. This not only drives growth but also fosters loyalty and advocacy. In this episode of "Building Your Leader Brand," we explore the often-overlooked aspect of business growth: client retention, in conversation with Filip Sardi, founder of the Client Flow Movement.Key Discussions:

In this conversation, Danielle and Casey explore the intricacies of the sales funnel through the lens of influencer marketing. They discuss the importance of awareness at the top of the funnel, the evolution of KPIs from impressions to video views, and the significance of building trust with consumers. The dialogue also touches on the necessity of brand lift studies, the challenges posed by legacy marketing systems, and the emotional connections that drive consumer behavior. Ultimately, they emphasize the need for a balanced approach that integrates both awareness and conversion strategies in marketing campaigns. Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig Goldenfarb fired himself as a trial lawyer—and built a multi–eight-figure firm that runs without him. Craig built Goldlaw Personal Injury Lawyers into a data-fueled, culture-obsessed, eight-figure machine. With a three-tier leadership structure, two CMOs, and a Disney-trained Chief Culture Officer, Craig treats law like a business—and it shows. In this episode of PIM, Craig reveals how a mindset shift from litigator to CEO unlocked massive growth. We dive into EOS, hiring unicorn leaders, and the exact KPIs he tracks daily. Want to go from lawyering to leading? Start here. You'll learn: The power of a culture officer (and how Disney inspired his firm's vibe) How data revealed slip-and-falls were more profitable than car crashes The “Desert Island KPIs” every PI CEO should know How Craig hires, motivates, and builds systems that scale If you like what you hear - we do this every week. Learn how to build the personal injury law firm of your dreams - its easy.  Just hit subscribe.   PIMCON 2025 VIP Tickets On Sale Now. Get yours today! Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok

Are you chasing your first passive income dollar or scaling your portfolio? If you're looking for fresh strategies and powerful reminders about building lasting wealth, this episode proves that it's more than just numbers–it's about the people, knowledge, and actions behind the scenes.Today, Russ and Joey share their latest insights, connections, and investments fueling their passive income journey. They discuss how building and nurturing relationships opens doors to exclusive investment opportunities and why tracking key performance indicators beyond just returns is vital. In addition, they dive into innovative ideas like fractionalized home ownership as a creative way to unlock liquidity in second homes, and the concept of premium funding for high-net-worth investors.Tune in for inspiration on how consistent action, learning, and relationship-building multiply your passive income streams.Top three things you will learn: -How networking unlocks exclusive investment deals-Why ongoing learning sharpens your investor mindset-Updates on land sales, vehicle rentals, and digital assetsApril 2025 Income At-A-Glance: -Gross Income for April: $56,934.29-Total Expenses for April: $16,462.04-Total Net Profit for April: $40,472.26-Difference b/t March & April: ($11,841.04)-% of net profit to overall gross revenue: 71%Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.For Accredited Investors Who Want to Invest With Us:-Email: info@wealthwithoutwallstreet.com (Reply: Accredited)Turn Active Income Into Passive Income:-https://wealthwithoutwallstreet.com/piosThe Simplest Passive Income Business You've Never Heard Of:-https://go.wealthwithoutwallstreet.com/thesimplestbizBook Your Free Passive Income Game Plan Session:-https://wealthwithoutwallstreet.com/freecallWant to raise millionaire kids? Watch how Sharran Srivatsaa — former Goldman Sachs banker turned entrepreneur and investor — is building a generational wealth system with his kids, step-by-step. -https://go.wealthwithoutwallstreet.com/millionaire-kidsLearn How to Invest in Real Estate with The Land Geek:-https://thelandgeek.com/Join the Inner Circle Live Waitlist:-https://www.wealthwithoutwallstreet.com/liveIBC Webinar:-https://wealthwithoutwallstreet.com/ibcWealth Without Wall Street New...

Kiera reflects on some of her most memorable episodes and experiences across 1,000 episodes (!!!) of the Dental A-Team podcast! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today feels like a ridiculously special, amazing, incredible day. We are at 1,000 Dental A Team podcasts. Like, can you honestly believe this? I can't believe it. I can't believe that we have hit record on this podcast a thousand times. And honestly, I wanna say thank you to you as listeners, to all of you who have made this podcast a reality. If you're new to the show, welcome. I'm Kiera Dent. I love dentistry. I love making people happy. I love.   truly enjoying life. And this podcast came to me while Jason, my husband and I were hiking Yosemite. And I said, Hey, I've noticed that there's this area where they're unserved, where doctors and teams are not communicating on the same way. And like, there's really got to be a better way to help practices scale, to grow, to evolve. And being a team member myself and a business owner, I thought let's combine both of those perspectives. So truly it's an honor. ⁓   I honestly cannot believe that we are here. So if you've been here since episode one, please send me an email. Hello@TheDentalATeam.com. I will send you a personalized thank you to you. I am just so honored. If you've been here for at least like 900 of them, let me know. But truly it's such an honor to be able to have this podcast where we're able to give back, to serve, to share, to laugh, to grow. This podcast has been such a healing space for me. And so today I thought it'd be really fun.   for us to actually go through some of our most powerful success networks that's helped hundreds of doctors. It helps you. And I've called it the yes model. ⁓ that's focusing, wow, that's focusing in on you being able to say you, earnings and systems and team development. So focusing on you as a person, helping make sure that you're profitable as a practice, and then having systems and team development in place ⁓ to make sure that you can really, truly say yes to everything in life that you want. Because I truly, truly, truly believe.   that running a practice, having a successful team, having a team of people that are accountable does not have to be hard. And so really that's been the whole purpose of this is to make it tactical, practical. And I thought like, Hey, this is going to be something really fun. We're actually going to pull from our framework. But what I'm going to do is I'm actually going to pull from past episodes, some of our hottest episodes, some of those fun episodes to kind of help you see how we can focus on you as a person, how we can focus on your earnings and profitability of the practice and helping with your systems and team development.   Now, something that is fun is that there actually were several episodes that were our top downloaded episodes over the years. And so this is just something fun if you enjoyed it, amazing, but truly we looked back and these ones stood out. And so our episodes were episode 469, 10 Practices in 2 Years with Lewis Chen. So such a fun one to inspire, to ignite, to help all of us like really just get, I remember that practice and I was like, my gosh, I thought I like.   rampaged up and in like two years we had three, but to do 10 practices in two years. Our other top downloaded episode is episode 501, What Office Managers Need to Know and really helping those office managers highlight, elevate. Being an office manager in dentistry, I feel is such a tricky zone because there's really no rule book for it. And that's what we tried to create at Dental A Team is what is an office manager supposed to do and giving support to office managers and doctors so you can truly have these incredible leaders in your practice.   And then our next most downloaded episode was episode 607, A Day to Remember. And that was actually released on Thanksgiving. So shout out to you guys for having these as the most popular downloaded episodes. But like I said, I want to give you guys that framework for being able to say yes to everything with some podcast tools. Don't worry. You want to go back and listen to them if you don't want to. But trying to chunk that so you can really look at your life and your practice.   Kiera Dent (03:41) So breaking into the you section, this is about you as a person. This is about you being that visionary, that owner, that fulfilled human, because honestly, if you're not fulfilled and you're not happy with what you're doing, honestly, your practice can't be there. And when we build the yes model, we purposely put it in a specific order of you first, and we focus on you as a person. Then we focus on earnings and profitability. And then we focus on systems and team, because what I found is if we put them in this order,   You as a person first, kind like take the oxygen mask off of you, put it on you. Like you've to take care of yourself first before you can help other people. If we put that oxygen mask on yourself, then what we do from there is we can give and serve to other people. Then we focus on profit. Cause honestly, so much of stress comes from cashflow. Like honestly, the bulk of offices who sign up with us and not all, but a lot of them are struggling with cashflow. They're struggling with profitability. They're struggling to learn to read their numbers. And then we do systems and team development.   And a lot of times we think like, let's put the systems in place, cause that's gonna fix everything else. But what that does is it doesn't make sure that you are fulfilled and we know where you're headed as a person. So focusing on you as a doctor, scaling honestly starts with you, but that doesn't mean we're doing more. It means that you are the leader that your practice needs. You know where you're headed. You know what the direction of the practice is. And that's where this can all come together. So some of the episodes that we pulled out for you guys from all these thousands of episodes, like literally we have a thousand. ⁓   would be number 17. Like let's go way back in the archives. If you have not gone, you guys can always head on over to TheDentalATeam.com, click on podcasts. You can search any topic and you can go find all thousand episodes. But going back clear to episode 17, I love this one, is Goals are lost without Accountability. So when we're having those, like if you don't have accountability in your practice, if you don't have things to help keep your team accountable,   Honestly, doctors, you can have all the goals that you want, but you've got to have the accountability with it. And so I really love to help doctors and teams come together within Dental A Team and our consulting ⁓ to make sure that your goals are hit because we have accountability and that means your personal goals. So where you want to be and your professional goals. And we have a client that really like was struggling with some of their goals, but they knew where they wanted to go. They wanted to get a beach house. They wanted to be able to take care of their children in college.   ⁓ And what was really lovely about that is because we knew where they were going to go, we were able to help hold them accountable to it. And then we were able to the E portion that we'll get to, we were able to help create the profitability within the practice using production and metrics to be able to help them get there. But really looking at goals are lost if you don't have accountability. Like truly, if no one's holding people accountable, you doctor have to do it all. But even a lot of times things just get lost. And so making sure   that we really are working through these different pieces to make sure that your goals are not just a wish and a hope, but they're actually being measured and we're tracking them. We're making sure you're living the dream life that you want to be living. that would be an episode. Another episode in here would be 551 Leaders, You Need to Decide and helping you as a leader know that your team can't read your mind. You've got to make decisions. More is lost through indecision than a wrong decision. I have a quote over here by Theodore Roosevelt that   any moment of decision, the best thing you can do is the right thing. The next best thing is the wrong thing. And the worst thing you can do is nothing. And so making sure that on there, you guys are making a decision. Doctors like you have to decide. You have to be clear. You have to know where you're going. And I think deciding the life you want to live. ⁓ I have a quote that we say often, your practice should serve you, not you serving your practice.   making sure it's really giving you that dream life. Otherwise, go be an associate, like honestly, but there shouldn't be the stress and the heartache. And I know that there's stress with running a business. That's not something that we can ever take away, but really making sure we're fulfilling your bucket, your cup, making sure you're taken care of is a big portion. ⁓ Episode 940 was another popular one, What Leaders Should Not Do.   I thought this is a really good one to help doctors like realizing your role has to change. You have to become this incredible person. We have to know where you're going. We have to know this vision. But honestly, like leaders, you should not be doing everything. You should not be fixing everything. Otherwise you're enabling. And I remember another great ⁓ thought is when we empower our teams without accountability, we actually create ⁓ entitlement. And so what are we doing and are we fixing everything and helping?   Like we think we're helping, but we're not actually having our team rise to the table. so really looking at like, these are the things not to do. These are things that won't help you become the leader and the person that your practice needs and really relies on you to be. So another great episode of what things should you not be doing. think that that sometimes helps again, because as the visionary, as the leader of the practice, as you, as a person, ⁓ making sure that you're not running yourself ragged, trying to make everybody else and pleasing everybody else. But that way you're truly working as a team.   You need to show up as a CEO. You need to show up as the dentist. But you also need to have good working hours and good life ⁓ balance and life happiness and making sure that you're fulfilled and that your cup is being full. Otherwise, you're going to burn out and really making sure we take care of you as a person. Last episode to highlight in the you section is 948, The CEO Visionary and The OM Implementer and pulling from EOS and traction where   We literally have like CEOs, you're the visionary and how to have your office manager really be a yin to your yang to help support, to help make the visions come to life, to help bring all these pieces to the table ⁓ really, really truly can help. How do these two roles operate and who should be doing what and getting and gaining that clarity because again, when we focus on you and we know where you want to go and we know the pieces.   Then you're able to settle into your role as CEO of the practice too. And you're able to settle into all these different pieces, but really looking at you as a person, like not doing more, you as a leader, you as the CEO, you as a spouse or a partner or a parent or a sibling or a child, whatever it is, but you showing up as the best version of you. so yes, these are.   four episodes a lot on leadership for you. But really in that section within the Yes Model, I want you to really look at your life and I want you to see, are you truly living your best life? Are you truly fulfilled? Are you delegating to your team? Are you leading your team? Are you ⁓ working hard? ⁓ Or are you doing things smarter and actually working?   happier and more enjoyable. When I ask you about your personal relationships and I ask you about your personal life, do you have an identity outside of work or is it just work? ⁓ Do you find joy in the little things or have you lost that joy and sparkle because you're so consumed with the business? Those would be some things and if we're not taking care of you, it might be time to give a little TLC. I remember there was a great ⁓ podcast guest.   And he said a comment, he said, we should take care of our billion dollar asset, AKA our body. And I've thought about that a lot of do we take care of us, our body, our mind, our psyche, our happiness, to make sure that we can show up as those leaders that our practice and our patients and our community needs. ⁓ And so this section, I really hope that you highlight, yes, being that leader who needs to evolve and rise, ⁓ but really making sure that you're the human that you wanna be.   we've got the North Star dotting to where you ultimately want to go and really just spending and highlighting that. Okay, so the question to that is what do you need to stop doing in your life right now? Practice or professional or personal or both. So that way your team can start owning more and also so you can start having more fun in life. What do you need to stop doing? Like literally I'm sitting there with you pretend I got my pen and paper and you're like, okay, Kiera.   This is what I need to do to feel more fulfilled, more happy, more like me. What do you need to stop doing? Notice I didn't say start because you want to go like, no, I need to start journaling. No, what do you need to stop? Cause I'm trying to help you see that a lot of times less is more and you actually can create more by doing less. All right, next up is earnings. Making sure that you have profit with purpose. Collections don't equal profits. And so...   What I've noticed is like in larger practices, oftentimes they do protect their margins and they measure what matters. And so really making sure that when we're looking at the numbers, so we're looking at our earnings, this is moving into the second portion of the yes model. ⁓ Are you paying attention? Are you using your numbers to guide every single decision in your practice? And what I've seen is when practices come to us in chaos and move into clarity and more into control and more into ease, they know their numbers forward and backward.   Like they truly know, they use their numbers to make decisions on who to hire. They know their top line numbers. And what I love about this, like with our clients, we work hard on getting them an overhead scorecard. ⁓ So they know what their overhead is. We look at their monthly costs slash their BAM, their bare ACE minimum. We're looking at projections in the practice of what do we need? How do we hire? We're looking at other pieces for that I really just love are looking at their overhead as well to make sure. we've got our overhead, we've got our monthly costs.   We've got our profit margins to make sure we're looking at debt services to make sure that with the debt services, we're still profitable and we have cashflow in the practice and that these practices are thriving. And then we use KPI scorecards to make sure that the metrics within the practice are leading to the profit for a profitable business to make sure that doctors have a cashflow. And also in there, we include to pay doctors, like doctors you've got to be paid, otherwise it's really hard. And so again, just because we're producing, producing and collecting drive me wild.   I don't care what you're producing on a gross level, I care what you're producing on a net level that we can actually collect. Gross is gonna feed the ego, net's gonna feed the family. So make sure we have those numbers dialed in. So when we're looking at this, I want you to make sure that what I'm producing is actually collectible and also that we're producing enough and collecting, but that we also have our expenses in line. So we try within our clients to have them at a 50 % overhead, 30 % doctor pay, 20 % profit.   Now, obviously those things can be impacted by other things, rising costs, different pieces, but really a quick benchmark for you. And a couple different ⁓ awesome podcasts to kind of tie into this to just go back through the archives would be episode 618, How to Make Your Practice Profitable. So a lot of times we think it's production. We think that we've got to like produce more and create more, but really sometimes you don't have to produce. can't produce our problems. So looking at our P &L, looking at our costs, getting our whole team on board, having KPIs, having accountability within our team.   really can drive more profit. ⁓ I remember in Traction, was like at the very end, I'm probably gonna slaughter this section of the book, but I remember them saying that a lot of times the profit margins don't get bigger, the bigger your business goes. So like the problem, like your problems just get bigger with the more you produce. So an example, like they said, like a $1 million business with a profit margin oftentimes has the same profit margin as a $10 million business, but the headaches are more. Now, of course, ⁓   10 % profit margin on a $1 business compared to a 10 % profit margin on a $10 million business, there's obviously going to be more dollars. But it's the question of could I have more profit in a smaller practice? I don't know, that's questions for you to answer versus maybe always growing and chasing the next thing. So really looking to see how can we make it more profitable? How can we squeeze more juice out of it? And this is actually really fun because when we interview consultants to come into our company, we actually look to see can they find...   how to make a practice more profitable with a basic scenario. Because at the end of the day, if we can make you more profitable doctors and you can use your business more efficiently and with less stress and like better utilization of team members, you actually are way less stressed because you have cashflow and monies aren't as big of a deal. And what I found is the bulk of stress comes from cashflow issues. So really doing that, another great episode from this would be episode 871, Increase Profitability with Your AR.   So looking at cashflow leaks that kill growth. So AR is a huge zone and a lot of practices are like, we don't have any money. And I'm like, you have 160,000 sitting in AR, you've already done the work, we just need to collect the money. So making sure that we are actually helping you and your team get that money that should be paid to you. I had an office on a coaching call and they're like, well, Kara, our front office feels bad for calling patients to collect bills. And I was like, they feel bad.   No, they're doing these patients a service. Like we did a great job. Now these patients should be so happy to pay for us. And the reality is we should never be chasing money. We should just be collecting at a time of service. So really helping that profitability with AR because collections you can produce all day long, but if we're not collecting your profit margin is going to really, really struggle. So a lot of times it's not even a production issue. It's just a collection issue. That's a very simple system, which will come next in the S model. But when we see the numbers and we see where the leaks are,   then we know which systems we need to put into place. So this is how like you as a person know where you're going. Then we look at your profit, the numbers will tell us where we actually have true broken problems within our practice. And then we build the systems to fix those problems. And then it just chips up the line and you're able to say yes to more in your life. Another great episode was 884 Use Hygiene to Increase Profitability. So making sure that your hygiene department is about 20 to 35%.   Wow, excuse me, 25 to 30 % of your revenue ⁓ in your practice, depending upon what it is, that's usually for a GP practice. Hygiene's obviously, ⁓ in a pediatric practice, it will be different. Same thing within surgery practices and also some big GP practices that are doing a lot of surgery, hygiene might not be able to keep up with it. Or if I've got a doctor that's maybe slowing down, hygiene's actually out producing the doctor. Well, that's a concern that shows me that that doctor's not diagnosing and there's something going on.   But really utilizing your hygiene department, making sure our hygiene department's very thorough. This again, if it's not, and we don't have enough ⁓ perio within our practice, if our hygiene department's not ⁓ calibrated, we're not aligned, that then is a system that we'd wanna put into place to make sure we're able to help that. So really just another great episode. then 890 was, episode 890 was Hacks for Increasing Profitability. So ⁓ just some different pieces of like, what do we do? How can we increase that profitability?   certain things that we look for are one, like what are we producing and collecting? So let's look there first. Two, we wanna look at our BAM, our barriers, minimum and our costs and making sure that it's realistic for there. ⁓ And then also looking to see, could we renegotiate some of our pieces? Could we look at our lease? Could we look at our rent? Could we look at ⁓ our marketing spend? Could we look at our payroll? And again, I'm not here to cut team members. Don't worry team members.   I just want to make sure that each team member is being maximized and utilized based on the profitability because we know that most businesses should be able to run on a 30 % allocation to payroll. And so looking to see, we utilizing and maximizing our resources like we should? So really just looking for some of those hacks for profitability. But I love that so many people are obsessed with production and I'm obsessed with profit because profits, what's going to feed you profits, what's going to help you profit is going to be the piece.   that's going to actually make you thrive rather than just survive. Production, if we're not collecting and we're not profitable, it does not matter. And I go to a lot of business conferences and I love, they're like, yeah, my business did 10 million last year. My business is 100 million. And I'm always like, I don't care. What's your profit margin? And a lot of them come back. I remember there was this guy and we were chatting and he has a $30 million business and yet his profit margin was 5%. And he's like, Carrie, you're honestly probably taking home more than I am.   on a smaller business. And so again, I don't care about your production and top line number. It does play a role, but what I care more about is are you profitable and are you obsessed with being as profitable as possible? Are you reviewing your PNL every single quarter? Are you looking at small cashflow leaks? Are we making sure that we're collecting the money of what we produce? Are we making sure that our write-offs and our insurance is correct? Are we making sure our hygiene department is... ⁓   appropriate and are we using like KPIs to track this and to measure this to make sure that we're actually doing it. So that's kind of within the earning section for little highlighted episodes for you. And so then some thoughts to wrap that up would be if you're producing more but taking home less, what number are you not watching in your practice? So really look at that and see, gosh, like I'm producing this, but I'm not taking home as much. What number or numbers are you not watching that maybe you should start watching Food for Thought and   put it into play, you'll be much happier when you're profitable. And then last but not least, this is one that everybody obsessed with, systems. We want systems care. Please, please give me systems. I just want my practice to run on autopilot. And like the answer is like, yes, we should put systems in. And I think about like McDonald's and Chick-fil-A and they're able to give a very incredible experience with systems. And Walt Disney said like, he's able to create predictable magic with the systems behind the scenes. And so for you and your practice, how can you create predictable experiences?   predictable revenue, predictable production through the systems. So a couple of great episodes that we had with systems, systemization I think is like sexy and not sexy, like cool, that's great. But like really, if you focus on you first, then you focus on the numbers, you then know which systems to put into place. So you don't have to actually do all the systems. People are like, here, I just need a whole systems like repertoire. And I'm like, no, you don't. You need the systems that are actually gonna get you the results. I believe that we should focus on results, not on busy work.   So a couple episodes that kind of just highlight some systems for you are episode 381 Systemization: Where to Start? It's a really good episode for you of like how to like you don't just build 100 SOPs just like we were talking about. You literally start with the systems that are going to impact your revenue and profitability first. And those are the ones we're going to build right away. So a good one to help you prioritize that because a lot of times it can feel very daunting. Like I'm trying to eat an elephant. So where do I start? ⁓ Episode 872 Are Your Systems Outdated? And so with that one, just because it worked in the past,   You gotta also update the systems. Do we have a new software? Do we have a new process? A lot of times these systems get like written and we're so excited we made our ops manual, but they get put on a shelf and cool, we never even touched them again. So making sure that you keep your systems up to date, that they're current, that everybody's using them and if you actually are using them, they don't get outdated. So having a set cadence and process for that. Episode 881, Priority Scheduling: Ideal Week and Ideal Schedules   So figuring out like, does our ideal week look like? What are our ideal schedules look like? And so with that, we can figure out how to schedule and do block scheduling to actually build, like that's a great system to put into place to help us get our profitability, to help us get our production, to then help us get the life that we want. So do you see how like the yes model at like, we start at the top with you, go to earnings, go to systems, and then we work on systems to impact the profit and production to impact you and your life. So really I'm obsessed with block scheduling. I obsessed with?   I deal weeks, I'm obsessed with being a master of time rather than time mastering you and really helping offices realize what needs to happen and prioritize. think prioritization is a really tricky thing for a lot of people and having a consultant or an outside view help you out, I think is something really magical. And then last but not least, episode 959, Build a Practice That Can Run Without You. This is what people ask for all the time. And so I love on this. You'll never have true freedom.   if the business only runs when you're there. And so looking at that of, like I said, Disney, Walt's not there and it's still able to run. Chick-fil-A, I don't even know who the owner is, you guys know, but like it's able to run without the owner being there. And so the owner I feel creates the vision and the magic. That's like what your secret sauce is. But the systems are so people can run and operate without you there. And for office managers, same thing with you. I hate the like, if you got hit by a bus, I'm like, I don't ever want to be hit by a bus.   So instead I'm like, if you were at home with a broken leg and then had two office managers literally be out with broken legs. So, ⁓ but I think it's a great example. So watch out, don't break your legs. But I said, if you were out, could the practice run and could you know that the practice isn't running, AKA with your KPI scorecard and being able to look at your numbers, would you know what system needs to be implemented and if systems were being followed or not when you're at home? And so oftentimes that helps you figure out, again, we look at our numbers to see which systems do we need to put into place.   But then beyond that, we're also going to look and say, all right, so these are the numbers that are telling us we have a broken system. But then when you're not there, does the practice still run without you? And does it still operate? And if you were to come in as a fly on a wall on a vacation, so pretend you're out on vacation, I surely have done this to my team. I'm out on vacation. I pop in a day earlier than they think I'm supposed to be back. Is the practice running the way that it should? That's how you know you have great systems and great leadership.   I don't believe that just good systems will create a great practice. You also need great leadership to ensure that they're staying accountable, that they're following systems, but also making sure that less is more. ⁓ The KISS model, keep it simple, silly. I prefer silly over stupid. But really look to see where are maybe the systems that we need to do. And I love in Dental A Team, we do our 12 systems. And that's something I really love to just kind of give an outline of which ones per month.   would help out. So just a quick overview of Dental A Team's systems for success. We say that January is office management, mastery and leadership. And if you guys want to go back in the archives, Tip and I actually did like, I think it was from November through December a few years ago, we went through every single one of these systems. We broke it down. We gave tactical tips for you on those. So January is office management, mastery and leadership. February is doctor optimization, making sure we're utilizing and maximizing everything within the office. March is billing with ease.   April is five-star patient experience, May is smooth scaling scheduling, June is maximized case acceptance, July is dynamite dental assistance, August is elevated hygiene, September is competent marketing, October is complete operations manual, November is practice profitability, and December is A-Team hiring and onboarding. And so utilizing these systems for you to look to see, and again, there's, that's kind of like a category overview, but looking to see where maybe some systems broken within that category.   that ultimately could impact our profit and production that ultimately impact us as individuals. And doctors, I know I highlighted you a lot about you as a person, but also your team members as human beings too. How can we make it easier? How can we make it more fun? How can we make it to where we have more fun at work, more enjoyable rather than more stress? I think is something super, super important. And so when you look at this, I think to wrap up our system section, what systems or system category in your practice   still depends on you and is it keeping you stuck in your practice or preventing the growth? Are you the bottleneck in an area? And to maybe just ask yourself, what is that and what's holding me back? So really, truly just some fun, like, my gosh, you guys, after a thousand episodes, ⁓ I think I can confidently come on here and say that the formula for growth hasn't changed. I think we've gotten smarter. We figured out what's the priority. How do we prioritize it for you?   the $5 million practices, the $2 million, the $1 million, the 500,000, the startup practice, they say yes to leadership clarity, profit strategy, and systems that scale. So that's you, right? Leadership clarity, you as a person being happy, earnings, profit strategy, and as systems for success that scale. Now again, systems that scale, so you're able to grow and you have options. This is truly what I think is so valuable, and I thought.   on a thousandth episode, we've got to have something very powerful, very impactful, giving you just kind of a recap of all the time together. Talk about how magical it is to be able to be here together, to be able to share. And what I will say is, ⁓ I'm obsessed with helping offices be able to say yes to more of their life, to be able to say yes to more of what they want, and to be able to get back their time, their team, their life. And that's something that I'm just obsessed with. So if you're looking for help with that, if you...   I want more yes in your life and less stress and more happiness. Truly I do believe and I've seen it work with hundreds of offices and something just so powerful to be able to share, to give to you. And I just wanna say thank you. Thank you for making the Dental A Team podcast real. Thank you for being listeners. Thank you for sharing this podcast with so many of your friends. Thank you for commenting. Thank you for tagging us while you're driving to work. Thank you for being dedicated listeners. Thank you for being clients that work with us.   Thank you for truly wanting to change and impact the world of dentistry in the greatest way possible. It is truly an honor. I just feel so honored and I'm so freaking excited for the next thousand. So let's do it, let's rock. And at the end of the day, all of you, I want you truly remembering that dentistry is the greatest profession we could ever be a part of. I want you saying yes to more. If we can help you in any way, reach out Hello@TheDentalATeam.com. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.