Podcasts about kpis

How Are Retailers Redefining Success Beyond Sales Per Square Foot?The metrics that define retail success are changing — fast. In this episode of What's in Store, hosts Karly Iacono and Chris Ressa dive into the evolving ways retailers, investors, and developers are measuring performance in an era defined by data, analytics, and AI.From psychodemographics that reveal why consumers buy to macroeconomic drivers reshaping markets, Karly and Chris explore how retail site selection, investment decisions, and KPIs are being redefined. They discuss how new data tools are quantifying once-intangible factors — from population behavior to co-tenancy synergies — and how that data is changing the way we understand performance beyond traditional sales per square foot.The conversation also touches on the influence of political and labor factors, the rise of visits per square foot as a new benchmark, and how AI and predictive analytics may soon reshape everything from store openings to customer engagement.What you'll hear: How psychodemographics are reshaping site selectionWhy macroeconomic “anchors” like universities and studios drive retail growthThe impact of politics, regulation, and labor markets on expansionWhat “visits per square foot” really tells us about performanceHow AI is turning overwhelming data into actionable retail strategy

In this episode, Bradley Hamner shares a powerful lesson about building simplicity into your business, inspired by an unexpected teacher—his son Cooper. When Cooper and his friends launched their sports YouTube channel, his approach to growing their community one subscriber at a time reminded Bradley of a fundamental truth that every small business owner needs to hear: sustainable growth happens one customer at a time.Key TakeawaysThe Power of One-at-a-Time GrowthBuilding a business community requires focusing on individual customer relationships.Every sale, lead, and customer interaction matters.Growth from $30,000 to $40,000 per month happens one sale at a time.When looking at spreadsheets with 130 sales targets, remember each represents a real person whose life you're impacting.Actionable Business StrategyBradley recommends scheduling a thinking time session to ask yourself two critical questions:How can I help my team realize that every lead, prospect, and customer interaction matters?How can I ensure we have a very simple customer journey for people to follow?About the ShowThe Above the Business Podcast helps small business owners get above—not just in or on—their business so they can think like an architect. Just as architects use blueprints, Bradley believes every small business should have a blueprint for success.Resources MentionedBlueprintOS.com - Book a game plan call to:Discover where your business is currently.Map out where you want to go.Create a stage-based blueprint for your business growth.Connect With UsGet the newsletter every Friday: https://BlueprintOS.com/assets Subscribe on YouTube for video episodes: https://www.youtube.com/@_abovethebusiness New episodes drop every Monday & Friday.If you found value in this episode, share it with just one other business owner who might benefit. Remember—building a community happens one person at a time. Subscribe, like, and comment with your biggest takeaway from this episode!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...

Drop your North Star in one sentence below. If you can't say it in a line, you can't live it in a year! Are you doing everything and going nowhere? This episode is your wake-up call. We break down why scattered hustle kills credibility, how a single North Star changed our entire operation, and the exact mindset shift to align actions with the goals you keep talking about. The guys get surgical: give up the stage for the mission, put businesses on autopilot (one at a time), value mastery over opinions, and stop letting anxiety grow in the gap between your words and your work. If you want receipts, we've got them—KPIs, standards, and the uncomfortable conversations required to level up.

In this candid conversation recorded live at the NCI Summit in Austin, Bryan Orr sits down with Chad Simpson, owner of Simpson Solutions, for an unexpectedly revealing discussion about the reality of building a successful HVAC business. What makes this episode particularly compelling is Simpson's refreshing honesty about his struggles, failures, and the gradual transformation from a struggling contractor making $8 an hour to running a $28.5 million operation with healthy profit margins. Simpson's journey began unusually early—he wrote a paper in his freshman year of high school (1996) declaring his intention to own an HVAC company. After graduating from trade school and working for a residential replacement contractor, he started his own business with his father, who had just retired from building interstates and bridges. For the first eight years, Simpson made virtually no money despite working 12-hour days, falling into the common trap of thinking he could "outrun" financial problems by simply working harder and hiring more people. The turning point came around 2008 when mentor Brad Hohn discovered Simpson calling receivables on a golf course to make payroll—and offered to help departmentalize his finances with the promise of a Vegas golf trip once Simpson hit 10% net profit. The most striking aspect of Simpson's story is his emphasis on process documentation and his willingness to admit what he didn't know. After finally achieving profitability, he hired a business coach who refused to write processes for him, insisting Simpson had to "own" them himself. This led to the creation of Simpson's now-famous process book, which started with simple one-page job descriptions and grew to encompass every aspect of the business. Simpson's approach to callbacks changed dramatically after 2021, when his company's callback rate hit 23% following rapid growth. Working with Jim Bergmann and implementing Measure Quick transformed his operation from quick-fix service calls to thorough 2.5-3 hour diagnostics that actually prevent future problems rather than creating false urgency. Perhaps most impressive is Simpson's Fast Track training lab, which he built initially just to train his own technicians but has evolved into a resource for competitors, universities, and the entire industry. His philosophy centers on finding real problems through proper diagnostics rather than making up issues or pushing unnecessary replacements. Simpson emphasizes that service technicians should educate, not sell—and that when you deploy the right tools and probes, you'll find plenty of legitimate problems without resorting to dishonest tactics. Today, Simpson's company maintains a 2% service callback rate and 3% install callback rate while continuing to grow and expand into plumbing services. Topics Covered: Starting an HVAC business straight out of high school with minimal capital and business knowledge The reality of struggling financially for the first eight years despite long hours and hard work The critical importance of understanding financial KPIs and departmentalized accounting How mentorship from Brad Hohn transformed Simpson's approach to business financials Building comprehensive process documentation and job descriptions for every role The difference between being teachable versus being controlling as a business owner Transitioning from quick-fix service calls to thorough diagnostic work using Measure Quick and True Flow tools Reducing callback rates from 23% to 2-3% through proper commissioning and diagnostics Creating the Fast Track training lab and training competitors at no cost The philosophy of finding real problems versus creating false urgency with customers Why service technicians should focus on education rather than sales tactics Scaling from $3.5 million to $28.5 million while maintaining healthy profit margins Expanding into plumbing services using the same process-driven approach developed for HVAC The importance of celebrating wins as a team and taking responsibility for losses as a leader   News for next year's High-Performance HVAC Summit will be available at gotosummit.com.  Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android

In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth.  Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on.  Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth.  Listen to our previous episodes with Bernadette:  #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.  Chapters/Timestamps:  0:00 – Introduction: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who's Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources 

Try OCI for free at http://oracle.com/eyeonai This episode is sponsored by Oracle. OCI is the next-generation cloud designed for every workload – where you can run any application, including any AI projects, faster and more securely for less. On average, OCI costs 50% less for compute, 70% less for storage, and 80% less for networking.  Join Modal, Skydance Animation, and today's innovative AI tech companies who upgraded to OCI…and saved.   How are enterprises moving from AI experiments to a true agentic enterprise with measurable ROI? In this episode of Eye on AI, host Craig Smith speaks with Bhaskar Roy from Workato about how organizations can design, orchestrate, and govern AI agents at scale without sacrificing security or control. Together they unpack Workato's approach to building a single workspace for employees while agents and apps work behind the scenes to automate real business processes. They explain why the future of enterprise AI depends on orchestration, permissions, and human in the loop design. You will hear how Workato One and Workato Go bring connectivity, action, and governance into one stack, how teams assign KPIs to agents and track outcomes, and how to reduce agent sprawl while optimizing SaaS spend. Learn how leading companies are defining the agentic enterprise, what pitfalls to avoid when moving from pilots to production, and how to measure impact across sales, IT, support, HR, and finance so AI drives durable business value. Stay Updated: Craig Smith on X: https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI

In this episode of the DrMarketingTips Show, Jennifer and Corey take a step back from the day-to-day marketing grind and zoom out to look at the bigger picture: strategic planning for medical practices.This isn't your typical "set some goals and hope for the best" conversation. Instead, we'll walk through a practical, repeatable framework that helps medical groups plan for growth, mitigate risk, and build alignment between marketing and business strategy.They also share real examples from the field and introduce a new free one-hour planning session that offers practices a data-backed roadmap for the year ahead.Tune in to Discover:Why celebrating reviewing wins and losses is the first step to smarter planningHow to turn vague goals into measurable KPIs that drive growthThe most common blind spots in medical marketingWhat to include in your scenario planning to reduce risk and stay flexibleWays to use data analysis (website traffic, heatmaps, reviews, social metrics) to guide strategyThe importance of aligning marketing with HR, staffing, and physician recruitment goalsResources & Links:Interested in a free one-hour planning session to review your analytics, identify blind spots, and develop a marketing roadmap for 2026? Book a time and let us know you heard about the offer on the show.

This podcast episode covers non-financial KPIs and other indicators to ensure a fundraiser is on the path to success, whilst pushing back against unrealistic targets and help us maximise our chances of raising philanthropic gifts in spite of the turbulence of raising money. Learn from speakers Kitty Hazell, Fundraising Consultant at MoneyTree Fundraising and Kevin Amponsah, Philanthropy Manager at The Children's Society.  Key learnings from this session: To feel confidence and empowered when having discourse around financial targets and the impact on you and your team Click here to subscribe to our email list for exclusive fundraising resources, early access to training, special discounts and more If you enjoyed this episode, don't forget to hit follow and enable notifications so you'll get notified to be first to hear of future podcast episodes. We'd love to see you back again! And thank you to our friends at JustGiving who make the Fundraising Everywhere Podcast possible.

In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth.  Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on.  Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth.  Listen to our previous episodes with Bernadette:  #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.  Chapters/Timestamps:  0:00 – Introduction: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who's Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Annette Grant and Sarah Karakaian, co-founders of Thanks for Visiting, to reveal what it really takes to run a profitable short-term rental business in today's market. Annette and Sarah have coached thousands of hosts on how to build scalable, hospitality-driven operations that actually make money. Together, they unpack the truth behind STR success, from pricing and KPIs to bookkeeping and mindset, and why short-term rentals are not the “passive income” opportunity many think they are. You'll learn: - The #1 reason most hosts leave money on the table (and how to fix it) - The five KPIs every short-term rental owner should track - Why running a short-term rental is running a business, not just owning a property - How clean bookkeeping and P&Ls protect you in an audit (and keep profits real) - The right mindset for long-term success and how to balance cash flow, tax savings, and lifestyle goals Whether you're managing your first Airbnb or scaling a growing STR portfolio, this episode is packed with real-world advice on how to stop letting emotion drive decisions and start running your short-term rentals like a professional business. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Connect with Thanks for Visiting: https://thanksforvisiting.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In Episode 312 of Workday Playdate, Erin unpacks the not-so-secret sauce behind every unforgettable presentation: research. Whether you're delivering a keynote, leading a team meeting, or pitching a new idea, understanding your audience is what turns a talk into a transformation.Erin walks you through her playbook for audience research — a repeatable process that helps you craft keynotes that actually land. You'll learn how to decode your audience's language, tailor your stories to their world, and design an experience that feels less like a lecture and more like a moment.If you've ever wondered why some presentations click while others fizzle, this episode is your roadmap to relevance, resonance, and results.Inside This Episode:Research is Key: Why understanding your audience's needs and challenges is the foundation of every great talk.Speak Their Language: How mirroring your audience's words builds instant rapport and credibility.Tailor Your Stories: Tips for customizing examples that feel authentic and deeply relatable.Interactive Formats: How to use improv-inspired techniques to read the room and adapt on the fly.Close the Loop: End with actionable insights tied to what your audience actually cares about — their KPIs.Who This Episode Is For:Keynote speakers who want to move beyond cookie-cutter content.Talent development pros crafting workshops that land with impact.Leaders looking to make every presentation more engaging, relevant, and human.Tune in to learn how doing your homework can turn any presentation from “fine” to phenomenal — and why audience research might just be the most generous thing you can do as a speaker.Blocked time, made lists, promised yourself this time will be different—and yet by 5 PM, the work that actually matters is still staring back at you.Enter The Ready-Made 90-Minute Focus Kit: your done-for-you reset for ditching distractions and finally making progress on what matters most. With this simple framework, you'll reclaim your brainpower, protect your energy, and actually finish the work you care about. Download it now and turn “Where did the day go?” into “Wow, I crushed that.”No, You Hang Up First (Let's Keep Connecting)Did today's episode resonate with you? Leave us a review sharing your favorite insight and we'll send you a free signed copy of I See You! A Leader's Guide to Energizing Your Team through Radical Empathy.Have another question that we can answer? Leave us a Speakpipe audio clip and we'll answer it in an upcoming episode.Don't want to miss another episode? If you're a Spotify listener, find our show here and click “Follow.” If you're an Apple Podcast listener, click here and make sure to hit “+Follow.”Want access to a bunch of free resources for your work life? This is your personal jackpot that gives you access to the frameworks that help us thrive both personally and professionally. Whether you're trying to improve your daily routine, flesh out an idea that you've had for quite some time, or want to add more play into your day - these resources have got your back.Want 2 emails a week from us? One with a quick tip you can implement right away to enhance your personal and/or professional lives & one of our famous F.A.I.L. Fourward Friday newsletters? Subscribe here.Connect with Erin Diehl x improve it!Erin's websiteErin's InstagramErin's TikTokErin's LinkedInimprove it!'s websiteimprove it!'s InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if the secret to franchise growth wasn't found in dashboards or marketing campaigns, but in relationships, accountability, and culture?Marianne Murphy has spent more than 25 years driving growth in franchising, from early days at Housemaster Home Inspection to leadership roles with Floor Coverings International, Any Lab Test Now, and more. A Certified Franchise Executive and EOS Integrator, she brings a unique perspective on how emerging brands can scale with clarity and culture at the center.In this conversation, Marianne shares the pivotal lessons she learned working alongside Ken Austin, the founder of the home inspection franchise industry, and how his mantra “If it's good for the franchisees, it's good for the business”  still shapes her approach today. She explains why “semi-absentee ownership” is a dangerous myth, how accountability charts and EOS can transform leadership teams, and why culture and relationships must come before compliance.Whether you're an emerging brand trying to define your KPIs, a franchisor looking to strengthen franchisee trust, or a leader curious about EOS, this episode is packed with practical strategies and candid wisdom. Marianne's journey proves that sustainable growth comes from planting the right seeds, nurturing relationships, and building a culture that franchisees can believe in.Connect with MarianneWebsite: https://murphyconsulting.com/Linkedin: https://www.linkedin.com/in/mariannemurphy/Episode Highlights:Marianne's start in franchisingLessons from Ken Austin: “If it's good for the franchisees, it's good for the business”Why “semi-absentee ownership” is a dangerous mythThe role of KPIs and leading indicators in driving growth.How EOS brings clarity and accountability to leadership teams.The visionary-integrator dynamicWhy culture and trust matter more than compliance.The importance of mentorship, relationships, and community in franchising.Building trust, culture, and franchisee relationships over complianceHow mentorship, community, and committees strengthen systemsConnect with Tracy Personal LinkedIn: https://www.linkedin.com/in/tracy-panase/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale JBF Franchise System - https://jbfsalefranchise.com/ Email: podcast@jbfsale.com Connect with Shannon Personal LinkedIn - https://www.linkedin.com/in/shannonwilburn/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale Website - https://shineexecutivecoaching.com/ Email - shannon@shineexecutivecoaching.com

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Dr. Sandeep Palakodeti (https://x.com/DrDeepMD).I was excited to welcome Dr. Sandeep Palakodeti, also known as Dr. Deep, to talk about his revolutionary company, Velocity Health.This concierge precision medicine clinic is addressing huge macro trends, particularly the demand for better healthspan and longevity. We unpack why someone would leave a top institution like the Mayo Clinic to start a business aimed at solving the "sick care" problem of American healthcare.Dr. Deep contrasts the standard transactional 7-minute primary care visit with Velocity Health's functional medicine approach, which focuses on root cause medicine and objective diagnostics like VO2 max, DEXA scan, and the coronary artery calcium scan. We also dive deep into the business model, exploring how Velocity Health scales as a 50 state virtual practice, utilizes the MSO PC model for regulation, and maintains an attractive CAC to LTV ratio through its recurring revenue plans.If you're an entrepreneur who believes preserving health is as crucial as preserving wealth, this episode is a must-watch.Questions This Episode Answers:1. Why did an institutional physician leave major hospitals like the Mayo Clinic to start a cash pay medical practice?2. How does a concierge precision medicine approach fundamentally differ from a traditional 7-minute primary care visit?3. What advanced diagnostics, like the VO2 max test, are the most critical KPIs for assessing longevity and health risk?4. From a regulatory and business perspective, how does the MSO PC model work for healthcare startups raising outside capital?5. How can a subscription-based healthcare service maintain an appealing CAC to LTV ratio using a longitudinal relationship model?Enjoy the conversation!__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 The State of Healthcare Today05:00 Emerging Trends in Concierge Medicine10:09 The Shift to Preventive Care14:46 Understanding Functional Medicine20:05 The Role of Technology in Healthcare24:55 The Business Model of Velocity Health30:04 Patient Experience and Engagement34:48 Future of Healthcare and Personalization

Oct. 15, 2025 Modern property management demands more than experience; it requires evolution. In this episode, host Pete Neubig sits down with Derrick Karimian, CEO/Acting VP of Property Management for Krystal Properties, to explore how property management companies can modernize their operations, tech stack, and vendor relationships. From implementing ticketing systems and CRM workflows to tracking KPIs efficiently and building loyalty through continuous improvement, Derrick shares practical strategies to keep your firm agile and competitive. Whether you're optimizing processes, upgrading technology or redefining client experience, this episode reveals the tools and mindset needed to thrive in today's property management landscape.

Strategisches Cross- und Upselling entfaltet Kraft erst dort, wo Beziehungen wachsen – nicht Verträge. Gero Decker beleuchtet, warum echte Umsatzsteigerung in der klugen Entwicklung von Accounts und den individuellen Herausforderungen großer Kunden liegt. Es geht um den Wert gemeinsamer Landkarten, kluge Pricing-Logik und die Kunst, Bedürfnisse früh zu erkennen. Erfolg entsteht nicht aus Taktik, sondern aus wirklicher Nähe zum Kunden. Wer Wachstum führen will, denkt Customer Success als gelebte Verantwortung – nicht nur als Rolle. Du erfährst... In dieser Episode erfährst du… …wie du mit Cross- und Upselling deine Kundenbeziehungen vertiefst. …warum die ersten 30 Tage entscheidend für den Erfolg im SaaS-Bereich sind. …welche Rolle Customer Success bei der langfristigen Kundenbindung spielt. __________________________ ||||| PERSONEN |||||

Did you like this episode? Dislike it?

Send us a textPhones get quiet, bills don't. We tackle the slow-season squeeze head-on with a blueprint for building maintenance clubs that are easy to sell, rich with perks, and powerful enough to turn downtime into dependable revenue. Rachel kicks things off before Crystal and Emily dive into the strategies we use with HVAC, plumbing, roofing, and pest control companies to keep cash flowing when the weather won't do the heavy lifting.We start with the essentials: simplify your plan to one or two tiers, publish it clearly, and equip CSRs and techs with tight scripts that make the value obvious. From priority service and documented maintenance to loyalty credits for future system replacements, we outline member benefits that feel exclusive—not just a discounted tune-up in disguise. Then we layer in smart cross-sells and seasonal bundles that lift average tickets, like IAQ upgrades, duct cleaning, programmable thermostats, water heater flushes, and visual roofing checks that create real reasons to roll a truck when demand dips.You'll also hear practical ideas to keep your brand sticky in a crowded market. Monthly member emails with an owner's note and timely tips, weather-triggered check-ins, and delight moments—think fall pumpkin drop-offs or pet treats for “fur families”—build loyalty and referrals that last longer than a service call. We map out targets (aim for 1,000 members per $1M in service revenue), the KPIs that matter, and the gamified incentives that make teams care: simple spiffs, leaderboards, steak dinners cooked by leadership, even big-ticket raffles for sustained performance. The result is a “smart seat bank” of happy customers ready to buy, freeing peak-season capacity for high-value new calls.If you're ready to stop riding the weather and start building a predictable revenue engine, this conversation is your playbook. Subscribe, share this with a fellow owner, and leave a review to tell us which perk or incentive you'll test first.If you enjoyed this chat From the Yellow Chair, consider joining our newsletter, "Let's Sip Some Lemonade," where you can receive exclusive interviews, our bank of helpful downloadables, and updates on upcoming content. Please consider following and drop a review below if you enjoyed this episode. Be sure to check out our social media pages on Facebook and Instagram. From the Yellow Chair is powered by Lemon Seed, a marketing strategy and branding company for the trades. Lemon Seed specializes in rebrands, creating unique, comprehensive, organized marketing plans, social media, and graphic design. Learn more at www.LemonSeedMarketing.com Interested in being a guest on our show? Fill out this form! We'll see you next time, Lemon Heads!

Forty percent of policyholders have no interaction with their insurer each year. Instead of seeing a compliance gap, Zurich's Chief Customer Officer, Conny Kalcher, saw a massive growth opportunity. This week on The Modern Customer podcast, Conny reveals the high-impact strategic framework she applied, leveraging decades of success at The Lego Group to transform Zurich Insurance. Her strategy, "Beyond Protection," is converting the global insurer into a proactive, human-centric partner. Learn how Conny gained C-suite alignment by proving leaders must "speak finance," linking CX outcomes directly to measurable KPIs on the balance sheet. Tune in now! Blake Morgan is a customer experience futurist, keynote speaker, and author of three books on customer experience. Her new book is called The 8 Laws of Customer-Focused Leadership: The New Rules for Building A Business Around Today's Customer. Follow Blake Morgan on LinkedIn For regular updates on customer experience, sign up for her weekly newsletter here. 

Welcome to another episode of HALO Talks! Today, host Pete Moore sits down with Duff McDonald, former investment banker and well known business journalist, for a fantastic chat. Duff, whose career has spanned investment banking, business journalism, and bestselling books like “The Golden Passport” and “Tickled,” shares insights on how numbers and data have come to dominate our understanding of business and life—but why they often fail to capture what really matters. In this episode, you'll hear Duff break down the difference between “experts” and “specialists,” challenge conventional thinking on metrics, and advocate for living—and doing business—in the present. Pete and Duff explore why true connection, presence, and awareness can lead to better decisions, stronger relationships, and more meaningful work, especially in the world of health clubs and other verticals in the HALO sector. Whether you're an entrepreneur, leader, or simply curious about finding more joy and meaning in your day-to-day, this conversation will invite you to rethink how you measure success and what it means to build something that truly “tickles” you. When we talk about coming "full circle," Duff definitely can relate. He says, "I worked at Goldman Sachs for two years. I was an investment banker in their analyst program, left that and went into business journalism and spent 20 years as a magazine writer, left that and sort of stopped doing so much magazine writing when the Internet kind of destroyed the economics of print, and weirdly, ironically, ended up writing books after that!" Key themes discussed Numbers vs. Essence: Counting doesn't capture true meaning or human experience. Specialists vs. Experts: Doing is valued over analyzing and predicting. Relationships Over Metrics: Human connection outweighs numerical data in business. Entrepreneurship Mindset: Focus on purpose, not just growth or financial results. COVID Reflections: The pandemic brought unexpected personal growth and realizations. Recruiting and Team Building: Seek people driven by passion and engagement. A Few Key Takeaways:  1. Numbers Don't Capture the Whole Story: McDonald challenges the idea that, “if you have the numbers, you have the story.” Having spent years in business banking and journalism, he realized that while numbers can track growth or comparison, they can't really grasp the true essence of a business. Counting and data analysis are certainly valuable, but they're just one dimension—true meaning often lies elsewhere. 2. The Power of Presence Over Metrics: The most impactful moments in life and business happen when you're fully present in the moment—not distracted by the past or anxiously projecting into the future. Duff relates how, during the pandemic, his own mindset shifted to appreciating the “now,” leading to more genuine experiences and better decision-making. This is a reminder that being present—not just monitoring KPIs or quarterly numbers—can actually produce the strongest connections and best results. 3. The Difference Between Experts and Specialists: Duff makes a subtle but powerful distinction: Experts count, analyze, and predict; specialists do, master, and experience. (Read that again!) Real business insight (and life satisfaction) often comes from those with hands-on expertise—the “specialists”—rather than just those who look at or talk about the data. For example, if you're sick, you want the infectious disease specialist, not just the epidemiologist with numbers. 4. Human Connection and Authenticity Trump Data for Retention: Specifically for health clubs and service businesses, Duff and Pete agree that relationships are everything. Customer retention and loyalty aren't driven by clever data models, but by staff who are present, ask questions, and genuinely care. Looking people in the eye, building trust, and creating a real bond is more effective (and fulfilling) than merely simply tracking attrition rates or conversion numbers. 5. Find What “Tickles” You—and Others: Duff's philosophy, as explored in “Tickled,” is about seeking out what genuinely excites and engages you. When people are truly passionate (“tickled” by what they're doing), their energy is palpable and contagious—whether in recruiting, management, or customer interactions. Asking “What are you passionate about?” or “What tickles you?” leads to deeper, more meaningful relationships, both personally and professionally. Resources:  Duff McDonald: https://theduffproject.com/    Duff McDonald LinkedIn: https://www.linkedin.com/in/duff-mcdonald-076a8664   Duff's Books: https://www.amazon.com/stores/Duff-McDonald/author/B001K8NXAU  Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com  

What does it take to build a billion-dollar company with fewer than 100 people, all while placing customer obsession and responsible AI at its core? In this episode of Predictable B2B Success, host Vinay Koshy speaks with Phillip Swan, Chief Product and Go-to-Market Officer of the AI Solution Group, to unlock the secrets behind blending innovative tech, ethical AI, and truly frictionless customer experiences. Philip shares his journey from co-founding PI Partners to merging with AI Solution Group, revealing untold stories about how he and his team leverage AI to drive unprecedented operational momentum and organizational growth. From identifying “migraine-level” pain points to eliminating data leaks caused by shadow AI, Phillip's insights challenge conventional thinking and tackle the big questions: Can AI really build trust and customer advocacy? How do you systemize culture and alignment across traditional business silos? And what is “pre-awareness”, the surprising stage most companies ignore in the buyer's journey? Packed with real-world examples, bold perspectives, and practical frameworks for change, this episode will get you rethinking your approach to product, leadership, and revenue growth. If you're ready to turn customer-centricity from a buzzword into your breakthrough strategy, don't miss this conversation! Some areas we explore in this episode include: Responsible and Safe AI – Ethics, guardrails, and compliance in AI development.Shadow AI Risks – Dangers of ungoverned AI and protecting company data.Customer Obsession – Making customer outcomes a core organizational focus.Revenue Momentum – Using AI and alignment to drive sustained business growth.Breaking Down Silos – Connecting all business functions for better collaboration and KPIs.Pre-awareness in the Buyer Journey – Building trust and influence before customers identify their needs.Change Management & Culture – CEO-driven culture and effective organizational change strategies.AI Agents & Agentic Systems – Defining and building true autonomous AI agents.Customer-driven Product Development – Co-creating solutions with customers based on real pain points.Scaling Customer Experience – Turning every touchpoint, including support and legal, into a customer experience advantage.And much, much more...

What You'll Learn:In this episode, host Shayne Daughenbaugh and guest Lee Campe discuss the application of military leadership principles to continuous improvement. Lee shares his extensive experience across various industries, emphasizing the importance of clear communication, training, and decision-making under pressure. They discuss the need for leaders to be part of the team, set a good example, and ensure effective training and communication to drive continuous improvement.About the Guest:Lee Campe is one of the nation's leading experts in metric development, KPIs, problem solving, and process management. A Lean Six Sigma Master Black Belt, Lee brings decades of experience across industries, including retail, pharmaceuticals, medical devices, food manufacturing, healthcare, automotive, and even space exploration. His unique perspective blends technical excellence with practical leadership drawn from his service as a U.S. Army Airborne Ranger, and as a proud father of two daughters. In this episode, Lee shares how military leadership principles, forged through experience in both the Army and Marine Corps, can be applied to continuous improvement in honor of the U.S. Army's 250th birthday.Links:Lee Campe's Website Click Here For Lee Campe's LinkedIn

In this episode of the Stronger Sales Team podcast, host Ben Wright takes a reflective look back at a defining instalment focused on empowering sales teams through essential strategies that drive lasting success. Ben highlights the importance of revisiting the core principles of sales management to sustain long-term growth, enhance team performance, and improve overall efficiency. Brimming with valuable, SEO-optimised insights, this episode delves into the key foundations every sales leader should embed within their organisation — from implementing a consistent sales framework to applying the Team STEP model for cultivating high-performing teams. Ben also explores the practicality of the three-box model for streamlining metrics and reinforces the value of continuous training as a vital pillar of ongoing team development.Key Takeaways:• Consistently revisiting the fundamentals of sales processes ensures teams maintain efficiency and continue applying time-tested, effective strategies.• Establishing a well-structured sales process promotes consistency, repeatability, and clarity across all sales activities.• This framework supports the development of high-performing teams by prioritising strategic alignment, talent optimisation, and sustained energy.• Adopting a simplified measurement approach—focusing on three key metrics: number of meetings, pipeline size, and overall results—helps avoid overwhelming teams with excessive KPIs.• Reinforcing a culture of accountability, proactive coaching, and knowledge sharing drives collective growth and enhances long-term performance.Time Stamps:0:00 Intro1:11 Blasts From the Past3:43 Recap5:30 What do you do Next?6:30 Schedule Half Day Events7:08 Building the Sales Process9:15 Building the Team Playbook 12:!8 Building the Three-Box Model13:46 Building a Training Program14:51 What Should You Expect from Your Team? 22:33 Wrapping up the Series on Effective Sales Leadership24:34 Health and Fitness TipsRate, Review, & Follow If you're liking what you're hearing, make sure you ‘follow' the show wherever you listen to your podcasts…so you never miss an episode! I'd also love to hear what you think, so drop us a review after you close that next deal…tell me what you're liking, and what you want more of so I can look to cover it in a future episode.

"We will never, ever outperform our self-image."Today on the podcast, Ron Alford joins Bradley to discuss leadership, vision, and mindset of an owner. Ron is a Senior Partner, Vice President of Recruiting, and Executive Coach for Southwestern Consulting. What if the secret to business success isn't just about strategy, but about getting your head AND heart right before you even open your laptop? In this powerful episode, Ron Alford—a 32-year veteran of Southwestern Consulting who's coached more top 1% producers than anyone in the company's 150+ year history—reveals why mindset is truly "the beginning and the end" of everything we do. From his unconventional start selling books door-to-door instead of joining the Marine Corps, to his current role transforming businesses and leaders worldwide, Ron shares battle-tested wisdom on crafting crystal-clear vision, leading remote teams authentically, navigating difficult conversations, and why "our endurance in life is tied directly to the clarity of our vision." Whether you're crushing your goals or facing a bumpy road heading into 2026, this conversation will challenge you to slow down to speed up, move from anxiety to impact, and remember that true wealth isn't measured in trophies—it's measured in the lives you touch. Get ready for a masterclass in servant leadership that will shift how you show up every single day.With over 32 years with the Southwestern Family of Companies, Ron has an extraordinary track record in sales and leadership development. He is a company record holder, having personally achieved the highest level of sales 70 times with Southwestern Advantage, and is a leadership record holder, coaching and training more top 1% producers than any other manager since Southwestern Advantage was founded in 1868.Connect with Ron Alford and Southwestern ConsultingWebsite: southwesternconsulting.comServices Offered:One-on-one Sales, Leadership, and Executive Coaching (12+ month programs).Team Training and Workshops.Keynote Speaking.Special Offer: Tell Southwestern Consulting about your needs and get started with a free consultation. Whether you're looking to increase sales, improve time management, develop leadership skills, or enhance your team's performance, their certified coaches can create a personalized plan tailored to your goals.Visit southwesternconsulting.com or check out their coaching programs at southwesternconsulting.com/coaching,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...

Emanuel Martonca, founder of Soft Fight, reveals how agentic AI is solving one of the biggest challenges in IT services: coordinating pricing decisions across hundreds of people in decentralized organizations.  After his career journey from product management to sales management to discovering pricing at a Simon Kucher workshop, Emanuel shares how his bootstrapped company evolved from traditional consulting to building AI-powered pricing agents that act as an ever-present pricing manager- coaching teams, improving proposals, and recommending pricing models without sending a single byte of data outside the client's infrastructure. In this episode,  learn why AI should augment rather than replace pricing teams, why deterministic calculations still matter, and how to quantify value in IT services without universal quality standards.   Why You Have to Check Out Today's Podcast: Discover how AI solves coordination problems in large IT services companies where hundreds of people make pricing decisions without pricing expertise. Learn why AI should augment pricing teams, not replace them, and why deterministic calculations still matter more than probabilistic AI outputs. Understand how to quantify value in IT services using measurable quality attributes instead of universally accepted standards.   “Pricing is leverage. It allows you to have an impact with very few actions, with little effort."  – Emanuel Martonca   Topics Covered: 01:32 -Emanuel's transformational discovery of pricing at a Belgian retail bank workshop that revealed a world he didn't know existed—launching 18 years of pricing-focused work. 02:37 - Why pricing is the ultimate leverage tool, especially in B2B tech where "it's just communication"—what you write in Excel, on websites, and in proposals. 03:28 - How the pandemic transformed Emanuel from a globe-trotting sales manager into a pricing consultant, then bootstrapped Soft Fight to solve the value extraction gap in tech companies. 04:41 - How large IT companies lose money when hundreds of non-experts across five functions (finance, marketing, sales, delivery, executives) make pricing decisions on every custom project. 06:59 - The evolution from deterministic SaaS pricing rules to AI-augmented agents installed in client infrastructure—solving pricing problems in hours instead of years without sending data externally. 08:00 - Why new deals lack technical depth and renewals lack value articulation—and how AI coordinates knowledge without restructuring organizations. 11:00 - Eight AI agents (four for understanding, four for justifying) with access to all systems but zero external communication—no security or privacy risks. 13:00 - All pricing calculations remain deterministic because AI makes too many mistakes—it's used only for reading RFPs, emails, and meeting notes to improve value communication. 14:17 - How AI acts as a coach recommending pricing models with ready-made arguments, eliminating months of change management—with email as the main interface. 16:17 - Why determining "how long will this take?" is unpredictable and varies by person and timing—and how AI solves the costliest unknown in custom projects. 18:00 - Mark's perspective on why costs matter less than value, and why companies avoid alternative pricing models despite knowing hourly billing hurts both sides. 21:00 - When AI tools cut development time, hourly pricing becomes self-defeating: "You're cutting your own revenue"—forcing the industry to finally sell value, not time. 21:56 - Starting with measurable quality attributes on invented scales that competitors can't compare—getting 80% of the way just by having the quantification discussion. 23:00 - Mark's framework for B2B value and why results translate to economic impact through customer KPIs like reduced complaints, not abstract "quality" metrics. 25:00 - Unlike automotive suppliers with nanometer specs, IT services vendors can define their own quality metrics—putting them two steps ahead of alternatives. 26:00 - The necessity of industry knowledge for value conversations (increase revenue, reduce costs, mitigate risk) and how AI enables understanding of new sectors that would've taken years. 27:30 - Final Advice: AI as Your Pricing Force Multiplier Using AI for research, analysis, and domain understanding when teams are too small or mandates unclear—plus how to connect with Emanuel on LinkedIn.   Key Takeaways: "AI is a huge multiplier for pricing experts—not for calculating prices, I agree with you on that, it's not there yet. But for everything else around pricing, whether we want to call it product management, analysis, or research, it can help us overcome typical challenges." - Emanuel Martonca "Pricing is a change management problem. It can be done, it'll take months, sometimes years, and they have to experiment and they have to make mistakes." - Emanuel Martonca   Resources Mentioned: Simon-Kucher: https://www.simon-kucher.com/en    Connect with Emanuel Martonca: Website: https://www.softfight.com/  LinkedIn: https://www.linkedin.com/in/emartonca/    Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mark@impactpricing.com  

In this episode, Steve Fretzin and Elise Buie discuss:Using data-driven decision-making to manage and grow a modern law firmRedefining work-life integration and employee well-being within professional cultureBuilding brand identity and marketing strategies rooted in authenticity and measurable ROILeadership through adaptability, empathy, and alignment between values and performance metrics Key Takeaways:Reframing “billable hours” as “build-on-invoice hours” can close significant financial gaps by ensuring all productive time is accurately tracked and billed.Setting clear KPIs for every team member creates transparency, objective performance evaluation, and alignment with organizational values.Structured delegation and workflow redesign can reduce working hours without sacrificing productivity, improving overall employee satisfaction.Combining quantitative data with qualitative narratives allows leaders to make informed decisions that support both profitability and people. "If you have good data, I don't care where my people are. They could be in New Zealand on a black beach, and I know exactly what's happening." —  Elise Buie Unlock the secrets of rainmaking success—join Steve Fretzin and four powerhouse legal experts for Be That Lawyer LIVE on August 27; reserve your spot now at fretzin.com/events. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsors!Rankings.io: https://rankings.io/Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Elise Buie: Elise Buie, Esq., is a Seattle-based family law attorney and founder of Elise Buie Family Law Group, a law firm devoted to divorce, family law,​ and estate planning. A survivor of Hurricane Katrina, her own divorce, and many dish-filled sinks piled high after lively family dinners with her husband, Doug, and their blended family of six (six!) now-adult children, Elise knows firsthand what it means to juggle work and parenting, finding balance in between, even if it means a lot of late nights. When she's not advocating for her clients, the best interests of their children, and civility in divorce, you can find her sailing on Puget Sound. Connect with Elise Buie:  Website: https://www.elisebuiefamilylaw.com/LinkedIn: https://www.linkedin.com/in/elise-buie/Facebook: https://www.facebook.com/elisebuiefamilylawInstagram: https://www.instagram.com/elisebuiefamilylawgroup/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

This week on the GovNavigators, we bring you a special episode from Celonis's Process Intelligence Day. we're taking you inside Celonis Process Intelligence Day—where government and industry leaders shared how data-driven insights are reshaping public sector operations. Robert and Adam talk with Colin Wardlaw, Gary Wang, Aubrey Vaughn, and Sairah Ijaz about what it takes to modernize legacy systems, foster cultural change, and measure success through clear KPIs and real results. It's a look at how process intelligence is helping agencies do more with less—and deliver better outcomes for the public.Events on the GovNavigators' RadarOct. 13-15, 2025: AUSA's Annual Meeting Oct. 14, 2025: BENS' Arsenal of Democracy 2.0  Oct. 26-28, 2025: ACT-IAC Imagine Nation ELC 

This episode of the Global Medical Device Podcast, hosted by Etienne Nichols with guest Shannon Decker, CEO of VBC1 and an expert in healthcare transformation, dives deep into the science of how adults learn, contrasting pedagogy (child-centered learning) with andragogy (adult-centered learning). The discussion reveals why traditional training methods, like handing new hires 40 SOPs to read, are often ineffective for experienced professionals in the MedTech industry.Shannon explains the core principles of andragogy: adults are self-directed, problem-centered, and bring a vast reservoir of experience to the table (schema theory). They are less motivated by sequential, externally guided learning and more by what is relevant, timely, and what is in it for them. This self-directed approach means successful training in MedTech requires catering to intrinsic motivation and providing tactile, real-world practice rather than just videos or documentation.The conversation pivots to practical applications across the medical device lifecycle. Shannon shares compelling examples, like improving physician adoption of a medical device by shifting the focus from extrinsic financial rewards and regulatory compliance to the intrinsic motivation of improving patient health outcomes. By making users part of the development process and using performance feedback to tap into a professional's competitive spirit, organizations can achieve significantly higher engagement and successful adoption of new technologies.Key Timestamps[03:20] What is Andragogy? How adults learn differently than children.[04:45] The role of schema theory and existing experience in adult learning.[05:40] Why the traditional "drop 40 SOPs" on a new hire's desk fails adults.[07:15] Case Study: The challenge of low medical device adoption and the missing education piece.[08:50] The power of tactile practice and addressing user confidence (e.g., misusing the device).[11:00] Contrasting Andragogy (self-directed) vs. Pedagogy (directed/sequential).[14:10] Applying adult learning to device development: solving the user's problem.[16:45] How to boost adoption: Intrinsic motivation and making users part of the process.[18:20] The key physician motivator: Desire to help people over money or administrative requirements.[21:10] Behavior science: Focusing on influential champions and mid/top performers for diffusion.[22:45] The "Gold Star" effect: Using competitive spirit and relevant KPIs for motivation.Quotes"The way we come to learning with adults is different... The best way that they learn is coming up with things that are relevant to them, things that are timely, things that they need. They want to be interested." - Shannon Decker"I don't talk about the money that they're going to make... What I talk to them about is by paying attention and doing these screening exams, you're going to have an impact on the overall health of your patient." - Shannon DeckerTakeawaysStop Relying on Documentation for Training: Adult learners need tactile input and practice. Replace or supplement large volumes of SOP reading with project team involvement, practical exercises, and hands-on use to build confidence and retention.Focus on the "What's In It For Me" (WIIFM): When designing a medical device or a training program, identify the user's intrinsic motivations. For clinicians, this is often the desire to improve patient outcomes—lead with this message rather than revenue or regulatory burden.Build Champions, Not Just Compliance: Instead of solely focusing energy on low performers or the loudest voices, identify respected, influential leaders (champions) to pilot and advocate for new technology. Their positive experience drives the Law of Respect and encourages wider...

Host Beau Wigington chats with Bill Pharmer (National Senior Director of Advanced Fabrication, Airgas) and Bryan Thomas (National Director of Package Gas Services, Airgas) at FABTECH about unlocking the hidden cost of welding. You'll hear how to spot leaks in your workflow including spatter, over-welding, wrong gas selection, slow change-outs, and how small fixes compound into cleaner welds, faster throughput, and healthier margins.Key Topics Covered:Why labor dominates cost per weld foot (≈85–90%) and how to focus on the variables that actually move profit.Baseline first: measure wire-feed speed, amperage/voltage, travel speed, gas flow, gas type, burn time, and consumable usage.Operator Factor (arc-on time ÷ total time) as the north-star KPI for rework and throughput.Common profit leaks: loose electrical connections and resistance, poor gas-to-wire ratios, excessive gas flow (“blasting”), and “75/25 for everything.”Over-welding math that hurts: a weld spec'd at 3/16" laid at 5/16" is ~78% more labor, wire, and gas, for zero added value.KPIs that tell on your process: wire-to-contact-tip ratio, gas-to-wire ratio, melt-off rates, and contact-tip consumption patterns.ARCAL® in five mixes (Prime, Flux, Speed, Force, Chrome): when to choose each to improve cleanliness, penetration, and speed without helium guesswork.Change-out efficiency: how Viper (valve-integrated pressure regulator) and quick-connects cut 10–15 minute bottle swaps, protect calibration, and maintain consistent flow to low pressure.Tracking improvement: digital welding efficiency analysis when available; simple manual logs and calculations when it's not.Change management that sticks: coach, show results, and iterate—don't just “turn the knobs and leave.”Memorable Quotes:“Spatter is rework and that does nothing but eat up the labor piece.”“Labor is at least 85% of your cost per weld foot; gas and wire are the small slice.”“If it's over-welded by 1/16", you've over-welded it by ~78% too much labor, too much wire, too much gas.”“The first thing everyone blames is “bad gas ". I promise you it's usually not that.”Learn More About AirgasUnlocking the Hidden Cost of Welding™ program - https://www.airgas.com/industries/metal-fabrication/products-and-services/unlocking-hidden-cost-of-weldingARCAL™ Gas - https://www.airgas.com/solutions/arcalContact the Advanced Fabrication team at Airgas - AdvancedFab@airgas.comWebsite - https://www.airgas.com/ Facebook - https://www.facebook.com/airgasusa/ Instagram - https://www.instagram.com/airgas LinkedIn - https://www.linkedin.com/company/airgas YouTube - https://www.youtube.com/channel/UCzsrLNYAZh7VzLUbgxLLrhw Connect with Beau WigingtonInstagram: @beaudiditwelding https://www.instagram.com/beaudiditwelding LinkedIn: https://www.linkedin.com/in/beauwigington E-Mail : beauw@weld.com

You're invited to go behind the scenes and listen as case managers tell their stories – of long hours, little sleep, and always being ambushed by a bell ringing for help.These unsung heroes of healthcare are receiving their moment in the sun during the next live edition of Monitor Mondays, with a special 60-minute broadcast. The first half of the venerable weekly Internet broadcast will continue to bring you the news and information you've come to rely upon.During the second segment, Patti Velky, American Case Management Association's Board President, will report on the sweeping changes in the newly signed One Big Beautiful Bill Act (OBBBA). The law includes nearly $1 trillion in Medicaid cuts, potentially affecting 12 million people. Changes to state-directed payments and provider taxes could slash hospital funding by $340 billion. With key programs like Disproportionate Share Hospitals (DSHs), telehealth, and Hospital at Home still in limbo, the impact on hospitals, especially in Medicaid expansion and non-expansion states, will be profound. Case management teams will face mounting challenges in discharge planning, amid shrinking resources.Also during the second half of the 60-minute broadcast, Mary Beth Pace, American Case Management Association's Board President-Elect, will report on the one of case management's toughest challenges: difficult discharges. With shrinking resources and limited post-acute options, getting “ready-to-go” patients safely discharged is harder than ever. Mary Beth will share new tactics and practical strategies to help case managers navigate these complex situations.Finally, Adriana Peters, Board President for the Association of Physician Leaders in Care Management (APLCM), will report on how hospitals can turn data into action through the smarter use of metrics, KPIs, and analytics-driven storytelling.The weekly broadcast will also include these instantly recognizable features:Monday Rounds: Ronald Hirsch, MD, vice president of R1 RCM, will be making his Monday Rounds.The RAC Report: Healthcare attorney Knicole Emanuel, partner at the law firm of Nelson Mullins, will report the latest news about auditors.Risky Business: Healthcare attorney David Glaser, shareholder in the law offices of Fredrikson & Byron, will join the broadcast with his trademark segment.Legislative Update: Matthew Albright, chief legislative affairs analyst for Zelis, will report on the news happening at the intersection of healthcare and congressional action.

From Post-It to Pitch: Nailing Your First Stage Gate (Recorded Live on Clubhouse July 25, 2025) A practical walkthrough of the Ultimate Startup Checklist—how to go from idea to execution with sticky-note planning, SMART stage gates, and the X-Factor/brand-promise combo. We cover AI-era discovery (Google and LLMs), mentors and incubators, naming and trademarks, KPIs that matter, and how to use the workbook's embedded GPTs without losing your authentic voice. Hosts: Colin C. Campbell, Michele Van Tilborg

A masterclass in moving from idea to execution—one sticky note at a time. (Recorded Live On Clubhouse July 18, 2025) This week, Colin C. Campbell and Michele Van Tilborg break down the Ultimate Startup Checklist — a practical, step-by-step guide to turning your idea into a real business. From writing your idea on a sticky note to setting stage gates, defining KPIs, and ranking in AI-driven search, this episode walks you through the habits that separate dreamers from doers. Learn how to name your business, test your concept, track what matters, and stay accountable through every stage of the startup journey. Hosts: Colin C. Campbell, Michele Van Tilborg

If your bar's promotions sound like “Happy Hour again,” your guest experience is already invisibleBeing visible online isn't enough anymore, especially in Q4 when everyone's screaming louder on social. The key to driving real traffic is a well-planned secret menu strategy that makes guests feel like insiders, sparks curiosity, and spreads faster than any special ever could This episode is your insider playbook on using secret menus to drive repeat visits, boost bartender pride, and spark three times more social buzz without slowing down service What You'll Learn

Book a free Discovery Call to see how we can help you hit your goals and beyond: https://bit.ly/3TvGiNW or call us at: (214)-453-1591   

"Let's silence having to feel like we have to play whack-a-mole all the time."In this episode, Bradley tackles the chaotic reality many small business owners face - constantly putting out fires and responding to urgent matters without making meaningful progress. He uses the metaphor of the arcade game "whack-a-mole" to describe how business owners jump from one issue to another, with problems popping up faster the better you get at handling them.There's no perfect productivity system that works for everyone, but these sustainable principles help you decide whether you should even be playing the game of whack-a-mole in the first place.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!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising, then provide actionable recommendations. Plus, when you choose to partner with them, they'll waive all setup fees.

What would change if you stopped chasing one off flips and rebuilt a real business that runs without you? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Tiffany High. Tiffany lays out how she left a demanding corporate path to be present for family, stumbled into flipping, then scaled from 40 flips in year one to a virtual operation closing 20 plus deals a month. The turning point was tearing everything down in 90 days and rebuilding with systems, training, and leadership so the company could run without constant firefighting. She explains why newbies should start with wholesaling, how to use licensed inspections plus a GC to scope work, and why leverage and team building beat solo grind. The theme is simple. Real estate is copy and paste when you install infrastructure and remove limiting beliefs. If you are ready to replace hustle with a system, check out the four week Real Estate Business Accelerator and grab a seat at the Columbus workshop. Start implementing one channel, one closer, one scorecard today.   Highlights: 00:00 - 09:59 Origin story and first flips ·        Leaving corporate to support family ·        Discovering flipping and investing in education ·        First 40 flips as a one person show ·        Early mistakes without CRM or lists ·        Why wholesaling should have come first 10:00 - 19:59 From grind to systems ·        Hiring a GC before subs ·        Virtual acquisitions and scope of work flow ·        Inspector plus GC on site together ·        Cosmetic rehabs over gut jobs ·        Median price focus for multiple exits 20:00 - 29:59 Rebuilding the business ·        Year two crash and 90 days reset ·        Installing onboarding training tracking ·        Each closer worth eight deals a month ·        Leadership and removing limiting beliefs ·        Option freedom through leverage 30:00 - 39:59 Marketing and deal flow ·        Diversified channels inbound and outbound ·        Partnering with a realtor team for listings ·        San Diego success case million-dollar month ·        Define success then reverse engineer 40:00 - 49:59 Money and risk management ·        Private lenders and double-digit returns ·        Deals versus business capital ·        Why real estate beats stocks for control ·        Lender package inspections comps photos ·        Only funding deals you would take over 50:00 - 01:00:53 Wholesaling first and next steps ·        What wholesaling is and why to begin there ·        Contract timelines 30 day close 21-day inspection ·        Dispo in under three weeks with buyers list ·        Workshops plus four-week accelerator outline ·        Tactical podcast for ongoing execution   Quotes: “Flipping a house is not a unique thing. It is a copy and paste system.” – Tiffany High “We rebuilt every aspect in less than 90 days and did 300 deals after that.” – Tiffany High “We lock everything up virtually over the phone through an acquisitions process.” – Tiffany High “Success is you define it. Our job is to get you to where you want to go.” – Tiffany High   To contact Tiffany High, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, YouTube, LinkedIn, and Podcast.   Connect with Tiffany High! Website: https://resultsdrivenrei.com/ Instagram: https://www.instagram.com/tiffanyhighofficial/ Facebook: https://www.facebook.com/officialtiffanyhigh  YouTube: http://www.youtube.com/@resultsdriven-rei Podcast: https://www.theresultsdrivenpodcast.com/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #TiffanyHigh #RealEstateInvesting #WholesalingHouses #HouseFlipping #VirtualFlipping #Acquisitions #Dispositions #PrivateLending #RealEstateSystems #KPI #CRM #DealFlow #MarketingChannels #GC #HomeInspection #MindsetShift #Leadership #OptionFreedom #ResultsDriven #ColumbusRealEstate #SanDiegoRealEstate

Tax agencies hold an abundance of data but are they using it to its full potential? In this latest episode of the Tax Breaks Podcast, FTA Chief Operating Officer Ryan Minnick and Comptroller of Maryland Chief Deputy Comptroller Andy Schaufele dive into this critical question, exploring the importance for tax administrators to define their approach to data, performance measurement, and accountability.From the fundamentals of what data agencies rely on today, to the pitfalls of chasing vanity metrics and the role of AI and advanced analytics in shaping the next generation of tax systems, this conversation covers it all.Don't miss key insights about:How agencies balance taxpayer privacy with actionable insights.Why the right KPIs can drive real improvements in compliance and operations.The challenges of measuring what matters in a government setting.Where innovation and data sharing are taking tax administration next. This isn't just about numbers. It's about building smarter, fairer, and more effective tax systems.

Markets are soft, headlines are confusing, and Ottawa is promising to “solve” affordability with half a million new homes a year — but the numbers don't add up. In this no-fluff episode, David Greenspan breaks down what's really happening in Canadian real estate, why government promises won't save affordability, and how agents can stay sharp when leads are scarce.You'll learn where to invest your energy and marketing dollars right now, how to overcome call reluctance, and the exact KPIs to track so you can finish 2025 strong and set up a powerful 2026.

In this episode of Restoration Pros Unplugged, host Clinton James (CMO, Water Restoration Marketing) sits down with Chris Nordyke, President & Co-Owner of Floodlight Consulting Group, to unpack the sales and marketing KPIs that separate thriving restoration companies from those just getting by.Pulled from a powerful live session hosted by WRM and Floodlight, this episode breaks down how to truly “know your numbers” and how tracking the right ones can help you scale smarter, convert more leads, and win more profitable jobs.You'll discover:✅ The top KPIs that drive predictable growth and profitability✅ How to align sales and marketing for better lead conversion✅ The biggest lead management mistakes restoration owners make (and how to fix them)✅ Why tracking performance builds accountability across your entire team✅ Real-world examples of companies using data to scale faster and smarterIf you've ever wondered which numbers actually matter when it comes to growing your restoration business, this episode will give you the clarity and direction you need to take your next leap.Featuring:Clinton James – CMO, Water Restoration MarketingChris Nordyke – President & Co-Owner, Floodlight Consulting Group

Discover the proven financial playbook for a profitable restaurant: KPIs, menu profit, prime cost, and break-even strategies to maximize success. Want to maximize your profits and take control of your business? Dive into the Restaurant Academy and get access to Roger's proven systems at restaurantrockstars.com. Connect with Restaurant Rockstars on Social Media: LinkedIn Roger: https://www.linkedin.com/in/roger-beaudoin-21590016 LinkedIn Restaurant Rockstars: https://www.linkedin.com/company/restaurant-rockstars Facebook: https://www.facebook.com/restaurantrockstars/ Instagram: https://www.instagram.com/restaurantrockstars X: https://x.com/RestaurantRock1 Thank you to our sponsors: • MenuTiger: Seamless QR menus, ordering and payment right from a guest's phone made simple. It's about efficiency and guest convenience. See how much smoother your restaurant can run at https://www.menutiger.com • TerraSlate menus are waterproof, rip-proof, antimicrobial and easy to clean. They ship to every state and over a hundred countries with a fast 1 day turnaround and Free overnight shipping. Get your menus from TerraSlate at https://terraslate.com • The Restaurant Academy: Everything you need to know to optimize profits, maximize sales and train your team in restaurant fundamentals! https://restaurantrockstars.com/joinacademy/ • The Birthday Club – Everyone celebrates their birthday! Get new and repeat business, fill your tables, and boost sales with Birthdays: https://jointhebirthdayclub.com/BirthdayRockstar/

Most Airbnb listings are costing hosts thousands—because they're built wrong.In this breakdown, we show you exactly how to rebuild your listing from the ground up to rank higher, convert faster, and stand out in a crowded market.• The step-by-step to create a perfect, profit-ready listing• The mistakes 90% of hosts make in titles and descriptions• How to fix your visuals and brand in minutes• What data says about click-through and conversions• The system top hosts use to stay booked year-roundWant to make your Listing Perfect? Grab the FREE Guide.Click the link below and DM us "OPTIMIZE"https://ig.me/m/mike.sjogren?utm_source=Podcast&utm_medium=Captivate&utm_campaign=T029&utm_content=OPTIMIZE00:00:56 – Creating the Perfect Listing: What Goes Into It00:03:39 – The Listing Description Framework (Step-by-Step)00:05:34 – Lifestyle Photos That Drive Bookings00:09:16 – Photo Strategy: Location, Amenities, Experience00:13:24 – Use Captions to Boost Click-Through Rate00:14:24 – The Big Description Mistake: Paragraphs vs Bullets00:21:44 – Are You Actually Optimized? The Search-to-Listing Check00:24:03 – KPIs to Optimize Your Listing (Property Refresh Cadence)00:25:30 – Test Photos for Higher Conversions & CTR00:26:57 – Build Your Direct-Booking Brand (After You Dominate Airbnb)Get FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com/

Send us a textThis quick tip episode of the Private Practice Survival Guide breaks down the crucial difference between Forecasting and Projections in private practice financial planning. Forecasting relies on historical data, trends, and KPIs to stabilize operations—helping practices anticipate revenue cycles, manage cash flow, and set realistic budgets for staffing and resources. Projections, on the other hand, fuel innovation by modeling “what-if” growth scenarios such as adding new services, expanding locations, or adjusting payer contracts. Brandon shares practical examples of using forecasts to prepare for seasonal revenue shifts and projections to stress-test strategic moves, while also addressing common pitfalls like over-optimism and ignoring anomalies. The key takeaway: balance both tools to stay financially grounded yet growth-focused, enabling your practice to remain agile, profitable, and future-ready. Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

Trade leaders often obsess over cost per lead while ignoring the bigger picture. In this Around the CAMPfire episode, hosted by Katie Donovan (Camp Digital CEO), Neal Zamore, Head of Marketing at Storr Group, reveals a proven system for managing “cradle-to-grave” KPIs across marketing, operations, and leadership. From dissecting cost per advertising to spotting red flags in cancellation rates, Neal equips HVAC, plumbing, and electrical owners with practical tools to scale profitably. His insights blend big-company discipline with the grassroots tactics every trade leader can deploy tomorrow. Additional Resources: Connect with Neal Zamore on LinkedIn Learn more about Storr Group Connect with Katie Donovan on LinkedIn Follow CAMP Digital on LinkedIn Learn more about CAMP Digital Join The ARENA - a CSTG Community (powered by our media partner, PeopleForward Network) Chad on LinkedIn Chad Peterman | CEO | Author Peterman Brothers Website Follow PeopleForward Network on LinkedIn Learn more about PeopleForward Network Key Takeaways: CPL is not cash: Pair cost per lead with cost of advertising to see real efficiency. Cradle-to-grave funnel: Track spend, calls, set rate, dispatch, turnover, and tickets weekly to catch red flags fast. Smoking gun metrics: When revenue dips, use funnel data to pinpoint cancel spikes, staffing gaps, or scheduling issues. Seasonality matters: HVAC CPLs vary heavily by season, while plumbing CPLs trend lower year-round. Grassroots still wins: Stickers, yard signs, and everyday branding deliver more leads than just spending more. Freedom with fences: Inspire creativity by setting conditions of satisfaction, not micromanaging.

Are you looking for a Third Growth Option ℠ ? We explore two tools that make growth faster and cleaner: visibility and radical candor. Together, they align teams, shorten loops, and turn feedback into progress.• Use shared KPIs and reports to improve alignment • Balance leading and lagging indicators • Reduce silos through open work • Pair clear expectations with direct feedback • Combine data and candor to speed decisionsHave thoughts on this topic? Share them—we may feature them in a future Toolbox episode.Always growing.Benno Duenkelsbuehler CEO & Chief Sherpa of (re)ALIGN reALIGNforResults.com benno@realignforresults.com

In this episode of the Managing Partners Podcast, Kevin Daisey welcomes Cassidy Lewis, Chief Marketing Officer at Cooper Hurley Injury Lawyers and founder of the CMO Academy. Cassidy dives into the ongoing debate of agencies versus in-house marketing and explains why the most successful law firms don't choose; they do both. She also shares insights on KPIs, strategy, fractional CMOs, and how managing partners can empower junior marketers to drive real results. Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. Chapters (00:00:00) - Law Firm Network: Managing Partners Podcast(00:00:35) - The CMO Roundtable with Cassidy Lewis(00:02:15) - Should I Hire an Agency or Build an Internal Marketing Team?(00:05:08) - Do Small Firm's Need an Internal Marketer?(00:09:39) - The CMO Academy and the Managing Partners Mastermind(00:14:30) - On Strategy and New Law Firms(00:15:53) - Cooper Harley Injury Lawyers: Legal Marketing Program

Dans cet épisode, on explore une idée qui bouleverse les habitudes du marketing moderne : et si, pour gagner en efficacité, il fallait apprendre à ralentir ? Le slow marketing propose une approche plus réfléchie, centrée sur la qualité, la cohérence et la durabilité. Moins d'actions, mais plus de sens. Moins d'audience, mais plus d'engagement. Moins de vitesse, mais plus de valeur. Au programmePourquoi le “toujours plus” ne fonctionne plusLe marketing intensif a montré ses limites : audiences saturées, budgets en hausse, rentabilité en baisse.La philosophie du slow marketingInspiré du mouvement “slow”, il remet du sens et du temps dans la stratégie.De l'audience massive à l'audience qualifiéeMieux vaut parler à peu de gens, mais aux bons, et créer une vraie relation.Le marketing durable : rentabilité à long termeMiser sur la fidélisation, le contenu pérenne et la cohérence de marque.Comment amorcer sa transition vers le slow marketingDiagnostiquer, simplifier, repenser ses KPIs et investir dans la qualité.Vers un nouveau contrat entre marques et audiencesLa confiance et la transparence deviennent les nouveaux moteurs de la performance. Pourquoi écouter cet épisodePour comprendre les limites du marketing de volume.Pour découvrir des leviers concrets de croissance durable.Pour apprendre à aligner vos objectifs marketing avec vos valeurs et celles de vos clients.Pour amorcer une transformation vers un marketing plus responsable et plus rentable.---------------

In this episode of The Art of Dental Finance and Management, Art Wiederman, CPA, speaks with Matthew Nelson, a Practice Management Analyst at the California Dental Association. They engage in an insightful discussion about key performance indicators (KPIs) in the dental industry. Drawing on his extensive experience in supporting the growth of dental practices, Matthew outlines the critical metrics and KPIs that dental teams should consistently monitor. He emphasizes a common mistake made by dental professionals: attempting to track too many or too few metrics.Art and Matthew also explore strategies for optimizing scheduling and improving case acceptance rates. They stress the importance of consistent team communication and standardized terminology to build patient trust and enhance treatment acceptance. The episode addresses methods for managing no-shows and cancellations, examines the negative impact of low collections on practice sustainability, and outlines best practices for improving revenue collection.Finally, the episode concludes with a thorough analysis of overhead costs, including team compensation, supplies, laboratory fees, and marketing expenses, highlighting the necessity of regularly monitoring these expenditures.Together, Matt and Art provide actionable recommendations to help dentists improve their production, collections, and overall profitability.

In this episode of Dental Unfiltered, Matt Brown and Dr. Andrew Vallo explore the vital role of production audits in dental practices. They highlight the significance of accurate production reporting and the common challenges practices face during the auditing process. Dr. Vallo offers firsthand insights into how regular, detailed audits can enhance financial transparency, improve associate compensation structures, and streamline operations. The discussion also covers the importance of tracking production trends to make informed decisions and drive long-term practice success.

Josh started his career at American Airlines (AA) and spent 5 years in their MBA leadership development program. Josh's experience at AA further refined his leadership abilities and strategic decision making skills. While employed at AA Josh and his wife Becca started Hadley Designs. As the CEO of Hadley Designs, Josh led the business to gross $100,000+ in revenue within it's first year and in 2022 Hadley Designs crossed the eight figure mark, grossing over $10,000,000 in revenue.Highlight Bullets> Here's a glimpse of what you would learn…. Leveraging AI tools for hiring management-level staff globally.Conducting a time study to identify hiring resource allocation.Creating a clear role profile and scorecard with defined expectations and KPIs.Attracting top talent through detailed job descriptions and hidden tasks.Sourcing a large pool of candidates to ensure quality selection.Implementing AI recruiting tools for streamlined candidate sourcing and application management.Establishing a rigorous vetting process, including assessments and test projects.Conducting group interviews to evaluate candidate interactions and dynamics.Performing thorough reference checks to verify candidates' past performance.Setting high performance standards for new hires to enhance team effectiveness.In this podcast episode, the speaker, an experienced entrepreneur and host of the "Ecomm Breakthrough Podcast," shares a detailed seven-step process for hiring management-level staff using AI tools. The speaker emphasizes the importance of conducting a time study to allocate hiring resources effectively, creating detailed role profiles and scorecards, and leveraging AI tools like ChatGPT for efficiency. They discuss innovative techniques such as group interviews and AI-driven resume screening to streamline the hiring process. By implementing rigorous vetting processes and thorough reference checks, the speaker provides actionable insights for scaling businesses to eight figures and beyond.Here are 3 short, actionable takeaways from the podcast summary:Start with a Time Study: Track your daily activities in 15-minute increments for two weeks to identify tasks you can delegate—this sets the foundation for hiring the right management-level support.Use AI to Streamline Hiring: Leverage tools like ChatGPT to quickly generate tailored role profiles and scorecards, and platforms like Workable to automate resume screening and candidate sourcing.Vet Rigorously, Hire Deliberately: Implement group interviews, test projects, and reference checks to assess both skills and culture fit—only hire candidates who raise the bar for your existing team.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough YouTubeeComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comOdesk (now known as Upwork)Criteria Corp (for assessments)Workable.phChatGPTSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorSponsor for this episode...This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started Hadley Designs in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then go to www.EcommBreakthrough.com (that's Ecomm with two M's) to learn more.Transcript AreaJosh Hadley 00:00:00  Today, I'm going to be walking through how we're going to be leveraging AI to hire management level staff anywhere in the world. Okay. And I'm going to be showing you guys kind of the filters, everything that we've set up. There's a lot to dissect in 20 minutes. So we're going to be flying through all of this. But the good news is Jim and Mimi, those two things that you talked about AI and hiring leaders, like, that's exactly what I'm talking about today. All right. So this is the easy way to use AI to find incredible management level contractors overseas. as Bryce mentioned. Who am I? So first and foremost, father of four, husband to a beautiful wife. We had a baby six months ago. Five months ago. His name is Harvey and Harper. She's the one here. She's a she's my second and she's six years old. So happy to have her with us. And then we started our brand on Amazon back in 2016. We've been an eight figure brand on Amazon for three years straight now and then.Josh Hadley 00:00:49  I'm also the host of the Ecomm Breakthrough podcast, where I share strategies to scale from 7 to 8 figures and beyond in the e-commerce world. All right. So first up, I want to share a story. So all of us have heard the amazing opportunity to go higher $3 an hour. Filipinos that can revolutionize our business, right? Everybody's talked about that. Okay, so this was me back in 2017 being like, oh, everybody's hiri...

Send us a textDe plomero a billonario: los 3 no negociables de una mentalidad imparable En esta masterclass, converso con Ismael Valdés, emprendedor méxico-americano que vendió su empresa por más de $100M y hoy construye Nuve, un termostato inteligente con miras globales, sobre la disciplina mental que lo llevó de los trades (plomería, HVAC, roofing) a escalar compañías de cientos de empleados.Lo que te vas a llevar:Los 3 no negociables de Ismael para rendir al máximo:Dormir bien (6–8 h) para pensar claro y ejecutar.Ganar la mañana: 15 min para ti (rezar/meditar/escribir) antes del teléfono.Una meta al día (una sola) y enfocarte hasta completarla.Cómo vencer las voces limitantes (muchas veces de gente cercana) y convertir obstáculos en lecciones que pagan.Cuándo contratar para proteger tu tiempo y acelerar la operación.Por qué finanzas básicas (PNL, balance, cash flow, KPIs) son el idioma del crecimiento.La diferencia entre “ganar solo” vs. construir equipos que ganan contigo.La definición de éxito de Ismael hoy: paz interna y familia.Quién debe verlo: fundadores, operadores y líderes que quieren claridad, foco y tracción diaria sin distracciones.Mención especial: Ismael estará en Business Masters Live (CDMX, 15–17 de octubre) para profundizar en mentalidad, sistemas y crecimiento. Más info en businessmasters.mx.

On today's episode, Dr. Addison Killeen and Dr. Chris Green lead a breakout session titled “By the Numbers: Hygiene and Associate KPIs,” diving into the essential metrics that drive growth, profitability, and accountability within dental practices. They stress the importance of balancing hard data with a strong team culture, emphasizing that while spreadsheets and KPIs are crucial, it's the deeper impact on patients and team members that truly drives performance. Through real-world examples and personal practice data, they explore how to track and apply key metrics like treatment plan dollars, case acceptance, hourly production, and hygiene efficiency. They also break down strategies for building productive hygiene departments, onboarding associates with aligned expectations, and using KPIs as coaching tools instead of punitive measures. Their simple systems—like visual scorecards and red/green indicators—help teams stay focused without feeling overwhelmed. The ultimate goal: create sustainable success by aligning data with purpose, behaviors, and consistent team recalibration. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast