Podcasts about lifetime value

Mark Young is the CEO of Ryze Agency, where he helps brands scale through world-class marketing, sharp product positioning, and operational clarity. Mark has built multiple successful businesses and has become a trusted advisor for founders looking to break through plateaus and expand into new markets.  He has recently published a series of 5 books titled the Ecommerce Brand Guide to the Galaxy with Benjamin Hardy.Highlight Bullets> Here's a glimpse of what you would learn…. Differences between selling on Amazon and Shopify, focusing on intent-based versus cold traffic marketing.Common misconceptions brands have about marketing metrics, particularly the focus on ROAS.Importance of understanding customer acquisition cost (CAC), lifetime value (LTV), and average order value (AOV) for sustainable growth.Strategies for increasing average order value through upsells and bundles.The significance of customer experience and retention marketing on Shopify compared to Amazon.The role of storytelling and brand identity in engaging customers on Shopify.Examples of successful and unsuccessful brand strategies in e-commerce.Actionable takeaways for brands looking to scale on Shopify.The impact of brand loyalty and customer relationships on long-term success.Recommendations for influential books and tools in the e-commerce space.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley speaks with Mark Young, CEO of Ryze Agency, about scaling DTC brands on Shopify. Mark explains the fundamental differences between Amazon's intent-based selling and Shopify's cold traffic environment, emphasizing the need for brand storytelling. He challenges the common obsession with ROAS, introducing the "holy trinity" of metrics: Customer Acquisition Cost, Lifetime Value, and Average Order Value. Mark also highlights the importance of retention marketing and authentic customer relationships, sharing real success and failure stories to illustrate how strategy, not tactics, drives sustainable e-commerce growth.Here are the 3 action items that Josh identified from this episode:Shift from “conversion” to “connection” Stop treating Shopify like Amazon. Build demand through storytelling, content, and brand experience—optimize for trust and engagement before expecting conversions.Scale with the right metrics (not ROAS) Track and optimize your CAC:LTV:AOV triangle. Aim for a 1:3 CAC:LTV ratio, and be willing to accept lower short-term ROAS to acquire high-value customers.Increase AOV + retention to unlock profit Bundle products, upsell, and improve post-purchase experience. Focus on repeat buyers (email/SMS, loyalty, CX) to maximize LTV and make your paid acquisition sustainable.Timestamps:00:00:38 Introduction to the E-comm Breakthrough PodcastThe announcer introduces the podcast, aimed at helping seven-figure e-commerce business owners unlock their full potential and growth.00:00:52 Host's Introduction and Guest WelcomeHost Josh Hadley introduces himself and the episode's guest, Mark Young, CEO of Ryze Agency and author.00:02:12 The Challenge of Scaling from Amazon to ShopifyMark discusses why brands successful on Amazon often struggle on Shopify, highlighting the fundamental differences between the platforms.00:04:15 Amazon vs. Shopify: Intent vs. Cold TrafficA breakdown of how Amazon is an intent-based platform, while Shopify requires cold traffic marketing and brand storytelling.00:05:57 Common Misconceptions Brands Have with AgenciesMark explains the two types of clients he encounters: startups who think they know everything and brands with agency trauma.00:08:20 The Problem with Over-relying on ROASMark details why Return on Ad Spend (ROAS) is a "fool's metric" and how agencies can manipulate it.00:11:02 The Holy Trinity of E-commerce MetricsMark explains the three core KPIs brands should focus on: Lifetime Value (LTV), Customer Acquisition Cost (CAC), and Average Order Value (AOV).00:18:24 The Importance of Average Order Value (AOV)Discussion on why an AOV of at least $50-$100 is crucial for profitability due to shipping costs and consumer psychology.00:21:09 Focusing on Customer Experience and RetentionMark argues that brands focus too much on acquisition and not enough on creating an impressive backend customer experience.00:24:49 The Mindset Shift from Amazon to ShopifyBrands moving from Amazon must learn to focus on customer experience and brand storytelling, which Amazon handles for them.00:28:11 Building a Relational BrandThe importance of creating a personal, relational brand on Shopify, as opposed to Amazon's transactional nature. People buy from people.00:33:19 Be the Guide, Not the HeroUsing the "StoryBrand" framework, Mark explains that brands should act as the guide (Gandalf) for their customer (Frodo).00:35:09 Case Study: A Successful Skincare BrandA brand succeeded by understanding its brand voice, embracing omnichannel marketing, and defining clear goals for its agency partnership.00:38:00 Case Study: A Failed BrandA brand failed due to a reactive CEO, a singular focus on top-line revenue, and training customers to expect constant discounts.00:41:38 Three Actionable TakeawaysJosh Hadley summarizes the key lessons: understand your brand story, focus on LTV over ROAS, and prioritize customer retention.00:44:03 Mark's Most Influential BooksMark shares his favorite and most influential books, including works by Donald Miller, Will Guidara, and Stephen Covey.00:45:12 Leveraging AI in BusinessMark discusses how his agency uses AI, specifically "Claude bots," to imagine a new kind of business, not just automate tasks.00:48:08 Who to Follow in the E-comm SpaceMark recommends following Alex Hormozi and Donald Miller and emphasizes the value of nano and micro-influencers over macro-influencers.00:49:16 How to Connect with Mark YoungMark shares where listeners can find him, his books, and his agency, and discusses his passion for helping entrepreneurs.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comTools and Websites  "Ryze Agency": "00:02:01"  "Shopify": "00:02:55"  "

Who's to blame when your Amazon listing converts at nine percent, but a physical store selling the same product closes seventy percent of the walk-ins? You are. Neil Twa dives into the stark contrast between online and in-store conversion rates, referencing insights from a Voltagedm piece and Mark Ryski's work on retail conversion. Physical stores convert between twenty and seventy percent of visitors, a number that should make any ecommerce operator pause. Neil shares a real-world example with Ashley, whose launch was stalling under ten thousand dollars a month due to fundamental missteps. He outlines three actionable moves that sellers at any level can start implementing on Monday. First, audit your main image like a stranger walking past your store. Can you tell in two seconds what it is? If this resonates, you might be juggling more channels than you realize, with conversion data buried somewhere. Ready to implement with us? Join the Voltage Business Builders cohort at voltagedm.com?utm_source=rss&utm_medium=show_notes&utm_campaign=epNone Ready to implement with us? Join the Voltage Business Builders cohort at voltagedm.com: https://voltagedm.com?utm_source=rss&utm_medium=show_notes&utm_campaign=ep-draft

Work With Me To Scale Your Business: https://go.scalingwithsystems.com/GustavoVidales ———————————— Watch Me Fix $1M+ Businesses Live: https://youtube.com/playlist?list=PLF-fSrHojCgG8V5-7AKVrKgcbtsd-BXti&si=kEOVnNFnLhhhDbYA ———————————— Join Our Team: https://www.scalingwithsystems.com/careers ———————————— In this episode of the Constraint Call, Ravi sits down with Gustavo, founder of a virtual assistant agency providing inside sales agents for real estate, doing $220K a month with a razor-thin 5–10% profit margin. Chapters: 00:00 Intro & Meet Gustavo: VA Agency Doing $220K/Month 00:53 The Business: Revenue Breakdown & the Real Constraint 04:52 Pricing Structure, Lifetime Value & the Part-Time Problem 09:51 Who's Actually Being Served: Avatar & ICP Deep Dive 13:40 Cold Calling vs. Inbound Leads: Which Client Actually Works 17:42 Why the Offer Is Stuck Between Done-With-You & Done-For-You 21:05 Reworking the Offer: Full-Stack Done-For-You at $3,000–$3,500/Month 25:11 Why You're Optimizing for the Wrong Avatar 30:18 Adding Risk Reversals & the Alignment Guarantee 33:07 Reworking the Marketing & Sales to Match the New Offer 37:26 How to Transition From Old Offer to New Without Losing Revenue

Work With Me To Scale Your Business: https://go.scalingwithsystems.com/whats-next ———————————— Watch Me Fix $1M+ Businesses Live: https://youtube.com/playlist?list=PLF-fSrHojCgG8V5-7AKVrKgcbtsd-BXti&si=kEOVnNFnLhhhDbYA ———————————— Join Our Team: https://www.scalingwithsystems.com/careers In this episode of the Constraint Call, Ravi sits down with the founder of Hispanic Auto Leads, whose business generates and converts car buyer leads for dealerships at $350K–$365K a month. Together they dig into the real numbers behind the funnel and uncover a costly blind spot: the business isn't spending nearly enough on ads relative to its lifetime value, quietly leaving close to $1M a month on the table. Ravi breaks down the math live, showing why a low close rate isn't actually the problem, and lays out a simple framework for scaling ad spend, testing creatives, and tracking the right KPIs. It's a real-time look at how one overlooked number can unlock the next phase of growth. Chapters: 00:00 Intro: Welcome to The Constraint Call 00:29 The Business: Hispanic Auto Leads for Car Dealerships 01:08 Current Revenue: $350K–$365K/Month 01:21 From $30K to $85K: The First Transformation 02:16 Identifying the New Constraint: Sales Infrastructure 03:42 How the Constraint Shows Up in the Numbers 04:23 Breaking Down the Funnel: Lead Form → Calendly 06:17 Reviewing Cost Per Lead Live 07:45 Who's Managing the Ads Now 08:08 The Close Rate Problem: 14.54% 09:52 Checking Qualification Questions & Disqualifiers 15:39 Reverse-Engineering the Real ROI: 117X Lifetime Return 17:46 The Real Issue: Not Spending Enough on Ads 19:38 The Math: Going From $2K to $10K/Month in Ad Spend 20:34 The Lesson: Historic Benchmarks vs. Arbitrary KPIs 21:19 "You're Losing a Million Dollars in Lifetime Value" 21:53 Why Most Business Owners Under-Spend on Ads 22:17 The 5X Minimum ROAS Rule 23:31 Should a VSL Replace the Lead Form Funnel? 24:25 Why Lead Forms Attract Lower-Intent Leads 25:13 The Next Constraints: Salespeople & Calendar Space 25:29 The Ad Creative Problem: Same Ad for Years 26:59 Fixing KPI Tracking & Dashboards 28:00 Building the New VSL Page Structure 29:43 Scaling Ad Spend: The Creative Testing Framework

CALCULATING EMPLOYEE LIFETIME VALUE   For decades, talent acquisition has been measured by speed and cost—time-to-fill and cost-per-hire dominated the conversation while the true economic impact of every hire remained frustratingly opaque. Yet as workforce strategy matures into a board-level priority, a critical shift is underway: organisations are finally beginning to quantify what an employee is actually worth over their entire tenure. Employee Lifetime Value (ELTV) represents the holy grail of people analytics—a single metric that captures productivity, revenue generation, retention savings, and cultural contribution from day one to departure. This webinar demystifies the calculation, exposes why most organisations get it wrong, and reveals how TA leaders can use ELTV to transform recruitment from a cost centre into a profit-driving strategic function.   Key Themes We Must Address:   • Defining the Metric – Breaking down the ELTV formula beyond simplistic revenue-per-employee to include performance trajectory, promotion velocity, and knowledge transfer value   • The Data Dilemma – Why HRIS fragmentation, inconsistent performance data, and short organisational memory make accurate ELTV calculations notoriously difficult   • Hiring for Longevity vs. Performance – The tension between selecting candidates with maximum immediate output and those who compound value over years of tenure   • The Cost of a Bad Hire, Revisited – How ELTV reframes traditional cost-of-vacancy models by revealing the exponential drag of underperformers who stay too long   • Segmenting by Role and Level – Why a one-size-fits-all ELTV approach fails, and how to build role-specific models for revenue-generators, innovators, and cultural anchors   • TA's Credibility Currency – Using ELTV projections to secure executive buy-in for longer search cycles, premium candidate experiences, and competitive offer strategies   • The Retention Multiplier – How onboarding quality, manager effectiveness, and development investment directly inflate or deflate ELTV before a recruiter's work is even tested   • Predictive ELTV in Sourcing – Emerging signals and assessment methodologies that forecast lifetime value at the point of application, not just post-hire   • From Metric to Movement – Building organisational accountability around ELTV so that talent acquisition, HRBPs, and line managers share ownership of the full employee journey   Watch this essential discussion to elevate your strategic influence. Mastering ELTV separates transactional recruiters from architects of sustainable workforce value—and the window to lead this evolution is narrowing.     We're on Friday 24th July at 2pm BST. Register by clicking on the green button (save your spot) and follow the channel here (recommended).     Ep397 is supported by our friends at Greenhouse   With application volumes at historic highs, AI claims shaping procurement, and candidate fraud entering the funnel in ways most teams can't track, your ATS decision carries more weight than ever. Download this updated guide from Greenhouse for a practical roadmap to cut through vendor noise, understand true total cost of ownership, and choose the platform your hiring function actually needs.   Download now

If you're focused on how much you can make from a client right now, there's a good chance you're leaving thousands of dollars on the table. In this episode of The Real Truth About Business podcast, I'm breaking down one of the most overlooked pricing strategies in service-based businesses: lifetime value versus one-time revenue. This is for service-based entrepreneurs who are stuck in a revenue plateau, constantly chasing new clients, and wondering why their revenue growth feels inconsistent. After 9 years of experience, I can tell you this is one of the biggest gaps in pricing strategy. Inside this episode, I walk you through how to use lifetime value to increase profit, stabilize your pipeline, and simplify your sales process without constantly being in client acquisition mode.What You'll Learn:The difference between lifetime value and one-time revenue in your business strategyWhy focusing only on one-time sales is hurting your revenue growthHow to use retention to increase your conversion rate and profitWhy client acquisition is more expensive than client retentionHow to structure offers that support long-term business growthHow to calculate and use lifetime value in your pricing strategyEpisode Highlights:[00:00] Introduction: The pricing strategy most people overlook[03:00] Lifetime value vs one-time revenue explained[06:00] Why high-ticket one-time offers aren't always more profitable[10:00] Real examples of retention increasing revenue[14:00] How subscriptions and retainers build lifetime value[18:00] Why client acquisition is draining your resources[22:00] How to structure offers for long-term profitability[26:00] The impact of retention on your pipeline and sales process[30:00] How to calculate your average client lifetime valueKey Takeaways:One-Time Revenue Is Limiting Your GrowthHere's what I see constantly. Business owners focusing on closing the biggest sale possible upfront.After 9 years of working with service-based entrepreneurs, I can tell you that approach often limits your revenue growth.Yes, you might make $5,000 from one client.But then what?If there's no next step, no retention, no ongoing relationship, you're back to square one. Back to lead generation. Back to selling. Back to starting over.That cycle is what creates inconsistency in your business.Lifetime Value Changes EverythingWhen you shift your business strategy to focus on lifetime value, your entire model changes.Instead of asking:“How much can I make right now?”You start asking:“How much is this client worth over time?”That could look like:RetainersRenewalsUpsellsRepeat offersInside the Focused Visionary Framework, this strengthens your Pricing and Pipeline pillars immediately. Because you're no longer relying on constant new leads to sustain your business.Retention Is More Profitable Than AcquisitionThis is where the numbers matter.Every time you acquire a new client, it costs you:TimeEnergyMarketing effortSales conversationsBut when you retain a client?That cost disappears.Which means your profit increases without doing more work.Even a small increase in retention, just 10 percent, can significantly impact your overall revenue growth and stability.Most Businesses Are Closing the Door Too SoonThis is one of the biggest pricing mistakes.You complete a project, deliver the service, and move on.No follow-up.No next step.No retention offer.So the client assumes the relationship is over.Not because they don't want to continue. But because you didn't show them how.That's lost revenue.That's lost opportunity.And that's exactly why so many service-based entrepreneurs feel stuck in a revenue plateau.Your Offers Should Lead SomewhereEvery offer in your business should have a next step.That could be:A retainerA maintenance packageA follow-up serviceA higher-level offerWhen you build your sales process this way, your pipeline becomes more predictable and your conversion rate improves.Because you're not constantly starting from zero.Pricing Should Reflect the Full RelationshipThis is where most people get it wrong.They price their offers based on:TimeMarket ratesWhat others are chargingBut they don't factor in:RetentionReferralsRepeat businessWhen you understand your average lifetime value, you can price more strategically.You might:Lower your entry price to increase retentionCreate easier entry pointsFocus on long-term profitability instead of short-term gainAnd that's how you build a sustainable business model.Profit Comes From Stability, Not SpikesThis is the real goal.Not random high months followed by low months.But consistent, predictable revenue growth.When you focus on lifetime value:Your pipeline stabilizesYour sales process becomes easierYour profit increasesBecause you're building on existing relationships instead of constantly chasing new ones.You Need Data to Make This WorkThis is not guesswork.You need to know:How long clients stay with youHow much they spend over timeHow often they come backOnce you have that data, you can:Adjust your pricing strategyImprove your offersIncrease your overall profitabilityThis is CEO-level decision making.And it's what allows you to scale sustainably.Resources MentionedSubscribe to Back Pocket Insights for FREEBook a CEO Strategy Call Learn more about The Missing Piece IntensiveLearn more about The Focused Visionary AcceleratorDownload the FREE Lead and Conversion TrackerSubscribe to the Sunday Morning Brew NewsletterAbout the Host:Michelle DeNio is a business strategist based in Sarasota, Florida, specializing in helping service-based entrepreneurs break through revenue plateaus using her Focused Visionary Framework. With over 300 podcast episodes and 9 years running her consulting business, she helps coaches, consultants, and service providers scale sustainably through strategic planning, pricing optimization, and sales process development.Connect with MichelleWebsiteThreads Instagram LinkedIn Facebook

A CMO Confidential Interview with Brent Rivard, co-founding Partner of Geezer Creative, previously CMO of Internova Travel and President of Mass Minority. Brent shares his thoughts on the tunnel vision, reliance on "safe" playbooks, and faulty KPIs that often prevent marketers from seeing the elephant in the room. Key topics include:- Why you shouldn't confuse media with sales- The relentless focus on young consumers even in categories like alcohol where Gen X and Boomers out-consume youth 8:1- The distressing lack of employees over 50 in the agency businessTune in to hear why loyalty is in decline and the idea of agency selection based on a "Jam Session" instead of an RFP. ⏱️ Chapters00:01 - Introduction to Brent Rivard04:25 - The Overlooked $8.3 Trillion Market07:37 - The Myth of Lifetime Value and Changing Consumer Loyalty09:45 - Industries Adapting vs. Falling Behind19:23 - Reassessing KPIs and Marketing Metrics23:28 - Cultural Shifts and Modern Aging31:46 - Practical Advice for Working with AgenciesSubscribe for weekly episodes featuring world-class marketing leaders, board members, and C-Suite executives.#CMOConfidential, #MarketingLeadership, #BrandStrategy, #CorporateActivism, #MarketingStrategy, #CMO, #AIinMarketing, #ExecutiveLeadership, #BrandReputation, #ConsumerTrust, #DigitalMarketing, #MarketingInsights, #ThoughtLeadership, #BusinessStrategy, #CustomerCentricSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most business owners pour everything into finding new clients while the ones they already have run on autopilot. In this episode, we break down why retention is one of the most powerful and most underused revenue strategies available to any business, from the real financial cost of losing a client to how to build a proactive retention rhythm that keeps relationships active and growing. If you have never calculated the lifetime value of your average client relationship, this episode will change how you think about the business you are already sitting on.

Durante años, las empresas han intentado entender qué piensa el cliente a través deencuestas, estudios de mercado y consultorías externas. Sin embargo, mientras buscabanrespuestas afuera, ignoraban una de las fuentes de información más valiosas que yatenían dentro de la organización: las conversaciones cotidianas con sus clientes.En este episodio conversamos con David Cabrera, CEO de WiseCX, sobre cómo la inteligencia artificial está transformando el contact center de un centro de costos reactivo en una fuente de inteligencia para el negocio.Exploramos cómo llamadas, chats, reclamos y solicitudes pueden convertirse en señalesestratégicas para mejorar productos, optimizar procesos, anticipar riesgos de fuga y fortalecerla experiencia del cliente.Estas son las cuatro lecciones que nos deja esta conversación:La voz del cliente es un activo estratégico: por qué las conversaciones que antes se archivaban como registros operativos pueden convertirse en una fuente de inteligencia para entender la permanencia, el abandono y la decisión de compra.La IA transforma conversaciones en decisiones: cómo identificar patrones, emociones, fricciones y oportunidades de negocio a partir del análisis masivo de interacciones con clientes.La omnicanalidad revela la historia completa: por qué el verdadero desafío no es abrir más canales, sino conectar cada interacción para comprender el recorrido integral del cliente.El futuro de la experiencia es estratégico: cómo métricas como el Lifetime Value y el nuevo rol del talento humano están redefiniendo la relación entre servicio, rentabilidad y crecimiento.Este episodio es una invitación para los líderes que quieren dejar de ver las quejas como unproblema operativo y empezar a entenderlas como una ventaja competitiva.Porque cada conversación puede contener una alerta temprana, una oportunidad comercial ouna idea capaz de transformar el futuro de una organización. Si quieres descubrir cómo convertir la voz de tus clientes en inteligencia para crecer, innovar y tomar mejores decisiones, este episodio es para ti.Contenidos recomendadosPódcast Innovación BancolombiaEP 166. Lo barato sí puede ser memorable. Así lo logró Wingo.EP 159. La fórmula de LATAM Airlines para que la experiencia valga más que el tiqueteEP 158. El cliente no siempre tiene la razón. ¿Cómo construir una experiencia de cliente que genere valor?Blog Capital InteligenteLas empresas no fracasan por falta de datos: fracasan cuando dejan de entender a las personasEvolución del BPO: ¿cuál es su impacto en Colombia?¿Cómo está impactando la inteligencia artificial en las empresas?

A preview of the busy week ahead on Wall Street, a look at the "buy it for life" philosophy, and a pair of stock picks from a money pro.

Quando un Titolare pensa alla crescita dello Studio, quasi sempre pensa a due cose: acquisire più Pazienti e aumentare il fatturato.Ma il fatturato, da solo, non ti dice quanto denaro resta davvero a disposizione sul conto corrente.In questa puntata ti mostro le 7 leve strategiche che puoi governare per aumentare il profitto disponibile del tuo Studio:E il marketing è solo una piccola parte di una sola di queste.In questa puntata parliamo di:Perché il fatturato è una metrica di vanità e qual è il numero che devi davvero monitorareLe 7 leve strategiche per aumentare il profitto disponibile del tuo StudioPerché alzare i prezzi, fatto nel modo giusto, non fa scappare i Pazienti ma filtra quelli sbagliatiCome recuperare margine senza acquisire un solo Paziente nuovoCome sfruttare il Lifetime Value dei Pazienti che hai già in anagraficaUn esercizio pratico per capire su quale leva agire nei prossimi 90 giorni

Chapters 00:00 Introducción y Reconexión 03:01 Reconocimiento y Experiencias con Klaviyo 05:53 Desarrollo de Productos y Feedback 09:02 Estrategias de Marketing y Costos de Adquisición 11:49 Importancia del Valor Promedio de Orden 14:52 Aumento de Rentabilidad y Estrategias de Retención 18:03 Análisis del Lifetime Value y Estrategias Financieras 22:19 La Importancia del Volumen en los Negocios 27:24 Mentalidad de Ahorro vs. Inversión 29:20 Estrategias de Pop-Up y Análisis de Datos 36:06 Optimización de Recursos y Experiencia del Cliente 40:04 Ejecutar y Aprender en el Mundo Empresarial   Recursos mencionados en este episodio:

In this episode of the HVAC Know It All Business Edition Podcast, co-hosts Gary McCreadie and Furman Haynes from WorkHero sit down with TJ O'Connor, President at Farmington Consulting Group to discuss key findings from the latest Contractor of the Future Report. Based on insights from more than 1,000 HVAC contractors across the United States, TJ shares what top-performing companies are doing differently when it comes to sales, marketing, customer experience, and business operations. From proposal strategies that increase close rates to marketing investments that drive growth, this conversation is packed with actionable business advice for contractors at every stage. TJ O'Connor is a leading industry analyst focused on the HVAC channel. Through Farmington's annual Contractor of the Future Report, TJ works closely with contractors, distributors, and manufacturers to uncover trends, best practices, and strategies that help HVAC businesses grow profitability and stay ahead of industry changes.   Expect To Learn: - Why the most successful HVAC contractors focus as much on business operations as technical expertise - How offering four or more proposal options can significantly improve close rates - The relationship between marketing investment and business profitability - Why tracking marketing performance is essential for sustainable growth - How Google Business Profiles and online reviews influence lead generation - The importance of choosing profitable jobs instead of simply chasing volume - Why premium customers often create more long-term value than price-focused customers   Timestamps: 00:00 - Introduction 01:14 - Contractor of the Future Report 02:35 - How Farmington Collected Data from Over 1,000 HVAC Contractors 04:18 - What the Top 10-15% of Contractors Are Doing Differently 06:33 - Why Offering More Proposal Options Increases Sales 09:40 - Moving Beyond Good-Better-Best Pricing Models 11:34 - Should Contractors Walk Away from Certain Jobs? 14:18 - Building a Consistent Year-Round Marketing Strategy 19:05 - The Most Effective Lead Generation Channels in HVAC 20:15 - Using Social Media and TikTok to Grow an HVAC Brand 22:12 - Why Some Customers Create More Long-Term Value Than Others 23:38 - Maintenance Plans, Referrals, and the Lifetime Value of Premium Clients   Follow our Guest TJ O'Connor: LinkedIn: https://www.linkedin.com/in/tjoconnorfcg/  Company LinkedIn: https://www.linkedin.com/company/farmington-consulting-group/  Company Website: https://farmingtonconsulting.net/    Follow Gary McCreadie: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/  Website: https://www.hvacknowitall.com  Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/  Instagram: https://www.instagram.com/hvacknowitall1/    Follow Furman Haynes:  LinkedIn: https://www.linkedin.com/in/furmanhaynes/  WorkHero: https://www.linkedin.com/company/workherohvac/  Instagram: https://www.instagram.com/workhero__/

Most law firm owners track average case value — but that's only part of the picture. In this episode, Victoria breaks down why average lifetime value is the metric that truly moves the needle when it comes time to sell your firm. Using estate planning as a real-world example, Victoria walks through how a single client relationship can unfold across decades, and what that means for the overall value of your practice. She also explores how referral networks compound that value in ways most firms never think to measure. The difference between a firm that tells a buyer "our average case value is $2,500" and one that can demonstrate long-term, predictable client relationships? It can be the difference between a yes and a no — or between an average multiple and a great one. If you're thinking about selling in the next few years, this episode will change how you look at the clients you already have.   What You'll Learn: •⁠  ⁠The difference between average case value and average lifetime value — and why it matters to buyers •⁠  ⁠How to calculate the lifetime value of a single client relationship •⁠  ⁠Why sophisticated buyers care more about predictability than top-line revenue •⁠  ⁠How referral networks factor into a client's true value to your firm •⁠  ⁠Practical ways to start tracking lifetime value in your existing case management system •⁠  ⁠How to present this data to a buyer in a way that tells a compelling story •⁠  ⁠What it takes to successfully transfer client relationships — not just files — to a new owner   About Victoria Collier Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including prior military service and CPA training, she brings a unique perspective to the financial side of business valuations. She helps transform law firms into more valuable and sellable businesses while guiding attorneys through life after law.

Send us Fan MailThe Profit Academy for Interior Designers Doors are Now Open, sign up here:https://www.theprofitacademyforinteriordesigners.com/In this episode of The Business of Beautiful Spaces, Laura Thornton breaks down one of the most powerful numbers in your interior design business: Client Lifetime Value (LTV). Instead of judging a client by a single project, LTV helps you understand what a client is truly worth over time through repeat work and referrals.Laura walks you through how to calculate both Revenue LTV and Profit LTV, using a simple step-by-step method you can apply to your last 10 to 20 clients. You'll learn how to factor in repeat phases, referral value, and profit margin to get a realistic number you can actually use to make decisions.Then Laura explains why knowing your LTV changes everything, especially when it comes to marketing. Once you understand what one ideal client is worth, you can confidently decide what you can afford to spend to acquire a new client, evaluate marketing channels without emotion, and build smarter strategies to attract clients who stay, spend, and refer.Laura also shares a quick action plan you can complete this week to calculate your LTV and set a marketing budget target based on that number.Finally, if you're ready to think like a CEO and build pricing, scope, and profit systems that support long-term growth, Laura invites you to join The Profit Academy for Interior Designers, now available in three tiers:Self-Study Foundation ($699): Learn the framework independently with self-paced trainings, templates, scripts, and worksheets.Signature Profit Systems ($1,299): Get weekly live implementation calls, Q&A support, and cohort accountability alongside the full course.Profit Accelerator ($1,999): The highest level of support, including two private 1:1 mentorship sessions with Laura and personalized guidance to plug profit leaks and move faster.A free way to support our show is by leaving it a five-star rating and review on Apple Podcasts. It's a chance to tell us what you love about the show and it helps others discover it, too.Step-by-step guides, AI Chat GPT Made Simple and Claude Made Simple, start at the very beginning and then walk you through building your own role-based AI assistants, complete with prompts, checklists, and plug-and-play workflows you can implement immediately. Get both guides (and more designer resources) here: https://thebusinessofbeautifulspaces.com/designer-resourcesBe sure to follow along on Instagram @thebusinessofbeautifulspaces + @thorntondesign to stay up to date on what we're talking about next week. If you love our podcast, please, please, please leave us a review. If you have any questions or topic ideas OR you wish to be a guest email us thebusinessofbeautifulspaces@gmail.com or find us on instagram @thebusinessofbeautifulspacesLaura Thornton is the  principle designer of Thornton Design Inc, located in Kleinburg, ON.  Since founding the company in 1999, Laura has been committed to creating a new kind of interior design experience for her clients. Thornton Design is an experienced team of creative talents, focused on curating beautiful residential and commercial spaces in the Toronto, Ontario area and beyond. Now sharing all the years of experience with other interior designers to create a world of collaboration and less competition. The Business of Beautiful Spaces  I @thebusinessofbeautifulspacesThornton Design                                      I @thorntondesign

This special Organic Growth Podcast series is being recorded live at the McGuire Woods Healthcare Private Equity & Finance Conference in Chicago. In this first episode, Stewart Gandolf, CEO of Healthcare Success, sits down with Quin Wright, Senior Vice President of Real Rev, to discuss lifetime value.

Want to win on Amazon? Join our chat with Michael and Joe Shelerud from Ad Advance. We'll simplify how to calculate your target ACOS and show you ways to make products that keep customers coming back, building a super strong brand in the process. Plus, we'll talk about boosting your repeat purchase rate to keep the sales rolling in.Get ready to race ahead in Amazon's marketplace with strategies that put you in the lead. This episode is a rerelease of one of our most popular episodes. Please note the resources and link section for any relevant updates.We'll see you in The PPC Den!

Most entrepreneurs are laser-focused on getting new clients — but that obsession might be exactly what's keeping them stuck. In Part 3 of the Mastering Multiple 6-Figure Years series, I'm breaking down the two metrics that separate businesses that compound from businesses that constantly restart: Lifetime Value and Customer Experience.If your business model requires a fresh batch of new clients every single month to hit your revenue goals, this episode is the honest conversation you didn't know you needed.In this episode:Why the real money is in the clients you already have — and how most entrepreneurs miss this entirelyWhat Lifetime Value actually means (and how to stop leaving it on the table)How to build natural client pathways so your business stops starting from zero every monthWhat a client experience worth talking about actually looks likeThe questions to ask yourself about where your business might have retention gapsScaling to multiple 6-figures? Apply for the CEO Mastermind here.Stabilizing your revenue before your scale? Get inside The Inner Circle here.Wanting Instagra to feel easier & more profitable? Grab the Socially Sold IG Playbook here.

In this episode, I take a deep dive into one of the most debated topics in the membership world: why member lifetime value is actually more important than focusing solely on churn rates.I share my insights on reframing how we look at member retention and challenge the idea that churn makes the membership model less viable than courses or other digital products.Whether you're struggling to boost retention or just questioning your business model, this episode is packed with practical advice and a fresh perspective on what really impacts your bottom line.Get ready for a mindset shift that could transform how you approach your membership strategy!In this episode:Why is member lifetime value a more valuable metric to track than churn rate in a membership business?How should membership owners reframe their thinking when faced with member cancellations and natural churn?What's the real financial impact of churn compared to other business models like selling courses or client services?In practical terms, what steps can owners take to improve the overall value of each member rather than just fighting churn numbers?Thank You For ListeningI really appreciate you choosing us and for supporting the podcast.What's your next step?If you haven't launched your membership yet, I've made my signature Membership Roadmap Course completely FREE, walking you through exactly how to get set up for success!Already have a membership and looking to grow and scale? Join me inside Membership Academy where I'll help you take your membership to the next level.And if you found this episode valuable, I'd be eternally grateful if you would leave an honest review and rating for the show. They're extremely helpful when it comes to reaching our audience, and I read each and every one!Key Quotes & Takeaways:"If a member only stays for X months, then what's the point? Usually that's followed by, I might as well do X. So why would I run a membership? Because if members are only going to end up canceling after 10 months, then I might as well just sell online courses.""We debunk the whole myth that industry average churn rate is 3 months, and we actually debunk the idea of industry average at all. Now, if you had to pin it down and you absolutely had to give a thumb in the air industry average, it's more like 8 or 9 months.""If you get exactly the same amount of sales of a $500 course, the end result financially is still the same. Each sale of that course to you is worth $500 for the lifetime of your relationship with that person who buys the course. In the same way that the lifetime value of every individual person who joins your membership, that's $50 a month, 10% churn rate, is $500.""Churn rate is merely a factor in determining the end point after which you get no more money from that person. So when you use that definition, courses have a churn rate. It's just that churn rate is instantaneous because you get no more money from the sale of that course after the initial sale goes through. So it has a 100% churn rate."

For years, conversion copywriting has been treated as the gold standard in marketing.If the landing page converts, the copy is working…right?But what if conversion isn't actually the most important metric anymore?In this episode, I'm sharing why the copywriting is no long only about getting the sale. It also needs to speak to the right clients who stay.Because if someone buys once and disappears, something in the marketing experience was misaligned.Values-First Marketing shifts the focus from quick conversions to long-term relationships. And messaging that reflects your values clearly helps the right people recognize themselves in your work.When that alignment exists, marketing becomes easier, trust builds faster, and clients stay longer.What You Can Expect In This Episode:Why conversion rates don't tell the full story about your marketingHow Values-First Marketing filters the right clients before the saleThe concept of trust velocity and why it matters now (no one is talking about this!)The difference between fear-based urgency and inherent urgency (and why it matters for your bottom line).Why copywriting isn't actually about convincing people.If your clients are giving you a headache, this episode will help you rethink what your messaging so that it brings in your best-fit clients that you love to serve!➡️ SHOW NOTES: Grab all the links and resources mentioned in this episode on the blog here!https://www.megankachigan.com/conversion-copywriting-retention-strategyFREE RESOURCE: Copy not converting? Increase your conversion rate in 5-minutes a day when you join my free 5-day challenge “Why Isn't This Converting?”CONNECT WITH MEGAN:Join My Inbox Community → www.megankachigan.com/email Website → www.megankachigan.comLinkedIn → https://www.linkedin.com/in/megan-kachigan-loehr-9957684b/Threads → https://www.threads.net/@megankachiganInstagram → https://www.instagram.com/megankachigan/Join the Why Isn't This Converting?" Free 5-Day challenge to get more clients from your copy by clicking here!Know exactly what to fix in your copywriting with this "Why Isn't This Converting?" Free 5-Day Challenge. You'll get bite-sized email prompts where you'll apply one simple, high-impact fix in just minutes to make your content convert without having to re-write everything or constantly guess at what's going to work.

Send a textMost nonprofits track gift size.  The best fundraisers track lifetime value.Join Cara as she unpacks the lifetime value mindset and why recurring donors often become some of the most valuable supporters a nonprofit has. While major gifts create big moments, monthly donors quietly build the steady support that sustains a mission over time.What you'll learn in this episode:Why your quietest donors may be your most valuableHow a lifetime value mindset changes how fundraisers evaluate donor impactEffective but simple ways to engage and retain recurring donorsHow simple prompts can turn one-time gifts into monthly supportWhy this matters:When fundraisers shift from tracking gift size to understanding lifetime value, monthly donors often emerge as some of the most important supporters in their community.About Cara:Cara Augspurger is the Executive Director of Grace Care Center Foundation and an on-the-ground correspondent for The Nonprofit Podcast, sharing practical insights from real nonprofit leadership and fundraising experience.Topics covered in this episode: monthly giving | recurring donors | donor retention | nonprofit fundraising strategy | lifetime value | donor relationships | nonprofit leadership | recurring donationsWhat makes Donorbox the Best Nonprofit Fundraising Platform to Achieve Your Strategic Goals?Easy to customize, available in multiple languages and currencies, and supported by leading payment processors (Stripe and PayPal), Donorbox's nonprofit fundraising solution is used by 80,000+ global organizations and individuals. From animal rescue to schools, places of worship, and research groups, nonprofits use Donorbox to raise more funds, manage donors efficiently, and make a bigger impact.Discover how Donorbox can help you help others!The Nonprofit Podcast, along with a wealth of nonprofit leadership tutorials, expert advice, tips, and tactics, is available on the Donorbox YouTube channel. Subscribe today and never miss an episode.Support the show

What happens when a demand generation specialist steps out from the comfort of high-growth SaaS startups to launch a growth marketing agency dedicated to quality over quantity? In this episode of Predictable B2B Success, Vinay Koshy speaks with Scott Gelber, founder of SIG Marketing, whose innovative approach has generated over $3.6 million in qualified inbound pipeline for Series A and Series B SaaS companies—all fueled by the power of Google Ads. Curious why Google Ads is not always a perfect fit for every SaaS business, or how to focus on prospects that truly make a difference? Scott Gelber shares lessons from his transition to agency life, revealing the criteria he uses to identify ideal clients and the frameworks he uses to prioritize qualified opportunities. Discover why automated bidding strategies may not work for B2B SaaS, the secret to optimizing landing pages, and the real math behind advertising ROI. Whether you are a SaaS marketer, founder, or growth enthusiast, this episode uncovers the building blocks of success in digital marketing and challenges conventional wisdom on ad strategy. Tune in for actionable insights you will not hear anywhere else. Some topics we explore in this episode include: From In-house to Agency: Scott Gelber describes his shift from demand gen specialist to marketing agency founder.Mindset & Strengths: The importance of constant testing, innovation, and learning in demand generation.Ideal SaaS Clients for Google Ads: Key criteria for targeting Series A/B SaaS startups, including market size and product maturity.Market & Product Fit: Why total addressable market and category familiarity matter for Google Ads success.Lifetime Value & Pricing: How average contract value and competitiveness influence campaign feasibility.Google Ads as a Lead Entry Point: Using ads to start conversations, including follow-up and multi-channel touchpoints.Campaign Setup & Optimization Framework: Scott Gelber's step-by-step process for campaign structure, reporting, and keyword selection.Landing Pages & Ad Copy: Strategies for developing relevant landing pages and differentiating ad copy.Managing Multiple Personas: Balancing messaging and campaign structure for companies with diverse buyer types.B2B SaaS Ad Strategy vs. Common Advice: Why B2B SaaS firms should prioritize manual bidding and tight targeting over Google's automated recommendations.and much, much more...

Unlock the secrets to landing high-paying, right-fit clients and taking your speaking business to the next level. In this episode, Gina Carr interviews Angelique Rewers, CEO of BoldHouse, who shares actionable advice for speakers looking to transform their impact and grow sustainably.* The biggest untapped opportunities speakers miss with corporate clients* How to maximize client lifetime value and avoid the "one-and-done" keynote trap* Building scalable training offerings (and when to bring in outside support)* The crucial role of AI in today's business landscape and how to position your expertise* The 5 rules of business every expert needs to accelerate growth and profitabilityBecome an NSA Member! https://nsaspeaker.org/join/#membership Learn more about your ad choices. Visit megaphone.fm/adchoices

Most practices track numbers, but very few track the metrics that actually drive growth. Dr. Pete and Dr. Stephen break down the ten measurements that determine whether a practice is building momentum or quietly leaking it. This conversation reframes metrics away from surface-level activity and into leadership tools that reveal retention, stability, and profitability. By clearly separating practice metrics from business metrics, the framework shows how operational performance and financial outcomes are directly connected. The result is clarity and control. When the right metrics are measured consistently, decisions become simpler, leadership becomes stronger, and growth becomes predictable.In This Episode You Will:Understand the10 core metrics that determine retention and long-term growthLearn how practice-side metrics and business-side metrics work togetherSee why retention begins at conversion and compounds through complianceDiscover which numbers reveal truth versus vanityClarify how better measurement leads to better leadership decisionsEpisode Highlights06:34 - Dr. Pete frames the series around the two sides of the coin and why commitment is the center that makes both work08:30 - Dr. Stephen clarifies the three identities required to grow: doctor, operator, and business owner14:26 - The conversation defines KPIs as the measurement system that organizes focus and exposes what to fixPractice Metrics19:14 - Stick rate defines how long people stay under care and where retention breaks down by visits, months, or milestones22:32 - Kept visit average (KVA) is introduced as the daily retention signal showing how consistently people show up as scheduled25:24 - Compliance percentage is established as the core retention driver indicating whether patients follow care recommendations26:37 - Inactives and churn rate expose how many people are silently leaving and why defining “active” matters31:30 - Total active patients reframes growth away from visits per week and toward the size of the active care baseBusiness Metrics33:29 - Collection visit average (CVA) measures what the practice collects per visit and can be segmented by stage of care35:06 - Lifetime value (LTV) connects retention to economics by combining patient visit average with collection visit average39:49 - Total revenue is tied back to retention through volume of visits driven by people staying in care40:29 - Monthly recurring revenue (MRR) and annual recurring revenue (ARR) are positioned as the stability engine of the model41:51 - Retained revenue measures the durability of the recurring model by showing how much revenue stays after churn Resources MentionedLearn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/  To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

In this episode of Pathmonk Presents, Kevin sits down with X Wang, founder of Essence of Email, to break down what actually drives retention and long-term revenue for ecommerce brands. X shares how his agency focuses on email and SMS as performance marketing channels, balancing short-term revenue with lifetime value. The conversation dives into common mistakes brands make by either over-sending or under-utilizing their lists, how deliverability and ISP rules impact results, and why segmentation and timing matter more than volume. X also explains how a website should support conversions by building trust, handling objections early, and reinforcing relevance. This episode offers practical insights for marketers looking to improve retention without burning their audience.

The PRACTICE is the Clinical Entity that exists to deliver better health outcomes for the PATIENT.The BUSINESS is the Economic Engine that exists to drive Profit for the Owners and the Team.  Dr. Stephen and Dr. Pete kick off a powerful five-part series that reframes growth through a clear distinction most owners struggle with: the difference between a remarkable practice and a remarkable business. And this struggle is costing them in terms of impact, income - and sleep!Using MARKETING data, KPIs, and real-world examples, they unpack how your practice ATTRACTION operations drive patient impact while your business's MARKETING metrics determine sustainability, profitability, and freedom. This MARKETING conversation sets the foundation for 2026 by showing how aligning teams not just with purpose, but with financial clarity, becomes the true growth accelerator. When the practice and business work together, momentum follows.In This Episode You Will:Understand the difference between a remarkable practice and a remarkable businessLearn why practice success does not automatically create business healthSee how KPIs clarify accountability on both sides of the coinDiscover why teams must understand profit, not just purposeClarify how practice metrics and business metrics drive different outcomesEpisode Highlights00:57 – Learn why this episode serves as the foundation for a five-part series separating the responsibilities of the practice from the realities of the business.01:43 – Discover how assigning clear KPIs becomes the fastest path to clarity, accountability, and meaningful traction.04:32 – Recognize why elevating business understanding across the entire team is essential for the future of chiropractic.06:37 – Reflect on how leadership is tested when personal loss intersects with professional responsibility and organizational culture.09:28 – Understand why emotional resilience and relationships are as critical to sustainability as systems and strategy.14:31 – See the defining distinction between the practice as a clinical entity and the business as an economic engine.16:44 – Clarify how financial alignment transforms team motivation by connecting effort to shared outcomes.18:15 – Discover why owning both sides of the practice and the business reshapes leadership and team engagement.23:57 – Learn how operational systems drive patient outcomes while business systems determine financial performance.35:20 – Recognize how mastering a small set of business metrics replaces marketing anxiety with confidence and peace of mind. Resources MentionedLearn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/Golden Ticket Giveaway to the Upcoming Immersion - DM the words ‘Podcast Business Immersion' on The TRP Instagram page - https://www.instagram.com/theremarkablepractice/To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

The Value of LTV:CAC Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. The Lifetime Value to Cost of Customer Acquisition ratio is called LTV:CAC and is a useful ratio in determining the health of a startup. To calculate the Lifetime value, take the monthly revenue and divide by the churn rate. To calculate the Cost of Customer Acquisition, take the number of new customers for a month and divide by the cost of sales and marketing for that month. Compare the LTV to CAC to determine the ratio. The ratio must be at least 3:1 to prove the business viable. The higher the LTV:CAC, the higher the gross margins and profit margins. This provides a greater reinvestment rate into the business. Investors place a higher valuation on startups with higher LTV:CAC ratios. SaaS businesses often have a 5:1 LTV:CAC, which comes from the recurring revenue. SaaS businesses at the Series A level often have a 7:1 LTV:CAC. The higher the multiple, the higher the growth rate for the company. Check the LTV:CAC rate of a startup to determine its growth prospects. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

Want higher retention, more referrals and a stronger lifetime value without constantly relying on new customer acquisition? This episode is for you. I'm breaking down how to increase adoption fast so customers actually use what they buy, get a quick win, and build the kind of momentum that turns into long-term results, renewals, and word-of-mouth growth. You'll learn the shift that changes everything: it's not enough to sell the product, it's your responsibility to design an experience that makes starting frictionless, progress obvious, and consistency more likely. I walk you through 5 practical levers to drive usage, including simplifying the first step, building smart reminders and cues, using proactive check-ins that reduce cancellations and returns, creating community and recognition that reinforces identity, and leveraging social proof to keep belief high while results catch up.   HIGHLIGHTS Why usage beats acquisition and how it impacts retention, referrals, and lifetime value. The real reason customers cancel, return, or churn even after an excited purchase. How to design a "fast start" experience that creates an early win and reduces drop-off. The 5 most effective ways to increase adoption (without becoming high-maintenance.) How to use reminders, community, and recognition to build habit and consistency. Why "perception is reality" when customers decide whether your offer is worth it. How retention improves your CAC-to-LTV math, and why that changes everything.   RESOURCES Join the most supportive mastermind on the internet - the Mentor Collective Mastermind! Make More Sales in the next 90 days - GET THE BLUEPRINT HERE! Check out upcoming events + Masterminds: chrisharder.me Text DAILY to 310-421-0416 to get daily Money Mantras to boost your day.   FOLLOW Chris: @chriswharder Frello: @frello_app

Send us a textMany sellers focus too much on PPC budgets when Q1 hits, but it's your bids that drive real results. After the holidays, your strategy should shift to match reduced demand, lower storage fees, and break-even ACOS targets. This video unpacks how to think long- and short-term with paid ads.Let's audit your Q1 PPC strategy and stop wasteful spending before it snowballs: https://bit.ly/4jMZtxu#AmazonPPC #Q1strategy #ACOSgoals #EcommerceAds #amazonadvertising --------------------------------------------------------------------------Want free resources? Dowload our Free Amazon guides here:Amazon PPC Guide 2026 is here!: https://bit.ly/4lF0OYXAmazon SEO Toolkit 2026: https://bit.ly/4oC2ClTQ4 Selling Playbook: https://bit.ly/46Wqkm32025 Ecommerce Holiday Playbook: https://bit.ly/4hbygovAmazon Crisis Kit: https://bit.ly/4maWHn0TIMESTAMPS00:00 – Should You Adjust PPC Budgets Manually in Q1?00:11 – Why Bids Are More Important Than Budgets00:33 – How Amazon Handles Budget Spikes01:00 – Bids, Clicks, and Conversion Strategy After Holidays01:37 – Should PPC Strategy Be Long-Term or Short-Term?02:27 – Lifetime Value vs. One-Time Purchases in PPC03:13 – When Losing Money on Ads Makes Sense03:42 – Matching Strategy to Market Size and Product Type03:47 – Calculating Break-Even ACOS After Holidays04:19 – Why Break-Even May Shift in January________________________________Follow us:LinkedIn: https://www.linkedin.com/company/28605816/Instagram: https://www.instagram.com/stevenpopemag/Pinterest: https://www.pinterest.com/myamazonguys/Twitter: https://twitter.com/myamazonguySubscribe to the My Amazon Guy podcast:My Amazon Guy podcast: https://podcast.myamazonguy.comApple Podcast: https://podcasts.apple.com/us/podcast/my-amazon-guy/id1501974229Spotify: https://open.spotify.com/show/4A5ASHGGfr6s4wWNQIqyVwSupport the show

In corporate development and finance, the excitement of an acquisition often masks the underlying risks. Financial Due Diligence (FDD) is the structured investigation into a company's total financial health. It is the crucial "forensic" step that moves a deal from celebration to investigation, determining whether a transaction is a winning strategy or a multi-billion dollar mistake.The 5 Pillars of Financial Due DiligenceTo assess risk and validate value, finance teams focus on five critical areas in the financial data room:1. Quality of Earnings (QoE)This is the bedrock of FDD. It separates "accounting profits" from repeatable, sustainable core performance. Teams look for Normalization Adjustments, stripping away one-time legal settlements or non-market salaries to find the true Adjusted EBITDA.2. Revenue and Customer AnalysisHigh revenue numbers can be deceiving. Analysts dig into:Customer Concentration Risk: If one customer accounts for 40% of revenue, the valuation must be discounted due to instability.Churn Rates: Understanding why customers leave and how long they stay.Revenue Quality: Differentiating between recurring contracts and one-time projects.3. Working Capital and Cash Flow HealthThis pillar determines if paper profits convert to usable cash. Red flags include:Accounts Receivable Aging: Customers paying slower and slower, masking potential bad debt.Inventory Turnover: Massive buildups that suck cash out of the business without guaranteed future sales.4. Debt and Off-Balance Sheet ItemsLurking "landmines" can blow up deal economics. Analysts search for:Pending litigation or unknown tax exposures.Underfunded pension liabilities.Environmental cleanup costs.5. Forecast AssessmentEvery target company presents a "conservative" growth story. FDD stress-tests these assumptions by modeling the unit economics (e.g., Customer Acquisition Cost vs. Lifetime Value) and building conservative "downside" scenarios.The Role of FP&A: The Bridge to IntegrationIf you are in FP&A, your role is pivotal. You are the bridge between historical numbers and the forward-looking plan. Your team must:Tear apart growth claims: If a company claims 20% growth, what is the required hiring plan and CapEx?Scrutinize Synergies: Cost synergies (office closures) are reliable; revenue synergies (cross-selling) are highly speculative and should be heavily discounted in models.Final Strategic ThoughtFDD is not a box-checking exercise; it is the firewall that protects shareholder value. Master it by prioritizing the Quality of Earnings and never letting deal enthusiasm override forensic investigation.

Send us a textRyan Pineda and Dean Graziosi dive deep into building high-value customer journeys, mastering leadership for scale, and the marketing mindset required to grow from $10M to $100M in business.⁣⁣Watch the full interview here - https://youtu.be/oXV7QIJU4O8⁣⁣Connect with Dean:⁣IG: https://www.instagram.com/deangraziosi/⁣YouTube:  @deangraziosi ​⁣__________⁣⁣Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣⁣Want to scale your business? Attend our next Forge event! https://theforge.vip⁣⁣Join a free Bible study for Christian business leaders. https://www.tentmakers.us⁣__________⁣⁣CHAPTERS: ⁣0:00 – Building a 9-Figure Business⁣0:52 – The Value Ladder Strategy⁣2:45 – Designing the Perfect Customer Journey⁣4:00 – Attracting the Right Clients (Not Tire Kickers)⁣6:00 – Lifetime Value vs. Acquisition Cost⁣6:39 – Going from $10M to $100M⁣10:00 – Modern Marketing That Actually Works⁣12:30 – Mastery Over HypeLearn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...

Nick talks to Allan Dib, author of The 1-Page Marketing Plan and Lean Marketing, about the power of simplification in marketing and business growth, particularly for those with seven- to eight-figure businesses.  Allan shares his core philosophy, the structure of his 9-box marketing plan, and the importance of focusing on a "rich life" by design. KEY TAKEAWAYS Simplification is crucial in marketing, as complexity often hampers execution and leads to procrastination. Allan's 1-Page Marketing Plan is a 9-box framework that simplifies the entire customer journey. Focus on specialisation (niching) and avoid the temptation to widen your market, as being highly specialised allows you to charge more, resonate better with customers, and communicate with higher precision. The only two marketing metrics that truly matter are Cost of Customer Acquisition (CoCA) and Lifetime Value (LTV). All other metrics are merely tools to help troubleshoot or optimise these two primary figures. Convert customers by delivering a world-class experience and orchestrate referrals by making the referrer look good, which creates positive goodwill and brand equity for your business. BEST MOMENTS "My role in simplification is to simplify the complex." "The only two metrics that really, really matter are your Cost of Customer Acquisition and Lifetime Value." "If you do the first parts of your marketing right, sales becomes so easy and frictionless." "How do we get to that rich life, how do we live a life that's essentially awesome?" VALUABLE RESOURCES Exclusive offer for SCALE UP listeners! Level up your marketing with The 1PMP Architect, a free tool by Allan Dib that builds your custom marketing plan. Access it here: leanmarketing.com/scaleup  Allan Dib on LinkedIn - https://au.linkedin.com/in/allandib Allan Dib on Instagram - https://www.instagram.com/allandib/?hl=en Lean Marketing With Allan Dib on YouTube: https://www.youtube.com/@LeanMarketingOfficial To get your copy of Nick's new book, go to http://bit.ly/4ngC2hO Exit Your Business For Millions - Download This Guide: https://go.highvalueexit.com/opt-in Nick's LinkedIn: https://www.linkedin.com/in/realnickbradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

Amy Stockberger, CEO of Amy Stockberger Real Estate, shares her groundbreaking Lifetime Home Support (LHS) model, which generates repeat and referral business. She details how her team of "serverpreneurs" converted every cost center into a profit center, generating $385,000 annually from 110 vendor partners. Amy reveals the crucial flaw in her previous business and shares her firm's rule for AI adoption: if employees aren't using AI first, they are being "irresponsibly unproductive". Give your clients the competitive edge with Zillow's Showcase. Discover how this exclusive, immersive media experience—featuring stunning photography, video, virtual staging, and SkyTour—helps agents drive more views, saves, and shares. Agents using Showcase on the majority of their listings on Zillow list 30% more homes than similar non-Showcase agents. Learn how to stand out and become the agent sellers choose. https://www.zillow.com/agents/showcase/   Follow these links for resources mentioned in the show: Top 10 VIP Items  HST Framework  Competitive Analysis   Connect and learn more about Amy on Instagram - Facebook. And online at amystockberger.com, lifetimehomesupport.com, amystockberger.com/press.    Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1   To learn more about becoming a sponsor of the show, send us an email: jessica@inman.com You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube, Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

Thanks to our partners Promotive and Wicked FileHow much does it really cost your shop to win a new customer, and is it worth it?Most shop owners don't realize they're spending hundreds, sometimes thousands of dollars just to bring in a single new face, and in some cases, they're losing money on every “win.”In this episode, Hunt Demarest, CPA with Paar Melis and Associates, breaks down the real cost of customer acquisition and why understanding Customer Acquisition Cost (CAC) and Lifetime Customer Value (LTV) can make or break your business.Hunt exposes the hidden math behind flashy ad campaigns that fail to pay off, showing how every dollar spent should be tied to measurable, long-term value. Whether you're trying to grow your car count or cut wasted marketing spend, this episode will help you see what your customers are truly worth and how to make every one count.What you'll discover…(00:15) Why CAC and LTV are key to making sense of your marketing spend(02:30) Why percentage-based ad budgets often fail auto repair shops(05:05) What happens when you expect your ads to “pay off in one visit”(07:10) How to calculate Customer Acquisition Cost (11:15) Understanding Lifetime Customer Value (16:20) Analyzing CAC and LTV for smarter business decisions(20:20) Proven strategies to improve CAC and LTV in your shop(24:35) Why word-of-mouth shops can have zero acquisition cost and massive lifetime valueThanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Automotive Repair Podcast Network: https://automotiverepairpodcastnetwork.com/Remarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the Aftermarket A to Z with Matt Fanslow: From Diagnostics to Metallica and Mental Health, Matt Fanslow is Lifting the Hood on...

Want to raise more money without adding more work? In this episode, I break down the three simple levers that can exponentially increase your donor lifetime value. You'll learn how to make small, strategic changes, like improving retention, boosting average gifts, and increasing giving frequency, that add up to huge results. A little growth in each area can multiply your fundraising impact faster than you think. Episode Highlights 01:15 Main Topic: Growing Donor Lifetime Value 02:01 Three Key Levers to Increase Donor Value Resource The Board Clarity Club A monthly membership for boards that provides training and live expert support to help your board have total clarity on how to be the best board possible. Learn More >> About Your Host Have you seen Casino Royale? That moment when Vespa slides in elegantly, opposite James, all charming smile, razor-sharp wit and mighty brainpower, and says, "I'm the money"? Well, your host, Sarah Olivieri has been likened to Vespa by one of her clients – not just because she's charming, beautiful and brainy– but because that bold statement "I'm the money" was, as it turned out, right ON the money. Sarah helps nonprofits transform their organizations from failing to thriving. And she's very, very good at it. She's brought nonprofits back from the brink of insolvency. She's averted major cash-flow crises, solved funding droughts, board conflicts and everything in between… and so she has literally become "the money" for many of the organizations she works with. As the former director of 3 nonprofits and founder of 5 for-profit businesses, she understands, deeply, the challenges and complexities facing organizations and she's created a framework, called The Impact Method®️, which can help you simplify operations, build aligned teams and make a bigger impact without getting overwhelmed or burning out – and Every. Single. One. Of her clients that have implemented her methodologies have achieved the most incredible results. Sarah is also a #1 international bestselling author, holds a BA from the University of Chicago with a focus on globalization and its effect on marginalized cultures, and a master's degree in Humanistic and Multicultural Education from SUNY New Paltz. Access additional training at www.pivotground.com/funding-secrets or apply for the THRiVE Program for personalized support at www.pivotground.com/application Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

In this episode, hosts Chris Boyer and Reed Smith explore why traditional healthcare marketing is falling behind, and how focusing on relationships instead of reach may be the only sustainable path forward. They unpack the data showing the industry's growing gap between visibility and value: Only 28% of healthcare marketers have a documented content strategy. 65% of patients search online before contacting a provider, yet most health system sites still frustrate or confuse. Retention costs up to 25x less than acquisition, but most budgets are still chasing awareness. Chris and Reed discuss how loyalty and lifetime value (LTV) are reshaping the marketing playbook - arguing that connection, not conversion, is the next competitive advantage. They explore what happens when hospitals treat patients as long-term partners instead of one-time encounters, and how CRM, automation, and authentic storytelling can turn engagement into measurable growth. Key themes of this episode include: Why healthcare must shift from transactional outreach to relational engagement How trust and personalization directly influence lifetime value Practical steps to audit patient touchpoints and measure engagement beyond claims data Why the future of marketing belongs to teams who build community, not campaigns Mentions from the Show: Calculating the Lifetime Value of Review-Generated Patients: The Complete ROI Framework for Healthcare Providers Reed Smith on LinkedIn Chris Boyer on LinkedIn Chris Boyer website Chris Boyer on BlueSky Reed Smith on BlueSky Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you know if you're charging the right fees, tracking the right numbers, or investing enough in marketing to grow your clinic? Join Dr. Stephen and Dr. Josiah Fitzsimmons of Lucro to answer those exact questions and share a clear path to building a profitable, purpose-driven practice. Together they walk through the numbers that matter most—lifetime value, customer acquisition cost, conversion rates, and schedule capacity—and show how to use them as tools for confident decision-making. Dr. Josiah's journey went from scaling to $15M, weathering a steep drop to $5M, and rebuilding stronger than ever with a $7M practice and a mission-driven model. Taking this experience and new found appreciation of REALLY knowing your numbers: his new book-keeping business, Lucro, is helping other chiropractors simplify their data and find profit margins they can reinvest into people, technology, and marketing. By combining structure with purpose, you'll discover how to grow without guesswork and create a patient experience that drives both retention and impact.In this episode you will:Learn a quick break-even ROAS rule using your true profit margin. See why most clinics underspend on marketing and how to set CAC targets with confidence. Find the conversion-rate “sweet spot” that signals it's time to raise prices. Calculate real schedule capacity and close the gap between potential and actual volume. Upgrade the care experience to increase PVA and lifetime value. Episode Highlights02:35 See how structure, KPIs, and accountability create the foundation for a scalable clinic.03:30 Understand the five business domains and how removing one constraint unlocks expansion.04:33 Hear how early discipline and work ethic shaped Josiah's leadership journey.05:28 Discover how visiting more than 50 clinics before opening led to a seven-figure first year.06:42 Find out what other industries taught Josiah about structure, metrics, and scalability.07:34 Learn how applying the TRP operating system turned frustration into growth and momentum.08:58 Understand why knowing your numbers matters less than knowing what to do with them.09:51 See the difference between operational metrics and financial metrics and why both are essential.12:12 Explore the four Ps of a successful clinic—purpose, product, people, and profit.14:27 Learn how profit creates freedom to invest in marketing, people, and technology.16:38 Understand why undercharging limits impact and weakens your ability to serve.19:17 Discover how to calculate and use the LTV-to-CAC ratio for smarter marketing decisions.22:50 Learn a simple formula that shows your break-even return on ad spend.25:21 See how using data instead of emotion builds clarity and calm in decision-making.27:16 Understand how your conversion rate reveals when it's time to raise prices.30:04 Learn how to measure schedule utilization and close the gap between potential and reality.32:45 See why most clinics run at only a fraction of capacity and how to change that.34:18 Discover how retention, education, and value delivery increase lifetime patient relationships.35:33 Learn how to design a “Disney Experience” that makes care memorable and personal. Resources MentionedTo learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

Are you tracking marketing numbers or the right marketing metrics that actually grow your clinic? Dr. Pete and Dr. Stephen reveal the ten metrics that matter most so you can attract seekers, raise show rates, and spend your ad dollars with confidence. They walk through how to organize internal, external, and digital lead streams, define what makes a true lead, and keep reactivations on your weekly scorecard. On the financial side, you will see how CPL, CAC, LTV, LTGP, ROI, and ROAS connect the dots between marketing and money, giving you the clarity to scale with certainty.In this episode you will:Learn how to organize attraction into internal, external, and digital lead streams with clear targets.See how to define a lead, an opportunity, and a conversion so your numbers are apples to apples.Discover how to raise Day 1 how rate toward 90% using stronger day-zero processes.Understand why reactivations belong on a weekly scorecard and how they drive net momentum.Connect dollars to results using CPL, CAC, LTV, LTGP, ROI ratios, and ROAS. Episode Highlights01:32 - Learn how to identify the marketing metrics that actually grow your practice.02:21 - Discover how the patient journey begins with seekers and why your message matters.03:00 - Understand the heart-head-hands-feet framework and how it shapes marketing clarity.06:15 - Find out the two categories of metrics that give you the clearest picture of growth.08:13 - See how internal, external, and digital lead streams work together.10:56 - Learn to separate operations metrics from business metrics for better focus.13:19 - Discover how a scoreboard builds focus, accountability, and results.17:06 - Learn how internal, external, and digital leads should stay balanced for healthy growth.19:03 - Discover how to set targets and benchmarks so your marketing goals stay on track.20:56 - Learn how to define a true lead so your reporting stays consistent.21:43 - See how tracking show rate turns leads into real opportunities.23:48 - Learn why reactivations drive net momentum and should be on your scorecard.24:16 - Discover how improving day-zero processes can raise your show rate.28:14 - Understand the five financial metrics that reveal efficiency and effectiveness.29:22 - Discover how LTV and LTGP show long-term growth and profit potential.30:59 - Learn how ROI ratios and ROAS guide smarter marketing investments.32.39 - Coach Oz chats with Success Partner, Dr. Andrew Powell of Better Balance Orthotics, who shares his journey from struggling with flat feet to pioneering orthotics that truly improve posture, balance, and overall patient outcomes. Discover how these innovative orthotics go beyond traditional solutions—helping not just with foot pain but also with headaches, back issues, and fall prevention. Resources MentionedDownload your copy of the Top 10 Marketing Metrics here: https://theremarkablepractice.com/podcast-ep326-mktgmetricsJoin the TRP Remarkable Attraction Immersion - Oct 24 & 25 in Adelaide, AUS - https://theremarkablepractice.com/upcoming-events/For more information about Better Balance Orthotics please visit: https://betterbalanceorthotics.com/Schedule a Strategy Call with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcastor follow on your favorite podcast app.

In this episode, I wanted to share my comprehensive guide on how to build a world-class referral program for your veterinary practice. Referrals are truly the lifeblood of so many successful clinics, but the reality is that most practices don't have a structured system in place to maximize this powerful growth channel. I'll walk you through why referrals matter so much, the data behind their impact, and — most importantly — how you can create a referral engine that consistently brings in high-quality clients and strengthens your reputation in the community. We'll start by talking about the foundation: delivering remarkable client experiences that naturally inspire word-of-mouth. I'll share actionable ideas for creating those memorable “wow” moments, from handwritten thank-you notes to personalized video messages and unique welcome gifts. Then, I'll break down how to skillfully and confidently ask for referrals without feeling awkward or “salesy,” including scripts and open-ended questions that actually get results. Plus, I'll cover how to make referrals easy and trackable — using everything from referral cards to digital tools and pre-written messages your clients can share with friends. But it doesn't stop there. I'll dive into designing compelling referral incentives that motivate both your clients and their friends, and I'll show you how to expand your referral network beyond just clients by partnering with local businesses like groomers, trainers, and pet stores. We'll also discuss the importance of following up and recognizing your top referrers, tracking and optimizing your program, and getting your whole team on board for maximum impact. To top it off, I'll share ideas for running referral campaigns and events that really boost engagement and excitement. By the end of this episode, you'll have a step-by-step blueprint for building a referral program that's not only effective but also sustainable for the long haul. Whether you're just getting started or looking to take your existing program to the next level, you'll find practical strategies you can implement right away. If you have your own referral success story or need help getting started, I'd love to hear from you — let's work together to build thriving veterinary practices!

Lucas Sherraden hosts Tara Limbird, a top real estate professional from northwest Arkansas, on the Built How podcast. Tara shares insights into building her successful independent brokerage over 15 years, emphasizing the importance of support staff, client retention, and strategic growth. She delves into the dynamics of working with her husband, managing a large team, and the value of investing in real estate. Tara discusses client acquisition costs and reveals how nurturing long-term relationships can drive business success and build wealth within the real estate industry. Connect with Tara at https://www.limbirdteam.com/ ---------- Be sure to leave a rating and review and don't forget to go to www.builthow.com and register for our next live or virtual event. Part of the Win Make Give Podcast Network

Today, I'm sharing my recent interview on the Shopify 1 Percent podcast with Jay Myers. We explored so many corners of eCommerce, subscription commerce, loyalty/ membership, referral and pricing strategy, and what so many brands are still missing as it relates to building real retention and LTV. **Of note, since recording this back in April, the FTC click-to-cancel ruling that we discuss, has been struck down by a federal appeals court. The ruling, issued in July, vacates the rule in its entirety. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Unlimited Capital, Richard McGirr interviews Andrew Cushman, founder of Vantage Point Acquisitions (VPA Capital). Andrew shares his journey from chemical engineer to real estate investor, describing how he transitioned from flipping homes to raising over $121 million in private equity for multifamily syndications. He emphasizes that his capital-raising success isn't rooted in marketing gimmicks but in consistent, honest communication and investor experience. The episode dives deep into building investor trust, creating lifetime value through transparency, and the power of referral-based growth. Andrew Cushman Current Role: Founder, Vantage Point Acquisitions (VPA Capital) Based in: Southern California (Invests in the Southeast) Say hi to them at: Website: vpacq.com LinkedIn: Andrew Cushman Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, Shannon discusses how entrepreneurs and business owners can maximize their customer value by understanding and managing two crucial metrics: Customer Acquisition Cost (CAC) and Lifetime Value (LTV). Shannon breaks down how to calculate these metrics accurately and highlights the importance of maintaining a healthy ratio between them. She provides actionable insights into how to reduce CAC and increase LTV, using practical examples from various industries.   Tune in to learn how these strategies can lead to higher profitability and business growth.   What you'll hear in this episode: [0:40] Understanding Customer Value [1:25] Calculating Customer Acquisition Cost (CAC) [4:15] Core Offer Profit Explained [5:15] Lifetime Value of a Customer [7:25] Improving Customer Value Metrics   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Agility can often get framed as driving massive transformation—but sometimes it's the milliseconds that matter. When every digital moment counts, small gains in speed and efficiency can have a disproportionately large impact on customer lifetime value and brand loyalty.If you could speed up every digital interaction your customers have with your brand by a full second, what would that be worth to your business?Today we're going to talk about how even seemingly minor improvements in speed and performance can have outsized impact on customer experience—and revenue.To help me discuss this topic, I'd like to welcome Jaxon Repp, Field CTO at Harper. About Jaxon ReppJaxon Repp, Field CTO at Harper, has over 25 years of experience architecting, designing, and developing enterprise software. He is the founder of three technology startups and has consulted with multiple Fortune 500 companies on IoT and Digital Transformation initiatives. A partially-reformed developer, he understands what it's like to wrestle with technology instead of benefiting from it, and believes passionately that if the Jetsons never had an episode where a config file error brought down the food-o-matic, it surely should not be a problem now. RESOURCES Harper: https://www.harpersystems.dev/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150"Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

Agility can often get framed as driving massive transformation—but sometimes it's the milliseconds that matter. When every digital moment counts, small gains in speed and efficiency can have a disproportionately large impact on customer lifetime value and brand loyalty. If you could speed up every digital interaction your customers have with your brand by a full second, what would that be worth to your business?Today we're going to talk about how even seemingly minor improvements in speed and performance can have outsized impact on customer experience—and revenue. To help me discuss this topic, I'd like to welcome Jaxon Repp, Field CTO at Harper. About Jaxon ReppJaxon Repp, Field CTO at Harper, has over 25 years of experience architecting, designing, and developing enterprise software. He is the founder of three technology startups and has consulted with multiple Fortune 500 companies on IoT and Digital Transformation initiatives. A partially-reformed developer, he understands what it's like to wrestle with technology instead of benefiting from it, and believes passionately that if the Jetsons never had an episode where a config file error brought down the food-o-matic, it surely should not be a problem now. RESOURCES Harper: https://www.harpersystems.dev/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150"Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

See Vince and the SPF Team live on July 18th & 19th inside Gabriele Fitness!Click the link to learn more: https://events.vincegabriele.com/july2025 In this episode, Vince breaks down 7 simple but powerful lists every gym owner needs to grow their business, improve relationships, stay productive, and define success. It's all about having clear targets and consistently working your lists to stay on track. The 7 Lists:Power List – 3-5 key tasks you must complete daily.Spouse List – Focus on what you love, not what annoys you.Former Clients – List of people to re-engage monthly.Client Frequency – Track how often clients train and upsell.Angel List – Local businesses to partner with.Project List – Active projects (3-7 max) you're working on.Success Criteria – Your personal definition of success. See Vince and the SPF Team live on July 18th & 19th inside Gabriele Fitness!Click the link to learn more: https://events.vincegabriele.com/july2025 If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

Dean Graziosi and Tony Robbins are hosting a FREE 3-day virtual event this May to help you create a real business around what you already know

Everyone needs to know how to negotiate. Kathryn Valentine is giving us the fool-proof recipe - exactly what to say and do - to get what we want.***NOTE: The sound improves at 00:05:45***In this episode:00:02:18 - Negotiation: A Different Experience for Women 00:03:15 - Societal Influences on Negotiation 00:05:07 - Negotiation as a Life Skill 00:05:57 - Negotiating for Self vs. Others 00:10:27 - The Lifetime Value of Asking for a Raise 00:14:43 - Three Steps to Successful Negotiation 00:16:29 - Mitigating the "Negotiation Backlash"00:18:05 - The Formula for Negotiation Success 00:22:07 - "Asking Relationally" 00:25:44 - "Collaborative Negotiation" 00:28:58 - Real-Life Application of Collaborative Negotiation