Podcasts about Onboarding

Summary:In this episode of #thePOZcast, host Rona Pierce speaks with Matt Lavery, Director of Global Sourcing, Recruiting, and Onboarding at UPS. They discuss Matt's journey from a seasonal handler to a leadership role, the impact of AI and automation on hiring processes, and the importance of internal mobility and career progression within UPS. Matt shares insights on enhancing candidate experience, ethical considerations in AI usage, and valuable leadership lessons learned throughout his career.Takeaways- Matt Lavery's journey at UPS showcases the value of internal mobility.- AI and automation have significantly improved the hiring process at UPS.- Speed and transparency are key factors in candidate experience.- Understanding the problem is crucial before implementing AI solutions.- Leadership involves providing clarity and empowering teams.- UPS hires around 200,000 people annually, especially during peak seasons.- NPS scores indicate high candidate satisfaction with the hiring process.- Internal mobility pathways are essential for employee retention.- Technology can enhance the candidate experience and streamline processes.- Change management requires careful planning and communication. Chapters00:00 Introduction to the POScast and Guest Background01:21 Matt Lavery's Journey at UPS03:58 The Impact of AI and Automation on Hiring10:21 Enhancing Candidate Experience through Technology13:42 Internal Mobility and Career Progression at UPS17:50 Lessons Learned in Implementing AI in Hiring20:30 Leadership Insights and Hiring Myths22:12 Proud Moments and Closing Thoughts    

This week I'm onboarding two new clients. As a part of that process they have completed a comprehensive survey which poses questions about business, challenges, goals, visions and support. This week I'm sharing part of that survey because I suspect there will be insights for you and your business, too.Here are my links:Business coaching: www.amymcdonald.com.au/coachingCalendar to book in to talk: https://scheduler.zoom.us/amymcdonald/coachingCounselling: https://www.amymcdonald.com.au/counsellingPatreon: www.patreon.com/AmyMcDonald

Chapters 00:00 Welcome to Unleash 202500:58 Exploring the Intersection of People and Technology03:02 Insights on Frontline Workers05:52 Building Trust with Frontline Workers10:01 The Role of AI in Recruitment14:00 C-Suite Perspectives on AI and Talent18:05 Rapid Fire Questions and Key Takeaways 

In this episode, we meet Alex's client, Jessica, who shares her remarkable transformation from her lowest point to sustainable success.We start by discussing her rock bottom moment before discovering coaching and how waiting for the "perfect time" was actually holding her back from making meaningful change.Jessica opens up about her experience working through the nerves and adapting to a new approach to nutrition while juggling the demands of three children and a hectic schedule—proving that lasting change is possible even in the busiest of lifestyles.She also details how she navigates periods of low motivation, establishes sustainable habits, and the crucial "aha" moments where she realized she had truly transformed. This isn't just about physical results but also the impact her journey has had on her relationships and mindset.We're diving into what it really takes to create lasting change in health, habits, and happiness!As always, it is our goal not only to supply you, the listener, with valuable insights on the topics or questions but also to plant some seeds for further research and thought. Be sure to like and subscribe and leave us a review if you loved this episode!Timestamps:(0:00) Introducing Jessica(2:20) Jessica's lowest point before finding coaching(8:19) The truth about waiting for the "right time"(11:42) Onboarding & getting more comfortable with the process(18:32) Navigating nutrition with 3 kids & a busy lifestyle(25:13) Handling periods of low motivation(29:00) How Jessica established new, sustainable habits(32:37) When Jessica realized she had truly changed(35:27) The physical results(37:16) What Jessica would tell her previous self(38:02) The biggest changes noticed by others (family, friends, co-workers, etc.) (40:47) What Jessica would tell *anyone* who is on the fence about starting(45:26) The most impactful parts of Jessica's experience(52:38) Wrap-upJessica's Transformation - https://www.instagram.com/p/DBUIlK4uHHgIf YOU'RE ready to stop putting yourself last, jump on a free call with us - https://physiquedevelopment.typeform.com/to/ToP9TYLEHave questions or comments for us? Submit them here - https://forms.gle/AEu5vMKNLDfmc24M7Check out our FREE 4-Week Glute Program - https://bit.ly/podcastglutesAnd keep the gains rolling with 12 MORE weeks of glute growth (use code POD at checkout for $25 off!) - https://train.physiquedevelopment.com/workout-plans/963551Follow us on Instagram:Coach Alex - https://www.instagram.com/alexbush__Coach Sue - https://www.instagram.com/suegainzPhysique Development - https://www.instagram.com/physiquedevelopment_Physique Development Podcast - https://www.instagram.com/physiquedevelopmentpodcastInquire to learn about nutrition-only coaching WITH exercise review - https://bit.ly/optimizeglutesInterested in the Physique Development Training Club App? Join here! - https://physiquedevelopment.appKeep up-to-date with all things PD, get exclusive content, snag freebies, and more by joining our email list! - https://dedicated-artist-6006.ck.page/emailsignupGrab a band tee here! - https://shopphysiquedevelopment.comLooking to hire the last coach you'll ever need? Apply here - https://physiquedevelopment.typeform.com/to/ToP9TYLEInterested in competition prep? Apply here - https://physiquedevelopment.typeform.com/to/Ii2UNAFor more videos, articles, and information, head to - https://physiquedevelopment.comIf you would like to support Physique Development and this podcast, please head over to your favorite podcast app and leave us a rating and review! This goes a long way in supporting this podcast and helps us continue to bring high-quality, honest content to you in the form of a podcast. Thank you for listening and we will see you all next time!----Produced by: David Margittai | In Post MediaWebsite: https://www.inpostmedia.comEmail: david@inpostmedia.com© 2025, Physique Development LLC. All rights reserved.

This episode explores futuristic and emotionally intelligent ways to redesign Day One for new employees. Learn how to use personalization, technology, and impact to make their first day unforgettable.Host: Paul FalavolitoConnect with me on your favorite platform: Facebook, Twitter, Instagram, TikTok, LinkedIn, Substack, BlueSky, Threads, DiscordFree Leadership Resources: www.paulfalavolito.comBooks by Paul FalavolitoThe 7 Minute Leadership Handbook: bit.ly/48J8zFGThe Leadership Academy: https://bit.ly/4lnT1PfThe 7 Minute Leadership Survival Guide: https://bit.ly/4ij0g8yOfficial 7 Minute Leadership MerchGrab exclusive gear and more: linktr.ee/paulfalavolitoPartners & DiscountsFlying Eyes Optics – Best aviator sunglasses on the marketGet 10% off with code: PFAVShop now: flyingeyesoptics.comGatsby Shoes – Dress sneakers built for leaders on the moveUse my affiliate link for 10% off: Gatsby ShoesSubscribe & Listen to My Podcasts:The 7 Minute Leadership Podcast1 PAPA FOXTROT – General Aviation PodcastThe DailyPfav

In this episode, we're joined by Jessica Calzaretta, President of Insight Global Health, to discuss the critical role onboarding plays in employee retention. Jessica shares common onboarding pitfalls, how to create programs that keep new hires engaged, and why company culture must be communicated from day one.This episode is sponsored by Insight Global Health.

Is your brokerage truly giving you freedom, flexibility, and financial growth? In this episode of the Real Estate Excellence Podcast, Tracy Hayes dives into the dynamic world of REAL Brokerage with guests Gigi Urbanski and Mike Rolewicz. Together, they explore how REAL is disrupting the traditional brokerage model by focusing on scalable support, tech-driven efficiency, and multiple income streams. From streamlined operations to a thriving agent community, REAL positions itself not as a destination, but a vehicle to entrepreneurial success. The conversation uncovers how REAL's powerful tech stack, AI tools like Leo Copilot, and agent-driven training platforms are empowering agents at all levels. Whether you're a new agent looking for structure or a seasoned professional craving freedom and ownership, REAL's transparent model offers simplicity, equity, and genuine collaboration that inspires agents to not only succeed but to build wealth with purpose. Ready to break away from the ordinary?   Highlights: 00:00 – 04:17 Introduction and REAL's Positioning REAL as a platform versus destination Movement-based culture and branding Sneaker culture and dress code ChatGPT used for show prep REAL's buzz compared to LPT 04:17 – 10:50 Tech Stack and Broker Efficiency App-based tools and transaction management Broker support through Leo and real-time calls Transparent commission preview and compliance AI Wallet integration and Visa payouts REAL's scalability in tech and communication 10:50 – 19:54 Community, Culture and Plug-in Potential Education via peer-contributed modules Local masterminds and “come as you are” vibe Relevant agents as trainers Personal stories of switching from other brokerages Adapting to solo, team, or boutique styles 19:54 – 35:21 Business Tools, Financial Planning and ROI Capping, post-cap structure, and stock incentives Integrated budgeting with accountability calls REAL-built one-page business plans Tools for boutique or indie brokers Ease of use and agent empowerment 35:21 – 44:14 Revenue Streams and Support Systems Breakdown of split models and fees REAL Academy and Elite Agent program Referral ecosystem and organic recruiting Agent wins and mentorship stories Collaboration without hard pitching 44:14 – 01:14:26 Leadership, Masterminds, and Events Coffee meetings and spontaneous conversions Mastermind access (Women of Real, Social Media Leaders) Eric Hatch's free coaching sessions RealX events and open-door policy Cross-brokerage collaboration and local engagement Conclusion   Quotes: "REAL is not the destination—it's the vehicle." – Mike Rolewicz "We're going to be doing this with or without you—it'd just be cool if you were with us." – Mike Rolewicz "You're with REAL, you don't have to wear heels anymore." – Gigi Urbanski "Agents aren't looking for another meeting, they're looking for a community." – Gigi Urbanski   To contact Angela “Gigi” Urbanski and Mike Rolewicz, learn more about their business, and make them a part of your network, make sure to follow them on Website, Instagram, Facebook, YouTube, and LinkedIn.   Connect with Angela “Gigi” Urbanski! Website: https://angelaurbanski.exprealty.com Instagram: https://www.instagram.com/gigiofjax/ Facebook: https://www.facebook.com/GiGiofJAXHomeSquad/ YouTube: https://www.youtube.com/channel/UCdor_3bwxhJ3HQ8dEU7iYag LinkedIn: https://www.linkedin.com/in/gigiyourhomegirl/   Connect with Mike Rolewicz! Website: https://www.904homeguide.com Instagram: https://www.instagram.com/904homeguide/ Facebook: https://www.facebook.com/904homeguide/ YouTube: https://www.youtube.com/@mikerolewicz904homeguide LinkedIn: https://www.linkedin.com/in/mike-rolewicz-b37135b   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    If you want to build your business and become more discoverable online, Streamlined Media has you covered. Check out how they can help you build an evergreen revenue generator all powered by content creation!   SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealBrokerage #RealEstateTech #AgentTools #BrokerageDisruption #StockAwards #RealEstateLife #CloudBrokerage #RealEstateMovement #RealTalk #RealAgents #RealResults #LeoCopilot #RealEstateCommunity #TeamLeaderLife #OpenHouseTips #LuxuryRealEstate #WomenInRealEstate #FinancialFreedom #AIinRealEstate #RealtorLife

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by George Mogannam, CRO at Celigo. George shares insights from his extensive experience in scaling high-growth businesses and leading world-class sales organizations. The discussion delves into the common challenges startups face as they grow, highlighting the importance of establishing the right hiring profiles, formal onboarding and training, key performance indicators (KPIs), and an operating rhythm to drive sustainable growth. The episode offers practical advice for CROs on building high-performing revenue teams, ensuring effective communication, and integrating sales processes across various departments to maintain a competitive edge in today's market. George emphasizes the need for continuous enablement, cultural cohesion, and the pivotal role of the CRO in fostering an accountable and disciplined sales environment.ADDITIONAL RESOURCESLearn more about George Mogannam:https://www.linkedin.com/in/georgemogannam/Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:05] The Importance of Process in Scaling Startups[00:02:40] Common Challenges in Sales Organizations[00:03:43] Hiring the Right Salespeople[00:04:46] The Role of Sales Enablement[00:06:53] Defining Sales Terminology[00:09:11] Adapting Hiring Profiles for Growth[00:23:44] Onboarding and Training New Hires[00:32:03] Leveraging Tools and Metrics for Success[00:37:59] Understanding the Five Quarter Report[00:40:06] Implementing Sales Disciplines Across Departments[00:44:15] The Role of the CRO in Organizational Growth[00:48:26] The Importance of Operating Rhythms[00:52:44] Challenges in Sales Processes and Technology[00:57:02] The Impact of Remote Work on Sales Teams[01:00:00] The Criticality of Efficient Hiring ProcessesHIGHLIGHT QUOTES"When you implement these disciplines, it helps pull the rest of the company along.""You must have the right people on the bus executing in the direction we need to go.""A common language and definitions become critical as part of the enablement.""Everybody loves to be in an environment where they can be led to a place they couldn't get to on their own.""Creating a hiring profile that evolves with the company is essential; what works at one stage may not work at another.""It's critical to have the tools and metrics in place to provide direction and identify gaps in the sales process."

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We construct romantic due diligence processes mirroring corporate HR protocols—sexual history disclosures becoming background checks, attachment styles treated as credit scores, communication methods analyzed like Six Sigma workflows. Yet this essay posits that such "relationship onboarding" rituals may create the precise emotional blind spots they aim to prevent, mistaking trauma hypervigilance for discernment while reinforcing the neural pathways of disconnection.

Suzanne's Top 5 Clifton Strengths are: Harmony, Empathy, Arranger, Connectedness & Activator. Suzanne Fox Trotter is an Associate Professor and the Director of Student Affairs at the Tufts University Doctor of Physical Therapy Program in Seattle. A proud Auburn Tiger, she began her academic journey in Public Relations but felt a powerful calling to physical therapy—and she's never looked back. Suzanne earned her Master's in Physical Therapy from Emory University in 1995 and went on to complete her Doctor of Science at Texas Tech University Health Sciences Center in 2014. She is a Fellow of the American Academy of Orthopedic Manual Physical Therapists, a recognition of her dedication to advanced clinical practice and dedication to lifelong learning. Suzanne is also one of the co-founders of Tesoro Project, a nonprofit organization committed  that is on mission  to empower healthcare leaders to heal and transform lives primarily in local Guatemalan communities.  Find out your strengths by taking the CliftonStrengths Top 5 Assessment   Workshops and Coaching with Barbara Culwell Subscribe & Leave a Review on Embrace Your Strengths  

This episode of Cruising Altitude features a conversation with Ginnie Carlier, Vice Chair of Talent for the Americas at EY. Together, Ginnie and host Nicole Alvino discuss strategies for creating extraordinary employee experiences. They discuss the importance of wellbeing, career agility, and cutting-edge technology in shaping these experiences. Ginny shares innovative approaches such as the Vitality Index and customizable wellbeing funds, which cater to individual employee needs. The conversation delves into the impact of AI in the workplace, emphasizing AI training and development for both new and existing employees. Ginnie highlights the significance of empathetic leadership and human connection amidst technological advancements. Lastly, the conversation touches on Ginnie's personal insights on achieving clarity and maintaining an adventurous mindset in leadership.Quote“ Yes, it's important to continue to climb that ladder, but sometimes people just wanna jump off and go and master skills somewhere else within the organization. So being able to provide that career agility to your employees is really important. And then also giving them the space to thrive and creating that time and space for them to develop and continue to feel like they're investing in themselves. Whether that's the wellbeing of themselves and their teams. Whether that's learning, you know, a new skill, investing personal time to learn a new skill, getting involved in the community. But, creating that time and space for them, I think is incredibly important.” – Ginnie CarlierTime Stamps[03:19] Meet Ginnie Carlier[06:46] Creating an exceptional employee experience[09:32] Wellbeing initiatives at EY[13:25] The Vitality Index[17:12] Career Agility and AI[29:11] Empathy in leadershipLinksConnect with Ginnie on LinkedInLearn more about EYThank you to our friendsThis episode is brought to you by Firstup, the world's first intelligent communication platform. More than 40 percent of Fortune 100 companies use our platform to connect with their people, design and deliver personalized communications, and gain engagement insights throughout the employee journey. That's how they give their employees better experiences from hire to retire. Learn more at firstup.io

Zac and Phil discuss the current challenges Magic: The Gathering faces in onboarding new players, particularly through the lens of its evolving game design and community engagement. They explore historical methods of teaching the game, the impact of Commander on gameplay, and the necessity of effective onboarding strategies to attract and retain new players. The discussion emphasizes the importance of community and personal interaction in the learning process, as well as the need for Wizards of the Coast to adapt their approach to better serve new players.

In this episode of The Broker Link, Trey Owens and Mike Papuc dive into platform updates designed to simplify and enhance the onboarding experience for insurance agents. They address a common industry problem: agents often feel forgotten after joining. TBI is tackling this through ongoing support tools, including brief, twice-weekly training sessions and a personalized white glove contracting service. The episode also discusses TBI's financial incentive called Brokerage Bucks, offering agents up to $450 per sale each month. Trey and Mike stress that true success comes not just from tools, but from ongoing coaching and mentorship — both of which are central to TBI's agent-first philosophy. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

 We explore what it really means to work with a financial adviser in retirement—going beyond investments to examine every aspect of your financial life. From rolling over your 401(k) to building a personalized plan that aligns with your goals and risk capacity, it's a deep dive that compares to a financial root canal—but one that can set you up for long-term confidence and clarity. Original Air Date: May 10, 2025 Read the Article: https://www.henssler.com/retirement-with-a-roadmap-the-role-of-a-financial-adviser 

Your nonprofit's books might be messier than you think—and that mess could be costing you funding, credibility, and compliance.In this episode of A Modern Nonprofit Podcast, Tosha is joined by Nancy Fussner, Director of Onboarding at The Charity CFO, to break down the five biggest red flags she sees when reviewing nonprofit books—and how to clean them up fast.From mismatched bank balances to miscategorized expenses and confusing financials, Nancy shares real-world examples and practical fixes that can help you tighten your accounting and build trust with your board, funders, and team.If you've ever felt uncertain about your reports, unclear about your chart of accounts, or just want to make sure your books are actually audit-ready, don't miss this episode.Tied to The Charity CFO Financial Blueprint principles #9 (Monthly Reconciliations & Reports), #20 (Multi-Dimensional Accounting), and #23 (Diffused Responsibility).Grab your free blueprint here.Get in Touch with Nancy and The Charity CFO Team here. What to watch next…Are You the Problem? Change Happens through Strong Nonprofit LeadershipFollow Us Online Stay connected and get more exclusive content

Zac and Phil discuss the current challenges Magic: The Gathering faces in onboarding new players, particularly through the lens of its evolving game design and community engagement. They explore historical methods of teaching the game, the impact of Commander on gameplay, and the necessity of effective onboarding strategies to attract and retain new players. The discussion emphasizes the importance of community and personal interaction in the learning process, as well as the need for Wizards of the Coast to adapt their approach to better serve new players.

In this episode, Tina Tower dives deep into the world of masterminds—what makes them magical, how they differ from memberships, and how to create an unforgettable mastermind experience within your course creator business. Key Topics Covered Membership vs. Mastermind: Memberships are scalable, group-focused, and often larger in size with less personal touch. Masterminds are smaller, more curated, higher touch—and while less scalable, they foster deep connections and high transformation. Tina's Offer Suite and Ascension Model: Starts with a low-cost, high-volume evergreen offer → signature offer → back-end membership → high-level mastermind This tiered system has helped many hit the million-dollar mark in their businesses. Real-life Evolution: Her Empire Builder started as a mastermind, evolved into a scalable membership model as numbers grew. Original small group became the Empress Circle Mastermind for higher touch and intimacy. Curriculum and Facilitation: The Empress Circle is more information-heavy, with teaching and small group accountability. The Impact Mastermind is peer-to-peer focused and supports 7-figure+ business owners with connection and facilitation rather than explicit teaching. Designing Your Mastermind: Get crystal clear on your ideal (“hell yes!”) mastermind client. Curate members through an application process for group harmony and energy. Decide on the purpose: connection, strategy, or support. Transformational Experiences: Psychological safety is a must—what's shared in the mastermind stays in the mastermind. Live retreats and in-person events are crucial for creating lasting bonds, especially in the age of AI. Personal touches like favorite snacks, drinks, and personalized gifts (hello, monogrammed pajamas!) make members feel truly seen. Structure & Flow: Strike a balance between structured learning and downtime at live events. Prioritize generous break times and early finish for dinners to accommodate different lifestyles. Keeping Connection Alive: Use platforms like Slack, WhatsApp, or Voxer (Tina's favorite!) for ongoing relationship building. Encourage collaborations, celebrate wins, and recognize growth privately. Onboarding and Engagement: Thoughtful onboarding with surveys, welcome gifts, and public shout-outs help new members feel valued from day one. Tina's insights serve as a practical guide for course creators considering adding masterminds to their offer suite and emphasize that, with the right structure and intention, masterminds can provide transformational experiences that go beyond business strategy, nurturing long-term relationships and personal growth. If you have a successful course or membership, adding a mastermind might just be the next logical step in your business ascension model—and as Tina says, when you pay attention to all the details, that's where the real magic happens. Where to find Tina: Her Empire Builder: https://www.herempirebuilder.com/ Instagram: https://www.instagram.com/tina_tower/ YouTube: https://www.youtube.com/@herempirebuilder Resources mentioned: Kajabi: https://kajabi.com/30-days-trial-lp?utm_campaign=&utm_content=27629&utm_medium=affiliate&utm_source=... Kajabi Communities: https://kajabi.com/features/communities WhatsApp: https://www.whatsapp.com/ Voxer: https://www.voxer.com/  

In this episode, the Practically Pastoring crew tackles a tough but necessary topic: what do you do when a long-time volunteer is actually causing harm in your ministry? From nursery drama to worship team woes, the guys share practical advice on how to set clear expectations, implement safe church policies, and have those difficult conversations with grace and firmness.⏱️ Timestamps:00:00 - Intro & Church Merch Shoutout02:20 - Listener Question: The Problematic Nursery Volunteer04:45 - Stories of Inheriting Difficult Volunteers06:00 - Using Policy to Address Outdated Practices08:40 - Why It's So Hard to Have These Conversations10:30 - The Role of Elders and Church Leadership12:30 - Avoiding Emotional Fallout14:10 - Honoring Legacy While Making Changes16:00 - Practical Tips for Onboarding and Training Volunteers20:00 - Who Should Be in the Room for the Hard Talk?23:00 - Preparing for Emotional Blowback25:00 - Advice for Younger PastorsLinks from the show:

In this episode of Grow a Small Business, host Troy Trewin interviews Jay Patey, founder of Pigeon Whole Bakers, who shares his journey from launching a small Hobart café in 2008 to building an $8M bakery with over 50 staff. Jay dives into the power of word-of-mouth marketing, the decision to expand into wholesale, and creating a beloved Tasmanian brand that now supplies major outlets like MONA and Hill Street stores. He opens up about the challenges of fast growth, how shifting to daylight production transformed team wellbeing, and why a people-first culture is key to long-term success. Jay also reflects on lessons learned from nearly two decades in business and offers valuable advice for other small business owners. It's a raw, honest, and inspiring story of resilience, purpose, and sustainable growth. Other Resources: The Ultimate Recruitment Toolkit Online Short Course Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Jay Patey, the hardest thing in growing a small business is dealing with the unknown and the lack of control over unexpected challenges. Despite careful planning, unforeseen issues can arise that test resilience and patience. He highlights that growth is a long-term journey requiring adaptability and the ability to navigate uncertainty.  What's your favorite business book that has helped you the most? Jay Patey mentioned that the business book which helped him the most was "2 Second Lean" by Paul Akers. He appreciated its focus on improving workflow efficiency, organization, and lean manufacturing principles—particularly relevant as he set up their new bakery production space to be streamlined and future-proofed. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Jay Patey specifically recommended the Grow A Small Business Podcast as a valuable resource. He mentioned that he listens to it religiously and finds it insightful for learning from other business owners' growth journeys and challenges. What tool or resource would you recommend to grow a small business? Jay Patey recommends using subscription-based software tools to grow a small business, particularly those that streamline operations. He highlights tools like Xero for accounting, a robust time and attendance system integrated with payroll, and Square for point of sale (POS), which also connects with their website. These tools have helped improve efficiency and reduce administrative overhead What advice would you give yourself on day one of starting out in business? Jay Patey would advise himself on day one to “strap in for the ride” and recognize that he had no real idea of what lay ahead. He reflects that he was quite naïve at the start and never imagined the business would grow as much as it has, emphasizing the importance of being mentally prepared for a long, challenging, and evolving journey. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: If you're playing in the A-League, you need A-League players every day – Jay Patey Patience and resilience are the real fuel behind sustainable growth – Jay Patey Growing a business isn't a sprint; it's a marathon with hills, storms, and surprises – Jay Patey  

 It was a strong week for the markets, with the S&P 500 posting solid gains, driven by upbeat economic data and a newly announced trade deal between the U.S. and the U.K. The April jobs report surpassed expectations, with steady unemployment, while the Federal Reserve held interest rates steady, citing caution amid shifting global conditions. We also dive into what it really means to work with a financial adviser—K.C. likens it to a financial root canal, digging into every aspect of your financial life to build a customized plan. Plus, if you're rolling over a 401(k), should you reinvest all at once or ease in with dollar-cost averaging? We break down the pros, cons, and emotions behind each strategy. And finally, fintech firms are offering flashy high-yield savings accounts—but are they too good to be true? We explore what's real, what's risky, and the questions you should ask before chasing higher returns. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 10, 2025  |  Season 39, Episode 19 Timestamps and Chapters 4:00: Solid week buoyed by trade deal and April jobs report 16:15: Engaging with a financial adviser 34:26: All in at once or dollar-cost average? 43:56: Fintech: Shaking up the savings game Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Kari Hargrave is the definition of grit, creativity, and community. From launching a scratch insurance agency in a town with no stoplights to bagging groceries for free just to meet people, Kari's story is a masterclass in hustle, heart, and doing things differently. In this conversation, Scott and Kari unpack what it really takes to build a business, a brand, and a life you're proud of—without losing your humanity along the way.

How do you really know if someone is the right fit for your team—or your company's future? In this episode of The Greatness Machine, Darius sits down with Dr. Geoff Smart, founder of GH Smart and author of the bestselling book Who, to break down what separates successful hiring from costly mistakes. Geoff reveals the power of evidence-based assessments, why psych tests often fall short, and how intense curiosity—not stress—is the key to unlocking a candidate's true potential. From helping Fortune 500 companies select CEOs to coaching emerging leaders, Geoff shares stories, strategies, and myths about the hiring process—plus, why the "sell me this pen" test is just bad business. In this episode, Darius and Geoff will discuss: (00:00) Introduction to Geoff Smart and His Journey (02:55) The Importance of Hiring and Core Values (06:08) Geoff's Origin Story and Founding GH Smart (09:00) Cultural Fit and Hiring Process (11:55) The Role of Core Values in Business (14:52) Firing with Respect and Responsibility (18:05) A Players vs. B Players in Hiring (20:54) Adapting to Different Stages of Business Growth (30:05) Identifying A-Players for Growth (34:02) The Importance of Leadership in Organizations (40:25) Effective Interview Techniques (43:00) Assessing CEOs and Leadership Roles (48:44) Onboarding and Post-Hiring Strategies (55:20) Overcoming Fear of Failure Dr. Geoff Smart is the chairman and founder of ghSMART, a leadership advisory firm that helps CEOs, entrepreneurs, and public-sector leaders build high-performing teams. Founded in 1995, ghSMART is recognized for its rigorous hiring methods, impactful leadership development, and a culture of excellence. The firm has topped Glassdoor and Vault rankings and published several bestselling books, including “Who: The A Method for Hiring”. Geoff holds a Ph.D. in Psychology and was mentored by management legend Peter Drucker. Beyond business, he's committed to public service and leadership development through programs like the Colorado Governors Fellowship and his work with CiviCo. Sponsored by: Brevo: Get started free or save 50% for 3 months with code GREATNESS at brevo.com/greatness.  Huel: Try Huel with 15% OFF + Free Gift for New Customers today using my code greatness at https://huel.com/greatness. Fuel your best performance with Huel today!  Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/DARIUS. Notion: Get Notion Mail for free right now at notion.com/machine.  ShipStation: Go to shipstation.com and use code GREATNESS to sign up for your FREE trial.  Shopify: Sign up for a $1/month trial period at shopify.com/darius.  Connect with Geoff: Website: https://geoffsmart.com/  Website: https://ghsmart.com/  LinkedIn: https://www.linkedin.com/in/drgeoffsmart/  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://therealdarius.com/youtube Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast episode, Josh Schachter interviews Srikrishnan Ganesan, founder, and CEO of Rocketlane, a customer onboarding platform. Sri discusses the origins of Rocketlane, including the community they built before launching the product, and the birth of Rocketlane. They also talk about the importance of collaboration and marketing in the SaaS industry. Sri emphasizes the importance of consistency in the customer journey, particularly during the onboarding phase, and how it can impact customer success and lead to better outcomes. They also discuss Rocketlane's approach to marketing and community building.___________________________

In this episode of the Etsy Seller Success podcast, host Dylan talks with Etsy coach Emily Bronaugh about how to hire help the right way. If you're feeling overwhelmed with your shop but nervous about letting go of control, this episode is for you.Emily shares how to figure out what to delegate, where to find the right people, and how to train and manage them. She also explains how to make sure someone's a good fit and how to set up simple systems so your business can grow without the stress.Whether you're hiring your first helper or building a small team, Emily gives real, helpful advice that's easy to understand and use.In this episode, we cover: [00:41] Emily's Background and Journey [02:31] First Steps in Hiring [03:43] Choosing the Right Hiring Platform [09:34] Evaluating Candidates [12:19] Onboarding and Trial Periods [16:09] Managing a Growing Team [21:39] Emily's Services and OfferingsConnect with Emily: 

In this insightful episode of "It's the Bottom Line That Matters," hosts Jennifer Glass, Patricia Reszetylo, and Daniel McCraine focus on the crucial role that training and onboarding play in building and maintaining an effective team. The episode opens with Jennifer reminding listeners that every business owner eventually faces the challenge of managing staff, strategically scaling their teams, and ensuring productivity aligns with business goals. Daniel shares his recent experience of hiring his first virtual assistant, illustrating how he identified tasks to delegate and made sure they fit the business's operational and financial structure. This real-world example underscores the importance of being intentional about which tasks to hand off, aligning new roles with your business's immediate and strategic needs, and considering the onboarding experience from the new team member's perspective.The conversation evolves to cover the keys to successful onboarding and the best approaches to training staff so they can thrive in their roles. Drawing from his background as a corporate trainer, Daniel explains that the first essential step is showing how each position connects to the organization's wider mission. He recommends making training action-oriented by teaching the flow of the job itself before introducing systems and tools. Jennifer and Patricia also highlight the value of identifying the core skill set you absolutely need in a hire, noting that while some skills can be taught, foundational qualities are essential. The episode wraps up with the hosts stressing the importance of hiring for attitude while continuously improving your company's systems, just as major franchises do to ensure consistent quality. Listeners are encouraged to seek feedback and refine their training processes, setting the stage for a strong, effective, and loyal team that supports business growth for the long term.Keywords: team management, staff management, hiring, virtual assistant, strategic planning, client onboarding, productivity, onboarding experience, corporate training, departmental training, employee experience, skill set, training process, core skills, job training, system training, role alignment, vision statement, mission statement, company objectives, strategic objectives, action-oriented training, workplace systems, process improvement, employee feedback, hiring for attitude, training for skill, onboarding success, employee retention, systematization

What if transforming your client intake process was the key to a stronger, more sustainable law firm? In this episode of Great Practice, Great Life, Steve sits down with Lori Pulvermacher to explore this often-overlooked but critical topic. Lori explains why the client intake process is essential for long-term success—and how it's frequently neglected. She and Steve discuss how implementing a consistent, documented system helps maintain high standards of service while reducing daily stress. Lori also shares practical tips to improve time management and create a healthier work environment for your entire team. They dive into common mistakes law firms make with intake, including inconsistent pricing, excessive paperwork, and the absence of a dedicated intake team. Lori emphasizes the importance of setting clear expectations and knowing when to say no to the wrong clients—moves that ultimately improve client quality and overall firm performance. The conversation also explores how visual tools and modern technology can streamline your intake process. You'll learn how these strategies not only attract ideal clients but also reduce stress for your staff. Lori demonstrates how upgrading your intake system can boost client satisfaction and foster long-term loyalty. Whether you handle intake yourself or lead a team, this episode offers valuable insights to strengthen your practice. Tune in to discover how refining your intake process can lead to a more profitable and fulfilling law firm. In this episode, you will hear: Importance of a structured and consistent client intake process for law firms Strategies to streamline the intake process using technology and visual tools Common mistakes in client intake, such as inconsistent pricing and overwhelming paperwork Setting clear expectations and ensuring mutual compatibility with clients Benefits of saying no to unsuitable cases to open capacity for growth Best practices for improving the intake process, including team training and clear communication Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If there's a topic you would like us to cover on an upcoming episode, please email us at steve.riley@atticusadvantage.com. Supporting Resources: Lori Pulvermacher, Practice Advisor: atticusadvantage.com/team/lori-pulvermacher Law Firm Coaching: atticusadvantage.com/coaching DISC Assessment: atticusadvantage.com/disc-assessment Workshop: Intake Mastery: First Impressions to Forever Clients: atticusadvantage.com/workshops/intake-mastery-workshop (Use discount code PODCAST100 for $100 off your registration!) Episode 118: The Shortcut Lawyers Need: A Guide to Seamless Onboarding: atticusadvantage.com/podcast/the-shortcut-lawyers-need-a-guide-to-seamless-onboarding Episode 117: Onboarding as a Competitive Advantage: 7 Essential Tips for Law Firms: atticusadvantage.com/podcast/strategic-onboarding-for-law-firms Episode 050: Why I Love Conflict with Lori Pulvermacher: atticusadvantage.com/podcast/why-i-love-conflict-with-lori-pulvermacher Episode 092: You're Late Again! Tips on Navigating Workplace Expectation, Communication, and Other Fun Challenges with Lori Pulvermacher: atticusadvantage.com/podcast/youre-late-again-tips-on-navigating-workplace-expectation-communication-and-other-fun-challenges-with-lori-pulvermacher Episode 102: Holiday Marketing Made Simple: 5 Tips to End the Year Strong with Lori Pulvermacher and Aaron Rothert: atticusadvantage.com/podcast/holiday-marketing-made-simple-5-tips-to-end-the-year-strong-with-lori-pulvermacher-and-aaron-rothert Episode 103: Breaking the Sales Stereotype: A New Approach for Lawyers with Lori Pulvermacher: atticusadvantage.com/podcast/breaking-the-sales-stereotype-a-new-approach-for-lawyers-with-lori-pulvermacher Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of The Tech Trek, Amir sits down with Clark Downum, CTO at Redox, to unpack the deeper dynamics between engineering, product, and business stakeholders. From tech debt and project delays to culture, communication gaps, and delivery trade-offs—this conversation is a candid exploration of how technical teams can drive impact without getting stuck in process perfection.Whether you're a tech leader or aspiring one, this episode offers a fresh lens on ownership, expectation-setting, and delivering what really matters.

Reggie Marable is the Head of Global Sales at Sierra, a conversational AI platform for businesses. Sierra enables companies like ADT, Sonos, SiriusXM, and WeightWatchers to build AI agents that transform customer experiences. The company has rapidly become a hypergrowth leader in Silicon Valley, recently securing a funding round that values it at $4.5 billion. Before joining Sierra, Reggie was the Head of Sales in North America at Slack and the Area Vice President of Enterprise Sales at Salesforce.  In Today's Episode We Discuss:  02:50 “What I Learned from Failing Early as a CRO” 06:06 The Most Effective Sales Strategy and the BS Sales Methodology 06:55 How to Build Sales Processes from Scratch 12:28 When and How to do Verticalised Sales Teams 14:15 How to Become World Class as Sales Prospecting and Outbound 17:21 How to Use Proof of Concepts to Win Enterprise Deals 22:04 Enterprise vs. Self-Serve: Both or One and How 30:09 Building a Sales Team from Scratch 37:39 Structuring the Hiring Process 41:14 How Founders F*** Up Hiring in Sales 46:25 Handling Salary and Title Expectations 51:36 How to Run Effective Deal Cycles 57:06:07 How to do Onboarding for New Sales Hires 59:07:48 How to do Post Mortems in Sales Processes 01:04:24 Negotiating Enterprise Deals 01:08:04 Quick Fire Round: Sales Tactics and Strategies  

If you like the Elevate Construction podcast, please subscribe for free and you'll never miss an episode.  And if you really like the Elevate Construction podcast, I'd appreciate you telling a friend (Maybe even two

Gabriel Mayer-Bédard, owner of CrossFit St-Basile-le-Grand in Quebec, Canada, used semi-private training to generate over $200,000 in new revenue in just one year. Adding semi-private training also boosted his gym's client retention, solved scheduling challenges, and produced higher pay and improved career paths for his coaches.In a semi-private model, about four clients train at the same time under one coach, and each client receives personalized programming and attention—making it a high-value service for both clients and gyms.In this episode of “Run a Profitable Gym,” Gabriel outlines exactly how he launched the new service with the help of Two-Brain's semi-private specialist, Brian Bott. Gabriel explains how he set pricing and coach pay, sold existing clients on the service, and shifted his onboarding process to funnel new clients into the program.Looking for a way to grow your gym without burning out? Gabriel's story will show you what's possible.LinksGym Owners UnitedBook a Call  0:54 - What is semi-private training?5:43 - Selling semi-private training10:27 - Session pricing and trainer pay14:48 - Onboarding into semi-private21:58 - Working with a specialist

Guestie VP of Sales Jonah Mandel is back—and he's bringing a battle-tested blueprint for leading a 60-person sales org. From onboarding frameworks to emotional pulse checks, this episode is a masterclass in scalable, high-intent leadership.

In episode 198, Coffey talks with Kelly Baringer about 2025 trends in employee health benefits and strategies for reducing healthcare costs. They discuss value-based care and directed networks that steer patients to providers with better outcomes; consumer-driven healthcare plans with transparent pricing and no balance billing; the rising costs of pharmacy benefits and hidden broker compensation; and fiduciary responsibilities of HR professionals when managing employee healthcare plans. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.  If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.  About our Guest: Kelley Barringer is a Vice President of Employee Benefits Consulting, with the Employee Benefits team located in Dallas, Texas. She serves as a senior client executive, client advocate, and key liaison with our clients' executive teams, human resources, benefits, finance, and operations contacts. She provides oversight of the USI service team including overseeing the day-to-day needs of clients and is responsible for conducting periodic dialogue with key client contacts to assume overall satisfaction with the USI team. She joined USI in 2022 and has been in the insurance industry since 2015.  Prior to USI, Kelley worked at Ardent Solutions/Alera Group for 6.5 years in employee benefits. Before that, she worked in technology sales and services at Canon USA. Kelley spent time in the medical device industry working with physical therapists and in operating rooms with implants.  She has her B.S. in Exercise Science from (UTA) The University of Texas at Arlington and achieved her M.B.A. through (SMU) Southern Methodist University's executive program. She was a Specialist in the US Army Reserve's 441st Ambulance Unit, deployed to Camp Buehring, Kuwait as a medic.    Kelley is involved in her local SHRM chapter, DallasHR, as a board member, and is a Tri-chair for the Richardson Chamber of Commerce's Women in Leadership Committee. She and her oldest daughter are involved with their local National Charity League chapter. She also sits on the City of Richardson's Tax Increment Financing (TIF) Board.  Kelley was raised in Garland, TX and resides in Richardson, TX.  She and her husband have three school-aged children. Kelley Barringer can be reached athttps://www.usi.com/https://www.linkedin.com/in/kelleybarringer/  About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth.  Learning Objectives: 1.       Investigate value-based care options like UHC's app-based plans that use provider ratings and incentivized co-pays to guide employees toward higher quality care while reducing costs.2.       Identify and understand broker compensation structures within your healthcare plans to fulfill fiduciary responsibilities and ensure transparency in benefit costs.3.       Evaluate personal and company liability protection needs regarding employee benefits decisions, including whether HR professionals need to be covered under errors and omissions policies.

Meet Jeff Shea, the co-founder and CEO of Under who's revolutionizing how payments companies onboard merchants. Drawing from over two decades in payments and fintech, Jeff has created a digital account opening platform that's solving one of the industry's most persistent challenges.Under helps payments companies streamline merchant onboarding through integrated identity verification, automated risk assessments, and simplified application collection. Serving over 100 payments organizations across the United States, the company primarily works with wholesale ISOs, payment facilitators, payment processors, and software companies that monetize payments. Jeff explains that their platform bridges the gap between disjointed point solutions that many companies currently cobble together, creating a seamless experience from lead generation through merchant approval.The conversation takes a fascinating turn when Jeff discusses the future of payments and underwriting. He predicts continued growth in embedded and verticalized payments as more software platforms own their payment stacks. Looking further ahead, he believes payments will become increasingly commoditized, with differentiation coming from how platforms manage identity, trust, decisioning, and merchant experience. Most compellingly, Jeff references a McKinsey report predicting that traditional underwriting will disappear within a decade, replaced by artificial intelligence, deep learning, and machine learning. These technologies promise faster approvals for legitimate merchants while more effectively identifying problematic applicants.Ready to transform your merchant onboarding process? Discover how Under can help you approve the right merchants faster while reducing risk at under.io.

Special Episode: Modern Therapist's Consumer Guide on JotPsych Curt and Katie talk with Nate Peereboom, CEO and co-founder of JotPsych, an AI-powered scribe designed to automate therapy notes and save therapists 90–95% of their note-taking time. Jot Psych supports over 30 languages, integrates with many EHRs, and prioritizes security and privacy. In this conversation, we dive into how AI can support clinicians while protecting the integrity of the therapeutic relationship. This episode is part of our Modern Therapist Consumer Guide, where we explore innovative tools and services built for therapists and their clients. In this podcast episode we talk about AI Scribes and making your clinical documentation more efficient and effective with JotPsych We explore how Jot Psych uses artificial intelligence to ease the documentation burden in therapy practices, while maintaining HIPAA compliance and respecting client privacy. Interview with Nate Peereboom, JotPsych 0:01:07 - Nate introduces himself and JotPsych 0:02:18 - Origin story of JotPsych and why they created the company 0:05:34 - Mission, vision, and values of the business 0:09:42 - Process of using JotPsych and note generation 0:12:08 - Business and clinical considerations for using AI scribes 0:16:14 - Privacy concerns and client consent 0:20:30 - Concerns about data training and potential AI therapist replacement 0:31:18 - Multilingual capabilities 0:31:52 - Quality assurance processes 0:34:49 - Onboarding process for new users 0:40:16 - Where to find more information about JotPsych Curt and Katie Chat – Our review of JotPsych 0:42:07 – Katie and Curt talk through our impressions of JotPsych: Considerations for choosing JotPsych, paying attention to scope and accuracy in documentation that is produced, how tools like Jot Psych can serve solo and group practices, the importance of testing AI tools in real-world practice before full adoption A Special Offer for the listeners of Modern Therapist's Survival Guide podcast from JotPsych Try Jot Psych with a 10-day free trial and get 50% off the first two paid months. Visit jotpsych.com/modern-therapist and use code MODERN Credits: Voice Over by DW McCann https://www.facebook.com/McCannDW/ Music by Crystal Grooms Mangano http://www.crystalmangano.com/

Integrating onboarding coaching into your strategy can improve customer success and drive acquisitions, especially if your SaaS product is more complex or targets enterprise users. But where do you begin? In this episode, Wes is joined by Clate Mask, CEO and founder of Keap, to talk about the importance of understanding user needs and delivering tailored solutions through coaching sessions. Doing so bridges the gaps in product understanding, knowledge, and skills.    Key Takeaways: [2:30] What SaaS companies benefit the most from onboarding coaches  [8:20] Why Keap started using coaching  [16:30] The economics of hiring onboarding coaches [19:45] Must-have skills for these coaches [26:00] Ways to tailor coaching to your SaaS product [33:30] Clate's new book Conquering the Chaos About Clate Mask: Clate is the CEO and co-founder of Keap, the leading provider of business automation software for small businesses, and co-authored Conquer the Chaos: The Six Keys to Success for Entrepreneurs. Links: Clate Mask | LinkedIn Conquer the Chaos

Join Erin Rice from Process Street and Naomi Hattaway, a workplace transition expert and creator of the Leaving Well framework, as they explore how thoughtful onboarding and offboarding shape a stronger, more human-centered company culture.In this episode, Naomi shares how intentional practices, like inclusive job postings, onboarding reading guides, and stay interviews, set the tone for an employee's journey from day one to their final farewell. She unpacks the emotional and cultural weight of workplace transitions, highlighting the impact of small gestures, transparent communication, and personalized experiences.Learn how to build a seamless transition strategy that boosts retention, nurtures employee connection, and turns former team members into lasting brand advocates.

Send us a MessageCulture Change RX host Sue Tetzlaff converses with guest Christen Tenbusch of Covenant Healthcare about employee engagement examples and impact. They discuss the evolution of employee experience and patient experience, the empowerment of staff through focus groups, and the significance of creating a safe space for dialogue. Christin shares insights on flipping the hierarchy to empower staff, the impact of language in leadership, and the challenges of recruitment and retention in the healthcare sector. The conversation also touches on effective onboarding strategies and the necessity of engaging the C-suite in these initiatives to foster a positive organizational culture.Engaging employees is crucial for improving patient experience.Focus groups empower staff and enhance their engagement.Creating a safe space for dialogue fosters trust and communication.Flipping the hierarchy allows frontline staff to guide decisions.Language matters; changing terms can improve buy-in from staff.Behavior standards that are employee created are met with better acceptance.Growth and development opportunities are essential for retention.Recruitment challenges persist, especially in nursing and entry-level positions.Onboarding processes that include a phased approach can meet each new employees' unique needs.13th Annual Healthcare Executive Forum - June 18 (afternoon) and June 19 (morning)High Reliability, Just Culture & Psychological Safety Made Simple focuses on breaking down these critical concepts into practical, actionable strategies tailored for senior leaders in small and rural healthcare settings.

Pull back the curtain on a Master Hour inside the Advisor Accelerator, where Sarah Williams of Rebel Office Inc and the host of IT'S A VIBE Podcast joins us to talk about client experience! We dive into topics like client retention, the art of client onboarding/offboarding, and the power of nurturing long-term relationships with clients. Plus, we cover nuanced topics like how to create personalized touch-points that strike a balance between professional boundaries and friendly engagement + incentivizing referrals in a way that feels authentic rather than transactional. (This is a replay episode that originally aired in April 2024)

Onboarding ist mehr als ein Laptop und ein Willkommensgruß. In dieser Folge zeigt Vera Strauch, warum ein guter Einstieg entscheidend für langfristigen Erfolg und Bindung ist – und wie du als Führungskraft oder Kolleg*in aktiver Teil davon werden kannst.Konkret, inspirierend und menschlich: So gestalten wir Kultur ab dem ersten Tag. ✨Jetzt reinhören und Onboarding neu denken!Mehr Details und alle Links zur Folge #371 findest du hier. Hosted on Acast. See acast.com/privacy for more information.

Trying to do all the things in your business? It's probably the exact thing keeping you stuck.In this no-fluff convo with digital marketing unicorn Emily Reagan, we pull back the curtain on what actually happens behind the scenes of successful businesses (spoiler: it involves help!). Emily dishes out real talk on the mindset shifts, money moves, and hiring strategies that freed her up to grow her business—and help others do the same.You'll walk away from this episode knowing exactly why clinging to your DIY badge of honor might be holding you back, and how to fix it.Emily Reagan is a mom of four, former military spouse, sheepadoodle owner and jill-of-all-trades when it comes to digital marketing and techie skills. She's worked behind the scenes as a freelance digital marketer with many creatives, copywriters, and coaches to grow, nurture, and monetize their online audiences.She's the founder of the Unicorn Digital Marketing Assistant School and Digital Marketer's Workgroup where she helps women advance their digital marketing skills and services to become booked-out, in-demand unicorn digital marketing assistants (and beyond).TAKEAWAYS:Hiring help isn't just about time. It's a smart business strategy that increases your capacity to grow and scale.Outsourcing can start small (think: house cleaning or bookkeeping) and still make a big impact on your business and peace of mind.Building a supportive team means finding specialists who align with your business goals and can hit the ground running, without you micromanaging every step.Letting go of perfection and control is tough, but it's the secret sauce to sustainable growth.RESOURCES: Visit the blog post that goes along with this episode for more resourcesHire one of Emily's UnicornsDownload Emily's How To Hire A Virtual Assistant GuideSnag a seat in Allison's Sell on Autopilot Masterclass, and learn how to use email marketing to sell while you sleep (or, ‘ya know…live your actual life!)CONNECT WITH ALLISON:Follow Allison on InstagramDID YOU HAVE AN 'AH-HA MOMENT' WHILE LISTENING TO THIS EPISODE?If you found value and are ready to take action from listening to this episode, head to Apple Podcasts and help us reach new audiences by giving the podcast a rating and a review. This helps us to reach more online coaches who are creating a thriving 6-figure business.Music courtesy of www.bensound.com

The ancillary outpatient sites known as 340B child sites serve as important places for patients to access the drugs and care they need. There are crucial steps involved in effectively onboarding potential child sites as well as ongoing processes involved with maintaining the parent hospital's partnership with those sites. University Hospitals Cleveland Medical Center  340B Pharmacy Manager Joe Moss joins us to shed light on this process and the potential problems to be on the lookout for.How is a 340B child site onboarded?Moss says the first big step to identifying potential sites is to work with a hospital's finance, revenue, pharmacy, and legal departments to evaluate a site. The team looks at Medicare cost reports and trial balances to ensure they are eligible for 340B. As part of the process, they also use electronic medical record and retail data to identify potential clinic areas based on their patient volumes.A 340B child site is registered. Now what?The work is not over once a child site has been registered in 340B. UH has a program it calls the “340B Concierge Program,” which aims to provide comprehensive, ongoing support and guidance to a given child site. The program offers additional education and information in such areas as procurement processes, the appropriate ways to handle drug transfers, and miscellaneous licensing issues.Onboarding requires relationships and a close eye on complianceMoss says that hospitals onboarding a child site should establish and maintain close ties with the site to prevent issues with 340B compliance. This can involve being the first line for any pharmacy issues the site staff might be having, holding frank conversations with clinic management when necessary, and inviting staff to observe mock audits so they can learn more about what goes into maintaining 340B compliance.Resources:Trump Executive Order Could Revive Medicare 340B Cuts

Top-producing agents know revenue share is smart—but building it often feels impossible when you're already maxed out.Creating training? Onboarding systems? Babysitting new agents?Not happening.In this episode, I'm breaking down how the Wolfpack Co-Sponsorship Model gives you the ability to plug your recruits directly into a fully built system—without slowing down your own business.We've eliminated the guesswork and built a scalable support engine for you: ✅ 8 Live Weekly Masterminds✅ Social Agent Academy, Predictable Production, and Foundations Builder Courses✅ CRM + AI setup, niche marketing, and lead generation workflows✅ 3-way closing support with Wolfpack leaders converting at the highest levels✅ Done-for-you onboarding structure and agent attraction toolsHere's how it works:A Wolfpack leader is named as sponsor (activating full system access)You're named as co-sponsor—and you still earn revenue share from the agent and their downlineThey grow. You grow. You both win.

Onboarding in a dental office isn't just about policies and protocols—it's about how clearly you communicate when the pressure is on. Miss the mark, and even the most experienced hires can falter. Training new team members starts with avoiding assumptions. Just because someone has experience doesn't mean they understand how things are done in a new environment. Without clear instructions, even skilled workers can struggle. A strong system is built on small steps, clear language, and open communication. The process works best when everyone is involved. Dentists, assistants, office managers—each person plays a part in helping new hires settle in. Simple tools like checklists, written guides, and regular check-ins can make a big difference. Encouraging questions, offering support, and being patient helps new team members feel more confident and capable. Feedback matters too. It should be clear, respectful, and focused on growth. Mistakes are part of learning, and when handled well, they lead to better performance. It's also important to recognize that people of different ages may learn differently. A flexible approach helps everyone stay on the same page. Keeping training materials up to date and reviewing them often ensures the whole team stays sharp. When learning becomes part of the culture, the result is a stronger, safer, and more connected practice. Connect with Monica Website: www.truenorthtrainingandconsulting.com Email: Monica.tntc@gmail.com —-------------------------------------------- Hey friends—cool news! The Dental Assistant Nation Podcast was featured on Feedspot's Top 100 Dental Podcasts and their Top Dental Assistant Podcasts list. Huge thanks to you for listening, subscribing, and supporting the show. Couldn't have done it without you. Go check it out—we're listed alongside some amazing shows! 100 Best Dental Podcasts - https://podcast.feedspot.com/dental_podcasts/ 4 Best Dental Assistant Podcasts - https://podcast.feedspot.com/dental_assistant_podcasts/ —--------------------------------------------

Molly Sands, Head of the Teamwork Lab at Atlassian, joined us on The Modern People Leader.We talked about Atlassian's latest research on the three things the best teams do differently, the power of unleashing collective knowledge, and why distributed teams have a headstart on AI adoption.---- 

Sandra Abrams is the founder of Onboard 60, an organization providing education and resources for senior citizens to understand and engage with cryptocurrency and digital assets. Onboard 60 aims to help older generations navigate the digital financial landscape and participate in the largest generational wealth transfer in modern society.In this interview, Abrams discusses with [Bitcoin.com](http://bitcoin.com/) News Lead David Sencil her initial Bitcoin purchase in 2016, her journey from media-induced skepticism to becoming a crypto educator, the importance of senior citizens understanding digital assets, and her strategies for helping older Americans connect with their digital-native grandchildren through cryptocurrency investments.Subscribe to our channel and hit the bell "

In this insightful episode of the E-commerce Evolution Podcast, host Brett Curry sits down with Jhana Li (https://www.linkedin.com/in/jhana-li), founder of Spyglass Ops, to tackle one of the biggest challenges holding back growing businesses: operational constraints. While many entrepreneurs excel at product development and marketing, they often hit a ceiling when it comes to building operational systems and processes. Jhana shares her expertise as a transformational operations consultant who has helped hundreds of seven and eight-figure businesses scale by creating systems that allow founders to work on their business rather than in it.—Sponsored by OMG Commerce - go to (https://www.omgcommerce.com/contact) and request your FREE strategy session today!—Chapters: (00:00) Introducing Jhana & SpyGlass Ops (04:21) Common Operational Problems Founders Face(07:52) Developing a Strategic Vision to Break Through Bottlenecks(14:39) Setting Yourself Apart From Competitors(17:52) Vision Alignment With Your Team(20:51) Hiring and Onboarding the Right People(32:31) Structuring An Effective Hiring Process(40:28) Coaching a High-Performing Team(46:04) When To Let Underperformers Go(50:43) Final Thoughts—Connect With Brett: LinkedIn: https://www.linkedin.com/in/thebrettcurry/ YouTube: https://www.youtube.com/@omgcommerce Website: https://www.omgcommerce.com/ __Past guests on eCommerce Evolution include Ezra Firestone, Steve Chou, Drew Sanocki, Jacques Spitzer, Jeremy Horowitz, Ryan Moran, Sean Frank, Andrew Youderian, Ryan McKenzie, Joseph Wilkins, Cody Wittick, Miki Agrawal, Justin Brooke, Nish Samantray, Kurt Elster, John Parkes, Chris Mercer, Rabah Rahil, Bear Handlon, Trevor Crump, Frederick Vallaeys, Preston Rutherford, Anthony Mink, Bill D'Allessandro, Bryan Porter and more

In episode 197, Coffey talks with Adam Dougherty about angry ex-employees and new ways to get sued. They discuss managing post-termination communications from angry ex-employees; responding to threats of litigation; the importance of good people practices when faced with litigation threats; new causes of discrimination claims following last year's Supreme Court Muldrow v. City of St. Louis decision; and the wisdom of always assuming a decision that doesn't go an employees way may constitute an "adverse employment action.” Links to stuff they talked about are on our website at https://goodmorninghr.com/EP197 and include the following topics: -          Evil HR Lady: Former Employee Threatens Lawsuit. How should HR respond?-          Bloomberg Law: Justices' New Bias Test Puts Performance Reviews in Legal Bind Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.  If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.  About our Guest: Adam Dougherty is board certified in labor and employment law by the Texas Board of Legal Specialization. Adam counsels employers throughout Texas and the United States on a daily basis concerning a multitude of cutting edge and high stakes employment advice matters including terminations disciplinary actions and leave and accommodation issues  Adam also regularly prepares handbooks personnel policies noncompete agreements employment agreements and complex separation agreements In addition to litigating in state and federal courts and arbitration proceedings on various discrimination FLSA and noncompete matters he also regularly appears before the Equal Employment Opportunity Commission EEOC US Department of Labor DOL and various state agencies Adam also conducts antiharassment and antidiscrimination training and workplace investigations. In addition to representing companies all across the state of Texas Adam also maintains a national and international practice representing companies operating in each of the states and across the globe In light of his unique experience representing multi state employers he serves on the Steering Committee of the firm's Multistate Advice and Counseling Practice Group. Adam is cocreator along with Sean Urich of “Monthly Conversations with Adam and Sean” an interactive employment law briefing held regularly in Dallas for legal and HR professionals The briefings are also broadcast live to a national and international audience See recent topics and other presentations in “Speeches” below. Adam is a volunteer with DallasHR and has also served as the Co-President of the Shelton School Dads' Group the past president of the University of Arkansas School of Law's National Alumni Association and as a coach of his daughters' basketball and softball teams. Adam Dougherty can be reached at https://www.linkedin.com/in/adam-dougherty-6946aa2/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth.   Learning Objectives: 1.       Implement proper communication protocols when terminated employees threaten litigation, including directing all communications to one person and preserving relevant documentation.2.       Document performance improvement plans thoroughly and follow through on scheduled check-ins to avoid undermining the company's position in potential litigation.3.       Anticipate more claims under the expanded definition of "adverse employment action" following the Muldrow decision by carefully reviewing workplace decisions that might affect employee status or opportunities.

SHOW NOTESIn this webinar, we'll cover:What effective onboarding really looks like — and what it's notHow to start creating a structured 30-60-90 day onboarding plan for new hiresAnd actionable tips for creating a welcoming environment and preparing your existing team and new hires for successWhether you're onboarding your first employee or looking to refine your existing process, you'll find valuable takeaways in today's conversation. Visit the episode page on our website to get the audio recording of this webinar, the transcript, and the full video recording of the original webinar. Now let's tune in to learn how you can set new team members up for success this year. About One FireflyOne Firefly, LLC is an award-winning marketing agency that caters to technology professionals in the custom integration, security and solar energy markets. One Firefly is headquartered in Davie, Florida with staff located throughout North America and has been operating since 2007.

Do you have an idea for a podcast episode?In this episode of Talking Pools, the hosts discuss various aspects of running a pool service business, including personal updates, team structure, role hierarchy, employee training, and the importance of KPIs and accountability. They emphasize the need for flexibility within teams, the significance of employee engagement, and the necessity of having a clear onboarding process. The conversation wraps up with a focus on transparency and communication as key elements for business success.takeawaysThe immune system is largely controlled by the X chromosome.Creating a clear hierarchy in a business helps set expectations.Flexibility in roles can enhance employee satisfaction.Professional development is crucial for employee retention.KPIs are essential for measuring business success.Regular employee reviews foster engagement and accountability.Onboarding processes should be well-defined and transparent.Investing in employees' personal interests can boost morale.Communication is key to a successful team environment.Celebrating employee achievements enhances team spirit.titlesBuilding a Strong Team in Pool ServiceThe Importance of Role HierarchyFlexibility in Business OperationsInvesting in Employee DevelopmentSound Bites"I hate being sick.""This is our level of expectation.""It's really important to have a crossover.""Creating professionalism and creating experts.""It's all about transparency, communication.""You have to put in the hard work.""You only get one chance at a first impression.""We like it when we get those ideas."Chapters00:00Introduction and Personal Updates02:55Business Growth and Team Structure06:05Role Hierarchy and Responsibilities08:57Flexibility and Cross-Training in Teams12:03Professional Development and Training14:51KPIs and Accountability in Business18:10Employee Engagement and Satisfaction21:00Onboarding and Employee Handbook24:10Conclusion and Future Topics Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com