Podcasts about Onboarding

In episode 222, Coffey talks with consultant and author LeAnne Lagasse about effective leadership development initiatives and what she calls “congruent leadership.”  They discuss why most leadership training programs fail to deliver ROI; the importance of reverse engineering programs from specific organizational outcomes; the significant impact of frontline managers on employee engagement; the gap between knowledge transfer and skill execution; building programs with practice, peer learning, and self-reflection components; “soft skills” deficits across the workforce; “congruent leadership” as alignment of self-perception and team experience; and the 70-20-10 learning model's impact on development.  You can find LeAnne's new book “The Congruent Leader: Build Trust, Lead with Self-Awareness, and Close the Gap Between How You See Yourself and How Others Experience You” here https://a.co/d/ehUoYLx  Hardcover: https://www.barnesandnoble.com/w/the-congruent-leader-leanne-lagasse/1148446437?ean=9798999501912   Book website: https://www.thecongruentleaderbook.com   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:  LeAnne Lagasse is the author of “The Congruent Leader: Build Trust, Lead with Self-Awareness, and Close the Gap Between How You See Yourself and How Others Experience You.”   LeAnne is also an HR consultant and keynote speaker who helps leaders and organizations improve employee engagement and retention, as well as develop their people managers.   LeAnne is a SHRM-SCP, a Gallup-Certified CliftonStrengths© Coach, and also serves as adjunct faculty at Missouri State University, where she teaches professional communication courses to MBA students.   Before launching her consulting business, LeAnne was a faculty member and the Director of Public Speaking in the College of Media and Communication at Texas Tech University, where she served for 14 years. Alongside her husband, Ben, she is a proud mom to three children and two pet prairie dogs.  LeAnne's book, “The Congruent Leader: Build Trust, Lead with Self-Awareness, and Close the Gap Between How You See Yourself and How Others Experience You” is available at https://a.co/d/e2vm4d1.   LeAnne Lagasse can be reached at: https://www.leannelagasse.com/  https://www.linkedin.com/in/leannelagasse/  https://www.facebook.com/leannelagasseconsulting   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:   Design leadership development programs that span extended timeframes with multiple learning modalities including peer collaboration, low-stakes practice opportunities, and structured reinforcement rather than relying on one-day events or single webinars. Incorporate self-awareness and reflection exercises into leadership training to help managers identify their natural strengths, biases, and communication tendencies that create barriers to their own success. Implement the 70-20-10 learning model by prioritizing challenging practice exercises (70%), supportive coaching and mentoring relationships (20%), and formal content delivery (10%) to maximize leadership development ROI. 

When you're looking to grow your clinic, there are two ways to make it happen: hire a new provider or offer a new technology/service. With limitations of space and payroll, a hire may not be the best option. In this episode, we share our best practices for onboarding new services to get the best return sooner!Talking Points:AesthetiCare and our focus on results-driven treatmentsGrow through great team members and smart service additionsAdd devices that create new revenue, not compete with existing servicesAttend industry meetings and conferencesTalk to reps and providers to learn about new techContact clinics already using the device for honest feedbackBook demos when the full team can attendCreate a clear pitch to get team buy-inInclude marketing team in demos and early planningTrain providers thoroughly with hands-on sessionsBuild a plan to collect quality before & after photosKeep website and messaging condition-focused (e.g., acne, skin laxity)Set internal contests and team goals for new servicesCelebrate early wins to build momentumHost virtual events to promote and educate clients on new treatmentsResources:AesthetiCare MedspaIncredible MarketingAIG Virtual EventsAd Links:Online E-coursesTuesday Training

Founder of The Upside, Erin Halper, joined me on Ditching Hourly to share her pro tips on creating and sustaining a premium online community. Erin's Links:Erin's community » https://betheupside.com/Erin's LinkedIn » https://www.linkedin.com/in/erinhalper/Chapters(00:00) - Introduction and Guest Welcome (00:19) - Erin Halper's Background and The Upside Community (03:19) - Challenges and Evolution of The Upside (07:24) - Starting and Running a Community (09:18) - Best Practices for Community Management (24:08) - Pricing Strategies for Independent Consultants (30:19) - Navigating Agency Subcontracting (30:52) - Building and Scaling Your Business (31:42) - Lifestyle and Impact in Consulting (33:00) - Celebrating Wins and Community Support (34:26) - Visibility and Positioning (36:03) - Pricing Strategies and Market Shifts (37:47) - Maintaining Boundaries in Community (40:30) - Application Process and Membership Cap (43:40) - Quarterly Open House Strategy (47:18) - Onboarding and Member Matching (55:26) - Concluding Thoughts and Contact Information ----Do you have questions about how to improve your business? Things like:Value pricing your work instead of billing for your time?Positioning yourself as the go-to person in your space?Productizing your services so you never have to have another awkward sales call or spend hours writing another custom proposal?Book a one-on-one coaching call with me and get answers to these questions and others in the time it takes to get ready for work in the morning.Best of all, you're covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word, and I'll refund your purchase in full.To book your one-on-one coaching call, go to: https://jonathanstark.com/callI hope to see you there!

Are you a SaaS founder wondering How to Build a Growth Operating System That Helps Teams Deliver Real Value? Growing a B2B SaaS company can often feel messy. Teams try lots of different tactics, hoping that something will finally work. But this kind of scattered approach rarely leads to long-term, repeatable success. In this episode of the Grow Your B2B SaaS Podcast Joran Hofman sits down with growth expert and coach Andrew Capland. Andrew explains how to move beyond one-off growth hacks and start building what he calls a Growth Operating System. This system helps teams focus on delivering real value, work together more effectively, and create results that can scale over time.Key Timecodes(00:00) - Cold Open: North Star Metric, Activation vs Retention, and Copying Playbooks Pitfalls(01:02) - Host Introduction: B2B SaaS Growth Operating System with Andrew Capland(01:46) - Why Tactics Alone Fail: The Case for a Growth Operating System in B2B SaaS(02:01) - Andrew's Journey: From Growth Content to Executing a Growth Operating System(03:40) - When to Implement a Growth OS: From Random Acts of Growth to Repeatable Systems(04:20) - Growth OS Building Blocks: Strategy, KPIs, Rituals, Templates, Frameworks(05:37) - Plug-and-Play Templates: Customizing the Growth Operating System for Your Stage(06:25) - Growth Strategy 101: North Star, Vision, Levers, Bets, and Milestones(07:25) - Choosing a North Star Metric: Activation and Retention as Leading Indicators(08:31) - Activation Example: The Facebook “7 Friends in 5 Days” North Star Metric(09:43) - Defining Activation: Customer Interviews, Milestones, and Value Realization(10:47) - Cross-Functional Growth: Sales, Product, CS Inputs and Growth Leadership(12:26) - Earning Ownership: Become the Expert on the Problem (Activation/Retention)(15:14) - Sponsor Break: SaaStock Dublin – B2B SaaS Founder Networking and Investors(16:45) - Founder vs Growth Leader: Ownership Shifts from Early Stage to Scale(17:35) - Common Growth Mistakes: Copy-Pasting Big Tech Playbooks vs ICP Fit(19:06) - Case Study: Airbnb Referral Program Copycat That Flopped (and Why)(20:13) - Managing Growth Setbacks: Trophy File Mindset and Learning-First Experiments(23:08) - Using AI in Growth: Train on Your A/B Tests, Learnings, and Audience Data(25:16) - Documentation is a Growth Lever: Standardize Learnings and Onboarding(26:20) - Hiring Your First Head of Growth: Skill-Problem Fit and Translating Jargon(28:40) - Alignment First: What Growth Owns, Accountability, and Collaboration Rules(29:20) - Problem Selection: Scoping High-Leverage Bets and Measuring Outcomes(30:34) - Low-Volume SaaS: Qualitative Research, Session Recordings, and User Testing(32:12) - Essential Tool Stack: CRM/Marketing Automation, Product Analytics, In-App Messaging(33:45) - The Next 2–3 Years: Train AI on Proprietary Growth Data to Predict Outcomes(35:23) - Stage Advice: From 0–10K MRR—Find One Acquisition Channel and One Retention Channel

In this episode, I'm joined by Michael Bartolomei of Launch Control to talk about why texting isn't just a marketing tactic—it's a foundational part of a scalable business strategy. If you've been treating SMS as a one-off tool or cutting it when money gets tight, you're missing out on one of the most powerful ways to create consistent deal flow in real estate investing.Michael brings deep insight from working with investors at every level—from solo operators to large teams—and he shares what separates those who scale from those who stall. We dive into the systems, mindset shifts, and tactical frameworks that will help you stop chasing leads and start building a real engine for growth.Episode Timeline[0:00] – Introduction[1:13] – Why SMS marketing needs to be treated as a foundational business tool[2:04] – Michael's journey from boutique hotel owner to marketing leader at Launch Control[4:15] – Why most entrepreneurs need to stop doing everything themselves[6:07] – What Launch Control actually does and why it's more than just sending messages[7:08] – The importance of engagement coaching for text-based marketing[9:28] – Onboarding vs. optimization: how Launch Control supports users long-term[11:30] – Big mistake #1: expecting results too fast without a 90-day ramp[15:25] – Big mistake #2: cutting marketing first when finances get tight[17:15] – What the most successful investors do differently in marketing and scaling[20:13] – Why consistent systems (not chaos) are the key to predictable profits[22:17] – Deconstructing a large-scale business into scalable buckets[25:40] – How to get started with Launch Control (and what to expect from their team)5 Key TakeawaysSMS should be a long-term growth pillar, not a quick-fix lead gen tactic.You can't scale if you're still wearing every hat. Know when to outsource.Success comes from systems that allow you to plug and play—not start over.Avoid cutting marketing during hard times—it's your business lifeline.Consistency in messaging and process beats high-intensity sprints every time.Links & ResourcesLaunch Control: launchcontrol.usBook mentioned: Profit First for Real Estate Investing by David RichterNeed help with financial clarity? Visit www.simplecfo.comIf you're ready to stop burning cash on inconsistent lead flow and start building a marketing machine that fuels your real estate business, this episode is a must-listen. If you enjoyed it, don't forget to rate, follow, and leave a review so we can keep helping more investors put Profit First!

My guest today believes that onboarding your tenant sets the tone for the entire tenancy.  From move in to move out, your systems drive your landlord business.  Business efficiency expert Sydney Young is back with us, talking about how to set up even more systems as a remote landlord.  Everything from onboarding a new tenant from afar to setting up your properties on a schedule, Syd always brings new ideas to the conversation.  The best part?  Syd always brings something FREE.  This episode is no exception.  Join me as we learn about remote landlord and property systems together!   

"If you can't trust your team to work unsupervised, you may have hired the wrong people or need to look in the mirror first." Notable Moments [03:37] The importance of hiring self-motivated people before implementing remote processes. [04:52] Why trust issues with remote work often stem from hiring decisions, not management style. [08:04] Setting up tools, technology, and data policies for remote employees. [09:48] Onboarding for culture, not just compliance. [11:03] Defining communication expectations and channels for hybrid teams. [13:30] How Dan Cockerell's “What It's Like to Work With Me” document inspired Tim's own approach. [16:15] The “touch people before you touch work” leadership philosophy. [18:29] Helping organizations transition from in-office to remote environments effectively. In this episode, Tim Dyck and Jody Maberry discuss how to create effective processes and guidelines for remote workers. They explore the role of trust in leadership, the importance of hiring motivated individuals, and how culture, communication, and clear expectations build successful remote teams. Read the blog for more from this episode. Connect with Tim and his team: Website: https://bestculturesolutions.ca/ LinkedIn: Best Culture Solutions, Inc Instagram: @best.culture.solutions   Email: tim@bestculturesolutions.ca

In this episode of Cybersecurity Today, Jim hosts Craig Taylor, a seasoned virtual Chief Information Security Officer (vCISO) with over 25 years of experience. They discuss the evolution and significance of the vCISO role, Taylor's career path, and the founding of his company, Cyber Hoot, which provides cybersecurity education and vCISO services. Taylor shares insights into why companies, especially SMBs, opt for vCISO services due to budget constraints and the scarcity of cybersecurity professionals. He also talks about the common challenges faced by vCISOs, such as managing burnout and ensuring client adherence to security recommendations. The conversation delves into the importance of cybersecurity culture, the need for effective education, and the integration of cybersecurity in business practices. Taylor offers practical advice on hiring the right vCISO and highlights the benefits his company provides. The episode concludes with a discussion on the psychology behind successful cybersecurity practices and Taylor's thoughts on the future of the industry. 00:00 Introduction to Cybersecurity Today 00:04 Meet Craig Taylor: The Virtual CISO 00:47 The Early Days of Virtual CISOs 02:15 Building a Cybersecurity Company 03:40 The Rise of Virtual CISO Services 05:01 Challenges and Realities of Cybersecurity 06:42 The Importance of Cyber Literacy 20:38 Managing Cybersecurity Risks 28:05 Understanding Administrative Risks in Onboarding and Offboarding 28:39 Challenges with MSPs and Cybersecurity 29:27 The Importance of Basic Security Measures 31:52 Dealing with Technology Debt 32:52 Balancing Budget and Security Needs 35:13 Real-Life Cybersecurity Incidents 40:17 The Role of Education in Cybersecurity 46:12 Hiring the Right VCISO 51:33 Conclusion and Final Thoughts

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

SummaryOn this episode of the ATX DAO Podcast, Ash and Tom welcome guests Armin, Sangeeth, and Luke from Avalanche Team1 to talk about the creation of Avalanche Cascade, a powerful new platform for onboarding users into the Avalanche ecosystem.In a fun twist, Luke steps out of his usual host role to share what he's been building with the Team1 crew. The group dives into how Avalanche Cascade helps different types of users get started, including crypto newcomers, Web3 natives, developers, and enterprises.They discuss the platform's origin story, design decisions, and upcoming features like XP systems, contributor tools, and chain-specific onboarding paths. The episode also touches on analytics, ecosystem mapping, and how Avalanche Cascade supports real user adoption.Connect with the Avalanche Cascade Team:Cascade Website: https://cascade.team1.network/Armin: @arminreiterLuke: @luke152Sangeeth: @Sxng33thAvalanche Team1: @AvaxTeam1Check out our friends at Tequila 512:Website: ⁠⁠⁠⁠⁠⁠⁠https://www.tequila512.com⁠⁠Socials: ⁠⁠X (Twitter)⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠TikTok⁠⁠ | ⁠⁠Facebook⁠To learn more about ATX DAO:Check out the ⁠ATX DAO ⁠websiteFollow ⁠@ATXDAO⁠ on X (Twitter)Subscribe to our newsletterConnect with us on ⁠LinkedIn⁠Join the community in the ⁠ATX DAO Discord⁠Connect with the ATX DAO Podcast team on X (Twitter):Ash:  ⁠@ashinthewild⁠Luke: ⁠⁠⁠⁠⁠@Luke152⁠⁠⁠⁠⁠Tom: @Tommyg_25Support the Podcast:If you enjoyed this episode, please leave us a review and share it with your network.Subscribe for more insights, interviews, and deep dives into the world of Web3.

If your lead source disappeared tomorrow, would your team still stay? Jeremy Miner and Dean Kozora are building a sales culture where the answer is yes. Jeremy, founder of 7th Level, sits down with Dean, founder of Hardly Selling, to announce their new partnership. Hardly Selling is a sales training agency that focuses solely on sales team growth recruiting new team members, consulting on sales process, and scaling elite sales organizations. Through this partnership, they're helping expand 7th Level's internal sales team and giving top sales professionals the opportunity to train directly under Jeremy's NEPQ methodology inside a proven system. Dean has built over 17 sales teams past $1M/month, and together they share the frameworks that create top-performing sales teams, cultures that retain talent, and systems that scale with integrity. Chapters (00:00) Introduction (01:19) The High-Ticket Gap (03:14) Onboarding and Product Knowledge (06:54) The Ideal Sales Rep Profile (ISRP) (08:59) Systems and the “Broken Pipe” Problem (12:42) Hiring and Culture (15:52) Leadership, Pay, and Retention (22:12) The 7th Level x Hardly Selling Partnership (29:14) How to Apply Got a question about sales, persuasion, or objection handling? Text me directly: +1-480-418-6755 Join the 7th Level Sales Team: ⁠https://hardlyselling.hirebus-careers.com/closer-7th-level⁠ Get Top Sales Talent For Your Business: ⁠https://calendly.com/d/cshn-ztm-n69/7th-level-recruiting⁠ ➡️ The exact NEPQ script I used to earn $2.4M/year as a W-2 sales rep: ⁠https://nepqtraining.com/smv-yt-splt-opt-org⁠

Christiana Smith Shi is a seasoned leader in global, multichannel retail, co-author of national, best-selling book Career Forward: Strategies From Women Who've Made It, founder and principal at Lovejoy Advisors, LLC., and an experienced corporate director on multiple Fortune 100 boards. Christiana made an early career pivot from finance to join McKinsey & Company, where she ultimately served as Senior Partner. After 25 years in management consulting, Christiana became the President of Direct-to-Consumer at Nike. In 2016, she retired from Nike and founded Lovejoy Advisors to help provide guidance around digital transformation for consumer and retail businesses. She joins Roy to share insights into navigating a rewarding career, talent lessons from McKinsey and Nike, and much more. Highlights from our conversation include:The timely issue that prompted her to write a book (3:58)Why Christiana puts career first, job second (9:18)How to take a strategic long view with your career (10:55)Advice for building “professional equity” (15:27)What it means to “think like an investor” when it comes to your career (16:58)Christiana's core leadership philosophy (22:20)Her perspective on the value of leadership coaching (25:38)The role of feedback as a leader (26:47)Lessons learned about hiring and talent and the major differences between hiring at McKinsey and Nike (30:25)How Christiana worked to integrate her team into the culture of Nike (35:35)Identifying strengths and opportunities of a team (37:20)How to avoid what she calls "benevolent stagnation” (42:09)How Christiana has applied her career experience and strategies to her work on boards (45:19)Advice for landing board roles (46:45)The ultimate payoff of a rewarding career and what Christiana is thinking about for the future (55:05)Visit HowIHire.com for transcripts and more on this episode.Follow Roy Notowitz and Noto Group Executive Search on LinkedIn for updates and featured career opportunities.Subscribe to How I Hire:AppleSpotifyAmazon

As financial advisors, we're always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That's where re-onboarding comes in. In this episode, we dive into how to reintroduce your long-standing clients to your current practice in a way that feels natural, client-centered, and value-driven.What you'll learn in this episode:Why re-onboarding is essential to keeping long-term clients aligned with your evolving practiceHow to introduce re-onboarding without it feeling awkward or forcedPractical strategies for resetting expectations, updating processes, and reinforcing valueWays to tie re-onboarding to housekeeping tasks that strengthen client relationshipsHow re-onboarding can open the door to referrals and reinforce your positioning as an advisorRe-onboarding doesn't need to be complicated—it's a simple but powerful tool for reinforcing your value, realigning client expectations, and making sure everyone experiences the best version of your practice today. Tune in and discover how to use re-onboarding as a lever for growth and stronger client relationships.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In episode 221, Coffey talks with Jason Finkelman about the September 2025 presidential proclamation requiring a $100,000 fee for H-1B visa petitions and its potential impact on employers and foreign workers.They discuss the vague proclamation language creating confusion about fee applicability; the H-1B lottery process; how prevailing wage requirements are designed to prevent exploitation; consulting companies farming out H-!B workers; the possible impact on small and medium employers; alternatives to H-1Bs; and what to expect in the spring H-1B lottery.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:Jason Finkelman is an Immigration Attorney working with domestic and foreign businesses, as well as international individuals in a variety of employment-based and family-based immigration matters. He represents U.S. and international companies, entrepreneurs, investors, business-owners, executives, professionals, skilled workers, students, and families in obtaining employment visas, lawful permanent residence ("green cards") and U.S. citizenship. Jason has worked with clients across a number of industries including high-tech, semiconductor, healthcare, higher education, energy, oil and gas, import/export, research, video game, as well as professional athletics, music, and entertainment to help them meet their immigration goals. Jason continues to be at the forefront of immigration law. Please visit www.finkelmanlaw.com for more information on his services.Jason Finkelman can be reached athttps://www.finkelmanlaw.comhttps://www.linkedin.com/in/jasonfinkelman/https://www.facebook.com/finkelmanlawhttps://x.com/FinkelmanLawAbout 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. Understand the H-1B visa framework including the annual lottery system, prevailing wage requirements enforced by the Department of Labor, and the current government fee structure.2. Understand the impact of the $1000,0003. Evaluate alternatives to H-1B visas for utilizing foreign talent.

Bitcoin.com CEO Corbin Fraser joins Graham and David for a fast, candid chat on:- Getting tipped ~$5 on Reddit and falling down the Bitcoin rabbit hole- Tokyo meetups → an email from Roger → joining Bitcoin.com in 2017- Rebranding “back to orange” while staying multi-chain- Rewards that reduce onboarding friction and actually get people using crypto- Wallet roadmap: better rates, lower fees, exploring more efficient trading- Privacy flows (Zano, fUSD) for everyday spending without oversharing- Where the action is across Asia and MENATry the Bitcoin.com Wallet to start your journey and earn rewards as you onboard.Watch the full video now and drop your thoughts in the comments.#Bitcoin #Reddit #Zano Subscribe to our channel and hit the bell "

A couple of years ago, I tweeted that “the best tech stack is the one you already know.” To this day, this is one of my most resonating tweets. People keep bringing it back, and founders who've been around for a while seem to particularly agree with it. But AI changes things. Or does it?This episode of The Bootstraped Founder is sponsored by Paddle.comThe blog post: https://thebootstrappedfounder.com/the-best-tech-stack-in-the-age-of-ai/ The podcast episode: https://tbf.fm/episodes/417-the-best-tech-stack-in-the-age-of-aiCheck out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw

In episode 220, Coffey talks with Ranya Nehmeh about the challenges and limitations of hybrid and remote work arrangements based on research from their new book "In Praise of the Office."They discuss how initial COVID remote work success masked long-term problems; loss of informal interactions and mentoring for newcomers; reduced collaboration and innovation; proximity bias affecting promotions and performance reviews; employee engagement challenges in hybrid settings; designing hybrid schedules with anchor days and structured meeting protocols; redesigning office spaces for collaboration; why hot-desking raises concerns; and adapting performance management to include helping behaviors and mentoring as measurable KPIs.Resources referenced in this episode include:Ranya Nehmeh and former Good Morning, HR guest Peter Cappelli's new book, In Praise of the Office: The Limits to Hybrid and Remote WorkAnd you can get a preview of their research in the (July–August 2025) Harvard Business Review article, Hybrid still isn't workingWorking From Home, Worker Sorting and Development; David Atkin, Antoinette Schoar, & Sumit Shinde; National Bureau of Economic ResearchEmployee Innovation During Office Work, Work from Home and Hybrid Work; Michael Gibbs, Friederike Mengel, and Christoph Siemroth; University of Chicago—Becker Friedman Institute for EconomicsThe Power of Proximity to Coworkers: Training For Tomorrow or Productivity Today?; Natalia Emanuel, Emma Harrington, & Amanda Pallais; National Bureau of Economic ResearchGood 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:Ranya Nehmeh is a senior HR strategist with expertise in people strategy, HR policy, leadership development, and talent management. She has held key HR roles at the OPEC Fund for InternationalDevelopment in Vienna and the European Central Bank in Frankfurt. She is a lecturer at the University of Applied Sciences for Management & Communication in Vienna and also the author of The Chameleon Leader: Connecting with Millennials (2019).Ranya holds a master's in industrial relations and human resource management from the London School of Economics & Political Science (LSE) and a Doctor of Business Administration from the Swiss Management Center in Zug. Her recent articles, co-authored with Wharton professor Peter Cappelli, include “Hybrid Still Isn't Working” (Harvard Business Review July/August 2025), “Sustainable Agility: How HR Can Survive the Rapid Pace of Change” (People + Strategy Journal, SHRM, July 2024), “It's Time to Do Away with ‘Dry Promotions,'” (Harvard Business Review, July 2024) and “HR's New Role” (Harvard Business Review, May/June 2024 magazine).Ranya Nehmeh can be reached at:https://www.ranyanehmeh.comhttps://www.linkedin.com/in/ranyanehmehhttps://www.facebook.com/ranya.nehmeh/https://www.instagram.com/ranyanehmeh/https://x.com/ranyanAbout 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. Recognize the impact of fully remote environments on collaboration, innovation, and newcomer integration.2. Implement structured hybrid policies designed to promote collaboration and productivity.3. Redesign performance management systems to include measurable KPIs for mentoring, timely response to help requests, and cross-functional collaboration to counteract the individual contributor mindset that remote work can foster.

Yeah sure your staff take the customer's order, give them the change, and direct them to the pick up area, but you want more! Trouble is, even though you have talked about it and told them, you don't see a change. What gives?! Today on Shift break we will be talking about the often desired, always vaguely communicated, and angst inducing topic of how to get baristas to meaningfully engage your customers. The goal is to help you take this on as a collaborative project, one in which much of the onus rests first on yourself and then the staff.  Related Episodes:  527: Thoughts on How to Approach Training and Onboarding 018: Hiring, Culture, and the Future of your Shop Motivating Staff Through Culture 291 : What to do if Your Baristas Wont Listen to You   HIRE KTTS CONSULTING AND COACHING! If you are a cafe owner and want to work one on one with me to bring your shop to its next level and help bring you joy and freedom in the process then email  chris@keystothshop.com of book a free call now:  https://calendly.com/chrisdeferio/30min    Thank you to out sponsors! Everything you need for back of the house operations https://rattleware.qualitybystainless.com/   The best and most revered espresso machines on the planet: www.lamarzoccousa.com  

#610 Ready to discover how interactive product demos are transforming sales, onboarding, and training? In this episode, host Kirsten Tyrrel sits down with Joseph Lee, founder of Supademo, to explore how his platform helps companies replace clunky screen recordings and outdated videos with self-guided, clickable demos. Joseph shares the journey of scratching his own entrepreneurial itch, the gap he saw in the marketplace, and why showing — not telling — is the future of product communication. From SaaS to traditional businesses, learn how Super Demo is saving time, cutting costs, and helping over 100,000 companies create engaging customer experiences! What we discuss with Joseph: + Origin of Supademo + Pain points of screen recordings + Benefits of interactive demos + Sales use cases + Onboarding and training impact + Cost and time savings + Personalizing product demos + Innovative demo features + Analytics and engagement tracking + Lessons from entrepreneurship journey Thank you, Joseph! Check out Supademo at Supademo.com. Follow Joseph on LinkedIn. Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

SummaryThis conversation explores the concepts of collaborative custody and community custody in the context of Bitcoin. The speakers discuss the unique characteristics of Bitcoin as a digital bearer asset, the importance of community in custody models, and the various trade-offs involved in different custody approaches. They emphasize the need for user-friendly solutions to onboard more people into the Bitcoin ecosystem while maintaining privacy and security.TakeawaysBitcoin is a unique digital bearer asset.Collaborative custody distributes responsibility among trusted guardians.Community custody allows for shared responsibility in asset management.Onboarding users to Bitcoin requires simplifying the process.Privacy is a key concern in custody models.Trade-offs exist between control and convenience in custody.The role of guardians is crucial in collaborative custody.Different custody models cater to various user needs.Bitcoin's programmability allows for diverse custody solutions.Understanding the risks of custody partners is essential.Chapters00:00 Exploring Custody Models00:27 Collaborative vs Community Custody00:35 Understanding Bitcoin as a Bearer Asset02:21 Defining Community Custody04:09 Trade-offs in Custody Models06:01 User Experience in Custody Arrangements08:10 Onboarding and Accessibility in Bitcoin Custody09:56 Privacy Considerations in Custody Models11:43 Community Custody Use Cases13:36 Challenges and Risks in Custody Models15:47 Future of Bitcoin Custody17:38 Tradeoffs and Wrap Up27:30 bp soundbite.mp4

Want to win a free pair of airpod pros, sign up for a demo with Vitally: https://www.vitally.io/csproIn this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Cara Benecke, the Head of Customer Success and Support at Workflex. They discuss the critical importance of building a customer onboarding program from scratch, the challenges faced in establishing customer success as a revenue driver, and the significance of creating 'wow moments' during onboarding. Kara shares her insights on how to effectively engage customers, the necessity of understanding their needs, and the importance of feedback in refining onboarding processes. The conversation emphasizes the need for customer success teams to be proactive, data-driven, and customer-centric in their approach to onboarding and retention.Chapters:00:00 Introduction to Customer Success and Onboarding03:34 Building Customer Success from Scratch11:39 Challenges in Building Customer Success22:51 The Importance of Onboarding35:36 Creating Wow Moments in Onboarding55:22 Key Takeaways for Building Onboarding ProgramsDownload The CS Pro freebies:https://thecustomersuccesspro.com/resourcesConnect with Anika Zubair: Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Cara Benecke:Linkedin: https://linkedin.com/in/cara-benecke/Send Anika a text :) Want to be our next guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

Vertriebskultur im B2B-Vertrieb – das ist die wichtigste Lektion nach 1.000 Folgen, denn ohne starke Kultur bleibt selbst das beste Team unter seinen Möglichkeiten. Warum ist das so? Weil Kultur jeden Kontakt prägt: vom ersten Anruf bis zur Verlängerung. Sie definiert, was wir zulassen, wie wir Prioritäten setzen und woran wir wachsen. Deshalb entscheidet sie langfristig über Umsatz, Win-Rates und Mitarbeiterbindung. Und genau darum spreche ich in dieser Jubiläumsfolge sehr klar – damit du die richtigen Stellschrauben erkennst und sofort drehen kannst. Erstens: Formuliere Prinzipien, nicht nur Werte. Dadurch wird Kultur sichtbar und messbar. Zum Beispiel: Kundenfokus vor Eitelkeit, Tempo vor Perfektion, Qualität in jedem Kontakt, Coaching jede Woche. Zweitens: Lebe Konsequenz, denn Führung zeigt sich nicht im Gesagten, sondern im Geduldeten. Drittens: Trainiere kontinuierlich, weil Skills sonst erodieren. Viertens: Recruite mutig und manage Leistung transparent – A-Spieler rein, Underperformance mit Plan verbessern oder sauber trennen. Schließlich: Sichtbares Scoreboard, damit jeder jederzeit weiß, wo wir stehen. Wie setzt du das um? Zuerst definierst du 5–7 Team-Prinzipien schriftlich; anschließend übersetzt du sie in Routinen: wöchentliche Pipeline-Reviews, strukturierte Deal-Qualifizierung und sauberes Onboarding. Außerdem etablierst du eine Coaching-Kadenz mit klaren Lernzielen. Dadurch entsteht Verbindlichkeit, während gleichzeitig Freiraum für Eigenverantwortung bleibt. Zudem fütterst du ein zentrales Playbook, damit Wissen nicht versickert, sondern skalierbar wird. Doch Kultur braucht Vorbilder. Deshalb beginnen High-Performance-Teams bei der Führung: Extreme Ownership statt Ausreden, Kontext statt Mikromanagement und Proaktivitat statt Abwarten. Wenn Leader konsequent vorleben, folgen Prozesse, denn Verhalten wirkt ansteckend. So verankerst du Standards, die Leistung erleichtern, statt sie zu behindern. Ein Wort zur Messung: Kultur ist unsichtbar, allerdings zeigen Zahlen schnell die Folgen – Ramp-up-Zeit, Conversion-Raten, Forecast-Genauigkeit und Retention. Wenn diese Metriken steigen, passen Prinzipien und Routinen. Sinkt der Trend, justierst du – früh, offen und faktenbasiert. Dadurch bleibst du beweglich, obwohl die Standards stabil sind. Mein Fazit: Vertriebskultur im B2B-Vertrieb ist kein „Nice to have“, sondern der Hebel, der Tools, Taktiken und Talente erst wirksam macht. Wenn du deine Kultur bewusst definierst, konsequent vorlebst und über Routinen absicherst, dann folgen Umsatz, Fokus und Vertrauen. Und genau dabei unterstütze ich dich gerne – für dein nächstes Wachstumslevel.  

In this episode, Michelle and Chase sit down with Amber Watts to explore a transformative approach to employee development: Everboarding. Amber shares insights from her book From Onboarding to Everboarding: Redefining Employee Development, challenging traditional views of onboarding as a one-time event and reframing it as a strategic, ongoing process that fuels long-term performance, retention, and growth.  Key Takeaways: Everboarding begins after the welcome packet. It's about building systems that evolve with your people. Onboarding is a strategy, not an event. Leaders play a critical role in reinforcing key messages and creating a culture of continuous enablement. It's a relay, not a race. Ownership of development shifts across HR, L&D, employees, and leaders, each carrying the baton at different stages. Mid-career professionals matter too. Everboarding isn't just for new employees, it's about staying adaptive, relevant, and growth-focused throughout an employee's journey. Growth is self-driven, but leaders are powerful partners. Development isn't always about promotion, it can be about deepening expertise and staying engaged. You don't need a program - you need a plan. Amber shares practical advice for organizations to implement an everboarding strategy. Everboarding is a growth lever for organizations. It shifts the focus from simply getting someone started to keeping them growing, a mindset that's essential in today's fast-changing workplace.   Follow Amber on LinkedIn Website: radicalgrowthworks.com Got a question? Ask us! Do you have a question you'd like to hear answered on Career Dreams? You can submit an audio recording of your question to be featured on an upcoming episode!  Like it? Share it! If you're finding value in exploring your Career Dreams through this podcast, please share it with your friends, followers and colleagues! Also, your ratings and reviews help others find the show...so please, let us know what you think! You can share your Career Dreams with us anytime via email: careerdreams@forumcu.com. To learn more about making your Career Dreams come true at FORUM Credit Union, visit our website:  https://www.forumcu.com/careers Dream on!

In this episode of “Run a Profitable Gym,” Chris Cooper presents hard numbers and explains why the gap between 3% and 5% churn can be the difference between stability and collapse.He shares lessons from two decades of studying the science of retention, showing how most gyms don't fail because they need more leads but because they can't keep the people they already have.Coop explains why contracts aren't the answer, why chasing Facebook leads and six-week challenges can actually erode your community, and how gyms with 300+ members can get into trouble fast if they're bleeding members. Chris also breaks down the two key metrics every gym owner should track to boost retention and revenue—length of engagement (LEG) and average revenue per member (ARM)—and explains why retention is really just “sales over time.”Tune in for Coop's full retention playbook, then apply his tips to keep members longer, change more lives and build a profitable business that lasts.Join Coop's free retention workshop on Sept. 30 at noon Eastern in Gym Owners United (linked below). LinksGym Owners UnitedBook a Call0:19 - When clients stay longer7:10 - 3% versus 5% churn11:29 - A better retention metric13:11 - Onboarding and goal reviews17:24 - Keeping people for 2 years

// GUEST //Website: https://amboss.tech/X: https://x.com/jestopher_btc // SPONSORS //Cowbolt: https://cowbolt.com/Heart and Soil Supplements (use discount code BREEDLOVE): https://heartandsoil.co/Blockware Solutions: https://mining.blockwaresolutions.com/breedloveOnramp: https://onrampbitcoin.com/?grsf=breedloveMindlab Pro: https://www.mindlabpro.com/breedloveCoinbits: https://coinbits.app/breedloveThe Farm at Okefenokee: https://okefarm.com/Orange Pill App: https://www.orangepillapp.com/ // PRODUCTS I ENDORSE //Protect your mobile phone from SIM swap attacks: https://www.efani.com/breedloveLineage Provisions (use discount code BREEDLOVE): https://lineageprovisions.com/?ref=breedlove_22Colorado Craft Beef (use discount code BREEDLOVE): https://coloradocraftbeef.com/Salt of the Earth Electrolytes: http://drinksote.com/breedloveJawzrsize (code RobertBreedlove for 20% off): https://jawzrsize.com // UNLOCK THE WISDOM OF THE WORLD'S BEST NON-FICTION BOOKS //https://course.breedlove.io/ // SUBSCRIBE TO THE CLIPS CHANNEL //https://www.youtube.com/@robertbreedloveclips2996/videos // TIMESTAMPS //0:00 - WiM Episode Trailer1:08 - Lightning Network 1013:54 - Scaling in Layers vs Blocksize (Satoshi's View)10:42 - Solving Lightning's Liquidity Problem19:47 - Cowbolt: Settle in Bitcoin21:02 - Heart and Soil Supplements22:02 - Mycelium and Lightning28:19 - Privacy and Censorship32:46 - Bitcoin as a Medium of Exchange36:19 - Bitcoin Yield on Lightning?44:21 - Mine Bitcoin with Blockware Solutions45:47 - Onramp Bitcoin Custody46:45 - How Much Yield Can You Get On Lightning?53:37 - How to Earn Yield Via Lightning?58:37 - Aqua vs Lightning1:02:41 - Bitcoin as a Trojan Horse?1:07:07 - Mind Lab Pro Supplements1:08:17 - Buy Bitcoin with Coinbits1:09:26 - KYC & Privacy1:14:00 - Is Lightning the Solution to Scalability?1:16:21 - Knots vs Core1:28:29 - The Farm at Okefenokee1:29:40 - Orange Pill App1:30:07 - 1:32:53 - Nostr and Zaps1:35:19 - Onboarding the World to Lightning1:38:58 - The World Needs Bitcoin1:42:21 - Where to Find Jesse and Amboss1:42:59 - Efani: Protect Yourself From SIM Swaps1:44:05 - Unlock the Wisdom of the Best Non-Fiction Books // PODCAST //Podcast Website: https://whatismoneypodcast.com/Apple Podcast: https://podcasts.apple.com/us/podcast/the-what-is-money-show/id1541404400Spotify: https://open.spotify.com/show/25LPvm8EewBGyfQQ1abIsERSS Feed: https://feeds.simplecast.com/MLdpYXYI // SUPPORT THIS CHANNEL //Bitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7Sats via Strike: https://strike.me/breedlove22Dollars via Paypal: https://www.paypal.com/paypalme/RBreedloveDollars via Venmo: https://account.venmo.com/u/Robert-Breedlove-2 // SOCIAL //Breedlove X: https://x.com/Breedlove22WiM? X: https://x.com/WhatisMoneyShowLinkedin: https://www.linkedin.com/in/breedlove22/Instagram: https://www.instagram.com/breedlove_22/TikTok: https://www.tiktok.com/@breedlove22Substack: https://breedlove22.substack.com/All My Current Work: https://linktr.ee/robertbreedlove

Onboarding is more than paperwork and introductions—it's the moment where new hires decide whether they feel like insiders or outsiders. For Gen Z, who are entering the workforce with heightened expectations of purpose, growth, and connection, a strong onboarding experience is not just helpful—it's essential. Research shows that effective onboarding boosts engagement, accelerates performance, and strengthens retention. But traditional programs often miss the mark for Gen Z, who value personalized learning, mentorship, and cultural integration over generic orientation.Episode OutcomeIn this episode, we explore how organizations can design onboarding experiences that go beyond compliance to build belonging, inspire confidence, and unlock Gen Z's potential from day one. Listeners will gain practical insights, innovative practices, and real-world examples of onboarding that truly works in today's multigenerational workplace.Guest Chrisa Zindros Boyce is an Executive Coach, Business Consultant, and Fractional C-Suite Executive who helps individuals and companies rethink how they lead, grow, and build culture. With over 20 years in senior leadership, including roles as VP of Marketing, COO, and CSO. She has a sharp lens on Gen Z—their values, motivations, and the way they are reshaping work. By helping companies design infrastructures and cultures that bridge generational divides, Chrisa creates workplaces where Gen Z, Millennials, and beyond can drive together. Her consulting practice spans industries from finance and law to fashion, media, education, and technology, with clients that include Walmart, Live-Nation, Google, Goldman Sachs, and MIT. Whether guiding companies through restructures, succession planning, or culture transformations, 45 Best Gen Z Podcasts You Must Follow in 2025Find Us OnlineChrisa Boyce :  Website, Website, LinkedInNikhil :  Website,  Linkedin, Youtube & Book 

How We Onboard New Patients (And Why It Matters So Much)When new patients call your clinic, they're often nervous, skeptical, and unsure. Many have never heard of pelvic PT—and nearly all have had negative healthcare experiences in the past.Onboarding isn't just logistics—it's your first chance to show them you're different. Done well, it builds comfort, trust, and confidence before they ever step into the treatment room.In this episode, we share:Why onboarding is so important in pelvic healthHow to handle the initial phone call to set expectationsWhat your welcome and reminder emails should include (and why generic EMR templates don't cut it)How to greet new patients when they arriveWhy the “new patient agreement” is like checking in at a high-end hotelThese small but intentional touches make a massive difference—not just for your patients, but for your therapists and your entire business.Business Accelerator ProgramAnd if you want to build systems like this for your own clinic, this is exactly what we teach inside the Business Accelerator Program. Apply now for the next cohort

In this episode, Tracy and I break down why leaders cling to stories instead of facts, how “no one wants to work” is rarely true, and why 89% turnover in 90 days doesn't mean failure—it means you're solving the wrong problem. We dig into the hidden costs of poor onboarding, why perfection is the enemy of progress, and how small experiments compound into lasting change.We also role-play the hard conversations most leaders avoid: asking for resources, addressing pay gaps, and backing process changes. Tracy shows how turning impact into a clear request transforms whining into influence—and why fear of tough conversations keeps organizations stuck in chaos.The throughline: stop venting, start requesting. Systems won't fix themselves, people won't magically stay, and sales numbers don't rise just because you hope they will. Elite leadership is having the clarity and courage to pitch the real solution.TL;DR* Complaints hide requests: Every gripe signals an unmet need—translate it into a clear ask.* Facts over stories: “No one wants to work” → actually 89% quit in 90 days, but 11% stayed. Find the real cause.* Perfection kills momentum: Incremental fixes beat waiting for the flawless solution.* Onboarding matters: Most “lazy hires” are system failures, not people failures.* Courage in conversations: Leaders stall not because they lack answers, but because they fear asking for change.* Compounding gains: Small, repeatable improvements snowball into massive organizational shifts.Memorable lines* “Every complaint is a poorly worded request.”* “If perfect is the standard, walk out the door now—you'll never reach it.”* “The biggest leap isn't good to great, it's chaos to not that bad.”* “Tough isn't stubborn—tough is smart clarity backed by courage.”GuestTracy Austin — Leadership consultant focused on trade industries and frontline retention. She helps organizations cut turnover, build onboarding systems, and transform complaints into action.

How do you lead a volunteer-run organization into its next phase of growth without losing its identity and heart? And how can associations support members who are often behind the scenes but shape what the world sees?In this episode of Associations Thrive, host Joanna Pineda celebrates Hispanic Heritage Month with returning guest Josie Hernandez, Executive Director of Casting Society (CSA) and President of Association Latinos. Josie discusses:How Casting Society represents global casting professionals working in film, TV, theater, reality, commercials, and new media.The Society's advocacy that led to a new Academy Award category for casting, debuting at the 2026 Oscars, a monumental achievement for the profession.How Josie led CSA's transition from a volunteer-run structure to professional management through her firm, Bostrom.The business processes, governance practices, and SOPs that helped Casting Society grow revenue, membership, and influence.How CSA supports its diverse membership through its Training and Education Program , delivered by Casting Society Cares, which helps casting assistants advance their careers.The unique Artios Awards, held simultaneously in three cities, Los Angeles, New York, and London, to honor excellence in casting across media.Association Latinos' signature event, Conexiones, a one-day summit designed around cultural leadership and lived experience, taking place October 10 in Chicago.How Association Latinos has grown organically, yet intentionally, with a volunteer base that now helps lead programming and strategy.References:CSA WebsiteArtios Awards EventsAssociation Latinos WebsiteConexiones EventJosie Hernandez on episode 59 of Associations Thrive about Association LatinosJosie Hernandez on episode 109 of Associations Thrive on the Workforce Trends Survey

Advanced practice providers (APPs) play an increasingly vital role in delivering high-quality, team-based care. APPs need the right support and structure when stepping into the complex world of oncology, through thoughtful onboarding programs. It is essential to spotlight effective APP onboarding models across various practice settings, including academic, comprehensive, and community settings. Multidisciplinary oncology teams in all settings for APP programs highlight structure, support, and sustainability as key aspects of successful integration. This podcast, supported by state society oncology programs, discusses different approaches to onboarding, mentorship, and role optimization tailored to each institution's unique needs and resources. CANCER BUZZ speaks with Jennifer Gray, DNP, ACNP-BC, AOCNP, assistant director of advanced practice at Atrium Health Levine Cancer Institute on her experience onboarding APPs with different experience levels in a comprehensive setting and onboarding APPs in clinical research. CANCER BUZZ then speaks with Glen Peterson, DNP, ACNP, RN, APP education & quality director and hematology quality director at the University of Colorado Cancer about effective strategies in a large academic environment. The podcast concludes with Jonathan Catrona, MS, PA-C, advanced practice clinical education specialist at New York Cancer & Blood Specialists on retaining APPs in a community setting.     “We do believe that mentorship is key to building a resilient workforce and for retaining APPs, and it's really an investment in supporting APP development and helping create the environment and workforce that you want in the future” – Jennifer Gray, DNP, ACNP-BC, AOCNP   “I think one of the most important things in onboarding APPs in a complicated academic medical center environment is that we have a very clear system and a clear structure to how we orient and onboard our APPs.” – Glen Peterson, DNP, ACNP, RN, APP   “My goal is to help you learn… [and] my goal is to make sure that you're able to help patients and help people.” – Jonathan Catrona, MS, PA-C   Glen Peterson, DNP, ACNP, RN, APP  Education & Quality Director, Hematology Director  University of Colorado Cancer Center  Aurora, CO    Jennifer Gray, DNP, ACNP-BC, AOCNP  Assistant Director of Advanced Practice  Atrium Health Levine Cancer Institute   Charlotte, NC    Jonathan Catrona, MS, PA-C   Advanced Practice Clinical Education Specialist  New York Cancer & Blood Specialist  New York, NY    This program is part of the Optimizing the Role of the APP in Oncology Care initiative, made possible with support from the Rocky Mountain Oncology Society, Empire State Hematology & Oncology Society, North Carolina Oncology Association, Iowa Oncology Society, Nevada Oncology Society, and Washington State Medical Oncology Society.   Resources: Rocky Mountain Oncology Society: https://rmos.accc-cancer.org/resources/advanced-practice-provider-resources     Iowa Oncology Society: https://ios.accc-cancer.org/resources/advanced-practice-provider-resources   Empire State Hematology & Oncology Society: https://eshos.accc-cancer.org/resources/advanced-practice-provider-resources      Nevada Oncology Society: https://nos.accc-cancer.org/resources/advanced-practice-provider-resources   North Carolina Oncology Association: https://ncoa.accc-cancer.org/resources/advanced-practice-provider-resources   Washington State Medical Oncology Society: https://wsmos.accc-cancer.org/resources/advanced-practice-provider-resources

In episode 219, Coffey talks with Rose Ann Garza about strategies to personalize employee engagement.They discuss defining engagement as safety and appreciation rather than superficial perks; using the Great Game of Business approach to financial transparency and employee involvement; reducing turnover through cultural changes; prioritizing practical benefits over traditional perks; creating special interest groups beyond typical affinity programs; sourcing engagement ideas through HR office hours and direct employee feedback; addressing soft skills gaps in the emerging workforce; and the importance of trust-building through hands-on leadership presence.Check out Episode 112 of Good Morning, HR featuring Monica Guzmán, author of I Never Thought of It That Way. Her insights on the value of curiosity and conversation when engaging with opposing viewpoints are especially relevant today.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:Rose Ann Garza, SPHR, SHRM-SCP, is the Chief Human Resources Officer for Kerbey Lane. During her time at Kerbey Lane the organization has more than doubled in size and has won several prestigious awards related to their impact within the community and on their team members.Prior to joining Kerbey Lane, Rose Ann built her career in the restaurant and hospitality industry working with Destination Hotel and Resorts and Brinker International.A member of Kerbey Lane's Executive Team, she leads the execution of Kerbey Lane's people strategy as well as builds organizational capability and team member culture to further enable Kerbey Lane's growth and impact.She also serves as the strategic business advisor to senior leadership and the Managing Partners of each location regarding key organizational and management issues.In addition to her role at Kerbey Lane, Rose Ann serves on the SHRM Membership Advisory Council (2025-2026) representing the Southwest Central Region and over 50,000 SHRM Members across ten states. She also serves on the Texas SHRM Board of Directors Executive Council as the Immediate Past State Director.Rose Ann previously served Texas SHRM in the roles of State Director, State Director Elect, Assistant State Director- District Directors and Core Leadership Area Directors, District Director and as the Workforce Readiness Director. Rose Ann has also served her local SHRM chapter, Austin SHRM, as President, President Elect, and Vice President of Programs.In 2024 Rose Ann was named the HR Executive of the Year by Austin SHRM and recently, in June 2025, Rose Ann was honored as the inaugural recipient of the Austin Business Journal's HR Impact Award.Rose Ann received a Bachelor of Arts from Texas State University and a Master of Fine Arts from The University of Texas at Austin.Rose Ann Garza can be reached athttps://kerbeylanecafe.comhttps://www.linkedin.com/in/roseanngarzaAbout 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 transparent financial sharing and employee involvement in business decisions to create ownership mentality, teaching financial literacy that benefits both company performance and personal employee development.2. Design engagement benefits that address actual employee needs rather than assumed preferences, focusing on practical support like meal allowances for families instead of traditional corporate perks.3. Establish regular face-to-face contact with frontline employees through scheduled office hours and hands-on work experience to build trust and gather authentic feedback for engagement initiatives.

Onboarding That Boosts RetentionMost firm owners treat onboarding as a checklist. The result? Confused hires, wasted training, and early staff turnover.In this episode of The Wize Way Podcast, Dani Bray unpacks:✅ Why onboarding starts before day one (and how pre-boarding builds trust) ✅ The 30/60/90-day structure that sets hires up for success ✅ How daily huddles and end-of-week check-ins accelerate confidence ✅ The role of culture, career paths, and training in long-term retentionIf you're ready to stop “winging it” with new hires and start building a team that sticks, this episode is for you.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here 4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Send us a textIn this episode of Soulful Self-Care Conversations, Pearl sits down with Emily Hawkins, fractional COO and creator of LeaderShift, to talk about what really steals joy from small business owners—and how to get it back.After 15 years of saving corporate giants millions, Emily now helps small business owners simplify operations, maximize profits, and fall back in love with their businesses. She shares how leaders unintentionally rob their teams of joy, why “death by five minutes” is killing productivity, and how clarity and curiosity can transform both business and life.If you've ever felt buried in busywork, frustrated by team dynamics, or disconnected from the reason you started your business in the first place, this conversation will help you reset.What You'll Learn in This Episode✨ Little Emily's story – why a childhood declaration of “I don't want a job” became the foundation for building a balanced life and business. ✨ Robbing your team of joy – how taking on every “quick” task kills your own joy and prevents your team from living their purpose. ✨ Death by five minutes – why constantly saying “I'll just do it” sabotages growth. ✨ Comfort vs. security blanket – how familiar tasks can become suffocating if you never let go. ✨ Hourly worth – how to reframe your time in terms of revenue responsibility, not tasks. ✨ Dream employee list – why 15 minutes of quiet clarity before you hire can change everything. ✨ Onboarding for success – how a 90-day plan can either turn new hires into rock stars or help you gracefully let the wrong fit go. ✨ Rediscovering joy – how clients who let go of control end up golfing more, traveling with their spouse, and making more money.Quotes to Remember“Right now, you are robbing your team of joy.” – Emily Hawkins“Tasks become a security blanket. But hold it too tight and you'll suffocate.” – Emily Hawkins“Good help isn't hard to find—it's hard to define. Start with your dream employee list.” – Emily Hawkins“You don't need another you in your business. You need someone different.” – Emily HawkinsResources & Links

In dieser Episode spricht Daniel Müller mit Bénédicte Autem, die seit über 27 Jahren in der Personaldienstleistungsbranche tätig ist – von der Niederlassungsleitung bis zur CEO-Position. Heute unterstützt sie Unternehmen als Beraterin in den Bereichen Organisationsentwicklung, Führung und Onboarding.Gemeinsam gehen Daniel und Bénédicte der Frage nach, warum so viele Unternehmen ihre Vision im Alltag aus den Augen verlieren, wie man Mitarbeiter wirklich abholt und welche Tools Führungskräften helfen, ihr Team erfolgreicher zu machen.

Find the full transcript for this episode at ProsperousCoach.com/353.Also mentioned Episode #186 called 4 Ways to Help Your Coaching Clients Feel Safe Here's a cautionary tale for coaches about onboarding new clients.I once hired a social media coach whose onboarding process was… asking for my payment. That's it!X  They asked nothing about me X  They did not provide next steps, set up our first session or provide a way to do that. I felt left out in the cold and confused!Days later nothing more than my receipt arrived. I thought I'd been scammed.Their social presence was impressive and the program was expensive. I expected professionalism.When I checked back in with this “coach”, they acted like I was bothering them, which put the last nail in the coffin.I asked for my money back.Professional onboarding should: ·      honor your new client·      help them feel safe and seen ·      and, make next steps crystal clear Let's talk about how YOU can do that with class and integrity.I'd love to hear from you. Stay inspired and make things happen! - Rhonda Hess, Prosperous Coach Rhonda Hess helps new coaches leverage their zone of genius into a profitable coaching niche and launch with confidence. For VIP step-by-step support apply for Rhonda's VIP Coaching Business Breakthrough Program here and she'll be in touch to invite you a discovery call. Or if you're stuck on your coaching niche, grab a Nail Your Niche Strategy Session with Rhonda here.

Today we are talking about Tugboat, What it does, and how it can super charge your ci/cd process with guest James Sansbury. We'll also cover ShURLy as our module of the week. For show notes visit: https://www.talkingDrupal.com/521 Topics Celebrating 20 Years with Drupal Introduction to Tugboat Comparing Tugboat with Other Solutions Tugboat's Unique Advantages Standardizing Workflows with Tugboat Handling Hosting and Development Delays Troubleshooting and Knowledge Transfer Client Base and Use Cases Agency Partnerships and Payment Structures Unique and Interesting Use Cases Challenges and Limitations of Tugboat Setting Up and Onboarding with Tugboat The Tugboat Origin Story Compliance and Security Considerations Resources Tugboat Tugboat FEDRamp Lullabot Sells Tugboat Platform to Enable Independent Growth Shurly Talking Drupal #390 - Employee Owned Companies Hosts Nic Laflin - nLighteneddevelopment.com nicxvan John Picozzi - epam.com johnpicozzi James Sansbury - tugboatqa.com q0rban MOTW Correspondent Martin Anderson-Clutz - mandclu.com mandclu Brief description: Have you ever wanted to use Drupal as a URL shortening service? There's a module for that. Module name/project name: ShURLy Brief history How old: created in Aug 2010 by Jeff Robbins (jjeff) though recent releases are by João Ventura (jcnventura) of Portugal Versions available: 8.x-1.0-beta4 which supports Drupal 9.3, 10, and 11 Maintainership Minimally maintained, maintenance fixes only. Also, the project page says that the 8.x branch is not ready for production use. So a big caveat emptor if you decide to try it Number of open issues: 18 open issues, 5 of which are bugs against the current branch Usage stats: 730 sites Module features and usage With the ShURLly module installed, you can specify a long URL you want shortened, optionally also providing a case-sensitive short URL you want to use. If none is provided a short URL will be automatically generated The module provides usage data for the short URLs, and and a user you can see a list the ones you've created as well as their click data I was a little surprised to see that created short URLs are stored in a custom db table instead of as entities, but the module is able to avoid a full bootstrap of Drupal before issuing the intended redirects The module provides blocks for creating short URLs, a bookmarklet to save a short URL, and URL history. There is also Views integration for listing the short URLs, by user or in whatever way will be useful in your site There is also a submodule to provide web services for generating short URLs, or potentially expand a short URL back into its long form. The services support output as text, JSON, JSONP, XML, or PHP serialized array The module allows provides a variety of permissions to allow fine-grained access to the capabilities it provides, and also has features like per-role rate limiting, APIs to alter redirection logic, and support for the Google Safe Browsing API, and Google Analytics It's worth mentioned that ShURLy is intended to run in a site on its own instead of within a Drupal site that is also serving content directly, but it will attempt to avoid collisions with existing site paths Today's guest, James, is one of the maintainers of ShURLy, but Nic, you mentioned before the show that you have a customer using this module. What can you tell us about the customer's use case and your experience working with ShURLy?

Paul Müller, Mitgründer von Adjust, spricht über den Aufbau erfolgreicher Sales-Teams. Er teilt, warum sie drei Monate in Onboarding investieren, wie sie internationale Märkte erschließen und warum technisches Verständnis im Sales entscheidend ist. Was du lernst: Wie du Sales Teams richtig aufbaust Die Balance zwischen Training und Performance Warum Learning & Development entscheidend ist Internationale Expansion richtig angehen ALLES ZU UNICORN BAKERY: https://zez.am/unicornbakery Mehr zu Paul: LinkedIn: https://www.linkedin.com/in/paul1/ Adjust: https://www.adjust.com/ EWOR: https://www.ewor.com/ Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/

Talking about college kicking with Urban Meyer commenting on the importance of it. Harrison Mevis Mookie Betts podcast audio talking about how many teams are truly all-in on winning. The boys discuss that in comparison with the Cardinals front office. E-Mail of the Day See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This is something I've been wrestling with at Podscan, and I know many of you face the same challenge: you're building a product that could serve two, three, maybe even five different ideal customer profiles. And you're trying to figure out how to keep them all balanced—or whether you should even try.This episode of The Bootstraped Founder is sponsored by Paddle.comThe blog post: https://thebootstrappedfounder.com/handling-multiple-icps-as-a-solo-founder/The podcast episode: https://tbf.fm/episodes/handling-multiple-icps-as-a-solo-founderCheck out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw

In episode 218, Coffey talks with Ryan Englin about recruiting and retaining skilled workers in the blue-collar trades, addressing labor shortages, and changing perceptions of trade careers.They discuss the retirement wave with 40% of tradespeople leaving in 7-10 years; barriers to entry including complex licensing requirements and limited apprenticeship slots; shifting cultural attitudes away from trades toward college; recruiting as a marketing activity requiring better messaging; retention problems masquerading as labor shortages; the need for career progression paths and leadership development; creating friction in hiring processes to assess cultural fit; and specialized leadership training approaches for hands-on learners.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:Ryan Englin is passionate about supporting growing businesses, particularly in blue-collar industries, to build amazingly productive companies by hiring the right people.Growing up, he saw his own father working 12-hour shifts and weekends as an owner/operator, witnessing firsthand the struggles that these companies have in hiring quality frontline employees. Ryan was determined to help them find a better way.His company, Core Matters, provides coaching and training on attracting, hiring, and retaining rock star employees. Using his proven process, the Core Fit Hiring System, small and midsize businesses learn how to start hiring better people, faster. With almost a decade in the business, Ryan has worked with over a hundred clients, helping business owners achieve their goals by hiring the right people.Ryan Englin can be reached athttps://corematters.comhttps://linkedin.com/in/ryanenglinAbout 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. Reframe recruiting efforts as marketing activities that sell the lifestyle, earning potential, and career advancement opportunities in trades rather than focusing solely on job descriptions and technical requirements.2. Develop comprehensive career progression pathways with clear visual representations showing advancement from entry-level to leadership roles, addressing the retention crisis caused by unclear growth opportunities.3. Design hiring processes that assess cultural fit and behavioral alignment first, using practical tests like punctuality expectations and environment-specific interviews rather than relying solely on technical skills assessment.

I asked ChatGPT what vendor onboarding professionals have been searching for in the past week – and one of the blaring results was how to onboard vendors faster.  I have five tips to speed up the vendor process….Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to prevent fraudulent payments, regulatory fines or bad vendor data. Check out the Vendor Process Training Center for 116+ hours of weekly live and on-demand training for the Vendor team. Links mentioned in the podcast + other helpful resources:    Vendor Process Training Center:  AVM Vendor Toolkit (Substitute Forms, Vendor Banking Form)Vendor Banking Form (Separate Purchase):  https://debrarrichardson.com/store/vendor-banking-form-template Get the Vendor Callback Confirmation Toolkit(TM) Today: https://training.debrarrichardson.com/course/callback-confirmation-toolkitCustomized Vendor Validations Session: https://debrarrichardson.com/vendor-validation-sessionFree Download:  Vendor Validation Reference List with Resource Links https://debrarrichardson.com/vendor-validation-downloadVendor Process Training Center - https://training.debrarrichardson.comCustomized Fraud Training:  https://training.debrarrichardson.com/customized-fraud-training Free Live and On-Demand Webinars: https://training.debrarrichardson.com/webinarsVendor Master File Clean-Up:  https://www.debrarrichardson.com/cleanupYouTube Channel:  https://www.youtube.com/channel/UCqeoffeQu3pSXMV8fUIGNiw More Podcasts/Blogs/Webinars www.debrarrichardson.comMore ideas?  Email me at debra@debrarrichardson.com Music Credit:  www.purple-planet.com 

If you're not exploring ChatGPT-5 use cases right now, you're already falling behind. In this episode, I break down six insane ways ChatGPT-5 is transforming business—from autonomous multi-step agents to deep research, workflow automation, and custom AI teammates. You'll see how these tools can plan travel, absorb massive knowledge bases, integrate with your live business data, and even create specialized sub-agents for SEO, finance, and more. Whether you're running marketing campaigns, streamlining operations, or scaling a company, this is where the biggest opportunities are right now. (00:00) Six ChatGPT-5 Use Cases That Will Make You More Money (00:18) Multi-Step Automation for Travel Planning (02:05) Deep Research with Bigger Context Windows (04:56) Integrating ChatGPT-5 with Business Tools (MCP) (07:13) Building Specialized Workflow Agents with Cursor + Claude Code (10:25) Creating Custom AI Teammates for Onboarding & Training (11:37) Conclusion & Next Steps How to Connect: IG: /ericosiu X: /ericosiu

Think of onboarding like a marriage: you don't stop showing up once the vows (or the sale) are made. In this episode, they unpack why onboarding is the delight phase of the buyer's journey, how to prevent buyer's remorse, and the small but powerful touches that turn customers into lifelong fans (and evangelists). If you've ever wondered how to make sure your clients feel like they “married the right business,” this one's for you.A Few Q&As From The EpisodeWhy is onboarding such a critical step after a sale? Answer: Because the sale isn't the finish line, it's the starting point of the customer relationship. Onboarding reassures buyers they made the right decision, prevents buyer's remorse, sets clear expectations, and begins building long-term trust.What are some simple ways solopreneurs can make onboarding effective?Answer: Start with a warm welcome, whether it's a personalized email, a short video, or even a handwritten note. Follow up with clear next steps, resources, or tutorials to help customers get value quickly. The key is making clients feel seen, supported, and confident right away.How does great onboarding impact future sales and referrals?Answer: Thoughtful onboarding turns new customers into fans and fans into evangelists. When clients feel cared for and successful with your product or service, they're far more likely to renew, upgrade, or tell their friends about you, which makes lead generation and sales much easier down the line. Okay, this might be the craziest offer we've ever made. We're giving away a solopreneur platform that normally costs five hundred dollars a year…For twenty-five bucks. And not for a month, not for a year… forever.All you have to do is pre-order our new book: Solopreneur Business for Dummies.When we first went solo, we thought we could just Google our way through it. But the advice out there? It was built for startups with teams and money, not someone trying to do it all themselves. We kept thinking: “There's gotta be a better way.”So we made one. LifeStarr Premier is the system we wish we had back then: the tools, the strategy, the community, all in one place.Go to book.lifestarr.com to lock it in.This deal goes away when the book drops, October 6, 2025, and it's not coming back.Pre-order the book. Upload your receipt. You're in. For good.

Die meisten Selbstständigen in Deutschland stecken im Hamsterrad: Sie arbeiten unendlich viele Stunden, reagieren nur auf Kunden und Mitarbeiter – und kommen trotzdem nicht über die Millionen-Umsatzgrenze hinaus. In diesem Video erfährst du, warum 87 % keine echten Unternehmer sind und wie du den entscheidenden Schritt heraus schaffst. Unternehmertum beginnt erst, wenn dein Geschäftsmodell unabhängig von dir funktioniert. Dirk Kreuter erklärt anhand eigener Erfahrungen, wie er von „selbst und ständig“ zum Unternehmer wurde, welche Rolle Delegation, Strukturen, Prozesse und A-Mitarbeiter spielen und warum Zeitmanagement der Schlüssel zum Wachstum ist. Themen im Video: Hamsterrad, agieren statt reagieren, Zeitinventur, persönliche Assistenz, Onboarding mit Videos, Chefarzt-Oberarzt-Prinzip, Kennzahlen statt Mikromanagement und die Bedeutung von echten A-Mitarbeitern. Dieses Video ist relevant für Unternehmer, Selbstständige, Coaches, Berater, Dienstleister, Handwerker, Ärzte, Rechtsanwälte und Steuerberater, die mehr als 1 Million Umsatz erreichen und echte Freiheit als Unternehmer leben wollen. #Business #Erfolg #Motivation

Some shops run clean because the people do—no late-night texts, threaded comms, and a lean, full-sub model that actually protects margin. We also get into the personal discipline behind it (sobriety, routines, boundaries) and how that steadied cash flow and home life. https://www.clarkandaldine.com Video Notes:  00:00 Intro & sponsors 05:07 Year in review + first new build 06:16 Cash-flow punch forces a reset 16:05 Sober season: anxiety, sleep, showing up 28:00 Reading & meditation with the kids 38:47 Client comms: no texting—use threads 40:27 Only call for emergencies (house flooding) 60:00 Picking the right scopes for margins 60:50 Running lean: 99.5% subbed out 68:20 Onboarding that sets expectations 78:35 Website, portfolio & finding your client 90:00 Life/business tradeoffs you don't see on IG 104:50 Wrap-up & where to find Clark + Aldine Video Version:  https://youtu.be/ZckcifjgzLo   Partners:  Andersen Windows Buildertrend Harnish Workwear  Use code H1025 and get 10% off their H-label gear   The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Nick Schiffer  Tyler Grace  Podcast Produced By: Motif Media

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you stuck acting like an order taker instead of leading your clients with strategy? If you want to grow an agency that survives the competition, you need to do more than deliver pretty websites or manage ad budgets. You need to lead with strategy, prove it with data, and guide your clients through the journey—not the other way around. Too many agencies are still making decisions based on “gut feelings” instead of data, which is why today's featured guest is tackling exactly that problem—making it easier for everyone in a company to use data daily, so decisions are grounded in reality, not instinct. Pete Caputa is the CEO of Databox, a business intelligence platform built for small to mid-market companies that makes data adoption simple across teams. Before that, Pete spent nine years at HubSpot, where he famously launched and scaled the agency partner program—now responsible for billions in revenue. But Pete's journey didn't start in SaaS boardrooms. He began as an engineer, dabbled in early 2000s web apps after learning to code, and struggled through the grind of bootstrapping. his own ventures. A key pivot came when he connected with sales coach Rick Rober, who helped him sharpen his sales chops. That path eventually led him to HubSpot as the fourth sales rep and later, the architect behind the company's groundbreaking agency channel. In this episode, we'll discuss: Creating the HubSpot Agency Partner Program. Why agencies need to lead with strategy. AI as the new strategic edge. Selling strategy as a service. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. The Birth of the HubSpot Agency Partner Program Early HubSpot sales conversations looked familiar to many agency owners: lots of free education, lots of excitement… and lots of ghosting. Agencies wanted to roll HubSpot out to their clients, but deals rarely closed. Pete recognized the deeper problem —agencies were stuck in project-based work and living on the cash flow rollercoaster. So he set out to teach agencies to package ongoing retainers instead of chasing one-off projects. That simple but powerful shift unlocked stability and scale. Agencies suddenly had recurring revenue, longer-term client relationships, and the ability to deliver compounding value. HubSpot, of course, became the backbone of that service delivery. What started as a scrappy idea became a multi-billion-dollar channel—and one of the most successful agency programs in SaaS history. Leaving HubSpot As HubSpot scaled, so did its internal politics. Pete found himself in the middle of a growing conflict between the direct sales team and the partner channel. Instead of collaborating, the two operated like competing businesses, often clashing at the deal level. Pete saw a solution, but realized implementing it would be painful in company scaling that fast. He eventually stepped away, even though he was responsible for nearly 40% of HubSpot's revenue at the time. “It got harder to get things done,” he admitted—proof that what works in a startup culture doesn't always survive as companies mature. The Evolving Challenges for Agencies Back in the early 2000s, agencies had to convince clients digital marketing was worth investing in. SEO, social, and funnels were foreign concepts for most businesses. Agencies had to sell belief before they could sell retainers. Today, the problem isn't buy-in—it's competition. Businesses now see digital as essential, but agencies are often commoditized into executing tactics. Instead of being trusted advisors, many find themselves replaceable—either by freelancers, in-house hires, or other agencies that “do the same thing cheaper.” The risk is clear: if you're not leading clients strategically, you're just a vendor waiting to be swapped out. Agencies Need to Lead With Strategy Most agencies claim to do strategy, but really, they only use it to justify selling a tactic. Redesigning a website? They'll run some quick competitor research. Launching content marketing? They'll whip up a persona doc. But that's not strategy—it's sales collateral. Pete is now working on a framework he calls Predictable Scale. It starts with true strategy: competitive research, customer research, defining vision and mission, and setting clear objectives. Only then do tactics come into play. Most agencies don't put these together in the right sequence and, as a result, get pushed in to executing tactics. For agencies, this is the key to breaking out of the execution box and earning a permanent seat at the table. AI as the New Strategic Edge These days, agencies can leverage AI to accelerate strategy and client service. It can be as simple as using AI to run a SWOT analysis, refine your brand voice, mission and vision, and then taking all the data and use it to create a custom GPT you can run to generate client-facing plans. One mastermind member, Chris Dwyer, took this to the extreme by building a board of AI advisors (finance, marketing, sales, and acquisitions) and saw incredible growth as a result. Pete's team has also dabbled in this use of AI and created a custom GPT called Pete GPT. They feed in customer interviews, surveys, and Pete's own writing so the tool can generate content in his voice. Beyond content, AI is speeding up product feedback loops. By connecting call transcripts, chat logs, and support tickets, his product team can instantly spot customer needs and prioritize features—a process that used to take weeks of interviews. Pete also has an AI agent that handles about 50% of his agency's conversations with prospects and clients, with a customer satisfaction score of 70% so far. For agencies, the message is clear: if you're not already embedding AI into your workflows, you're falling behind. Onboarding and Client Retention Still Matter Most Not everything should be automated, however, especially when it comes to onboarding. Onboarding can make or break a client relationship in the first 60 days. Too many agencies rely entirely on Zoom and automation, missing the opportunity to build true connection. “No one meets with clients in person anymore,” he said, and it's costing them. Some of the most successful agencies in Jason's mastermind make it a priority to visit new clients in person during the first quarter. That small gesture builds trust, creates deeper bonds, and makes it much harder for clients to churn later. With competition as fierce as it is, going the extra mile in onboarding may be the simplest competitive advantage agencies can claim. Selling Strategy as a Service Pete wrapped up the conversation by introducing Databox's new program for agencies: business intelligence as a service. Until now, most agencies used Databox to report on campaign performance. But Pete sees a bigger opportunity—helping agencies package BI consulting as a strategic service. Instead of being the vendor that just improves ad ROAS or runs SEO reports, agencies can step up as partners who improve an entire company's performance. That means quarterly reviews looking not just at marketing metrics, but at sales, ops, finance, and customer success data too. For agencies tired of being “order takers,” this is the chance to finally sell strategy over tactics—and get paid for it. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Our guest in this episode is Matt Stanley, the founder of Get Reviews and Leads and a passionate marketing architect with 30 years of experience. What started as a fascination with the early internet evolved into a mission-driven career for Matt, focused on using technology to serve people and build thriving, human-centered businesses. In our chat, Matt shares his powerful frameworks for moving beyond simple deliverables to create marketing that forges deep, emotional connections and lifelong customer loyalty.Key points discussed include:* Connect with your dream customer's "reptile brain" by understanding their deep-seated pains and fears.* Closing the sale is the starting line; create a legendary onboarding experience to build loyalty.* Use AI as a strategic toolbox to free up your time for genuine, human-to-human connection.Listen to the podcast to find out more.Innovabiz Substack is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Show Notes from this episode with Matt StanleyIt was an absolute thrill to welcome Matt Stanley of Get Reviews and Leads to the InnovaBuzz podcast. For 30 years, Matt has been in the trenches, architecting sales and marketing systems, and our conversation was a masterclass in stripping away the noise to focus on what truly matters: genuine, human-centered connection. Matt's passion is infectious; he's a self-described "nerd" and "geek" who fell in love with the craft of marketing not as a way to make a quick buck, but as a profound way to serve people.His journey as an "accidental entrepreneur" is one many of us can relate to. What began as a fascination with the early internet, a technology he knew would change the world, became a career-defining mission. The 2008 recession, which cost him his stable job, became the catalyst that pushed him all-in. It was a decision, as he puts it, that was made for him, leading him to discover that his true calling was helping businesses navigate the intimidating world of technology to build something truly meaningful.The "Forest for the Trees" Marketing MistakeOne of the biggest takeaways for me was Matt's frustration with how many businesses "can't see the forest for the trees." They get so fixated on the deliverable—the shiny new website, the social media campaign—that they completely lose sight of the bigger picture. A website, he rightly argues, is just a tool. If it's disconnected from the fundamental "DNA of the brand" and fails to make an emotional connection, it's not going to deliver a return on investment.This is where so many marketing efforts fall flat. Companies start with the what—"we need a website"—instead of the who and the why. They fail to ask the critical questions about how this tool will connect to their dream customer and serve the core mission of the company. It's a powerful reminder to always start with the end in mind: a deeper relationship with the people you aim to serve.Decoding the "Reptile Brain": The Real Secret to Connecting with Your Dream CustomerSo, how do we build that connection? According to Matt, it starts by getting under the hood and understanding the "reptile brain." All purchase decisions, he explained, are made from this primal place that is driven by pain, pleasure, and survival. We then use our logical brain to justify the decision we've already made emotionally. This is why a simple demographic profile of your customer just doesn't cut it.The real secret sauce is digging into the psychographics through tools like an empathy map. What are your dream customer's hidden fears? What frustrations keep them awake at night? When you can poke that pain, rub salt in the wound, and then offer a genuine solution, you're not just selling; you're connecting on a level that builds profound trust and loyalty.AI: The Planet's Most Powerful Toolbox (Handle with Care)Our conversation naturally turned to AI, a technology Matt sees as being just as transformative as the early internet. He views it as the most powerful toolbox on the planet, an incredible asset for saving time and creating efficiency. However, he offered a crucial warning: a tool is only as good as the person wielding it. He sees too many people using AI as a crutch for laziness, forgetting the timeless fundamentals of human psychology.As Matt bluntly puts it, "garbage in, garbage out." If your prompts are lazy and you don't understand the core principles of your brand and your customer, the AI will produce junk. The real skill is learning how to communicate with the technology to make you a more effective, articulate, and strategic thinker, freeing you up to do the high-value, human-centric work you love.Your Greatest Differentiator: The "Whites of Their Eyeballs" Onboarding ExperienceIn an age of automation, Matt argues that the path to differentiation lies in doing the things that don't scale. How do you create an experience your customers can't forget if they tried? You go old-school. He shared the wonderfully simple yet profound example of sending a handwritten note. In a world of emails and DMs, a physical, personal touch stands out and shows you genuinely care.This philosophy extends to the entire onboarding experience. Instead of seeing the transaction as the end of the journey, we need to create a legendary first impression. Sending a small, thoughtful gift basket or simply picking up the phone creates an emotional connection that AI can't replicate. It's about seeing the "whites of their eyeballs" and treating every customer like a VIP.Closing the Sale is Just the Starting LineThis leads perfectly to one of Matt's core beliefs: closing the sale isn't the end of the relationship; it's the starting line. Too many businesses are so fixated on acquisition that they neglect their most precious asset: their existing customers. He beautifully compared the business-customer relationship to his own 20-year marriage, emphasizing that it requires a lifelong commitment.The goal should be to constantly woo your customers and try to "out-serve" them. When you adopt this mindset, you shift from a transactional model to a relational one. The focus moves from what you can get from the customer to how deeply you can serve them, which is the foundation of any thriving, sustainable business.From Reach to Retention: Unlocking the Gold Mine in Your Existing Customer BaseMatt ties all of this together in his holistic "RACK" framework, which stands for Reach, Attract, Convert, and Keep. That last letter, K, is the one most businesses forget. It costs seven to twelve times more to acquire a new customer than to keep an existing one, yet so many of us pour all our energy into the top of the funnel.Your current customers are a literal "gold mine" of opportunity, not just for repeat business but for referrals and invaluable feedback. By focusing on that final step—by obsessing over your dream customer's dream customer—you create a virtuous cycle of service and value that becomes the ultimate engine for growth.In Summary: Matt Stanley delivers a powerful and passionate call to action for every entrepreneur. In a world increasingly dominated by technology, our greatest strength and differentiator will always be our humanity. By understanding the deep emotional drivers of our customers, creating unforgettable experiences, and committing to serving them for life, we can build businesses that not only thrive but also make a genuine impact.The Buzz - Our Innovation RoundHere are Matt's answers to the questions of our innovation round. Listen to the conversation to get the full scoop.* Most innovative use of AI to enhance human relationships: Using an AI agent to instantly and empathetically respond to negative online reviews to solve customer problems 24/7.* Best thing to integrate AI and human connection: Building AI tools that handle the heavy lifting, freeing up human time for more creative and fulfilling work.* Differentiate by leveraging AI: Create a legendary, high-touch onboarding experience using old-school methods like a handwritten note to stand out.ActionBecome obsessed with your dream customer's dream customer. When you think a level deeper and focus on helping them win, everybody wins.Reach OutYou can reach out and thank Matt on his website, getreviewsandleads.com. You can also grab the free Marketing Copy Architect tool he mentioned at getreviewsandleads.com/mca, or find him on various social media sites.Links:* Website - Get Reviews and Leads* LinkedIn* Facebook* X - @Matt_Stanley* Instagram - @getreviewsandleadsCool Things About Matt* His web security career was kick-started by a 7th-grade hacker. A pivotal moment in his career came when a seventh-grader hacked all the school district's websites where he worked. Driven by what he called professional and ethical anger, Matt walked into his boss's office and successfully campaigned to take over webmaster duties to fix the problem and ensure it never happened again.* He is a proud, unashamed "geek and nerd" of the original internet era. Matt enthusiastically self-identifies as a "geek and nerd" and takes pride in his long history with technology. He taught himself HTML in 1995 by reverse-engineering source code simply because he thought the internet was the "coolest thing" he had ever seen, long before it was a viable career path.* He recently moved his 13-year-old business back into a bedroom of his house. After more than a decade of commuting and paying for an external office, Matt realized the reasons for it were no longer relevant. He made the practical, human-scale decision to move the entire operation back home to gain more flexibility and reduce overhead, a very relatable move in today's world.Ready to move beyond just creating content and start creating real connection?In the Age of AI, the future belongs to those who can amplify human wisdom. Flywheel Nation is MORE than a community; it's a movement for creators and visionaries dedicated to shaping a more human future.Join us as we co-create that future for ethical AI. Here you will tap into the collective wisdom of leaders who prioritize connection over automation, find powerful collaborations that elevate your impact, and help illuminate the path forward.This is your invitation to not only grow your business but to become a lighthouse for others.Join the movement. Visit innovabiz.co/flywheel to be a part of the conversation.VideoThanks for reading Innovabiz Substack! This post is public so feel free to share it. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit innovabiz.substack.com/subscribe

What if one tool could organize your entire short-term rental business—and actually give you your time back? In this episode, we sit down with hospitality veteran turned systems expert Michael Dinwiddie to talk about the real-world challenges of managing short-term rentals and how the right systems can transform your operation from chaos to calm. Michael shares how he uses Notion as a “second brain” to streamline everything from SOPs to onboarding, and why even single-property hosts can benefit from getting organized early. The conversation dives into practical strategies for empowering virtual assistants, leveraging AI, and building a business that runs smoothly—even when you're not around. Whether you're just starting out or scaling up, this episode is packed with insights and inspiration to help you get out of the weeds and take control of your business.Things we discussed in this episode:The importance of systematizing short-term rental operations to reduce chaos and anxiety.Using Notion as a “second brain” to organize property information, SOPs, and tasks.The benefits of documenting processes for scalability and team empowerment.Leveraging Notion's AI features to summarize SOPs and answer operational questions.Onboarding and training new team members, including local operations managers and virtual assistants.The transition from handling everything personally to delegating guest communications and tasks.Building recurring task systems for proactive property maintenance.The value of empowering and trusting your team to deliver excellent service.Personal stories about business growth, work-life balance, and learning from experience.Michael Dinwiddie's journey in hospitality, business expansion, and creating training resources for others.Get in touch with Michael:Instagram - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cometogethere/⁠Facebook - ⁠https://www.facebook.com/togetherevacationrentals⁠Website - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://togetherevacationrentals.com/⁠#SmartStayShow #realestate #realestateinvestor #realestateagent #RealEstateInvesting #ShortTermRentals AirbnbHost #PropertyManagement #Notion #BusinessSystems #VacationRental #Automation #TeamBuilding #HospitalityIndustry #ProductivityHacksFollow Us!Join Jason Muth of Prideaway Stays and Straightforward Short-Term Rentals and Real Estate Attorney / Broker Rory Gill for the first episode of SmartStay Show!Following and subscribing to SmartStay Show not only ensures that you'll get instant updates whenever we release a new episode, but it also helps us reach more people who could benefit from the valuable content that we provide.SmartStay Show ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Prideaway Stays ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Straightforward Short-Term Rentals ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Attorney Rory Gill ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jason Muth on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Sponsors:• ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account• ◦ Marvin Windows and Doors• ◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Kendall Pouland:• ◦ https://www.buildbetterways.com/Connect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

#886 What if I told you that someone sharing vocabulary tips gets millions of email opens per month and makes seven figures? How about if I said someone's keto recipes for bodybuilders newsletter just earned them a new house in Malibu? Listen in on this session because a quiet email revolution is happening under the radar. Let's pull back the curtain on what's working in 2025! First, forget the tactics from five years ago. I aim to share the playbook you can use to turn a basic newsletter into a thriving business in today's online landscape. I'll discuss finding the best hyper-niche topic to focus on, repurposing your newsletter for big growth, pairing the right ad and monetization strategies, the top tools for the job, and more. Onboarding, engagement, and retention are also covered to help you build a long-term income stream around your passion. Enjoy! Show notes and more at SmartPassiveIncome.com/session886.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.