Podcasts about playbooks

Most studio owners dream of expansion—until they get punched in the face by reality. Because here's the truth: opening multiple studios isn't just copy-paste. It tests your leadership, your systems, and your sanity. In this episode, we're sitting down with multi-studio owners to break down the exact systems you need to scale successfully without burning out or blowing up your business. Here's what we're covering: -Why starting a second studio is nothing like opening your first (and the mistakes that nearly broke them) -The critical systems you MUST have in place before you even consider expanding -How documented playbooks are the key to freeing yourself from day-to-day operations -The onboarding system that ensures your culture scales with your business -Why hiring the right people for the right roles is a total game changer -The power of numbers: the metrics you need to track daily, weekly and monthly -How a dual converter sales system dramatically increased conversions while reducing stress on the team -Red flags that prove you're NOT ready to scale (and how to fix them) -The biggest personal lessons they learned while scaling—from burnout to leadership breakthroughs -How creating a Vivid Vision helps align your entire team towards your long-term goals -Why business is a skill you can learn—and the resources to help you do it … and a whole lot more Chapters: ⏳ [00:00] The Brutal Reality of Scaling Multi Studios ⏳ [02:26] The Hard Lessons from 1 to 2 Studios ⏳ [06:08] Scaling Fast: From 2 to 6 Studios ⏳ [10:00] What Broke First? The Messy Truth ⏳ [12:04] Systems vs. Chaos: The Power of Playbooks ⏳ [17:07] The 3 Must-Have Systems for Scaling ⏳ [23:03] Hiring & Onboarding to Protect Your Culture ⏳ [24:24] The Dual Converter Sales System Explained ⏳ [28:28] The Right People in the Right Seats ⏳ [31:14] The Red Flags That Mean You're Not Ready to Scale ⏳ [34:04] The Win-The-Week System for Growth ⏳ [41:12] Advice to Our Former Selves Before Scaling ⏳ [43:19] The Personal Growth Journey of Scaling ⏳ [52:11] The Next Level: Vision, Leadership & Legacy ⏳ [54:46] Final Takeaways & Homework for Growth Hope you enjoy! Want free resources? DM over on IG @hey.doza with ‘books' for my personal recommendations or ‘non-negotiables'. https://www.youtube.com/@GeronimoUnfiltered WANT MORE: To say thank you for listening to the pod we'd like to gift you a FREE session to brainstorm a 3 Step Action Plan for your gym or fitness studio so you know EXACTLY what step you need to take to grow. Book in yours: https://link.wingmancrm.com/widget/bookings/geronimo-3-step-action-plan Connect with us: Geronimo: https://www.instagram.com/thegeronimoacademy Doza: https://www.instagram.com/hey.doza

This episode is part of our Startup Playbooks Report -- unpacking the playbooks of 9 of Australia's fastest-growing startups and scale ups for the first time. Thanks to the report sponsors - Google Cloud, Vanta and Notion.In this conversation, we go deep into Heidi's global expansion journey: how they've grown from Australia into the US and UK, what's worked (and what hasn't), and the key lessons featured in the report that so many of you have found actionable.You''ll hear from CEO Tom Kelly, US lead Jesse Creighton, and UK lead Raghav Sharma, in conversation with our Founder/Host, Vidit Agarwal. Read the Playbooks Report here: http://playbooksreport.com/+++ To support this podcast, check out our some of our sponsors & get discounts:→ $1,000 off Vanta: Your compliance superpower — vanta.com/high→ Get up to 6 months of Notion's Business plan for free with Notion AI included (worth $12K): Go to - https://ntn.so/highflyers & click “Apply Now”If you're keen to discuss sponsorship and partnering with us or recommend future guests, email us at contact@curiositycentre.com today!  ***CLICK HERE to read show notes from this conversation. Please enjoy!***Follow us on Instagram, LinkedIn or TwitterGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our website to discuss sponsorship opportunities, recommend future guests or share feedback, we love hearing how to improve! Thank you for rating / reviewing this podcast on Apple Podcasts and Spotify, it helps others find us and convince guests to come on the show! ***The High Flyers Podcast is a "meticulously researched audio biography" that uncovers the untold stories of remarkable people and companies—redefining what it means to be a high flyer. Launched in 2020, it has ranked in the global top ten for past two years, with listeners in 27 countries and over 200 episodes released. A flagship product of the Curiosity Center, it has been featured in Forbes, Daily Telegraph, and at SXSW, offering raw, relatable insights from childhood to career, helping listeners become 1% better every day.200+ guests have joined Vidit Agarwal on the show from 15+ countries, including The CEO's of multi-billion dollar companies like Bunnings, Australia Post, Woolworths; Board Members at Macquarie Bank, ANZ, Reserve Bank; Former Prime Minister of Australia; Globally renowned tech leaders from Google, Microsoft, Xero; Successful Venture Capital and Family Office Investors; CIO's at the world's biggest superannuation funds; Leading Entertainers; Olympic Gold Medal Winning Athletes and interesting minds you wouldn't have heard of that are changing the world. Our parent company, Curiosity Center is your on-demand intelligence hub for knowledge, connections and growth to achieve your potential, everyday. Join 200,000+ Investors, Founders, Functional Leaders, CEOs and Emerging Leaders. Learn with the world's best and be 1% better everyday at https://curiositycentre.com***   

Folgenbeschreibung: In dieser Episode von „Rein ins Regal“werfen wir einen Blick darauf, wie Chatbots Vertriebs-Playbooks unterstützenund die Effizienz im Verkauf steigern können. Wir diskutieren, welche Vorteile der Einsatz von Künstlicher Intelligenz im Vertrieb bietet, und wie Unternehmenihre Strategien anpassen können, um von diesen Technologien zu profitieren.Erfahre mehr darüber, wie du dein Vertriebsteam mit einem intelligenten Chatbotstärken und deine Verkaufsprozesse optimieren kannst.Titel:Rein ins Regal! I S19E04 I Vertriebs-Playbooks aus dem Chatbot – Effizienzsteigerung durch Künstliche Intelligenz

Dave Burnett is the founder of AOK Marketing and author of From Bricks to Clicks. In this episode of Drop The Mic, Jason sits down with Dave to unpack how one massive SEO experiment—building 500 websites—turned a struggling promo business into a digital marketing powerhouse.From his dorm room startup days to landing major clients like Bacardi and Labatt, Dave shares the lessons learned through surviving the 2008 recession, scaling with smart SEO, and now embracing AI tools like ChatGPT, Midjourney, and Sora to drive real business results.Jason and Dave dive deep into:

Vertical SaaS customers don't buy software for 10 months, they buy it for 10 years. That's the opportunity and the challenge. Switching costs are high, which makes it hard to get in but once you're in, you're in.But regular SaaS playbooks don't work here. Forget PLG. Forget design partners. These industries have been burned too many times by bad software. Here, Trust defines GTM. Think warm introductions and on-site meetings, not cold emails and Zoom calls.But for founders building in vertical SaaS, there's little to learn from. So in this episode of The Neon Show, we bring together three founders who are building in the trenches of Vertical SaaS.Omkar Patil, Co-founder of Pienomial, helping biopharma companies run faster clinical research and unlock insights from complex drug data.Kumar Siddhartha, Co-founder of Merlin, rebuilding ERP from the ground up for the US construction industry.Divyaanshu Makkar, Co-founder of WizCommerce, modernising sales and commerce tools for wholesale distributors.If you're building SaaS for niche markets or wondering why traditional playbooks are failing, this episode is for you.0:00- Pienomial X WizCommerce X Merlin0:51 – What are we building in Vertical SaaS?4:29 – Vertical SaaS buyers are sticky by nature6:57 – How to build for industries used to Below-Par Tech?10:46 – Fix what your customer hated about the last vendor12:17 – Why these industries pay billions for implementation?13:38 – How we got our First customers?20:03 – Warm intros and word-of-mouth still win23:56 – Why Design Partners don't work in Vertical SaaS?27:17 – Why you should never sell your first product for free?30:29 – Can you Co-build products with early customers?34:33 – Building Your Own Platform Vs Building on Top of one39:33 – Building alongside Legacy players or innovating around them?44:31 – SaaS isn't going anywhere, AI will amplify it46:49 – Can AI agents really be reliable?48:42 – Which roles shouldn't be automated?52:16 – How to approach GTM where users guide you?54:43 – Why trust is everything here?58:54 – How to sell softwares used for 10 years?1:01:02 – How to win when the product demo comes last?1:03:16 – Why NOW for traditional industries with unsolved problems1:09:17 – Thoughts on agentic workflows1:13:02 – Why be Bearish on the “AI Employee Concept”?1:16:57 – Rapid Fire : Google or Perplexity?1:17:37 – LLMs: Open-source or Closed?1:18:19 – Favorite work software + We're hiring!1:19:42 – One business buzzword that should disappear1:20:55 – A Vertical SaaS company we admire (and why)-------------​​India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are thosSend us a text

In this episode, we continue our Service Best Practices series by tackling a critical step most businesses skip—mapping your core functions. When your business depends on what's in your head, chaos is just one sick day away. That's why documenting starts with clarity, not complexity.Inside this episode:- How to identify your core functions (and why most people get it wrong)- A simple test to uncover what's bottlenecking your team- A 15-minute mapping method that builds consistency without killing your time- A real-world case study of how one agency fixed onboarding chaos and won back their FridaysWhether you're building your first playbook or tightening what you already have, this episode gives you practical steps you can act on today.Read this or other Transcripts at https://tbe-transcripts.blogspot.comFor more business growth strategies, visit the Randy Bridges Consulting website at https://randybridgesconsulting.com.If you'd like to schedule a conversation to explore how we can support your business journey, feel free to grab some time on my calendar: https://calendly.com/randybridgesconsulting/virtual-coffee?back=1Music CreditsTrack Tribe: “Here It Comes” – Watch on YouTubeSpence: “Elevators Need Rock Too” – Watch on YouTubeAll music is copyright-free.

We're back. In the first episode of Season 2 of the FutureCraft Podcast, Ken Roden and Erin Mills dig into how AI is shifting the entire go-to-market motion. Not just content, but sales enablement, market strategy, and execution. They share how they're using tools like ChatGPT, Gamma, and structured research to build battle cards that actually move deals. They also break down what's working—and what's not—when it comes to driving adoption on lean teams. This episode covers practical ways AI can support speed and clarity without adding complexity. It closes with personal updates and an open call for listener ideas as the show evolves.   Unpacking the AI Toolbox Digital Focus Groups and AI-Assisted Research: Our hosts take us through an intricate process of leveraging AI-driven focus groups and deep research tools to gain valuable insights about customer behavior and preferences. The Power of Synthesis and Presentation Tools: With the help of platforms like Gamma, they illustrate how to transform comprehensive research into polished, actionable battle cards for sales teams, effectively bridging the gap from data gathering to strategic execution. 00:00 Introduction and Disclaimer 00:22 Welcome to Season Two 01:28 Hosts' Personal and Professional Updates 03:58 AI's Rapid Advancements 06:30 Deep Dive into AI Tools and Techniques 09:06 Building a Digital Focus Group 17:34 Leveraging Deep Research for Competitive Intelligence 25:31 Leveraging AI for Content Strategy 26:02 Impact of AI-Driven Traffic on User Engagement 27:20 Credibility and Organic Traffic in AI Models 28:21 Deep Research and Customization in AI 32:50 Creating Consumable Content with AI 34:16 Optimizing Competitive Analysis with AI Tools 40:00 Enhancing Presentation and Design with Gamma 47:49 Integrating AI Tools for Efficient Workflows 51:09 Season 2 Overview and Future Directions

Wenn du morgen eine PreSales-Organisation von Grund auf neu bauen müsstest, womit würdest du anfangen? Jan und Tim legen offen, welche Playbooks aus ihrer Sicht wirklich zählen. Vom Hiring über Onboarding bis zum Zusammenspiel mit dem Sales. Es geht weniger um Templates, sondern mehr um Haltung, Entscheidungslogik und gelebte Praxis. Warum ein Mission Statement vor dem ersten Recruiting-Schritt steht, wie man ein Buddy-Konzept sinnvoll nutzt und wieso die besten Prozesse oft aus den Bedürfnissen neuer Teammitglieder entstehen, wird genauso besprochen wie das Spannungsfeld zwischen Struktur und Flexibilität. Ohne Buzzwords, dafür viele konkrete Beispiele. Zur Episode 105: In 8 Schritten zur Glückseeligkeit - https://episodes.fm/1439875963/episode/YTM2NWQxN2Y4YzgxNGE4YjVlNjQ0YWIzOGVkMjcwOWU ----------

Neste episódio do Vamos de Vendas, exploramos uma abordagem cada vez mais estratégica nas operações B2B: o Revenue Enablement como motor de crescimento. Para essa conversa, recebemos Fayola Damaceno, sócia-diretora da Loboh Consultoria de Vendas, com mais de 17 anos de experiência transformando times comerciais em máquinas de conversão.

In this special episode, hosts Snigdha Sharma and Rahel Philipose are joined by Soumya Rajan, founder and CEO of Waterfield Advisors, India's largest multi-family office and wealth advisory firm. The conversation begins with a simple but important question: what does financial empowerment actually mean for women with wealth?Over her decades in the world of wealth management, Soumya began noticing a consistent blind spot—traditional financial systems weren't designed with women's realities in mind. Even wealth advisory firms, she found, were falling short. That led her to launch HERitage, a specialized arm within Waterfield, focused on serving the financial needs of women more intentionally and effectively.Soumya explains a framework she developed called T.O.U.C.H to outline how women tend to invest differently from men: they trade less, invest with clear goals, prioritize sustainability, and are more conscious and diversified in their approach. These patterns aren't just preferences, they reflect a fundamentally different way of thinking about money.The episode also draws on insights from Waterfield's Women of Wealth survey, which looked at the investment behaviors of over 100 high-net-worth Indian women. The findings challenge a lot of conventional thinking: women are deliberate and strategic investors, but they still face barriers when it comes to financial literacy, access, and decision-making power.Soumya also talks about how women in India are creating wealth—whether through inheritance, entrepreneurship, or leadership roles in corporate India—and how they're using that wealth not just for security, but for impact. The conversation touches on growing trends in philanthropy, interest in global markets, and the rise of “passion investments” in areas like art, wellness, and legacy building.Tune in Soumya recommends —TV Show: Lioness Book: The Outsiders Tell us what you thought of this episode. You can text us your feedback on WhatsApp at +918971108379. You can also write to us at podcast@the-ken.comDaybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

In this video, we walk why I am rebranding the podcast to Financial Playbooks and the mission behind the rebrand.What we cover:• Introducing the new format focused on solo episodes offering in-depth financial advice for high-earning millennials. - Topics include financial goals, cashflow management, business finances, tax planning, and investment strategies.Subscribe to stay updated on upcoming content and get personalized financial questions answered.=======================

Today is Memorial Day in the US, so pools are opening, school is starting to slow down or finish completely, and we are entering the abyss, I mean, beauty of the summer season.  Any time we move from one season to another, whether it's a season of life or a season on the calendar, it's good to pay attention to a couple of things so that we don't suddenly find ourselves in the middle of a new season without the tools we need to live in it the way we hope to. I'm going to share five quick things you can do before summer begins in order to enjoy your summer in an intentional, fun way. Helpful Companion Links Order my new book The PLAN or ask your library to consider carrying a copy. Learn more about The Playbooks or grab a Summer Playbook here The Summer Docket Summer Break Calendar from The Essential Calendar Sign up for the Latest Lazy Listens email. Grab a copy of my book The Lazy Genius Kitchen or The Lazy Genius Way! (Affiliate links) Download a transcript of this episode. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Want to know how billion-dollar brands approach inclusive marketing—from the inside out? In this episode, I take you behind the scenes with five standout brand leaders who are driving real impact through inclusive marketing. You'll hear highlights from interviews that reveal the unique strategies, decisions, and philosophies behind their success. Each leader shares how they've built inclusion into the core of their brand—and what that actually looks like in practice. I've always learned best by observing what others do—and this episode is packed with real-world examples and actionable takeaways you can apply to your own marketing. Whether you're leading a team or building your brand from scratch, you'll walk away with ideas and inspiration to make your marketing more inclusive and more effective.

If you want to write more persuasive copy, you need better insights from your research. But how do you get them? Sarah Levinger is my guest for the 448th episode of The Copywriter Club Podcast and we talked about research insights, trend spotting, how A.I. can distort your research analysis, and how to make your copy more persuasive. Click the play button below, or scroll down for a full transcript.   Stuff to check out: Sarah's Community Tether Insights The Copywriter Club Facebook Group The Copywriter Underground   Full Transcript: Rob Marsh: Can psychology help you capture and hold the attention of your readers… then sell more of your products to your customers? This is The Copywriter Club Podcast. On last week's episode of the podcast, we talked about buyer psychology and how to use it to sell your products and services. It's a great interview and I recommend you don't miss it. This week's episode is a kind of part 2 to that interview. In addition to specific persuasion techniques, today we're going to go deep on research and discovering insights that a good copywriter can build a sales argument. If you want to use the techniques we talked about last week, what we talk about in this interview will give you the baseline insights to make them so much more effective. My guest today is Sarah Levinger, founder of Tether, a research insights platform that helps uncover emotional, behavioral, and identity-driven insights so marketers can connect on a deeper, more human level with their customers. And she uses A.I. to augment the process. Sarah walks through the process and framework she created for finding the kinds of insights that resonates with customers. She categorizes comments and research data by emotion, which leads to a better set of avatars and marketing ideas based on emotion rather than taglines or words that get a little tired as prospects see them over and over in your ads and other marketing.  Then Sarah goes even deeper than feelings to uncover beliefs—she talks about why in this interview. I think you're going to like what she has to share about that. Sarah also mentioned something about A.I. that I hadn't considered before that kind of shifted the way I'm thinking about using tools like Claude and ChatGPT to analyze data. If you don't understand this change, if you use A.I. in your research or analysis process, your copy will probably not connect as well you expect. Before we get to my interview with Sarah, this episode is brought to you by The Copywriter Underground. If you haven't jumped in to see what the Underground includes, now is the time. It's guaranteed, which means you can join and if you don't find the resources you need to grow your business, just let us know and we'll refund your money. The Underground includes more than 70 different workshops—and accompanying playbooks to help you gain the skills and strategies you need to build your business. This week we're adding another expert workshop all about how to create the perfect for you copywriter website. If your website doesn't stand out or doesn't help you land clients, you'll definitely want to join us. The Playbooks make it easy to find quick solutions to the challenges you face in your business everything from finding clients, conducting sales calls, using A.I., building authority on LinkedIn or YouTube or Pinterest, and dozens of other workshops. You also get dozens of templates including a legal agreement you can use with your clients, monthly coaching, regular copy and funnel critiques, and more. You can learn more and join today by visiting thecopywriterclub.com/tcu.  And now, my interview with Sarah Levinger…       Thanks to Sarah for walking through her research and analysis process, how she uses—and doesn't use—A.I., and we can all get better at spotting changes in trends before they happen. If you're not already on Sarah's newsletter, you definitely should be.

Kids and screen time. Kids and phones. Kids and rotting brains because that's kind of what we're afraid of. But also a lot of things about what comes out of screens are great. It just all feels like too much sometimes but never goes away. Today, I'm sharing with you my personal take on kids and technology, why I think this is hard, and some ways I approach it, both philosophically and practically, that help me parent in a heavily technological world. Helpful Companion Links Order my new book The PLAN or ask your library to consider carrying a copy. Some related episodes you may find helpful: #210 - How to Lazy Genius Kids' Screen Time and #196 - How to Lazy Genius Adult Screen Time Learn more about The Playbooks or grab a Summer Playbook here Sign up for the Latest Lazy Listens email. Grab a copy of my book The Lazy Genius Kitchen or The Lazy Genius Way! (Affiliate links) Download a transcript of this episode. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In today's episode, Sarah shares a detailed Planner Peace submission (from a listener who listened to all 250 episodes of the BLP back catalog!) and provides a mini-review of Kendra Adachi's The Playbook, designed to be planner companions for each season, rather than planners themselves! Find The Playbook here: https://www.thelazygeniuscollective.com/merch/p/the-playbooks-bundle or here for a page by page overview: https://otterpine.com/the-playbooks/ Next, a listener with a new baby wonders whether it makes sense to carry her paper planner up and down the stairs vs make the switch to digital. Finally, this is Sarah's birthday week! If you'd like to celebrate, leave a review on your favorite podcast app, or preorder Best Laid Plans: A Simple System for Living a Life That You Love (available at major retailers - just search for Sarah Hart-Unger!). BLP Live is almost full - last chance if you'd like to plan 2026 with Sarah and Laura Vanderkam in person this November! Visit theshubox.com/blplive for details Episode Sponsors: PrepDish: Convenient meal plans, recipes, and shopping lists to reduce your weekly mental load! Visit ⁠⁠prepdish.com/plans⁠⁠ for your first 2 weeks, FREE Mint Mobile: Low-cost wireless phone service – a great way to save every single month! Learn more at ⁠⁠mintmobile.com/BLP⁠⁠ IXL: Tailored and effective online learning (my kids have used this for years as part of their school curriculum)! Best Laid Plans listeners can get an exclusive 20% off IXL membership when they sign up today at⁠⁠ IXL.com/PLANS⁠⁠. Green Chef: The best meal kit for eating well. Visit ⁠⁠greenchef.com/bestlaidfree⁠⁠ and use code bestlaidfree to get started with FREE salads for 2 months plus 50% off your first box. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bournemouth manager Andoni Iraola joins Gabby and Mark for an exclusive interview. Europe is in sight, in fact, they've had such a successful season that he and his players, like Dean Huijsen, are catching the eyes of Real Madrid! And that's no surprise: his Basque province has produced two other top 10 Premier League managers, Mikel Arteta and Unai Emery. Taking inspiration from cycling, NFL and basketball, Iraola has produced a team that have achieved a record points total two seasons in a row. So, what's in the Basque water? How's he using his love of other sports to take his team to new heights? And how much longer can this team stick together? Plus, Gabby and Mark laugh about Manchester United's plans for a BBQ instead of an open-top bus parade if they win the Europa League. We react to Rachael Blackmore, the first woman to win the Grand National, retiring from horse racing. And will Andy Murray stick with coaching after splitting from Novak Djokovic? Executive Producer: Adonis PratsidesProducer: Sophie PenneyVideo Producers: Sam TrudgillSocial Media Editor: Calum ScotlandGuest Booker: Matt HughesTom Hughes is Editor for The News Agents podcast networkVicky Etchells is the Commissioning Editor for GlobalYou can listen to this episode on Alexa - just say "Alexa, ask Global Player to play The Sports Agents".The Sports Agents have merch! You can buy yours now here!

When it comes to getting customers to buy more, it helps to have psychology working for you. So I invited buyer psychologist, Katelyn Bourgoin, to chat with me about the marketing tactics that truly make a difference when it comes to getting customer to open their wallets. This is a great discussion that covers insights like Jobs to Be Done, Trigger Events, and the deep psychology that engages customers and keeps them coming back for more. Click the play button below, or scroll down for a full transcript.   Stuff to check out: Katelyn's Newsletter Wallet Opening Words

What if the biggest risk to your business... is your mindset?Many of you know, I just returned from The Reinvention Summit in Dublin, what some are now calling the “Davos for Doers.”My guest this week is straight from Dublin, Aidan McCullen, a former international rugby player, global keynote speaker, and one of the masterminds behind the Reinvention Summit. Let me tell you, after hearing Aidan at the conference, I had to have him on this show to share his wisdom with all of you!From selling strawberries as a kid on the side of an Irish highway, to helping big brands navigate constant change, Aidan lives and breathes reinvention. He has insatiable curiosity. His frameworks are grounded by his love of literary classics and nature.We talked about:

If your team still comes to you with every question, drops the ball when you're away, or can't seem to “just get it right”… this episode is your wake-up call. Because here's the truth: You don't have a people problem—you have a process problem. In this episode, we're unpacking the most overlooked tool for buying back your time, building a business that runs without you, and hitting your next best month ever: Playbooks. Here's what we're covering: -Why even 7-figure studio owners get stuck in the “golden cage” -The difference between a system, a process, and a playbook (and why it matters) -The 4 North Star principles that make a playbook actually work -Why perfectionism is killing your scale—and what to do instead -The anatomy of a winning playbook (steal this structure!) -How to stop control-freaking and start coaching your team to win -The 5 playbooks every studio owner should create this month … and a whole lot more Chapters: ⏳ [00:00] Why You're Stuck in the “Golden Cage” (Even If You're at $1M+) ⏳ [03:00] Systems vs Processes vs Playbooks—Here's the Real Difference ⏳ [07:00] The Most Common Mistakes Studio Owners Make With Playbooks ⏳ [10:00] The Real Reason You Can't Finish Your Playbooks ⏳ [13:00] How One Studio Owner Unlocked Record Revenue With One Simple Shift ⏳ [17:00] Process Before the Person—What That Actually Means ⏳ [21:00] The 4 North Star Principles That Make Playbooks Work ⏳ [26:00] Anatomy of a Winning Playbook (Steal This Template) ⏳ [33:00] If You Think “It's Easier If I Just Do It”… Listen to This ⏳ [36:00] Why Most Teams Fail (And Why It's Not Their Fault) ⏳ [40:00] 5 Playbooks to Build in the Next 30 Days (Do These First) ⏳ [44:00] Your Homework: Start Small and Playbook the Gaps Hope you enjoy!

I'm sharing my favorite planning tool ever, something that doesn't start big or push perfection but instead honors your season, your energy, and what matters most today. If you've ever felt let down by traditional planners, this episode is for you. Helpful Companion Links Order my new book The PLAN or ask your library to consider carrying a copy. How to Bullet Journal: The Absolute Ultimate Guide Learn more about The Playbooks or grab a Summer Playbook here Here's a link to an Instagram Live where I talk about the Summer Playbook Sign up for the Latest Lazy Listens email. Grab a copy of my book The Lazy Genius Kitchen or The Lazy Genius Way! (Affiliate links) Download a transcript of this episode. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

#12WeeksToPeak #marketingautomation #growthmindset Chris Brisson is the founder of  Salesmsg  , and he returns to The CRM Sushi Podcast after 8 years to share what is working and what he sees as the future of SMS marketing, marketing automation, digital marketing, and how to grow sales in the age of AI.00:00 The Evolution of Sales Message02:49 Understanding SMS and iMessage Dynamics06:10 The Need for Specialized SMS Platforms08:52 Integrating SMS with CRM Systems12:09 The Importance of Two-Way Communication15:00 Engagement Strategies and Opt-In Rates18:04 Speed to Lead and Modern Communication Challenges24:44 Engaging Kids in Sales Activities25:39 Text Messaging in Business: The Lifecycle26:56 Capturing and Connecting with Leads28:52 The Shift to SMS in B2B Communication30:25 Integrating SMS with CRM Systems32:06 Utilizing Templates and Playbooks for SMS33:24 Multimedia Messaging Strategies35:25 Mobile Communication in Sales37:07 Best Practices for SMS Communication39:27 Tracking Engagement through Links40:15 Branding Challenges with Messaging42:07 Future Expectations and Closing RemarksNot for the mediocre majority: Learn how I get more done in a quarter than most achieve in a decade in 12 Weeks To Peak™ https://wesschaeffer.com/12wConnect with me:X -- https://X.com/saleswhispererInstagram -- https://instagram.com/saleswhispererLinkedIn -- http://www.linkedin.com/in/thesaleswhisperer/#12WeeksToPeak #marketingautomation #GrowthMindset

What's the difference between Quality by Design (QbD) and Design Controls—and why should you care if you're developing drug-device combination products?In this episode of Let's Combinate, Subhi Saadeh breaks down the key distinctions between QbD, used in pharmaceutical development, and design controls, the regulatory framework guiding medical device design. Learn how these two approaches tackle product realization, why they're not interchangeable, and how both are essential when building safe, effective, and compliant combination products.Whether you work in drug development, medical devices, or the space in between, this episode will help you:-Understand the regulatory foundations of QbD (ICH Q8) and design controls (FDA 21 CFR 820.30)-Learn the core tools and deliverables (like CQAs, QTPP, design verification & validation, and risk assessments)-See how each system addresses user needs, therapeutic effects, and process control-Apply both systems effectively in combination product developmentTimestamps:00:00 – Intro: Why Compare QbD and Design Controls?01:31 – Philosophical Differences: Process vs. Product Control03:10 – Practical Examples: Drugs vs. Devices05:13 – Origins and Frameworks: ICH Q8 and Design Controls Regulation06:46 – Deep Dive: What Are Design Controls? (Inputs, Outputs, DHF, V&V, Transfer)11:51 – What Is Quality by Design (QbD)? (QTPP, CQAs, Design Space, DOE)15:39 – Final Takeaways: How to Use Both in Combination ProductsSubhi Saadeh is a Quality Professional and host of Let's Combinate. With a background in Quality, Manufacturing Operations and R&D he's worked in Large Medical Device/Pharma organizations to support the development and launch of Hardware Devices, Disposable Devices, and Combination Products for Vaccines, Generics, and Biologics. Subhi serves currently as the International Committee Chair for the Combination Products Coalition(CPC) and as a member of ASTM Committee E55 and also served as a committee member on AAMI's Combination Products Committee.For questions, inquiries or suggestions please reach out at letscombinate.com or on the show's LinkedIn Page.------------------------ICH Q8, Q9, Q10, and Q12ISO 14971 Risk ManagementDifferences between usability engineering and clinical trialsThe role of control strategies and process monitoring in pharmaRelevant for:Regulatory affairs professionalsQuality engineers in pharma and medtechDrug/device development teamsAnyone preparing for combination product submissions or audits

Can copywriters who run a service business attract good clients using Facebook ads? The short answer is "yes". Facebook Ads Strategist, Tara Zirker, is my guest for this episode The Copywriter Club Podcast, and she explained that not only can they use FB ads to attract clients, they may be able to do it for as little as $10/a day... and that could attract dozens of leads—more than you would need to hit six figures. Want to know how to do it? Click the play button below, or scroll down for a full transcript.   Stuff to check out: Your Ad Kit (Tara's Newsletter) The Successful Ads Club The Copywriter Club Facebook Group The Copywriter Underground   Full Transcript: Rob Marsh: Do you think of Facebook ads as a tool for growing your copywriting business? If not, it might be time to update your thinking. This is The Copywriter Club Podcast. This is not the first time we've talked about Facebook ads on this podcast. I think I keep coming back to this topic because I see so much potential here—both for our own businesses and for our clients' products and services. This is the kind of strategic skill that helps set some copywriters apart from most others. When you understand the ins and outs of driving paid traffic to your offers, you become imenselly valuable as a writer. And if you use these skills for your own products and services, you could create an almost endless pipeline of customers ready to pay for your help. But, for some reason, Facebook ads feels difficult. You've probably heard the same stories that I have of a creator who turns on ads and steps away for the weekend, only to wake up Monday morning to bill for thousands of dollars and no leads to show for the ad spend. This is something you probably can't set it and forget it, at least as you're gettinng started. I wanted to understand more about using ads and the analytics we need to pay attention to when we start using them to maximize our experience. So I invited Facebook ad strategist and founder of the Successful Ads Club, Tara Zirker, to walk me through all of this. We talked about how to scale a business with ads on a tiny budget… like $10 a day… what metrics you need to watch, what to test and what you can not bother with and a lot more. I've been on Tara's list for quite a while and really appreciate her approach for running ads to your business… and yes, this works for service businesses like copywriters and content writers. Tara is about to tell us all how to do that in this interview. Before we get to my interview with Tara, this episode is brought to you by The Copywriter Underground. If you haven't jumped in to see what the Underground includes, now is the time. It's guaranteed, which means you can join and if you don't find the resources you need to grow your business, just let us know and we'll refund your money. But I doubt that will be your experience because The Underground includes more than 70 different workshops—and accompanying playbooks to help you gain the skills and strategies you need to build your business. The Playbooks make it easy to find quick solutions to the challenges you face in your business everything from finding clients, conducting sales calls, using A.I., building authority on LinkedIn or YouTube or Pinterest, and dozens of other workshops. You also get dozens of templates including a legal agreement you can use with your clients, monthly coaching, regular copy and funnel critiques, and more. You can learn more and join today by visiting thecopywriterclub.com/tcu.  And now, my interview with Tara Zirker… Tara, welcome to the podcast. I'm thrilled to have you here, as I was telling you, right before we hit record. But before we get into all of this stuff around Facebook, Facebook ads and your expertise, just tell me how you got to where you are. How did you become the expert in Facebook ads?  Tara Zirker: Thanks so much, Rob. I'm so happy to be here and talk to your community.

In this episode, we meet Robert Mandelbaum, Research Director at CBRE Hotels Research.  A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Our guest in this episode is David Hirschfeld, a seasoned software development expert with a physics background and a passion for helping startups succeed. From his experiences of both success and failure, David has crafted the Launch First methodology for rapidly progressing startups from idea to revenue generation. In his conversation with host Jürgen Strauss, David elaborates on the critical elements of startup success, the transformative power of AI, and the significance of detailed documentation for business growth. Key points discussed include:* Importance of Early Product Market Fit: David emphasizes testing the market with a simple prototype and obtaining early sales to validate the business concept.* Leveraging AI for Efficiency: He shares insights on using AI to drastically accelerate software development, highlighting its role as a transformative workplace companion.* Comprehensive Documentation for Success: David underscores the importance of detailed process documentation as a foundation for scalability and business value.This conversation is an enlightening journey through the essentials of startup success and innovation, illustrating how meticulous planning and cutting-edge technology can drive real-world impact.Listen to the podcast to find out more.Show Notes from this episode with David Hirschfeld, TekyzTurning Ideas into Reality with Speed and PrecisionWelcome to another enlightening episode of InnovaBuzz, where we delve into the minds of innovators who turn visionary ideas into tangible success. In this episode, Jürgen Strauss chats with David Hirschfeld, a software development expert and the founder of Tekyz Inc. David shares his insights on efficiently transforming concepts into cash flow, providing invaluable lessons for startups and established businesses alike. Let's uncover the key takeaways from their engaging conversation.The Launch First MindsetDavid Hirschfeld's "Launch First" methodology is about hitting the ground running. He emphasizes the importance of getting a feasible product into the market quickly to test its viability and refine it based on customer feedback. By launching early, startups can create a revenue stream that supports further development and reduces dependency on investor funding. This real-world testing is a litmus test for product-market fit and ensures that the solution addresses genuine customer needs, creating a sustainable business model from the onset.Learning from Failure and SuccessDavid's journey with Tekyz Inc. is filled with tales of both triumph and lessons learned from failures. He candidly shares how his previous ventures, one a success and the other a failure, shaped his understanding of what it takes to build a thriving business. His experience underscores the need for entrepreneurs to focus on the core problem their product solves rather than becoming enamored with their own vision. By prioritizing customer needs, startups can avoid common pitfalls and maintain a pathway to success, learning from the past to forge a brighter future.The Role of Playbooks in ScalingAt the heart of Tekyz Inc.'s operations is the concept of detailed playbooks. These are systematic, document-based workflows that capture the nuanced processes often held as tribal knowledge within a company. By documenting these workflows, companies can ensure consistent quality and scalability, regardless of personnel changes. This systematic approach not only enhances internal efficiencies but also increases the company's value by providing structured, repeatable processes that any new team member or potential acquirer can easily follow.Integrating AI for Business EfficiencyDavid explores the transformative role of AI in business, especially in software development and workflow automation. By leveraging AI, Tekyz Inc. has drastically accelerated its processes, cutting development times and enhancing precision. This integration allows businesses to handle intricate tasks with ease and speed, driving innovation further. David encourages entrepreneurs to embrace AI as a tool that not only streamlines operations but also opens up new avenues for creativity and efficiency, pushing the boundaries of what's possible.Bridging Project Management and CommunicationOne innovative project underway at Tekyz Inc. is automating communication and project management systems using AI. This aims to provide clients and internal teams with a seamless interface to manage projects, track progress, and resolve queries independently. By cultivating a direct relationship with the project management tool, users experience improved clarity and efficiency. This development highlights David's commitment to transforming traditional approaches and providing cutting-edge solutions tailored for today's dynamic business environments.Challenges Can Spark CreativityDavid's approach to innovation often stems from the challenges he encounters, either personally or within his team. He nurtures an environment where identifying and solving problems leads to the development of valuable new products. Encouraging this problem-solving mindset is crucial for fostering creativity and driving business growth. This method not only leads to practical innovations but also ensures that the solutions developed are rooted in real-world needs and applications, aligning closely with the market demands.Conclusion: Embrace Rapid InnovationDavid Hirschfeld's conversation with Jürgen Strauss is a masterclass in effectively navigating the startup landscape. His insights underscore the importance of adaptability, customer focus, and leveraging technology to remain competitive. By adopting a "Launch First" mindset and integrating AI, businesses can significantly reduce time to market and establish a strong market presence quickly. Embrace these lessons to reshape your business strategies and accelerate your path to success.Call to ActionReflect on your current business strategies. Are there areas where you could adopt a "Launch First" mindset? Explore how integrating AI into your workflow can streamline operations. Start documenting critical processes to create your own playbooks. Each step brings you closer to efficiently transforming ideas into reality. Implement these strategies today and observe the transformation they bring to your business journey.The Buzz - Our Innovation RoundHere are David's answers to the questions of our innovation round. Listen to the conversation to get the full scoop.* No. 1 thing to be more innovative – Learn how to talk to AI as if it's your best friend, because AI knows everything about everything.* Best thing for new ideas – Look at the problems you or your team are struggling with, step back, and consider if it's a discrete problem you can abstract and address.* Favourite resource – Use ChatGPT in its various forms, particularly the deep research tool, as your go-to app for information and assistance.* Keep project/client on track – Be meticulous about documenting every detail and maintain an iron grip on the project's details, ensuring everything is tracked accurately.* Differentiate – Show evidence of your exceptional work with the artifacts you create, displaying a high level of detail and transparency that sets you apart.ActionDavid encourages listeners to embrace AI as a companion in their daily lives. He suggests integrating AI to make your life easier, more enriched, and to enhance your access to information in a consumable manner.Reach OutYou can reach out and thank David by visiting his website. If you'd like to connect with him directly, you can also find him easily on LinkedIn, just include a note that you saw him on the podcast.Links:* Website - Tekyz* LinkedIn* Facebook* Twitter - @tekyzinc* Instagram - @tekyzincBooksCool Things About David* Physics Background: David started in physics before transitioning to software. It suggests a unique problem-solving approach rooted in fundamental principles.* Launch 1st Methodology: David turned a startup failure into a methodology for helping other startups succeed. It shows resilience, adaptability, and a commitment to learning from mistakes.* Woodworking, Golfing, and Drawing: David enjoys woodworking, golfing, and drawing leadership insights from raising four successful sons. It reveals a well-rounded individual with diverse interests and a knack for finding inspiration in unexpected places.Imagine being a part of a select community where you not only have access to our amazing podcast guests, but you also get a chance to transform your marketing and podcast into a growth engine with a human-centered, relationship-focused approach.That's exactly what you'll get when you join the Flywheel Nation Community.Tap into the collective wisdom of high-impact achievers, gain exclusive access to resources, and expand your network in our vibrant community.Experience accelerated growth, breakthrough insights, and powerful connections to elevate your business.ACT NOW – secure your spot and transform your journey today! Visit innovabiz.co/flywheel and get ready to experience the power of transformation.Video 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

"No tech stack, no playbook, no AI prompt is ever going to get you to that ultimate breakthrough that legacy status, that hockey-stick growth. It just won't. What gets you there is brand: your story, your why, and the emotional connection you build with your buyers. No one buys from you because you're great at executing a playbook. They buy because of who you are, what you stand for and ultimately, what you stand for for them.” Lindsay Tjepkema In this episode of Revenue Boost: A Marketing Podcast, titled, Your Brand Is Your Future: Scaling B2B Revenue Beyond Playbooks and Tech Stacks, host Kerry Curran sits down with brand strategist and three-time founder Lindsay Tjepkema to challenge the conventional wisdom dominating B2B go-to-market strategies. Amid the noise of AI, tech stacks, and templated playbooks, Lindsay makes a bold case: brand is the ultimate growth engine and the most overlooked. Together, Kerry and Lindsay unpack why so many B2B leaders are stuck in a cycle of sameness, chasing tools and frameworks while ignoring the emotional resonance that actually drives buyer decisions. Lindsay shares her BRAVE framework and explains how real, human brand storytelling creates clarity, trust, and long-term revenue impact. If you're tired of performance marketing that plateaus, or if your tech stack feels full but your pipeline doesn't this episode will show you why your brand is your future.

Building a simple business should be, well, simple. But it's not. So I invited business consultant Justin Wise to join me for this episode of The Copywriter Club Podcast to talk about all the complex ideas that go into building a simple business that supports you (and not the other way around). We covered a lot of ground from content creation to positioning to offers and more. Click the play button below, or scroll down for a full transcript.   Stuff to check out: Justin's Newsletter Bird by Bird by Anne Lamott The Copywriter Club Facebook Group The Copywriter Underground   Transcript: Rob Marsh: What does it take to create and run a truly simple copywriting business? We're going to talk about that today on The Copywriter Club Podcast. One of the many reasons that business owners fail at running their businesses is complexity—and by the way, this includes copywriters and content writers who own and run their own businesses too. We can serve so many kinds of clients and do so many kinds of work and even serve a bunch of different niches. And with all those options, we sometimes create a business that has lots of offers, and lots of messages to appeal to lots of different prospects. There are people who make that work, but this kind of complexity burns most of us out. So I invited business consultant and founder of Simple Business, Justin Wise, to talk about what we need to do to build a truly simple business that doesn't require 60 hours of work a week to keep running. We cover a lot of ideas or levers in this episode… dailish emails, simple offers, customer journeys, pricing, content creation, sharing content…it all comes down to how you talk about what you do and who you do it for… differently. Differentiation is one of those things that a lot of copywriters tend to struggle with. We do so many of the same things that seeing what makes you different is really hard, especially when we're sitting inside our own businesses. Someone once said, you can't read the label from inside the bottle. That's so true when applied to your copywriting business.  Figuring out the thing that makes you different from all of the other writers out there is critical. And if you can do it, you'll probably not struggle to connect with your ideal clients and land bigger, higher paying projects. Justin and I also talked about the pressure to be producing all the content, talking about all the things on all the platforms and how none of that leads to a simple business.  I think you'll like this discussion that Justin and I had so stick around. Before we get to my interview with Justin, this episode is brought to you by The Copywriter Underground. Unless you are hitting the 30 second skip button when you get to this point of the show, you are no doubt familiar with The Copywriter Underground. I talk about it every week. The Underground includes more than 70 different workshops—and accompanying playbooks to help you gain the skills and strategies you need to build your business. The Playbooks make it easy to find quick solutions to the challenges you face in your business everything from finding clients, conducting sales calls, using A.I., building authority on LinkedIn or YouTube or Pinterest, and dozens of other workshops. You also get dozens of templates including a legal agreement you can use with your clients, monthly coaching, regular copy and funnel critiques, and more. You can learn more by visiting thecopywriterclub.com/tcu. And now, my interview with Justin Wise… Justin, welcome to The Copywriter Club Podcast. I would love to start just by hearing your story and how you became basically an advisor to literally hundreds of companies that are trying to differentiate and simplify and find an audience and make money. So how did you get here? Justin Wise: Well, it's the standard career path that everybody takes, unemployed house painter to pastor to business owner. Rob Marsh: There you go,

Christina Morillo, Head of Information Security at the National Football League's New York Giants joins Ann on this week's episode of Afternoon Cyber Tea. Christina discusses the ins and outs of building a resilient cybersecurity strategy, the importance of entering organizations with curiosity—not checklists—and why listening is always her first step. Christina breaks down common cybersecurity misconceptions, shares how to move from strategy to implementation, discusses the importance of storytelling in governance and shares how she addresses burnout and mental health in her teams.  Resources:  View Christina Morillo on LinkedIn    View Ann Johnson on LinkedIn   Related Microsoft Podcasts:    Microsoft Threat Intelligence Podcast  The BlueHat Podcast   Uncovering Hidden Risks           Discover and follow other Microsoft podcasts at microsoft.com/podcasts      Afternoon Cyber Tea with Ann Johnson is produced by Microsoft and distributed as part of N2K media network.   

216 | Oster Special: Das sind die neuen Playbooks für Gründer und Investoren im Zeitalter von AIAndreas Goeldi ist Seriengründer, Partner des Venture Capital Funds B2Venture und Mr. Startups in der Schweiz. Außenreporter Samuel interviewt Andreas vor Ort in St. Gallen und gibt uns einen Einblick in das Ökosystem in der Schweiz.Sponsor dieser Ausgabe: Tidely. Schlechtes Liquiditätsmanagement killt Startups. Tidely hilft dir, immer zu wissen, wann du Geld brauchst. Geh auf Tidely.com für eine Produktdemo und 7-Tage gratis ausprobieren.Mehr Geschäftsideen? Meld dich an zum kostenlosen Newsletter: digitaleoptimisten.de/newsletterStartup Ressourcen von B2Ventures: ⁠https://resources.b2venture.vc/⁠Kapitel:(00:00) Intro(04:50) START Summit in St. Gallen(08:15) Andreas Goeldi stellt sich vor(10:45) Wie gesund ist das Startup Ökosystem Schweiz?(18:00) Wo sind wir im AI-Hype-Cycle? (21:00) Partner dieser Ausgabe: Tidely(22:30) Brauch es ein neues Playbook für Venture Capital in 2025?(31:00) Durch AI brauchen Startups ein neues Playbook: Marke, Audience und Geschwindigkeit(39:00) 5 Tipps, wie Startups erfolgreich werden. (57:50) Geschäftsidee von Andreas Goeldi: "All In Message Organisation"

Want your copy to stand out and get notice? Communication Specialist Sam Horn is my guest for the 443rd episode of The Copywriter Club Podcast. Sam talks about how to take "regular" ideas and make them "pop". If you want to get noticed by potential clients, or want to help your clients get noticed by their customers, this episode is for you. Click the play button below, or scroll down for a full transcript. Stuff to check out: Sam's LinkedIn Pop!: Create the Perfect Pitch, Title and Tagline for Anything by Sam Horn Tongue Fu by Sam Horn The Copywriter Club Facebook Group The Copywriter Underground Full Transcript: Rob Marsh: Want your copy to get noticed and remembered? There are a couple of simple tricks that will help you do that. This is The Copywriter Club Podcast. The ability to help your clients get noticed and remembered is one of the main things they pay you for. And to find clients in the first place, you need to be able to get prospects to notice and remember you. If you can't do this one thing… you really can't help them with anything else because they never engage with you. There are lots of psychological techniques that help people notice you… or help people remember you… or make people want to engage with you. So what are they? I asked communication specialist Sam Horn to walk through some of these techniques. Sam is the author of the book Pop: Create the Perfect Pitch, Title, and Tagline for Anything. She walked me through a bunch of the tricks she uses to coin new phrases so her readers raise their eyebrows. One of the things you'll notice as you listen is that Sam uses these techniques as she talks with me… you'll hear rhymes, juxtapositions, cliches, and patterns that demonstrate exactly what she is sharing as we talk. The ideas and insights we discuss go well beyond typical persuasion techniques like urgency and scarcity to create a more fun, human, and interesting connection between the ideas you write about and your audience. This is a different sort of interview… because Sam actually workshops an idea for a presentation I am planning on offering to listeners of this podcast. As she goes through the ideas I share with her, you'll notice she starts throwing out ideas and insights I might use when I'm ready to share my presentation. It demonstrates the insights she shares—especially her advice to show the shift as we communicate what we sell. Near the end of the interview, Sam walked me through the questions she asks as she starts writing a book—and she's written a bunch of them. If you're thinking of writing a book yourself, some of these questions may be useful for you. I think you'll like what Sam has to share. Before we get to my interview with Sam, this episode is brought to you by The Copywriter Underground. Unless you are hitting the 30 second skip button when you get to this point of the show, you are no doubt familiar with The Copywriter Underground. I talk about it every week. The Underground includes more than 70 different workshops—and accompanying playbooks to help you gain the skills and strategies you need to build your business. The Playbooks make it easy to find quick solutions to the challenges you face in your business everything from finding clients, conducting sales calls, using A.I., building authority on LinkedIn YouTube or Pinterest, and dozens of other workshops. You also get dozens of templates, including a legal agreement you can use with your clients, monthly coaching, regular copy and funnel critiques, and more. You can learn more by visiting thecopywriterclub.com/tcu. And now, my interview with Sam Horn… Sam, welcome to the copywriter club podcast. I would, I mean, I'm thrilled to have you here. You know, author of nine books, everything about language and communication. But before we get into all of that stuff. I would like to know how you got here. How did you become an author, speaker coach, I guess, an intrigue expert,

In this week's episode of The Above The Business Podcast, Bradley continues the series on building a business operating system by diving deep into the 12 playbooks that every business between $300K and $3M should have. If last week's episode laid the foundation for having a centralized “team headquarters,” this one frames up the actual structure that brings clarity and order to your operations.Bradley walks you through how these playbooks sit within four essential principles—Clarity, Alignment, Team, and Execution—and how each of them gives shape to your systems, documents, and processes. Whether you're using Google Drive, Dropbox, or a Microsoft shared folder, you'll learn how to organize everything into a practical, easy-to-use structure so that nothing falls through the cracks.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Autopilot Recruiting is a continuous recruiting service where you'll be assigned a recruiter that has been trained to recruit on your behalf every business day. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered.Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don't forget to visit club.capital and mention you heard about us on the Above The Business podcast!

Kevin Weil is the chief product officer at OpenAI, where he oversees the development of ChatGPT, enterprise products, and the OpenAI API. Prior to OpenAI, Kevin was head of product at Twitter, Instagram, and Planet, and was instrumental in the development of the Libra (later Novi) cryptocurrency project at Facebook.In this episode, you'll learn:1. How OpenAI structures its product teams and maintains agility while developing cutting-edge AI2. The power of model ensembles—using multiple specialized models together like a company of humans with different skills3. Why writing effective evals (AI evaluation tests) is becoming a critical skill for product managers4. The surprisingly enduring value of chat as an interface for AI, despite predictions of its obsolescence5. How “vibe coding” is changing how companies operate6. What OpenAI looks for when hiring product managers (hint: high agency and comfort with ambiguity)7. “Model maximalism” and why today's AI is the worst you'll ever use again8. Practical prompting techniques that improve AI interactions, including example-based prompting—Brought to you by:• Eppo—Run reliable, impactful experiments• Persona—A global leader in digital identity verification• OneSchema—Import CSV data 10x faster—Where to find Kevin Weil:• X: https://x.com/kevinweil• LinkedIn: https://www.linkedin.com/in/kevinweil/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Kevin's background(04:06) OpenAI's new image model(06:52) The role of chief product officer at OpenAI(10:18) His recruitment story and joining OpenAI(17:20) The importance of evals in AI(24:59) Shipping quickly and consistently(28:34) Product reviews and iterative deployment(39:35) Chat as an interface for AI(43:59) Collaboration between researchers and product teams(46:41) Hiring product managers at OpenAI(48:45) Embracing ambiguity in product management(51:41) The role of AI in product teams(53:21) Vibe coding and AI prototyping(55:55) The future of product teams and fine-tuned models(01:04:36) AI in education(01:06:42) Optimism and concerns about AI's future(01:16:37) Reflections on the Libra project(01:20:37) Lightning round and final thoughts—Referenced:• OpenAI: https://openai.com/• The AI-Generated Studio Ghibli Trend, Explained: https://www.forbes.com/sites/danidiplacido/2025/03/27/the-ai-generated-studio-ghibli-trend-explained/• Introducing 4o Image Generation: https://openai.com/index/introducing-4o-image-generation/• Waymo: https://waymo.com/• X: https://x.com• Facebook: https://www.facebook.com/• Instagram: https://www.instagram.com/• Planet: https://www.planet.com/• Sam Altman on X: https://x.com/sama• A conversation with OpenAI's CPO Kevin Weil, Anthropic's CPO Mike Krieger, and Sarah Guo: https://www.youtube.com/watch?v=IxkvVZua28k• OpenAI evals: https://github.com/openai/evals• Deep Research: https://openai.com/index/introducing-deep-research/• Ev Williams on X: https://x.com/ev• OpenAI API: https://platform.openai.com/docs/overview• Dwight Eisenhower quote: https://www.brainyquote.com/quotes/dwight_d_eisenhower_164720• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder & CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• StackBlitz: https://stackblitz.com/• Claude 3.5 Sonnet: https://www.anthropic.com/news/claude-3-5-sonnet• Anthropic: https://www.anthropic.com/• Four-minute mile: https://en.wikipedia.org/wiki/Four-minute_mile• Chad: https://chatgpt.com/g/g-3F100ZiIe-chad-open-a-i• Dario Amodei on LinkedIn: https://www.linkedin.com/in/dario-amodei-3934934/• Figma: https://www.figma.com/• Julia Villagra on LinkedIn: https://www.linkedin.com/in/juliavillagra/• Andrej Karpathy on X: https://x.com/karpathy• Silicon Valley CEO says ‘vibe coding' lets 10 engineers do the work of 100—here's how to use it: https://fortune.com/2025/03/26/silicon-valley-ceo-says-vibe-coding-lets-10-engineers-do-the-work-of-100-heres-how-to-use-it/• Cursor: https://www.cursor.com/• Windsurf: https://codeium.com/windsurf• GitHub Copilot: https://github.com/features/copilot• Patrick Srail on X: https://x.com/patricksrail• Khan Academy: https://www.khanacademy.org/• CK-12 Education: https://www.ck12.org/• Sora: https://openai.com/sora/• Sam Altman's post on X about creative writing: https://x.com/sama/status/1899535387435086115• Diem (formerly known as Libra): https://en.wikipedia.org/wiki/Diem_(digital_currency)• Novi: https://about.fb.com/news/2020/05/welcome-to-novi/• David Marcus on LinkedIn: https://www.linkedin.com/in/dmarcus/• Peter Zeihan on X: https://x.com/PeterZeihan• The Wheel of Time on Prime Video: https://www.amazon.com/Wheel-Time-Season-1/dp/B09F59CZ7R• Top Gun: Maverick on Prime Video: https://www.amazon.com/Top-Gun-Maverick-Joseph-Kosinski/dp/B0DM2LYL8G• Thinking like a gardener not a builder, organizing teams like slime mold, the adjacent possible, and other unconventional product advice | Alex Komoroske (Stripe, Google): https://www.lennysnewsletter.com/p/unconventional-product-advice-alex-komoroske• MySQL: https://www.mysql.com/—Recommended books:• Co-Intelligence: Living and Working with AI: https://www.amazon.com/Co-Intelligence-Living-Working-Ethan-Mollick/dp/059371671X• The Accidental Superpower: Ten Years On: https://www.amazon.com/Accidental-Superpower-Ten-Years/dp/1538767341• Cable Cowboy: https://www.amazon.com/Cable-Cowboy-Malone-Modern-Business/dp/047170637X—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

Hey everyone! This week on Life and Listings Podcast, we're diving into a game-changer for your real estate success: your database! I hear it all the time—"I don't have a sphere of influence!" But trust me, you do. In this episode, I'm breaking down exactly how to uncover and organize your contacts (from your phone, emails, even old address books!) into a solid database that can grow your business. Plus, I'll share some practical steps to build connections without feeling salesy—because relationships matter!   “We're going to start with a spreadsheet, and then we're going to start going through, what information am I missing on these people? Am I missing phone numbers? Am I missing emails? Whatever that is, then I'm going to start going through and I could start reaching out to some of these people, and this is a perfect way as a touch point to reach out”   Key Takeaways: You Already Have a Sphere of Influence (SOI) – Many agents think they don't have an SOI, but in reality, they do. Contacts are scattered across phones, emails, social media, and even old address books. Start by Organizing Your Existing Contacts – Gather contacts from various sources (phone, email, past invitations, etc.) into a spreadsheet before transferring them into a CRM. Segment and Update Information Thoughtfully – Don't immediately start cold messaging people. Instead, update missing details through natural touchpoints, like asking for updated addresses for holiday cards. Use Social Media and Playbooks for Growth – Your Facebook friends and local network can be a great source for your database. Plus, tools like the Sphere of Influence Playbook can help agents refine and expand their database effectively.   Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

In this episode of Modern Chiropractic Mastery, Dr. Kevin Christie welcomes Craig Huston, a seasoned business consultant, to discuss the vital role of playbooks in chiropractic practices.Huston shares insights from his extensive experience in various industries, emphasizing how playbooks can streamline operations, enhance employee onboarding, and ultimately increase a practice's value. He explains the difference between playbooks and standard operating procedures (SOPs), advocating for a more digestible approach that focuses on key tasks and processes.Listeners will discover practical strategies for creating effective playbooks, including utilizing technology for documentation and training. The conversation also touches on the importance of building a self-managing business that can thrive independently of its owner, preparing for unforeseen circumstances, and ensuring a solid exit strategy for the future.This episode is a must-listen for chiropractors looking to elevate their practice through structured systems and improved operational efficiency, all while fostering a culture of engagement and excellence.

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureInstitutional investors are pulling out of tech stocks, are they planning to bring down the market? Trump has been speaking out against NAFTA, WTO etc for over 40 years. Private investment has been pouring into the US. Elon gives us the direction, end the Fed. The [DS] playbook is not working on the people. When the people are awake and thinking logically the [DS] narratives do not work. This is why Trump needed the people awake. Elon is now exposing who got the kickbacks, expect the violence and attacks to intensify against Trump and Elon. Elon is now reporting that there is evidence of election fraud, he is now handing it over to DHS, is this why Trump has been mentioning a third term.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/KobeissiLetter/status/1906745808927519199   to Goldman Sachs. Meanwhile, hedge funds' net selling of US tech stocks has hit the second-highest level in 5 years. Selling was particularly focused on Semiconductor, Software, and Tech Hardware subsectors. Hedge funds are reducing exposure to tech. https://twitter.com/KanekoaTheGreat/status/1906423106182549593   Trump Says 'Couldn't Care Less' If Foreign Auto Makers Raise Prices Due To Tariffs President Donald Trump said on March 29 that he did not ask automotive CEOs to avoid raising prices in response to sweeping tariffs and that he “couldn't care less” if they do so on foreign-made cars. The Trump administration is poised to levy 25 percent tariffs on all foreign-made automobiles and components on April 2, with temporary exceptions given to companies that import vehicles or parts under the United States-Mexico-Canada Agreement (USMCA) until the government creates a process for applying those duties, according to the White House.   I couldn't care less if they raise prices, because people are going to start buying American-made cars,” he said. “I couldn't care less. I hope they raise their prices, because if they do, people are going to buy American-made cars. We have plenty.” The president emphasized that he wasn't concerned about car prices increasing. Source: zerohedge.com    https://twitter.com/MAGAVoice/status/1906766748482953268    https://twitter.com/america/status/1906520545547489431 TAKE. A. LISTEN Political/Rights https://twitter.com/SecRubio/status/1906684174020284784  safe, @POTUS designated the Tren de Aragua and MS-13 as Foreign Terrorist Organizations. These criminals will no longer terrorize our communities and citizens.  Once again, we extend our gratitude to @nayibbukele and the government of El Salvador for their unparalleled partnership in making our countries safe against transnational crime and terrorism. https://twitter.com/elonmusk/status/1906717838032744488   Director Patel's five biggest victories: Arrest of the top MS-13 leader in the United States, Henrry Josue Villatoro Santos. Arrest of three fugitives on the FBI's Top Ten Most Wanted list - that's almost a third of the list nailed at a stroke. A successful raid and arrest of 22 members of a drug trafficking operation run by suspected violent drug cartel members in Lubbock, Texas. Arrests of Tesla vandals and terrorist attackers. Disruption of a major cryptocurrency scheme reportedly laundering money to support Hamas. These are major wins, especially the first two.   There is still a lot to be done to restore the public's trust in the FBI. The previous administration did not place a high priority on law enforce...

Caitlin Wood, Chief Customer Officer at ZeroFox, joins hosts ⁠⁠Kristi Faltorusso⁠⁠, ⁠⁠Jon Johnson⁠⁠, and ⁠⁠Josh Schachter⁠⁠. They discuss the intricacies of customer success in the cybersecurity industry, along with her unique insights into the challenges and triumphs of leading a customer success organization—especially in the realm of cybersecurity, where the ROI often means that nothing happens.Tune in as Caitlin uncovers how she approaches customer experience, the evolution of customer engagement models, and the balance between AI integration and the indispensable human element in achieving customer success.Timestamps0:00 - Preview, BS & Intros4:08 - Learn about ZeroFOX5:10 - Challenges in Proving ROI in Cybersecurity7:45 - Customer Engagement and Service Model10:57 - Lead Pass Process and CSQLs15:10 - Complexity and Simplicity in Incentives18:10 - Efforts to Mature Models and Remove Friction22:35 - Adaptation of Playbooks25:51 - Attitude, Aptitude, and Experience in Hiring30:56 - Integrating AI for Internal Teams & Tasks___________________________

In this episode, Usman Sindhu and Ram Devanathan unpack the power of GenAI-driven automation, explaining how AI can analyze historical incidents, cluster issues, and recommend optimized resolution workflows. Learn how enterprises are using AI-powered Learning-Enhanced Automation Playbooks (LEAP) to accelerate self-healing IT at scale.See omnystudio.com/listener for privacy information.

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Silicon Valley's culture and the rapid rise of AI are reshaping leadership and business landscapes. In this episode of Seek Go Create, we welcome back Silicon Valley veteran, Netflix cofounder, and executive coach Jim Cook. With over thirty years of experience, Jim dives into the seismic shifts over the past five years, discussing the implications of AI, the evolution of leadership, and his insights on the intersection of technology and human curiosity. Whether you're a tech enthusiast, a leader seeking inspiration, or someone curious about the future of work, this conversation is a must-listen."Maturity isn't an age—it's the ability to take risks, stay curious, and not worry about what others think." - Jim Cook Access all show and episode resources HEREAbout Our Guest:Jim Cook is a seasoned Silicon Valley veteran and co-founder of Netflix, known for his strategic acumen in bridging the gap between vision and execution in tech startups. With over thirty years of experience, Jim has demonstrated exceptional leadership as a founder, CEO of BenchBoard Executive Coaching, and director of the Alliance of CEOs. His extensive background includes pivotal roles at Intuit, Mozilla Firefox, and other renowned organizations, making him a well-respected figure in tech leadership and innovation. Jim continues to share his wealth of knowledge through coaching, helping to mold the next generation of leaders. Reasons to Listen: Insights from a Silicon Valley Veteran: Discover the unique perspectives of Jim Cook, Netflix cofounder, as he shares lessons from over 30 years in tech and leadership innovation, with a special focus on the evolution of AI and its impact on the industry.Navigating Crisis and Opportunity: Learn how the dynamic landscape of Silicon Valley adapted during major events like COVID-19 and how it continues to innovate in response to global challenges, providing valuable lessons in resilience and adaptability.The Future of Leadership and Technology: Engage with the forward-thinking discussion on the integration of AI in business and government, and explore how curiosity, risk-taking, and maturity are crucial for future leaders in an ever-evolving digital world.Episode Resources & Action Steps:Resources Mentioned:Cook's PlayBooks on Substack: Jim Cook writes a series on leadership and scaling operations. A specific series mentioned is "Leading with Powerful Questions." This is a great resource for those interested in leadership development and effective questioning techniques.Jim Cook on Seek Go Create - Episode from January 27, 2020.Deep Research and Operator by OpenAI: These are AI tools mentioned by Jim Cook that can aid in research and automation tasks. They offer functionalities like conducting deep research on topics and automating repetitive browser tasks, which can significantly increase productivity.Action Steps:Stay Curious and Ask Questions: Jim Cook emphasizes the importance of curiosity and asking questions in both personal and professional growth. Listeners are encouraged to cultivate a mindset of curiosity and engage in continuous learning.Explore AI Tools: Experiment with AI tools like Deep Research and Operator to see how they can enhance productivity and efficiency in daily tasks or professional workflows....

Julian Teixeira is the Chief Revenue Officer at 1Password, where he has grown B2B revenue over 8x and scaled a team of more than 450 in go-to-market. 1Password set the record for the largest raise in Canadian history at the start of 2022 and has raised nearly $1B in capital throughout his time with the company. Prior to 1Password, Julian served as the head of global sales at Lightspeed Commerce, a company he helped scale from startup to IPO and through over 10 acquisitions throughout his decade-long tenure.  In Today's Episode We Discuss: 04:27 Sales Lessons from Scaling to $1BN in ARR 05:20 How to Create and Master a Sales Playbook 07:53 Lessons on First Sales Hires 09:41 Setting Goals and Targets for Sales Teams 13:22 The Reality of Tech Sales Today 16:19 Evaluating and Managing Sales Reps 19:07 Outbound Prospecting and Pipeline Generation 22:22 Hunter vs. Farmer Sales Models 24:15 Compensation and Specialization in Sales Teams 28:56 Outbound vs Inbound Sales 32:47 Pipeline and Deal Reviews 37:37 Sales Tech Stack and Tools 38:40 Maintaining Sales Morale 44:55 Are Remote Sales Teams Less Effective 46:44 Final Thoughts and Advice This episode is brought to you by Capchase, helping SaaS companies grow without dilution. Learn more at capchase.com/20vc  

You may have seen the news last week that the consumer confidence index fell by 7 points this month, marking the largest drop since August 2021. Translation? People are getting nervous about a recession. But here's the thing—you don't have to panic just because the economy is. Even if you're skeptical about the marco-economy, you can create confidence in your own micro-economy by taking the reins of your investments. So today, Nicole is showing you four asset allocation strategies designed to help you weather any financial environment. In other words: four recipes for a portfolio that provides growth in good economic times, and stability in tough economic times. Pre-order Nicole's upcoming book The Money School HERE! All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Treasury accounts offering 6 months T-Bills are offered by Jiko Securities, Inc.,member FINRA & SIPC. Securities in your account are protected up to $500,000. For details: www.sipc.org. Banking services and the Bank Accounts are provided by Jiko Bank, a division of Mid- Central National Bank. For U.S. Investments in T-bills: Not FDIC Insured; No Bank Guarantee; May Lose Value. Treasuries risk disclosures, see https://jiko.io/docs/treasuries_risk_disclosure.pdf. See public.com/#disclosures-main.

For a long time, post-sale teams haven't received the attention they deserve. Companies have historically prioritized revenue growth over revenue protection, relying on human-intensive Customer Success models to keep customers happy. But the landscape is shifting—companies are rethinking how they structure their Customer Success teams, when and how to introduce Account Managers, and whether automation and scaled CS models can truly replace the human touch.In this episode, we sit down with Mike Lemire, a seasoned Customer Success executive with experience at Toast, HubSpot, and Overjet, who now runs his own executive coaching firm, Harmonic Leadership. In our conversation, Mike shares his insights on how to build the right post-sale team for your business, what CS leaders can learn from marketing, and why customer success is all about aligning trigger points with action items.Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.Want to work with Sean? Reach out to him and the team at BeaconGTM to help with GTM execution at your company.Anyone interested in ordering The Revenue Operations Manual can go here and use the code REVOPS20 for 20% off (or buy from any of your preferred booksellers here)!

Jim Cook, Netflix co-founder, former CFO of Mozilla, early employee at Inuit, executive coach, and author of Substack Cook's Playbooks, returns to the podcast for the third time. In this episode, he breaks down the evolution of the role of CFOs from traditional scorekeepers to more strategic and operator roles, before looking ahead at what's to come. This episode is packed full of helpful advice about transparency, building trust, authenticity in your executive role, and why “fake it till you make it” is actually bad advice. Looking at the future of the CFO role, Jim explains why he believes there will be no need for both COO and CFO roles in an organization, the biggest mistake a CFO can make at this time, and how CFOs should be adapting in order to succeed in this next era.—SPONSORS:Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Brex makes it easy to control spend before it happens, automate annoying tasks, and optimize your finances. Find out how Brex can help you make every dollar count at brex.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. It doesn't just show you where the problems are—it helps you solve them. From spotting hidden optimization opportunities, like duplicative spend, to automating those painful procurement workflows, to giving you the best market data that turns every vendor negotiation in your favor. Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. Whether it's multi-element arrangements, subscription renewals, or complex usage-based contracts, RightRev takes care of it all. That means fewer spreadsheets, fewer errors, and more time for your team to focus on growth. For modern revenue recognition simplified, visit rightrev.com and schedule a demo.—FOLLOW US ON X:@cjgustafson222 (CJ)LINKS:Cook's Playbookswww.benchboard.comJim Cook on LinkedIn—TIMESTAMPS:(00:00) Preview and Intro(01:37) Sponsor – Planful | Brex | Vanta(05:49) CJ's Career Growth Since First Interviewing Jim(08:35) Making Finance Transparent(14:40) Sponsor – Tropic | RightRev(17:07) The Influence of Bill Campbell(18:57) How to Get to Trust Faster(20:32) Letting Your Freak Flag Fly in Your Executive Role(23:06) Is “Fake It Till You Make It” Bad Advice?(25:25) Why CFO Tenures Are Getting Longer(28:16) The Evolution of the CFO Role and Technological Capability(32:45) Scorekeeping and Actuals Don't Matter Anymore(34:38) The Era of the Strategic CFO(36:48) SaaS and the Operator CFO Era(41:09) Jim's Prediction on the Next Era: The CFO Architect(49:47) The Biggest Mistake We Could Make in This Era(51:48) The Era of, “I Need a COO and a CFO,” Is Over(55:41) Where a CFO Will Spend Most of Their Time in This Next Era Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Matthew Carnevale, Head of Community at Exit Five, introduces AI Playbooks, a new on-demand training program packed with expert-led tutorials and ready-to-use templates designed to help you drive better results with AI.No fluff, no theory—just real playbooks from 15 B2B marketers showing exactly how they use AI for ICP research, personalization at scale, cold email automation, marketing video creation, SEO, and more.If you're tired of the AI noise and want actionable tactics you can use immediately, this course is for you. Learn more and sign up at exitfive.com/ai-playbooks. Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***Today's episode brought to you by Navattic.B2B websites are filled with too much story, too much narrative these days. You visit a website and you have no idea what the product does and how it works. This is why Navattic has become a popular product for B2B Marketers. They help you build interactive demos so you can give buyers a real look at the product before they ever talk to sales.And guess what - it works. They found that companies using interactive demos with Navattic have seen up to a 25% lift in website conversion rates and a 10-20% increase in inbound leads. They just released their 2025 State of the Interactive Product Demo report, and it proves just how much more control B2B buyers want over the buying process. Buyers have more access to information than ever, and companies are finally catching up by making their product front and center.Their report breaks down the top-performing demos, why ungated demos drive higher engagement and the best use cases and strategies for making them work.So if you want to learn more about using product demos on your site, go check out Navattic's State of the Interactive Product Demo report now. ***Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.They give you unlimited podcast editing and strategy for your B2B podcast.Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.Visit hatch.fm to learn more

Today, I'm joined by Chris Howell, CEO of SPX. A global gym and wellness design firm, SPX has crafted over 100 innovative spaces across 14 countries for brands like Soho House, HUME, and Rumble Boxing. In this episode, we discuss elevated gym design, luxury hospitality, and custom equipment manufacturing.  We also cover: • Gym and wellness design trends • Integrating recovery into fitness spaces • Creating social hubs without sacrificing functionality Subscribe to the podcast → insider.fitt.co/podcast Subscribe to our newsletter → insider.fitt.co/subscribe Follow us on LinkedIn → linkedin.com/company/fittinsider SPX's Website: https://www.spxfit.com/  SPX's IG: https://www.instagram.com/spxgymdesign/    Chris' IG: https://www.instagram.com/chrishowell16/   Chris' LinkedIn: https://www.linkedin.com/in/chrishowell16/ - The Fitt Insider Podcast is brought to you by EGYM. Visit EGYM.com to learn more about its smart workout solutions for fitness and health facilities.  Fitt Talent: https://talent.fitt.co/ Consulting: https://consulting.fitt.co/ Investments: https://capital.fitt.co/ Chapters: (00:00) Introduction (01:27) Chris' Journey to SPX (05:39) Challenges in Gym Design (07:24) The Nine-Step Process for Gym Design (14:19) Trends in Fitness and Wellness Spaces (20:08) Consultancy and Playbooks for Success (23:02) Balancing Design and Functionality (25:26) Common Client Misconceptions (30:18) The Future of Wellness and Hospitality (35:17) Conclusion

Carlos Delatorre is one of the legendary go-to-market leaders of the last 20 years. Today, Carlos is the Chief Revenue Officer (CRO) at Harness, where he oversees global sales and go-to-market (GTM) operations. Before Harness, Carlos was the CRO @ MongoDB and Navan. Carlos is also an investor with a portfolio including the likes of Modern Treasury and Starburst to name a few.  In Today's Sales Masterclass We Discuss: 03:48 The Art and Science of Sales 04:42 How to Hire Sales Talent 06:26 How to Build a Sales Team 15:28 Why Every Sales Rep Should do Pipeline Generation  19:45 How the Best Reps to Pipeline Generation 21:34 Biggest challenges of Pipeline Generation 22:44 Pipeline Generation Success Stories 34:59 Sales Metrics and Conversion Rates 35:32 Customer Acquisition Strategies 37:17 Evaluating Sales Performance 39:14 Effective Sales Training 43:10 Pipeline Generation and Deal Reviews 45:05 Maintaining Sales Team Morale 46:20 Verticalized Sales Playbooks 48:37 Addressing SaaS Churn Rates 49:49 Discounting and Deal Slippage 52:02 Transitioning to CEO Role 54:15 Hiring Mistakes and Sales Rep Evolution 57:03 In-Person vs. Remote Sales Teams 57:55 Account Management Strategies 01:02:47 Creative Sales Tactics 01:04:12 Final Advice for Sales Leaders 01:04:46 Adapting Sales Strategies During Crisis    

We are a mere six weeks away from 2025 which is a Jetsons number, y'all. What does 2025 even mean?! It's the busiest time of the year for a lot of you, and this is the time where we feel the crunch. Let's do a little preemptive work today on making the rest of the year easier. Not completely easy! Not seamless! Not a machine! We're making it just a little bit easier. Helpful Companion Links Order my new book The PLAN or ask your library to consider carrying a copy. The Playbooks are here! Find out more about them here. Sign up for the Latest Lazy Listens email. Grab a copy of my book The Lazy Genius Kitchen or The Lazy Genius Way! (Affiliate links) Download a transcript of this episode. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Alright, let's huddle up. It's the middle of November. Now that Halloween is over and we're into the November swing, the avalanche of holiday stuff falls fast. The other thing that can sometimes happen this time of year is you start seeing ads for new planners. Most of us want a new one before the year is over so that we can start the new year fresh and ready to go, so planner-ordering energy is starting to wake up. I want you to remember that your planner is not magic. It is simply a tool to help you organize certain aspects of your life. The problem is that we often expect more from it than it has the capacity to give, so today, let's talk about the 7 things you shouldn't expect your planner to do. Helpful Companion Links Order my new book The PLAN or check to see if your library has a copy available for loan. The Playbooks are here! Find out more about them here. Sign up for the Latest Lazy Listens email. Grab a copy of my book The Lazy Genius Kitchen or The Lazy Genius Way! (Affiliate links) Download a transcript of this episode. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices