Podcasts about Sop

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Latest podcast episodes about Sop

Screw It, We're Just Gonna Talk About Spider-Man

EPISODE 363 - The Milksops go over Mind MGMT #6! This is the end of the first arc. It could have been a satisfying ending to the whole story, but we are glad the series continued. In Loose Screws we discuss the comic Wilds End and the movie National Treasure.  ------- Sop-scribe to support the show and for bonus episodes at https://www.screwitpodcasts.com/ There's link to our free Discord there too! Email us at screwitcomics@gmail.com

Mojo: The Meaning of Life & Business
How to Build Business Systems That Help You Scale with Adi Klevit

Mojo: The Meaning of Life & Business

Play Episode Listen Later Jul 21, 2026 35:08


Growing a business requires more than the right technology. It requires business systems that make important work repeatable, consistent, and easier to scale.In this episode of MOJO: The Meaning of Life and Business, Jennifer R. Glass speaks with Adi Klevit, founder of Business Success Consulting Group and host of the Systems Simplified podcast, about how processes and standard operating procedures, or SOPs, help businesses operate more effectively.Jennifer and Adi explore the difference between a business process, an SOP, and the technology used to support them. They discuss why buying a new software platform does not automatically solve an underlying process problem and why businesses need to understand what they are trying to accomplish before adding another tool to their technology stack.The conversation also looks at one of the biggest risks facing growing businesses: important knowledge that exists only in one person's head. From employee onboarding and customer service to sales, payroll, marketing, and inventory, documenting repeatable processes can create greater consistency and make delegation easier.You'll also hear practical advice about deciding which processes to document first, keeping systems updated as the business changes, improving adoption across a team, and making sure industry terminology and acronyms are clearly understood.Whether you're starting a business or managing a fast-growing company, this episode will help you think differently about the systems behind your business and what needs to be in place before you can truly scale.Key takeaways:A system is bigger than software. Technology can execute or automate part of a process, but the underlying business process needs to be understood first.A process and an SOP are related but different. The process maps how work moves from point A to point B. The SOP explains how the work is executed step by step.Document what is repeatable. If something happens regularly, it may be a candidate for systematization.Protect institutional knowledge. A business becomes vulnerable when essential knowledge resides only in one employee's head.Systems support delegation. Documented processes make it easier to train people and move work away from the owner.Systems must stay alive. Documentation should be reviewed and improved rather than created once and forgotten.Technology needs a purpose. Before adding another platform, determine what role it plays in the larger business process. About my guest: Adi Klevit is the leader and visionary behind Business Success Consulting Group. With thirty years of experience as a trained Industrial Engineer and management consultant, she brings a unique understanding of the challenges businesses face today. Adi utilizes her practical know-how to help organizations of any size dramatically improve their efficiency and performance. By leveraging her ability to understand both business processes and people, she helps business owners bring order to their lives and achieve their goals. She is also the host of the Systems Simplified podcast, where she interviews successful entrepreneurs about the power of systematizing a business.Connect with Adi:Website | LinkedInSystems Simplified Podcast

UBC News World
Hyatt Clearwater Beach Implements AC Cleaning SOP for 18% Energy Savings

UBC News World

Play Episode Listen Later Jul 20, 2026 2:24


AC Bio Clean's new case study shows how Hyatt Regency Clearwater Beach achieved 18% energy savings with a simple probiotic AC coil cleaning SOP. Uniquely designed for hotel engineers and GMs, it demonstrates an easy way to overcome challenges with zero downtime and strong ROI. AC Bio Clean City: Miami Address: 1101 Brickell Ave South Website: https://www.acbioclean.com Phone: +1-305-422-1811 Email: info@acbioclean.com

Welcome to TheInquisitor Podcast
The Founder's Discipline: How Keith Gillispie Systemised a Business That Runs Without Him

Welcome to TheInquisitor Podcast

Play Episode Listen Later Jul 17, 2026 58:36


There is no shortage of founders who have read Principles or Traction. Far fewer have built their business around what those books teach, week after week, when it is inconvenient to do so. In this episode, Marcus Cauchi speaks with Keith Gillispie, founder of REI Automated, about the discipline of turning ideas into working systems, and why that discipline is harder than the ideas themselves. Why this conversation matters Most conversations about business systems focus on tools. This one focuses on behaviour. Keith didn't just read about principles, operating systems and delegation frameworks. He applied them, tested them, and kept refining them long after the novelty wore off. For founders who are drowning in advice but starved of consistent execution, this episode offers something more useful than another framework: a working model of what it actually looks like to follow through. Major discussion points Discipline over information. Keith names two books that fundamentally shaped his business: Principles by Ray Dalio and Traction by Gino Wickman. What sets his account apart is not the reading list but what he did with it: he built explicit, testable principles into daily operations, and adopted Wickman's Entrepreneur Operating System (EOS) as the structural backbone of how his business runs. Writing and testing SOPs. Keith's method for creating a standard operating procedure is deliberately unglamorous. Do the task. Write down exactly what you did. Follow your own instructions the next time and notice everything you missed. Repeat this three to seven times until the gaps close, then record a video walking through the process. Only then does a task become fit to hand to another person, or to an AI agent. Where AI should not go. Keith runs a company that sells agentic AI voice agents for real estate sellers, so he has a commercial incentive to promote automation. He was candid about its limits. When he tested his own AI on a negotiation for his own property, reaching the point where the AI pressed him on price, he found the experience uncomfortable. His conclusion: AI handles information well, but emotional, high-stakes conversations still need a human. Hiring as a discipline, not an event. REI Automated filters candidates roughly one hundred to one. Keith uses the GWC framework from Traction (get it, want it, capacity for it) to decide not just who to hire, but who to keep, and applies a consistent SOP-based interview and onboarding process across every role. Cadence over intensity. Rather than reviewing performance monthly, Keith's team submits short daily and weekly reports, which are read and responded to using Claude, and quarterly goals ("rocks") drawn from EOS. He argues that weekly management gives a business fifty opportunities a year to course-correct, against twelve for a business run monthly. The absence test. Keith takes one week off every month with no calls, texts or Slack messages. During a recent house move that disrupted his usual routine for roughly a month, revenue held within a thousand dollars of the prior month. He was candid that the business currently sustains itself well in his absence, though he is less certain it grows without him. AI as a thought partner, not a shortcut. Keith's team members are expected to bring Claude fully into their process, including drafting their own SOPs when Keith does not have time to write one himself. He was clear this only works because the AI has deep context on the business and because his people bring genuine critical thinking to the exchange, rather than treating it as a way to avoid thinking. A moment of disagreement. Marcus challenged Keith's use of performance improvement plans, arguing that everyone should effectively be on one from day one, and that needing to formalise one is often a sign management has let something slide. Keith pushed back, drawing a distinction between personal development and performance accountability, and defended his position with a clear rationale. Practical takeaways Before automating or delegating any task, do it yourself first and write the SOP from direct experience. Follow your own SOP repeatedly until you have found and closed the gaps, then record it on video. Review your business weekly, not monthly. You get roughly four times as many chances to correct course. Keep team communication in shared channels rather than direct messages, so ideas get scrutinised by more than one person. Test whether your business can run without you before you assume it can. Use AI to draft and challenge your thinking, not simply to execute tasks you have not fully worked out yourself. Memorable quotes "Sometimes in order to be helpful, you have to say the hard thing." "When we're dealing with information, AI is fine. When we're dealing with emotion, that needs a human touch." "You always have to take away before you can add." Books and resources mentioned Principles by Ray Dalio Traction by Gino Wickman Essentialism by Greg McKeown The Obstacle Is the Way by Ryan Holiday The 7 Habits of Highly Effective People by Stephen Covey Guest biography Keith Gillispie is the founder and CEO of REI Automated, which provides education, software and coaching to real estate investors on building automated, systemised businesses. He spent eight years on active duty with the US Marine Corps, during which he began investing in real estate and developed the systems-first approach that now underpins his companies. Subscribe If this conversation was useful, subscribe to TheInquisitor Podcast for more conversations that challenge conventional thinking on selling, leadership and building businesses that last.

PEBMED - Notícias médicas
Radar Médico – SOP agora é SOMP: o que muda?

PEBMED - Notícias médicas

Play Episode Listen Later Jul 17, 2026 7:03


No episódio de hoje do Radar Médico, Juliane B. Braziliano, endocrinologista e editora médica de Endocrinologia do Portal Afya, explica a recente mudança de nomenclatura da Síndrome dos Ovários Policísticos (SOP), que passa a se chamar Síndrome Ovariana Metabólica Poliendócrina (SOMP).A atualização resulta de um consenso global publicado pelo The Lancet e busca refletir melhor o caráter multissistêmico da doença, destacando seus aspectos metabólicos, endocrinológicos, reprodutivos e psicológicos. O episódio revisa os critérios diagnósticos, os motivos para a mudança e como será a implementação da nova terminologia na prática clínica e na pesquisa. Tópicos abordados:Por que a SOP passou a se chamar SOMPCritérios diagnósticos em adultas e adolescentesManifestações metabólicas, reprodutivas e endocrinológicas da síndromeComo ocorreu o consenso global para a mudança de nomeEstratégia de implementação da nova nomenclaturaImpactos da mudança para a prática clínica, pesquisa e educação médicaDê o play e atualize sua prática clínica.

Idea to Startup
The Daniel Tiger SOP - How to Regularly Do Hard Things (ITS Classic)

Idea to Startup

Play Episode Listen Later Jul 16, 2026 18:31


Today, we'll talk about my favorite item from the Always Work List from a few weeks back - the Daniel Tiger SOP. Entrepreneurship requires you to do uncomfortable stuff constantly. This gets overwhelming and leads to founders sticking with the well-worn, safe path. That leads to startups with no differentiator and no reason to exist. The Daniel Tiger SOP helps you turn intimidating tasks into manageable ones. It lets you travel a unique road, which leads to a unique product. It's as good a technique as I've found.  Tacklebox Always Work and Never Work Lists Pod Email team@gettacklebox.com with sub “always work never work” to get the lists An SOP for Testing a Startup Idea Daniel Tiger Song Nate Bargatze Dumb Brain Timestamps 00:35 Intro - Always Work and Never Work Lists 02:55 The Most Useful Item from the Always Work List 03:55 What Makes People Happy06:15 Smooth Jazz 06:45 You'll Never Sprint Again 08:12 Repetitive SOPs and Uncomfortable SOPs 09:30 The Daniel Tiger SOP 11:13 Email Scam Detector Startup 16:30 The End: Our Brains Are Dumb

B Shifter
Strategic Decision Making & Blue Card (Permission To Kick A** With A Plan)

B Shifter

Play Episode Listen Later Jul 16, 2026 58:44 Transcription Available


Send us Fan MailWe sit down with Worcester Fire's (and Blue Card lead Instructor) Gary Fleischer, plus Blue Card lead instructors Eric Phillips and Chris Stewart, to unpack how strategic decision-making and critical thinking make Blue Card work on real calls. We connect the “why” to NIOSH lessons, legal risk, and the day-to-day habits that help crews put water on the fire faster and go home safe. • Worcester's repeated NIOSH recommendations shaping a clear why for change • Rolling Blue Card out with chief-level support and SOP alignment • Why the rank and file needs the full picture, not just the mechanics • How the strategic decision-making model becomes trainable and repeatable • A real Worcester working fire story that validates the system • Sustaining the command system through daily use and refreshers • Integrating command, radio traffic, and critical factors into any drill • Avoiding training scars by finishing evolutions through the full problem • Measuring outcomes that matter, including faster water and better search • Keeping hard chargers aggressive while staying coordinated and accountable • Leadership that stops bad things from happening, even when unpopular Check out the B Shifter Podcast with Worcester Fire Chief Martin Dyer here: https://www.buzzsprout.com/1785403/episodes/18879949Check out Ed Hartin's 10 Minute Command Training here: https://bshifter.com/10-minute-training-first-due-at-a-structural-collapse-with-trapped-victims-whats-your-plan/Order the 3rd Edition of Fire Command here: https://bshifter.myshopify.com/products/new-fire-command-3rd-editionFor Waldorf University Blue Card credit and discounts: https://www.waldorf.edu/blue-card/For free command and leadership support, check out bshifter.comSign up for the B Shifter Buckslip, our free weekly newsletter here: https://lp.constantcontactpages.com/su/fmgs92N/BuckslipShop B Shifter here: https://bshifter.myshopify.comShare this podcast with your friends, and don't forget to like and subscribe!Thank you for listening! 

Screw It, We're Just Gonna Talk About Spider-Man

EPISODE 362 - The Milksops go over Mind MGMT #5! We learn more about Henry Lyme!  In Loose Screws we discuss how Will gave up on Alan Moore's novel The Great When and Kevin discusses his love for the new seasons of the TV Show The Adventures of Superman. ------- Sop-scribe to support the show and for bonus episodes at https://www.screwitpodcasts.com/ There's link to our free Discord there too! Email us at screwitcomics@gmail.com

The Successful Bookkeeper Podcast
EP540: Amanda McKinney - Do It More Than 3 Times: Build Systems That Free Your Brainpower

The Successful Bookkeeper Podcast

Play Episode Listen Later Jul 14, 2026 39:24


See what the team at The Successful Bookkeeper has on right now → Amanda McKinney is back, and this conversation picks up right where the field is most uncomfortable: the place where your own capability quietly becomes the ceiling on your growth. If you've ever thought "it's faster if I just do it myself," this episode was made for you. Amanda brings her accountability coaching lens to the real-world pressures bookkeepers face — the revolving door of client work, the resistance to delegation, and the habits that quietly drain capacity before burnout ever arrives. Chapters [00:00] The 3-Times System Rule [01:18] Welcome and Guest Introduction [03:30] Amanda's Journey Since 2023 [08:30] Working With Teams Long-Term [13:00] When Capability Becomes an Obstacle [17:00] Warning Signs of Unsustainable Pace [21:00] The Case for Hobbies [25:00] Building Systems to Delegate [29:00] SOPs in Practice: Quarterly Taxes [32:30] Amanda's Podcast Pause The Highly Capable Trap Being good at your work is a genuine asset — right up until it isn't. Amanda explains that capability creates capacity, and capacity gets filled. "The problem with being capable is that it opens up more capacity. And when you have more capacity, you get more work. Either it's given to you or you give it to yourself." For bookkeepers, where the work never truly stops, this cycle can accelerate fast. Recognizing the pattern is the first step out of it. Warning Signs Worth Watching Amanda walks through the early signals that something needs to change — before burnout forces the issue. Physical heaviness when someone asks how you're doing, or the moment you realize your only answer to "what do you do for fun?" is your work. She shared that in 2024, that was her own reality. "I realized, oh my gosh, I have no hobbies. I don't have anything that I do just for fun." Intentionally adding even 15 minutes of something non-work-related a week can start shifting that. The 3-Times Rule for Systems This is the practical core of the episode. Amanda's rule of thumb: if you do something more than 3 times, it needs a system. She uses invoicing as a quick gut-check — if you can't describe your process fast, you're spending unnecessary brainpower every single time. The fix is straightforward: the next time you do that task, record yourself walking through it using a screen recorder like Loom or Neato (free). That recording becomes your SOP, and that SOP becomes your delegation tool. She applied this to her own quarterly tax payments: "I did it in like 15 minutes. Whereas that would have taken me an hour or two if I didn't have those steps written out." Delegation Without the Dread Most bookkeepers resist handing work off because training someone else feels slower than doing it themselves. Amanda reframes this: a documented system removes most of that training burden. The SOP does the heavy lifting, and the person you're delegating to — whether human or software — gets a clear path to follow your standards. As Michael put it during the conversation, "SOPs are the pathway to profitability." Sustainable Growth Requires a Pause Amanda recently did something that surprised her own audience: she intentionally paused her podcast after eight straight years of weekly content. The flood of concerned emails she received made her realize how rarely people pause before something forces them to. The message for bookkeepers is the same — growth that lasts has to be built on something sustainable. Waiting for a crisis to rest isn't a strategy. "You don't have to be burnt out before you make a decision to change something." Links Mentioned Loom — screen and voice recording tool for creating SOPs Neeto — free alternative screen recording tool (used by The Successful Bookkeeper team) purebookkeeping.com — episode sponsor; system to grow your bookkeeping business thesuccessfulbookkeeper.com — show resources and guest info Accountable podcast by Amanda McKinney (300+ episodes available; currently on intentional pause) About the Guest Amanda McKinney is an accountability coach, speaker, and the host of the Accountable podcast (formerly The Unapologetic Entrepreneur). She works primarily with driven entrepreneurs and leadership teams to help them follow through on goals that keep getting pushed to the back burner — without burning out in the process. She has been coaching since 2017 and now leads engagements ranging from 90-day individual programs to 9–12 month team partnerships. You can find her through her podcast archive of 300+ episodes or by reaching out directly through her website. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth
Molly Rose Speed: Why Your Virtual Assistant Is Failing You & The Fix That Changes Everything (#559)

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth

Play Episode Listen Later Jul 14, 2026 51:45 Transcription Available


Send us Fan Mail“Trust yourself knowing that you're capable of more.”-Molly Rose SpeedExclusive Insights from This Week's EpisodesFounder freedom disappears when delegation is scattered. Molly Rose Speed reveals how unclear systems, weak onboarding, and the wrong VA fit create hidden growth drag.Episode Highlights00:08:00 Why founders lose freedom by keeping their hands in every cookie jar00:10:00 The interview questions that reveal whether a VA understands business00:12:00 Why scattered delegation sets even great assistants up to fail00:14:00 How AI changes the assistant role without replacing human judgment00:25:00 The hidden cost of saying it is faster if I do it myself00:28:00 Why a 30, 60, 90-day onboarding rhythm changes the relationship00:37:00 The SOP mistake that lets knowledge walk out the doorFull show notes, transcript, and resources for this episode:https://podcast.deepwealth.com/559The Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

The Life Coach for Working Moms Podcast
117 - 4 Ways to Actually Do the Thing You Keep Saying You'll Do

The Life Coach for Working Moms Podcast

Play Episode Listen Later Jul 14, 2026 16:25


In this episode, I'm digging into why we say we need to do something more than we actually do it, and what that gap is quietly costing us. Because every time you say, "I should really do that" and then don't, you're eroding trust with yourself.   It's the same reason your kid raises an eyebrow when you tell them to get off their phone while you're scrolling yours. What we DO speaks so much louder than what we SAY, including to ourselves.   I'm walking through the exact four options I give myself and my clients anytime something is sitting on the "I need to do that" list and going nowhere — whether that's the donation pile, your pelvic floor exercises, that SOP document, or the permission slip deadline. No more vague guilt. Just a clear decision tree so you can stop saying it and start doing it.   If you're a working mom who's tired of watching your to-do list grow while your follow-through stays flat, this is for you.   ==========================  

大愛網路電台
【真心看世界】善念同行 愛滿人間0713

大愛網路電台

Play Episode Listen Later Jul 13, 2026 60:02


一、【20260710人間菩提】 慈濟六十「改變」系列人物報導,胡湘媞師姊的先生20多年前車禍意外往生,志工助念的因緣,讓她在扶養三個孩子的過程,有了依靠。現在三個孩子品學兼優,都讀到了碩士,也發願要持續在菩薩道上精進,莫忘初衷。 佛法就是覺悟之道,大家發了菩薩心,共行菩提大道。慈濟六十年了,人人發心付出無所求,還要說感恩,無論是所接觸到的人、事、物,都是很令人感恩。感恩有大家一起共行好事,廣度眾生。一個人無法廣度,要多人一起走這條路。 這個時代需要宗教,也鼓勵人人行善,不分貧戶富貴賤、學問高低,只要一念誠心,有智慧的「信」,就如資深慈濟志工高愛,雖然不識字,但響應證嚴上人的慈濟志業,逢人說慈濟、逢人募愛心,一心一意廣邀大家走在菩薩道上。 佛法在人間,人人本具有愛心,慈濟是適合這個時代且應人所需要,啟發人的愛心。慈濟人聽佛所說法、行佛所說法、說佛所說法,這就是用身口意認識佛法。 二、心蓮朵朵開--用蔬食傳遞健康與善念 慈惠素食老闆林楚舷,因希望兼顧道場志業與人生規畫,毅然放棄受雇工作,在因緣際會下承接花蓮知名的慈惠素食。從看到店面頂讓訊息,到完成簽約接手,不到一星期便投入經營,雖然一切來得倉促,卻在家人的支持,勇敢踏上創業之路。 接手初期最大的挑戰,不是料理,而是如何讓餐點品質穩定。他發現前任老闆一家人的調味方式各不相同,因此決定建立完整SOP,從調味比例、水量、器具到每一道工序都詳細記錄,讓每位員工都能做出一致的味道,也讓顧客每次品嚐都能感受到相同的品質。 面對餐飲業最大的考驗──原物料上漲、人力不足與疫情等衝擊,他始終堅持使用天然食材,不因成本壓力而降低品質。例如紅燒湯頭不用人工番茄醬,而是以新鮮牛番茄慢火熬煮;蔬菜也依照當季與品質挑選,寧可增加成本,也不採用品質較差的進口食材。他相信:「客人的味蕾最誠實,只要食材用心,就一定吃得出來。」 林楚舷也分享,許多人對素食仍存有「油膩、味道單調」的刻板印象,因此他努力研發更符合大眾口味的料理,像是番茄紅燒麵、香辣臭豆腐麵、素蚵仔煎等招牌餐點,希望讓葷食者也能輕鬆接受蔬食,吃到天然食材的原味與層次。他認為推廣蔬食不只是販售餐點,更是在推廣健康、愛護地球與尊重生命的理念。 雖然一路走來十分辛苦,朋友也曾勸他收掉店面,但他始終相信,只要能讓更多人因一餐健康蔬食而改變飲食觀念,就是最大的收穫。他也以張惠妹歌曲《緩緩》勉勵大家,在忙碌生活中放慢腳步,重新看見自己的需要,細細品味生活,也珍惜每一份健康與善念。

Everyday AI Podcast – An AI and ChatGPT Podcast
Ep 814: NotebookLM's New Cinematic Shorts: How They work, 5 Tips and 5 Best Use Cases

Everyday AI Podcast – An AI and ChatGPT Podcast

Play Episode Listen Later Jul 8, 2026 31:29 Transcription Available


Vacation Rental Success
VRS671 - 10 Things I'd Do With AI If I Was A Property Manager Again

Vacation Rental Success

Play Episode Listen Later Jul 8, 2026 50:39


This Episode is Sponsored by StayFi Your ultimate tool for Vacation Rental WiFi marketing allowing you to collect guest emails automatically via custom captive WiFi login splash pages. Drive repeat direct bookings and convert your OTA bookings to book direct for their next visit. Visit https://stayfi.com/vrsuccess/ and use code VRSUCCESS for 50% off 3 months of StayFi service. ________________________________________________________________________________________________________________________________________ This episode almost wasn't the one you're hearing. Heather had already recorded, edited, and prepared social media for a different episode when a morning of reflection sent her down a different path instead. The trigger was rereading her own contribution to Brooke Pfautz's book Vacation Rental Secrets, written a few years back - an unusually honest account of the mistakes she made running CottageLink Rental Management, the property management company she sold four years ago. Reading it back, Heather noticed a pattern. None of the mistakes came from working too little or caring too little. Every one of them came from not having the tools to see clearly, document what she knew, or build systems that didn't depend on her being at the centre of everything. That reflection became this episode: ten specific, practical things she would do differently if she were running a property management business today, with the AI tools now available. This is a solo teaching episode, released the week the second cohort of the AI Ambassador Program opens. It is aimed squarely at operators who want to know, in concrete terms, what using AI well in a property management business actually looks like - not in theory, but from someone who has run the business, made the mistakes, and now has the tools to fix them. Key Takeaways Build a brand voice document before writing a single word of copy. Capture your tone, values, and the phrases that are distinctly yours before you ask AI to write anything on your behalf - otherwise inconsistency creeps in and your team, guests, and owners start to feel it. Stop letting every vendor demo convince you a new platform will fix your business. Your PMS is the one system that genuinely needs a professionally built, purpose-designed solution - but beyond that, a lot of what operators buy off the shelf could now be built to fit their specific business instead. Document every process before it only exists in your head. Talk a process through, out loud, while you're doing it and let AI structure it into a living SOP - the knowledge that only lives with the founder is a liability, not an asset. Build a genuine owner communication system, not just good intentions. Work through frameworks for the hard conversations in advance, and use AI to generate genuinely personal quarterly owner reports at scale, not a mail merge with names swapped in. Use AI to keep direct booking relationships warm, not just to build them. The follow-up sequences that go quiet the moment peak season hits are where most operators lose ground - AI can keep that infrastructure running consistently even when you're buried. Analyze reviews instead of just reading them. The most useful information is often buried inside five-star reviews as an aside - patterns that only become visible when reviews are aggregated and analysed rather than read one at a time. Build a real owner acquisition pipeline instead of relying on referrals. Referrals are a result, not a strategy - a proper follow-up sequence and a clear sense of the right-fit owner prevents leads from going cold. Build an institutional knowledge base, not just a folder of SOPs. Capture the reasoning behind decisions, not just the steps, so that judgement can travel with the business even as people move on. Treat AI as a thinking partner, not just a writing tool. The most valuable use of AI is stress-testing decisions before you commit to them, not just producing first drafts. Start with clear values and strategy, and let AI help you communicate them. Clarity about what you're building and who it's for makes every daily decision easier - and AI can help both articulate that strategy and communicate it consistently across a team. ________________________________________________________________________________________________________________________________________

The Thriving Therapreneur Podcast
Breaking Founder Dependence: How Business Systems Help Your Coaching Business Run Without Daily Founder Input So Sales and Clients Keep Moving [Ep 105]

The Thriving Therapreneur Podcast

Play Episode Listen Later Jul 8, 2026 26:10


Are you still the reason your business can or cannot move forward?If every sale, client question, team decision, and backend process still runs through you, your business is not truly built to scale yet. It might be growing, but it is also depending on your daily energy, attention, and availability.In this episode, I share what breaking founder dependence actually looks like inside my coaching business and how I have built the business systems, documented processes, sales team, and client support that allow the company to keep running when I am not at my desk. I talk about the departments that support the business, the hires that helped remove me as the bottleneck, and why SOP creation matters before you start delegating more.In this episode, you'll discover:How to spot where founder dependence is still showing up in your businessWhat business systems actually look like behind the scenes of a growing coaching businessWhy documented processes make delegation, hiring, and training easierHow a sales team can help protect revenue so every sale does not depend on youWhy client success managers become essential as your client load growsWhat operations support can take off your plate so you can stay focused on the CEO roleHow to think about your next hire when you are still running a lean teamIf you are ready to stop holding every decision, every sale, and every client experience on your own, this episode will give you a clearer picture of what your business can look like when it is built to run without your constant presence. Pull up your notes app because this one will help you see exactly where to start.To being heard and seen,CarlyJoin the Perfectly Profitable Niche Workshop | JULY 14Want 2 days of live support to finally get your marketing done? Join me on August 17 and 18 and grab one of the 10 seats HEREGrab my free 23-page Cash Infusion Playbook, packed with the exact revenue-generating activities I use in my business and with my clients to make easier salesListener Giveaway!If you've been loving the podcast, this is the best way to support it and get something amazing back. Visit carlyhillcoaching.com/podcast, scroll down, fill out the 3-question form, and unlock Social Media Mastery instantly.Explore More SupportCarly AIWant to start a podcast or grow your existing one? Visit https://julianabarbati.com/ and let them know I sent you!Get 2 FREE months of TherapyNotes and streamline your notes, scheduling, and billing.Use promo code: CarlyWhat was your biggest takeaway from this episode? Drop me a DM on Instagram - I'd love to hear from you!

法律白話文運動:法客電台 BY 楊貴智
法客話題 #214|政府資料調閱會不會過度侵害個人隱私?feat.台灣網路資訊中心執行長余若凡、2026OCF研究報告共同作者Claire

法律白話文運動:法客電台 BY 楊貴智

Play Episode Listen Later Jul 7, 2026 58:06


(00:00:00) 開場(00:04:45) 沒做壞事就不用怕?「馬賽克理論」拼湊出你的隱私軌跡(00:12:45) 從 2023 年 Dcard 搜索事件看平台困境(00:25:48) 終結不清不楚的調閱!歐盟「電子證據法案」的 SOP 示範(00:32:45) 預防犯罪還是全民監控?強制業者「保存五年資料」的憲法危機(00:52:50) 隱私權太抽象?換成「查稅與股票下單」民眾瞬間秒懂加入會員,支持節目: https://plainlaw.firstory.io/join留言告訴我你對這一集的想法: https://open.firstory.me/user/ckudnw7fn4tqg0870axzgirva/comments---

Comiendo con María (Nutrición)
2317 Caso real de Lorena. Regulación del ciclo comiendo MÁS.

Comiendo con María (Nutrición)

Play Episode Listen Later Jul 6, 2026 22:33 Transcription Available


Hoy os traigo un caso real de consulta que sé que va a resonar con muchísimas de vosotras: la historia de una paciente de 28 años que logró recuperar la regularidad de su ciclo menstrual tras años tomando anticonceptivos y con un diagnóstico de SOP (Síndrome de Ovario Poliquístico) a sus espaldas.Lo más potente de este caso no es solo cómo reaccionaron sus hormonas, sino cómo logramos derribar su mayor obstáculo en consulta: el miedo atroz a engordar y a comer "más de la cuenta" tras una vida arrastrando mensajes de restricción y dietas milagro.En este episodio destripamos el paso a paso de su evolución y analizamos temas clave:El abordaje real del SOP: Por qué la solución no fue quitar alimentos, sino asegurar que comiera suficiente cantidad, distribuyendo bien las proteínas, la fibra y perdiendo el miedo a los carbohidratos integrales y a la fruta.Gestión de expectativas: Qué pasa cuando dejas la píldora y la regla no aparece a los dos meses. Hablamos de la frustración y de por qué las hormonas necesitan tiempo para "arrancar".El mito del suplemento mágico: Cuándo tiene sentido introducir el inositol y por qué meterlo desde el primer día sin una base sólida de hábitos es un error.Hormonas y contexto de vida: Cómo el estrés laboral o los baches familiares afectan directamente a tu ovulación. El ciclo menstrual no funciona aislado de tu realidad.Resultados reales: Cómo la paciente recuperó su función fisiológica, empezó a disfrutar del ejercicio de fuerza, dejó de fumar y, como consecuencia (que no objetivo), perdió más de 10 kg comiendo sin miedo.Si tienes SOP, te estás planteando dejar los anticonceptivos o sientes que vives con una lucha constante con la comida y la báscula, este episodio te va a dar la claridad y la paz que necesitas.¡Dale al play y acompáñame!Conviértete en un supporter de este podcast: https://www.spreaker.com/podcast/comiendo-con-maria-nutricion--2497272/support.

The Industry
E272 Marina Ferreira

The Industry

Play Episode Listen Later Jul 6, 2026 51:00


Inside the remote desert resort redefining hospitality, one cocktail at a time Guest Bio Raised between Brazil and New York, Marina Ferreira developed a deep appreciation for how food, drink, and hospitality bring people together. With more than 12 years in the industry, she's built a career rooted in creativity, connection, and guest experience — growing from host to beverage director along the way. She currently leads the bar team at Jacumba Hot Springs Hotel in California's high desert, where she builds intimate hospitality experiences and thoughtful cocktail programs. Known for mentoring her bar teams and for believing that any great conversation can be elevated by a well-made martini, Marina blends operational know-how with an artistic approach to beverage development. Episode Summary Marina joins the show to talk about her unconventional path into the industry and her current chapter running the beverage program at one of the most remote hotels in Southern California. She digs into what it's like building a cocktail program in a town with no grocery store, why she came in as an SOP-and-systems consultant before stepping into the beverage manager role, and how a dive bar bartending job taught her more about hospitality than any craft cocktail bar ever did. The conversation covers her early restaurant-industry upbringing, her time in New York City bars, opening Botanica, running community events in San Diego, and what she's building next at Jacumba — including a new mocktail program and an upcoming cocktail menu overhaul. Key Topics - Life in the middle of nowhere: Living and working in Jacumba Hot Springs, where groceries require a 45-minute to hour-long drive and deliveries only come twice a week - The history of Jacumba Hot Springs: From a railroad boomtown to natural mineral springs to the hotel and bathhouse standing today - Consultant to beverage manager: How a three-month SOP-focused consulting contract turned into a full-time role - Building for a destination, not a neighborhood bar: Designing a beverage program around hotel guests, pool bars, weddings, and cabana service rather than walk-in traffic - Launching a mocktail program: Using adaptogens (Aplos, lion's mane, African black pepper) to build a non-alcoholic menu that doesn't feel like an afterthought - Growing up in restaurants: Marina's parents' own service-industry and entrepreneurial backgrounds, and how that shaped her path - Brazilian heritage and flavor: How growing up identifying plants, herbs, and berries in Brazil shows up in her cocktail-building today - From hosting to bartending in NYC: Her early days on the Upper West Side and how watching a bartender work pulled her behind the bar - The dive bar lesson: Why working at a no-frills dive bar taught her more about real hospitality and conversation than any cocktail bar did - Building Botanica: Opening a genever-focused bar from scratch, learning to manage and hire for the first time, and the toll — and growth — that came with it - Running industry events in San Diego: Building a 250-person industry group chat to coordinate events and avoid oversaturating the same night - Letting go of ego: Why she now actively seeks out feedback from people earlier in their careers and treats every conversation as a chance to learn something - What's next at Jacumba: Plans for a new cocktail menu, more community takeover events, and growing programming to bring people back to the property Guest Links - Marina Ferreira (Instagram): @marinimartinisd - Jacumba Hot Springs Hotel (Instagram): @jacumbahotspringshotel - Jacumba Hot Springs Presents (events/concerts/pop-ups): @jacumbapresents A big thank you to Jean-Marc Dykes of Imbiblia. Imbiblia is a cocktail app for bartenders, restaurants and cocktail lovers alike and built by a bartender with more than a decade of experience behind the bar. Several of the features includes the ability to create your own Imbiblia Recipe Cards with the Imbiblia Cocktail Builder, rapidly select ingredients, garnishes, methods and workshop recipes with a unique visual format, search by taste, using flavour profiles unique to Imbiblia, share recipes publicly plus many more......Imbiblia - check it out! Contact the host Kypp Saunders by email at kyppsaunders@gmail.com for products from Elora Distilling and Noble Estates. Links kyppsaunders@gmail.com @sugarrunbar @the_industry_podcast email us: info@theindustrypodcast.club

請聽,哈佛管理學!
S2#93-1 別再說人才難留!你接住部屬最渴望的「6大需求」了嗎?|Mary's Talk

請聽,哈佛管理學!

Play Episode Listen Later Jul 6, 2026 16:33


【HBR企業學習服務】 

Screw It, We're Just Gonna Talk About Spider-Man

EPISODE 361 - The Milksops go over Mind MGMT #4! We learn about the origins (mostly) of Henry Lyme!  In Loose Screws we discuss the new trailer for the upcoming Spider-Man film Brand New Day. NOTE: Will's audio is a bit, shall we say, tinny? We did our best to rectify!  ------- Sop-scribe to support the show and for bonus episodes at https://www.screwitpodcasts.com/ There's link to our free Discord there too! Email us at screwitcomics@gmail.com

Epic Success with Dr Shannon Irvine
Steal These Boring Systems So Your Business Runs Without You with Dr. Shannon Irvine

Epic Success with Dr Shannon Irvine

Play Episode Listen Later Jul 1, 2026 26:23


Management Blueprint
340: Hire AI in Enterprises with Charles Fry

Management Blueprint

Play Episode Listen Later Jul 1, 2026 28:06


https://youtu.be/Ji1OZYu1r1Y Charles Fry, Founder and CEO of CODE Éxitos, is helping businesses hire AI in enterprise to transform software engineering, modernize product development, and build intelligent connected systems.  In this conversation, Charles introduces The Agentic Org Chart Framework: Hire Systems Thinker, Look for Failed Entrepreneurs, and Have AI Replace “Trade Skills”. He explains why AI is fundamentally changing software development, how organizations must redesign their structures for an AI-first workforce, and why systems thinking is becoming more valuable than technical specialization. Charles also discusses how the rise of agentic software development is reshaping the future of SaaS, why combining AI with connected hardware creates a stronger competitive advantage, and what business leaders must do to successfully navigate AI-driven transformation. — Hire AI in Enterprises with Charles Fry  Good day. Steve Preda here, and I’m talking with Charles Fry, the Founder and CEO of CODE Éxitos, building cyber-physical systems for mid-market and enterprise companies, as well as full-stack web, mobile, and SaaS development. Charles, welcome back to the show.  Hey, I’m happy to be here. It’s always great to see you, and I’m looking forward to our chat. Yeah. It’s so interesting to talk to you because the last time we had you on the show, three or four years ago, it was still before the AI age was fully upon us.  Right.  Your business was kind of a different business. I’ve been following you on LinkedIn, and I see that you’ve evolved your approach, and now you’re an AI-first company. So tell me a little bit about how that came about, this whole evolution, and how you found your new focus?  Yeah. Wow. It’s been that long since we were on the show. It was a lot of fun, but here we are. You’re right. AI really sort of came out of left field. I’ll skip all the technical things that suddenly made AI an achievable thing. But really, at the beginning of 2024—and somebody can fact-check my timeline—ChatGPT, if you were aware of it, was kind of passing the Turing test. It was giving pretty reasonable answers to natural-language questions.  And we were like, “Wow, this is interesting.” At first, we were helping our clients think about how to build those capabilities into their products, something we still do.Share on X But by mid-’24, late ’24, it became pretty obvious that one of the best applications of large language models—and expert systems, we used to call them that—is writing software. And so by early to mid-’25, the systems were suddenly not novelties. They were credible at what they were doing, and they were gaining momentum in the quality and credibility of the software they were producing.  Now, CODE Éxitos was started largely to create an opportunity for entrepreneurs and enterprises that needed, let’s call it, garden-variety, well-done software. We built that through the Americas to arbitrage labor rates in Latin America and leverage the time zones. So it was essentially an offshore, blended, hybrid-team model. Honestly, by the middle of 2025, the AI tools for software engineering were as good as, or better than, 50 percent of the human developers that we employed.  And at some point, as a business owner, when you’re out there representing yourself, and your product is yourself, and you’re representing that to clients, you have a moral and ethical obligation to say, “Hey, I think I can still give you the best product that you’re looking for, but I’m going to do it in a different way.” So beginning in late 2025, we were hard into the pivot. Today, all of our software development is done agentically. There are still people. It’s not a complete dark factory. But our mid-level performers and below, we exited them from the business, which caused a lot of human turmoil. I mean, we were at around 100 people. A lot of human turmoil. Our clients were going through the same thing. We were watching what was happening in their organizations and what the leadership demands were.  We just made the decision to lean into it. And here we are, almost mid-’26 now, and it’s actually going really well. Now, AI, of course, anyone who opens an internet browser anymore sees it. AI is everywhere. You read the newspaper. AI is going to change everything.  Every application has an AI layer to it.  Yeah.  Right? Every SaaS application has a button that says, “Use AI here.”  My view, at least—and these are the things people should probably give me some credibility on—I’m going to keep my views focused on how AI applies to the software industry, my industry, and its direct impact. We see, and we have clients working on, things like AI in customer service, the legal department, and the finance department. We do all of those things internally—agentic first, AI first. But those really aren’t my industry. I’m not ready to make a sweeping prognosis about how AI is going to change capitalism in the United States. But in the software industry, it’s a fundamental change. And it’s not done yet.  So what’s your vision? Where is everything going? What’s it going to look like three years from now?  Well, I’m not smart enough to know that. But I think the patterns we've seen—and again, within the world of writing software, and making that a broad category of activitiesShare on X —are going to continue to consolidate and converge to where humans are important, but they might be only 10 to 20 percent of the input to the process. I really do think we’re going to see a day, sometime in the three-to-five-year time horizon, where a large amount of software will be written and managed by other software systems.  There’s no technical reason to prevent that. For example, I was talking to one of our clients today, a CIO at a great company. A couple hundred million dollars in revenue. A really well-run business. A sizable internal IT team. But there’s a lot of ongoing maintenance and attention required. Building the software is just the beginning of a five-to-ten-year life cycle. So I think in the near term we’re going to see that building the software becomes, “Okay, we got that figured out.” That’s a largely solved problem.  We’ll then progress to the problem of: “Hey, this software has been in production for five years.” “It needs updates.” “It needs attention.” “It needs maintenance.” “It needs to scale.” More software systems will take care of that. Fewer and fewer humans will be involved in that kind of work. So I think that’s where the software industry is headed. I think it’s going to be 60 to 80 percent smaller in human capital than it is today. Sometime soon. Yeah. I really do think it’s about as close as I want to get to calling it an extinction event. Let’s put it that way. Some people say SaaS companies are going to go out of business, and it’s all going to be agents running around doing things for us. But other people say SaaS companies are actually the SOP for whatever activity is out there, and you need that structure. The SaaS application provides that structure. You don’t want agents running in an unstructured way. You’d rather have these SaaS applications. What’s your view?  I think that’s a good way of looking at it. If you’re a dinosaur like I am, back in the late 1980s or early 1990s, when you wrote software for a company, everything was custom software because there were no packaged software products, no SaaS platforms. But over the last 20 years, I think SaaS companies have become, for a lot of businesses, exactly what you said. They’re the embodiment of best practices. If you take something like HubSpot, which I’m sure you and many of your audience are familiar with, you really don’t need to customize it.  You just need to follow its baseline processes because they have thousands of customers who have helped refine the sales motions that work. So I think there’s some truth to that. The problem SaaS systems face is that the barrier to competitive entry is much, much lower. If you look at a company like Salesforce—and I think I’ve led three different Salesforce deployments back when I was a CIO or CTO—that software really shows its age. It’s layers and layers of complexity built to serve a wide audience. It’s great. It’s expensive. Emerging companies don’t need that. They can effectively vibe-code their own CRM system, and it works. I think the threat for big SaaS companies is twofold.  One is that the next generation of customers is going to onboard very differently into those systems than the previous generation.Share on X I don’t know what that onboarding ramp is going to look like. The second problem is there’s very little defensibility in having a pure software product. And the other part of our intro—you talked about cyber-physical systems. We’re spending more and more of our product development cycles on hardware-related products, things that have a nexus in the physical world. Here’s a good example. I’m wearing one of these health rings. This Oura Ring. Oura, yeah.  There’s a lot of amazing hardware in here that justifies my monthly subscription for the app. The app we could recreate pretty easily. But the development, manufacturing, and distribution of this physical item create a much higher barrier for a competitor to overcome. So more and more of our clients are companies that have a physical product they either want to make smarter or make more connected.  That’s really what it comes down to. And that’s a pretty exciting space. But for a pure-play SaaS company, I think it’s going to get tough. The competitive pressure is going to be intense. And the barrier to entry is going to be really low. It’s not even about engineering cost anymore because the cost of engineering has dropped so much with AI. It’s almost like it went full circle. You had all these product businesses that wanted to become service businesses to create recurring revenue. And now the service businesses—the SaaS businesses—want to become product businesses to create a barrier to entry, improve retention, or reduce disruption. Isn’t that interesting?  Yeah. I hadn’t thought about it exactly that way. Maybe the pushback would be that these professional services businesses wanted to have a technology play or a platform. That’s interesting. But I think we’re going to see AI, at least in technology, continue to lower the barrier to entry. It will allow much faster experimentation with pure software ideas. And we’re focused on the things where the AI robots can’t play. They’re not going to cut your grass.  They might guide the machine that cuts your grass, but they’re not going to cut your grass. So I think that while the turmoil is still sorting itself out in the pure software world, we’re going to see a whole new set of opportunities open up. We’ll be able to build truly smart devices. Devices that think for themselves. Devices that are aware of the world around them. They can participate with us in our day-to-day work. That’ll be a lot of fun. I think we still have some rough sailing ahead of us as AI sorts itself out.  Isn’t it true that people prefer to interact with a purpose-designed device rather than a software product? And maybe an app is kind of a device that is software, or maybe that’s the overlap there. But I know there are some things I’d rather have on my phone, even though it’s complicated because there are so many other things on it. But if I have a single-purpose device, like you have your Oura Ring, it’s easier to interact with. There’s no complexity, and then it lowers the accessibility.  Yeah. An area of active study is something called HMI, or Human-Machine Interface. Again, back in the ’80s and ’90s, it meant things like: Are the buttons big enough for someone to push? Does a red light always mean a bad thing, and a green light always mean a good thing? But now that’s expanded into the kind of research in psychology and sociology that you’re talking about, Steve. Some of that is really amazing.  I’m sure you’ve seen them, and your audience has seen them. You can find these videos on YouTube. There are humanoid robots. It took a while for researchers to figure out that a robot doesn’t actually need a head. It can have what is essentially a torso with arms and legs. The head doesn’t really need to be there. But a robot with no head freaks people out. Yes. People don’t like it. So the robotics engineers put heads on them. Then they thought, “Well, if we’ve got a head here, we’ll just put a face on it.” But if the face is too realistic, it gives people the creeps.  Yeah.  So people didn’t like faces on them. If you look at the current generation of humanoid autonomous robots, they have these, I don’t know, sort of pseudo-faces. They kind of look like Halloween jack-o’-lanterns or something. They’re not scary, but they’re somewhere in the middle. Anyway, the things you’re talking about are really fascinating.  I mean, Isaac Asimov wrote about humanoid robots and all the challenges that come with them. What happens when they have a human-like appearance? What happens when people think they are actually people, but they just don’t age? All those things have been explored. But listen, I’d like to switch gears here and ask you this. Right now, in this AI age, what drives your business? What drives growth in your business?  This part is truly fascinating to me. Everyone is working off the same timeline now, which isn’t a very long timeline. We don’t have a lot of experience to draw on. Much more quickly than when the internet became commercially available—I was there when that happened too— the adoption of AI as a fundamental change happened in a matter of months, compared to several years for the internet.Share on X Some people also compare it to the adoption of mobile phones, which you mentioned.  But this has happened very fast. A year ago, we were talking to sophisticated technical buyers who said, “Yeah, I’m still on the fence about whether I like agentic software development.” That doesn’t happen anymore. Everybody says, “Yeah, we’re using it too.” What we’re seeing now is that it’s evolved so quickly and had such a fundamental impact that people don’t know not only how to manage it inside their business, but also how to deploy it. It’s really disruptive. And this is where you’re a pro.  It’s really disruptive to organizations. So in less than a year, we’ve gone from, “Hey, should I let my developers use AI?” to now everybody using AI. And the leading teams, including ours, can produce high-quality commercial code faster than organizations can absorb it, and faster than org charts can adapt to the change. Our engineering teams have to adapt to the pace of the business, not the other way around. Because we get clients saying, “Hey, you guys are producing too much.” “We can’t check everything.”  “We haven’t finished testing last week’s new features and capabilities yet.” “We can’t take another batch of features and capabilities this week.” So we’re seeing a lot of organizational behavior change starting to come out of this. When we’re talking to C-level executives and senior leaders, that’s where most of the conversations are today. “How do I retool my organization to capture the benefits?”  Yeah. Because what I see is that the more AI you apply, the faster decision velocity becomes. And the complexity of understanding the whole picture, connecting the dots, increases. So you need a different kind of person who can operate at that higher level of contextualization. Do you see the same thing?  We do. Software engineering and product development had matured into a pretty predictable set of job descriptions and capabilities. The business processes were really well worn. We knew what the product owner did. We knew what a project manager did. We knew what a tech lead did. Et cetera, et cetera. A lot of these, frankly, became trade skills. “Hey, I’m really good at writing code.” Or, “I’m really good at doing QA, but I’m not really a systems thinker.” “I’m not an entrepreneur.” “I’m not a creator.” Pick your fuzzy lens of choice.  That’s really what AI displaces right now. AI displaces those trade skills and, frankly, does them better and cheaper. There’s no way to dispute that. What we look for now, and I think where the trend is going with our clients, is systems thinkers. We have enough agentic tooling built on our own internal platform that the people operating and building products for our clientsShare on X —we refer to our team as digital creators—come from a variety of backgrounds. You don’t have to be a computer science major. You do have to have some domain experience. You do have to be a systems thinker. You do have to understand what business value you’re trying to create. But as far as actually writing really good code, nobody’s really doing that now. It’s being done automatically.  If you have a couple of gray hairs like I do, you’ll remember back 20 years ago when we talked about the war for talent. That’s what everybody was looking for. They wanted people with these highly specialized engineering skills. I think there’s a new war for talent. It’s going to be harder to pin down because we’re going to be looking for whole-systems thinkers as opposed to technical specialists. Because AI will be the technical specialist we need, regardless of the business domain. So what do you do to infuse systems thinking in your business?  Wow. I wish I had a good answer for that. I don’t even know how to recruit these kinds of people right now. I’ll be that candid with you and your listeners. I was talking to a couple of my senior people, and I said, “Maybe we should go look for failed entrepreneurs.” Which is kind of a heretical thing to say. But as an entrepreneur, I know firsthand that it doesn’t always work. The fact that the business fails doesn’t necessarily mean you, as an entrepreneur, are a personal failure.  Entrepreneurs are about the only, I don’t know, primary source I can think of for people who have done a little bit of everything. They’re systems thinkers. Maybe they didn’t get it right, but they could. So we talked about that. I don’t know if Disney still does it, but Disney was phenomenal at producing these kinds of people through its internal training programs. We’re not big enough to compete with Disney. But to answer your question, how do we teach it? I can’t honestly say that we do. Because we’re still figuring out what it is that we would even teach.  Well, it’s a new type of SOP that’s needed in the business. So what are the best practices for building an AI workforce? That still needs to be defined.  Yeah. For larger organizations, our clients that are running larger organizations have the same problem. All of a sudden, their org chart is broken. What I mean by that is, if you look at the way we’ve traditionally built and scaled businesses, you have this pretty large cadre of managers who give you what Eliyahu Goldratt called the span of control, your degree of leverage. When you’re younger, you hear things like, “Ah, my manager doesn’t even do anything.” You’ve probably heard that before. “Oh, my manager doesn’t really do any work.” “He just comes in and bugs me.”  It’s not entirely wrong because we rely on that manager’s experience to be spread across six, eight, or ten other people and supervise their work. So managers don’t really do a whole lot of delivering the work themselves. I think AI is going to change that. I know AI is already changing that inside technical teams. All of a sudden, we have clients saying, “My org chart doesn’t translate to the way my business operates under this new agentic model.” That’s problem number one. Problem number two is, “I have people on my team who are good people and good contributors, but there’s no box for them in the new org chart that I think works with an agentic workflow.” Does that make sense?  Yeah.  So two things have happened suddenly. We see a lot of press—although I think it’s moderating a little bit now—about how kids coming out of university are having trouble getting entry-level jobs. True enough. I think the other area where org charts are collapsing is managers who don’t actually produce any output. Supervising other managers and compiling the weekly report of reports just isn’t a valuable job function, even at the best of times. And now—I hate to say this—but it’s useless. So I think there’s a lot more work we’re going to have to do with our clients, and ourselves, on what an org chart should look like. And what the expectations are for people doing work inside a company that’s moving aggressively toward leveraging AI capabilities in what we would normally call white-collar job functions. Yeah. Some years ago, I thought about the org chart being broken. The top-down hierarchical org chart—I think it’s completely broken. In my head, the org chart is more like an amoeba, where you have the entrepreneur and the manager in the middle as yin and yang. Different departments report to different people. And you’ve got these pizza teams all over, actually delivering teamwork. But that’s fascinating. Yeah, fascinating topic. So who are the ideal customers for you? If they have the right kind of projects, what are the right kinds of customers and the right kinds of projects for CODE Éxitos that would be interesting to look at?  There are two types of clients that we focus on and that we can help quite a bit. The first type of client is one that has a large, established internal software development and product development process, and they’re trying to figure out how to adapt, modernize it, and harness AI. We can come in, and we have a very opinionated point of view. We can have a couple of conversations, and they either like the direction our telescope is pointed in and want us to help, or they say, “No, we think we’re going to do it a different way.”  And that’s okay, too. Because right now, nobody really knows the final answer. We call those engineering transformation projects. Somebody says, “Hey, we have a team. Can you help us get better?” The second type of client we like is one that has this physical connection challenge. I’ll give you an example. We have a client that primarily makes pumps and motors. They put those pumps and motors into very specific industrial applications across North America. They wanted those pumps and motors connected to a network.  They wanted to collect data from those pumps and motors to help their customers. Once we built the data collection, the electronics, and the connectivity, the data started coming in. Now there are a lot of AI-related things we can do with that data. We’re beginning to work on what you can think of as supervisory agents that watch what’s going on. They’re much more robust than the old filters that just looked for exceptions and red lights. Those are the kinds of clients we really help on the product side.  Sometimes they come to us with an idea scribbled on a napkin. It’s like, “Hey, we have this system or this process that we envision, and we need somebody to help us build it.” We’ll do the electronics, the AI, and the software engineering. And that becomes a complete system. So, more systems thinking. Yeah. And then you combine software with hardware. Then you have AI agents doing much of the coding, management, and maintenance of these systems.  Yeah, that’s right. This is not a client of ours, by the way, but the story I’m going to tell is fascinating. It’s a second-degree connection that I chatted with. He runs a $100 million-a-year manufacturing company. I think he’s second or third generation—I can’t remember which. He knows the business. He grew up in the industry. He’s in the process of transforming the company so that he can basically run the whole business from his phone.  He’s applying AI to his internal business functions like finance and accounting. He’s done some really amazing stuff. He’s automating the manufacturing process, the machines, and the feedback systems. It’s just stunning what this guy is already able to do. He just picks up his phone and says, “Yeah, I want to run my company from here.” I think he’s going to be able to do it. I think we’re going to see more of that emerge. Yeah. That’s fascinating. The race is for the first one-person unicorn, right?  I think that’s already happened. I don’t know if you’ve seen this. I can send it to you. There was a New York Times article a couple of months ago about a guy—not a tech guy, a marketing guy. He and his brother run an online company that generates $1.8 billion a year in sales. And it’s just the two of them. Wow!  Spoiler alert: As I remember, they sell weight-loss drugs. He’s a marketing guy with a tech background. He figured out all these marketing channels where, if you order Ozempic or whatever online, it basically drop-ships from the pharmaceutical company to you, and he gets a cut. But he said in the article, “At one point, we were doing $300 million a month in sales.” He goes, “Well, technically, I’m not a one-man company because I had to hire my brother to help me out.” So it’s the two of them.  That’s pretty great. Yeah. That’s definitely a unicorn. So if you’re listening to this and you have an enterprise company, and you want to harness AI in your business, create agentic systems, streamline your operations, and make your company more efficient and productive, then reach out to Charles Fry at CODE Éxitos. Any last thoughts for listeners who are thinking about building a business in the AI age? What advice would you give them? I don’t know that it’s changed a whole lot. Building a business is always hard work. For any listener who wants to chat about any of these topics or see if we’re the right fit, they can always reach out and contact me. The conversation is free, and I usually learn something from it. But no, I would say that things are different. It doesn’t mean they’re wrong or better. I think they’re just different. It’ll be interesting to see how all of this unfolds over the next few years.  Yeah.  I’m in it for the journey.  We’re living in interesting times. So, Charles Fry, Founder and CEO of CODE Éxitos, thanks for coming on the show. And if you enjoyed this show, make sure you follow us on YouTube and Apple Podcasts. Give us a review, and stay tuned because every week I bring an amazing entrepreneur onto the show. Thanks for coming. Thanks for listening.  Thanks, Steve. Important Links: Charles's LinkedIn Charles's Website

Dental A Team w/ Kiera Dent and Dr. Mark Costes
#1,169: The Win-Win Nature of Tech in the Office (If You Do It Right)

Dental A Team w/ Kiera Dent and Dr. Mark Costes

Play Episode Listen Later Jun 30, 2026 28:21


Tiff and Nikki dive into all things tech + dentistry, including what practices can implement to make the day-to-day more efficient for staff and convenient for the patient — all while keeping that personal human touch. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Tiff (00:00) Hello, Dental A Team listeners. I am back here today with you, with one of my favorite Dental A Team consultants. We have a few consultants, and they're all my favorite, but I'm here today with Miss Nikki Mack, who many of you have met over the course of the last few months that she has been with Dental A Team, and all of you know she has a vast amount of experience in the dental industry, and she's right here in town with myself and Britt and   Gosh Pam, everybody's here. Dana's down south, but that's okay. Nikki's here and she's here with me today. And Nikki, welcome to the podcast. I am so excited to have you here today. We're gonna have so much fun together. You are a bundle of energy and a bundle of fun. And I'm just excited to be here. So how are you? How are you loving this like semi cloudy weather we've got and what's life in Nikki's world look like?   Nikki Mack (00:49) Gosh.   It's been fantastic. I'm super happy to be back. I had so much fun last time. ⁓ and actually I'm really excited about today's topic too. So that helps, obviously, but I can't wait to talk about it. ⁓ it's gorgeous. It's still over a hundred, but you know, we learned to live with what we can get. the gloomy skies, a little bit of humidity, maybe some sprinkles. Like that's I'm ready. That's a great way to kick off my weekend. So I'm here for it.   Tiff (01:00) Yeah. Yeah.   I know.   I agree.   I agree. This is like the one time, I don't know, in maybe my entire life of living in Arizona that I can't say, yeah, it's over a hundred, but it's a dry heat, 'cause it's over a hundred and humid. So I'm not really sure what to do with that. I'm like, it's cloudy, can I go outside? And I'm like, gosh, it's still really it's still a hundred and five. So I'm not sure w how to I'm not sure how to act.   Nikki Mack (01:31) Yeah.   Yeah.   Cloudy skies make me want a sweater, but then I walked outside and I was like, ⁓ no, that's not. That's not what's happening here. So we might have a real monsoon season this year. I can't wait.   Tiff (01:43) Yeah.   I know.   I know. We're supposed to. We're supposed to. So we will, listeners, we will keep you in the loop on the Arizona weather. I know everybody's always dying to know. I actually it's one of the most like most often asked questions that I get when I do travel. So I know you're all just dying to hear about it. We will keep you posted. ⁓ but I agree Yeah. Yeah. Always wanted to be a meteorologist, you know. Here we are. Here we are.   Nikki Mack (01:58) Yeah.   We're here for your weather updates and your dental ⁓ improvements. That's what we do.   Tiff (02:17) but I agree, today's topic is actually really fun and ⁓ it's it's tech techie and I think tech in dentistry can mean so many things. And so we'll narrow down kind of what we're chatting about today and and to to make it easy, I think tech has been so like virtually involved since COVID shutdowns and we've just really spun in dentistry on so many different platforms.   Be used. So tech in the dental industry no longer just means we have a mill, we have a 3D printing machine, we have scanners, and that is tech, but there's so much more that goes into it and that can be involved in that that term that I'm really excited to talk about it today. And Nikki, I'm excited. I know you love tech and the technical industry and AI and all that stuff, and   And you you love to geek out on it ⁓ in your personal life. And like I think we all use those tools. So I'm excited to talk about it today. And and something that I want to start this out with today is really the idea of how much we use technology in our everyday lives and how much ⁓ convenience the American citizen is after. We want efficiency.   Nikki Mack (03:16) Yeah.   Tiff (03:37) We want convenience. We do a lot. We jam as much into our days as we possibly can. And so being able to use technology severely impacts our worlds. And gosh, even this morning we do every Friday, we do like our f our Friday fun Friday. What's the most fun thing we did? And Diana, one of our consultants on our team, she's like, gosh, this week I ordered my groceries and they were delivered to my house. And she's like, that was life changing because she's a busy mom.   And I was like, that's so funny. And then today we're talking about this. I mean, gosh, technology. We're ordering, we're ordering our groceries, we're ordering Amazon. Like, how much stuff do you order on Amazon even when you want to support the other, the other companies and the other stores? But how much are we ordering on Amazon? Because it's easy, that ease of access. We're scheduling as many appointments online as we can. I just paid a bill to my healthcare office online and making sure that we can do all of these things from our phones.   in the most convenient ways as possible has become such an industry standard and a and a life standard for so many of us. I want to chat about that today within the dental industry. And Nikki, you said something before we got on, you're taking some notes, you're doing some things, and I I want to highlight that note because first we'll go through kind of like what is technology, Nikki, in your in your world and the practices you're working with, how do you see practices really using   Nikki Mack (04:47) Yeah.   Tiff (05:01) technology in that fashion, like for efficiencies, for conveniences, what are you seeing in the dental industry that people can implement within their practices?   Nikki Mack (05:11) So I think the key when we talk about it is we want to do things that make it easier for us and convenient for the patient, right? Like those should be kind of the two, I feel like key core pieces before we use anything. But   We also have to keep in mind that technology doesn't have to replace that personal touch. Like they're still coming to see us. I'm still gonna greet them at the front desk, right? We're gonna ask how their vacation was. They're a part of our practice. But people do want that convenience and you want to help the office. So I see it in ways that can help the team be more efficient. ⁓ with like virtual appointment assistance, right? Online appointments. my gosh. I mean, in 2026, I can book my oil change.   online right i don't even have to call the auto shop   for that. People want to be able to book it online. And then that's one less phone call that you have to take that you can be interacting with a patient, right? Face to face, engaging. So a lot of ⁓ online appointment scheduling, ⁓ bill portals, billing reminders, being able to send off statements, people can respond to the link in that text and pay for it. ⁓ all of those kind of pieces usually are the key. And then not quite our topic today, but   with diagnostics, right? There's a lot of technology available that can really help you get some valuable information to put in front of the patient too. But that leads us back to efficiency, right? And offering that convenience to patients. So I think it's really those touch points is where I see it the most.   Tiff (06:25) Yeah.   Yeah.   Yeah,   I agree. And I think you you touched on that like AI component for the back office for diagnostic tools. We have we talked about earlier, you know, the scanners. We have all of these digital ⁓ so we say tech, right? But really we're talking about like digital technology, right? Because tech can be so broad. So we have all of these digital resources that really do c ⁓ create conveniences for the patient.   And I think we undervalue even Nikki, what you just said, we ha we have them in the back office for diagnostic tools. I think we undervalue the convenience that that can create for our patients because the convenience of understanding, I'm not la I'm not logically sitting here thinking with my forefront brain, wow, being able to see this on the on the screen is so convenient and it's making my life so much easier. But me being   Nikki Mack (07:25) Mm-hmm. ⁓   Tiff (07:29) A person who can understand this, do it in an efficient and an effective way, move my day quickly, say yes to scheduling, say yes to being healthier because I can visually see it. That's convenient and it's making my experience better. And it's also to your point, Nikki, all of those conveniences, appointment ⁓ scheduling online, confirming our appointments online, paying our bills online, seeing the   Seeing the AI version of my mouth, seeing how my teeth have changed, all of those things are cutting down on the effort that the human is having to put out so that that bucket of time and energy and capacity that has been left because we were using it on something else. Now we filled this capacity bucket with extra time. I can now sit as a dental professional and spend more time connecting.   with the human across from me because I'm not spending the time on the phone calling to schedule the appointment or answering to schedule the appointment or doing all these pieces. So not only is it more convenient, effective, and efficient for the patient, but the team is getting some time back as well when they're used correctly. And I think that's huge. I think it makes a massive difference.   Nikki Mack (08:47) my gosh, it's   it's so massive. I think people outside of dental probably don't realize it, but all of us in it, we know it, right? We live it. The single most valuable thing in a practice, in my opinion, is time because it doesn't matter if you're a one provider, four op practice, or if you have six providers and twenty-five ops or three locations, right? In dental, like   Tiff (09:02) Yeah.   Yeah.   Nikki Mack (09:11) Honestly, every minute adds up. Every right, that's why we don't want popcorn assistants who have to keep getting ⁓ things that we need for the treatment. It's why we want to be able to get a hold of a patient for a balance or an appointment so we're not circling back. Like time is so important. And if we can find these opportunities that give us some of that task time back and allow us, to your point, to   Connect with the patient, right? That's face-to-face time. That's patient time. That's such a win. And if that can also be something that's convenient for the patients and give them time back in their life, because who has time to sit and wait on hold? Right. They understand you're busy, but they might have a job too. So if I can pop online, get my question answered by you, it's win-win, in my opinion. Like it just works.   Tiff (09:57) I agree.   I completely agree. And on the flip side of that, well, I think I have two, I have two thoughts. So one thought is I have so many team members that and I would be this team member. I think if I weren't consulting and I didn't get to see it implemented in so many offices and so many practices correctly and effectively and work, I would be the team member that's like, heck no, you are not scheduling on my schedule without me doing it. I want the control, right? That that would be me. I don't even let   Nikki Mack (10:20) Yeah.   Tiff (10:27) the team schedule on my schedule right here. Like I am a control freak when it comes to my schedule. So I would be that team member, but I do have the availability to see it in so many different practices all over the country, even outside the country. We've got Canadian practices that are doing the same stuff we're doing. And I do get to see it work really well. ⁓ so I know on one side the teams are like, Tiffanie, Nikki, stop.   Nikki Mack (10:55) Okay.   Tiff (10:55) Do not, right?   There there's so many team members that are like, do not. And I want to say that there is friction and friction can cost time and money, right? If the systems and this is Nikki's gonna talk about this a ton, but if the systems aren't right and we're not using the tool correctly, then there's friction. And what I mean by that, I have two personal stories that actually line up with this so beautifully.   My first story is, ⁓ my fiance, he's got he's got two kids, wonderful human, beautiful children. His son needs ortho. Right. And so mom's like, Okay, took him to the the orthodontist, he's gonna get brackets on. It was yesterday, so it was a week from a week from the day. She's like, You just have to you have to call, set up the payments on your half or whatever, or pay it. He's like, Great, I'm gonna pay it. This man, I j I got home yesterday from travel. I said, Hey, Bryce, you know, Bryson got his his   Brackets on, did you were you able to go to pay them? Because when I left last week, he tried calling them. The gal who answered the phone like, you know what? The girl who takes care of that, she's with a patient right now. She's gonna have to call you back maybe tomorrow. He's like, That's weird. Okay. He's a financial advisor. And so he's like, people are trying to give you money, take the money, right? So he's like, What is going on here? Like, what are these roadblocks? Yeah, like take the money. There should be some system. He's literally sat in our living room and said, I don't understand there should be some sort of system set up   Nikki Mack (12:14) Really? my goodness.   Tiff (12:24) But there's a if she's not free, someone else can take it. And I was like, Yes, system, you're you're right. You've been listening. So then I said, Okay, did they call you? He's No, and it's Friday. I tried calling them, they're closed. I was like, that's weird. So then fast forward, I'm gone for a couple days this week. I get home yesterday. I'm like, Did you ever pay them? He's like, I literally had to track them down to get them to take my money. And I thought,   Nikki Mack (12:31) Mm-hmm.   Tiff (12:49) That patient experience, right? That parent experience, patient experience at this orthodontist has been so not ruined, but impacted because the barrier to entry was so difficult, right? And I'm like, gosh, if they could have just sent a link, or taken the number over the phone is one thing, but if they could have just sent a link, he could have taken care of it, it would have been done, nobody would have thought twice about it, he wouldn't have been frustrated because he doesn't.   have none of us have time to your point to call the practice and hunt them down to pay our bill right so that's my first story my second story is a bill I paid right I just told Nikki about this I'm like I paid I had a small bill due with my primary care physician I got the text or I got the email yesterday I was like this is phenomenal I love this right yes I will pay my bill so I pay it great got the email back it's taken care of well   Nikki Mack (13:28) Okay.   Tiff (13:45) 10 minutes before we get on this podcast call right now, I get an email. Same email. You have the same amount of money due to the primary care physician. And I'm like, well, this is frustrating because the barrier, again, the barrier of entry, right? And so efficiency matters. And then being able to use the efficient efficiency tools really matters because when   We go in thinking this is phenomenal. I'm gonna take care of this. This is great. It's gonna be so easy. But then it becomes difficult. That difficulty out of when you when you come off of using something that should be convenient, it was less convenient for me to try to answer a call for you to try to collect over the phone than for me to have used a tool, thought it worked, and now I'm frustrated that it didn't work. Right. So now I'm emailing them and trying to track them down to ensure they got my payment.   Nikki Mack (14:22) Mm-hmm.   Tiff (14:38) So that I'm not double paying. So the barrier of entry there on a tool that is supposed to be convenient, it's supposed to help me, causes more frustration when it's not used correctly than not using it at all. Does that make sense, Nikki?   Nikki Mack (14:54) It does.   Yep. A hundred percent. And I think this is where, ⁓ hopefully I'm not jumping ahead. This is where I think systems come into play. Look, if you've listened to a podcast, you've heard us talk about systems, right? But this is why systems are so important. my teams have heard me say this a million times already. Any great system is a bad system if we don't use it.   Tiff (15:00) No, do it. Yeah.   Nikki Mack (15:15) Right. And even when we talk about these technology options, they're so fantastic and they can really help support our systems and save us time. But they're not just going to automatically replace them. You have to be really intentional with how are we using it. ⁓ I actually you made me think of ⁓ with the online scheduling and and the tools. So   I've helped lots of offices implement online scheduling. And guys, I remember I sat at the front desk and I absolutely same thing heard like, we're gonna use this. And I was like,   a good idea. I think that I'll just handle all of that scheduling because I control the schedule and I know what's best. And you do, not to take away from that. You get it. But it doesn't mean there's not support. So anytime with a practice where with that example we roll online scheduling out, guys, we don't have to let it schedule everything to start.   We can just do new patients. We have blocks in our schedule. We know where they can go. We allow them to schedule appropriate. We can do recare exams. We put blocks in our schedule. We use the parameters built into that technology to only allow it in certain places. And then guess what? If a patient has an appointment request that's outside of those parameters, then they'll call the office because we still exist for a reason. And then we're there to help them.   get into the right place. So it doesn't have to be all or nothing. We use our systems, we identify where there's a pain point, and how can we use the technology available to us to alleviate that so that everybody wins and has that opportunity. And if someone hates scheduling online, my mom does. She can't stand it. It's she's so adorable. We just learned emojis, you know, so you know what world I'm in. It's a fun time. But she's never going to schedule an appointment online. She's not going to log into my chart.   She's just not gonna do it. Guess what? She can call her office. Right. We have those options to meet all of our patients where they are and give the best experience and set ourselves up for that success. So   Tiff (17:13) And to that point, when your mom does call the office to schedule, that team has more time to spend with her creating that value in that relationship and hand holding to schedule the appointment because other people are scheduling online. They're not on the they're not on the phone or the phones union or or whatever while she's calling because they're able to use this conveniency tool in other areas. Yeah.   Nikki Mack (17:38) Yep.   Tiff (17:39) When you say system, I think, gosh, everyone, every doctor that comes to Dental A Team says, I need systems. And I want to break that down because a system could be anything, right? I have a system for the way I wake up in the morning. I get up and I do the cat litter and I do the dishes and I do the laundry and I do the this and I do the that. But the system that we're talking about is an SOP, you guys. I think every doctor knows what an SOP means. An SOP, a standard operating protocol.   So a system, are your systems working for you? Is it do you know what that means? Do you know what it means to utilize the tool? How do you what is it? Why are you using it? What is the end result? So what is it supposed to be creating for you? If you've got, you know, patients, patients want to be able to schedule online. They want to be able to pay their bills online. They want to be able to text you. They want to be able to use these tools.   In an effective manner. So why are we using it? What is the end result we're after? We're after being able to confirm our schedule without having to pick up that phone. Right? Great, let's work backwards from there. What are the steps that it what are the tools? What are the steps? What is the accountability? Okay, because that accountability space it solves the no one ever uses this, it sucks, everyone hates it, and every time that they try to use it, it's broken. Anything   Nikki Mack (18:50) huh.   Tiff (19:02) Everyone, always, every time, no one, those like definitive words mean I am speaking to you from a pace place of emotion and I don't have a lot of data to back it up. So when we have when we have the accountability built into it and the data to back it up, we can say, is this tool the right tool for us? So there are there are multiple scheduling platforms.   Nikki Mack (19:15) Yeah, nine times out of ten. Absolutely.   Tiff (19:29) The first one you choose might not be the right one. It might not work the way that you want it to, but knowing what that end result is supposed to be to be able to say it is or is not working and not just an emotional say, I'm saying with data, these appointments are not working. Let's try a new one. It's a it's a give and a take there. So when we say the system has to work.   You've got to know what that means. You've got to create a protocol around it and create the accountability measurements to be able to say that it is or isn't working. And then patients aren't feeling the frustration of the tools not working, or if they are, that's your data point, right? Where is where are the frustrations for the team and the patient coming up? And Nikki, that's where you said take inventory.   What's not working right now, what's causing frustration right now, and the phones ringing off the hook seem to be causing frustration. Great. How do we solve that? And then how do we measure it to make sure that it's working? And Nikki, when you say, or when I ask frustration, right? When I ask frustration, what are some of the frustrating key points that you see patients come back to offices with that tells you?   Nikki Mack (20:33) Yeah.   Tiff (20:43) You know, this system's not working. You're consulting a practice and they're like, Gosh, my patients do this, this, this, and this, and you're like, Your system is not working. We've got to tackle the system, meaning the SOP, not the person. Where do you see those frustrations the most frequently?   Nikki Mack (20:59) You know, it's funny because actually I'm gonna refer back to your ortho team example. I think honestly that's usually it. And here here's the thing. don't mishear me. I love having somebody that's responsible for certain things, right? Like we have our new patient care coordinators, we have our treatment coordinators, we have in ortho, right? There's usually the money girl, I was the money girl, right? Did that time. that's important because patients need to have someone that they can ⁓   Tiff (21:06) Yeah.   Yeah.   Nikki Mack (21:25) Refer back to, connect with, knows what's going on, right? However, it's that's usually the gap where if that person is busy or if that person is out, ⁓ we don't have a system in place to be able to support that gap. Now, let's say that your fiancé was calling and said,   I don't understand my portion. I have questions about what I owe. I want to review the insurance coverage. Guys, 100% that needs to go to your person that knows it, right? Because this is efficiency. This is consistency. Give them that answer. But if he's just, I just need to pay my balance. If we can't do that.   Within a few days, right? There's a gap in that system. And that's not to say this office isn't fantastic, right? Because things happen. We get busy. We it's summer, everybody wants their braces on, you know, someone went on on vacation, all those pieces. But that's what systems and SOPs are for, to fill those gaps when something comes up. So when we want to fix that, it's usually we have someone who does that and they're not available.   Tiff (22:12) Yeah.   Yeah.   Nikki Mack (22:32) That to me is I think the most requested. Like we have unscheduled treatment to call on because our person is busy, right? And can't follow up on everything. So it's usually the follow-up piece with the patients when we're talking front office.   Tiff (22:46) I totally agree. I totally agree. Mickey, this was fun. Thank you. I love talking tech and I love I love more than anything, and I think the listeners probably know this, ⁓ efficiencies. If I can create more efficiency in my life, I'm I'm a I'm a happy girl. ⁓ I can't I can't operate outside of efficiencies. My brain just doesn't do it. So it's where my control comes into play. ⁓ but I would say guys, like   Nikki Mack (22:49) Yeah.   Tiff (23:11) Patients want convenience. Patients want to be able to do everything from their phone. We have we have miniature computers that we carry around in our pocket all day long. It's 2026 at the time of recording this. We do not want to like get on the phone and actually talk to people majority of the time. I would say at least 90% of us can say, without a shadow of a doubt, 90% of the time I'd rather handle it on my phone.   than having to handle it over the phone. So I would take a look, you guys, your your like actionable pieces here, your action items are to really take a look and take inventory of like a spot audit. Where do you already have tools? Are they being used and are they working? And where could another tool be beneficial to your patient base and your team? It shouldn't   One should not weigh the other. It should be beneficial for both your patients and your team. It should not cause an inconvenience or a frustration to either space. Patients want easy, teams need systems, the trust is still there. And I would say take inventory, go look at the companies, vet your companies, have your team vet your companies, and decide what the next tool is. Not tools are, the next tool is.   Nikki Mack (24:14) Mm-hmm.   Tiff (24:24) that you're going to implement with success creating that system around it. Nikki, what are your final words? What do you have for them as a parting gift at the end of this podcast?   Nikki Mack (24:33) Parting   gift. I honestly I would say I think Tiff, you nailed it. And just remember, ⁓ like she said, trust still wins, right? Technology can do a lot, it can help us, it can make us more efficient, it can enhance the experience. But you guys are still deprived. The patients come back for you. It's that in-person experience. Don't let this take away from the care and the attention and comfort that you're giving to your patients because you guys are why they come back. You rock.   Let this help you just be even better.   Tiff (25:05) I agree and let them be able to see how much you rock. Because for example, to detour our wrap-up, the ortho practice, my first question when he said he was struggling to pay was wait, the dentist that we trust, he's the one that referred this practice, right? We didn't search them out on our own because now I only trust them because of the referral source, not because of the the ⁓ relationship that has been built. So to that point.   Nikki Mack (25:13) Ha ha ha.   Tiff (25:34) Build the relationships, allow your tools to be able to allow for a better relationship and that humanity to come back into play. I love it. Thank you, Nikki. Listeners, this is what we do. You heard Nikki talk about the practices that she's helped implement these tools. You heard her talk about her consulting. You guys, this is what we do. We focus in on your patient journey. We focus in on the relationships that you're building and we create system and tools side by side with you.   Nikki Mack (25:42) Yeah. Thanks for having me.   Tiff (26:00) That you can implement with your teams, your practices for complete success. And we always have that layer of accountability wrapped in. You guys don't even hear a podcast that doesn't come with actionable items. So just know we're here. We're here to help you solve the gaps. We're here to help you see how you can you guys run a more efficient, efficiently run practice, a happier practice, a   Whatever practice it is that you want, we're here for that. So please reach out. Hello@TheDentalATeam.com. We're always here to spread some sunshine in your lives and give you a little bit more patient journey and five-star patient Hello@TheDentalATeam.com, drop us a five-star review below. Let us know what you're using. People do read those, they look for those tools as well. So let us know what you're using, what's working for you, and we'll catch you next time. Thanks everyone.   Nikki Mack (26:47) Thank  

布姐的沙發
EP481 | 回顧:用閱讀與分享,打造不一樣的職場影響力 feat.《下一本讀什麼》瓦基 Waki

布姐的沙發

Play Episode Listen Later Jun 30, 2026 27:40


Comiendo con María (Nutrición)
2312. Caso real de Mónica. La paciente que despertó el TCA por su médico.

Comiendo con María (Nutrición)

Play Episode Listen Later Jun 29, 2026 17:30 Transcription Available


¿Te han dicho alguna vez que "quitarte los hidratos" es la única solución para la resistencia a la insulina o la inflamación? Cuidado, porque a veces el remedio puede ser peor que la enfermedad.En el Caso Real de esta semana en Comiendo con María, analizamos la historia de una paciente de Mónica de 30 años que llegó a la consulta atrapada en un laberinto de síntomas: inflamación crónica, náuseas matutinas, dolor menstrual extremo e hígado graso. Tras ser diagnosticada con resistencia a la insulina, recibió una recomendación médica fulminante: hacer una dieta antiinflamatoria y eliminar los carbohidratos por completo.El gran problema es que este consejo ignoraba su historial previo de Trastorno de la Conducta Alimentaria (TCA), reactivando su miedo a la comida y empeorando su malestar físico y emocional.En este episodio descubrirás:El peligro de las restricciones generalizadas: Por qué prohibir alimentos no siempre es la solución para desinflamar.El poder de reintroducir los carbohidratos: Cómo enseñamos a la paciente a comer hidratos de calidad sin miedo y sin perjudicar su glucemia.El diagnóstico clave: Cómo atamos cabos analizando su dolor, sus reglas abundantes y su resistencia a la insulina hasta confirmar un Síndrome de Ovario Poliquístico (SOP).Sanar la relación con la comida: Estrategias para pasar de comer con culpa y ansiedad a disfrutar de platos completos y saciantes.Si tienes problemas digestivos, desajustes hormonales, o sientes que vives en una dieta constante que solo te genera estrés, este episodio es para ti. Aprenderás que la salud no se consigue dejando de comer, sino entendiendo y nutriendo a tu cuerpo.¡Dale al play y acompáñame en este nuevo análisis clínico!Conviértete en un supporter de este podcast: https://www.spreaker.com/podcast/comiendo-con-maria-nutricion--2497272/support.

United Public Radio
Negotiating Happiness Ep 74 - Brittney Ashley_ Creative Dynamics_ The Workflow-First Approach

United Public Radio

Play Episode Listen Later Jun 29, 2026 58:43


In this episode of Negotiating Happiness, host Adriana is joined again by Brittney Ashley of Creative Dynamics for Part 2 of their four-part AI series—shifting from curiosity to implementation with a workflow-first approach. Instead of shopping for an AI tool and hoping it finds a job, they show you how to start where the work already is: identify the tasks that eat up time, create bottlenecks, or drop balls, then decide whether automation, AI support, or a human-led process is the right fit. They break down six repeatable workflow areas in service businesses (intake, quoting, follow-up, customer support, content, and hiring), explain how to think in layers (SOP, process, system) so you don't add AI on top of chaos, and clarify when to automate vs when to augment. You'll also learn how to avoid tool sprawl and measure ROI in plain terms—hours back, fewer slips, and quicker replies—ending with a simple 30-minute workflow audit to help you pick your first “AI-worthy” project. Who is Brittney? Brittney is an enthusiastic multi-passionate entrepreneur on a mission to revolutionize the business game. With the work landscape changing at warp speed, it's high time we team up to make our dreams a reality. Beyond the business hustle, Brittney is a proud Metis mama with a bundle of experience in diverse sectors (yep, including tech), a certified Business Coach (ACC Accredited) and an Imposter Syndrome coach. Creative Dynamics started as a passion project, aiming to empower fellow moms to work from home. It evolved when Brittney spotted a gap in finding rock-solid team players. Picture Creative Dynamics as your full-service boutique-style crew, spread across Canada to supercharge business owners. At Creative Dynamics, their values are simple: dedication, reliability, and an unwavering commitment to learning, all in the name of tending to business needs. Don't worry if you can't tune in live — you can always catch up later on SoundCloud or other platforms. So mark your calendars and join us for an inspiring conversation! Follow me on all streaming platforms or keep up with additional posts on Instagram and Facebook!

TIQUE Talks
229. Hot Take: You Need SOP's

TIQUE Talks

Play Episode Listen Later Jun 26, 2026 13:39


→ Grab Your Ticket to The Travel Business Intensive! Early bird pricing of $295 available through July 14!You asked for SOP templates. You downloaded the SOP templates. You have not touched the SOP templates. Sound familiar? In this Hot Take, Jennifer and Robin are here to give you the loving kick in the pants you need, because your business cannot scale, hire, or sell if every process lives inside your head. You'll learn how to use AI and a dictation tool to crank out three SOPs in a 30-minute gap between meetings, why you should document before you automate, and how to keep your SOPs current without a total overhaul every year. Bottom line: your client experience, your financial health, and your ability to grow all depend on having documented processes. The good news? It has never been easier to build them!Resources Mentioned In This Episode:ClickUp Business Hub TemplateJoin the Niche CommunityFOLLOW ALONG ON INSTAGRAM @TiqueHQ

台灣最前線
【台灣最前線】2026.06.25 雨炸內湖釀災!蔣SOP鬆毫無預警? 國昌步柯後塵?藍側翼打秦藏陰謀?

台灣最前線

Play Episode Listen Later Jun 25, 2026 98:25


Nutricion al Dia
260625 Jueves Trastornos Femeninos

Nutricion al Dia

Play Episode Listen Later Jun 25, 2026 111:05


El síndrome de ovarios poliquísticos o (SOP), es un trastorno endocrino asociado a diversas manifestaciones metabólicas, reproductivas e, incluso, psicológicas. Se trata de un trastorno hormonal que aparece especialmente en mujeres en edad reproductiva. El Síndrome de ovario poliquístico se sucede cuando los ovarios producen más hormonas masculinas (andrógenos) de lo que se considera normal, por lo que tienen mayor dificultad para liberar óvulos correctamente. Esto provoca que queden atrapados en el ovario rodeados de líquido y causen el crecimiento de quistes. Puede obtener este Programa en LA Farmacia Natural en Los Angeles, Van Nuys, Huntington Park, El Monte, Arleta, Pico Rivera, Long Beach y en Burbank o llamando a la Línea de la Salud, al 1-800-227-8428 si desean que se lo enviemos a su casa.

Screw It, We're Just Gonna Talk About Spider-Man

The Milksops go over Mind MGMT #3! The chase continues as Mera gets closer to learning about Henry Lyme!  In Loose Screws we discuss the book There Is No Antimemetics Division and the film Disclosure Day. ------- Sop-scribe to support the show and for bonus episodes at https://www.screwitpodcasts.com/ There's link to our free Discord there too! Email us at screwitcomics@gmail.com

Builder Stories
How to Step Back From Your Business Without Watching It Fall Apart | Felipe Freig of Versa Method Coaching

Builder Stories

Play Episode Listen Later Jun 24, 2026 29:59


As the leader of Versa Homes, Felipe Freig builds multimillion dollar homes for executives and entrepreneurs. He dialed in the systems behind those builds so completely that he was able to step back from the daily grind. So he launched Versa Method Coaching to hand that same playbook to other contractors. In this episode he gets specific about what actually keeps a building business profitable. In this episode you will learn: Why Felipe calls "transparency" a "crock" in the construction industry Why Felipe commits to a fixed price on multimillion dollar custom homes when almost no luxury builder will What luxury clients actually want instead of a line by line breakdown The one number Felipe says no client should ever see, and why showing it loses you the job The full SOP library running Felipe's company, and how a builder could soon have it dropped straight into their own system Listen to the episode to learn more. Resources: Learn more about Versa Method Coaching here.

台灣向前行
【台灣向前行】 2026.06.24 秦慧珠開撕粉專!"黑手"呼之欲出? 葛如鈞連爆爭議?該向白營求饒?

台灣向前行

Play Episode Listen Later Jun 24, 2026 74:42


☆歡迎大家按讚、訂閱、開啟小鈴鐺☆

Nutricion al Dia
260624 Miercoles Trastornos Femeninos

Nutricion al Dia

Play Episode Listen Later Jun 24, 2026 117:39


El síndrome de ovarios poliquísticos o (SOP), es un trastorno endocrino asociado a diversas manifestaciones metabólicas, reproductivas e, incluso, psicológicas. Se trata de un trastorno hormonal que aparece especialmente en mujeres en edad reproductiva. El Síndrome de ovario poliquístico se sucede cuando los ovarios producen más hormonas masculinas (andrógenos) de lo que se considera normal, por lo que tienen mayor dificultad para liberar óvulos correctamente. Esto provoca que queden atrapados en el ovario rodeados de líquido y causen el crecimiento de quistes. Puede obtener este Programa en LA Farmacia Natural en Los Angeles, Van Nuys, Huntington Park, El Monte, Arleta, Pico Rivera, Long Beach y en Burbank o llamando a la Línea de la Salud, al 1-800-227-8428 si desean que se lo enviemos a su casa.

SYSTEMIZE YOUR LIFE WITH CHELSI JO
EP 582 // How To Organize Your Business With Standard Operating Procedures

SYSTEMIZE YOUR LIFE WITH CHELSI JO

Play Episode Listen Later Jun 23, 2026 17:35


You have been meaning to get your business out of your head for a while now. You know it needs to happen. You know that if you ever want to hand anything off, there has to be a system someone else can follow. But every time you think about actually building one, it feels like a whole project and you already have enough of those. This episode is going to change that. Chelsi is walking through exactly how to build a standard operating procedure from scratch, live, in real time. Three steps. A task you already know how to do, Loom, and Claude. By the time you finish listening, you will have everything you need to build your first SOP today. xoxo, Chelsi Jo . . . . . Build the workflows that make your business run without you in a free Workflow Workshop

Keep What You Earn
Stop Leaving Money on the Table: Optimize Patient Experience and Team Accountability

Keep What You Earn

Play Episode Listen Later Jun 23, 2026 50:48


Many med spas spend heavily on attracting new patients while overlooking one of the biggest growth opportunities already inside the practice: the existing patient base. Sustainable esthetic practice growth doesn't come from acquiring more patients alone—it comes from creating an experience that keeps them coming back.  In this episode, I sit down with Abby Honaker, President of Partner Success at Pink Sky, to discuss how practice owners can improve patient retention, strengthen provider accountability, and create systems that support long-term growth. We talk about everything from provider utilization and compensation structure to treatment plans, patient outreach, and building a service experience that drives loyalty.  Every Patient Interaction Should Move the Journey Forward  One thing I constantly see is that medical aesthetics is failing to maximize each patient interaction. Whether it's recommending skincare, discussing future treatments, or helping a patient understand their long-term goals, every touchpoint is an opportunity for education and deeper engagement.   The strongest practices don't treat visits as one-time transactions. They create intentional patient journeys with clear next steps, personalized care plans, and a consistent service experience that encourages rebooking and patient loyalty.  When patients understand where they're going next, retention and revenue improve.   Retention Is Built Through Systems, Not Hope  Patient retention isn't accidental. It comes from clear processes, team training, and data-driven decisions.  • Train providers and front desk teams on every service offered • Use targeted marketing and patient outreach to reactivate inactive patients • Build treatment plans that extend three, six, or nine months into the future  • Track rebooking rates and provider utilization regularly • Create membership programs that support long-term engagement • Standardize scripts to improve consistency across the patient journey  The practices that maximize revenue are often the ones that create predictable systems around the client experience.  Providers Should Be Advisors, Not Order Takers  Patients don't come to your practice because they're experts in treatment planning. They come because you are. That means providers should confidently recommend the care they believe will produce the best outcome rather than allowing patients to "order off the menu." Whether it's upselling skincare, integrating wellness services, or recommending additional treatments, education is part of delivering high-quality care.  Avoid making assumptions about what patients can or cannot afford. Present the best recommendation, explain the value, and allow the patient to decide what works for them. Data Creates Better Decisions—and Better Outcomes  Successful med spa practices combine exceptional care with strong operational discipline.    As your med spa scales, creating a profitable exit—or simply building a more sustainable business—depends on having systems that support both the patient experience and financial performance. The goal isn't simply to add more services. It's to build a practice where every touchpoint strengthens loyalty, improves outcomes, and supports long-term profitability.  Follow Shannon & Keep What You Earn:   Shannon Weinstein is the founder of a fractional CFO firm specializing in helping 7-figure aesthetics and wellness practices scale with clarity, cash flow, and confidence.  Shannon is committed to helping med spa owners understand, fix, and maximize their business's enterprise value, offering actionable advice and resources, including a popular free video series specifically for aesthetics practice owners.  Connect with Shannon: Fractional CFO Services and Executive Financial Review: https://www.keepwhatyouearn.com/  Connect with Shannon: https://www.linkedin.com/in/shannonweinstein  Watch full episodes: https://www.youtube.com/@KeepWhatYouEarn  Listen on your favorite podcast app: https://pod.link/1580071347  Instagram: https://www.instagram.com/shannonkweinstein/  The information shared is for educational purposes only and is not individualized financial advice. Aesthetics practice owners should consult a qualified professional before implementing financial strategies discussed here.  About Abby Honaker:  Abby Honaker is an aesthetics, wellness, and longevity strategist with more than 25 years of experience building and scaling healthcare businesses. Since 1998, she has worked across multiple sectors—including plastic surgery, dermatology, chiropractic, dental, aesthetics, wellness, and fitness—bringing a unique blend of clinical expertise and operational leadership to every stage of growth.  A business graduate with more than 40 certifications spanning nutrition, health coaching, personal training, and athletic performance, Abby Honaker has launched multiple wellness clinics, helped lead her family's dental practices, and opened her own med spa after becoming a Master Aesthetician and Laser Technician.  Having served in nearly every role within a practice—from provider and patient coordinator to brand manager, owner, consultant, and marketing lead—Abby Honaker specializes in helping clinics optimize operations, improve profitability, and scale sustainably. She is known for implementing modern growth systems, including AI-enabled operations, technology integrations, SOP development, and revenue strategies that support both expansion and successful exits. Connect with Abby:  Instagram: https://www.instagram.com/abby_honaker/  LinkedIn: https://www.linkedin.com/in/abby-honaker-38bb1775/  Website: https://pinksky.life/ 

Simply Trade
[TIPS] Why Trade Compliance SOPs and Manuals Matter

Simply Trade

Play Episode Listen Later Jun 23, 2026 19:58


Host: Lalo Solorzano Guest(s): Denise Published: June 23, 2026 Length: 19:24 Presented by: Global Training Center Summary Trade compliance manuals and SOPs may not be the flashiest part of an import/export program, but they are among the most important. In this episode of Simply Trade Tips, Lalo Solorzano sits down with Global Training Center instructor Denise to discuss why written procedures are essential for keeping trade compliance consistent, repeatable, and scalable. Denise explains that compliance does not live only in the compliance department. It touches purchasing, shipping, customs entries, finance, recordkeeping, screening, escalation, training, and more. When those processes are not documented, companies rely too heavily on memory, tribal knowledge, and “the way we've always done it.” That creates risk when employees leave, roles change, products expand, or regulations shift. This episode breaks down the difference between a compliance manual and an SOP, what each should include, and where companies should start if they do not already have a formal program in place. The key message: SOPs are not just paperwork. They are the operating system that helps a trade compliance program run with control, clarity, and confidence. Main Topic / Discussion This episode focuses on how companies can build stronger trade compliance programs by documenting their processes through compliance manuals and standard operating procedures. Denise explains that a compliance manual is the big-picture document. It outlines the company's overall approach to trade compliance, identifies responsibilities, explains key risks, and describes how import and export issues are handled. SOPs, on the other hand, are the step-by-step instructions for specific tasks such as product classification, restricted party screening, export reviews, import entry audits, recordkeeping, escalation, and corrective actions. The conversation emphasizes that SOPs should be practical, clear, and specific enough for a new employee or backup team member to follow without guessing. The episode also highlights why the people doing the day-to-day work should be involved in creating these procedures, since real-world input makes the documentation usable rather than theoretical. Key Takeaways • Trade compliance touches many departments, not just the compliance team. • Undocumented processes create weak points, especially when employees leave or roles change. • A compliance manual provides the big-picture map of the company's trade compliance program. • SOPs provide the detailed step-by-step directions for specific compliance tasks. • Companies should start by documenting their highest-risk areas first, such as classification, screening, licensing, recordkeeping, entry reviews, and audits. • SOPs should include ownership, triggers, steps, required records, exception handling, escalation paths, systems, references, and revision history. • Written procedures make training easier, audits smoother, and compliance more consistent. • Strong documentation helps leadership see where risks exist and gives the program room to scale. Resources & Mentions • Global Training Center • Import Compliance Training • Export Compliance Training • Trade Compliance Seminars Credits Host: Lalo Solorzano – LinkedIn Guest(s): Denise Smalls Altagracia – LinkedIn Producer: Lalo Solorzano

The Thoughtful Entrepreneur
2448 - Creating Clarity and Structure for Service-Based Entrepreneurs with Inspired Growth's Jillian Bailey

The Thoughtful Entrepreneur

Play Episode Listen Later Jun 22, 2026 21:50


Reclaiming the Driver's Seat: Operational Engineering for Service Entrepreneurs with Jillian BaileyIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Jillian Bailey, the founder of Inspired Growth, to dismantle the systemic operational chaos that frequently caps the revenue and sanity of service-based business owners. Jillian, a veteran corporate architect and systems designer, specializes in helping founders transition out of the exhausting "freedom trap"—the painful irony of leaving a corporate job to achieve lifestyle flexibility, only to become the most overworked, manual operator in their own enterprise. This conversation provides an essential operational roadmap for consultants, agency owners, and service professionals who are ready to eliminate decision fatigue, build automated standard operating procedures, and transition their companies into self-sustaining corporate assets that scale predictably without their daily physical intervention.The Architecture of Order: Systematizing Client Journeys and Eliminating Technical FrictionThe primary constraint strangling the valuation of a scaling service enterprise is almost always the founder's tendency to treat every operational task as a unique, high-touch event that requires their personal approval. Jillian Bailey notes that running an organization without documented workflows inevitably forces the executive team into a cycle of constant, reactive firefighting, which destroys cognitive capacity and introduces massive friction into customer-facing operations. True enterprise scalability is achieved when leadership steps away from the daily minutiae to conduct an honest, top-down audit of the company's ecosystem—mapping out every distinct process from initial lead generation to long-term client onboarding. By transforming fragmented knowledge into clean, repeatable Standard Operating Procedures (SOPs), business owners remove personal bias from the frontline, ensuring that the brand delivers a uniform premium experience while dramatically reducing administrative friction.Transitioning an enterprise away from founder-dependency requires a disciplined, non-negotiable dedication to leveraging data-driven technology stacks and automated payment pipelines. Many service providers accumulate severe operational debt by attempting to manage complex scheduling, multi-system client communication, and monthly invoicing manually, assuming that software integration is a luxury reserved only for larger corporations. Real-world profit optimization is unlocked when an organization systematically connects tools like Calendly, Dubsado, and Zapier to automate back-office admin tasks, building a resilient digital infrastructure that moves client delivery along automatically. When independent software modules handle these repetitive pipelines in the background, the business naturally minimizes transaction errors, protects its gross margins against inflation, and frees the internal workforce to focus purely on high-yield strategic initiatives.Sustaining this optimized momentum demands that executive leadership actively cultivate a transparent corporate culture that normalizes behavioral vulnerability and rejects the toxic, un-scalable myth of the perfect founder. When corporate managers hide internal bottlenecks or attempt to absorb operational errors out of fear, it creates silent cracks in the business infrastructure that eventually lead to severe team attrition and severe leadership burnout. Establishing clear, high-accountability feedback loops and celebrating transparent, honest error reporting allows corporate teams to address underlying system failures rather than masking immediate symptoms. When an enterprise synthesizes this authentic communication philosophy with empirical operational diagnostics—such as comprehensive efficiency audits—the business naturally expands its enterprise value. This proactive governance converts the corporate asset from a time-consuming job into a highly automated, passive engine designed to predictably fund the lifestyle of its owner.About Jillian BaileyJillian Bailey is the Founder and Chief Operations Consultant of Inspired Growth, and a premier authority on systems engineering and lifestyle restoration for overwhelmed service entrepreneurs. Drawing from a deep background in corporate lifecycle dynamics, workflow design, and operational psychology, Jillian specializes in helping high-performing founders replace chaotic daily firefighting with permanent, scalable infrastructure. She is a dedicated advisor focused on helping business leaders establish clear operational boundaries, implement high-yield automation, and reclaim true professional autonomy.About Inspired GrowthInspired Growth is an elite corporate consulting and operations advisory firm designed to help small-to-mid-sized service enterprises transition from chaotic, founder-dependent models into structured corporate assets. The firm specializes in delivering comprehensive business ecosystem audits, custom SOP development, automated tech stack integration, and white-glove fractional management services. Through proprietary strategic systems like the Efficiency Audit Quiz, Inspired Growth enables organizations to eliminate administrative bottlenecks, improve client retention, and secure sustainable, scalable profit margins.Links Mentioned in This EpisodeInspired Growth Official Website: inspired-growth.comKey Episode HighlightsThe Freedom Trap Framework: Analyzing why service entrepreneurs unconsciously exchange corporate structures for exhausting, high-volume operational self-employment.The Architecture of Predictable SOPs: Crafting simple, repeatable Standard Operating Procedures to eliminate decision fatigue and streamline team delegation pipelines.The 5-Stage Business Diagnostic Evaluation: Jillian's precise operational method to calm immediate fire fighting, zoom out, and systematically clean up backend workflow debt.Normalizing the "Dirty Secrets" of Scale: Overcoming executive burnout by establishing transparent workplace communication and embracing vulnerability across all management lines.Backend Automation Loops: Leveraging optimized tech integrations across scheduling, data tracking, and customer relationship management to insulate business profit margins.ConclusionThe conversation with Jillian Bailey reinforces that true operational freedom is a direct downstream result of structural precision and data-driven system architecture rather than pure manual hustle. By standardizing internal corporate governance, removing process friction from the frontline, and focusing ruthlessly on automated systems, service leaders can safely transform a volatile, time-consuming business into a highly structured, self-sustaining corporate asset.More from The Thoughtful Entrepreneur

The Thoughtful Entrepreneur
2446 -Unlocking Founder Freedom Through Operational Systems and Smart Processes with Heather Hargrove

The Thoughtful Entrepreneur

Play Episode Listen Later Jun 20, 2026 21:42


The Systematized Executive: Engineering Operational Freedom with Heather HargroveIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Heather Hargrove, an independent consultant and the founder of Grove, to dissect the backend operational failures that silently trap high-performing business owners in a state of perpetual exhaustion. Heather, a decorated military veteran who channels structured logistics and extreme resilience into her corporate strategy, specializes in auditing chaotic business infrastructure and transforming it into a self-sustaining asset. This conversation provides an essential operational blueprint for mid-market founders and enterprise leaders who are ready to eliminate administrative bottlenecks, design objective business dashboards, and transition away from a founder-dependent model to reclaim true lifestyle freedom.The Operational Backbone: Designing Resilient Workflow Frameworks Past Technical ToolsThe most widespread mistake made by scaling business owners is treating software purchases or rapid automation as a shortcut to corporate efficiency. Heather Hargrove points out that technology is merely a delivery mechanism; if an organization automates a broken, undocumented process, it only succeeds in accelerating its operational chaos and confusing its internal workforce. True structural scale is achieved by mapping out the "how" of daily operations—explicitly documenting communication flows, establishing ironclad Standard Operating Procedures (SOPs), and defining clear role ownership across all management tiers. When an enterprise replaces ad-hoc firefighting with centralized, living processes, it removes the founder as the primary operational bottleneck, liberating executive cognitive capacity to focus entirely on high-yield, long-term valuation strategy.Transitioning an organization out of administrative friction also requires a highly disciplined commitment to data visualization and clear team feedback loops. Many business leaders rely heavily on reactive financial statements or subjective intuition to make critical strategic decisions, which often masks creeping operational inefficiencies until lines begin to break. Real scalability is unlocked when an enterprise implements simple, real-time data dashboards to track predictive indicators, such as new lead velocity, active conversion metrics, and client engagement rates. These empirical insights empower management teams to operate with complete autonomy, resolving bottlenecks on the frontline long before they require corporate intervention. This structural framework completely eliminates the typical 3 a.m. executive anxiety, building an agile corporate engine that scales predictably without demanding the founder's daily physical presence.Furthermore, constructing a truly resilient enterprise demands that corporate leaders weave personal health advocacy, community support, and intentional boundaries directly into the fabric of their executive habits. Drawing from her intense military background and personal health triumphs, Heather highlights that an organization's ultimate capacity is tightly bound to the long-term well-being of its human capital. When a founder uses clear operational guardrails to protect their own time, they establish an internal company culture that rejects toxic hustle structures and respects natural human limits. By standardizing backend workflows and dedicating strategic resources to community initiatives—such as her pro-bono work with Project Vets—executives ensure their business serves their life rather than consuming it, creating a lasting professional legacy built on stability and premium market authority.About Heather HargroveHeather Hargrove is an independent operations consultant, a seasoned corporate systems strategist, and the founder of Grove. Leveraging a disciplined background in military logistics alongside years of high-level management consulting, Heather specializes in auditing structural gaps to help founders transition from reactive operators into visionary CEOs. She is a passionate advocate for executive resilience and active community volunteer, providing specialized advisory services to help veteran-led organizations streamline their corporate infrastructure.About GroveGrove is a premier operational development consultancy and systems engineering firm that provides custom workflow auditing, SOP design, and dashboard optimization for mid-market businesses. The consultancy eliminates administrative debt by mapping internal communication structures, simplifying corporate tech stacks, and introducing cross-functional accountability frameworks. Through proprietary diagnostic evaluations like The Inside Look, Grove enables companies to achieve predictable growth, eliminate founder dependency, and build self-sustaining operational assets.Links Mentioned in This EpisodeHeather Hargrove Official Website: heatherhargrove.comHeather Hargrove on LinkedIn: linkedin.com/in/theheatherhargroveKey Episode HighlightsThe Software Fallacy: Understanding why buying new tools before documenting your manual workflows introduces severe administrative debt.The Architecture of SOPs: Crafting simple, repeatable Standard Operating Procedures and Loom video pipelines to ensure flawless employee onboarding.Predictive Metric Dashboards: Transitioning away from reactive accounting data to build real-time visual charts that measure lead velocity and client retention.The Founder Extraction Strategy: Implementing high-accountability feedback loops that allow internal teams to operate independently without micromanagement.The Resilience Mandate: Applying military-grade operational discipline and personal health advocacy to protect executive focus and corporate long-term growth.ConclusionThe conversation with Heather Hargrove reinforces that operational excellence is a direct downstream result of intentional structure, not exhaustive manual hustle. By auditing current processes, standardizing data-driven dashboards, and prioritizing clear human communication over complex software, business leaders can transform a chaotic setup into a highly structured, self-sustaining corporate asset.More from The Thoughtful Entrepreneur

Scaling UP! H2O
481 From Waterfalls to SOPs: Building Better Utilities with Kalpna Solanki

Scaling UP! H2O

Play Episode Listen Later Jun 19, 2026 68:11


Water utility work depends on more than technical knowledge. It depends on clear procedures, current documents, practical training, and performance conversations that reflect what operators actually do in the field.  In Episode 481, Trace Blackmore, CWT, welcomes back Kalpna Solanki, President and CEO at GAMECHANGERS Inc., for a practical conversation on building stronger utilities through standard operating procedures, competencies, and performance evaluations. Kalpna shares how outdated SOPs, disconnected training tools, and top-down documentation can create risk, confusion, and missed learning opportunities.    SOPs That Match the Work  Kalpna defines an SOP as a documented process that provides clear instructions for specific tasks or activities. Her current work with water utilities includes procedures for water main installation, flushing, customer complaints, meter installation, meter readings, and other distribution team responsibilities.  The key issue is not whether an organization has SOPs. Many do. The bigger question is whether those documents still match the field reality. Kalpna describes reviewing SOPs that reference retired staff, outdated contact information, and procedures written by people who may no longer be close to the work.  Her approach starts with the operators. The people doing the work help revise the documents, confirm what is accurate, and identify what needs to change. Revision dates, organized SOP libraries, and clear naming structures help teams avoid using the wrong version.    From Procedures to Competencies  Kalpna explains that SOPs should not sit alone in a file system. They should inform competency frameworks that define the knowledge, skills, abilities, and behaviors needed for the job.  For example, an SOP may explain how to perform a fire hydrant teardown. A related competency tool can help confirm whether an operator knows how to do that work safely and correctly. The results can then guide mentoring, training, and performance evaluation.  This turns performance evaluation into a two-way process. Rather than simply telling employees what they did or did not do, supervisors can use competency checklists to identify gaps, determine needed resources, and support development.    Field Access, Video, and Ownership  Kalpna also shares how the Capital Regional District project extends SOPs beyond written documents. Once an SOP is revised and approved, her team creates a field video using operators as the subjects. The video is tied back to the written SOP, giving employees the option to read, watch, or use both formats depending on how they learn best.  QR codes make the system even more useful. Operators can scan a code in the field and access the relevant SOP or video without leaving the work location, searching a large document library, or relying on memory.  That access matters. As Kalpna puts it, when processes are too complicated, people are more likely to wing it. In water utility work, that can affect safety, consistency, compliance, and service quality.    Water Stories and Water Reuse  Kalpna also shares her personal water story, from growing up near the Zambezi River and Victoria Falls to living near the Thames River in London and later near protected watersheds in Vancouver. Her experiences shape how she thinks about water availability, source protection, and the responsibility of the industry.  The conversation closes with a look at the Vancouver Convention Centre West, where a full-scale wastewater treatment facility operates beneath the building. Treated effluent is reused for toilet flushing and rooftop garden irrigation, reducing freshwater demand and municipal sewer load.  For Kalpna, this points to a larger shift in language and mindset. Wastewater is not simply waste. It is a resource with future value for reuse, reclamation, and water-stressed industries.  Listen to the full conversation above. Explore related episodes below. Stay engaged, keep learning, and continue scaling up your knowledge!  Timestamps  01:10 — Trace welcomes Kalpna Solanki back and notes her previous Scaling UP! H2O appearance in Episode 435 on backflow prevention.  01:50 — Kalpna shares what has changed since her last visit, including the launch of GAMECHANGERS Inc. and her work with nonprofits, government agencies, and water utilities.  02:40 — Kalpna explains the two criteria she uses when choosing where to contribute: the opportunity to contribute and the opportunity to learn.  03:40 — Kalpna introduces the Water Environment Federation and its broad role in the water sector, with a strong focus on wastewater.  04:10 — The conversation turns to WEFTEC, AI, data centers, and the Water AI Nexus Center for Excellence.  08:20 — Kalpna defines an SOP as a documented process that provides clear instructions for specific tasks or activities.  08:40 — Kalpna describes her work with the Capital Regional District and water distribution teams serving more than 400,000 people with drinking water.  09:40 — Kalpna explains why SOPs should be developed with field staff, not only by managers who may be removed from day-to-day operations.  10:40 — SOPs connect to competencies by defining the knowledge, skills, abilities, and behaviors employees need to perform work effectively.  11:40 — Kalpna frames performance evaluation as a two-way process for identifying training needs, resources, and competency gaps.  13:00 — Trace asks how organizations can align SOPs with what operators actually do in the field.  13:20 — Kalpna describes the risk of dated SOPs, including documents that reference retired staff or obsolete contact information.  14:00 — Kalpna explains how SOP nomenclature and organized folders help operators find the current procedure quickly.  15:30 — The discussion shifts to video-based SOPs that support different learning styles and increase field usability.  19:50 — Kalpna adds that QR codes can take operators directly to the relevant SOP and linked video in the field.  20:25 — Kalpna explains why simplicity matters: if the process is too complicated, people are more likely to wing it.  21:10 — Safety enters the competency discussion, with Kalpna explaining why SOP-based competencies can better reflect actual field work.  22:20 — Kalpna outlines her starting process with a utility: review the SOPs, determine what is dated or missing, divide them by operational area, and prioritize revisions.  24:10 — Kalpna describes how SOPs for water main upgrades can be translated into a competency framework.  25:00 — Technical and leadership competencies are discussed, including behavioral indicators that supervisors can use with operators.  26:30 — Kalpna introduces application exams, remote proctoring, and future AI-assisted marking as part of the hiring process.  28:05 — The conversation turns to culture, ownership, and how staff involvement can create empowerment rather than top-down compliance.  29:55 — Kalpna urges listeners to look at the intersection between SOPs, competencies, and performance evaluations.  32:40 — Kalpna shares her personal water story, beginning with childhood walks near the Zambezi River and Victoria Falls.  34:15 — Kalpna connects her experiences in London and Vancouver to water availability, source protection, and the value of safe drinking water.  37:00 — In the lightning round, Kalpna describes her superpower as seeing organizations from a high-level perspective and imagining what they could become.  38:35 — Kalpna shares a major accomplishment: leading a CRM project that succeeded because the people doing the work were involved.  40:25 — Kalpna discusses a water operator training and certification project in Kenya with Water Professionals International and GAMECHANGERS Inc.  41:55 — Kalpna answers the magic wand question with the Water Environment Federation vision statement: "life free of water challenges."  43:10 — Kalpna recommends five books spanning personal values, scaling systems, resilience, memoir, and nonprofit governance.    Quotes "When it comes to how that leads to competencies, competencies refer to the knowledge, skills, abilities, and behaviors that employees need to perform their job effectively."  "Because I think if things are too complicated, people are going to be more tempted to wing it."  "I need their feedback to get the reality of their job on a day-to-day basis."  "I think that one of the key things is really look at the intersection between SOPs, competencies and performance evaluations."  "Life free of water challenges."  "We talk about wastewater, but it's not waste really, it's a resource."    Connect with Kalpna Solanki  Email: ksolanki@gamechangerssolutions.com  Website: GAMECHANGERS Inc. | Strategy Development And Implementation  LinkedIn: Kalpna Solanki MBA | LinkedIn  GAMECHANGERS Inc.: Overview | LinkedIn     Guest Resources Mentioned   Bridging Continents Through Clean Water: Mike Firlotte and Paul Bishop Lead Operator Training and Pinning in Kenya     Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Scaling UP! H2O Academy video courses  Submit a Show Idea  The Rising Tide Mastermind  355 Backflow Prevention: Safeguarding Water Quality   2026 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE. 

Journal Entries
253. Why You Still Can't Delegate Even Though You're Burnt Out (Part 1)

Journal Entries

Play Episode Listen Later Jun 18, 2026 14:30 Transcription Available


Delegation isn't usually a systems problem.Most people already know what they could hand off. They've thought about hiring. They've considered asking for help. They've downloaded the planner, created the SOP, or promised themselves they'll stop carrying so much.Yet somehow, everything ends up back on their plate.In this strategic journaling episode, we're exploring what makes letting go so difficult, even when the workload is unsustainable. Because the thing that's keeping you overwhelmed isn't always a lack of support. Sometimes it's a belief that makes doing more feel safer than letting go.Through a series of journaling prompts, you'll uncover what's keeping you stuck in the cycle of over-responsibility and begin identifying the deeper reason delegation feels so hard.Journal Prompts:What are you currently doing yourself, even though someone else could handle it? How does keeping it on your plate make you feel?Why haven't you handed it off yet? What's the real reason?What do you think you need in order to start delegating, or what are you already trying to help yourself trust and let go?Even though doing everything yourself leaves you exhausted, burnt out, and overwhelmed, how might it also be keeping you safe?A question to sit with after this episode:How has the belief underneath your need to do everything been shaping the way you work, lead, and show up in your life?Work with me:The Leaders Table: https://www.samanthapenkoff.com/leaders-tableBreakthrough Intensive: You already know you should slow down, delegate more, stop overcommitting & be emotionally present. So why can't you? That's what we figure out in 90 minutes + integration call 1 week later. Book your BreakthroughExhale Private Coaching - For women ready to do this work until it sticks and you can't revert back. 3 open spots: Work with meConnect with Sam: Instagram | Facebook

The Ops Experts Club Podcast
118. Build the Process Before You Hire

The Ops Experts Club Podcast

Play Episode Listen Later Jun 18, 2026 17:37


Summary: In this episode of the Ops Experts Club podcast, Aaron Hovivian and Terryn Turner talk through the importance of SOPs, recruiting, delegation, and building roles with clarity before hiring. They explain why businesses often feel pressure to hire quickly when things are on fire, but without clear standard operating procedures, org chart planning, and role expectations, new hires can end up walking into confusion instead of structure. The conversation highlights how SOPs help businesses become more repeatable, trainable, and scalable. Aaron and Terryn also discuss how AI can support SOP creation, as long as business owners proofread, simplify, and keep processes consistent. They explore how SOPs connect to delegate-and-elevate exercises, hiring decisions, overseas support, quality control, and future org chart planning. Whether you are preparing to hire, trying to remove tasks from overloaded team members, or building better systems for scale, this episode offers practical insight into creating processes that help your business grow without slowing down. To download the SOP template mentioned in the episode, visit: https://sop.opsexpertsacademy.com/ Minute-by-Minute: 00:00 Introduction to Ops Experts Club and Personal Insights 02:03 The Importance of Standard Operating Procedures (SOPs) in Recruiting 07:32 Leveraging AI for SOP Creation and Management 11:03 Evaluating Roles and Responsibilities in the Org Chart 14:28 Future Planning and Organizational Growth  

Screw It, We're Just Gonna Talk About Spider-Man
Mind SPS: Mind MGMT #2 / Email

Screw It, We're Just Gonna Talk About Spider-Man

Play Episode Listen Later Jun 17, 2026 60:43


The Milksops go over Mind MGMT #2!  And we catch up on email! That's all you need to know! What do you want from me? ------- Sop-scribe to support the show and for bonus episodes at https://www.screwitpodcasts.com/ There's link to our free Discord there too! Email us at screwitcomics@gmail.com

The Bright Balloon
426. From Party City to the World Series

The Bright Balloon

Play Episode Listen Later Jun 16, 2026 21:44


She went from making her first balloon mosaic with Party City balloons to decorating the Rogers Stadium for the World Series. And the strategy behind her growth? Simpler than you think. In this live episode from the International Balloon Convention, I sat down with Ana Karina of AK Balloons. She is originally from Venezuela, now based in Toronto, Canada, and came to the balloon industry from the corporate world as an accountant.  After seven years in business, she now runs a balloon studio with a full team and counts major sports venues among her clients. In this episode, she shares how word of mouth and a simple daily outreach habit built her corporate client base; how she successfully outsourced social media; and why she believes you should never cut your marketing budget no matter what.   In the UGlu Hotline, hear what Erin of Young & Wild Balloon Co. does with her SOP docs!   Unlock three free bonus episodes!    RESOURCES MENTIONED: Sales Sets Havin' A Party Wholesale (save 5% on orders $200+ with code PODCAST) buildwiththeguild.com UGlu by Pro Tapes (save 5% on orders $200+ at Havin' A Party with code PODCAST)  DM @thebrightballoon on Instagram to ask a question or leave advice for the UGlu Hotline! 2026 Bright Balloon Planner  @akballoons - - - - On the Bright Side Apple | Patreon Join the Bright Balloon email list  The Bright Balloon on YouTube 

First Smoke of The Day
Green Dawg: Taking Investor Money Is The Fastest Way To Ruin Your Cannabis Brand

First Smoke of The Day

Play Episode Listen Later Jun 15, 2026 113:09


No investors. No outside money. No compromise. Ever. That is the Green Dog way and it is exactly why the weed hits different.Drew from Green Dog and Barney sit down with First Smoke of the Day for one of the most honest conversations about building a craft cannabis brand that actually lasts. Self funded, multi state, 350 plus genetics in the library and zero intention of changing the formula.We get into why they never took investor money, how they failed in Arizona and won in Florida, the real MSO blueprint, ego death as the biggest SOP gap in craft cannabis, why they run old ugly green genetics nobody else wants, the Frog Poison and Drama Weed breakdown, how to build a team you want to see leave and win, and why the lore behind a strain builds a brand faster than any marketing ever will.If you know Green Dog you already know. If you do not this is where it starts.Subscribe to First Smoke of the Day for weekly cannabis culture and the realest conversations in the game. Hosted on Acast. See acast.com/privacy for more information.

Ecomm Breakthrough
How to Use Custom AI Agents to Outrank and Outsell Competitors on Amazon

Ecomm Breakthrough

Play Episode Listen Later Jun 15, 2026 50:52


Meher Patel is a serial entrepreneur with exits across hospitality, healthcare, and digital media — each in a completely different industry, each built from the ground up. He founded Neon Digital, a performance-first advertising agency, and then built what very few agencies ever achieve: a SaaS platform that outgrew the agency itself. Hector AI now processes over $350 million in ad spend across Amazon and marketplace advertising, with 1,000+ users on the platform — and in under 18 months, has earned 3 global recognitions including the Amazon Ads Innovation Award, the Amazon Partner Award, and a Top 20 Global Amazon Ads Advanced Partner ranking. Today, Meher is building what he believes will become the foundational intelligence layer of the agentic ecommerce era — Hector MCP: the most advanced, context-rich, token-optimized model context protocol purpose-built for Amazon advertising, designed so that every serious AI agent, every autonomous workflow, and every future-ready brand that wants to win on Amazon will have no choice but to be powered by it.Highlight Bullets> Here's a glimpse of what you would learn…. The rapid evolution of Amazon's advertising features driven by AI technology.Limitations of current SaaS platforms for Amazon sellers and the potential of MCP (Model Context Protocol) technology.The significance of context in AI-driven advertising optimization.Challenges associated with using raw data without contextual understanding in advertising.Practical strategies for Amazon sellers to optimize their ad campaigns.The importance of documenting ad optimization processes for effective AI integration.The role of custom AI workflows in enhancing advertising strategies.The necessity of continuous refinement and learning in building effective AI agents.The decision-making process for sellers regarding whether to rent AI tools or develop their own solutions.The use of connectors like Make.com and Knit for creating automated workflows with AI integration.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley speaks with Meher Patel, founder of Neon Digital and Hector AI, about the future of Amazon advertising. Meher explains how AI and MCP (Model Context Protocol) technology are transforming ad optimization by providing crucial context to raw Amazon data. He emphasizes that sellers should document their ad processes, learn to communicate effectively with AI, and decide whether to build custom AI workflows or use existing tools. The key takeaway: success with AI-driven advertising requires continuous refinement and treating AI as a knowledgeable, context-aware team member.Here are the 3 action items that Josh identified from this episode:Turn your workflow into SOPs Record how you optimize campaigns, explain your decisions, and convert that into SOPs—this becomes the foundation for training AI agents. Never feed AI raw data without context Structure and enrich your Amazon data first (or use MCP-powered tools) so AI can generate accurate, actionable insights. Start small with AI automation, then scale Begin with simple rules (e.g., budget increases for winning campaigns), then gradually build more advanced, custom workflows as you learn.Timestamps:00:00:58 Introduction to the Future of Amazon AdsThe host introduces the topic: autonomous, AI-powered decision-making for Amazon advertising, moving beyond simple optimization.00:01:13 Guest Introduction: Meher PatelThe host introduces Meher Patel, detailing his entrepreneurial background, his agency Neon Digital, and his SaaS platform, Hector AI.00:02:49 The Problem with Early AI Ad ToolsDiscussion on how early AI advertising tools often failed sellers, contrasting with the positive results from newer, more advanced software.00:04:10 Prediction for Amazon AdvertisingMeher predicts Amazon will rapidly release new AI-powered features, but sellers must learn how to properly utilize this infrastructure.00:08:46 The Importance of Context in AIAI is only as good as the context it's given; without it, AI recommendations are generic and potentially harmful.00:10:04 How Smart Sellers Should Prepare for AISellers must learn to ask the right questions and feed AI the right data with the proper context to get valuable results.00:12:07 Why Raw Data Isn't EnoughUploading raw Amazon reports to an AI lacks the necessary context, leading to "garbage out" optimization strategies.00:12:42 The Role of an MCP (Model Context Protocol)An MCP provides the necessary context and data connections, acting as an intelligent layer between raw data and the AI model.00:18:57 Amazon's MCP API LimitationsAmazon's own MCP is just an API, requiring sellers to build their own infrastructure, which is inefficient and token-heavy.00:21:48 Top Strategies: Building Custom AI AgentsThe best strategy is for brands to build their own custom AI agents and workflows based on their unique strategies.00:24:32 Unlocking Custom Workflows with AI AgentsAI agent workflows allow sellers to build bespoke optimization systems, unlike one-size-fits-all SaaS platforms.00:27:10 How to Create an AI Agent WorkflowRecord your optimization process, use an LLM to create an SOP, and then build an AI agent to execute it.00:28:06 The Reality of AI ImplementationBuilding a reliable AI agent is a gradual process of refinement and setting up guardrails, not a weekend project.00:29:21 Automating Agent CreationUsing connectors like Make.com within an LLM allows you to create and schedule automated workflows by simply describing them.00:31:08 The Timeframe for Building an AI SystemBuilding a truly autonomous system is a long-term journey of refinement; the key skill to learn is communicating with AI.00:33:57 Becoming an AI OrchestratorSellers must become orchestrators, designing and managing multiple small, independent AI agents to perform specific, connected tasks.00:35:56 The Future: Loaning vs. Building AI AgentsSellers will choose between "renting" cookie-cutter AI agents or "building" custom ones that act as a competitive moat.00:38:29 Are You a Brand Owner or a SaaS Provider?A warning for sellers: building your own AI tools means you are entering the SaaS business, which requires significant technical resources.00:41:13 The Shift from Prompt to Context EngineeringThe new challenge is context engineering: ensuring the right data and tools are used efficiently to avoid token exhaustion and errors.00:42:55 Three Actionable TakeawaysThe host summarizes three key actions: document processes with video, use an MCP for context, and decide your role (brand/SaaS).00:47:25 Most Influential BookMeher shares that the biography of Steve Jobs has been his most influential book due to its lessons on focus.00:48:25 Favorite AI ToolMeher recommends WhisperFlow for voice-to-text communication with AI, which has eliminated his need to type when using Claude.00:49:23 Most Respected Person in E-commerceMeher names Jeff Cohen as someone he admires for his deep, hands-on knowledge of the Amazon and retail media ecosystem.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough Podcast

Life at Ten Tenths
Why Most Agents Struggle to Hire (or Use AI): The Missing Piece

Life at Ten Tenths

Play Episode Listen Later Jun 15, 2026 40:02


Are you like the majority of agents who know they should delegate and automate? You try to hire an assistant or implement a new AI tool, only to have it fail miserably. In the end, you spend more time fixing the mess than if you had just done it yourself in the first place. The strategy wasn't the problem. The missing piece was.In this conversation, we get into standard operating procedures and why they're the prerequisite to almost everything you're trying to add to your business right now. We unpack why most agents have procedures locked in their head but never on paper, the restaurant dishwasher analogy Garrett uses to break a business into the small chunks you can actually systematize, the "definition of done" that turns a vague task into a finished one, the BMW brake job that paid Garrett the equivalent of $1,400 an hour because he had the experience and the process, Dan Martell's Buy Back Your Time and why we keep coming back to it, the trap of handing a brand new hire the job of writing their own SOP, and the SOP Builder we put together at tentenths.co/sop-builder to walk you through your first one.You already have the experience. The work is just getting it out of your head and onto paper, one process at a time. It comes down to picking one routine task you did today, sitting down with the SOP Builder, and letting it ask you the questions that unlock the procedure. Done right, your business becomes something you can hand off, automate against, and trust. And that's when hiring works, AI works, and burnout finally starts going the other direction.Process plus experience equals freedom.Join us in the 11 Circle for weekly coaching, additional resources, and full access to our online community. Join at https://tentenths.coHosted by Matt Bonelli and Garrett Frey, Life at Ten Tenths.#realestate #realtor #realestateagent #realestatecoaching #realestatebusiness #sops #standardoperatingprocedures #hiring #ai #burnout

Bulletproof Dental Practice
The AI Wake-Up Call for Dentists

Bulletproof Dental Practice

Play Episode Listen Later Jun 11, 2026 66:43


We explore what may be the fastest-moving technological shift dentistry has faced in decades and why most practice owners are still underestimating how quickly the ground is moving beneath them. While many dentists are using ChatGPT to write emails, draft social posts, or answer quick questions, the conversation argues that's barely one percent of what's now possible. The discussion digs into the rise of agentic AI, autonomous systems that take action rather than simply generate responses. Blake and Shane break down how AI is moving past the chatbot stage and becoming a true operational partner, capable of running workflows, automations, data analysis, content creation, and the endless repetitive tasks that quietly eat hours inside a dental practice. They also tackle the practical side most people skip, like knowing which model to reach for, why connections and context matter more than clever prompting, and how to avoid drowning in half-baked projects. But they issue a clear warning. AI is not a shortcut around leadership, systems, or operational excellence. Dentists who lack clear workflows, documented SOPs, and defined outcomes will simply automate chaos. The practices that win won't be the most technically advanced. They'll be the ones with the cleanest systems, the strongest foundations, and the willingness to learn alongside a community of peers. Peter, Blake, and Shane also get honest about the loneliness many dentists carry as practice owners, the value of AI as a non-judgmental thinking partner, and why community matters more than ever during periods of rapid change. They share real examples of AI already saving hours every week, helping teams execute faster, and creating leverage that simply wasn't possible a few years ago. If you've been experimenting with AI but still feel like you're using a fraction of its potential, this one is for you. This episode leads into the first-of-its-kind AI workshop on Sunday, August 9th at The Phoenician, held on the heels of the Bulletproof Summit. DESCRIPTION The Bulletproof Dental Podcast Episode: 444 HOST: Dr. Peter Boulden GUESTS: Blake McClellan and Shane McElroy (All In Practice Growth) In this episode, Dr. Peter Boulden sits down with Blake and Shane to discuss the future of AI in dentistry and why the next wave of innovation is about far more than chatbots and content creation. They explore agentic AI, workflow automation, SOP development, practice efficiencies, and the role community plays in helping dentists stay ahead of rapid technological change. The conversation provides practical examples of how AI can create leverage inside a dental practice while highlighting the common mistakes many practice owners make when implementing new technology. Whether you're just getting started with AI or already experimenting with advanced tools, this episode offers a practical roadmap for understanding where the technology is headed and how to position your practice for the future. TAKEAWAYS AI is evolving far faster than most dentists realize Community accelerates learning and implementation Agentic AI goes beyond chatbots by taking action, not just generating responses SOPs and workflows are the foundation of successful AI adoption AI cannot replace clarity, leadership, or operational discipline The best use cases often involve saving time on repetitive tasks AI can help practices create leverage without sacrificing quality Dentists should focus on outcomes rather than chasing every new tool Workflow mapping makes automation significantly more effective AI can become a powerful thinking partner for practice owners The future belongs to practices that combine human connection with technological efficiency Small improvements compounded over time can create significant competitive advantages TIME STAMPS 00:00 Introduction & Why AI Matters Right Now 02:10 The Origin of the Dental AI Summit 03:31 Why Community Is the Key to AI Adoption 04:45 Partnering with Bulletproof to Bring AI to Dentistry 06:00 AI Is Evolving Hour by Hour 07:49 The Difference Between AI Curiosity and AI Implementation 08:45 From AI Novelties to Real Practice Applications 11:04 Creating Leverage Inside Your Practice 13:10 Why Most Dentists Don't Know Where to Start 14:13 Days in AI Equal Months Ahead 17:42 The Biggest Opportunity for Dental Practices 20:06 Real-World AI Use Cases in Dentistry 22:08 Chatbots vs. AI Agents 24:35 How to Choose the Right AI Tools 26:24 Common Mistakes Dentists Make With AI 30:15 Context, Data, and Better AI Results 34:52 Innovative AI Applications You Can Use Today 45:15 Why SOPs Matter More Than Prompts 47:18 Mapping Workflows Before Automation 50:27 Using AI as a Product Manager 51:26 The Lone Wolf Syndrome in Dentistry 53:25 AI as a Coach, Mentor, and Thinking Partner 56:44 Practical Steps for Embracing AI 01:00:42 The Future of AI in Dentistry 01:02:08 Preparing for the Dental AI Summit 01:05:00 Final Thoughts & Event Details   REFERENCES Dental AI Summit Claude AI Grok AI OpenClaw AI Bulletproof Practice Growth Summit

Screw It, We're Just Gonna Talk About Spider-Man

EPISODE 358 - We being our coverage of Matt Kindt's 2012 comic series Mind MGMT by going over issue one! We learn almost nothing about the secret agency that is recruiting psychics. But we get a lot of intriguing clues! In Loose Screws, we cover the comic Power Fantasy, the TV show Spider-Noir and the TV show The Boys! ------------ Sop-scribe to support the show and for bonus episodes at https://www.screwitpodcasts.com/ There's link to our free Discord there too! Email us at screwitcomics@gmail.com  

Epic Success with Dr Shannon Irvine
Create SOP's With AI (That Your Team Actually Uses) with Dr. Shannon Irvine

Epic Success with Dr Shannon Irvine

Play Episode Listen Later Jun 10, 2026 16:58