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Before the ball drops on 2025, let's eliminate the clutter that's holding your business and workspace back. In this solo episode, I walk you through five essential organizing tasks to refresh your office, simplify your digital world, upgrade your business systems, and reflect intentionally as you prepare for a focused, organized 2026. Whether you're a solopreneur, side hustler, or small business owner, this episode delivers the clarity and structure you need to enter the new year with confidence. Organizing With Janet Segment: You'll also hear a powerful story about how I helped an empty nester transform her cluttered dining room office into a calm, functional workspace by repurposing a spare bedroom. What You'll Learn: How to refresh your physical and digital workspace The business tools you might need to unsubscribe from Why updating systems and SOPs now saves time in 2026 A real-life client success story: from cluttered corner to calm office How to reflect on 2025 to build a smarter business strategy Special Offer: Book a virtual organizing session at JanetMTaylor.com, and for a limited time, receive a second session FREE. This 2-for-1 offer is perfect for tackling your workspace or business clutter before the new year. Listen Now:https://gotcluttergetorganized.com Support This Podcast: Buy Me a Coffee – https://www.buymeacoffee.com/gcgowithjanet Janet's Organizing Resources: 15-Minute Free Consultation: https://linkly.link/2FBkK Organizing Services: https://janetmtaylor.trafft.com eBook – Prepared and Organized: https://linkly.link/2Eikc eBook – Affairs in Order: https://linkly.link/2FBnw eBook – 7 Affirmations to Organize Your Life: https://linkly.link/2Eikt Product Pick – Nok Box (Next of Kin Box): https://linkly.link/2FBkO Let's Stay Connected: Facebook Group: https://www.facebook.com/groups/livinglifetotallyorganized YouTube: https://www.youtube.com/janetmtaylor Instagram: https://www.instagram.com/janettheorganizer Pinterest: https://www.pinterest.com/janetmtaylor TikTok: https://www.tiktok.com/@janettheorganizer?lang=en Don't forget to subscribe and share this episode with a friend who's ready to start 2026 with clarity and confidence! Learn more about your ad choices. Visit megaphone.fm/adchoices
Flower farmers everywhere are dreaming of a calmer, more profitable season, and this episode breaks down what actually creates that kind of business. Jenny walks through the real reasons farms feel dramatic, from unpredictable profits to chaotic customers to never ending to do lists, and shares simple shifts that bring clarity, confidence, and more time back in your life. You'll hear why knowing your numbers, choosing one clear focus, and tightening your systems can turn 2026 into your most sustainable year yet. We also dig into crop profitability, customer education, boundary setting, SOPs, and building a farm that fits the season of life you're in. If you're craving a business that supports you, not the other way around, this episode will help you reset, refocus, and step into winter planning with purpose. Get your Free End of Year Audit Workbook: www.trademarkfarmer.com/auditTour our Asana Task Management System: www.trademarkfarmer.com/asanasystemtour Did you enjoy this episode? Please leave a review on Apple or Spotify. Follow Jenny on Instagram: @trademarkfarmer Find free flower business resources: www.trademarkfarmer.com
On this week's episode of the Venue RX Podcast, our host Jonathan Aymin sits down with Sam Jacobson, Co-Founder of DUET and Owner of Ideaction Consulting, to talk about what it really takes to start or refine a business with a strong digital presence in today's ever-changing industry.Sam explores why business owners can't afford to operate on autopilot, how the wedding and creative industries have evolved over the years, and why regularly reassessing your goals, services, and direction is essential for long-term growth. Sam breaks down the foundational steps of building a business, from defining your ideal client and structuring your services to deciding whether to remain owner-operated or build a team.He also dives into how to transition from saying “yes” to every client to intentionally targeting the right ones, using real-world client examples and case studies. Sam shares practical ways to gather and analyze client feedback through surveys, reviews, CRMs, and AI-powered tools, plus he explains how to use AI responsibly to enhance strategy, systems, SOPs, and operations without relying on it as a shortcut.He highlights the importance of business structure, naming, branding, and the importance of taking imperfect action, knowing when to refine, pivot, or double down on what's already working, so you can keep moving forward without getting overwhelmed.About Our Guest: Sam Jacobson is a Co-Founder of DUET and the Owner of Ideaction Consulting, where he has spent nearly two decades helping wedding professionals elevate their businesses and stay ahead in a competitive market. Through Ideaction Consulting, Sam has guided hundreds of creative entrepreneurs by sharpening their marketing messages, understanding buyer psychology, and building sales systems that convert interest into booked clients.Known for his ability to activate audience interest, Sam specializes in clear, persuasive communication that attracts ideal clients directly to the inbox. As social-led marketing emerged as the primary driver of visibility and inquiries for creative brands, Sam became deeply focused on the strategies that turn attention into trust—and trust into results.At DUET, Sam leads client strategy and trains the team on how to use storytelling to spark connection, build credibility, and drive measurable growth for wedding venues and creative businesses alike.Find Him Here: Website: https://ideactionconsulting.com/ Instagram: https://www.instagram.com/ideactionconsulting/?hl=e Website: https://duetsocialmedia.com/Instagram: https://www.instagram.com/duetsocialmedia/?hl=en
Sponsors:◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account◦ Marvin Windows and Doors◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Jen Davidson:◦ https://www.interiorsbyjendavidson.com ◦ https://www.instagram.com/interiorsbyjendavidson ◦ https://www.youtube.com/@InteriorsbyJenDavidson-Videos/featured Connect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube
Using AI and automation isn't just a trend—it's the secret to scaling your business without burning out. In this episode of Walk In Victory, host NaRon Tillman sits down with Dr. Bradford Carlton, business coach and automation expert, to reveal the blueprint for future-proofing your operations.Discover the critical difference between simple automation and true AI agents, and learn how to build an "Executive Assistant Suite" that runs your business for you. Whether you're a solopreneur or running a growing team, this conversation breaks down exactly how to reduce operational costs and reclaim your time.
Reach Out Via Text!In this episode of the Growing Green Podcast, Jeremiah shares a full keynote from January 2025 featuring Mark Bradley from the Roadmap to $1M online event. Mark explains why most contractors never reach $1M in revenue, starting with a lack of true financial awareness and control of the numbers. He walks through the importance of budgeting, estimating correctly, and job costing so business owners know exactly where profit is made or lost. Mark also breaks down why systems and SOPs are a continuous process and how documenting what success looks like makes hiring, training, and scaling far more manageable. The conversation highlights the importance of focusing on high margin services and revenue per hour rather than chasing all revenue. The keynote wraps with practical guidance on sales pipelines, key performance indicators, and what fundamentally changes when a business grows from $1M to $3M.Support the show 10% off LMN Software- https://lmncompany.partnerlinks.io/growinggreenpodcast Signup for our Newsletter- https://mailchi.mp/942ae158aff5/newsletter-signup Book A Consult Call-https://stan.store/GrowingGreenPodcast Lawntrepreneur Academy-https://www.lawntrepreneuracademy.com/ The Landscaping Bookkeeper-https://thelandscapingbookkeeper.com/ Instagram- https://www.instagram.com/growinggreenlandscapes/ Email-ggreenlandscapes@gmail.com Growing Green Website- https://www.growinggreenlandscapes.com/
Send us a textMarketing is louder, clients are pickier, and AI is making it easier to create content—but harder to build trust. In this episode, Maggie shares the key shifts she sees for 2026: scaling won't be about doing more. It'll be about building a business that runs better and feels more human.In This EpisodeWhy your personality/personal brand becomes the differentiator in a world of AI contentWhy customer loyalty + lifetime value beats constantly chasing new clientsWhy short-form video still wins—and how series content builds depth and trustHow personal touch becomes a premium advantage againHow to use AI as operational leverage (SOPs, proposals, follow-ups, meeting notes) without sounding roboticWhy community + strategic partnerships become your most reliable pipelineQuick Action StepsPick 3 words you want to be known for (check testimonials for clues).Ask: “What's the next problem my best clients have after I solve the first one?”Create a 3-4-part content series addressing a single core client problem.Add 1–2 personal touchpoints to your customer journey—and systemize them.Identify 10–15 strategic partners and activate one relationship per month.Connect With MaggieWebsite: https://stairwaytoleadership.com/
If the idea of hiring help in your practice immediately brings up fear about HIPAA, confidentiality, or losing control, this episode will bring a lot of clarity. Dr. Kate Walker breaks down exactly what therapists can delegate right now, what you should never hand off blindly, and how to protect your license while still getting critical tasks off your plate.Kate walks through real-world examples of delegation—from marketing and intake calls to email management and SOP creation—while explaining how HIPAA actually works in practice (not the scary myths most of us carry around). You'll hear why delegating the wrong things first can waste time and money, how to train VAs responsibly, and why systems—not hustle—are what allow practices to grow without chaos.If you've been trying to “build the plane while flying it,” or you know your systems need to be in place before your caseload spikes, this episode will help you delegate with confidence instead of fear.In this episode, you'll learn:What therapists can safely delegate to a VA, including marketing tasks, intake calls, email workflows, and follow-ups—without violating HIPAA.How to train and onboard virtual assistants using HIPAA education, clear boundaries, and simple SOPs that actually prevent mistakes.Why screen-recorded SOPs, Trello boards, and structured workflows work better than long written instructions—and how to set them up efficiently.If you're ready to stop doing everything yourself and start building systems that support your growth, this episode gives you a practical, HIPAA-safe place to start.If you're ready to lead with confidence, join the 2026 Supervisor Course waitlist for early access to bonus tools, templates, and fast-track grading. Strengthen your systems today with the free Supervision Onboarding Checklist, and get ongoing CEUs and live coaching inside the Step It Up Membership. You're not just building a practice, you're building a legacy.Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.
In this episode of Owned and Operated, John Wilson and Jack break down what “smart investing” actually looks like for home service operators—starting with the truth most owners miss: if you run a business, you're already an investor. You're investing money, attention, and people every day.They start with a practical framework for P&L investing (software, headcount, SG&A): if your business sells for a multiple, then any new expense should produce a return that justifies that multiple—otherwise, you may be quietly reducing enterprise value.From there, they unpack the difference between balance sheet investments (trucks, equipment, inventory) vs P&L investments, why banks and buyers mostly care about EBITDA, and how focusing on fewer initiatives can drive more profitable growth.Then they shift into the “outside the business” conversation: when diversification helps, when it's a distraction, and how operators can think in two buckets—cash-flow assets that fund life, and enterprise-value assets that build wealth.If you're adding software, hiring leaders, buying equipment, or debating real estate vs reinvesting in the core business—this episode gives you a clean way to think about ROI, focus, and capital allocation.What You'll LearnWhy every operator is an investor (capital, people, and attention allocation)A simple rule for P&L expenses: should this generate a 3x+ return based on your business multiple?The difference between investing on the balance sheet vs the P&L
Exit planning is often talked about in terms of numbers, valuation, and deal structure, but what happens when the real work starts with people, emotions, and a clear sense of what comes next?In this episode, Matt Di Francesco sits down with Hannah Chalker, a Certified Exit Planning Advisor and Certified Growth Value Advisor, to explore what truly drives successful business transitions. Hannah shares how her journey into the Exit Planning space began, why the discovery process is the foundation of every strong plan, and how she learned to see transition planning as both a strategic and deeply human process.Matt and Hannah also talk about:(04:13) Why increasing business value is a long-term process, not a short-term decision(05:06) How documenting SOPs ahead of time protects value in any transition(06:43) Why exit planning becomes emotional and requires a true leap of faith(09:43) How acting as a trusted partner helps owners gain confidence in their transition(11:00) Why helping owners grow value over time is the most rewarding part of the workConnect With Hannah ChalkerLinkedIn; https://www.linkedin.com/in/hannah-chalker/Connect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialAbout the guest:Hannah Chalker helps business owners build stronger, more valuable companies through strategic financial and exit planning. As Director of Business Development and an Exit Planning Advisor at HighLift Financial, she works alongside Matt DiFrancesco to guide owners through value growth, transition planning, and long-term decision making. A Certified Exit Planning Advisor (CEPA) and Certified Value Growth Advisor (CVGA), Hannah brings clarity, structure, and a steady hand to every stage of the journey, helping owners protect their legacy and confidently plan what comes next.Disclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.
As AI reshapes the workplace, employees and leaders face questions about meaningful work, automation, and human impact. In this episode, Jason Beutler, CEO of RoboSource, shares how companies can rethink workflows, integrate AI in accessible ways, and empower employees without fear. The discussion covers leveraging AI to handle routine tasks (SOPs or "plays") and reimagining work for smarter, more human-centered outcomes.Featuring:Jason Beutler – LinkedInChris Benson – Website, LinkedIn, Bluesky, GitHub, XDaniel Whitenack – Website, GitHub, XSponsor:Framer – Design and publish without limits with Framer, the free all-in-one design platform. Unlimited projects, no tool switching, and professional sites—no Figma imports or HTML hassles required. Start creating for free at framer.com/design with code `PRACTICALAI` for a free month of Framer Pro.Upcoming Events: Register for upcoming webinars here!
Thanks to our Partners, Shop Boss and AppFueledMost shop owners avoid tough conversations until it's too late. But what happens when life throws you something completely unexpected, like the sudden loss of a loved one or a health scare that takes you out of your business?In this powerful, heartfelt conversation between Darrin and Ginger Barney (Elite), and Brian and Kim Walker (Shop Marketing Pros), these industry leaders open up about the real-life wake-up calls that forced them to prepare for the unthinkable. From losing parents to near-miss tragedies, they share the emotional and logistical side of what happens when you're not ready, personally or professionally.They talk about wills, SOPs, key person insurance, and yes, those “if I die” videos nobody wants to think about but everyone needs. More importantly, they cover what it means to love your team, your clients, and your family enough to take action before the worst happens.This isn't about fear. It's about leadership. It's about responsibility. And it's about love.
This episode introduces the new NBAA Standard Operating Procedures (SOP) Manual and why it's a big deal for business aviation. Dylan and Max are joined by Brian Small of FlightSafety International and Tim Schoenauer of CAE to explain how the manual was developed, who it's for, and how operators can actually use it—not just shelf it. They break down the regulatory intent, training implications, and where this fits into real-world Part 91 and 135 operations. If you've ever wondered what "good SOPs" are supposed to look like, this is the starting point. Download the New NBAA SOP Manual Manual (no login required, just share contact information) Connect with Tim Schoenauer in LinkedIn Connect with Brian Small on LinkedIn Show Notes 0:00 Intro 1:46 The Start of Standardization 14:59 What's an SOP Guide? 19:08 Benefits of Standardization 32:04 Already Have an SOP? 34:36 Phasing into Training 43:19 Recommendations Going Forward Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more. Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.
Most indoor playground and play café owners don't need more ideas going into a new year — they need better execution on the ones they already have.In this episode, I break down exactly how I'm using AI right now to help my indoor playground business owner clients review numbers, tighten systems, and remove the operational friction that quietly drains time and profit.This isn't about trends or tech overwhelm. It's a step-by-step, practical walkthrough of how I recommend using AI as an analyst, operations assistant, and planning tool so you can head into 2026 with clearer priorities, stronger systems, and far less on your plate.BLOG for this episode05:00–11:00 Strategy 1: Revenue analysis to find 2026 opportunities11:00–15:10 Strategy 2: Fix party systems before busy season15:10–17:10 Strategy 3: SOPs that don't depend on the owner17:10–19:00 Strategy 4: Floor-plan-based cleaning and safety19:00–23:10 Strategy 5: Prevent membership churn with AI23:10–25:35 Strategy 6: Pricing and add-on cleanup25:35–27:55 Strategy 7: Customer message scripts and decision trees27:55–29:50 Strategy 8: Policies and incident reporting systems29:50–31:40 Strategy 9: Repurpose marketing content fast31:40–34:15 Strategy 10: Website clarity, conversion, and SEO34:15–38:35 Strategy 11: Partner and sponsor generation for 2026OTHER RESOURCES:Play Cafe Academy & Play Makers SocietyGetting Started With Your Play Cafe [YouTube Video Playlist]What's Working In The Indoor Play Industry 2025 GuideFund Your Indoor Play Business [Free Training]Indoor Play Courses & 1:1 Consulting WaitlistMichele's InstagramMichele's WebsitePlay Cafe Academy YouTube ChannelETSY Template ShopPrepare Your Indoor Playground For a RecessionPlay Cafe Academy & Play Makers SocietyQuestions and Support: Support@michelecaruana.com Play Cafe Academy & Play Makers Society: http://bit.ly/3HES7fDQuestions and Support: Support@michelecaruana.com Simplify and Scale with 50% OFF WellnessLiving: https://discover.wellnessliving.com/playcafeacademyActive Campaign Free Trial: https://www.activecampaign.com/?_r=D6IYK3HG
You know that moment when someone sees something in you long before you're ready to claim it? For many leaders, that moment becomes the spark that changes everything. For Vicky Brown, it was the gentle (yet persistent) nudge that pushed her from devoted "number two" to founder of a thriving HR firm that's been supporting high-performance companies for more than two decades. Too often, business owners think of HR as paperwork, policies, or "the stuff you deal with when something goes wrong." But Vicky's story—and her expertise—reveal a very different truth: HR is leadership. HR is vision. HR is the people strategy that creates growth, retention, and long-term success. With 20+ years of corporate leadership behind her, Vicky stepped into entrepreneurship almost by accident. But what she built—Idomeneo Enterprises and the Leaders Journey Experience—now helps business owners streamline their operations, strengthen their culture, and lead with confidence. And yes, her unexpected background as an opera singer plays a surprising role in how she shows up as a leader today. In this episode, Vicky breaks down how to hire well, retain top talent, lead remote teams, and embrace the mindset required to grow—and how you can do the same. Finding & Keeping the Right People Hiring high performers doesn't start with a job post—it starts the moment you recognize a gap on your team. Vicky explains that clarity is everything: when leaders don't define what they truly need, they end up hiring "whoever sticks" instead of hiring strategically. Onboarding goes beyond SOPs. High performers want context—why their work matters, where it fits in the bigger picture, and what success actually looks like. When people feel informed and empowered, they stay engaged and contribute at a higher level. And retention? It comes down to vision. Vicky shares that great leaders build a vision big enough to hold their team's dreams. Some people will eventually pursue their own path—and that's a win. But the right culture gives ambitious, talented people room to grow with you. Leading With Vision—And Letting Your Team Shine With decades of HR leadership behind her, Vicky reminds us that great CEOs don't know everything—they know enough to hire the right experts. She encourages leaders to stay curious, keep learning, and stay connected to every part of the business, even the parts outside their natural strengths. Culture is equally essential, especially for remote teams. Vicky shares how her company maintains connection through weekly team touchpoints—tactical meetings, kudos and wins, shared learning, and a beloved "Wednesday Water Cooler" that mixes fun with genuine relationship building. These small rituals create trust and make work feel human. And then there's her opera background. Her teacher's advice—"Sing with your opera voice all the time"—became a leadership mantra about confidence, presence, and stepping fully into your role. It's the mindset that helped Vicky evolve from a reluctant founder to a visionary leader. Enjoy this episode with Vicky Brown… Soundbytes 08:53 - 09:10 "You're good at what you're good at, but now you're responsible for a whole world of other tasks. I had never sold anything—now suddenly I'm responsible for sales, marketing, accounting, all of it." 14:14 - 14:25 "Your vision needs to be large enough to hold their dream. If your vision is big enough, there's infinite opportunity for them with you." Quotes "You just have to step into that suit and wear it." "High performers don't just want to make widgets—they want to know how their work fits into the bigger picture." "Recruiting is a marketing function. You're selling the opportunity to the right people." "You need to know enough to be dangerous, but not enough to do it all. Hire experts." Links mentioned in this episode: From Our Guest Website: https://idomeneoinc.com/ LinkedIn Profile: https://www.linkedin.com/in/vicky-brown-4160061/ The Ultimate HR Workflow Guide: http://vickybrownhr.com/podcastgift Connect with brandiD Find out how top leaders are increasing their authority, impact, and income online. Listen to our private podcast, The Professional Presence Podcast: https://thebrandid.com/professional-presence-podcast Ready to elevate your digital presence with a powerful brand or website? Contact us here: https://thebrandid.com/contact-form/
In this episode of Owned and Operated, John Wilson sits down with Aizik Zimerman of Jay Blanton Plumbing (Chicago) to break down the remote staffing playbook that most home service operators still aren't using.John and Aizik start with a real-world story from a contractor event—how one company allegedly went from $0 to $6M using yard signs, and how Aizik tested it immediately (including the “don't put them on every corner” lesson).Then they go deep on what actually drives scale: building a remote-first, offshore-heavy team that works in the real world. Aizik shares how his business grew to 140 employees with 50+ overseas team members, and how he structures offshore hiring across accounting, install coordination, marketing, recruiting, dispatch, and fleet coordination.They break down the “hub and spoke” model: keep your US leaders focused on thinking and decision-making, then build specialized offshore roles to handle execution—so your business moves faster without bloating payroll.If you're trying to expand coverage, build specialization early, or you've wondered whether recruiting + dispatch + ops coordination can really be offshored, this episode is the blueprint.What You'll LearnWhy “if it can be done remote, it can be done from anywhere”The hub & spoke model: US leaders + offshore execution podsHow Aizik offshores technician recruiting (and why it's a massive unlock)Which roles are easiest vs hardest to offshore (CSR vs dispatch/install coordination)How to reduce “overemployment” risk with real systems (Zoom rooms, accountability layers)Why you should default to remote-first hiring at any size—even at $500K/year
Strong systems can work wonders for your business—turning daily chaos into calm, improving consistency, and freeing up time for growth. In this episode of the Child Care Genius Podcast, CCG COO Sindye Alexander steps in as guest host for a powerful conversation with Faith Yocum, owner of Six Little Ducks Childcare Centers in Buffalo, NY, and Vice President of Coaching and Business Development at Child Care Genius. Together, they dive deep into how smart systems, solid processes, and clear expectations can help your center run more efficiently and operate smoothly—even when you're not there. Listen in as Faith shares her journey from manufacturing management to child care owner, and how discovering the right coaching support helped her scale her centers and build a business that practically runs itself. She and Sindye explore how to create SOPs that actually work—where to start, what to include, and simple ways to make them part of your everyday operations. You'll also hear how to use staff input to refine processes, stay inspection-ready with a compliance calendar, and set brand standards families can rely on. The discussion goes beyond theory, with real-life examples, time-saving ideas, and creative ways to use AI to draft procedures while keeping that all-important human touch. If SOPs and compliance have ever felt overwhelming, this episode will help you get started with clarity and confidence. Tune in for practical steps, plenty of encouragement, and an open invitation to connect with the Child Care Genius team for a free discovery call to explore how coaching can help your center thrive. To Contact Faith Yocum: Faith@childcaregenius.com Mentioned in this episode: GET TICKETS to the Child Care Genius LEGACY Conference: https://childcaregenius.com/legacyconference/ Need help with your child care marketing? Reach out! At Child Care Genius Marketing we offer website development, hosting, and security, Google Ads creation and management, done for you social media content and ads management. If you'd rather do it yourself, we also have the Genius Box, which is a monthly subscription chock full of social media & blog content, as well as a new monthly lead magnet every month! Learn more at Child Care Genius Marketing. https://childcaregenius.com/marketing-solutions/ Schedule a no obligation call to learn more about how we can partner together to ignite your marketing efforts. If you need help in your child care business, consider joining our coaching programs at Child Care Genius University. Learn More Here. https://childcaregenius.com/university Connect with us: Child Care Genius Website Like us on Facebook Join our Owners Only Private Mastermind Group on Facebook Join our Child Care Mindset Facebook Group Follow Us on Instagram Connect with us on LinkedIn Subscribe to our YouTube Channel Buy our Books Check out our Free Resources
Growth rarely stalls because the team isn't smart enough; it stalls because everyone is running a different playbook. We sit down with Eric Pfeiffer to explore a leadership operating system that replaces drama with trust and equips people to think clearly under pressure. Instead of chasing a new tactic for every fire drill, Eric shows how a compact set of tools can align how your team communicates, decides, and learns—so talent compounds and execution speeds up.We start with the hard truth about complacency and the “law of the lid”: organizations cap out where leaders stop growing. From there, we dig into symptom versus system thinking. Missed handoffs, slow decisions, and tense meetings are signals of deeper root causes—unspoken norms, conflicting assumptions, and inconsistent accountability. Eric lays out why a shared operating system acts like SOPs for humans, giving teams a common language for conflict, feedback, and ownership. His sports analogy hits home: elite players still lose without a shared playbook; companies do too.The highlight is a high-stakes story. After a confidential pricing file was sent to every vendor, the exec team veered into blame until someone paused and drew the “Kairos” framework on the board. In minutes, the mood shifted from fear to focus. They owned the mistake, aligned the response, and not one vendor defected. More important than the outcome was the reflex they rewired: under pressure, they chose a shared process over old habits. That's the promise of a real operating system—fewer fire drills, faster learning loops, and a culture where leaders train capacity instead of renting fixes.If you lead a growing team, this conversation is a field guide for the moments that matter. You'll hear how to diagnose root issues, codify a simple playbook, and train weekly so the right habits stick when the game speeds up.
professorjrod@gmail.comWhat if your help desk could solve recurring IT problems in minutes, not hours? In this episode, we explore the backbone of reliable IT support, focusing on clear SOPs that remove guesswork, SLAs that align technical work with business risk, and an effective ticketing flow that transforms scattered fixes into measurable outcomes. Whether you're preparing for a CompTIA exam or seeking practical IT skills development, you'll find valuable insights here. We share real-world examples—from login failures to VPN drops—that demonstrate how documentation, escalation tiers, and knowledge bases reduce time-to-resolution and prevent repeat incidents, making technology education and effective IT support attainable goals.We also get candid about the human side of support. Professionalism is not a soft skill; it is operational. We talk punctuality, clean language, and the kind of active listening that clarifies issues without talking down to users. De-escalation matters, but so do boundaries; you can stay calm without tolerating abuse. And yes, social media can cost you your job—one vague post is all it takes. These habits shape trust with customers and credibility inside the org.To round it out, we map the OS landscape you actually support: Windows, macOS, Linux, and ChromeOS on the desktop, plus iOS and Android in the field. We cover MDM realities with JAMF and Google Workspace, why file systems like NTFS and ReFS or APFS and ext4 affect security and performance, and how hardware requirements such as TPM 2.0 should drive upgrade planning. You will leave with a sharper playbook and four cert-style practice questions to test your knowledge.If you found this useful, follow the show, share it with a teammate, and leave a quick review to help others find it. Got a help desk win or a hard lesson learned? Send it our way and join the conversation.Support the showArt By Sarah/DesmondMusic by Joakim KarudLittle chacha ProductionsJuan Rodriguez can be reached atTikTok @ProfessorJrodProfessorJRod@gmail.com@Prof_JRodInstagram ProfessorJRod
In this episode, Molly sits down with Natasha Vontracek, Firm Director, Atticus Family Law, to unpack what it really takes to run a high-performing remote law firm. Natasha shares how trust, communication, and the right tools strengthen virtual teams; why a legal administrator is essential; how "nice" leadership builds accountability; how simple SOPs and EOS tools create clarity; and how daily challenges become learning moments that improve systems and teamwork. Key Takeaways: Natasha shares the benefits and challenges of leading remote teams and highlights why the right tools and structure are essential for success. Establishing trust and ensuring open communication within teams is vital. Regular check-ins and updates help maintain productivity and morale. A professional legal administrator plays a crucial role in managing operations, aligning team efforts with the visionary goals of attorneys, and handling dynamic firm strategies. She stresses the importance of curiosity, detail orientation, and staying adaptable as technology and the legal landscape evolve. Natasha shows how leading with honesty, openness, and support creates a strong, collaborative, and accountable firm culture. Quote for the Show: "The biggest part is making sure everyone is productive, trusting your team, and watching the numbers grow" - Natasha Vontracek Connect with Natasha: Website: https://atticusfamilylaw.com/ Podcast: https://podcasts.apple.com/us/podcast/service-excellence-transforming-your-firms-approach/id1328574213?i=1000685188029 LinkedIn: https://www.linkedin.com/in/natasha-vondracek/ Facebook: https://www.facebook.com/natasha.vondracek Instagram: https://www.instagram.com/atticusfamilylaw/ Links: Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/UPHVX5PDs9M
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
Tired of choosing between a great personality and plug-and-play experience? Richard and Caitlin show how real-world SOPs let you hire for attitude, train the skills, and stop feeling held hostage by turnover. Plus: easy ways to draft manuals with AI and keep a steady pipeline of candidates.
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Have you ever felt like enterprise clients were running your agency instead of the other way around? Buried in endless proposals no one reads, forced into rushed timelines, or watching your margins shrink every time a project drags out? Today's featured guest opens up about how he broke out of that exhausting cycle. Instead of over-delivering just to keep big clients happy, and seeing little return, he made the bold decision to focus on smaller, more committed clients who were ultimately more profitable and easier to build long-term relationships with. He'll share what he learned about sustainable growth, including why productizing your services sounds great in theory but can actually become counterproductive when it only happens externally. He'll also explain the sales shift that changed everything: offering a low-risk, "foot-in-the-door" engagement that qualifies prospects, builds trust, and creates a smooth path into deeper service offerings. Charlie Clark is the founder of Minty Digital, a boutique SEO agency focused on travel and lifestyle brands that originally launched in Barcelona and now operates from London. In this conversation, he'll break down the mindset, systems, and strategy needed to stop chasing validation from big brands and instead build a business where profitability, alignment, and respect come first. In this episode, we'll discuss: Why mid-market clients deliver higher profits than enterprise. How internal productization increases efficiency by 3X. How clear pricing transforms the sales cycle. How AI forced a new level of adaptability in SEO agencies. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. From Struggling Freelancer to Sustainable Agency Growth After a short stint in an agency at age 22, Charlie tried to go solo before realizing he didn't yet know how to grow a business. He assumed he could do it on his own and quickly learned he wasn't ready yet. Instead of quitting, he got a job as a Digital Marketing Manager, where he could make mistakes, learn operations, and understand what actually works inside a business. Moving to Barcelona created the perfect environment for momentum. His one-month stay turned into ten years after he landed several clients within weeks. His first retainer was €500 a month, which he laughs about now, but he admits it took years before he learned how to price correctly and move away from low-margin retainers. Those early years were full of trial and error, but the big breakthrough was realizing that charging more wasn't always the key to profit. Charging smarter was. Real Profit Lives in the Middle, Not the Top One of the strongest lessons Charlie learned was that bigger retainers did not equal bigger profit. Working with enterprise clients, he saw they could easily squeeze margins, the team would end up over-delivering, and on top of it all, payment terms were a nightmare. After years, he realized these clients often cost the agency money when the team over-delivered just to keep them happy. By contrast, the clients who had been with him since the early days, the ones paying between three and six thousand per month, were the most profitable and the most loyal. They bought the same deliverables. They stayed for years. And they matched the agency's internal processes beautifully. Once he realized this, he moved to intentionally pursuing that sweet spot. Not the five figure monthly retainers or the cut rate ones. The predictable, operationally aligned middle where the team can deliver consistently and profitably. For Charlie, this changed everything from sales cycle speed to team alignment to lifetime value. Internal Productization: The System that 3X Efficiency Many agencies think productization means selling rigid packages that make you look less strategic. Charlie took the opposite approach. Internally, his team adopted highly productized systems, templates, and SOPs. They knew exactly what to do for a three thousand dollar client versus a six thousand dollar one, and how much effort each one required. Externally, the offer still looked consultative and customized. Clients saw a broad range of what could be included, but the delivery stayed tight behind the scenes. This improved profitability, gave the team clarity, and dramatically sped up onboarding. The biggest win? It eliminated the "start from scratch every time" problem that slows agencies down and kills margins. How Clear Pricing Transforms the Sales Cycle Before productization, Charlie would spend hours on proposals that often got ghosted. Once he added transparent pricing, clear expectations, and prequalification to the website, the right clients were self-selecting before the call even happened. By the time he spoke with them, they understood the price and the structure. Now he closes clients on the call or even through a single WhatsApp message. This is the power of clarity. It shortens cycles, reduces friction, and saves enormous amounts of time for a lean team. However, transparent pricing attracts budget mismatches, so Jason recommends removing pricing from agency's websites and switching to triage calls and the Foot-In-The-Door model. At the end of the day, there are a thousand ways to create a better sales process. What matters is that it filters, qualifies, and positions you as the advisor. Why a Paid Discovery Offer Builds Trust and Prevents Ghosting Both Charlie and Jason agree that a small, paid upfront engagement solves the biggest challenge in agency sales. Trust. SEO agencies in particular fight an uphill battle here. The barrier to entry is low. There are thousands of one-person shops. Many prospects have been burned before. A small paid engagement builds confidence, shows value quickly, and prevents ghosting. The Foot-in-the-Door offer should be simple, done live with the client, and designed to build the relationship. Not overloaded with deliverables that overwhelm the client and make them feel uneducated. When done right, it leads naturally into a larger project and then a retainer. Charlie's Kickstart product functions the same way. For eight hundred dollars, clients get quick wins and clarity. It works because it gives prospects a safe way to test the relationship and because it positions the agency as a trusted advisor instead of a vendor chasing a proposal. How AI Forced a New Level of Adaptability in SEO Agencies Charlie admitted that two years ago he felt bored with SEO. Then AI exploded. Search interfaces changed. Clicks shifted. And suddenly the industry was moving faster than ever. For many agencies, this uncertainty created fear. For Charlie, it sparked energy. He leaned back in, started speaking at events, ran experiments on AI search, and brought a fresh curiosity back to himself and his team. He described the past year as a sink-or-swim moment for agencies. The ones who coasted struggled. The ones who adapted thrived. Lean teams with solid systems could move faster and deliver more value. In his words, being nimble is now a competitive advantage. Figuring out AI reignited his passion in the business but it was far too much to tackle alone. This is why agency owners should have a community to lean on to try to figure out changes in the industry. Your network will determine your speed of growth. Agency owners who surround themselves with peers sharing what works and what fails will survive the next wave of industry change. The ones who go alone will struggle. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success
If your practice feels like it's running on chaos, Post-its, and crossed fingers, this episode is going to be a breath of relief. I'm walking you through the first five SOPs I believe every therapist should have, because these are the systems that gave me my evenings back, lowered my stress, and stopped my practice from falling apart every time I hired someone new.I'm sharing the real mistakes I made when I first started working with VAs, like assuming they could read my mind, or handing over tasks without any structure, and how simple, foundational SOPs completely changed my workflow. From weekly check-ins and shared agendas to onboarding rhythms, accountability systems, and clear “when you're stuck” instructions, I'll show you exactly how I keep projects moving without micromanaging or constantly feeling behind.If you've ever hired a VA and felt disappointed, or if you're just trying to organize your practice so it doesn't drain the life out of you, these are the steps I wish someone had handed me years ago.In this episode, you'll learn:The five SOPs that transformed my practice, including communication rhythms, shared spaces, clear action items, and a visual workflow your VA can follow.How I delegate tasks without miscommunication, using Trello, AI notes, Loom walk-throughs, WhatsApp updates, and first-attempt feedback loops that set everyone up for success.Why onboarding takes time—and what that actually looks like, including starter projects, daily accountability check-ins, and the “when you're stuck” SOP that keeps work from stalling out.If you're ready to stop running your practice on stress and start running it on systems, this is the episode you've been waiting for.If you're ready to lead with confidence, join the 2026 Supervisor Course waitlist for early access to bonus tools, templates, and fast-track grading. Strengthen your systems today with the free Supervision Onboarding Checklist, and get ongoing CEUs and live coaching inside the Step It Up Membership. You're not just building a practice, you're building a legacy.Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.
How do you take a niche SaaS product from zero to $150k MRR in under two years — without venture capital?In this episode of Founder Views, Kosta Panagoulias sits down with Nadav Boaz, co-founder of VoiceDrop, to break down exactly how they scaled fast by combining cold email mastery, SEO execution, and ruthless operational discipline.This isn't theory. Nadav shares what actually worked — and what didn't — across dozens of past businesses before VoiceDrop finally clicked.We cover:How VoiceDrop reached $150k MRR with a lean, remote teamThe exact 3 growth channels they double down on (and why)How cold email is used strategically — not spammySEO tactics that helped them rank #1 and show up in AI searchWhy pre-authorizing trial users increased conversions from 12% → 50%Managing churn in a high-ticket SaaSWhy “usage” matters more than loginsLessons from running (and failing) dozens of businesses before successIf you're a SaaS founder focused on execution, leverage, and real growth, this episode delivers.Chapters / Timestamps00:00 – Why VoiceDrop caught Kosta's attention02:00 – What VoiceDrop does (ringless voicemail explained)04:00 – Team size, remote setup, and founder roles07:00 – Using past businesses as leverage for new SaaS launches10:20 – The 3 growth pillars: SEO, cold email, Google Ads13:30 – SEO execution: keywords, authority, and SOPs with VAs16:00 – Ranking in AI search (ChatGPT, Gemini, etc.)18:10 – Cold email infrastructure that actually works22:00 – Targeting, segmentation, and ARPU strategy26:00 – When SEO overtook outbound as the #1 channel27:00 – Boosting trial-to-paid conversion to 50%30:00 – Pre-authorization: filtering tire-kickers32:00 – Human vs product-led conversions36:00 – Using AI inside the product (voice cloning, scripts)39:00 – AI for outbound replies and internal leverage41:30 – Scaling fast without burning out as a founder45:30 – Customer support, tooling, and cost control50:00 – Managing churn in a high-ticket SaaS53:30 – The single metric Nadav watches daily54:20 – Favorite business book & lifestyle choices56:20 – One billboard lesson for SaaS founders
In this highly practical episode of the SpeakersU Podcast, James Taylor and Maria Franzoni share the essential tools they use every day to run successful, scalable speaking businesses. From payments and scheduling to CRM systems, international banking, SEO, video production, writing, and travel management, this episode delivers a full behind-the-scenes tour of a modern professional speaker's tech stack. Maria reveals how she automates coaching bookings end-to-end using Stripe, Calendly, Zapier, Xero, and Zoom, plus the browser tools she relies on for productivity, documentation, and client management. James shares the marketing, SEO, video, writing, and travel tools that power his global keynote career including Kajabi, SEMrush, Ecamm Live, Scrivener, eSpeakers, and TripIt Pro. If you want to save time, increase your efficiency, improve your marketing, streamline your finances, and stay sane on the road, this episode is a must-listen. Key Takeaways Automate your bookings and payments to remove admin friction using Stripe, Calendly, Zapier, Xero, and Zoom. Choose your ecosystem wisely with an all-in-one platform like Google Workspace or a diversified stack for redundancy. Kajabi is a powerhouse for speakers running courses, memberships, websites, and email marketing in one place. Scribe creates instant SOPs by recording your screen and auto-generating training documentation. Wise saves thousands in international banking fees for globally travelling speakers. eSpeakers simplifies lead tracking, contracts, and inquiry management for professional speakers. TextExpander massively boosts productivity with smart text shortcuts across all devices. Scrivener is ideal for long-form writing including books and keynote research. Pipedrive offers a clean, mobile-friendly CRM with real-time proposal tracking. TripIt Pro is a game-changer for global travel management with live itinerary updates and travel analytics. SEMrush reveals keyword gaps and competitive SEO strategy for authority positioning. Ecamm Live enables professional virtual keynotes and multi-camera live broadcasting. Memorable Quotes "Stripe, Calendly, Zapier, Xero, and Zoom all talking to each other changed my life." – Maria Franzoni "Why are we paying five different companies when one system can do most of it?" – James Taylor "Scribe builds your SOPs while you work. It's magic." – Maria Franzoni "Wise saved me an absolute fortune in international bank charges." – Maria Franzoni "If you want to rank number one in your topic, you have to invest in SEO tools." – James Taylor "TextExpander gives you your time back in the smallest, smartest way." – Maria Franzoni "TripIt Pro is my mission control for global travel." – James Taylor Episode Timestamps 00:00 – Welcome and why tools equal ROI 01:27 – Maria's automated booking stack: Stripe, Calendly, Zapier, Xero, Zoom 03:05 – Dropbox vs Google Workspace debate 06:25 – Fathom AI meeting notes and cloud backups 08:44 – Kajabi for courses, memberships, websites, and email 11:35 – Scribe for instant SOP creation 13:12 – Tea etiquette and British cultural detour 14:23 – eSpeakers for speaker CRM, contracts, and inquiries 16:08 – Wise for international payments and currency accounts 18:41 – Ecamm Live for virtual keynotes and livestreaming 20:27 – GoFullPage for capturing entire web pages 21:31 – SEMrush for competitive SEO tracking 23:57 – TextExpander for instant productivity gains 26:31 – Scrivener for book writing and keynote creation 28:40 – Pipedrive CRM with email, LinkedIn, and pipeline tracking 31:18 – TripIt Pro for global travel stats and itineraries 34:00 – Wrap-up and future episode on physical gear
Alan Franks reveals why so many business owners stay broke, how to build wealth outside your company, and why financial planning must include real estate.In this episode of RealDealChat, Jack Hoss sits down with Alan Franks, founder of Empowered Money and Business Planning Institute, to discuss why so many entrepreneurs stay broke — despite high revenue, long hours, and endless sacrifice.Alan explains why entrepreneurs often treat their business like a “baby,” reinvesting everything back in and starving their personal finances. He lays out the framework he uses to help business owners build real wealth, diversify across real estate, capital markets, and business equity, and structure operations so the company can run without the owner.He shares lessons from the 2008 crisis, why comprehensive financial planning matters more than ever, the truth about generational wealth (it's NOT the money), how to balance liquidity and long-term growth, and why today's economy demands a plan that includes real estate, investing, AND a sellable business.This is one of your most actionable “business + finance + real estate” episodes.What You'll LearnWhy so many business owners stay broke despite big revenueHow to split revenue into operating, owner comp, taxes & wealth-buildingWhy financial planning must include real estateThe power of fee-based planning vs financial product salesThe “Ready → Aim → Fire” framework for new investorsWhy liquidity risk is the real danger in real estateHow to evaluate today's economy (rates, tariffs, inflation)Why owning a sellable business = real generational wealthHow to avoid over-reinvesting in your companyHow SOPs, documentation & AI-driven systems free the ownerHow to build personal wealth outside the business
Most firm owners try to improve performance by pushing harder, hiring more, or firefighting their way through the week. But the real bottleneck isn't effort - it's the lack of structure. Without clear systems and consistent meetings, your team is left guessing, and you end up carrying the weight alone.In this episode of The Wize Way Podcast, we break down how effective meetings become the backbone of your SOPs and your leadership.You'll learn:✅ Why meetings are the fastest way to uncover missing SOPs ✅ How 1:1s help new hires settle in and reveal process gaps ✅ The role meetings play in accountability, delegation, and culture ✅ How structured rhythms give you visibility across every part of the firmIf you're ready to stop running your business in the dark and start leading with clarity and confidence, this episode is a must-listen.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here 4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here
What did AI actually do for the pet industry in 2025 and what's the real risk if you don't adapt going into 2026? This episode is a passionate, real-talk reflection on how AI revolutionized the pet industry in 2025 and why pet business owners can't afford to ignore it in 2026. I share real examples from inside the mastermind, my personal experiences, and exactly how AI helped us become faster, smarter, and more aligned across every area of our businesses and lives. From hiring to headshots, route planning to recruiting, I break down how AI isn't just a tool, it's a way of thinking. If you're still treating it like a copy machine, you're already behind. In This Episode, You'll Discover: The mindset shift from “Is AI safe?” to “How do I use AI authentically?” Why AI is not just about automating tasks, it's about creating freedom How I used AI to write training, create SOPs, and plan goals for my mastermind members The difference between using AI as a thought partner vs. outsourcing your brain Why even your pet sitters and dog walkers need to know AI basics What “wrapped” reports and Elf on the Shelf have to do with your next level of growth My warnings (and tough love) for those still stuck in 2023 thinking Timestamps: 00:00 — Why ignoring AI in 2026 will cost you everything02:21 — Using AI to analyze dating data (and why it matters for your business)05:00 — 30+ ways we used AI in the mastermind this year07:12 — Rewiring your brain with AI-powered goal setting13:00 — Thought partner vs. outsourced brain: which one are you?23:30 — Why even your dog walkers need to understand AI28:15 — The AI tech stack I swear by (and how to access it all for $20) Notable Quotes: “If you refuse to use AI in 2026, you're going to look like the sitter still using pen and paper.” “Most of you aren't using AI wrong—you're just not using it deep enough.” “Stop acting like ChatGPT is the entire universe. That's like insisting skinny jeans are still in when the world's moved to wide leg.” “The winners in 2026 are the ones who use AI as a co-strategist—not just a copy machine.” Resources & Links: Try Magai AI Hub: Get access to ALL the major AI models in one place (and 30% off your first 3 months) Book a 20-minute strategy call with me. Need website copy help? Get in before the rates go up. Follow me on Facebook for real-time AI examples Transcript: Welcome to another episode of Bella in Your Business. My name is Bella Vasta, and this may be one of the last episodes of 2025. As such, we're going to talk a lot today about just how far we've come and what is actually possible. I hope that this episode excites you, delights you, and lets your brain start thinking about all the things that are possible this year because of AI. I'm not exaggerating. There has never been a better time to own a business than right now. The things that we have access to and the things that we are able to do without having to go out and try to hire somebody are impeccable. If you ignore AI in 2026, and this is my warning as we look forward, you're going to look like the sitter who's using pen and paper, not online scheduling. At the start of this year, back in January 2025, I was trying to convince people that AI was not a fad and that it was actually here to stay. By the end of the year, now, most of you are no longer asking if it's safe to use. You're asking how to use it and still be authentic. That's what I've been here for every step of the way, pacing alongside you. At the same time, I have a lot happening behind the scenes where we are far ahead. I want to keep being your filter. I want to show you exactly what you need to know for your specific pet business so you don't get overwhelmed or distracted by shiny objects. AI is a spectrum. You can show up at a mediocre surface level, or you can go deep. The breadth of what you can do with it is enormous.
Send us a textStill doing your team's job for them?If your team still needs you to weigh in on every little thing, you don't have a performance problem. You have a leadership bottleneck. And if you don't fix it before January, you're setting yourself up for another year of burnout.This week on She's That Founder, Dawn lays down the leadership law on why your team still treats you like human Google. Spoiler: It's not because they're incompetent. It's because you haven't transferred ownership—just tasks. And that stops now.You'll walk away with a 4-stage framework to stop bottlenecking your business, a script for the accountability convo you've been avoiding, and an AI-powered way to document the magic in your head so your team can finally lead without you.Listen if you're ready to finally step into your CEO seat and stay there.Join the AI for Founders Community on LinkedIn, the free space for leaders to test AI tools, troubleshoot delegation, and scale smarter together.Key TakeawaysTasks ≠ Ownership: Telling your team to “handle it” doesn't work if you haven't shared your thinking process.Why AI is your delegation secret weapon: Use tools like ChatGPT to turn your brain into SOPs—fast.The 4-Stage Ownership Transfer Model: From documenting your decisions to full delegation with strategic check-ins.“Done properly when…” statements: How to define success clearly so your team stops guessing.The exact phrase to say when someone drops the ball—without being a jerk.Resources & LinksAI for Founders CommunityTry this AI Prompt: “I make decisions about [X] all the time. Help me identify the factors I consider, the frameworks I use, and the criteria that matter most.”10 Ways AI Will Make You a Better LeaderRelated Episodes:110 | 3 Custom GPTs That Save Female Founders 16 Hours a Week Learn how to build your own "What Would You Do?" GPT to stop being your team's human Google and reclaim your time.098 | The AI Content System That Sounds Like You (In 10 Minutes) Discover how to turn your brain into a scalable, AI-powered content engine—no burnout required.Want to increase revenue and impact? Listen to “She's That Founder” for insights on business strategy and female leadership to scale your business. Each episode offers advice on effective communication, team building, and management. Learn to master routines and systems to boost productivity and prevent burnout. Our delegation tips and business consulting will advance your executive leadership skills and presence.
The Thought Leader Revolution Podcast | 10X Your Impact, Your Income & Your Influence
"I just want to focus on what I love doing, what lights me up, what brings me joy." Buying back your time begins with understanding the true value of your hours. When you separate high-value strategic work from low-value administrative tasks, it becomes clear how much freedom can be reclaimed by eliminating, automating, or delegating what weighs you down. The core principle is simple: focus on the activities that move the needle, and build systems for everything else so time becomes an asset—not a burden. George Rivera & Michael Santonato explore how real transformation happens when you stop being the hero of your business and start becoming its architect. George shows how documenting tasks, creating SOPs, and hiring smartly allows founders to spend more time in their genius. Michael shares how clearing administrative clutter elevates his ability to educate clients and close high-value opportunities. Together, they show that buying back your time is a mindset long before it becomes a system. George is an entrepreneur with over $400M in career sales who now teaches founders how to reclaim their hours and reconnect with what matters most. Michael is a financial advisor and thought leader who helps people become financially indestructible. Both bring decades of mastery into a practical conversation for entrepreneurs ready to level up their time, income, and lifestyle. Expert action steps: Eliminate Remove tasks that don't genuinely matter. If a task doesn't move the business forward or support your highest-value work, cut it completely. Automate Create systems or use tools that handle repetitive work for you. Anything predictable, rule-based, or formula-driven should run on autopilot instead of consuming your mental bandwidth. Delegate Hand off everything that someone else can do at a fraction of your value. Document the process, give clear instructions, and assign ownership so you never have to touch that task again. Learn more & connect: You can find more info about Geroge's book Buy Back Time Formula at https://buybacktimeformula.com/. Learn more about Michael as a financial coach and educator at https://michaelsantonato.com/. Visit https://www.eCircleAcademy.com and book a success call with Nicky to take your practice to the next level.
From Chaos to Cash Flow: How Business Owners Can Scale with Less Stress with David Forster "Slow is smooth, smooth is fast." If you're stuck reacting all day, this episode with David Forster hands you the blueprint: clarify roles, codify the 80%, install scorecards that measure what matters, and make Profit First automatic so cash is where you need it—when you need it. In This Episode, You'll Learn: Why "boring, repeatable systems" beat heroics—and how to build them for people who crave structure. The clarity–consistency–accountability trio: what each really means in day-to-day ops. The 90–180 day "adoption dip" and how to push through it. Scorecards: tie activity → ratios → results (and stop tracking vanity metrics). Onboarding that sets the fence lines (and uses QR'd micro-videos for field teams). The "Think Like Me" cheat sheet so crews can make good calls without you. Profit First with Relay: reducing "move-the-money" friction to near zero. Key Takeaways: Build for the 80%. Don't rewrite SOPs for one-off edge cases; keep them simple and usable. Adoption is a habit curve. Expect drop-off at 90–180 days; consistency wins. Scorecards must link effort to outcomes (e.g., calls → close ratio → sales). If it doesn't predict success, drop it. "Fence lines" create safety. Reward following process; improve the process when outcomes miss. Systemize onboarding. Use bite-size clips + QR codes; new hires set the tone for the rest. Cash discipline ≠ harder work. Automate allocations (Relay) so Profit First happens without willpower. Bio: David Forster is the founder of Systems Over Sweat and a strategic expert in business operations for home service businesses scaling past $1M - $5M in revenue. With over 20 years of experience building, scaling, and exiting service companies, David helps owners escape the chaos by fixing the processes that are quietly draining their time, profit, and energy. He's not a theorist—he's a tactician. David works with business owners to eliminate inefficiencies, simplify operations, and build scalable systems that allow the business to grow without the owner needing to be involved in every little decision. He's the guy that makes sure your operations actually operate. Links: Website: https://www.systemsoversweat.com/ Facebook: https://www.facebook.com/rdavidforster LinkedIn: https://www.linkedin.com/in/rdavidforster/ Conclusion: Scale doesn't come from working harder—it comes from designing clarity, codifying the 80%, and reviewing scorecards with courage. Pair that with automated Profit First allocations and you'll stop firefighting and start compounding profit. #ProfitFirst #CashFlow #SmallBusiness #Trades #EOS #SOPs #Scorecard #OwnerPay #RelayBanking #Operations #Accountability #CFO Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeAfter earning two degrees in architecture and starting your career with a design firm, you get into real estate operations.Your first task: turn a real estate team into an independent brokerage. Overnight, if possible.Your second task: expand and renovate the office to prepare for growth.Meanwhile: you need to get the systems and processes out of people's heads, merge them together, get it documented, redesign onboarding, and teach it to agents.That's just some of what you'll get in this conversation with Matteo Zingales, Director of Operations at Team Zingales Realty, a family-owned, independent teamerage.How to create the role from scratch.Why to put observation before innovation.How to set up the tech stack for scale.Which three questions to ask to get constructive criticism from your business partners.Four years into his journey, Matteo shares these details and more!Watch or listen for insights into:The balance of clarity, alignment, and accountabilityThe path from a degree and career in architecture to a Director of Operations roleTransitioning from real estate team to independent, family-owned brokerageHow the Director of Operations role was shaped from scratch and what it brought to the teamA prioritized list of projects and SOPs to set up the business to scale successfullyThe vital role of constructive criticism and three questions to ask every staff member and agent to help draw it outThe specific pieces of their tech stackHow they carved out distinct, aligned roles between Director of Operations, Team Founder and Partner, and Broker Owner and PartnerSpecific recruiting tactics as they look to double agent count in the year aheadHow to find your own Director of OperationsAt the end, learn how Gillette Group, Wemert Group Realty, and SERHANT. Real Estate fuse brand, systems and performance, how luxury items can commemorate milestones, and which books have helped this Director of Operations.Mentioned in this episode:→ Camila Rivera https://www.realestateteamos.com/episode/team-leader-guide-making-your-first-operations-hire-camila-rivera→ Jenny Wemert https://www.realestateteamos.com/episode/jenny-wemert-group-realty-independent→ Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage→ 10X is Easier Than 2X https://10xeasierbook.com/→ Rocket Fuel https://rocketfueluniversity.com/rocket-fuel-book/Connect with Matteo Zingales:→ https://www.instagram.com/matteoonops/→ https://www.linkedin.com/in/mzingales/→ https://www.tiktok.com/@team.zingales.realty→ https://teamzingales.com/team-zingales-difference/meet-our-team/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Send us a textTired of Explaining the Same Thing Twice? Turn It Into an SOP—in 10 MinutesYou keep saying, “I should really write this down.” But let's be honest—you won't. Here's how to document as you do—no extra time required.If you're the only one who knows how to do it, you're the bottleneck. Let's fix that in 10 minutes—without ever “sitting down to document.”In Day 9 of 12 Days of AI Quick Wins, Dawn teaches you how to turn any repeatable task into a team-ready SOP—while you're doing it. Whether it's onboarding clients, prepping for sales calls, or giving feedback, this method lets you narrate the process in real-time while AI formats it into a clean, usable doc. Say goodbye to “I'll document it later”—and hello to delegation that actually works.Your Day 9 Action:Next time you catch yourself explaining something (again), open ChatGPT and narrate it instead.Use the SOP prompt to generate a clear, usable doc.Save it, share it, and start reclaiming your time—one process at a time.Key Takeaways:Repeat = delegate-ready. If you've explained something more than twice, it's SOP-worthy.Narrate while you work. Open ChatGPT, talk through the process like a cooking show host.Use the SOP Prompt: AI turns your messy monologue into numbered steps, tools, and timing.You don't write it—AI does. You just talk, scan, and save.Put it where your team lives. Not buried in folders—make it accessible and actionable.Resources & Links:Get the full 12 Days of AI Quick Wins Toolkit – just $7Register FREE for the Day 13 Live AI Implementation Party – win a 90-minute Strategy IntensiveRelated Episodes:Day 1: Stop Overthinking ChatGPT: Free vs. $20—Which One Actually Matters for FoundersDay 2: The 3 AI Prompts Every Female Founder Needs in Her PhoneDay 3: Why ChatGPT Sounds Like a Robot (And the One Sentence That Fixes It)Day 4: AI Email Triage: End Inbox Overwhelm in 5 MinutesDay 5: The 5-Minute Meeting Prep AI Hack That Makes You Look Totally PreparedDay 6: Stop Rewriting Everything AI Writes: The 10-Minute Voice Training for FoundersDay 7: Overwhelmed? Brain Dump to AI and Get an Actual Plan (5 Minutes)DAY 8: Stop Rewriting the Same Emails: Build Your AI Template Library (15 Minutes)Want to increase revenue and impact? Listen to “She's That Founder” for insights on business strategy and female leadership to scale your business. Each episode offers advice on effective communication, team building, and management. Learn to master routines and systems to boost productivity and prevent burnout. Our delegation tips and business consulting will advance your executive leadership skills and presence.
Hire Yourself Podcast with Pete GilfillanCorporate leaders spend decades building skills in strategy, leadership, operations, and customer experience. What many executives don't realize is that these same skills translate directly into successful franchise ownership.In this reuploaded episode, Pete Gilfillan breaks down how senior-level executives can use their corporate training to build and scale a business of their own. If you've ever wondered whether your background gives you an advantage in entrepreneurship, the answer is absolutely yes.In this episode, Pete discusses:Strategic Planning & Execution Executives know how to build long-term plans, set KPIs, and align teams to a shared vision — the exact skills needed to launch and scale a franchise.Leadership & Team Building Hiring, training, motivating, and culture-building are second nature to corporate leaders. Franchise owners with leadership experience outperform quickly.Financial Acumen Numbers drive business success. Budgeting, forecasting, and analyzing margins help executives build profitable locations faster.Operational Excellence Corporate-trained leaders know how to build systems, SOPs, and efficient processes — a major advantage in franchising.Risk Management Skills Assessing threats, evaluating opportunities, and making smart decisions translate directly into smart franchise ownership.Networking & Relationship Building Executives bring decades of contacts and influence to the table, creating partnerships and customer relationships that fuel growth.Continuous Learning & Adaptability The corporate environment teaches leaders to evolve quickly — a must-have skill for running a business.Customer-Centric Thinking Executives understand service excellence and can elevate customer experience far beyond competitors.Community Engagement Building relationships locally, sponsoring events, and getting involved drives brand visibility and trust.Key Takeaways:Corporate experience gives you a serious head start in franchise ownership.Leadership, strategy, financials, and customer focus directly accelerate business success.As corporate demand for senior executives shrinks, entrepreneurship creates new opportunity.Your skills can build your own wealth instead of someone else's.Franchise ownership gives you control, income security, and a scalable path forward.“You've spent years learning how to build things for others. It might be time to use that experience to build something for yourself.” — Pete GilfillanCONNECT WITH PETE GILFILLAN:
What does it really take to build a multi-six-figure author business with no advertising? Is running your own warehouse really necessary for direct sales success — or is there a simpler path using print-on-demand that works just as well? In this conversation, Sacha Black and I compare our very different approaches to selling direct, from print on demand to pallets of books, and explore why the right model depends entirely on who you are and what your goals are for your author business. In the intro, Memoir Examples and interviews [Reedsy, The Creative Penn memoir tips]; Written Word Media annual indie author survey results; Successful Self-Publishing Fourth Edition; Business for Authors webinars; Into the Drowning Deep by Mira Grant; Camino Portuguese Coastal on My Camino Podcast; Creating while Caring Community with Donn King; The Buried and the Drowned by J.F. Penn Today's show is sponsored by Bookfunnel, the essential tool for your author business. Whether it's delivering your reader magnet, sending out advanced copies of your book, handing out ebooks at a conference, or fulfilling your digital sales to readers, BookFunnel does it all. Check it out at bookfunnel.com/thecreativepenn This show is also supported by my Patrons. Join my Community at Patreon.com/thecreativepenn Sacha Black is the author of YA and non-fiction for authors and previously hosted The Rebel Author Podcast. As Ruby Roe, she is a multi-six-figure author of sapphic romantasy. You can listen above or on your favorite podcast app or read the notes and links below. Here are the highlights, and the full transcript is below. Show Notes Two models for selling direct: print on demand vs running your own warehouse. Plus, check out Sacha's solo Rebel Author episode about the details of the warehouse. Cashflow management Kickstarter lessons: pre-launch followers, fulfillment time, and realistic timelines How Sacha built a multi-six-figure business through TikTok with zero ad spend Matching your business model to your personality and skill set Building resilience: staff salaries, SOPs, and planning for when things change You can find Ruby at RubyRoe.co.uk and on TikTok @rubyroeauthor and on Instagram @sachablackauthor Transcript of the interview Joanna: Sacha Black is the author of YA and nonfiction for authors, and previously hosted the Rebel Author podcast. As Ruby Roe, she is a multi-six-figure author of sapphic romance. So welcome back to the show, Sacha. Sacha: Hello. Thank you for having me. It's always a pleasure to be here. Joanna: I'm excited to talk to you today. Now, just for context, for everybody listening, Sacha has a solo episode on her Rebel Author podcast, last week as we record this, which goes into specific lessons around the warehouse in more detail, including financials. So we are going to come at this from a slightly different angle in our discussion today, which is really about two different ways of doing selling direct. I want us to start though, Sacha, in case people don't know your background, in case they've missed out. Can you just give us a quick recap of your indie author journey, because you haven't just come out of nowhere and jumped into this business and done incredibly well? Sacha's Indie Author Journey Sacha: No, I really haven't. Okay. So 2013, I started writing. So 12 years ago I started writing with the intention to publish, because I was writing before, but not with the intention. 2017 I first self-published and then two years after that, in 2019, I quit the day job. But let me be clear, it wasn't because I was rolling in self-published royalties or commissions or whatever you want to call them. I was barely scraping by. And so those are what I like to call my hustle years because I mean, I still hustle, but it was a different kind. It was grind and hustle. So I did a lot of freelance work. I did a lot of VA work for other authors. I did speaking, I was podcasting, teaching courses, and so on and so forth. 2022, in the summer, I made a realisation that I'd created another job for myself rather than a business that I wanted to grow and thrive in and was loving life and all of that stuff. And so I took a huge risk and I slowed down everything, and I do mean everything. I slowed down the speaking, I slowed down the courses, I slowed down the nonfiction, and — I poured everything into writing what became the first Ruby Roe book. I published that in February 2023. In August/September 2023, I stopped all freelance work. And to be clear, at that point, I also wasn't entirely sure if I was going to be able to pay my bills with Ruby, but I could see that she had the potential there and I was making enough to scrape by. And there's nothing if not a little bit of pressure to make you work hard. So that is when I stopped the freelance. And then in November 2023, so two months later, I started TikTok in earnest. And then a month after that, December the eighth, I went viral. And then what's relevant to this is that two days after that, on December the 10th, I had whipped up my minimum viable Shopify, and that went live. Then roll on, I did more of the same, published more Ruby Roe books. I made a big change to my Shopify. So at that point it was still print on demand Shopify, and then February 2025, I took control and took the reins and rented a warehouse and started fulfilling distribution myself. The Ten-Year Overnight Success Joanna: So great. So really good for people to realise that 2013, you started writing with the intention, like, seriously, I want this to be what I do. And it was 2019 when you quit the day job, but really it was 2023 when you actually started making decent money, right? Sacha: Almost like we all need 10 years. Joanna: Yeah. I mean, it definitely takes time. So I wanted just to set that scene there. And also that you did at least a year of print on demand Shopify before getting your own warehouse. Sacha: Yeah, maybe 14 months. Joanna: Yeah, 14 months. Okay. So we are going to revisit some of these, but I also just want as context, what was your day job so people know? Sacha: So I was a project manager in a local government, quite corporate, quite conservative place. And I played the villain. It was great. I would helicopter into departments and fix them up and look at processes that were failing and restructure things and bring in new software and bits and bobs like that. The Importance of Business Skills Joanna: Yeah. So I think that's important too, because your job was fixing things and looking at processes, and I feel like that is a lot of what you've done and we'll revisit that. Sacha: How did I not realise that?! Joanna: I thought you did know that. No. Well, oh my goodness. And let's just put my business background in context. I'm sure most people have heard it before, but I was an IT consultant for about 13 years, but much of my job was going into businesses and doing process mapping and then doing software to fix that. And also I worked, I'm not an accountant, but I worked in financial accounting departments. So I think this is really important context for people to realise that learning the craft is one thing, but learning business is a completely different game, right? Sacha: Oh, it is. I have learnt — it's wild because I always feel like there's no way you can learn more than in your first year of publishing because everything is brand new. But I genuinely feel like this past 18 months I have learnt as much, if not more, because of the business, because of money, because of all of the other legal regulation type changes in the last 18 months. It's just been exhausting in terms of learning. It's great, but also it is a lot to learn. There is just so much to business. Joanna's Attempts to Talk Sacha Out of the Warehouse Joanna: So that's one thing. Now, I also want to say for context, when you decided to start a warehouse, how much effort did I put into trying to persuade you not to do this? Sacha: Oh my goodness, me. I mean a lot. There were probably two dinners, several coffees, a Zoom. It was like, don't do it. Don't do it. You got me halfway there. So for everybody listening, I went big and I was like, oh, I'm going to buy shipping containers and convert them and put them on a plot of land and all of this stuff. And Joanna very sensibly turned around and was like, hmm, why don't you rent somewhere that you can bail out of if it doesn't work? And I was like, oh yeah, that does sound like a good idea. Joanna: Try it, try it before you really commit. Okay. So let's just again take a step back because the whole point of doing this discussion for me is because you are doing really well and it is amazing what you are doing and what some other people are doing with warehouses. But I also sell direct and in the same way as you used to, which is I use Bookfunnel for ebooks and audiobooks and I use BookVault for print on demand books, and people can also use Lulu. That's another option for people. So you don't have to do direct sales in the way that you've done it. And part of the reason to do this episode was to show people that there are gradations of selling direct. Why Sell Direct? Joanna: But I wanted to go back to the basics around this. Why might people consider selling direct, even in a really simple way, for example, just ebooks from their website, or what might be reasons to sell direct rather than just sending everything to Amazon or other stores? Sacha: I think, well, first of all, it depends on what you want as a business model. For me, I have a similar background to you in that I was very vulnerable when I was in corporate because of redundancies, and so that bred a bit of control freakness inside me. And having control of my customers was really important to me. We don't get any data from Amazon or Kobo really, or anywhere, even though all of these distributors are incredible for us in our careers. We don't actually have direct access to readers, and you do with Shopify. You know everything about your reader, and that is priceless. Because once you have that data and you have delivered a product, a book, merchandise, something that that reader values and appreciates, you can then sell to them again and again and again. I have some readers who have been on my website who have spent almost four figures now. I mean, that is just — one person's done that and I have thousands of people who are coming to the website on a regular basis. So definitely that control and access to readers is a huge reason for doing it. Customising the Reader Relationship Sacha: And also I think that you can, depending on how you do this model, there are ways to do some of the things I'm going to talk about digitally as well. But for me, I really like the physical aspect of it. We are able to customise the relationship with our customers. We can give them more because we are in control of delivery. And so by that I mean we could give art prints, which lots of my readers really value. We can do — you could send those digitally if you wanted to, but we can add in extra freebies like our romance pop sockets, that makes them feel like they are part of my reader group. They're part of a community. It creates this belonging. So I think there is just so much more that you can do when you are in control of that relationship and in control of the access to it. Joanna: Yeah. And on that, I mean, one of the reasons we can do really cool print books — and again, we're going to come back to print on demand, but I use print on demand. You don't have to buy pallets of books as Sacha does. You can just do print on demand. Obviously the financials are different, but I can still do foiling and custom end papers and ribbons and all this with print on demand through BookVault custom printing and bespoke printing. The Speed of Money Joanna: But also, I think the other thing with the money — I don't know if you even remember this, because it's very different when you are selling direct — you can set up your system so you get paid like every single day, right? Or every week? Sacha: Yes. Joanna: So the money is faster because with Amazon, with any of these other systems, it can take 30, 60, 90 days for the money to get to you. So faster money, you are in more control of the money. And you can also do a lot more things like bundling and like you mentioned, much higher value that you could offer, but you can also make higher income. Average order value per customer because you have so many things, right? So that speed of money is very different. Sacha: It is, but it's also very dangerous. I know we might talk about cashflow more later, but— Joanna: Let's talk about it now. Managing Cashflow With Multiple Bank Accounts Sacha: Okay, cool. So one of the things that I think is the most valuable thing that I've ever done is, someone who is really clever told me that you're allowed more than one business account. Joanna: Just to be clear, bank accounts? Sacha: Yes, sorry. Yeah. Bank accounts. And one of my banks in particular enables you to have mini banks inside it, mini pots they call it. And what I do with pre-orders is I treat it a bit like Amazon. So that money will come in — you know, I do get paid daily pretty much — but I then siphon it off every week into a pot. So let's just say I've got one book on pre-order. Every week the team tells me how much we've got in pre-orders for that one product and all the shipping money, and I put it into an account and I leave it there. And I do not touch it unless it is to pay for the print run of that book or to pay for the shipping. Because one of the benefits of coming direct to me is that I promise to ship all pre-orders early, so we have to pay the shipping costs before necessarily Amazon might pay for its shipping costs because they only release on the actual release day. But that has enabled me to have a little savings scheme, but also guarantee that I can pay for the print run in advance because I haven't accidentally spent that money on something else or invested it. I've kept it aside and it also helps you track numbers as well, so you know how well that pre-order is doing financially. Understanding Cashflow as an Author Joanna: Yeah. And this cashflow, if people don't really know it, is the difference between when money comes in and when it goes out. So another example, common to many authors, is paying for advertising. So for example, if you run some ads one month, you're going to have to pay, let's say Facebook or BookBub or whoever, that month. You might not get the money from the sale of those books if it's from a store until two months later. In that case, the cash flows the other way. The money is sitting with the store, sitting on Amazon until they pay you later. This idea of cashflow is so important for authors to think about. Another, I guess even more basic example is you are writing your first book and you pay for an editor. Money goes out of your bank account and then hopefully you're going to sell some books, but that might take, let's say six months, and then some money will come back into your bank account. I think this understanding cashflow is so important at a small level because as it gets bigger and bigger — and you are doing these very big print runs now, aren't you? Talk a bit about that. The Risks of Print Runs Sacha: Yeah. So one of the things I was going to say, one of the benefits of your sell direct model is that you don't have to deal with mistakes like this one. So in my recent book, Architecti, that we launched at the end of September, we did a print run of a thousand books, maybe about 3,000 pounds, something like that, 2,000 pounds. And basically we ended up selling all thousand and more. So the pre-orders breached a thousand and we didn't have enough books. But what made that worse is that 20% of the books that arrived were damaged because there had been massive rain. So we then had to do a second print run, which is bad for two reasons. The first reason is that one, that space, two, the time it's going to take to get to you — it's not instant, it's not printed on demand. But also three, I then had to spend the same amount of money again. And actually if we had ordered 2,000 originally, we would've saved a bit more money on it per book. So you don't — if you are doing selling direct with a print on demand model, the number of pre-orders you get is irrelevant because they'll just keep printing, and you just get charged per copy. So there are benefits and disadvantages to doing it each way. Obviously, I'm getting a cheaper price per copy printed, but not if I mess up the order numbers. Is Running a Warehouse Just Another Job? Joanna: So I'm going to come back on something you said earlier, which was in 2022 you said, “I realised I made a job for myself.” Sacha: Yeah. Joanna: And I mean, I've been to your store. You obviously have people to help you. But one of my reservations about this kind of model is that even if you have people to help you, taking on physical book — even though you are not printing them yourself, you're still shipping them all and you're signing them all. And to me it feels like a job. So maybe talk about why you have continued — you have pretty much decided to continue with your warehouse. So why is this not a job? What makes this fun for you? The Joy of Physical Product Creation Sacha: I wish that listeners could see my face because I'm literally glittering. I love it. I literally love it. I love us being able to create cool and wacky things. We can make a decision and we can create that physical product really quickly. We can do all of these quirky things. We can experiment. We can do book boxes. So first of all, it's the creativity in the physical product creation. I had no idea how much I love physical product creation, but there is something extremely satisfying about us coming up with an idea that's so integrated in the book. So for example, one of my characters uses, has a coin, a yes/no coin. She's an assassin and she flips it to decide whether or not she's going to assassinate somebody. We've actually designed and had that coin made, and it's my favourite item in the warehouse. It's such a small little thing, but I love it. And so there is a lot of joy that I derive from us being able to create these items. Sending Book Mail and Building Community Sacha: I think the second thing is I really love book mail. There is no better gift somebody can give me than a book. And so I do get a lot of satisfaction from knowing we're sending out lots and lots of book presents to people and we get to add more to it. So some of the promises that we make are: I sign every book and we give gifts. We have character art and, like I've mentioned before, pop sockets and all these kinds of things. And I get tagged daily in unboxings and stories and things like this where people are like, oh my gosh, I didn't realise I was going to get this, this, and this. And I just — it's like crack to me. I get high off of it. So I can't — this is not for everybody. This is a logistical nightmare. There are so many problems inherent in this business model. I love it. Discovering a Love of Team Building Sacha: And I think the other thing, which is very much not for a lot of authors — I did not realise that I actually really like having a team. And that has been a recent realisation. I really was told that I'm not a team player when I was in corporate, that I work alone, all of this nonsense. And I believed that and taken it on. But finding the right team, the right people who love the jobs that they do inside your business and they're all as passionate as you, is just life changing. And so that also helps me continue because I have a really great team. Joanna: I do have to ask you, what is a pop socket? Sacha: It's a little round disc that has a mechanism that you can pull out and then you — and it has a sticky command strip back and you can pop it on the back of your phone or on the back of a Kindle and it helps you to hold it. I don't know how else to describe it. It just helps you to hold the device easier. Joanna: Okay. I'm sure I wasn't the only one who was confused. I'm like, why are you doing electrical socket products? Know What Kind of Person You Are Joanna: But I think this actually does demonstrate another point, and I hope people listening — I hope you can sort of — why we are doing this partly is to help you figure out what kind of person you are as well. Because I can't think of anything worse than having lots of little boxes! And I've been in Sacha's thing and there's all these little stickers and there's lots of boxes of little things that they put in people's packages, which make people happy. And I'm like, oh, I just don't like packages of things. And I mean, you geek out on packaging, don't you as well? Sacha: Oh my goodness. Yeah. One of the first things I did when we got the warehouse was I actually went to a packaging expo in Birmingham. It was like this giant conference place and I just nerded out there. It was so fun. And one of the things that I'm booked to do is an advent calendar. And that was what drove me there in the first place. I was looking for a manufacturer that could create an advent calendar for us. I have two. I'm not — I have two advent calendars this year because I love them so much. But yeah, the other thing that I was going to say to you is I often think that as adults, we can find what we're supposed to do rooted in our childhood. And I was talking the other day and someone said to me, what toy do you remember from your youth? And I was like, oh yeah. The only one that I can remember is that I had a sticker maker. I like — that makes sense. You do like stickers. And I do. Yeah. Digital Minimalism vs Physical Products Joanna: Yeah, I do. And I think this is so important because I love books. I buy a lot of books. I love books, but I also get rid of a lot of books. I know people hate this, but I will just get rid of bags and bags of books. So I value books more for what's inside them than the physical product as such. I mean, I have some big expensive, beautiful books, but mostly I want what's in them. So it's really interesting to me. And I think there's a big difference between us is just how much you like all that stuff. So if you are listening, if you are like a digital minimalist and you don't want to have stuff around your house, you definitely don't want a warehouse. You don't want all the shipping bits and bobs. You are not interested in all that. Or even if you are, you can still do a lot of this print on demand. Then I think that's just so important, isn't it? I mean, did you look at the print on demand merch? Did you find anything you liked? The Draw of Customisation Sacha: Yeah, we did, but I think for me it was that customisation. We are now moving towards — I've just put an order in this morning for 10,000 customised boxes. We've got our own branding on them. We've got a little naughty, cheeky message when they flip up the flap. And it's little things like that that you can't — you know, we wouldn't have control over what was sent. So much of what I wanted, and some of the reasons for me doing it, is that I wanted to be able to sign the books. I was being asked on a daily basis if people could buy signed books from me, and it was driving me bonkers not being able to say yes. But also being able to send a website mailing list sign-up in the box, or being able to give them a discount in the box. I mean, I know you do that, but yeah, there was just a lot more customisation and things that we could do if we were controlling the shipping. Also, I wanted to pack the boxes, the books better. So we wanted to be able to bubble wrap things or we wanted to be able to waterproof things because we had various different issues with deliveries and so we wanted a bit more control over that. So yeah, there were just so many reasons for us to do it. Print on Demand Is Still Fantastic Sacha: Look, don't get me wrong, if I suddenly wanted to go off travelling for a year, then maybe I would shut down the warehouse and go back to print on demand. I think print on demand is fantastic. I did it for 14 months before I decided to open a warehouse. It is the foundation of most authors' models. So it's fantastic. I just want to do more. Joanna: Yeah. You want to do more of it. Life Stage Matters Joanna: We should also, I also wanted to mention your life stage. Because when we did talk about it, your son is just going to secondary school, so we knew that you would be in the same area, right? Sacha: Yeah. Joanna: Because I said to you, you can't just do this and — well, you can, you could ditch it all. But the better decision is to do this for a certain number of years. If you're going to do it, it needs time, right? So you are at that point in your life. Sacha: Yeah, absolutely. We — I mean, we are going to move house, I think, but not that far away. We'll still be in reachable distance of the warehouse. And yeah, the staying power is so important because it's also about raising awareness. You have to train readers to come to you. You have to show them why it's beneficial for them to order directly from you. Growing the Business Year Over Year Sacha: And then you also have to be able to iterate and add more products. Like you were talking earlier about increasing that average order value. And that does come from having more products, but more products does create other issues like space, which may or may not be suffering issues with now. But yeah, so for example, 2024, which was the first real year, I did about 73 and a half thousand British pounds. And then this year, where — as we record this, it's actually the 1st of December — and I'm on 232,000. So from year one to year two, it's a huge difference. And that I do think is about the number of products and the number of things that we have on there. Joanna: And the number of customers. I guess you've also grown your customer base as well. And one of the rules, I guess, in inverted commas, of publishing is that the money is in the backlist. And every time you add to your backlist and every launch, you are selling a lot more of your backlist as well. So I think as time goes on, yeah, you get more books. Kickstarter as an Alternative Joanna: But let's also talk about Kickstarter because I do signed books for my Kickstarters and to me the Kickstarter is like a short-term ability to do the things you are doing regularly. So for example, if you want to do book boxes, you could just do them for a Kickstarter. You don't have to run a warehouse and do it every single day. For example, your last Kickstarter for Ruby Roe made around 150,000 US dollars, which is amazing. Like really fantastic. So just maybe talk about that, any lessons from the Kickstarter specifically, because I feel like most people, for most people listening, they are far more likely to do a Kickstarter than they are to start a warehouse. Pre-Launch Followers Are Critical Sacha: Yeah, so the first thing is even before you start your Kickstarter, the pre-launch follow accounts are critical. So a lot of people think — well, I guess there's a lot of loud noise about all these big numbers about how much people can make on Kickstarter, but actually a lot of it is driven by you, the author, pushing your audience to Kickstarter. So we actually have a formula now. Somebody more intelligent gave this to me, but essentially, based on my own personal campaign data — so this wouldn't necessarily be the same for other people — but based on my campaign data, each pre-launch follower is worth 75 pounds. And then we add on seven grand, for example. So on campaign three, which was the most recent one, I had 1,501 pre-launch followers. And when you times that by 75 and you add on seven grand, it makes more or less exactly what we made on the campaign. And the same formula can be applied to the others. So you need more pre-launch followers than you think you do. And lots of people don't put enough impetus on the marketing beforehand. Almost all of our Kickstarter marketing is beforehand because we drive so many people to that follow button. Early Bird Pricing and Fulfillment Time Sacha: And then the other thing that we do is that we do early bird pricing. So we get the majority of our income on a campaign on day one. I think it was something wild, like 80% this time was on day one, so that's really important. The second thing is it takes so, so very much longer than you think it does to fulfil a campaign, and you must factor in that cost. Because if it's not you fulfilling, you are paying somebody else to fulfil it. And if it is you fulfilling it, you must account for your own time in the pricing of your campaign. And the other thing is that the amount of time it takes to fulfil is directly proportionate to the size of the campaign. That's one thing I did not even compute — the fact that we went from about 56,000 British pounds up to double that, and the time was exponentially more than double. So you do have to think about that. Overseas Printing and Timelines Sacha: The other lesson that we have learned is that overseas printing will drag your timelines out far longer than you think it does. So whatever you think it's going to take you to fulfil, add several months more onto that and put that information in your campaign. And thankfully, we are now only going to be a month delayed, whereas lots of campaigns get up to a year delayed because they don't consider that. Reinvesting Kickstarter Profits Sacha: And then the last thing I think, which was really key for us, is that if you have some profit in the Kickstarter — because not all Kickstarters are actually massively profitable because they either don't account enough for shipping or they don't account enough in the pricing. Thankfully, ours have been profitable, but we've actually reinvested that profit back into buying more stock and more merchandise, which not everybody would want to do if they don't have a warehouse. However, we are stockpiling merchandise and books so that we can do mystery boxes later on down the line. It's probably a year away, but we are buying extra of everything so that we have that in the warehouse. So yeah, depending on what you want to do with your profit, for us it was all about buying more books, basically. Offering Something Exclusive Sacha: I think the other thing to think about is what is it that you are doing that's exclusive to Kickstarter? Because you will get backers on Kickstarter who want that quirky, unique thing that they're not going to be able to get anywhere else. But what about you? Because you've done more Kickstarters than me. What do you think is the biggest lesson you've learned? Reward Tiers and Bundling Joanna: Oh, well I think all of mine together add up to the one you just did. Although I will comment on — you said something like 75 pounds per pre-launch backer. That is obviously dependent on your tiers for the rewards, so most authors won't have that amount. So my average order value, which I know is slightly different, but I don't offer things like book boxes like you have. So a lot of it will depend on the tiers. Some people will do a Kickstarter just with an ebook, just with one ebook and maybe a bundle of ebooks. So you are never going to make it up to that kind of value. So I think this is important too, is have a look at what people offer on their different levels of Kickstarter. And in fact, here's my AI tip for the day. What you can do — what I did with my Buried and the Drowned campaign recently — is I uploaded my book to ChatGPT and said, tell me, what are some ideas for the different reward tiers that I can do on Kickstarter? And it will give you some ideas for what you can do, what kind of bundles you might want to do. So I think bundling your backlist is another thing you can do as upsells, or you can just, for example, for me, when I did Blood Vintage, I did a horror bundle when it was four standalone horror books in one of the upper tiers. So I think bundling is a good way. Also upselling your backlist is a really good way to up things. And also if you do it digitally, so for ebooks and audiobooks, there's a lot less time in fulfillment. Focus on Digital Products Too Joanna: So again, yours — well, you make things hard, but also more fun according to you, because most of it's physical, right? In fact, this is one of the things you haven't done so well, really, is concentrate on the digital side of things. Is that something you are thinking about now? Sacha: Yeah, it is. I mean, we do have our books digitally on the website. So the last — I only had one series in Kindle Unlimited, and I took those out in January. But so we do have all of the digital products on the website, and the novellas that we do, we have in all formats because I narrate the audio for them. So that is something that we're looking at. And since somebody very smart told me to have upsell apps on my website, we now have a full “get the everything bundle” in physical and digital and we are now selling them as well. Surprising. Definitely not you. So yeah, we are looking at it and that's something that we could look at next year as well for advertising because I haven't really done any advertising. I think I've spent about 200 pounds in ads in the last four months or something. It's very, very low level. So that is a way to make a huge amount of profit because the cost is so low. So your return, if you're doing a 40 or 50 pound bundle of ebooks and you are spending, I don't know, four pounds in advertising to get that sale, your return on that investment is enormous for ads. So that is something that we are looking at for next year, but it just hasn't been something that we've done a huge amount of. A Multi-Six-Figure Author With No Ads Joanna: Yeah. Well, just quoting from your solo episode where you say, “I don't have any advertising costs, customers are from my mailing list, TikTok and Instagram.” Now, being as you are a multi-six-figure author with no ads, this is mostly unthinkable for many authors. And so I wonder if, maybe talk about that. How do you think you have done that and can other people potentially emulate it, or do you think it's luck? It's Not Luck, It's Skill Set Sacha: Do you know, this is okay. So I don't think it's luck. I don't believe in luck. I get quite aggressive about people flinging luck around. I know some people are huge supporters of luck. I'm like, no. Do I think anybody can do it? Do you know, I swing so hard on this. Sometimes I say yes, and sometimes I think no. And I think the brutal truth of it is that I know where my skill set lies and I lean extremely heavily into it. So what do I mean by that? TikTok and Instagram are both very visual mediums. It is video footage. It is static images. I am extremely comfortable on camera. I am an ex-theatre kid. I was on TV as a kid. I did voiceover work when I was younger. This is my wheelhouse. So acting a bit like a tit on TikTok on a video, I am very comfortable at doing that, and I think that is reflected in the results. Consistency Without Burnout Sacha: And the other part of it is because I am comfortable at doing it, I enjoy it. It makes me laugh. And therefore it feels easy. And I think because it feels easy, I can do it over and over and over again without burning out. I started posting on TikTok on November the 19th, 2023, and I have posted three times a day every day since. Every single day without stopping, and I do not feel burnt out. And I definitely feel like that is because it's easy for me because I am good at it. Reading the Algorithm Sacha: The other thing that I think goes in here is that I'm very good at reading what's working. So sorry to talk Clifton Strengths, but my number one Clifton Strength is competition. And one of the skills that has is understanding the market. We're very good at having a wide view. So not only do I read the market on Amazon or in bookstores or wherever I can, it's the same skill set but applied to the algorithm. So I am very good at dissecting viral videos and understanding what made it work, in the same way somebody that spends 20,000 pounds a month on Facebook advertising is very good at doing analytics and looking at those numbers. I am useless at that. I just can't do it. I just get complete shutdown. My brain just says no, and I'm incapable of running ads. That's why I don't do it. Not Everyone Can Do This Sacha: So can anybody do this? Maybe. If you are comfortable on camera, if you enjoy it. It's like we've got a mutual friend, Adam Beswick. We call him the QVC Book Bitch because he is a phenomenon on live videos on TikTok and Instagram and wherever he can sell. Anything on those lives. It is astonishing to watch the sales pop in as he's on these lives. I can't think of anything worse. I will do a live, but I'll be signing books and having a good old chitchat. Not like it's — like that hand selling. Another author, Willow Winters, has done like 18 in-person events this year. I literally die on the inside hearing that. But that's what works for them and that's what's helping grow their business models. So ah, honestly, no. I actually don't think anybody can do what I've done. I think if you have a similar skill set to me, then yes you can. But no, and I know that I don't want to crush anybody listening. Do you like social media? I like social media. Do you like being on camera? Then yeah, you can do it. But if you don't, then I just think it's a waste of your time. Find out what you are good at, find out where your skill set is, and then lean in very, very hard. Writing to Your Strengths and Passion Joanna: I also think, because let's be brutal, you had books before and they didn't sell like this. Sacha: Yep. Joanna: So I also think that you leaned into — yes, of course, sapphic romance is a big sub-genre, but you love it. And also it's your lived experience with the sapphic sub-genre. This is not you chasing a trend, right? I think that's important too because too many people are like, oh, well maybe this is the latest trend. And is TikTok a trend? And then try and force them together, whereas I feel like you haven't done that. Sacha: No, and actually I spoke to lots of people who were very knowledgeable on the market and they all said, don't do it. And the reason for this is that there were no adult lesbian sapphic romance books that were selling when I looked at the market and decided that this was what I wanted to write. And I was like, cool, I'm going to do it then. And rightly so, everyone was like, well, there's no evidence to suggest that this is going to make any money. You are taking a huge risk. And I was like, yeah, but I will. I knew from the outset before I even put a word to the page how I was going to market it. And I think that feeling of coming home is what I — I created a home for myself in my books and that is why it's just felt so easy to market. Lean Into What You're Good At Sacha: It's like you, with your podcasting. Nobody can get anywhere near your podcast because you are so good at it. You've got such a history. You are so natural with your podcasting that you are just unbeatable, you know? So it's a natural way for you to market it. Joanna: Many have tried, but no, you're right. It's because I like this. And what's so funny — I'm sure I've mentioned it on the show — but I did call you one day and say, okay, all right, show me how to do this TikTok thing. And you spent like two hours on the phone with me and then I basically said no. Okay. I almost tried and then I just went, no, this is definitely not for me. And I think that this has to be one of the most important things as an author. Maybe some people listening are just geeking out over packaging like you are, and maybe they're the people who might look at this potential business model. Whereas some people are like me and don't want to go anywhere near it. And then other people like you want to do video and maybe other people like me want to do audio. So yeah, it's so important to find, well, like you said, what does not work for you? What is fun for you and when are you having a good time? Because otherwise you would have a job. Like to me, it looks like a job, you having a warehouse. But to you, it's not the same as when you were grinding it out back in 2022. Packing Videos Are Peak Content Sacha: Completely. And I think if you look at my social media feeds, they are disproportionately full of packing videos, which I think tells you something. Joanna: Oh dear. I just literally — I'm just like, oh my, if I never see any more packaging, I'll be happy. Sacha: Yeah. That's good. The One Time Sacha Nearly Burnt It All Down Sacha: I have to say, there was one moment where I doubted everything. And that was at the end — but basically, in about, of really poor timing. I ended up having to fulfil every single pre-order of my latest release and hand packing about a thousand books in two weeks. And I nearly burnt it all to the ground. Joanna: Because you didn't have enough staffing, right? And your mum was sick or something? Sacha: Yeah, exactly that. And I had to do it all by myself, and I was alone in the warehouse and it was just horrendous. So never again. But hey, I learned the lessons and now I'm like, yay, let's do it again. Things Change: Building Resilience Into Your Business Joanna: Yeah. And make sure there's more staffing. Yes, I've talked a lot on this show — things change, right? Things change. And in fact, the episode that just went out today as we record this with Jennifer Probst, which she talked about hitting massive bestseller lists and doing just incredibly well, and then it just dropped off and she had to pivot and change things. And I'm not like Debbie Downer, but I do say things will change. So what are you putting in place to make sure, for example, TikTok finally does disappear or get banned, or that sapphic romance suddenly drops off a cliff? What are you doing to make sure that you can keep going in the future? Managing Cash Flow and Salaries Sacha: Yeah, so I think there's a few things. The first big one is managing cash flow and ensuring that I have three to six months' worth of staff salaries, for want of a better word, in an account. So if the worst thing happens and sales drop off — because I am responsible for other people's income now — that I'm not about to shaft a load of people. So that really helps give you that risk reassurance. Mailing Lists and Marketing Funnels Sacha: The second thing is making sure that we are cultivating our mailing lists, making sure that we are putting in infrastructure, like things like upsell apps. And, okay, so here's a ridiculous lesson that I learned in 2025: an automation sequence, an onboarding automation sequence, is not what people mean when they say you need a marketing funnel. I learned this in Vegas. A marketing funnel will sell your products to your existing readers. So when a customer signs up to your mailing list because they've purchased something, they will be tagged and then your email flow system will then send them a 5% discount on this, or “did you know you could bundle up and get blah?” So putting that kind of stuff in place will mean that we can take more advantage of the customers that we've already got. Standard Operating Procedures Sacha: It's also things like organisational knowledge. My team is big enough now that there are things in my business I don't know how to do. That's quite daunting for somebody who is a control freak. So I visited Vegas in 2025 and I sat in a session all on — this sounds so sexy — but standard operating procedures. And now I've given my team the job of creating a process instruction manual on how they do each of their tasks so that if anybody's sick, somebody else can pick it up. If somebody leaves, we've got that infrastructure in place. And even things down to things like passwords — who, if I unfortunately got hit by a car, who can access my Amazon account? Stuff like that, unfortunately. Joanna: Yeah, I know. Well, I mean, that would be tragic, wouldn't it? Sacha: But it's stuff like that. Building Longer Timelines Sacha: But then also more day-to-day things is putting in infrastructure that pulls me out. So looking more at staffing responsibilities for staffing so that I don't always have to be there, and creating longer timelines. That is probably the most important thing that we can do because we've got a book box launching next summer. And we both had the realisation — I say we, me and my operations manager — had the realisation that actually we ought to be commissioning the cover and the artwork now because of how long those processes take. So I'm a little bit shortsighted on timelines, I think. So putting a bit more rigour in what we do and when. We now have a team-wide heat map where we know when the warehouse is going to be really, really full, when staff are off, when deliveries are coming, and that's projected out a year in advance. So lots and lots of things that are changing. And then I guess also eventually we will do advertising as well. But that is a few months down the line. Personal Financial Resilience Sacha: And then on the more personal side, it's looking at things like not just how you keep the business running, but how do you keep yourself running? How do you make sure that, let's say you have a bad sales month, but you still have to pay your team? How are you going to get paid? So I, as well as having put staff salaries away, I also have my own salary. I've got a few months of my own salary put away. And then investing as well. I know, I am not a financial advisor, but I do invest money. I serve money that I pay myself. You can also do things like having investment vehicles inside your business if you want to deal with extra cash. And then I am taking advice from my accountant and my financial advisor on do I put more money into my pension — because did I say that I also have a pension? So I invest in my future as well. Or do I set up another company and have a property portfolio? Or how do I essentially make the money that is inside the business make more money rather than reinvesting it, spending it, and reinvesting it on things that don't become assets or don't become money generating? What can I do with the cash that's inside the company in order to then make it make more for the long term? Because then if you do have a down six months or worse, a down year, for example, you've got enough cash and equity inside the business to cover you during those lower months or years or weeks — or hopefully just a day. Different Business Models for Different Authors Joanna: Yes, of course. And we all hope it just carries on up and to the right, but sometimes it doesn't work that way. So it's really great that you are doing all those things. And I think what's lovely and why we started off with you giving us that potted history was it hasn't always been this way. So if you are listening to this and you are like, well, I've only got one ebook for sale on Amazon, well that might be all you ever want to do, which is fine. Or you can come to where my business model is, which is mostly even — I use print on demand, but it's mostly digital. It's mostly online. It's got no packaging that I deal with. Or you can go even further like Sacha and Adam Beswick and Willow Winters. But because that is being talked about a lot in the community, that's why we wanted to do this — to really show you that there's different people doing different things and you need to choose what's best for you. What Are You Excited About for 2026? Joanna: But just as we finish, just tell us what are you excited about for 2026? Sacha: Oh my goodness me. I am excited to iterate my craft. And this is completely not related to the warehouse, but I have gotten myself into a position where I get to play with words again. So I'm really excited for the things that I'm going to write. But also in terms of the warehouse, we've got the new packaging, so getting to see those on social media. We are also looking at things like book boxes. So we are doing a set of three book boxes and these are going to be new and bigger and better than anything that we've done before. And custom tailored. Oh, without giving too much away, but items that go inside and also the artwork. I love working with artists and commissioning different art projects. But yeah, basically more of the same, hopefully world domination. Joanna: World domination. Fantastic. So basically more creativity. Sacha: Yeah. Joanna: And also a bigger business. Because I know you are ambitious and I love that. I think it's really good for people to be ambitious. Joanna: Oh, I do have another question. Do you have more sympathy for traditional publishing at this point? Sacha: How dare you? Unfortunately, yeah. I really have learnt the hard way why traditional publishers need the timelines that they need. This latest release was probably the biggest that — so this latest release, which was called Architecting, is the reason that I did the podcast episode, because I learned so many lessons. And in particular about timelines and how tight things get, and it's just not realistic when you are doing this physical business. So that's another thing if you are listening and you are like, oh no, no, no, I like the immediacy of being able to finish, get it back from the editor and hit publish — this ain't for you, honey. This is not for you. Joanna: Yeah. No, that's fantastic. Where to Find Sacha and Ruby Roe Joanna: So where can people find you and your books online? Sacha: For the Ruby Empire, it's RubyRoe.co.uk and RubyRoeAuthor on TikTok if you'd like to see me dancing like a wally. And then Instagram, I'm back as @SachaBlackAuthor on Instagram. Joanna: Brilliant. Thanks so much for your time, Sacha. That was great. Sacha: Thank you for having me.The post Two Different Approaches To Selling Books Direct With Sacha Black And Joanna Penn first appeared on The Creative Penn.
Tired of saying it's faster if I do it myself? We dive into a practical, human way to break the bottleneck and build a business that runs with you, not because of you. Our guest, Brittany Bettini of I Need a VA, lays out a straightforward blueprint: start with a life audit, delegate low-joy work, and capture your “pie recipe” in clear SOPs so results stay consistent even when hands change.We get honest about control, especially the hyper-independence many women entrepreneurs carry into their businesses. Brittany shares how she moved from doing everything to doing only what lights her up—coaching, teaching, creating—while VAs handle operations, inboxes, research, scheduling, design assets, and home tasks like groceries and laundry. The key isn't just offloading tasks; it's choosing what to keep based on joy, genius, and revenue impact, then backing the rest with documentation that a new hire can follow on day one.You'll hear how to use Loom and AI to turn screen recordings into step-by-step SOPs, why in-house virtual assistants (especially experienced Filipino VAs) protect your IP and culture, and how to structure training so your team writes and updates the manuals as they work. We cover mistakes to avoid—like over-relying on agencies for core functions—and the management rhythms that keep quality high without micromanaging: clear outcomes, visible dashboards, and monthly SOP reviews. Think of delegation like a pendulum: initial training takes time and money, then the swing returns with compounding freedom, focus, and revenue.If you're ready to stop being the bottleneck and start being the leader, this conversation gives you the tools and the nudge to move. Read more HERESupport the show
Send us a textWe hear it all the time: “Stop working in your business and start working on it.” The problem? Almost no one explains what that actually means.In this episode, we break down what salon owners should really be working on when they're not behind the chair and why so many owners step back only to feel stuck, unproductive, or pulled right back into old habits.We talk about why cleaning, hovering, answering phones, and “being available” aren't owner work; how avoiding leadership decisions keeps businesses from growing; and why simply changing your location in the salon doesn't change your role.We explain the four buckets that owners are soley responsible for — money, people, growth, and systems — and how to structure your time so that the work you're doing compounds, removes friction, and creates long-term stability.Your business should serve you, so that you can serve others, and that starts with stepping into the work only you can do as an owner.Key TakeawaysStepping away from the chair without redefining your role can lead to stagnation.Cleaning, answering phones, and hovering are not owner work.Owners avoid leadership decisions by defaulting to “busy” tasks.Pricing must be rooted in math, not emotion or staff opinion.Owners are responsible for money, people, growth, and systems — no one else.Support without direction creates dependency, not growth.Marketing only when slow guarantees continued slow seasons.Systems create freedom, consistency, and trust.Owner work should compound, remove friction, and create clarity.Fifteen focused minutes a day beats zero intentional effort.Timestamps00:00 — Why “working on the business” is rarely explained 02:00 — Opening takes: decision fatigue, snowstorms, and perspective 05:00 — Why pricing must be math-based, not emotional 07:00 — The mistake owners make after stepping away from the chair 09:00 — Changing your role vs changing your location 11:00 — Low-level work vs owner-level work 14:00 — Owner Bucket #1: Money (P&L, break-even, pricing, allocation) 18:00 — Why owners must own pricing decisions 20:00 — Owner Bucket #2: People (hiring, onboarding, training) 23:00 — Apprenticeships, assistants, and development pipelines 26:00 — Support without direction creates dependency 28:00 — Owner Bucket #3: Growth (marketing, branding, partnerships) 31:00 — Why marketing only when slow keeps you slow 33:00 — Owner Bucket #4: Systems and direction 36:00 — SOPs, standards, and consistency 38:00 — Hovering, over-availability, and lack of trust 40:00 — Owner self-development and mentorship 42:00 — How to audit your work: compounding, clarity, friction 44:00 — Weekly action steps + closing thoughtsLiving the Dream with CurveballOn the living the dream with curveball podcast I interview guests that inspire.Listen on: Apple Podcasts Links and Stuff:Our Newsletter Mentoring InquiriesFind more of our things:InstagramHello Hair Pro Website
#706 In part two of our masterclass with Dave Menz, the Laundromat Millionaire, we shift from customer experience to the operational engine that drives a truly scalable business. Dave reveals how documented systems, strong SOPs, and empowered employees are the foundation of long-term success — not just in laundromats, but in any service-based business. From unclogging drains before they flood your store to building a business that thrives while you're on vacation, this episode is packed with tactical wisdom and real-world examples. We also explore innovative revenue streams, the truth about passive income, and how digital marketing is reshaping this traditionally overlooked industry. If you're serious about building a business that runs without you, class is in session again with Dave Menz! (Original Air Date - 4/29/25) What we discuss with Dave: + Systems create true scalability + SOPs prevent costly emergencies + Maintenance must be proactive + Full-service laundromats win loyalty + Attended stores attract premium clients + Marketing works if product stands out + Revenue varies by market density + Partnerships can boost utilization + Always improve processes and systems + Humility and curiosity drive growth Thank you, Dave! Check out Laundromat Millionaire at LaundromatMillionaire.com. Check out Queen City Laundry at QueenCityLaundry.com. Follow Dave on Facebook and LinkedIn. Watch the video podcast of this episode! To get access to our FREE Business Training course go to MillionaireUniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Episode 208 of Freedom In Five Minutes! Kevin from the Pro Sulum team takes the mic to deliver a no-BS breakdown of what's REALLY happening in the Managed Service Provider world as we head into 2026. Your MSP is about to pitch you a lot of "AI solutions" in the coming year. But here's the uncomfortable truth: most of it might be snake oil. Kevin reveals how to spot the difference between genuine AI transformation and expensive experiments being conducted on YOUR dime. If you're a business owner paying for IT services, this episode will save you thousands of dollars and countless headaches. Plus, you'll discover the ONE thing that must happen BEFORE you automate anything with AI (spoiler: almost everyone gets this wrong). What You'll Learn: ✅ The AWS MSP Pressure Cooker - Why Amazon is throwing "steroid-level" money at MSPs to sell you AI services (and what that means for your wallet) ✅ The One Question to Ask Your MSP - A simple test to determine if they're truly using AI or just practicing on your business ✅ Agentic AI: The Terminator of IT - The next-level automation that either becomes your best employee or your worst nightmare ✅ The "Intelligent Garbage" Problem - Why automating broken processes just creates chaos at 100x speed (and how to avoid it) ✅ Why QBRs Are Dead in 2026 - Stop accepting boring activity reports and start demanding Strategic AI Reviews that show real outcomes ✅ The Hidden Gap Your MSP Can't Fill - Why even the best IT providers can't systemize your operations (and who can) Key Quotes:
I am joined by Paul Buckley who is the Founder and Managing Owner of Ratio Staffing, a groundbreaking platform reshaping how preschools connect with substitute teachers, enrichment educators, and speech pathologists. A former preschool teacher with nearly 20 years of hands-on experience, Paul's mission is deeply personal: to help children thrive by supporting the educators who shape their early years.Before founding Ratio Staffing, Paul spent nearly a decade in biotech manufacturing leadership, where he trained global teams, revised over 300 SOPs, and earned a Six Sigma Green Belt. Today, he fuses that systems expertise with his passion for education to create a platform that offers true flexibility, transparency, and community impact.Ratio Staffing removes the predatory norms of traditional staffing agencies, allowing schools to choose their teachers and educators to negotiate fair rates. Paul's vision is simple yet powerful: better classrooms, better care, and a better future—for everyone involved. You can reach out to Paul at info@ratiostaffing.comratiostaffing.com
When Beav Brodie was handed his wife's purple diaper bag to carry around town, he knew something had to change. As a tattooed, custom car-building dad, that bag just didn't fit. So he did what any problem-solver would do—he grabbed his sewing machine and made his own. That side project turned into Tactical Baby Gear, a thriving eCommerce brand that's become the go-to for dads who want gear that's as functional as it is badass. In this episode, Beav shares his journey from knowing absolutely nothing about eCommerce (including what a UPC code was) to building a product line that customers trust and keep coming back for. He also pulls back the curtain on navigating the chaos of 2025—from Meta auction issues to tariff headwinds—and why he's betting big on Amazon and YouTube as his growth channels for the year ahead.—Sponsored by OMG Commerce - go to (https://www.omgcommerce.com/contact) and request your FREE strategy session today!—Chapters: (00:00) Opening & Introducing Beav Brodie(04:45) 2025 Headwinds, Tariffs & Personal Life Challenges(08:45) Becoming a Real Operator: Systems, SOPs & Founder Mindset Shifts(12:00) Origin Story: From Custom Cars to Tactical Baby Gear(17:00) Manufacturing Realities: COVID, Price Creep & Moving Abroad(24:38) Recover hidden Amazon revenue with Threecolts(25:33) Meta Constraints & The Founder Bottleneck in Content(29:30) UGC, Influencers & Why Authenticity Beats “Pretty” Content(36:25) Offers, Acquisition & The Realities of Low-Repeat Categories(42:10) Brand vs Discounts: Community, Trust & True LTV(47:00) Channel Expansion & Product Philosophy(50:19) PostPilot: Direct mail that prints money.—Connect With Brett: LinkedIn: https://www.linkedin.com/in/thebrettcurry/ YouTube: https://www.youtube.com/@omgcommerce Website: https://www.omgcommerce.com/ Request a Free Strategy Session: https://www.omgcommerce.com/contact Relevant Links:Tactical Baby Gear: https://tacticalbabygear.comSponsor Offer | Threecolts: http://threecolts.comSponsor Offer | PostPilot: http://postpilot.com/Past guests on eCommerce Evolution include Ezra Firestone, Steve Chou, Drew Sanocki, Jacques Spitzer, Jeremy Horowitz, Ryan Moran, Sean Frank, Andrew Youderian, Ryan McKenzie, Joseph Wilkins, Cody Wittick, Miki Agrawal, Justin Brooke, Nish Samantray, Kurt Elster, John Parkes, Chris Mercer, Rabah Rahil, Bear Handlon, JC Hite, Frederick Vallaeys, Preston Rutherford, Anthony Mink, Bill D'Allessandro, Stephane Colleu, Jeff Oxford, Bryan Porter and more
Send us a textFrom lasers to leadership, this IT Nation Connect 2025 conversation with Lawrence Cruciana, founder of Corporate Information Technologies, reveals how discipline, curiosity, and science fuel cybersecurity innovation.A former Disney audio engineer and laser physicist, Lawrence shares how attention to detail and standardization shaped his approach to business, how a case of industrial espionage inspired his cybersecurity mission, and why CMMC and frameworks like the CIS Controls are essential to protecting American ingenuity.You'll hear lessons from his time presenting at NASA, insights into the evolution of AI-fueled cyber threats, and how MSPs can raise the bar for security maturity while staying human in a world of automation.This episode blends STEM roots, cybersecurity expertise, and personal discipline into one inspiring conversation about what it means to build, protect, and lead with purpose.
In this episode of She Means Business, Carrie sits down with long-time friend and AI strategist Rick Mulready to talk about what it really looks like to build an AI-first business in 2025 and beyond. If you've been dabbling with ChatGPT, still doing everything manually, or feeling slightly terrified you're "already behind" with AI… this conversation will feel like a deep exhale and a wake-up call all at once. Rick shares how burnout and one simple experiment with ChatGPT led him to completely reinvent his business around AI – and why he believes the biggest shift for online entrepreneurs now is moving from people manager to AI manager. Together, we explore practical, non-techy ways you can start using AI today to save hours every week, make smarter decisions, and free yourself up to do the work (and live the life) you actually want. In this episode, we talk about: How burnout and ChatGPT pushed Rick to pause his "successful" business and pivot fully into the AI space Why traditional "record once, sell forever" courses are getting outdated fast – and why Rick chose a membership model in the age of AI What it means to build an AI-first business instead of trying to bolt AI onto an old way of working The dreaded time audit and how AI can help you see where your time is really going (without a huge spreadsheet) Simple ways to use ChatGPT beyond content: time analysis, decision support, planning trips, troubleshooting real-life problems (like a broken motorhome!) How to use AI to: Draft newsletters and weekly emails in a fraction of the time Turn your FAQ doc into a "world-class" customer support assistant Analyse your P&L, ad stats, or sales pages and get clear, actionable recommendations The difference between "using ChatGPT for a task" and building AI agents that can research, ideate, draft and send things for you What it practically looks like to go from solo operator to having an AI "org chart" across marketing, operations and delivery Why aggregating your business knowledge (courses, FAQs, SOPs, offers, etc.) in one place now will make your future AI setups 10x more powerful How AI is opening up wild creative possibilities – from building apps without being a coder to helping Carrie's 6-year-old turn his stories into books and 3D characters The mindset shift we all need: choosing curiosity over fear, and committing to 20 minutes a day of "AI practice" so we don't get left behind Resources & tools mentioned Connect with Rick Mulready Website & newsletter: rickmulready.com rickmulready.com The AI Playbook® community: The AI Playbook on Skool Skool AI & automation tools we mention ChatGPT – Carrie's go-to for time analysis, meal planning, content, motorhome troubleshooting and more Claude – Rick's favourite for long-form copy like email sequences and sales pages Relay.app – no-code AI workflow + automation tool for building simple agents and workflows Relay Gamma – AI tool for creating slide decks and presentations quickly Gamma Dia – an AI-powered browser from The Browser Company that lets you "chat with your tabs" and analyse what's on your screen in real time Dia Browser (Always check current pricing and plans for these tools, as they change often.) Loved this episode? Tag me on Instagram and tell me your biggest takeaway or how you're using AI in your business – I love hearing your stories.
Kiera goes into the key pieces for a worry-free practice, including systematizing your stress points, providing boundaries around time and energy, and leading proactively. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and I hope you're having an amazing day. I hope that you are excited for today's podcast. I am, because like, why don't we create a stress-free practice? That sounds like, sign me up. Yes, please. Thank you. Happy to take you guys through that and how to create a stress-free practice, at least at a base level, at least certain tactical tips that you can put into place today to start exploring that, experiencing that. And honestly, I just love, I love the game of business. I love the art of business. I love. ⁓ I love the impact and the change we're able to make. And I truly just love human beings. I love helping people just experience their best life, whether it's my sister or my friend or my neighbor or our community or our podcast family, whomever you are, wherever you are, I'm just so grateful and honored that you're here with us today. So if you love our podcast, if it's changed your way in any way, shape or form, do me a favor today and just share it with somebody that you think this could make their day better. Whether it's today's podcast or another podcast. Go to our website, TheDentalATeam.com, click on our podcast tab, search any topic that you ever could want, make sure that you're able to access all the free resources that are available to you. And if I can help you personally or professionally in any way, you guys, truly like, I built this company to be a friend in the industry, to be somebody who has vetted all the different people out there to help you out. And it's so fun because I used to work at Midwestern University's dental college before I started consulting. And it was so fun. The other day I was on a call. and my phone, like I was on a video call and my phone lit up and I looked at it and it was literally a dental student. we're talking throwback to the past, shout out to my Midwestern family. And I was like, oh my gosh, I've not seen that name on my phone and we're talking eight plus years. And so as soon as they finished the call, I called them back and I was like, dude, it's been so long, how are you? And it just like, my cheeks hurt from smiling so much right now. It made me so happy to be able to have been in the industry long enough to have worked with so many different clients and have so many different resources that no matter what has been thrown my way with different clients, this student that I haven't talked to in eight years who's at a pretty awesome crossroad of their practice and their life and what they're doing, to be able to truly give them ⁓ advice, to give them resources, to help them out. And I realized once again, that that is why this company exists. It is to truly be that friend in the industry. And he's like, Kiera, like, your time is valuable. And I was like, are you kidding? Like, this is what my time has meant for my time is meant to help and to serve and to be that resource and advocate. Whether you work with us as an active client or whether you're an massive advocate of the podcast, ⁓ or if we're just someone who have we met in passing, just know that you have somebody out there who is truly committed to making you the most successful, the happiest. all the best resources I can possibly bring to you. That's what this podcast is about. So share this with somebody who needs this. Make sure that you get this into the hands of all these dentists that need the help, that need the resources, because this is a free resource. There's no strings attached other than just asking you to truly give back to those around you, in your community, in your study clubs. Make sure everybody is a raving fan listening to the podcast, because my job is to help you become the best that you can possibly be. So with that today, like I said, I teased it out a little bit. We're gonna help you figure out how to create this, you know, stress-free practice. And it's honestly going to be through nothing sexy, nothing hard. I hate hard things. I like it to be easy. One of our core values is ease. So everything I bring to the podcast, everything we do in consulting should make your life easier and not harder. like honestly, stress-free practices come from systems and leadership. That's the bottom line. It's systems and leadership all day long. And it's the discipline to follow through on both of those. That's what it is. So this is something where it's like, we're going to reduce the chaos. We're going to protect your energy and help you truly feel so much better in the practice because this is what we're about. Like this is how we're able to get you guys there. And so the systems and the leadership done with consistency will help you have stress-free practices. Now, a lot of times it's, know what you should do, but you don't do it or you don't consistently do it. It's like parents, it's like, I know I shouldn't give my kid candy, but I do it because they're screaming and I just want the screaming to stop. Well, is that a temporary fix or is it a long-term solution? And so for this, making sure that we're systematizing. Now systems for point number one are going to be exhaustive. You will never be fully systematized. You will never be fully done and perfect in all the pieces. There will always be an evolution. And I just want to like get rid of the hope and the wish that, my gosh, like maybe I could do this or maybe it would change or I will one day reach this mountain. You won't. So when I work with offices, like how do you get them systematized? How do you do it? What's your magic diet pill? And I'm like, Well, I systematize the stress points. I systematize what's causing the most pain that's going to give me the most gain. And I do that immediately because then the screaming stops, but it stops forever. Did you hear the difference? The screaming stops, but it stops forever rather than just feeding my baby candy. So they stop screaming temporarily. Well, then they're going to start screaming because they get a tummy ache and then they're going to throw up on me. And then that's a whole nonsense rather than just giving them the food that they actually need and want and doing that consistently to help my baby out. So for your practices, we're gonna systematize those stress points. So what happens from this is, I usually when I go into a practice or our consultants go into your office or we're working with you virtually, we're going to look for the top three pain points that you tell us are the pain points. Then we're gonna use the data to actually tell us additional pain points. And then we're gonna look at those two things combined and we're gonna pick out the top three things that are going to move the practice forward. Like literally this is what we do. So sometimes it's a scheduling and efficiency. It's a communication like that happens all the time. It's a billing, it's a profitability, it's a lack of production. It's a, don't know what my next step is. It's whatever your pain point is, like, my gosh, like I was talking to an office the other day and like, I'm so sick of the like time off requests and people calling out sick coming to me as a doctor. And I said, that's funny. Who's your office manager? Like what's your office manager doing? Because that should never be coming to the doctor. Should definitely be going to the office manager. That right there. is a simple, easy fix. We put up a system, we put up a process, we just tell the team, here's the new organization chart, here's who goes to who, boom, pain point gone and resolved as long as you stick with it. So what we wanna do is we wanna look at what our top three recurring pain points are. Again, we talk to the team and then we look at your data. What do your numbers tell us are truly the issues that you're having? And then what we do is we create systems, SOPs or protocols, and then we have accountability with it. So like when I go into a team and, there's an issue of our scheduling. Well, great, let's put a scheduling template in. Let's roll it out to the entire team. Let's let everybody know what the rules of the game are. That way everybody can play the game. And then we put it into place for six weeks and we reassess and we refine and we change it up as need be. And when you start to do this and you start to systematize, and for me, I don't like systems that you have to remember. I like systems to just be in place. So a scheduling template just goes in place and everybody can follow it. We tell them the rules of the game, but it's very easy. Like don't make it where it's like, This green block is for just treatment, big treatment. Well, what the heck is big treatment? Let's do this green block is for a $2,000 and you can have X, Y, or Z that can go in there. Fantastic. Well, now I know when I'm looking for green blocks, any person who's a crown or quads of fills or endo or implant, like anything 2000 or above can go here and I can stick it in. Now, now that's easy. I know it's $2,000 instead of big production. That's so much easier. Then what happens if I can't fill that? Well, great, 24 or 48 hours, whatever we decide as a team that feels good to us, we hold that block for that long and then we can go and change it. Now what happens is somebody is like, but Mrs. Jones just wanted to go in that spot. I know I'm not supposed to. What happens then? Well, great, the person who's scheduled gets to call Mrs. Jones and move her. We don't play the game. We don't get to do this. Like unless it's 24 or 48 hours, that block is held for that exact procedure. And I checked to see whose name did it and they get to call that patient with me. awkwardly sitting there with them, supporting them, so we don't do this again. I want to make it so uncomfortable that you would rather follow the blocks rather than have to deal with the consequence. But it's fine, you know the rules of the game before we start the game. So that way no frustration occurs because expectations have been laid out. Fantastic, we follow the blocks. People are like, Kiera, we're hitting higher production. We're getting out on time. We're getting our lunches. Patients are happier. Isn't that funny? That was something that was such a big pain point for you. And with simple little steps that we put into place that all of us like agreed to follow, the whole team's on board, we all know that. We instantly fix the problem. This is what I'm talking about, systematizing your stress points and making it to where everybody can follow it. We hold it accountable. But like once you put it in there, now there's really not a lot of like remembering what we have to do, because it's all in there spelled out. Like NDT or handoffs, if you're struggling to get your case acceptance up, put that in place. phenomenal, it's on every single route slip, it's in every single note template, then all you really have to remember is to fill in the boxes. And we have a tee up to where the team members prompt the doctor if the doctor forgot to say it. That's great. And now you're like, Kiera, you just added $25,000 to my practice. You're welcome because you did the work. You followed the system. You systematized the pain point and we looked at the numbers to tell us based on what you're telling us, based on what the numbers are telling us, let's put this into play. So if we can solve three of those issues for you, That would be amazing. So looking at your practice, look to see what those pain points are and commit to systematizing those, those hot points, those stress points that are going to move the needle forward the quickest for you. Then the next piece to make the stress fee is you've got to make sure that there are boundaries around time and energy. So with offices, a lot of times like burnout doesn't come from working. Burnout comes from having poor boundaries and overworking and committing to everything to where you feel like you can never catch up. So what this is is like, I love to build with doctors your ideal week. And we're going to, guys have heard me talk about this constantly. I cluster likes with likes. So we have our admin time. We have our doctor time. We have like when I'm building out a block schedule, we have it to where you want your crowns and we have what you have at the end of the day and right before lunch. So that way we can actually batch all of this along. You can get a lot more done when it's batched and it's clustered and it's connected. And then we protect that. Like doctors, I tell them, like, here, I can never get out of here on time. And I'm like, great. So here's the deal. You get out by like, what's reasonable. Let's say you end patients at five, you're out the door by 530. For every day you're not out at 530, I'm gonna let you out of a four day work week, if you have three days, you gotta get out one day, that way you don't have to be perfect. Three days you gotta be out by 530, and if you're not out by 530, you owe me a thousand bucks at the end of that week. my goodness, guess what? They instantly get out at 530, how? Because we made it a priority, we had a strong boundary on it, and we said this is what we're doing, and there was something on the other side of it. Or it can be like, okay, you follow this for the next two weeks and you get to have a pedicure or a massage or whatever you want to do. We attach something fun to it. But what's wild is just changing how we're working. It's changing how we're setting this up, but we're making it a, like it's a, it's a no go zone. We don't go past this and we say no to what doesn't align in those blocks. So for me, I know I've got podcasting days. Tiffanie was like, Kiera, can you wait? And I said, no, Tiff, I've got podcasting. Like I gotta get there. And she's like, that's okay. I can take care of it in another time. Or I could have been like, absolutely, Tiff, no worry. Like I'll push the podcast. Like not a big deal. Well, when I do that, yeah, then I'm to be working on podcasts later. Everything goes down. Nothing works well because I didn't set boundaries around my time. And I didn't make a commitment that I was worth it because saying yes to something is saying no to something else. And I say yes to Kiera because I know at the end of the day, my greatest asset in life is my body. It's my time. Like that's my greatest assets. And so I've got to be so, so, so strict on it. Everybody will try to take it. It's my responsibility to be consistent with that. So we protect that. We say no. And what's wild is when doctors will do this and they set up their ideal weeks, when they set up their admin time or their CEO time, their deep work time, and they actually commit to it and they stick with it, they literally start to grow the practice exponentially. They start to feel so much happier. They start to get out on time. They start to have more time with their families. I had one doctor and she was just burnt to a crisp. Hated her life. I will tell you this woman now is since working with us has added over $450,000 to her practice She's got a 24 to 1 ROI of her consulting to her amount that she's paid in consulting to what we've brought to her practice Pretty good ROI that's better than the stock market if you ask me so a great great odds to bet on if you're looking for something And I remember she was just burnt out and she's like here. I have to like keep working every single night I'm exhausted and I said great. Here's your Here's your task, every night I want you out the door by let's commit to a time, 5.30. And I said, and you're gonna go home and you're gonna give yourself and your family a gift and there's no work, it doesn't come with you. It doesn't like, you don't get to take home that backpack. Like I think schools have mistaught us that we go to work all day long, AKA school, and then we come home and we work all night long. And I'm so anti this model. Like, whoo, get me on a soap box. because then we do that at work and we're working 40 hours and then we're taking it home and then we're not showing up for our families and we're not showing up for ourselves and then we wonder why we're chronically tired and we're not working out and on and on and on on and And I'm just so sick of it that I'm like, awesome to this doctor. said, great. So tonight's a gift. I want you to leave everything at work. It's gonna be here for you tomorrow. Like you go home and work on it for two more hours. Are we really gonna move the needle? And she's like, no, probably not. I was like, I want you to go home tonight and I want you to go have fun with your kids. I want you to go be with your husband and I want you to like, let me know how you feel tomorrow. And I got a text and she's like, Kiera, like I played a game with my kids and it felt so good to be a mom and to show up. And we consistently started giving her her life back. And we started to have helping her see like at five 30, you're out the door. We don't take anything home with it because when we have those parameters and those boundaries, what happens is you naturally find ways to actually accomplish the work because you know, it's a hard no. And I used to take work with me all the time and it used to be this And then I was like, absolutely not. So for me, my boundaries are, I do not work at all, like ever, non-negotiable on Sundays, period, nothing. And I don't work on Saturdays. Like there might be an emergency here or there, which that's fine. And it is a true absolute emergency. Like we're talking, someone's quitting and we've got to figure out what we're gonna do. Like Sarah is something that we, there was no planning for it. Like those types of things, absolutely. But 99.9 % of things do not need to be resolved on a Saturday. clients text me on a Saturday and I love them and hey, I'm here for it. I'm not here for it on Saturdays. So great. And I tell clients text me all the time. And if I'm busy with family or I'm not available, I will not respond to you, but you get it out of your head. You get it over to me. I will take care of it when I'm back in the office. So fine. I don't care if clients text me on Saturday. That's fine. It does not bother me. It does not disrupt me because I know that Saturdays I don't work. That's my free day. I also have a CEO day that literally I block. And I know because if I have white, white noise time, deep work time, So much more happens in the business. I also have workout time for myself. I work out three to four times a week. That's a non-negotiable. I have my morning routine every single morning, non-negotiables for me. That did not start as a day one. It became a process. But I started realizing if I don't take care of me and I don't have this future vision of 90 year old Kiera who's still super, super, super sharp. She's got time. She has energy. Her body's strong. She took care of herself. If I don't prioritize that version of me. Today, she's not gonna be here at 90. So this is for you to predict your boundaries, to set it out. And I promise you, I promise you, the stress in your practice will actually decrease because you will be better balanced, you will be better focused, you will be better, like just cognitively, you will feel like you're not exhausted all the time and you can make better decisions. So your leadership will actually rise if you start to set those boundaries around your time and energy. And then number three is leading proactively and not reactively. So for that, like once again, this comes to you as a calm leader and you taking care of you. So it's tying to the top of yes, we've got these boundaries, we know where we're going to be, but also at the same time, like you have these pieces where we actually have structure in there. So like we use morning huddles and we have one-on-ones. So we prevent problems from stemming in the future. ⁓ We have set meetings where we make decisions instead of it being on the fly decisions. We have set time that we get all those ortho checks back to our team. We have set times that we actually review pieces in the company. ⁓ We have debriefs. We have a same page meeting with our office manager. ⁓ We have set date nights with our spouse. We have set workout times with ourselves. But all these little set points, they feel like, as I say it, I'm like, gosh, that might feel like a lot. It's like, hey, block your whole life. So you've got all these color blocks. But the reality is when you've got this structure, you're very proactive, not reactive, and you actually have a lot more time in your world. People are like, Kiera, how do you get so much done? How do you podcast three times a week, guys? You're welcome. And it's been going on for almost six years, thousands of episodes. People are like, how do you do it? And how do you have clients? And how are you a CEO? And how do you have time for your husband? How do you work out? And I'm like, honestly, it's because you're very proactive and not reactive. I used to be very, very reactive when I first started the company. And then we moved it into a space where it was a phenomenal. we can take care of this. We don't have to have answers right away. I grew up as a CEO. I grew up as a leader, but it was leading proactively and not reactively. So looking to see where are quick areas that you might be a little reactive and how could you be a bit more proactive on that? ⁓ Like I said, what things can we put into place beforehand to make sure they're not there? So when we look at this, this is how you're able to build a stress-free practice of you systematize the top priorities, like we systematize those stress points and we get those dialed in. Then we protect our time. have boundaries around it. And then we lead proactively and we put things into place. So that way in our team, bubbles and issues are arising constantly. We teach our team how to have effective meetings, how to have issues lists, how to solve things like, Oh, I have a team like on this leading proactively. They have so many issues all the time. I'm like, I have never in my almost decade of coaching how to practice have this many fires all the time. And I'm like, all right, you guys are like a spinning top. So you need to build an issue. Listen, we need to stop having like, stop answering and solving problems every single day, all day long. Cause what you're teaching your team is they can just like vomit on you and you're going to like fix it constantly. Like it's like a child throwing a temper tantrum. Like, let's like, no, sometimes timeouts are necessary. Sometimes a calm and a shutdown time is good. ⁓ I've read a lot of books and they're like, people will say, Hey, when can I get that decision? Like, At nine o'clock on Friday is when my thinking time is and I'll have a decision made by then. Like how incredible and people are okay with that. So it's this proactive rather than reactive. And we've got this team to where they now have their issues board. They only make decisions on their leadership days. They're not having to go through the fly constantly. They have set times. I had to do that too. And this is how I know that if you do this, this is how you can create stress-free practices because it's not perfect, but it is prepared. has a lot of pieces in there I will tell you that's how you're able to literally like shut the phone off at night, able to disconnect, able to know that everything's being taken care of. I still feel like there is always this like hum of nervousness, ⁓ but it does, the noise of that nervousness goes down to where you're able to not feel like it's constantly there. So if this is something that you feel like you're constantly putting out fires, this is literally what we do all the time. ⁓ And so this is where I'd love for you guys just to subscribe, ⁓ to share, to like, to follow along, to help you guys and to share this with somebody who deserves more peace of mind. And that might be you. And if that's the case, then like, let's help you build your practice this way. Let's help train your team this way. Let's help train you as a leader because leaders aren't made, they're created. And I feel like so many of us just think that we're born out of the womb, a great leader. And it's like, no, a great leader is created. It's formed, it's evolved. And so for you to realize like that is part of it, this is where it's going to be for you. So take the challenge, let's help you get that stress free practice. does like go for this systematize, set boundaries around your time and lead proactively and reach out Hello@TheDentalATeam.com at all, if we can help you in any way, or form, because I want you to be living your best life. I want you to not be stressed. I want you to know that success doesn't have to be a hope and a wish, but it can be predictable for you. And this is how I love to help practices. This is what our consultants are obsessed about. They're brilliant women ⁓ who just know how to lead teams that have done this successfully many times over. So reach out, do yourself the favor and commit to like, I'm not gonna be stressed anymore. And there's a better way to do it. And I'm going to commit to doing that and reach out. Hello@TheDentalATeam.com. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.
Send us a textReady to stop grinding and start scaling? We dive into a clear, no-fluff blueprint for using agentic AI to grow sales, improve margins, and reclaim your time. Instead of one-off prompts, you'll learn how autonomous agents perceive context, plan multi-step workflows, make decisions, and execute tasks across your stack—then learn from outcomes to get better week after week.We walk through the five domains where agents deliver immediate wins: customer support that resolves faster and cuts cost per ticket; lead generation that researches prospects and tailors outreach to lower CAC; marketing engines that ideate, create, test, and iterate across channels; back-office automation that reconciles books, tracks invoices, and manages inventory; and forecasting that sharpens demand, revenue, and cash flow accuracy. Along the way, we plug real numbers into the conversation—10x service cost reductions, 40–60% time-to-output cuts, and double-digit revenue lift—so you can benchmark your own progress with confidence.Measurement is the unlock. You'll get a compact KPI framework tied to the P&L: revenue growth rate, ROI per initiative, gross margin improvement, operating cash flow accuracy, CAC and lifetime value, time-to-output, error rates, cost per transaction, CSAT, and NPS. We also share practical guardrails to deploy safely: approvals, escalation paths, SOPs, and team training that make adoption stick. The human edge—strategy, empathy, and brand—stays at the center while agents handle the repetitive execution. If you've wondered how to leverage AI without losing what makes your business special, this is your roadmap.Subscribe for more playbooks, share this with a founder who needs it, and leave a review to tell us which KPI you'll track first.Thanks for tuning in to this episode of Follow The Brand! We hope you enjoyed learning about the latest trends and strategies in Personal Branding, Business and Career Development, Financial Empowerment, Technology Innovation, and Executive Presence. To keep up with the latest insights and updates, visit 5starbdm.com. And don't miss Grant McGaugh's new book, First Light — a powerful guide to igniting your purpose and building a BRAVE brand that stands out in a changing world. - https://5starbdm.com/brave-masterclass/ See you next time on Follow The Brand!
Winter is here — and for many painting contractors, this season brings the familiar question: “How do I make the most of my time?” In this episode of the Elite Business Advice Podcast, host Chris Moore shares a practical framework to help you use the slower months to strengthen your business, sharpen your systems, and set yourself up for a successful 2026.You'll learn:
Neil Twa reveals how he builds 7–8 figure “virtual real estate” brands using AI, data, SOPs, and operator development—plus his path from IBM to e-commerce.In this episode of RealDealChat, Jack Hoss sits down with Neil Twa, co-founder of Voltage DM, who breaks down how he uses AI, massive data sets, and a refined operator training system to build, scale, and exit profitable “virtual real estate” brands.Neil shares his journey from IBM's early machine-learning projects to building Amazon brands doing $5M/month and helping entrepreneurs create e-commerce assets similar to multifamily portfolios. He explains how he selects products using 12 years of data, why operator mindset determines whether a business grows or stalls, and how he builds brands designed to be acquired within 3–5 years.If you're interested in business scaling, e-commerce, AI, or building assets that run without you—this episode is packed with insights.What You'll LearnHow Neil went from IBM to building brands doing $60M+/yearWhy he treats e-commerce like “virtual real estate”How he uses 12 years of Amazon data to green-light productsThe danger of operator limitations between $1M–$10MHow to scale brands with SOPs, AI, and trained operatorsWhat the 2020 supply-chain shock taught his companiesWhy some students succeed and others failHow he partners with vetted operators to build & buy companiesHow Patriot Growth Capital helps fund veteran-led e-com exits
Is your warehouse SOP doing what you need it to? Kevin chats with Tim Regnier, CEO and Founder of Smart Access, about how warehouses can revive their SOPs. Oftentimes, standard operating procedures get written, approved, stored, and then forgotten or remain misunderstood. In this episode, Tim explains how Smart Access turns warehouse SOP into a living system. The platform guides training, boosts accuracy, and improves productivity. It uses AI-driven observations, automated skill-building, and the new Ops Navigator intelligence layer. The conversation shows how operations can finally align leadership expectations with real work on the floor.Learn more about Brecham Group here. Learn more about Endpoint and give Gary a break here. Follow us on LinkedIn and YouTube.Support the show
In this episode of the Second in Command Podcast, guest host Sivana Brewer sits down with Aldo Siciliano, COO and President of Watters International Realty, a fast-scaling residential brokerage serving multiple Texas markets.Aldo shares how Watters uses EOS (Entrepreneurial Operating System) to create alignment, simplify decision-making, and support a fast-moving, marketing-driven business. He breaks down the real work of being an integrator, why adaptability matters more than expertise, and how to keep a visionary's ideas grounded in reality without killing momentum.They dig into hiring proven talent vs. emerging talent, managing burnout and stress in relationship-heavy industries, and knowing when a new tool is genuinely helpful versus just shiny. Aldo also talks about maintaining simplicity at scale, building systems that teams will actually use, and why emotional management is one of the hardest parts of leading in real estate.This is a practical, honest, detail-rich episode for any COO navigating growth, complexity, and a CEO with a strong visionary engine.Timestamped Highlights[00:00] – What EOS really is and why it works for small to mid-size companies[01:08] – Introducing Aldo: data-driven operator, people-first leader[02:51] – Watters International Realty: multi-market residential brokerage across Texas[03:52] – Aldo's journey from VP of Marketing to COO & President[05:17] – Why being a generalist (not a specialist) made him a stronger COO[07:16] – What made Aldo want to work with CEO Chris, a “zero-to-one” visionary[08:54] – How the CEO–COO decision-making dynamic works in real life[10:08] – Why Aldo was chosen for the COO role: integration mindset + complement to the visionary[10:33] – Why Watters implemented EOS and how it fit their bandwidth[11:54] – The core pieces of EOS that actually move the needle[13:36] – Small changes vs. big changes and why incremental improvements matter[16:48] – SOPs, knowledge bases, and keeping documentation simple[18:24] – Why Aldo uses Motion instead of Asana/ClickUp[20:58] – The hidden cost of complex tools and the myth of “software will fix everything”[22:56] – Lessons from failed system implementations and the danger of poor adoption[24:29] – “Teach people how to think, not what to do” and how Aldo applies this[28:09] – Coaching teams through burnout, stress, and emotional fatigue[29:42] – The emotional load on sales leaders: “You're in the attitude management business”[31:25] – Why burnout often comes from the wrong people in the wrong seats[33:01] – The importance of hiring experienced talent during scaling[38:40] – Proven talent vs. emerging talent in fast-growth companies[40:17] – The risk of a wrong sales leader: attrition, client loss, culture loss[41:47] – Why individual impact shrinks as companies scale[42:56] – Aldo's next big initiative: new expansion strategy[43:40] – Where to find Aldo onlineResources & Mentions• EOS – Entrepreneurial Operating System• Motion (project + time management)• monday.com• Salesforce• Asana• ClickUpAbout the GuestAldo Siciliano is the COO and President of Watters International Realty, a multi-market Texas-based residential brokerage. Known for his blend of analytical thinking and empathetic...