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Send us a textEver build a process so perfect that no one actually uses it? In this episode, Mike and Blaine tackle one of the biggest traps entrepreneurs and small business owners fall into: overengineering. From automating tasks that never needed automating, to building dashboards for a team of one, to writing SOPs that no one ever reads—these are the mistakes that slow businesses down instead of moving them forward. We share real-world stories, laugh at the times we've been guilty ourselves, and offer practical advice on how to simplify, streamline, and actually make progress. If you've ever been stuck in the weeds trying to “perfect” your business systems, this episode is for you. Learn how to stop wasting energy on the wrong things and start focusing on what really drives growth.#entrepreneurship #smallbusiness #businessgrowth #productivity #startuplifeVisit mikeandblaine.com to buy us a beer and keep the conversations going!Enjoyed the episode? Support the show and buy us a beer at mikeandblaine.comDon't miss the latest insights and entertaining discussions on entrepreneurship, small business, and random BS. Subscribe, follow, and like Mike and Blaine's "Business, Beer, and BS" and catch every episode! Featured Beer: @snakelakebrewcoMike: Voodoo Ranger “Atomic Pumpkin” AleBlaine: Snake Lake “Backdraft” Red Rye IPAWatch on YouTube: https://youtu.be/rm17G17ZSCYThanks to our Beer Sponsors: • Rachel Barnett from Gentle Frog: youtube.com/@GentleFrog • Karen Hairston from 3S Smart Consulting: 3ssmartconsulting.com• Larry Weinstein, the Cash Flow Cowboy in Houston Texas!• Neighbor Pat• Devin• Jeff Robertson at jeffreyrobertson.comListen to all our episodes at mikeandblaine.comcashflowmike.comdryrun.comSupport the showCatch more episodes, see our sponsors and get in touch at https://mikeandblaine.com/
From a wrong-number job interview to running two Bay Area branches and finally launching his own shop, Josh Fleenor lays out how Pest Pros grew from two trucks to a regional force—anchored in multifamily, a “whatever it takes (the right way)” culture, and promoting leaders early so the company can scale without breaking. You'll hear the origin story, the first-year sprint to $747k, the blue-ocean play in property management, and how hugs, hard conversations, and clear guardrails keep the team winning year after year. You'll hear: The misdial that led to pest control, five years at Clark, and the leap after a dissolved partnership.Why multifamily became the beachhead—and how value + pricing flipped “dirt-cheap” accounts into real margin.The year-one LinkedIn blitz, $700k booked in property management, and testing channels by turning Google off.Culture in practice: “no excuses, find a way,” hugs and vulnerability, and guardrails so “whatever it takes” doesn't burn families out.Hiring slow for core values, promoting early to build leadership layers, and a structure that rotates HQ leaders into satellite offices.Tech & tools: cautious AI (great for SOPs, not for phones—yet), contests, and experiences that bond the team. Show links: From Gym Teachers to Service Leaders: The Julio Twins' Story | Last Bite Mosquito, Viking Pest https://youtu.be/DAYxtzhswxs From PE Teachers to Pest Control Owners: The Julio Twins Share Their POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps 00:00 – Cold open: “Whatever it takes”—and why the team hasn't missed an annual goal in 7½ years 01:00 – Origin story: the wrong-number interview that led to pest control; Clark → Bay Area branch leadership 04:45 – “Meant for more”: deciding to go all-in on the industry 08:00 – Partner plan dissolves; Josh launches Pest Pros with two trucks and a people-first vision 11:55 – Year one: LinkedIn property-management push and $747k produced by December 13:50 – Headwinds: SPB complaints, Yelp shutoff, and finding the blue-ocean in multifamily 16:30 – Pricing for value (not “dirt-cheap”); personal connection as the wedge 18:45 – Financial lumps and learning—what he'd do differently 19:45 – Leadership layers: promote early so managers can practice accountability 22:00 – Morning routine, boundaries, and defining what “whatever it takes” does—and does not—mean 24:50 – Channels & testing: billboards, TV, referrals; turning Google off to see what's real 28:10 – Expansion map: Concord HQ, Yuba City, Roseville; “own NorCal” before jumping farther 30:40 – Rebuilding a misfiring satellite office around core values; HQ leaders rotate in monthly 33:00 – Production targets: $1,400–$1,500/day per truck—without 12-hour burnout days 36:30 – Culture mechanics: hugs, vulnerability, Kings-arena party, Tahoe yacht, contests 42:45 – Hiring for values; when a “maybe” hire isn't a culture fit 44:00 – AI today: SOPs/emails yes; phones not yet—protect the experience 47:00 – Imperfect reps > perfection; posting, writing, and getting better on camera 49:30 – Parenting and adversity: giving his daughter the space to earn her own stripes 51:10 – Closing: mentorship, masterminds, and a people-first vision for the next chapter
In this solo episode, Heather shares her enthusiasm for Google's NotebookLM. If you've ever wished for a research assistant who knows your business inside and out - an assistant who can analyze guest reviews, SOPs, market data, and spit out insights without hallucinating - this one's for you. Heather walks through how NotebookLM works, why it's different from ChatGPT and other popular AI tools, and how vacation rental hosts and managers can use it to streamline operations, improve guest experience, and uncover hidden business insights. This isn't theory - it's a practical, passionate review of a platform Heather uses every day. Whether you're AI-curious or deep in the rabbit hole, you'll find useful takeaways to apply to your short-term rental business today.
When Kimberlee Duval arrived at Cymbiotika, the wellness company was preparing a leap few bootstrapped brands attempt—moving from direct-to-consumer to retail shelves. “Our two owners, Charlene and Shahab, have done everything direct,” she tells us. “They wanted to build an organization for the long term.” That resolve led the company to take on debt rather than private-equity money to fund its Sprouts launch in 2024. The risk paid off: Sprouts highlighted Cymbiotika's success in its quarterly earnings release, proof that intentional growth can outperform speed.Now, with products heading to 1,988 Target stores, Duval's finance team is focused on scaling without losing clarity. “We restructured the finance function to align with that growth strategy,” she tells us, pointing to centralized operations in NetSuite, expanded FP&A and cost accounting capabilities, and the creation of clear SOPs. Technology, she believes, is the enabler that keeps teams lean and insights sharp.“There's no reason to segregate between the groups,” she explains, describing her cross-channel approach to e-commerce and retail finance. AI tools and automated workflows now handle much of the transactional load, freeing her people to focus on analysis and collaboration.At the heart of her leadership philosophy is unity. “We're a team … with a common purpose and a common goal,” Duval tells us. That ethos—pairing disciplined systems with shared intent—continues to shape Cymbiotika's transformation from a digital wellness brand into a multichannel movement for intentional living.
In this episode of the Build Your Success podcast, hostBrian welcomes Stephanie Colon, a seasoned banker turned consultant with over 25 years in the financial industry. Stephanie shares her background, her transition to starting her own consulting firm, and her approach to helpingbusinesses streamline processes and achieve sustainable growth. The conversation delves deep into the importance ofleadership communication, touching on topics like standard operating procedures (SOPs), SWOT analyses, and effective communication techniques. Stephanie recounts a personal story highlighting how a lackof communication during her husband's military deployment caused significant anxiety, illustrating the critical role of clear communication in both personal and professional settings. Brian and Stephanie also discuss traits of good leadership and the significance of maintaining open lines of communication to foster growth and understanding.Stephanie Colón Consulting, LLCbrianb@buildcs.net Host LinkedIn: Brian Brogen, PMP
Ops expert Brie Chrisman (CEO, BosCo) shares how to increase profit in private practice without adding more clients, clinicians, or ad spend—by tightening expenses, streamlining workflows, delegating $20 tasks, and optimizing client onboarding. In this episode, you'll learn: Why “profit = revenue − expenses” (and why most owners only push the revenue side) How to reclaim 21+ hours/year with simple email templates The $20 vs. $200 task rule for smarter delegation SOPs that make onboarding, training, and busy-day brain fog easier The #1 lever for growth: client onboarding (lead → consult → paperwork → first session) Resources Mentioned In This Episode Use the promo code “GORDON” to get 2 months of Therapy Notes free Consulting with Gordon The PsychCraft Network Profit First for Therapists Workbook Meet Brie Chrisman Brie Chrisman is the founder and CEO of Boss Co, an operations management and growth strategy agency dedicated to supporting mental health private practice owners. With over 15 years of experience in project management and operations, Brie has redefined how businesses can maximize resources and increase profits without adding to the overwhelm that often accompanies entrepreneurship. Her innovative approach has empowered practice owners to streamline operations and lead with intention. A passionate mental health advocate, Brie is committed to fostering a human-first, inclusive environment within the operations world. She believes that making practice owners' lives easier and more fulfilled can create a ripple effect, positively impacting their staff, clients, and beyond. Outside of her work, Brie is a devoted partner to her college sweetheart, a special needs advocate, and a proud mom of two young children. Website Facebook Instagram Brie on LinkedIn Boss Co on LinkedIn
In this week's episode of The Weekly Wealth Podcast, David sits down with Mark Weithorn, a marketing expert turned tech entrepreneur who has spent the last 21 years running a successful web design and CRM company for realtors.From navigating industry disruptions to preparing employees for entrepreneurship to adopting AI responsibly, this conversation is full of lessons every business owner can apply. Whether you're in real estate, tech, or any small business, the themes of resilience, reinvention, and forward-thinking strategy are universal.What You'll Learn in This EpisodeSurviving 21 Years in Tech:How Mark adapted to industry shifts—from radio jingles and newspaper ads to building realtor websites and CRMs—and the mindset required for long-term success.Employee to Entrepreneur:Why making the leap from a steady paycheck to self-employment requires a completely different mindset and skillset—and how to prepare for the challenges ahead.AI in Business:Mark's perspective on how AI is already shaping industries, where it may be overhyped, and how to use it as a tool to add value rather than frustrate customers.Entrepreneurial Mindsets:Why processes, systems, and delegation are non-negotiable for growth—and how to avoid being the “hub” in a hub-and-spoke business.Financial Reality of Entrepreneurship:Why that big commission check or large invoice isn't all take-home profit, and how to avoid tax and cash flow pitfalls as a new business owner.About Our GuestMark Weithorn is the founder of DPI Showcase Websites, serving realtors across the U.S. and Canada for over two decades. His company provides websites, CRMs, and AI-powered lead generation tools designed to help real estate professionals thrive in competitive markets.
Tired of being the chief fire-putter-outer in your practice? In this episode Emily Ferguson shows you how to stop living in the weeds and start leading like the visionary you're meant to be. What Emily Does She helps practice owners stop firefighting and start running profitable practices. Get out of the weeds, be the visionary. Services: Operations manager services (temporary or long-term)Intake coordinator training (50%+ conversion rates)Client retention training (aiming for 90%+ retention)Comprehensive business coaching (rates, metrics, hiring, SOPs, the works) The Big Mistake You're stuck doing admin tasks instead of leading your practice. Solution: Get an operations manager who actually knows the therapy business. Do This Week Calculate your retention rate. Under 90%? Figure out why some therapists retain clients better than others. (Hint: therapeutic alliance + smart processes) The Real Talk Hire someone with expertise who solves problems, not just someone who follows instructions. Short-term investment, potentially hundreds of thousands in long-term profit. Reach out to Emily at confidentprivatepractice.com for a free consultation + resources.
Join The Creative Finance Playbook Coaching Program & Learn Directly from Jenn & Joe:https://creativefinanceplaybook.com/wait-list?utm_source=zoom&utm_campaign=wlistStop Waiting—Start Buying Deals Without Banks in 2025
Over the last five years, Steve Carroll scaled Kelso Industries from zero to $1.1–$1.2B top line with 3,500+ employees across mechanical, electrical, and plumbing (MEP) — powered by 29 acquisitions and an “empowered, decentralized” operating model. In this wide-ranging conversation, Steve and John unpack the Kelso flywheel (construction ➜ retrofit ➜ maintenance ➜ service), how to choose what to centralize vs. decentralize, why leadership pipelines matter more than playbooks, and the realities of integrating owner-led companies at scale. We also dig into data center demand, non-union strategy, and the “survival mode” moments that nearly derailed the journey.If you're thinking about multi-location expansion, commercial/industrial MEP, or acquiring while operating, this one's a blueprint.What You'll Learn-The Kelso flywheel: use construction as an entry point, expand into retrofit, sell maintenance, earn lifetime service-29 acquisitions without breaking culture: partnering with operators, light-touch integrations, and when to standardize-Centralize vs. decentralize: cash & risk centralization; empower branches on P&L, customers, and ops-Building leadership pipelines (trades & military) to keep growth from stalling-Data centers & industrial demand: where the growth is and what capabilities matter- How a billion-dollar platform still treats growth like survival
Looking for daily inspiration? Get a quote from the top leaders in the industry in your inbox every morning. What's the one premier event that brings the global attractions industry together? IAAPA Expo 2025, happening in Orlando, Florida, from November 17th through 21st. From breakthrough technology to world-class networking and immersive education, IAAPA Expo 2025 is where you find possible. And, just for our audience, you'll save $10 when you register at IAAPA.org/IAAPAExpo and use promo code EXPOAPROSTEN. Don't miss it — we won't! Running a modern trampoline or adventure park isn't as simple as “put trampolines in a warehouse and open the doors” anymore. Operators juggle guest expectations, evolving tech stacks, labor realities, and the need to turn first-time visitors into loyal fans. In this conversation, Matt and Josh surface practical solutions with a live panel—Phillip Howell (Best American Trampolines), Greg Spittle (ROLLER), and Brandon Willey (Intelliplay)—covering design, data, kiosks vs. people, post-visit marketing, gamification, and AI. In this episode, Phillip, Greg, and Brandon share how the trampoline park model has matured and what tech-enabled moves will define the next five years. From Warehouses to Polished, Parent-Friendly Parks “We were going into warehouses… 10 to 15,000 square feet of actual trampolines… no party rooms, no decoration on the wall.” Early parks were bare-bones. Today, Phillip emphasizes warm, inviting environments: clean sightlines, framed netting, wrinkle-free pads, murals, and real seating and TVs for parents. The aesthetic isn't vanity - it sets the perceived cleanliness and quality bar the moment guests walk in. Match Online Promises with Onsite Reality “That upfront experience needs to match the experience when I walk through the door.” Brandon flags a common miss: aspirational websites and social feeds that don't reflect the actual facility. Greg adds that outdated online checkout flows lose guests before they arrive. Align visuals and copy with the real experience, and make the digital path to purchase smooth. Before–During–After: Design the Whole Journey “There's a bit of technology in every piece of that journey.” Before the visit: modern web and frictionless online booking. During the visit: clear wayfinding, staffed self-service kiosks (never kiosks alone), and trained team members who intercept stress and upsell thoughtfully. After the visit: structured follow-ups—survey, intercept negative feedback before it hits Google, and segmented re-engagement. Kiosks Need Humans “You can't just leave the kiosks out there and expect success.” Automation works best with people in the loop. The winning model pairs one well-trained team member with multiple kiosks to guide choices, protect the experience, and enable upsells… without leaving a 16-year-old “on an island.” Own the Post-Visit Moment (and the Data) “Trampoline parks have a massive advantage. You have mandatory waivers… it's marketing data.” Use waivers to power segmentation: birthday clubs (30–45 days out), membership offers, and interest-based campaigns. Greg notes birthday bookings often happen ~3 weeks in advance, so time your messages. Automate when possible, but always deliver genuine value in every send. Wearables & Gamification Drive Repeat Visits “After the bands were in place, repeat visitation went up to 78%.” Intelliplay's wristbands track activity, show session status (green to red), reduce PA “time's up” moments, and fuel leaderboards. With demographic data and in-park behavior, operators can create attraction-specific events (e.g., dodgeball nights) and reward systems that keep families coming back. Clean Lines = Clean Minds “You see a wrinkled pad and it looks dirty.” Optics shape reviews. Details like pad tension, framed netting, and tidy sightlines communicate safety and care, prevent “dirty” perceptions that damage ratings even when facilities are spotless. AI Now & Next: Practical, Not Hype “AI is still in its infancy… but options matter.” Today: load SOPs into a private assistant for staff training and guest FAQs; use AI for campaign ideation and drafting. Tomorrow: agentic AI will act on your data, building and running segmented campaigns, surfacing decisions from noise, and personalizing in-park and post-visit experiences. Humans stay central; AI reduces drudgery. Operator Priorities That Don't Change “What's driving my revenue, costs, and guest experience?” Greg's three pillars: Revenue engines (birthday parties remain foundational; memberships rising). Costs (especially labor forecasting by day/week/season). Guest experience (measure, intercept, and improve). Brandon adds: audit your attraction mix and secret shop your own venue regularly, end to end. The Park of the Near Future “Immersive, gamified, personalized.” Expect lighting tied to activity, unified scoring across attractions, persistent profiles, and app-based rewards that feel like arcade redemption—physical prizes today, digital skins tomorrow. Most of all: keep experimenting; iterate quickly, learn, and evolve. What tech or tactics have moved the needle most in your venue: kiosks, leaderboards, birthday automation, staff training tools, or something else? Share your ideas and questions in the YouTube comments or on social media. This podcast wouldn't be possible without the incredible work of our faaaaaantastic team: Scheduling and correspondence by Kristen Karaliunas To connect with AttractionPros: AttractionPros.com AttractionPros@gmail.com AttractionPros on Facebook AttractionPros on LinkedIn AttractionPros on Instagram AttractionPros on Twitter (X)
In this transformative episode of The Real Women Real Business Podcast, Shauna Lynn reframes procrastination not as a personal flaw but as a message from your subconscious. With relatable stories and practical insights, Shauna Lynn shares how to recognize when procrastination signals a skill gap, a need for processing time, or a mismatch with your true priorities.Listeners will gain powerful strategies to shift from frustration to clarity. From creating SOPs that simplify overwhelming tasks, to using energy-aware scheduling and the Pomodoro method, to setting up an “idea parking lot” that keeps shiny distractions from derailing your progress, Shauna Lynn delivers actionable tools that any entrepreneur can apply immediately. She also reveals how “productive procrastination” can fuel creativity and why tuning into these signals can help you grow as both a leader and a CEO.If you've ever wondered how to turn wasted time into your business's hidden advantage, this conversation will change the way you see your daily habits. Tune in, reflect on your own patterns, and share this episode with a friend who could use a fresh perspective on procrastination.Timestamps:(00:00) - (04:20) - Shauna Lynn Simon reframes procrastination as a subconscious message, not a character flaw(04:21) - (12:45) - Three types of procrastination signals and how to recognize their meaning(12:46) - (22:10) - Practical solutions like SOPs, audits, and batching to make tough tasks manageable(22:11) - (34:30) - Time management strategies including Pomodoro, the two-minute rule, and energy-aware scheduling(34:31) - (48:00) - Turning procrastination into productive pauses, red flags to watch for, and reclaiming lost revenueResources:Book Your FREE Coaching Assessment Call with Shauna Lynn: https://www.aboutshaunalynn.com/coachmeLearn more about the show: AboutShaunaLynn.com/podcastTake the accidental CEO assessment: https://www.aboutshaunalynn.com/ceoquiz
Hello and welcome to Episode 291 of the People Powered Business Podcast!In today's episode we are talking about using AI in your workplace, and how it can be valuable for you and your team, but where you may need to be cautious.The reality is your team is likely already using it, even if you haven't officially introduced it. And while it can be an amazing productivity tool (I love it myself for getting past blank pages, speeding up thinking, and yes - it's replaced Google for me!), it also raises real questions for business owners:How do we manage AI use at work?What are the risks and rewards?And what do we do when our team isn't on board?In this episode, I'm diving into what I'm seeing with clients around AI in the workplace, how to use it well, and what to do when team members resist or misuse it.What I'm seeing right now is team members using AI for internal comms (and business owners being surprised—or concerned), AI-written job applications, ads, and emails: how to spot them and decide what's acceptable and a growing concern from business owners around privacy and misuse.So how can you use AI well in your business and your team? Consider embedding AI into the tools you're already using (like Canva's Magic tools or Microsoft CoPilot). I love the use of custom GPTs or Chrome extensions to fast-track SOPs and admin.But what about when team members are resistant or reluctant to use AI? You really need to get down to what's causing the fear to implement and addressing it head on.What about you? How are you and your team using AI?An Invitation:If you'd like to connect with other businesses who are also juggling the challenges of teams, I'd love you to join us inside our free Facebook Group, The People Powered Community, so I can learn more about what's working for you and any challenges you might be having.Join Here.https://www.facebook.com/groups/hrsupportaustralia
Send us a textIf you are an Indian student dreaming of studying abroad, today's episode is going to be a game changer. Applying to universities in the US, UK, Europe, or Australia can feel overwhelming—endless research, exams, essays, recommendations, and deadlines. But here's the good news: you no longer need to fight this battle alone. Artificial Intelligence is no longer just for tech geeks; it has quietly become your secret weapon to plan, prepare, and polish your entire application journey.Connect With Kapeel Guptaor Click on the link: http://bit.ly/4jlql8s
In this episode of Organically Blunt, we sit down with @thegardenofkaya to explore how cannabis became more than a plant—it became a mirror for his soul. Raised in small-town Hartland, NB, Kaya fell in love with this plant at just ten years old. What started as a childhood fascination soon evolved into a full-blown obsession with both its recreational joys and its powerful medicinal benefits. Overcoming personal struggles—from near-fatal overdoses to breaking into a notoriously tough industry—his passion never wavered.Now a professional horticulturalist, co-editor at HighMoon Magazine, and founder of 506 Grow Broz, Kaya is on a mission to teach therapeutic horticulture and cannabis therapeutics to anyone who wants to learn. We dive deep into:* How cannabis sparked his broader love for gardening and self-discovery* The science and soul behind “plants as mirrors” in therapeutic horticulture* Building a horticultural consulting company from the ground up* Real-world crop-record workflows, greenhouse setups, and SOPs for both cannabis and kitchen-garden productionWhether you're a seasoned grower or just cannabis-curious, Kaya's story will inspire you to look beyond the bud and see the transformative power in every seed.
Killing the Golden Goose — Why Tinkering Hurts (and How to Stop)Ever “improved” your business and watched revenue dip? This episode is about the Tinker phase—when a little success gives you a little freedom…and you accidentally starve the golden goose that got you here. I unpack the three ways owners drag healthy businesses down:Fiddling for “better.” Endless tweaks to offers, pricing, scripts, and schedules without evidence. Fix: install a change discipline—a monthly change window, small A/B tests, a simple decision log, and a weekly dashboard (leads, show/close rate, ARPU, churn, CSAT).Neglect via distraction. A shiny side project steals your best hours while the core engine slows. Fix: a Minimum Care Plan—a daily Owner's Power Hour (one growth action before anything else), a crisp scorecard cadence, 10-minute SOPs for recurring tasks, and one Primary-in-Command with clear escalation thresholds.Blowing it up. Panic leads to firing staff, scrapping models, or rebranding from scratch. Fix: a 30–60–90 recovery—stabilize, repair what worked, then improve surgically (one test at a time).You'll leave with a practical cadence to keep speed, protect consistency, and grow without self-sabotage—plus three quick actions to run this week: schedule a monthly change window, add a daily Power Hour, and pick one metric to protect every Friday.Connect with Chris Cooper:Website - https://businessisgood.com/
Most contractors don't fail because of lack of skill — they fail because they can't stay consistent.In this episode, Derek Johnson and Tim Catroni break down why motivation fades, why discipline wins, and how building consistent habits in business, health, and life will separate you from the crowd.Whether it's making sales calls, sticking to your SOPs, or showing up when you don't feel like it — consistency is the key.⚒️ Inside this episode:Why motivation is fleeting and discipline is everythingHow boredom destroys good habitsReal-world examples of consistency in business and healthWhy your “why” matters more than you think=================================================☎️ Waiting until everything's perfect before you pull the trigger? That's why you're stuck. Perfection is the setup that keeps most contractors broke.
How to Build a Cash-Based PT Clinic You Can Actually SellDave Kittle and Tony Maritato (with Jimmy in transit) go deep on what really makes a physical therapy practice valuable—and sellable—without chaining the owner to a treatment table. They break down the core systems (SOPs, hiring pipelines, retention), whether paid ads beat organic, and the ethics of charging more for high-friction patients (“personality tax”). They also touch on selling white-label supplements, liability concerns, and what to do when online reviews go off the rails.You'll learn:Why stepping out of day-to-day treatment increases practice resale valueThe minimum viable playbook (SOPs) a buyer wants to seeHow to build a recruiting → onboarding → retention engine for cliniciansPaid ads vs. organic: capacity control vs. free lead flowBurnout's root cause (treating the wrong patients) and how to design around it“Personality tax” pricing ethics in cash models (and better alternatives)Supplements in clinic: revenue opportunity vs. risk & liabilityHandling defamatory reviews without lighting yourself on firePT Breakfast Club 9/23
How do you lead a volunteer-run organization into its next phase of growth without losing its identity and heart? And how can associations support members who are often behind the scenes but shape what the world sees?In this episode of Associations Thrive, host Joanna Pineda celebrates Hispanic Heritage Month with returning guest Josie Hernandez, Executive Director of Casting Society (CSA) and President of Association Latinos. Josie discusses:How Casting Society represents global casting professionals working in film, TV, theater, reality, commercials, and new media.The Society's advocacy that led to a new Academy Award category for casting, debuting at the 2026 Oscars, a monumental achievement for the profession.How Josie led CSA's transition from a volunteer-run structure to professional management through her firm, Bostrom.The business processes, governance practices, and SOPs that helped Casting Society grow revenue, membership, and influence.How CSA supports its diverse membership through its Training and Education Program , delivered by Casting Society Cares, which helps casting assistants advance their careers.The unique Artios Awards, held simultaneously in three cities, Los Angeles, New York, and London, to honor excellence in casting across media.Association Latinos' signature event, Conexiones, a one-day summit designed around cultural leadership and lived experience, taking place October 10 in Chicago.How Association Latinos has grown organically, yet intentionally, with a volunteer base that now helps lead programming and strategy.References:CSA WebsiteArtios Awards EventsAssociation Latinos WebsiteConexiones EventJosie Hernandez on episode 59 of Associations Thrive about Association LatinosJosie Hernandez on episode 109 of Associations Thrive on the Workforce Trends Survey
In this episode of Owned and Operated, John Wilson is joined by Jack Carr (Jackquisitions) to break down the 4 steps to train your sales team and raise revenue fast.From building a repeatable process to setting metrics, John and Jack share how to treat sales like an order of operations—diagnosing problems step by step so your team can fix weaknesses and improve call over call. They discuss why consistency beats ad-hoc training, how to gamify scoreboards so techs know exactly where they stand, and why “inspect what you expect” is the ultimate accountability layer.John shares how his $30M HVAC, plumbing & electric company used sales training to drive 50% year-over-year growth, while Jack explains how bringing on a salesperson as his third hire fueled 100% growth three years in a row.Together, they unpack:Step 1 – Have a process: Scripts, SOPs, and the scientific method of diagnosing sales gapsStep 2 – Be consistent: Regular training, skills practice, peer feedback, and role playStep 3 – Install metrics: Scoreboards, targets, gamification, and making numbers visible dailyStep 4 – Inspect what you expect: Ride-alongs, monitoring calls, coaching, and accountability loops
In this episode of the Virtual GM Podcast, Cody & Meagan tackle one of the least glamorous—but most powerful—tools in hospitality: Standard Operating Procedures (SOPs). SOPs may not sound exciting, but they are the backbone of consistency, efficiency, and guest satisfaction.We break it all down:Segment 1: Why SOPs Matter for Small HotelsSegment 2: Where to StartSegment 3: Creating SOPs QuicklySegment 4: Getting Staff Buy-InSegment 5: Avoiding SOP OverloadWhether you're running a boutique hotel, short-term rental, or managing multiple properties, this episode gives you practical, actionable strategies to streamline your business and save hours every week. Follow us on Instagram - @thevibrantteam@virtualgmpodcastCheckout our website - www.thevibrantteam.com
In this episode, we talk with two authors who have papers featured in the special issue of the Journal of Genetic Counseling on Research Methods in Genetic Counseling. In the first segment we explore implementation science and its utilization in bridging the gap between research and clinical practice. In our second segment, we talk to an author about retrospective chart reviews and the benefits and drawbacks of this methodology. Segment 1: A guide to utilizing implementation science for genetic counseling Alanna Kulchak Rahm is a certified genetic counselor and implementation scientist with a PhD in Health and Behavioral Science. She has spent her career specializing in the implementation of genomics and precision health in healthcare systems. For over 25 years, she has conducted research on the utilization of genetic information by individuals and healthcare systems, new paradigms for identifying individuals with genomic risk, and new service delivery models for genomic testing. She has been a driver for the integration of implementation science and patient engagement to understand and study the integration of genomics into the learning health system, and is a tireless advocate of implementation science in genetic counseling. She has participated in and led many workshops and trainings on implementation science in genetics, serving as a faculty mentor for the NIH Training in Dissemination and Implementation Research in Cancer (TIDIRC) and recently as a co-lead of the Training in Dissemination and Implementation Research in Genomics and Precision Public Health (TIDIR-GPPH). She is currently a Program Director in the Division of Genomic Medicine at the National Human Genome Institute (NHGRI) where she directs the Network of Genomics-Enabled Learning Health Systems and other programs and continues to advance the integration of implementation science and genomics. In this segment we discuss: Implementation science (IS) as a bridge between research and clinical practice in genetic counseling Misconceptions about IS, key frameworks like RE-AIM, and practical applications in daily work Using IS to identify and reduce inequities in genomic medicine Future integration of IS into training, research, and professional practice Link to the 2025 annual conference on dissemination and implementation Segment 2: Leveraging hindsight: A retrospective chart review how-to for genetic counselors Dr. Ramsey is the Section Chief of Individualized Therapeutics in the Division of Clinical Pharmacology, Toxicology and Therapeutic Innovation at Children's Mercy. She is leading the implementation of a pharmacogenomics program that is fully integrated with the electronic health record, developing model-informed decision support for several medications, and Co-director of their Pediatric Clinical Pharmacology Fellowship Program. Before joining Children's Mercy, Dr. Ramsey was an Associate Professor and co-director of the Genetic Pharmacology Service at Cincinnati Children's Hospital. She completed her postdoctoral fellowship in Pharmacogenetics at St. Jude Children's Research Hospital and received her PhD in Molecular, Cellular, Developmental Biology and Genetics from the University of Minnesota – Twin Cities. Dr. Ramsey is interested in all aspects of pharmacogenetics, from basic research to implementation in patient care. In this segment we discuss: The role of retrospective chart reviews in genetic counseling research Common pitfalls such as unclear aims, time demands, and data extraction challenges Strategies for success, including SOPs, REDCap, and multidisciplinary collaboration Lessons learned on refining criteria, ensuring data quality, and team engagement Would you like to nominate a JoGC article to be featured in the show? If so, please fill out this nomination submission form here. Multiple entries are encouraged including articles where you, your colleagues, or your friends are authors. Stay tuned for the next new episode of DNA Dialogues! In the meantime, listen to all our episodes Apple Podcasts, Spotify, streaming on the website, or any other podcast player by searching, “DNA Dialogues”. For more information about this episode visit dnadialogues.podbean.com, where you can also stream all episodes of the show. Check out the Journal of Genetic Counseling here for articles featured in this episode and others. Any questions, episode ideas, guest pitches, or comments can be sent into DNADialoguesPodcast@gmail.com. DNA Dialogues' team includes Jehannine Austin, Naomi Wagner, Khalida Liaquat, Kate Wilson and DNA Today's Kira Dineen. Our logo was designed by Ashlyn Enokian. Our current intern is Stephanie Schofield.
Watch all our Podcasts on YouTube ?? How Dog Walking Business Coaching Can Save You Years and Thousands of Dollars in Your Business (Actual Examples Included) Feeling stuck in your dog walking business? You're not alone, and this episode is your permission slip to finally move forward. I'm pulling back the curtain on what actually happens inside my business coaching intensives, specifically tailored for pet industry pros like you. In just six sessions, we tackle everything from hiring systems and scaling strategy to rewriting your website and crafting SOPs. These aren't cookie-cutter sessions. They're custom, one-on-one, done-with-you experiences that help you cut through the noise, finally take action, and build a dog walking business that grows with you. If you've been spinning in circles trying to scale, hire, or rebrand, this episode will show you exactly what's possible through powerful, high-impact coaching. In This Episode, You'll Discover… How dog walking business coaching intensives deliver massive clarity fast Why mindset—not just mechanics—is your biggest growth block Real client examples: from building websites to fixing broken hiring systems How to turn SOPs and phone scripts into scalable systems What makes these coaching intensives different from DIY courses or masterminds Timestamps: 00:00 – Why everyone's asking about coaching intensives lately 03:35 – Website paralysis? Here's how we write your copy together 06:15 – Starting your biz from scratch? Don't go it alone 10:00 – The mindset (not mechanics) that holds you back 13:00 – Fixing hiring systems that are… well, poop 16:10 – Building SOPs, phone scripts, and training with AI support Notable Quotes: "Dog walking business coaching isn't just about tactics—it's about transformation." "You don't need more how-to. You need mindset, clarity, and structure." "Energy is contagious. If you're stuck, get in the room with someone who can shift it." Resources & Links: Want to see if we're a good fit for a Coaching Intensive? Book a complimentary 20-minute call with me: jumpconsulting.net/20 Website Examples: peppyspets.com pawsaroundmotown.com animaladmiration.com JazzHR (hiring software): jazzhr.com Transcript: Welcome back to another episode of Bella in Your Business. Today, we're going to be talking about something that happens a lot behind the scenes, and I've been asked this question a lot because my schedule's literally getting eaten up right now. I don't know if it's the fall is in the air, or what. But so many of you have been inquiring about these intensives. Intensives is just another name for coaching, and I really want you to hear what actually happens in them. Not even as a way of… I'm not promoting them. I'm letting your brain expand onto how you can actually move forward in your business in just 6 sessions. Seriously. I'm gonna tell you the story of a couple of my clients and what we're actually working on, because the things that we're doing, I talk about them on my Instagram stories sometimes, but I don't actually go into detail, and today I want to go into detail, because I guarantee that you will see yourself in one of these scenarios, okay? But first, before we get started, I humbly ask you if you could like and subscribe to the podcast. And even leave a review. That would mean the world to us, as, you know, I've been doing this for you guys since 2014! Non-stop. Maybe the pace is adjusted, the pace is recently adjusted. Last week, we featured 3 episodes that had all to do with finances, so saving money on taxes, how to figure out your profit, and a couple other things. It was absolutely awesome. And so we're going to keep doing that. If there's a topic you want to hear about, feel free to email me, bella@jumpconsulting.net, and I'd be happy to feature that as one of our round-offs that we have, okay? So, let's get going.
This week's episode of Win The Hour, Win The Day Podcast interviews, Chris Pagayon. Are you frustrated with SOPs that never seem to work? Join us as Chris Pagayon shares her story of moving from outdated corporate SOPs to clear, simple systems that actually make work easier. In this eye-opening talk, you'll learn:-Why SOPs fail and cause more stress than support.-How outdated systems waste time and hurt morale.-The simple shift to Super Toolkits that saves energy and brainpower.-Why leadership and trust matter more than long manuals.-How VAs can grow careers instead of feeling disposable. Get ready for fresh insight and real solutions you can use right away. Don't miss this powerful episode that shows you a better way to run your business. Win The Hour, Win The Day! www.winthehourwintheday.com Podcast: Win The Hour, Win The Day Podcast Facebook: https://www.facebook.com/winthehourwintheday/LinkedIn: https://www.linkedin.com/company/win-the-hour-win-the-day-podcast #KrisWard#WhySOPsFail#VirtualAssistantLeadership
This week, Kory and LeRoy sit down with industry veteran Kevin Salters and financial expert Joey Coberly from Lawn Care Launch to tackle the biggest mistakes new lawn care and landscaping business owners make — and how to avoid them. Kevin shares his journey from running a $6M commercial maintenance company to coaching small operators, while Joey brings a financial lens to help owners understand their numbers and build businesses that don't just generate revenue but actually create profit. Together, they break down common traps like underpricing, overleveraging debt, and failing to track key metrics like gross margin and revenue per man hour. They dive into why culture starts with the owner, why communication with your spouse and team is critical, and how to build systems and SOPs that let you step back and scale. If you're starting or growing your green industry business, this episode is packed with real-world advice on pricing, financial management, leadership, and building a company that works for you — not the other way around. Free Trial and 20% off Jobber for 6 months: go.getjobber.com/ballardinc Need a website? Use the code GreenGrind to get your first month for $1. https://www.greenfrogwebdesign.com/koryballard
On Healthy Mind, Healthy Life, host Avik Chakraborty sits down with Dr. Shanea Clancy—international speaker, forensic nurse, business strategist, and #1 international bestselling author—to break down what it really takes to shift from a fixed mindset to a fearless, outcomes-driven culture. This direct, practical conversation covers limiting beliefs, imposter syndrome, burnout signals at the top, people-first leadership, measurable ROI from mindset work (retention, productivity, onboarding costs), and how to turn trauma into transformation without the fluff. If you lead a team—or you're rebuilding your own resilience—this episode gives you clear steps to diagnose hidden costs, reset boundaries, and build momentum that compounds across life and work. About the guest : Dr. Shanea Clancy has addressed audiences of 65,000+, consulted for Fortune 500 companies, and shared stages with leaders like Jack Canfield and Jamie Kern Lima. Her approach integrates executive coaching, organizational consulting, and lived experience—translating mindset into concrete performance indicators across quality, safety, and culture. Key takeaways : Fixed mindset shows up as limits: persistent limiting beliefs, imposter syndrome, and unwillingness to consider other viewpoints—stalling innovation and trust. People > paperwork: SOPs and dashboards matter, but people systems determine performance. Neglect them and you pay in disengagement, sick days, and higher premiums. Hidden costs are measurable: watch AES scores, behavior-response metrics, retention, onboarding costs, and absenteeism to quantify culture gaps and ROI of leadership work. Burnout is silent and fast: leaders who try to “do it all” erode decision quality. Proactive boundary-setting, delegation, and recovery rituals reduce risk. Trauma → transformation is a process: anchor to purpose, tolerate uncertainty, and make micro-shifts; the goal is progress with fear—not the absence of it. Mindset isn't fluff: when leaders model clarity and recognition, teams align to goals, productivity rises, and attrition falls—strategy + mindset is the multiplier. Practical moves this week: run a quick people-health audit (listening cadence, recognition, recovery time), define top 3 KPIs per role, and set one non-negotiable boundary. Connect with the guest Connect with the Guest:Website: Dr. Shanea Clancy's WebsiteInstagram: https://www.instagram.com/shaneaclancyLinkedIn:https://www.linkedin.com/in/shanea-clancyAlso follow @clancyconsulting on social media. Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch DM Me Here:https://www.podmatch.com/hostdetailpreview/avik Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer. Healthy Mind By Avik™️ is a global platform redefining mental health as a necessity, not a luxury. Born during the pandemic, it's become a sanctuary for healing, growth, and mindful living. Hosted by Avik Chakraborty—storyteller, survivor, wellness advocate—this channel shares powerful podcasts and soul-nurturing conversations on:• Mental Health & Emotional Well-being• Mindfulness & Spiritual Growth• Holistic Healing & Conscious Living• Trauma Recovery & Self-Empowerment With over 4,400+ episodes and 168.4K+ global listeners, join us as we unite voices, break stigma, and build a world where every story matters.Subscribe and be part of this healing journey. ContactBrand: Healthy Mind By Avik™Email: join@healthymindbyavik.com | podcast@healthymindbyavik.comWebsite: www.healthymindbyavik.comBased in: India & USA Open to collaborations, guest appearances, coaching, and strategic partnerships. Let's connect to create a ripple effect of positivity. 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Designer-turned-entrepreneur Phil Franks (Nucleus Creative; Owl & Key) joins Rodric to unpack what he learned building for brands like Hilton, Panda Express, and Victoria's Secret—and why the real unlock in any business is people, process, and presence. Phil shares how becoming a dad pushed him to leave agency life, the SOP mindset he now “lives and dies by,” and why modular construction has him excited to build tighter, faster, and smarter. They trade notes on coaching, niche focus, CAC-thinking for builders, and the difference between hiring as an expense vs. an investment. If you're stuck doing $600/hour tasks for $0/hour outcomes, this one is a breath of fresh air—and a nudge to get out of your own way.Timestamps & Topics00:00 – 02:15 Meet Phil: agency roots, early web, learning under the hood of big brands.03:05 – 07:30 Fatherhood reframe → leaving the agency; building a family “office” with two companies.09:04 – 12:30 What big brands taught him: SOPs, repeatability, and “people architecture.”13:50 – 16:00 Rodric's $600/hr test and the shift from building houses to building people.18:22 – 21:10 Why modular/panelized is compelling; finding the right GC to protect margin.21:46 – 24:25 Listener Q: “What are you chasing?” Phil on alignment through seasons.25:05 – 29:50 Coaching, circles, and picking clients (and when to walk away).30:57 – 37:45 Ground zero → $65k MRR: brand, offers, and niche clarity for builders.36:47 – 40:40 Niche > noise; using CAC to think like a modern builder.HighlightsSOPs aren't paperwork—they're profit protection and peace of mind.Build “people architecture” before you scale product or projects.Delegate anything below your target hourly value; stay in your $600/hr lane.Modular/panelized can compress timelines—if your on-site team truly understands the system.Niche wins: speak to one bleeding-neck problem for one person.Think CAC, not “free referrals”—paying great partners can be your best deal flow.Pull Quotes“Things have to flow. People have to know how they work, and they have to be repeatable.” —Phil“You've got to go from building houses to building people.” —Rodric“Niche feels counterintuitive—until it works.” —Phil & Rodric“What are you chasing? For me, it's alignment in this season.” —PhilGuestPhil Franks — Co-founder, Nucleus Creative (brand/digital) & Owl & Key (leadership & life design). Find him at nucleuscreative.co and owlandkey.co.Links/Resources
I sat down with Lukas N. P. Egger, VP of Product Strategy and Innovation at SAP Signavio, to explore how storytelling derisks significant transformation and AI programs. We begin with his path from Austrian startup life to leading innovation within a global enterprise, and why early “peacocking” demos are only the first step. Lukas demonstrates how he and his team transform messy narratives and SOPs into usable process models, then utilize Signavio's Transformation Advisor to connect business pain points to the first processes worth addressing. What struck me most is his take on strategy as a story. He explains how the correct narrative makes the unfamiliar feel familiar, helping teams bridge silos, align incentives, and transition from feature checklists to real outcomes. I share my approach to co-creating a shared future with stakeholders before pitching any solution, and Lukas adds a candid look at why some high-ROI pilots still fail when they threaten power structures. We discuss reframing, empathy, and the mindset shift innovators need to achieve lasting impact. Lukas also raises a timely warning about AI systems that can build emotional rapport at the marginal cost of electricity, and why our incentive structures need an upgrade if we want technology to serve people, not the other way around. If you have a high-stakes AI initiative on your desk and you need a story that lowers the cost of failure, this conversation will give you practical ways to start, align, and deliver.
In this episode, we continue our series with Dina Belon, President of Staypineapple, in a conversation hosted by our guest experience correspondent, Danica Smith. Building on yesterday's discussion about empowerment, Dina shares the practical ways Staypineapple frees its teams to focus on people.You'll hear how they eliminate SOPs and scripts, centralize administrative work to keep managers out on the floor teaching their teams, and use intuitive technology that supports rather than hinders human connection. Dina also explains why authenticity matters more than uniforms or rigid rules -- and how creating this environment helps their people thrive.See our previous episodes with Dina:How Staypineapple Enables Every Employee to Surprise and Delight - Dina Belon, StaypineappleOur Vision: Hospitality Can Be More - Dina Belon, Staypineapple Hotels"Best Employer": The Secrets Behind Our Winning Strategy for People-First Culture - Dina Belon & Mike Hirschler, Staypineapple Hotels3 Stories, 1 Mission: Our Journeys to Hospitality Leadership - Dina Belon, Mike Hirschler & Casey Barks, Staypineapple HotelsAI & Hotel Tech Bets For Our People-First Approach - Dina Belon, Staypineapple Hotels A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands
In this episode of SaaS Fuel, host Jeff Mains welcomes Jonathan Mast, a pioneering AI educator, digital strategist, and founder of one of the fastest-growing AI-focused online communities. Together, they unpack how artificial intelligence is revolutionizing productivity, streamlining operations, and empowering both leaders and teams across SaaS and B2B businesses. The conversation focuses on AI as an amplification tool—making experienced people even more valuable—and delivers practical, no-hype insights for founders seeking scalable efficiency. Jonathan delves into the real-world ways AI can give companies a competitive edge, from customer support and sales enablement to operations and hiring.Key Takeaways[00:00:00] AI as The Ultimate Assistant:Good salespeople are now augmented by AI tools, making information and CRM capabilities accessible anywhere—speeding response, shortening sales cycles, and enabling closing deals faster.[00:11:17] AI Amplifies Experience:AI doesn't replace people; it increases their productivity and ability to deliver value, allowing businesses to do more with the same (or fewer) staff while opening new growth opportunities.[00:17:08] Tool-Agnostic Approach:Success with AI isn't about picking the perfect tool—ChatGPT, Gemini, Copilot, or others all provide value. It's about using what you have to get reliable results right now.[00:18:52] Quick Wins > Transformation:Start by identifying monotonous, “red light” tasks for AI to tackle. Small time savings (e.g., drafting SOPs, professional emails) quickly add up, freeing leaders to work ON the business.[00:35:15] Personalization in Sales and Marketing:AI empowers personalized targeting and messaging at scale, making sales reps more effective and enabling much faster sales cycles.[00:38:01] Sentiment Analysis for Better Support:AI-driven sentiment analysis delivers consistent, objective insights into customer emotions—improving CSAT, retention, and allowing automation of key support processes.Tweetable Quotes"AI doesn't replace experience—it amplifies it. The more seasoned your team, the more powerful the results." — Jonathan Mast"Stop looking for the perfect AI tool. Use what you have—what matters is the value it delivers today." — Jonathan Mastt"Start by giving AI your most dreaded, repetitive tasks. Those 5-10 minute wins stack up faster than you think." — Jonathan Mast"AI empowers us to deliver more value, make more money, and save time—all at once." — Jonathan Mast"Personalization at scale is now possible. AI lets sales and marketing speak to one, not thousands." — Jonathan Mast"To scale efficiently, don't try to plan every step. Let quick wins with AI reveal new opportunities and excitement." — Jonathan MastSaaS Leadership LessonsAdopt AI as a Collaborative Partner:View AI as an “amplifier” that helps you and your team excel, rather than as a replacement.Start Simple—Avoid Overwhelm:Focus AI integration on repetitive, low-value “red tasks” before tackling complex automation.Prioritize Speed of Implementation:Rapid execution using AI enables compounding results—don't wait for perfection to start.Empower Teams Over Replace Them:AI frees people from busywork, unlocking time for strategic, high-impact initiatives.Stay Practical, Not Hype-Driven:Ignore the constant flood of AI news and focus on proven tools and tactics for your business...
Admin & Tech isn't flashy like enrollment or emotional like staff culture—but it's one of the biggest hidden profit drains in schools. In this finale of the Money Leaks series, Chanie breaks down how underutilized software, paper-based SOPs, missing automations, and messy file systems quietly torch your time capacity and cash. You'll get a simple, CEO-level playbook to audit your tech stack, automate the right tasks, assign platform “champions,” and build rhythms that stop dependency and start true scalability.
In this episode, we welcome back Dina Belon, President of Staypineapple, for a conversation with our guest experience correspondent, Danica Smith. Dina shares how Staypineapple empowers every team member to bring their full, authentic selves to work -- and how that translates into deeply personal guest experiences. From interviewing every employee to capture their passions, to connecting those passions with guest stories, Dina shows why empowerment, not SOPs, is the foundation of their culture.See our previous episodes with Dina:Our Vision: Hospitality Can Be More - Dina Belon, Staypineapple Hotels"Best Employer": The Secrets Behind Our Winning Strategy for People-First Culture - Dina Belon & Mike Hirschler, Staypineapple Hotels3 Stories, 1 Mission: Our Journeys to Hospitality Leadership - Dina Belon, Mike Hirschler & Casey Barks, Staypineapple HotelsAI & Hotel Tech Bets For Our People-First Approach - Dina Belon, Staypineapple Hotels A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands
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 Is hiring one of the biggest challenges you've faced when it comes to running your agency? How do you sift through hundreds of applications when most don't even read the job description? Today's featured guest opens up about the realities of building a team, the role that gave him his time back, and why finding the right people, not unicorns, but the right fits can make or break an agency's growth. Dan Salganik is the managing partner and CEO of Visual Fizz, a Chicago-based digital full-service marketing agency. He spent years working at agencies of every size and learning of the many flaws in their operations: bloated overhead, work designed more to win awards than to serve clients, and inefficiencies everywhere. Instead of sticking it out, he decided to try something different. With the help of a co-founder he met online, he turned his freelance gig into an actual business. Within nine days of their first conversation, they had their first paying client. Once they were at three clients, they decided it was time to make it official and started Visual Fizz. In this episode, we'll discuss: The digital nomad myth. Hiring as the biggest challenge for agency success. The unicorn problem. Why the big guys should be worried. 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. Inspired to Create Something Better After Working With The Big Guys Dan's path into agency life started straight out of college, working at agencies as a project manager. He saw how the big guys worked and was frustrated by the waste. Expensive office space downtown, teams focused on portfolio-building instead of client results, and layers of inefficiency that didn't make sense to him. After a layoff, he started contracting and freelancing. After a while, he figured if he was already selling his time, why not build a team and sell more than just his own hours? Partnering with a co-founder who brought SEO and paid search chops, he launched Visual Fizz for just $50 and a “crappy logo.” The Digital Nomad Myth At first, Dan thought the digital nomad lifestyle was going to be the dream. He traveled through Asia, working out of hostels, hopping on 2 a.m. client calls from rooftop hotels, and running projects with a global team scattered across South Africa, Kuwait, and the U.S. It sounded cool on paper—but the reality was brutal. Trying to serve U.S. clients while living 12 hours ahead was a recipe for burnout. As he put it, “If you're traveling to Southeast Asia and trying to hit U.S. hours, you're in for a rude awakening.” Over time, he realized international travel had to shift into more realistic time zones if he wanted to scale the agency. From Scrappy Start to Scaling Smart Visual Fizz didn't take off by accident. From the beginning, Dan and his co-founder knew they wanted more than just a freelancing partnership. She had the technical expertise, he had the business and sales skills, and together they leaned into that divide. Their first clients came on at around $2,500/month retainers, which felt big at the time. But what really set them apart was their willingness to sell the agency model—not just themselves as individual contractors. Dan admits the early days were DIY to the extreme. He designed the first website, created the brand, and hustled every step of the way. But over time, they shifted from being “just two freelancers” into a legit business with structure, processes, and a growing client roster. Why Hiring is Always the Hardest Part Dan didn't hesitate when asked about the hardest part of running an agency: hiring. In a business where you're selling knowledge and time, having the right people is everything. And finding those people can be tough, especially for smaller agencies. Posting a single job ad often results in 700 to 1,500 applications—most of which are noise. Dan prefers entrepreneurial-minded hires over candidates with perfect credentials. He values people who can adapt, who want to learn, and who bring a cultural fit to the table. That's how he's built a team that can handle change in an industry that shifts constantly. Like most founders, Dan has had terrible interview experiences with candidates who applied mindlessly as soon as they saw an opening and didn't bother to read anything about the profile required. People were showing up to interviews while in their card eating, not even knowing the company's name, and clearly not having the skills required. If you've ever found yourself in this position, overwhelmed by resumes and constantly interviewing the wrong people, bury a hidden instruction in your job post, like requiring a candidate to send a video with a specific subject line to a private email. The people who follow directions prove they're serious. The rest self-select out, saving you hours of wasted interviews Tired of the fancy resumes and disastrous interviews, Dan has turned to his contractors. He's hired people who had contracted with the agency for years, which of course had the advantage of already understanding their capabilities and knowing they were up to the task. Furthermore, Dan considers himself to be very fiscally conservative when it comes to hiring, so he prefers working with the person until he feels he can comfortably hire them to be a full time team member. The Hire That Changed Everything For Dan, the biggest game-changer was bringing in a project manager who grew into a project lead. Having someone who could take ownership of processes, build out SOPs, and even tell him to log off at 6 p.m. gave him the space to focus on the bigger picture, strategy, branding, and biz dev. The right project manager isn't just checking boxes. They protect your time. They let you walk into client conversations clear-headed instead of stressed about whether a deliverable is behind. When they can run the team and operations, you can finally do the job of a CEO: winning new business and setting the direction of the agency. Stop Chasing Unicorn Hires What's the next hire on Dan's list? A hybrid between a campaign strategist and a creative marketing manager. Someone who can think strategically, get hands-on with campaigns, and still spot when an SEO report doesn't make sense to a client. Sounds great but also sounds like a unicorn. As most agency owners eventually learn: unicorn hires exist, but you can't build a hiring strategy around finding them. Instead, hire clearly defined roles—project managers who love execution, account managers who thrive on client leadership. When you stumble across someone who can flex across lanes, great. But don't make that the expectation. How to Train Your Team to Sell Naturally Dan's agency doesn't run with a traditional account manager structure. Their PMs double as client leads, which means Dan had to find a way to make sales training part of the culture without turning his team into pushy salespeople. The secret to this training is storytelling. Instead of saying, “Hey, we can upsell you,” his team learns to connect client comments with relevant success stories. If a client mentions running a content audit, a PM can naturally suggest looping in the SEO lead, not because they're chasing revenue but because they know it will help the client. Over time, this approach builds trust and positions the agency as a partner, not just a vendor. Positioning in a Shifting Market Dan has seen client expectations are moving “down a notch” lately. Big brands that once chased Ogilvy or Leo Burnett are now hunting for mid-sized partners. Those mid-sized companies are shifting to smaller shops. And boutique agencies like Visual Fizz are landing $100–500 million clients who want to be a top priority instead of client number 142 on a massive roster. It's the boutique hotel effect. Clients don't always want the 3,000-room resort. Sometimes they want the place where the staff knows their name, treats them like the biggest deal in the building, and still delivers world-class service. For smaller agencies, that's a huge opportunity to win the types of clients that used to feel out of reach. Why Lean Agencies Have the Edge The future isn't kind to bloated agencies. What used to take 100 people a few years ago could now be done with 40—or even 15. Large firms with huge overhead and outdated models will struggle unless they pivot, merge, or find a vertical niche. Meanwhile, smaller and mid-sized agencies that can move fast, price smart, and deliver with a lean team are better positioned than ever. As Dan put it, even Fortune 500 companies are asking, “Why should I pay $50k a month for SEO when I can get the same expertise at $8k?” 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.
In this behind-the-scenes episode, Monica opens her playbook to share the real-time strategies she's using to grow her small business team—after going three years without hiring, she is jumping back in the saddle. From mindset shifts to practical hiring steps, this episode is packed with hard-earned wisdom on what it really takes to bring the right people on board. Whether you're hiring your first employee or rebuilding after a tough season, Monica gives you the raw truth on what works, what doesn't, and why hiring is so much more than filling a role. It could be the pathway to level up your business. Episode Quote: Hire character. Train skill. ~ Peter SchutzWhat you will learn in this episode:How to shift from a “do-it-all” mindset to a leadership mentalityHow to use job platforms like Indeed effectively without breaking the bankHow to structure a hiring process that finds culture-fit, not just skillsetHow to conduct work interviews that benefit both you and the candidateHow to use SOPs to simplify and strengthen your trainingHow to avoid the common trap of rushing a hire under pressureEpisode Sponsor - Zeus' Closet Helpful Entrepreneurial Resources from Become Your Own BossJoin the Become Your Own Boss CommunityMonica FREE ebookGet your Become Your Own Boss PlannerWays to reach Monica:Instagram: @becomeyourownbosspodcastEmail: monica@monicaallen.com
Two first-time owners. Day-one chaos. Hockey-stick growth. In this episode, Mike and Matt break down exactly what happened after taking over a 30-year business: the awkward start as younger owners, the 60-day clean-up, the months of “flat” growth, and the breakthrough that took them from ~$100K/month to nearly $500K/month - FAST. We talk real tactics: digging into CRM data, testing multiple growth plays (including failures), finding the winning revenue vein, and building a team with in-person hires + VAs, SOPs, and rapid training. You'll also hear how weekly accountability calls with a fractional CFO changed the game—moving from “do more sales” to celebrating results. What you'll learn - The first 60–90 days after buying a business: what to fix before you try to scale - How to mine your CRM for patterns, pricing power, and hidden revenue - Why persistence beats “perfect strategy” (and how to know when to pivot) - Building a lean hiring + training machine (from 6 to 22+ employees) - The power of a sales scoreboard and weekly financial transparency - Structuring win-win equity so everyone is hungry for growth Who this is for - Operators buying their first business (or considering it) - Owners stuck at a plateau and ready to push for real scale - Leaders who want systems, accountability, and team capacity—fast
On this episode of the Jered Williams Show, the hosts discuss strategies for effectively leading and managing a team. They emphasize the importance of setting aside dedicated "thinking time" to address problems and plan for the future. They also caution against common leadership pitfalls like making bad assumptions, ignoring reality, and letting emotions drive decisions. The hosts advocate for building clear systems, SOPs, and checklists to reduce errors and empower employees. Additionally, they stress the significance of aligning company culture and incentives with the overall business objectives. Ultimately, the discussion underscores the need for simplicity, clarity, and accountability when it comes to managing a growing team and organization.
Send Rita a text with your thoughts!Save your spot for Prep for Wave Week :) https://programs.steeryourmarketing.com/prep-for-wave-weekGet access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 You're running a business, not a hobby, and it's time your operations reflect that mindset. I'm bringing back my conversation with Courtnie Nichols, the SOP queen who's built a travel empire using systems that actually work.We're talking everything from AI-enhanced standard operating procedures to tech stacks that talk to each other through Zapier integrations. She breaks down exactly how she uses tools like Asana, Honeybook, and VacationCRM to create repeatable processes that let her team run the business while she focuses on growth. Whether you're drowning in manual tasks or ready to scale beyond being a solopreneur, Courtnie spills all her operational secrets including how to audit your workflow, when to hire team members, and why quarterly SOP reviews are non-negotiable for sustainable growth. Check out The Biz Huddle: https://www.thebizhuddle.com/Questions this episode answers:How do you create standard operating procedures (SOPs) for your travel business?What tech tools should travel advisors use to automate their business operations?Should you hire independent contractors or W-2 employees for your travel business?What's the difference between Honeybook and travel-specific CRMs like Vacation CRM?How do you use Zapier to connect different business tools and software?What project management tools work best for travel agency operations?What should you document first when creating business systems?How do you train team members using SOPs and video tutorials?Why don't travel industry tools integrate well with other business software?How do you conduct post-trip reviews to improve your processes?What's the best way to organize and store your business documentation?How can travel advisors scale their business without working more hoursWhat operational mistakes do new travel entrepreneurs make?How do you create workflows that work for both individual and group travel bookings?When is it time to invest in paid versions of business management tools?How do you build systems that allow your business to run without you?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com
In This Episode Many entrepreneurs dream of selling their companies, but what happens after the exit? In this episode of Systems Simplified, host Adi Klevit interviews Alane Boyd about her journey of building and selling SaaS businesses and how rediscovering her love for processes and automation helped her find new purpose. Alane shares the emotional toll of selling a company, including isolation and depression, and how she rebuilt by focusing on what she enjoyed most: systematizing operations. She and Adi explore why documenting workflows is the non-negotiable foundation for scaling, how SOPs create company value, and how automation paired with human validation can drastically reduce wasted time. From client onboarding to AI-powered proposals, they discuss how the right balance of processes and innovation creates efficiency, freedom, and growth.
I was recently featured in Alex Hormozi's $100M Money Models as a case study—and in this video, I'm breaking down the exact playbooks we used to scale Well-Oiled from a $5M company to a $15M company (and beyond). Here's the thing: playbooks aren't just for massive corporations. If you're a small business owner and you don't have them in place, you're leaving money on the table and creating chaos for yourself and your team. I'll walk you through: The difference between SOPs, systems, and playbooks (and why most people confuse them) How we shifted from “this is how I do it” to “this is how we do it” as a company The 3 sales playbooks that skyrocketed our close rate from 27% to nearly 50% Why playbooks aren't just documents—they're the key to buying back your time, reducing turnover, and scaling without bottlenecks I've been running businesses for 20+ years, and I can tell you: without playbooks, you will hit a ceiling fast. With them, you get consistency, freedom, and growth.
Ever wonder which tools and services you actually need as a solopreneur, and which ones are just shiny distractions? In this episode of The Aspiring Solopreneur, Carly and Joe revisit one of the most debated sections of their book, Solopreneur Business For Dummies: setting up your company's tools and services. From creating rock-solid SOPs to knowing when to outsource, to avoiding the dreaded “tool overload,” they break down how to make smarter choices that actually save you time. Plus, they share how AI can help today (and where it still falls short). If you've ever felt stuck between doing it all yourself, hiring help, or buying yet another app, you won't want to miss this conversation.Three Episode TakeawaysShould I outsource tasks as a solopreneur or keep doing everything myself? You don't need employees to be a solopreneur, but you also don't have to do everything alone. Outsourcing to contractors or companies for specific tasks can save time and prevent burnout. The key is to outsource before you're desperate. This way, you have time to properly train someone and set up processes that work.How do I know which tools are worth paying for? Start by identifying the specific problem you want to solve, then choose tools that are simple, affordable, and easy to integrate with your current setup. Avoid chasing “shiny objects” that solve problems you don't even have yet. Use free trials strategically and actually test them on a real task during the trial period, and start with monthly payments until you're confident it's a good fit.What should come first: documenting processes or finding tools and services? Always start with documenting your processes in the form of standard operating procedures (SOPs). If you try to outsource or automate a broken process, you'll only make the problems bigger. SOPs give you a clear, repeatable checklist that works whether you do it yourself, hand it off to someone else, or use a tool to automate it. Okay, this might be the craziest offer we've ever made. We're giving away a solopreneur platform that normally costs five hundred dollars a year…For twenty-five bucks. And not for a month, not for a year… forever.All you have to do is pre-order our new book: Solopreneur Business for Dummies.When we first went solo, we thought we could just Google our way through it. But the advice out there? It was built for startups with teams and money, not someone trying to do it all themselves. We kept thinking: “There's gotta be a better way.”So we made one. LifeStarr Premier is the system we wish we had back then: the tools, the strategy, the community, all in one place.Go to book.lifestarr.com to lock it in.This deal goes away when the book drops, October 6, 2025, and it's not coming back.Pre-order the book. Upload your receipt. You're in. For good.
Helen, with 18 years of experience leading a team of 14 agents and 4 staff, shared strategies for building and scaling a real estate team. She emphasized defining the ideal team structure, clear agreements, and strong value propositions to attract agents. Key points included:Team Structure & Systems – Establish agreements, lead distribution rules, and compensation policies.Productivity Tools – Use CRM systems, SOPs, and regular accountability meetings.Coaching & Growth – Provide ongoing training, support personal/business development, and guide agents in structuring their businesses.Roadmap to Success – Define team avatar, set exit plans, implement systems, and foster continuous learning.Helen highlighted that success comes from clarity, accountability, and adding value while tailoring the team model to individual goals.
On this episode, host Lucas Farrell sits down with Latoya Thompson, the force behind Bougie Bites—the plant-based, fast-casual spot turning non-vegans into regulars with smashburgers, fries, and big hospitality.Latoya opens up about the real journey: from personal styling and home-care entrepreneurship to a food truck, a ghost kitchen, and now a brick-and-mortar in Overland. We dig into radical transparency (yes, she posts payroll), why guest experience beats hype, and how to “stand on business” while building a brand with purpose.We also talk:How she built Bougie Bites to win over non-vegans (and why that's the point)Pivoting hours, staffing, and SOPs based on real-time feedbackPricing, margins, and the truth about running a restaurant in 2025Inspiration from Miami, plus content that actually starts conversationsWhy she's not chasing location #2—and what she is dreaming up for the truckAdvice for young women: have the receipts, then stand on itIf you're into food, brand-building, or honest entrepreneurship, this one's for you.Learn more about Bougie Bites:
236: In this episode, we sat down with Callan Faulkner to talk about how she transitioned from land investor to AI architect—building a $4M business in under 18 months.(Show Notes: REtipster.com/236)Callan walks us through real examples of how land investors can use AI tools like ChatGPT, Claude, Perplexity, Zapier, and even AI agents to streamline SOPs, write legal docs, score sales calls, and train "digital employees" that save hundreds of hours.We also discuss the upcoming Automate to Accelerate training and how REtipster listeners can connect with me directly if they join through our link.
In this episode of Owned and Operated, John Wilson is joined by Jack Carr from Jackquisitions to break down the four steps every business owner must take to truly become a CEO. From leaving the tools behind to managing senior leaders, John and Jack share the exact progression operators go through—and the pitfalls at each stage.They dive into the messy middle stages (what Jack calls “owner's hell”), where infrastructure costs skyrocket and leaders struggle to let go. John opens up about his own journey scaling a $30M home service company and when he finally felt like a real CEO. Together, they unpack:Why “founder” and “CEO” aren't the same thingThe hardest stage to escape and how to move past itWhy adding managers can both unlock growth and squeeze cash flowWhat it takes to lead through layers of leadership without losing speedThe looming leap from single-location to multi-location leadershipThis is a must-listen for any contractor or entrepreneur who wants to move beyond being “just the owner” and step fully into the CEO role.
Your Day Off @Hairdustry; A Podcast about the Hair Industry!
Why this is the future of salon success without burnoutJennifer Jade AlvarezSalon Owner | Speaker | Tech Advocate | Host of the Beauty Business Game Changer PodcastInstagram: @jenniferjadealvarezCo-Host: Gabby Bach @gabbymarieeditsHow Jen fully stepped away from behind the chair… and scaled instead of burned outWhy most salon owners are leaking money (and how to fix it)The mindset shift that helped her finally trust her team and stop doing everything herselfHow to implement AI, automations, and virtual assistants—even if you're not “techy”Why Zenoti became her 10th (and final) salon softwareHow she runs two companies (salon + bridal) with different business modelsThe real reason delegating doesn't work (unless you fix this one thing)Transitioning out of burnout and into ownershipCreating systems your team will actually useBuilding AI-driven guest experience and receptionist workflowsSmart onboarding and SOPs with ChatGPT and Prompt CowboyLetting go of perfection and embracing the 80% ruleHow AI saved her time and improved her mental healthTake Jen's Free Quiz:
What do new laws mean for your pet care business? Across the U.S., states are passing legislation that raises the standards for how pets are cared for—and the consequences for falling short. From licensing and inspections to criminal negligence and felony charges, the bar is getting higher for sitters, walkers, and boarders alike. These changes can feel overwhelming, but they don't have to catch you off guard. In this episode, we talk through the most recent laws, what they mean for you, and how you can prepare your business to thrive in this new legal landscape. Main topics: Criminal negligence: what it means “Facility” definitions Licensing, ratios, inspections, reporting Documentation as legal protection Advocacy, pricing, and compliance Main takeaway: “If you hear nothing else in this episode, hear this: legislation is coming.” New animal-welfare laws are raising the bar for every pet care business—solo or staffed, mobile or at-home. That's not a reason to panic; it's a chance to lead. Start now: tighten your SOPs, train your team, and document every visit like it matters—because it does. Check your insurance, learn your city/county/state rules, and price for the real cost of compliance. Most importantly, speak up with your story so lawmakers write regulations with professionals in the room. Links: Pet First Aid 4U - Master certified instructor Arden Moore teams up with Pet Safety Dog Kona and Pet Safety Cat Casey to teach this vet-approved, practical course. Use code ‘PREPARE' for 5% OFF. Expires 10/1/2025 Check out our Starter Packs See all of our discounts! Check out ProTrainings Code: CPR-petsitterconfessional for 10% off
Are you actually using the real words your clients are typing into Google when they're searching for a photographer like you? In today's episode, I'm showing you a simple tweak you can make to your contact form that helps you discover the exact keywords your clients are already using to find you.This small backend shift in your CRM (like Dubsado or HoneyBook) can completely transform how you approach blogging, YouTube, and podcasting—because you'll finally have client-driven keywords to use in your content marketing. And the best part? It's 100% organic marketing. No ads required.Whether you're a family photographer or a creative small business owner, you'll walk away from this episode with a practical strategy for:Capturing the exact search terms your clients use when they find you onlineOrganizing those keywords in a project management tool (like Trello)Repurposing client-driven keywords into long-form content for SEOBuilding a sustainable marketing system that doesn't rely on paid adsUsing your contact form as a hidden goldmine for SEO researchRead the entire blog post or watch the whole YouTube video HEREResources & Links Mentioned In This Episode▸ The Essential Launch Email Checklist (FREE) → https://systemsandworkflowmagic.com/emails-needed-for-a-launch▸ Dubsado (get 30% OFF with this link!) → https://systemsandworkflowmagic.com/dubsado-coupon-code▸ Shoutout to Kara Duncan of The Kara Report → https://thekarareport.com/Connect with Dolly DeLong Education
Most clinics don't fail because they're bad at treatment—they stall because their tools don't talk. EMR here. Scheduler there. Email somewhere else. A texting app. A CRM you meant to set up “one day.” In the gaps between them? Patients and leads fall through. This week's episode gives you a simple, durable way to fix it—without another fancy platform, without months of setup, and without you doing more. What You're Getting Today The hidden trap: Platform sprawl → missed follow-ups → lost revenue The fix: A single Google Sheet + one “quarterback” to run it How to scale it: SOPs your whole team can follow Your next step: Grab the free Sheet + video walkthrough that can completely transform your follow-up process—and the impact you have with your practice. The Lead Management and Patient Follow-up Tracking Sheet and Training is the same tool I use in my own clinic. It makes it easy to track follow-ups, set timely reminders, and stay top-of-mind with the people most likely to say yes down the road—so no one, and no revenue, slip through the cracks. Grab your copy here. USEFUL INFORMATION: Check out our course: How to answer, “Do you take my insurance?”
Chef Teach (Derrick Turton) pulls up to Unglossy with Bun B, Tom Frank, and Jeffrey Sledge to chart a wild route from Luke Records and Pitbull's early grind to Miami's cult-favorite House of Mac. We get into the origin of that legendary mac & cheese, the food-truck-to-brick-and-mortar leap, COVID pivots, DoorDash math, SOPs that save businesses, and why your playlist is part of the plate. Bun shares how a nudge turned into a movement—and how mentorship boomerangs. Plus: Trillburgers x KD “Easy Money” drop, MySpace with Lil Jon and E-40, and the hard truth about scaling without losing your soul—or your margins.