Podcasts about sops

                                          Listen in as Erin and Mallory discuss: How Mallory scaled from helping with a few apartment sales to running a $200M team — in just 7 years. How she spent two full years learning the basics and building a real business foundation before scaling. How her team thrives on clear SOPs, post-deal roadmaps, and constant refinement (even after success). How hiring the right assistant changed her life — but she had to go through several wrong fits to get there. How wins don't magically lead to more business — you must outflow, take action, and keep the momentum going.                                               About Mallory Bogard is co-founder of the Bogard New York Team, a top real estate team in New York City at SERHANT. Mallory began her real estate career in 2016. Prior to real estate, Mallory held an esteemed 10-year career in timepieces, overseeing international markets and global growth for a leading timepiece company. She traveled extensively, analyzed local market sales and viability, and positioned brands in other countries for maximum success. Prior to that, she worked on seasonal branding for a fashion house licensed for timepieces for Marc by Marc Jacobs, DKNY, Burberry, Diesel, Michael Kors, and more. Mallory's specializations include brand-positioning, business development, and leadership. By her 2nd year in real estate, Mallory achieved her first large feat, signing up her first new development; by year 3, she was an associate broker; and by year 4, she had garnered over $100 million in sales. She has laid the business foundation for business growth in team operations, and now she trains, leads, and manages other agents into successful careers in real estate with the founding principals: hon­esty, integrity, and work to uplift the industry of professional real estate salespeople, by growing the next generation of agents to do the same. Mallory is frequently a guest speaker at her alma mater, the University of Oklahoma, podcasts, and real estate panels and events, speaking on "Dreaming Bigger", her journey from growing up on an emu farm in Oklahoma to leading one of the fastest- growing real estate teams in New York City. When Mallory isn't working, she loves mentoring young professionals, visiting family in Oklahoma, and eating at new restaurants around New York City. How to Connect With Mallory Website: https://bogardny.com/ LinkedIn: https://www.linkedin.com/in/mallory-bogard-522b4b240/ Facebook: https://www.facebook.com/mallory.gaylebrown Instagram: https://www.instagram.com/mallorybogard/

What if your job board wasn't just a place to post jobs—but the top of your sales funnel? In this episode of The Resilient Recruiter, Jordan Whilden shares how he scaled Ministry Hub, a faith-based executive search firm, by transforming a niche job board into a predictable lead generation machine. Fueled by a cold email campaign that delivers a 17% reply rate, Jordan's model shows how recruiters can generate clients consistently—without cold calling or high-pressure tactics. We dive into the exact steps Jordan took to build a multi-service recruitment business, from his transition out of pastoral ministry to launching a proprietary ATS (MinistryHire) and leading a fully remote team. If you're a recruitment agency owner looking to build smarter systems, offer tiered services, or grow recurring revenue, this episode is packed with actionable ideas and inspiration. Episode Highlights: From full-time ministry to launching a job board side hustle Evolving from job board to full-service search firm First-year lessons: underpricing, overwhelm, and early wins Why building a custom ATS was a game-changer Creating flexible, tiered service models How “serve first” creates long-term client wins Cold outreach strategy: 89% open rate, 17% replies The tools behind his tech stack: Loxo, Instantly, Hireflix, Asana, Scribe Scaling with a 3-person offshore team One-way video interviews and standout candidate presentation Recurring revenue through subscription-based ATS Leading with values while balancing family and business growth Key Takeaways: A job board can be more than a job board—it can be your client magnet Value-first cold emails build trust before selling Scaling is easier with systems, SOPs, and the right offshore support Serving your niche exceptionally well creates both impact and revenue About Jordan Whilden: Jordan is the founder and CEO of Ministry Hub, a faith-based executive search firm. With a Master's in Theology and an MBA, he brings a rare mix of pastoral insight and business acumen. Prior to launching Ministry Hub in 2021, Jordan served churches on both coasts, including leadership at one of America's largest congregations. He's also the creator of MinistryHire, a purpose-built ATS and job board platform serving mission-driven organizations. Today, Jordan helps churches and nonprofits build world-changing teams—and has grown Ministry Hub into a go-to talent partner in the faith sector. He lives in Chapel Hill, North Carolina, with his wife Brittany and their son. Outside work, they love kayaking, the beach, and traveling as a family. Connect with Jordan: Jordan on LinkedIn - https://www.linkedin.com/in/jordanwhilden/ Ministry Hub Website - https://ministryhub.org/ MinistryHire Website - https://ministryhire.com/ Connect with Mark Whitby: Get a FREE strategy call: recruitmentcoach.com/strategy-session Mark on LinkedIn - https://www.linkedin.com/in/mwhitby/ X: @MarkWhitby Instagram: @RecruitmentCoach Subscribe to The Resilient Recruiter - https://plinkhq.com/i/1489513354

In this episode, Shannon breaks down the essential steps to building enterprise value in your business. Whether you're planning to scale, sell, or simply want to create a more resilient and valuable company, Shannon shares practical strategies and mindset shifts to help you get there. Tune in to focus on intentional budgeting and aligning expenses with your growth goals.   What you'll hear in this episode: [1:40] The Power of SOPs, Processes, and Documentation [3:35] Managing Risk: Tax, Legal, and Cybersecurity Essentials [7:15] Building a Business People Want to Work For (Culture & Attractiveness) [9:50] Reducing Key Man Risk & Empowering Your Team [12:25] Aligning Costs with Profit & Offers   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Are you still the one writing SOPs in your multi-six or seven-figure business? Then this episode is your wake-up call.Melissa returns with a no-holds-barred look at the true cost of doing everything yourself—especially once you're no longer a solopreneur. From million-dollar mistakes in the corporate world to time-sucking $10 tasks in your own business, Melissa unpacks how DIY can silently stall your growth, drain your energy, and leave money on the table.You'll learn:Why "just doing it yourself" may be costing you more than you thinkHow perfectionism, control, and ego keep entrepreneurs stuckThe real ROI of delegation—and what it means to lead at scaleThe three-step framework for delegating without micromanagingA practical five-day audit to uncover what you shouldn't be doing anymoreIf you're feeling overwhelmed, bottlenecked, or burnt out, this episode will challenge you to let go—so your business can grow. 

Send us a text! (Your number stays private)If you're only using AI to crank out social media captions or email copy, you're leaving a ton of its power on the table. In this episode, I'm pulling back the curtain on three creative ways to use AI in your business, none of which involve sounding like a robot or churning out cookie-cutter content. These are time-saving strategies that keep your voice and help you stand out in a sea of sameness.I'll walk you through how I use AI to turn messy voice memo brain dumps into organized, unique content plans, including the exact process I used to create this very episode! Plus, I'm sharing how my team builds streamlined SOPs using nothing more than a Loom video and an AI-generated checklist, and how I'm using AI to analyze customer feedback and uncover hidden gems that drive my content, product updates, and marketing. Spoiler alert: It's like hiring a really smart assistant who never sleeps.And because business and life aren't separate, I wrap things up with a few fun personal uses too, like diagnosing my sad-looking plants, generating hotel gym workouts, and even planning family travel. Whether you're brand new to AI or already dabbling, this episode will give you a fresh perspective and inspire you to try some truly creative ways to use AI in your business.02:15 - AI for content organization (do this if you want to stand out!)05:18 - How to easily create SOPs with AI07:50 - Using AI to analyze customer feedback10:11 - Fun ways I'm using AI in my personal lifeLinks & Resources:The Savvy Seller Collective Episode 157, Are You Making These Expensive AI Mistakes?Follow me on Instagram @kristendoyle.co Check out my Everything Page: a one-stop shop for savvy selling!Join my private Facebook community: Savvy Teacher SellersMore resources for growing your TPT businessRate & review The Savvy Teacher Seller on Apple PodcastsShow Notes: https://kristendoyle.co/episode158 Tired of constantly hustling to sell your digital products? Check out my free 19-minute training where I show you how to turn all those products you already have into a profitable, automated business. Get more freedom and less stress ➡️ watch now at kristendoyle.co/training Check out my Everything Page at https://kristendoyle.co/everything

Jeremy Shapiro returns to the Firing the Man podcast with game-changing insights on scaling businesses beyond the hustle phase. With decades of experience helping established entrepreneurs break through growth plateaus, Jeremy unpacks the mental shifts and practical strategies required to build sustainable growth without burnout.We dive deep into the concept of moving from "reactive chaos" to strategic growth. Too many business owners spend their days firefighting – constantly bailing water without patching the hole in the ship. Jeremy shares a powerful framework for carving out dedicated time to work ON your business, not just IN it, and explains how this simple shift transforms business performance.The conversation takes a fascinating turn when Jeremy reveals his process-driven approach to scaling. He challenges the common misconception that systems are ever "done" and emphasizes creating a culture where team members own and evolve processes rather than having procedures imposed from above. For listeners struggling with "SOPs that die in Google Drive," Jeremy offers practical advice for keeping systems alive and relevant.Perhaps most valuable is Jeremy's counterintuitive approach to pricing. Through a simple mathematical example, he demonstrates how modest price increases can potentially double profits, even accounting for customer attrition. This perspective-shifting insight reveals how fear-based pricing strategies leave substantial money on the table for many entrepreneurs.For those feeling stuck at business plateaus, Jeremy offers hope through practical strategies that have helped thousands break through ceilings. He explains how growth typically follows S-curves rather than continuous hockey sticks, and how being open to new channels, products, or strategies that weren't right for your previous growth phase can catalyze your next expansion.Whether you're running an e-commerce business, service-based company, or any entrepreneurial venture trying to scale beyond six or seven figures, this conversation delivers immediately applicable wisdom. Grab Jeremy's new book "Your Business Growth Playbook" and start implementing these proven strategies to escape reactive chaos and build a business that grows on your terms.How to connect with Jeremy?Website: https://YourBusinessGrowthPlaybook.comInstagram: https://www.instagram.com/bayareamastermind/LinkedIn: https://www.linkedin.com/in/jeremyshapiro/ Support the show

In this episode of Owned and Operated, John sits down with Ethan from New York to explore his rapid journey into the world of home services and franchising. From cold calls to private equity to launching a local newsletter — Ethan shares the real story behind building momentum as a new business owner.

Send us a textWelcome to the Builder of All Things Podcast—where we go beyond the pages of the book and explore into the Author's Cut!

In this episode we will dive into the final phase of the Profitable Scaling Playbook: building enterprise value. Shannon breaks down what enterprise value means and why it's crucial for scaling and ultimately selling your business. She emphasizes the importance of risk mitigation, the need for replicable and transferable operations, and how to avoid over-reliance on the owner. Tune in to learn actionable steps to maximize your business's value, from maintaining positive cash flow to reducing keyman risk and developing robust SOPs.   Don't miss Shannon's insights on ensuring your business can thrive without you, positioning it for a successful future sale or continuous growth.   What you'll hear in this episode: [0:45] Understanding Enterprise Value [2:15] Risk Mitigation and Management [4:55] Keyman Risk and Personal Brand Challenges [6:05] Building Systems and Processes for Scaling [6:35] Maximizing Customer Value   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Case acceptance is down. Patients are confused. Your team is frustrated. Sound familiar? These are all signs your practice is out of alignment. Whether you own one practice or multiple locations, this episode will help you get everyone on the same page clinically — from the front office to hygienists, assistants, and doctors.You'll learn how to run effective calibration meetings that set clear clinical standards, get your team on board, and guide them without conflict. These tips will improve communication and cut out the chaos in your practice!Topics discussed in this episode:The key to getting your team on the same pageHow to get your team engagedThe first step to clinical calibrationWhy you should coach and not teachThe role of SOPs and team buy-inText us your feedback! (please note: we cannot respond through this channel))Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In this episode of Entrepreneurs United, hosts John St.Pierre and Rich Hoffmann sit down with Vince Perri, an entrepreneur, business broker, and certified exit planning advisor. Discover why preparing for an exit is a smart move for every business owner, and how building a well-oiled machine can give you ultimate freedom, whether you decide to sell or keep your business.You'll learn:The most important mindset shift for long-term wealthVince's unique “Four Cs” framework to scale, systemize, and boost company valueHow to leverage AI for SOPs and leadership trainingWhy your personal wealth goals should guide your business decisionsHow to avoid common hiring mistakes as you growYou will also get tips on the “models method” for better communication, plus hear real stories from Vince's own journey scaling and exiting companies.If you enjoyed this episode, follow Entrepreneurs United, leave us a rating, and share your favorite takeaway. For more strategies and expert insights on building, scaling, and exiting your business, subscribe wherever you get your podcasts.Connect with Vince Perri:Instagram: @vinceperriofficialLinkedIn: https://www.linkedin.com/in/vinceperriofficial/Website: vinceperri.com#BusinessExit #Entrepreneurship #ScaleYourBusiness #SOPs #AIForBusiness

Vince Perri once brought in over $500K in a single year, and still found himself nearly broke. After scaling a public adjusting firm during a major hurricane surge, Vince assumed his CFO, COO, and CMO had everything under control. But the numbers weren't adding up. Cash was disappearing, payroll was overwhelming, and his business was on the verge of collapse. What followed was a brutal wake-up call and a full reset. Vince took ownership, overhauled his systems, and rebuilt with a focus on simplicity, structure, and financial visibility. Now a certified business broker and exit strategist, Vince helps owners create businesses they can actually sell—or walk away from without regret. In this hard-earned, operator-level conversation, Vince shares: How a high-income year still led to a cash crisis Why trusting advisors too much nearly destroyed his business The turning point that forced him to implement Profit First How he rebuilt using SOPs, Loom, and team accountability Why your business isn't healthy if you can't leave for 30 days His method for creating “value clarity reports” before a sale Why recurring revenue and owner independence drive valuation Key Lessons:Revenue Can Lie – Big income doesn't mean you're safeBlind Trust is a Risk – Understand your advisors or pay the priceProcess First, People Second – Don't hire leadership without systemsOwner-Dependent = Unsellable – Build it so it runs without youInformation Should Be Timely – Late numbers aren't helpful Host: Tyler Martin, Think Business Podcast Want a financial strategy that scales with your service business? Let's talk:

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode, Kerri Glover, M&A Advisor at Sagewood and the former founder of one of Colorado's largest wedding planning firms. Kerri reveals how she went from bootstrapping a solo wedding planning side hustle to building a 20-person team, operating globally, and eventually selling her service-based business for a 7-figure exit. She shares the behind-the-scenes of preparing for a successful sale, covering everything from SOPs and financial clean-up to branding decisions and letting go of founder dependence. Kerri also offers her perspective on the biggest mistakes sellers make, how real estate impacts deal timelines, and what buyers really want in today's market. Whether you're building a service business or planning your next move, this conversation is packed with timeless advice on how to turn your business into a valuable, transferable asset. -- With over two decades of experience in the wedding industry, Kerri Glover's journey is a testament to passion, innovation, and entrepreneurial spirit. Her expertise, honed through planning over 1,500 weddings globally and contributing to the creation or redevelopment of 25 venues, is matched only by her insatiable thirst for knowledge. With an MBA from Regis University and a Juris Doctorate from Albany Law School, Kerri brings a unique blend of creative vision and business acumen to every project she undertakes. In 2016, Kerri sold her firm, the largest wedding planning company in Colorado, with Sagewood Advisors, where she is now an M&A Advisor helping others do the same. Kerri Glover on LinkedIn: https://www.linkedin.com/in/kerrilglover/ Websites: https://gosagewood.com/ - https://www.weddingvenuebroker.com/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

What if your practice didn’t fall apart the moment you stepped away? What if your team knew exactly what to do—without chasing you down for answers? What if you weren’t always the one putting out fires? In this episode of the Marketing Your Practice Podcast, we’re talking about what it really takes to build a practice that’s consistent, scalable, and self-sustaining. The answer? A Practice Operating System. You’ll learn: The 4 signs your practice is running on chaos instead of systems What a true Practice Operating System is (and isn’t) Why most chiropractors build SOPs no one uses—and how to fix that The 7 core areas where you need systems to unlock growth and freedom The critical mindset shift that helps your team actually follow your systems Why systems don’t kill creativity—they create the space for it If you’ve ever dreamed of having a practice that runs smoothly—whether you’re in the building or on the beach—this episode is for you.

What began as a $4-an-hour summer gig at Western Pest has grown into Hoffman's Exterminating, a six-branch powerhouse ranked among PCT's Top 100—and CEO Bill Hoffman is still at the helm. Certified as an entomologist and PCQI, Bill joins the Blue-Collar Twins to unpack how pig-farm discipline, union-shop lessons, and a “coach-not-tech” mindset fueled steady, one-to-three-hires-per-year growth—and landed Hoffman's as the official pest-control partner of the Philadelphia Eagles. You'll hear: Door-Knock Origins – mortgaging sweat equity into a one-man startup while moonlighting at a deli and landscaping crew.Coach's Playbook – shifting from “crawl-space hero” to head coach and writing SOPs that free his team to execute.Eagles & MLS Deals – the referral chain—from a mom-and-pop acquisition to MLS partner to NFL sidelines—that proves community karma pays.Culture Moat – 20-year employees earn lifetime health insurance; paid volunteer hours keep staff and community for life.Seasonality Hacks – 55 % commercial mix, exclusion division, and weather “audibles” that keep 70 techs busy through Northeast winters.Mission Beyond Margins – board seats at two Ronald McDonald Houses, sustainability work at Lincoln Financial Field, and why “quality over quantity” still drives every decision. Stick around for Bill's blunt advice on moving from technician mindset to $30 million CEO—and why the best companies know when to act big and when to act small. 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 (podcast.co-ready) 00:00 – Cold-open: “A $30 M CEO is a coach, not a tech.” 00:50 – Pig-farm work ethic: discipline, sharpened blades, and early hustle 02:35 – South-Jersey roots & lifelong Eagles fandom 02:55 – How referrals turned a tiny list buy into MLS ➜ Philadelphia Eagles partnerships 05:05 – Acquisitions to “Acquired”: recap of Bill's first Buzz appearance 07:00 – Buying a $500 K mosquito firm—and learning seasonal economics 09:15 – Northeast seasonality vs. commercial stabilizer (55 % mix) 10:00 – Accidental entry: summer helper at Western Pest, 17 years old 11:20 – Youngest branch manager at 25 in a union shop 14:00 – Culture shift at Western sparks Hoffman's launch (1990) 16:00 – Business plan > job plan: mapping the ladder out of the truck 18:45 – “Head-coach” pivot—training others, not turning wrenches 19:05 – Growth cadence: adding 1-3 people per year to 100 staff 23:00 – Weather “audibles”: rain days become training & commercial installs 25:25 – New exclusion division born from techs' handyman passions 26:55 – Retention: 20-year techs earn free lifetime health insurance 28:55 – Paid volunteer hours & community pillars (Eagles Youth, Union Pitch, Ronald McDonald House) 31:50 – Board roles & the Shamrock Shake origin of Ronald McDonald House 34:40 – Giving-back philosophy: customers, employees, community love loop 36:50 – Backyard beekeeper, fisherman, grandfather—off-hours balance 40:50 – Advice to one-truck operators: vision first, hire for ambition 46:00 – National-account niche: regional independents vs. the “Big 4” 49:45 – Future of pest control: techs always safe, managers must shine 53:10 – Final coaching wisdom: right people, right seats, Good to Great mentality 55:00 – Book that changed his leadership: Good to Great 56:30 – Flower-shop surprise & new Victorian HQ “Cheerful Dragonfly” 58:00 – Outro & Private-Equity Masterclass CTA

If you're a health or fitness coach who's ever felt stuck in the frustrating cycle of inconsistent income—booming one month and crickets the next—this episode is your roadmap to stability. Tune in as Jason shares the exact systems he used to go from unpredictable revenue to a thriving, multi-six-figure business. From building a rock-solid messaging system, to creating a content ecosystem that attracts ideal clients, to mastering value-first conversions and scalable back-end operations, this episode is packed with practical strategies you can implement right away. Don't miss this behind-the-scenes breakdown of how to create predictable income and sustainable growth in your coaching business.   “I'm kind of like bucketing offer and messaging in one but when you say the right words in the right way to the right people, and it's actually compelling to them, it's gonna convert.”   Key points to focus on: Income Stability Requires Systems: Coaches struggling with inconsistent revenue must implement systems in messaging, content, and conversions to create predictable income streams. Messaging Must Be Specific and Belief-Shifting: A strong messaging system includes a unique mechanism or big idea that shifts client beliefs and positions your offer as the solution they've been looking for. Content Ecosystem Drives Inbound Leads: A strategic content ecosystem—across short-form, long-form, and email platforms—ensures consistent visibility and engagement, leading to more inbound leads. Conversion Content Campaigns Boost Demand: Running structured monthly campaigns with strong hooks and calls-to-action around masterclasses or offers increases demand and improves conversion rates. Value-First Sales Approach Builds Trust: Shifting from aggressive sales tactics to a value-first approach, such as workshops or offer documents, helps convert clients more authentically and predictably. Scalability Depends on Backend Systems: Having scalable onboarding, SOPs, and task delegation processes in place ensures your business can grow without overwhelming you or breaking down operationally.   Connect with Jason Meland: Email: jason@goliveonlinemastermind.com Website: https://www.growmyvisibility.com/ Instagram: @coachjasonmeland Facebook: Jason Meland - In Demand Coach LinkedIn: Jason Meland

Send us a textIn this episode of Imperfect Marketing, Kendra chats with Aarti Anand, a software product builder turned AI automation consultant, about how small business owners can leverage AI and systems thinking to reclaim their time, energy, and freedom.Aarti shares her journey from building award-winning software to starting her own business to create more space for what matters—her kids, her aging parents, and her own time. Now she helps other founders do the same using AI and automation tools.Key Takeaways for Business Owners and Marketers

Send us a textLet me guess — your team still pings you for every little thing, and that SOP you swore you'd write is still just a blank Google Doc mocking you from your drive.This episode isn't about operations — it's about freedom. Because if your business can't run without you, you're not leading a business… you're babysitting one. Today, I'll show you how smart CEOs use SOPs that scale — without boring themselves (or their team) to death. And yes, we're making SOPs sexy again. Let's go.In this episode, you'll learn…Why SOPs aren't documentation, they're delegation The 3-step founder-friendly formula to creating systems fastHow AI tools  can cut your SOP creation time in halfThis episode at a glance:[02:32]- SOPs don't fail because they're unimportant, they fail because founders write them like robots.[03:43]- If your business can't run without you, it doesn't scale.[13:51]- AI doesn't replace your brain,it skips the parts that drain it[15:04]- SOPs may not scream show me the money, but they absolutely help you keep the money.Resources and links mentioned in this episode:AI for Founders Playbook Join the AI for Founders Community 10 Ways AI Will Make You a Better Leader – Free Guide Tools mentioned: Tango, Loom, Zoom, Otter, ChatGPT, Claude, ScribeWant 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.

What if the secret to building a truly loyal gym membership—or any recurring customer base—starts the moment someone tries to leave? That question struck me while talking with Blair McHaney, a trailblazing fitness industry leader who's spent more than 40 years reimagining how gyms can deliver customer (or, as Blair puts it, member) experience. Too often, fitness centers focus on sales at the expense of real loyalty, missing the deeper connection that gets members to not only return, but rave about you to others—even after they've canceled. In this episode of the Delighted Customers podcast, Blair reveals why retention isn't about holding onto credit cards, but about keeping (or regaining) a place in members' hearts and minds. We dive into actionable strategies for creating club experiences so powerful that over 50% of new signups are from people who used to be members—and choose to come back. Blair's insights are essential listening not just for those in the fitness industry, but for anyone who wants to operationalize customer experience in a way that drives lasting loyalty and real business results. His expertise in data-driven experience design, journey mapping, and hospitality is second to none. Whether you lead a gym, a bank, or a tech company, Blair will challenge the way you think about member lifecycle, operational excellence, and the critical role of small, human moments that delight customers. Here are three burning questions Blair answers on the show: Is it a myth that gyms just want to sell as many memberships as possible, hoping for high turnover—or is there a smarter, more humane way to build retention and lasting brand love? What are the often-overlooked operational “basics” (think: cleanliness, equipment repair, and front desk hospitality) that form the foundation for differentiation in a crowded industry? How do journey mapping and persona-driven training—far beyond standard SOPs—transform employee culture and drive a superior customer experience at scale? I invite you to listen, subscribe, and share this episode! Find it on Apple Podcasts and Spotify, or search for Delighted Customers on your favorite podcast platform. Meet Blair McKaney Blair McHaney is an entrepreneur, innovator, and CX educator with over 40 years of hands-on leadership in the fitness industry. He currently serves as President and CEO of MX Metrics, Medallia's fitness vertical partner, where he leads data-driven strategies to enhance member experiences across nearly 1,000 fitness clubs worldwide. Prior to that, Blair spent three formative years at Medallia as VP of Strategic Initiatives, where his operational expertise—not tech background—helped launch scalable approaches to customer and member experience management. He's also an owner of two successful fitness clubs in Central Washington, where he's pioneered a radically member-centered approach to retention, alumni creation, and frontline hospitality. Blair's journey is a testament to learning by doing: from journeyman carpenter to gym owner at age 23, to tech-enabled CX leader, he's obsessed with operationalizing experience. He's a champion of “alumni creation”—ensuring members who leave do so as fans, not detractors—and believes the greatest opportunities in fitness (and beyond) are found in reimagining processes, policies, and employee education to put the customer first. Connect with Blair at LinkedIn or by email at blair@mxmetrics.com.

If you've ever wondered what co-hosting really looks like — the wins, the hard lessons, and everything in between — this is the episode for you. I'm pulling back the curtain on how we've grown our boutique co-hosting business, the boundaries we've had to draw, and the challenges that have shaped the way we operate today. Here's what I cover in this episode: The difference between co-hosting and traditional property management Why slow growth with the right properties is the goal What I look for in new properties (and red flags I now avoid) The absolute hardest part of this business (cleaning, anyone?) Why documenting SOPs is non-negotiable — and how I finally got mine together The surprising way I landed some of our best clients What new co-hosts must get clear on before saying yes to anyone If you're thinking about stepping into the co-hosting world — or already in it and feeling the weight of it all — you're not alone. This one's for you. ✨ Let's stay connected: → DM me @theweberco or follow @hostedbythewebers → Visit theweberco.com or hostedbythewebers.com for more resources → Hop into my free Facebook group: STR, Boutique Hotel, Airbnb Hosts: Branding & Marketing Tips  

If you've ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out of overwhelm and into systems that actually work. Whether you're flying solo or leading a team, these six layers of business development will help you scale with ease, reclaim your time, and fall back in love with your business again.

Would your company thrive if you disappeared for six months—or would it crumble? In today's episode of SoTellUs Time, discover the exact frameworks top entrepreneurs use to build self-sustaining, sell-ready businesses that print freedom (and profit) on autopilot.

This summer, leadership at home matters more than ever. In this episode,I share the real strategies keeping working parents afloat during the school holidays - not magic fixes, but practical systems that act as your sanity-saving scaffold. Discover my top 5 family SOPs (including 3 free resources you can use right now) and learn why true leadership is about supporting yourself as much as your family. Download your free toolkit at www.luminate-group.co.uk/podcast/166 and take the pressure off this summer.

In this episode, I sit down with Joyce Hamilton of Only Boldly to discuss how busy business owners can utilize AI to prepare for Black Friday with strategy and intention. Joyce shares how she utilizes tools like ChatGPT to brainstorm content, map out her launch plans, and create more efficient systems that actually save her time, both as a mom and a business owner.If you've ever felt behind on your Black Friday prep or overwhelmed by content planning, this episode will show you how to get started now and use AI as a true business assistant.Read the ENTIRE blog post HERE & don't forget to

Many managers struggle to let go of IC work. The thought might be, "It's easier if I just do it," or "It's faster if I do it -- plus, I know it will be done to my standards." If you'd rather do it yourself instead of explaining what needs to be done, coaching or training someone, or writing out SOPs. . . you're not alone!A recent study about how the brain learns can also shed some light on what's going on. Having this awareness may prevent you from getting into the weeds of IC work. It can also help you understand why your team is resistant to change. (Because the brain likes to do what it knows how to do!)Read more about the study:https://www.sainsburywellcome.org/web/research-news/scientists-discover-new-way-brain-learns**After the Episode**Get notified of future course dates:https://maven.com/kimnicol/communication-strategiesDiscuss private coaching:https://kimnicol.com/Follow me on LinkedIn:https://www.linkedin.com/in/kimnicol/

Jay and Andrew dig into the difference between organization and orderliness, unpack how simply arranging clutter isn't true organization, and how failing to eliminate what's unnecessary leads to inefficiency, wasted time, and blocked flow.From red-tagging unused bandsaws to preserving museum-worthy prototypes, the conversation explores the emotional and practical side of decluttering. Jay shares a maintenance wake-up call involving a long-forgotten gearbox and walks through how proactive systems (like Trello and SOPs) can prevent downtime disasters. Then the duo touch on their favorite tools, ranging from $20 Japanese nippers to precision CMMs.You can get those amazing Fujiya pliers Andrew mentioned here and here.

If your clinic can't run without you… do you actually own a business—or just a very demanding job? In this episode of Online Marketing For Doctors TV and Podcast, we explore the unglamorous but powerful truth behind every scalable clinic: systems and SOPs.

In this episode, we sit down with Matthew Ethos — a no-fluff virtual assistant expert and business operator who's transforming the way insurance businesses scale. With over 1,500 remote roles built for agencies across the U.S., Matthew is on a mission to help agency owners, MGAs, TPAs, and insurance leaders grow leaner, faster, and more profitably.Forget going viral. This conversation is about real growth: hiring smarter, building sharper systems, and optimizing retention without bloated costs or broken operations.If you're buried in the weeds, stuck with low retention, or trying to scale without a clear system, this episode is for you.We cover:✅ Virtual staffing for ops, sales, and service✅ SOPs and retention systems that actually work✅ Strategic support for lean, scalable growthThis isn't for followers—it's for founders.Tune in and get out of the weeds.Matthew Saffer LinkedIn: https://www.linkedin.com/in/mj-saffer/Thanks for watching! Go ahead, like, comment, subscribe, and turn on post notifications! Follow Us On These Social Media Platforms

Kirsten Graham is a virtual assistant (VA) and outsourcing expert who helps business owners reclaim their time, boost productivity, and scale smart—primarily through leveraging overseas talent. With a background in real estate, mortgages, and entrepreneurship, Kirsten is passionate about teaching entrepreneurs and professionals how to delegate low-value tasks, streamline their operations, and focus on high-impact activities. As co-founder of Six Figure Business Coaching, she helps her clients move from invisibility to visibility through video marketing, podcast guesting, and skilled virtual support. On this episode we talk about: Kirsten's first dollar earned through babysitting and her early journey into entrepreneurship Moving from real estate and mortgage to running a business that connects clients with remote talent worldwide Why hiring VAs for $6–$8 an hour can transform a business's profitability and owner's freedom The importance of hiring for very specific tasks rather than seeking a “unicorn” VA who does everything How treating remote team members with respect, paid time off, and long-term opportunities leads to retention and success The step-by-step model her company uses: interviewing, hiring, vetting, and training VAs for real estate, coaches, and service businesses Business models in the VA/outsource space: agency-style vs. direct-hire, margin differences, scalability, and how to choose a right-fit path The power of niching down (e.g., offering HighLevel-trained VAs or bookkeeping-specific VAs) and how to grow from a narrow offer Integrating AI: how today's VAs must be AI-fluent and how business owners can multiply efficiency by combining VAs and automation Why “boring” service businesses—like bookkeeping, HVAC, plumbing—are among the most reliable, profitable, and least likely to be automated by AI Buying, not just starting, a business: opportunities in acquiring already-running companies and upgrading them through outsourcing and systems Top 3 Takeaways Outsource for Freedom and Profit: Move all $6–$8/hour tasks off your plate; focus on what grows your business, not what just keeps it running. Niche, Train, and Systematize: Specialize your offer (e.g., marketing VAs, bookkeeping VAs, software-specific VAs) and use robust SOPs and ongoing training for client satisfaction and scale. Combine Talent, AI, and Acquisition: The biggest wins come from integrating skilled remote talent with AI-powered automations—whether you're starting from scratch or buying a business to modernize. Notable Quotes “If you're doing a $6 an hour task, you're doing it wrong. You should have someone else doing those tasks for you.” “It's easier to hire someone and keep them for years than to constantly replace people. Treat your VAs well—they're your team.” “Boring, unsexy businesses—like HVAC, bookkeeping, auto repair—are not going to be replaced by AI anytime soon, but they're always going to be profitable and needed.” Connect with Kirsten Graham: Website: sixfigurebusinesscoaching.com

Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you've ever wondered whether it's the right fit for your stage of business—or how it can actually transform your practice—this is your go-to guide. Libby shares program structure, what kind of advisor it's perfect for, who it's not for, and real results from past participants.In this episode, you'll learn:Why this 10-month coaching program helps advisors shift from overwhelmed to organizedHow the pod-based structure builds community, accountability, and peer wisdomWhat core systems and processes are developed (like onboarding, client service models, SOPs, and more)Who this program is designed for—and who it's notThe level of support, guest contributors, templates, and resources includedWhether you're solo or have a full team, the Systems to Scale coaching experience is built to meet you where you are—and help you grow.Ready to finally feel less stressed and more strategic? Tune in and decide if this game-changing experience is the next right step for you and your business.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

A thoughtful onboarding process is worth your investment of time and effort. Although you're temporarily doing more work while also increasing your payroll, it's ultimately a long-term gain.    Get the essential ingredients with Coaches Caroline Plambeck and Matt Hanton in Episode 669: The First 90 Days: How to Set Up Every New Hire for Success.   Stoke anticipation: generate good vibes with a personal note or small gift before day 1 Lay the foundation: review job description, KPIs, goals, mission, vision and values Cultivate connection: do meet & greets, assign a buddy and arrange teamwork Facilitate integration: train on SOPs and systems; encourage proactivity  Continue the conversation: check in often, ask for feedback and celebrate successes    Beyond simply teaching policies and procedures, smart onboarding incorporates communication, community and the culture of your studio. Episode 669 is your recipe.    Catch you there,   Lise   PS: Join 2,000+ studio owners who've decided to take control of their studio business and build their freedom empire. Subscribe HERE and join the party! www.studiogrow.co www.linkedin.com/company/studio-growco/  

Ready to leverage the digital world so you can live your life on your own terms? Ready to scale your business without burning out? In this outside-the-box episode of The Erik Cabral Show, Erik sits down with Adrienne Green, a successful real estate entrepreneur who's revolutionizing how businesses leverage virtual talent.   Adrienne shares her incredible journey from launching a real estate team in a brand new market to building a thriving virtual staffing company—all while traveling the world full-time with her family of five.They dive deep into the world of virtual assistants, exploring the mindset shifts required for success, the tech stack that makes it all work, and why SOPs matter more than video training.   Adrienne reveals the key characteristics of entrepreneurs who succeed with VAs versus those who struggle, and shares practical insights on building community with remote teams across different cultures.But this conversation goes beyond business strategy. Adrienne opens up about their bold decision to sell everything and embrace world schooling, taking their three young children on an educational adventure across continents. From the Philippines to Vietnam to Japan, she shares how they're redefining education, family time, and what's possible when you're willing to take calculated risks.If you're ready to work smarter instead of harder and curious about what life looks like when you truly write your own rules, this episode delivers the inspiration and practical guidance you need.0:00 Intro3:16 Real estate success story in a new market5:24 Who succeeds vs. fails with VAs12:40 Tech stack and community building23:27 Workergenix service model explained36:39 From corporate to world schooling journey46:16 Financial and logistical planning56:51 Best ways to connect with Adrienne

In this episode of Men of Influence, host Tim Holloway welcomes Brandon Jones, a dynamic entrepreneur in the health and wellness industry, owner of med spas, real estate ventures, and an online business. A devoted husband of 18 years and father to two teenagers, Brandon shares his journey from grueling corporate shift work to launching a CrossFit gym and building multiple successful businesses. He dives into the realities of entrepreneurship, debunking the “build it and they'll come” myth and emphasizing the critical role of marketing and systems in achieving growth. With a passion for fitness and faith, Brandon offers practical insights on leading with vision, fostering a strong team culture, and balancing personal excellence with business success.Brandon breaks down the essentials of business growth: creating clear systems and processes, delegating effectively, and mastering marketing to avoid “market or die.” He shares actionable advice on starting with simple standard operating procedures (SOPs) to streamline operations and free up time for high-impact tasks. Beyond business, Brandon discusses his non-negotiables; daily fitness, clean nutrition, family time, and faith; as the foundation for personal excellence. He offers simple nutrition tips, like cutting sugar and increasing protein, and recommends tools like the Bobby Approved app to make healthy choices easier. With a heartfelt call to escape the chaos of entrepreneurship, Brandon inspires listeners to take small, intentional steps toward a thriving business and a fulfilling life.Key Takeaways:Leadership and Culture: Strong leadership and a positive team culture are vital for business success; align your team with a clear vision to avoid disengagement.Systems and Processes: Write clear, simple SOPs (at a 5th–6th grade level) for all tasks to ensure accountability and scalability, starting with your own daily responsibilities.Market or Die: Consistent marketing is non-negotiable; even average businesses can outperform the best if they master marketing and visibility.Small Wins: Identify 3–5 time-sucking tasks you dislike, create SOPs, and delegate them to focus on money-making activities and reduce chaos.“Market or die. If you're not constantly marketing your business, it's just slowly dying.” - Brandon JonesLearn more about Tim through the following links:FacebookPodcasting group

When solopreneurs flee the corporate world, “standard operating procedures” are often the first thing left behind—right next to awkward team-building exercises and passive-aggressive reply-all emails. But hold up—this is one “corporate” thing you do want to keep.In this episode of The Aspiring Solopreneur, Carly and Joe dive into the unexpected power of SOPs. From preparing for life's curveballs to simply freeing up brain space for more important things (like remembering where you hid your coffee), they'll share how documenting your processes can make your solo business run smoother, and maybe even grow faster. Whether you're team "ditch the docs" or already a checklist champ, this episode will make you rethink what it means to be efficient on your own.Being a solopreneur is awesome but it's not easy. It's hard to get noticed. Most business advice is for bigger companies, and you're all alone...until now. LifeStarr Intro gives you free education, community, and tools to build a thriving one-person business.  So, if you are lacking direction, having a hard time generating leads, or are having trouble keeping up with everything you have to do, or even just lonely running a company of one, be sure to check out LifeStarr Intro!Access Lifestarr Intro

Episode 324 - We end our Gamma Sops season with an issue that does not have the Hulk in it! Clay Quartermain is testifying before Congress, and Betty is dealing with carrying Bruce's baby! Todd MacFarlane only did breakdowns, but Erik Larsen delivers quality art. It's a fine issue to end our coverage on! Next week: we start our coverage of Teenage Mutant Ninja Turtles with issue one of the original Eastman/Laird run!

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training We've been talking about AI on this podcast for years — not just as the next shiny tool, but as the biggest shift agencies will face this decade. Yet most agencies still haven't done more than dabble. Meanwhile, their competitors (or even their clients) are using AI to move faster, make sharper decisions, and drive results that leave everyone else scrambling to catch up. If you're still on the sidelines, you're already behind. Today's guest is clear about the game-changing role of AI in the agency world. He argues it's not just about making your shop more efficient — it's about driving better client results, delivering faster, deeper insights, and adding to your bottom line. Agencies that fail to embrace AI risk being outpaced by clients who bring it in-house or by competitors already using it to gain an edge. To stay competitive, you have to take a forward-thinking approach that uses AI to scale operations, increase client value, and keep your best people. Phil Parrish is the co-founder & President of PrograMetrix, a boutique programmatic advertising agency that also crushes it in paid search and paid social. Celebrating their 10-year anniversary this past April, Phil's team has stayed nimble, focused, and mighty — helping clients dominate their digital paid media while driving real, measurable results. He'll discuss his vision on AI, how he's using it as a multiplier, and why that are not already adapting their processes to include this technology, will be exposed. In this episode, we'll discuss: Navigating pipeline churn anxiety. Delivering quick wins with AI. Why agencies that don't adapt will get exposed. Focus on the wins, not just the tasks. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Betting on Yourself (And Getting Clients to Bet on You Too) Phil didn't stumble into agency ownership by accident, but he didn't overcomplicate it either. He built strong client relationships over the years, recognized the moment when he thought, “I can do what this company does — why not do it for myself?” and took the leap. With clients ready to follow, he launched PrograMetrix and started generating revenue quickly, sidestepping much of the risk that keeps many would-be agency owners stuck. The takeaway? If you've built trust and consistently delivered, clients will follow when you launch your own shop. Relationships and results are your best startup capital. Navigating Uncertainty Without Panic Every agency owner hits moments of chaos—those “Are we going under?” nightmares that keep you up at 3 AM. So far, Phil's journey hasn't quite hit the “we can't make payroll” panic, but pipeline uncertainty and client churn anxiety were very real, especially during COVID-19. Ironically, the pandemic ended up being a huge growth driver. As trade shows and in-person events vanished, clients who were spending six figures on live events had to redeploy budgets digitally. PrograMetrix was perfectly positioned to catch that wave. “You've got to have a good business plan, offer strategic value, make smart bets, and stay laser-focused when your back's against the wall.” It's a solid reminder: when chaos hits, the cream rises. The agencies that pivot fast come out stronger.   AI: Beyond Social Posts and Rocket Emojis Let's get real: most agencies are looking at AI like it's a shortcut to crank out social posts and blog content (and yes, that's part of it). But Phil's approach is a level above—he's integrating AI deeply into PrograMetrix's operations to enhance speed, insights, and performance, not just save a few hours per week. In his view, agencies that have depended on time as their inventory and work on the basis that the more time they can utilize the more revenue they can drive will struggle unless they modernize operations using AI. For its part, Phil's agency is building a proprietary product using a licensed data warehouse, pulling data from all their platforms (The Trade Desk, Meta, Google, TikTok, LinkedIn, etc.), and using AI to run advanced queries and develop unique optimization techniques. The end goal would be to deliver faster, clearer, and more impactful insights that clients can't get by simply logging into their ad accounts. The bottom line: If your agency isn't embedding AI into how you operate and deliver, not just as a tool to “save time,” clients will either bring it in-house or go with an agency that does. The market is moving, and speed and value are non-negotiables if you want to win and retain serious clients. Delivering Quick Wins and Story-Driven Insights Mid-market and enterprise clients dropping six to seven figures on ad spend need to feel your authority and your velocity from day one. They need to breathe easier knowing your agency has it handled, and they need to see progress fast, or they'll be out. Using AI, Phil's agency uncovers insights like: Path to conversion (impressions and touchpoints before a sale) Channel impact across the funnel Audience segment insights Messaging that drives real ROI They're not just sending reports but turning complex data into actionable stories for their clients. If you're still measuring your agency's success by how much time you can bill rather than how much impact you can deliver, it's time to rethink your model before your clients rethink you. Why Agencies That Don't Adapt Will Get Exposed Look, AI isn't going to wipe out agencies. But it will wipe out agencies that are stuck operating like it's 2015, coasting on outdated processes, and sending the same recycled reports clients can pull themselves. AI is like the giant scoreboard in baseball, showing every advanced stat in real-time. Agencies that are half-assing delivery can't hide anymore. If you're running bad ads, AI will show your client you suck, and you'll get fired. (Like the agency I just fired.) AI won't kill the agency model, but it will expose agencies not using best-of-breed tools to deliver value faster. AI as a Multiplier, Not a Threat — and Saves Him $200K Phil is using AI as a force multiplier to: Deliver faster, clearer insights for clients Optimize campaigns for even a 2-3% lift that compounds over time And they're doing this without having to invest in new talent at the rate they otherwise would have. As Phil says, “if we can skip hiring one or two traders, that's a $200K swing to the bottom line.” And it's not because he doesn't value his team—he's investing in making his team better. AI helps smart people do better work, get better results, and actually enjoy their jobs. Clients see more value, your agency scales efficiently, and your team sticks around longer, reducing churn and recruitment costs. It's About Buying Wins, Not Just Doing Tasks If you've seen Moneyball, know Billy Beane reinvented baseball by focusing on “getting on base,” not vanity stats. Agencies should think the same way: What are your “get on base” moves that drive client results? Are you outcome-driven and problem-solving, or are you a task rabbit waiting to be replaced by AI? When clients have big challenges, do they come to you first, or are you stuck doing low-value production work? If it's the latter, it's a sign to reposition your agency now. If you don't, you're writing your own exit letter from the industry. Make AI Use Mandatory, Not Optional As an agency leader, it's time to go all-in on integrating AI across all SOPs, not just as an add-on for the leadership team. Why? Because this tech: Makes employees more valuable in the marketplace Makes them happier by removing annoying, low-leverage tasks Keeps your team aligned with your agency's growth goals Before they started using AI prompts to understand how to optimize a campaign or improve performance, their campaign managers were conducting huge Excel exports. Now they can focus on strategy. If you're the only one using AI in your agency, you're toast. You need to lead, train, and require your team to use these tools to become outcome-focused problem solvers rather than task executors. Stop Being Fearful. Start Doing If you're feeling fear around AI, that's normal. But you'll stay scared if you don't start using it. Phil's team didn't wait for a perfect moment; they're actively building, testing, and refining AI use across their delivery and ops. The agencies that will win over the next 3-5 years aren't the ones worrying about AI—they're the ones using it to solve bigger problems faster for their clients. 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.

Ready to ensure your business thrives beyond your tenure? Tune in to hear Dominic Rubino, a top business coach, on the Level Up Claims Podcast. Learn how to create a sustainable succession plan and understand the importance of gaining external experience for the next generation. Don't miss this chance to future-proof your legacy!   Highlights Effective succession planning and starting outside the company. Why do many contracting businesses fail in succession? Dominic Rubino's journey into business coaching. From business coach to building and selling multimillion-dollar businesses. Addiction to buying, growing, and selling companies. Challenges with family business succession planning. Importance of documenting business knowledge. Learning from outside the family business. Sending the next generation away for business experience. Recommended readings: Traction and Scaling Up. sing dashboards and SOPs for business control. Preparing the public and customers for leadership transition. Assessing whether successors have the capacity to lead. Importance of choice in succession planning. Importance of strategic planning for family benefit.   Episode Resources Connect with Galen M. Hair https://insuranceclaimhq.com hair@hairshunnarah.com  https://levelupclaim.com/ Connect with Dominic Rubino https://www.linkedin.com/in/dominicrubino/?originalSubdomain=ca   

This episode is unlike anything we've done before. We brought in two powerhouse guests, Adam Maggio and Mark Andrew, who are flipping the game with AI, blue collar funding, and smart business moves. These aren't just guys we know. They're operators, builders, and innovators changing how business is done in the trades and beyond. What we unpack: - How to use AI agents to handle sales, dispatch, SOPs, and customer service - Real-world examples of AI closing deals, evaluating businesses, and running ops - The future of trades in an AI-powered world (hint: it's bright if you're adapting) - Why white-collar jobs are more at risk than blue-collar ones - How to analyze a business, negotiate an LOI, and secure SBA funding—using AI - Tips for creating systems so your team can run at 70% of your ability and still win - The mindset shift from doing the work to building machines that do the work

If you're struggling with overwhelm, spending too much time on administrative tasks, or feeling like the "lone wolf" in your business, you will gain practical insights on how to delegate effectively to create more space for growth and top-notch client service. Join Erin and Steve as they speak with Meghan Early, owner and operator of Spring & Co. VA Services. She specializes in streamlining systems and creating more efficiency in health-focused practices and programs, working primarily with wellness practitioners. You will discover: How to overcome "lone wolf syndrome" and take the leap to bring support into your business Why creating SOPs is "a gift to your future self" and how to make them painlessly The real value a VA brings beyond just task completion Meghan's surprising perspective on AI in administrative support How to find the right fit when hiring team members Meghan is a fascinating guest, having received her Bachelor of Arts, her Diploma in Social Service Work, and her Masters in Peace Studies and Conflict Resolution from top universities. She brings these communication and critical thinking skills to ensure businesses run smoothly and clients feel cared for. Resources Mentioned: Download Meghan's free SOP starter kit: SOP Hub - A guide to support health practitioners take a step towards an organized and streamlined practice. Ready to build your own generous business without sacrificing what matters most? Join our Vision-Led Business coaching program at Superabound where we help entrepreneurs create sustainable growth while staying aligned with their values. Visit besuperabound.com/consultation to learn more.

What if your slow season could become your most profitable one? In this episode, guest host Rachel Lee take the mic to share her journey from booked-out creative to strategically building a business that runs beyond her physical presence. We talk about the mindset shift from service provider to systems creator, and how motherhood pushed her to rethink her work and time.In this Episode:How to “buy back” your time with freelancers and SOPs.Why packaging what you already use (like templates) can become your first digital product.How teaching just one small transformation can lead to impactful educational offersMentioned in this EpisodeNotionAffiliate Marketing JumpstartConnect With the Guestnarleefilms.cominstagram.com/rachelleefilmsinstagram.com/rachellee.mov youtube.com/rachelleepayhip.com/RachelLeeCoIf you're enjoying the content we're creating on the podcast and want to connect with others who are called to both, make sure you come join us in the PhotoBoss® with Joy Michelle Facebook Group! Join Now >>

​Visit ShopMarketingPros.com/chris to partner with a team that understands your business. Because every great shop deserves marketing that's just as great. Check out their podcast here: https://autorepairmarketing.captivate.fm/If you would like to join their private Facebook group go here: https://www.facebook.com/groups/autorepairmarketingmastermindIn In this episode, Coach Chris Cotton from Auto Fix Auto Shop Coaching delves into the critical role of structured workflow management within auto repair shops. He breaks down a comprehensive seven-step core workflow that guides the entire repair process—from the initial vehicle check-in, through diagnostics and repairs, all the way to the final customer pick-up. Chris emphasizes the necessity of establishing and maintaining clear standard operating procedures (SOPs) at every stage, explaining how these documented processes are essential for increasing shop efficiency, enhancing customer satisfaction, and ultimately driving greater profitability.Throughout the episode, Chris shares actionable advice for shop owners and managers on how to effectively document each step of their workflow and train their teams to follow these procedures consistently. He discusses common pitfalls that lead to chaos and inefficiency in the absence of SOPs, and provides practical strategies for overcoming these challenges. By implementing structured workflows, shop owners can streamline operations, minimize errors, and create a more organized and productive work environment.Additionally, the episode features a sponsorship from Shop Marketing Pros, a marketing agency that specializes in helping auto repair businesses grow their customer base and strengthen their brand presence. Chris highlights how partnering with industry-focused marketing experts can further support shop owners in achieving their business goals. Overall, this episode serves as a valuable resource for auto repair professionals seeking to reduce operational chaos, improve shop performance, and deliver a superior customer experience.​Introduction and Sponsor Message (00:00:12) Coach Chris introduces the podcast, highlights business innovation, and mentions Shop Marketing Pros as the episode sponsor.Why Workflow Matters (00:01:11) Chris discusses the chaos of a broken workflow and...

In this episode of Lunch With Norm, we sit down with Kashif Zafar, a leading voice in AI automation and eCommerce strategy, to explore how AI agents are revolutionizing the way Amazon sellers operate in 2025. Kashif shares real-world use cases of deploying AI agents to handle everything from customer service and inventory planning to ad optimization and keyword strategy — giving sellers back their time while increasing profit margins. You'll hear how smart sellers are no longer treating AI as just another tool — they're building systems that think, adapt, and scale with their business. Kashif breaks down the mindset shift required to win in today's AI-driven landscape, how to delegate decision-making to machines without losing control, and the major mistakes sellers are still making with automation. This isn't just about ChatGPT — it's about intelligent systems that run your backend, protect your margins, and help you scale faster than ever before. If you're still trying to keep up with manual tasks, inconsistent VA teams, or outdated SOPs, this episode will show you what's possible when you leverage next-generation AI tools built for Amazon sellers. Learn what's working now, what's coming next, and how to future-proof your business before it's too late. Whether you're an FBA seller, DTC brand, or eCommerce agency, this conversation is packed with high-level insights, tools, and tactical ideas you can implement today. Timestamps 00:00 – Amazon Ads Are Changing 02:37 – AI Innovation for Sellers 05:30 – AI as Digital Teammate 09:15 – Smart Brands Using AI 11:58 – AI Agents at Gentex 14:38 – How Agents Are Built 17:53 – Life as an AI Founder 20:46 – GenAI Use Cases 24:03 – Retailers Adopting AI 27:45 – Future of AI Agents 30:50 – Testing AI Tools 35:23 – Tool Selection Tips 40:35 – AI Image Optimization 43:58 – AI & Amazon Flywheel 47:13 – Live Audience Questions 50:01 – Getting Started With AI ______________________________________ This episode is brought to you by Flat World Network: Hey Amazon sellers, Norm here! I've just launched my new agency, Flat World Network. If your listings aren't converting or your sales have hit a ceiling, you're not alone. We help sellers unlock 30% more Amazon sales in just 90 days, using real strategies that work across listings, ads, and backend setup.

In this episode of the Scalable Law Podcast, I explore one of the most powerful tools for law firm management and long-term growth: Standard Operating Procedures (SOPs). If you're looking for a sustainable way to grow your practice, reduce overwhelm, and delegate with confidence, this episode is for you. Most law firms rely heavily on their practice management software—but without the right law firm SOPs, your systems are incomplete. SOPs are what create consistency, improve onboarding, and ultimately allow you to scale your law firm without it depending solely on you. Key Segments Understanding What Law Firm SOPs Actually Are SOPs are step-by-step documented processes that outline how tasks are completed in your law firm. While software like LEAP or Smokeball helps manage day-to-day operations, it's your SOPs that provide the structure and direction your team needs to use those tools effectively. The Cost of Operating Without SOPs Without documented SOPs, your firm relies too heavily on individual memory and inconsistent training. This leads to inconsistent service delivery, bottlenecks, and team burnout. SOPs are essential to reduce risk, improve performance, and ensure business continuity when key team members are absent or move on. The Areas in Your Firm That Need SOPs SOPs shouldn't just exist for legal work—they're critical across all departments. From opening and closing files, billing and trust accounting, to handling client intake, social media, HR onboarding, and document processing, every part of your practice needs structure to scale sustainably. Why SOPs Are Essential to Scaling a Law Firm SOPs allow you to create consistency, reduce duplication, and delegate tasks without confusion. They support faster onboarding, improve team accountability, and give you the freedom to step back from the day-to-day without quality slipping. When it comes to how to scale a law firm, SOPs provide the operational backbone that allows growth without chaos. How We Help Law Firm Owners Build SOPs Inside the Scalable Law Accelerator, we work closely with law firm owners to create SOPs that support high-performing teams and smooth internal operations. We provide templates, training, and support to roll out SOPs across every area of the business—helping you move from reactive to strategic. Your Next Step to Systemise and Scale If your law firm is still relying on informal processes or ad-hoc communication, start by documenting just one core task this week. Whether it's onboarding a new client or preparing a brief, take the first step in building a firm that runs on systems, not people. My Takeaway Building a scalable law firm doesn't start with flashy software or hiring more people—it starts with clarity. And clarity comes from systems. What I've seen time and time again is that law firms that invest in creating and implementing law firm SOPs grow faster, experience less chaos, and give their owners more freedom. If your firm still relies on memory, verbal instructions, or "how we've always done it", you're holding back your potential. Documented systems don't restrict you—they liberate you. SOPs are what allow you to lead, not just manage. If This Episode Gave You Clarity or Motivation... Share it with another law firm owner who's ready to grow—or leave a quick review on Apple Podcasts or Spotify. Your support helps more driven lawyers discover tools and strategies to scale smarter and build firms they truly love. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Is churn currently a problem with your agency clients? Are you aware of the reasons they decide to leave? It may be time to think hard about your onboarding process, client communication, and generally the ways you're ensuring client satisfaction. The difference often comes down to positioning: are you operating as a trusted advisor or simply completing tasks? Today's special guest knows that agencies that prioritize client satisfaction, embrace accountability, and focus on becoming trusted advisors rather than mere task completers are the ones that create truly loyal clients. As our Agency Scale Specialist, Darby Copenhaver, has closely observed the growth trajectories of numerous mastermind members and constantly communicates with them in their journeys. In this conversation, he and Jason get into the importance of strong communication and transparent onboarding processes to combat buyer's remorse and build trust. They also address the strategic use of AI to enhance efficiency and results, stressing that while AI can automate tasks, human connection and understanding clients' evolving needs remain paramount for long-term partnerships. In this episode, we'll discuss: How to prevent your clients' buyer's remorse. Your onboarding might be the problem. Stop ignoring current clients. Your secret retention weapon: ongoing discovery. 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. Why Your Clients Might Not Love You (Even if You're Getting Results) Ever feel like you're crushing it for clients, but then they ghost you or churn unexpectedly? There are several reasons why this could be happening and ways to stop it before it kills your momentum. Here's the truth: buyers remorse sets in immediately after a client signs. It's your job to kill that remorse with rock-solid communication and a frictionless onboarding experience. Most agencies think they're good communicators because they answer emails. But clients want more than tasks checked off. They want to feel seen, understood, and confident they made the right decision. If you're not proactively communicating wins (and misses), or if you let your PMs control the narrative without your oversight, you're setting yourself up for churn, no matter how “good” your delivery is. Your Onboarding Might Be Pushing Clients Away As Jason knows from recent experiences as a client, most agencies' onboarding is just an exhausting homework dump on clients who already told you their goals in the sales calls you recorded. Why are you making them repeat themselves, fill out giant forms, or wait for your scattered follow-ups? Your clients didn't hire you to do more work. They hired you to get results while saving them time. Break your onboarding into clear, easy phases, Reset expectations, Use the data you already have (like call transcripts and AI sorting) to fill in the blanks yourself. If you set clear timelines, communication rhythms, and how success will be measured in that first meeting, you'll position yourself as a trusted advisor, not another vendor barking for “assets” they've already shared. This is what makes clients relieved to work with you instead of stressed. Communication: Simple, But Rarely Done Right It's so important for any business to show that you're trustworthy, and you'll show that by doing what you say you'll do, when you say you'll do it. Too many agencies fail to communicate delays, let tasks slip, and think a monthly dashboard is enough. It's not. Dashboards alone mean nothing to most clients. Some need a quick Loom, some need Slack check-ins, others need a simple “Here's what we did, what's next, and why it matters.” Customizing your communication style shows your clients you're paying attention to them, not just copy-pasting your agency SOPs onto their business. This is how you become a trusted advisor, the person they call with challenges (not just tasks). That's how you become irreplaceable. So, which measures are you implementing at your agency to ensure - not just assume - that you know your clients are happy, not only with the results presented but also the overall experience? Want Clients to Stick Around? Be Human When was the last time you called a client you didn't personally sell or deliver on, just to check in and say, “Hey, I'm the CEO, here's my number if you need anything”? Most agencies never do this, but it's one of the simplest ways to build relationships that survive budget cuts and economic slowdowns. If clients only see you as a transaction, you're the first thing to get cut. If they see you as a partner, they'll fight to keep you. Want to take it further? Fly out and have dinner with your top clients once a year. Exchange stories, show them you care, and watch how your retention and upsells climb. Stop Leaving Money on the Table by Ignoring Current Clients Agencies love to yell, “We need more leads!” But often, your easiest growth is sitting right in front of you. If your clients trust you, they'll come to you with new problems—many of which you can solve or connect them with someone who can. This positions you as a problem solver, not an order taker. Instances like this are a great opportunity to be strategic, guide them, and reinforce how much you value the relationship. Results are awesome, but that value is what will take from being transactional to being a value relationship they'll fight to keep in times of economic uncertainty. Why Ongoing Discovery Is Your Secret Retention Weapon If you're selling to clients you can't grow with, you're setting yourself up for frustration. Too many agencies say “yes” to clients who aren't ready, don't want help, or can't commit to scaling. It's like hiring a personal trainer while refusing to stop eating cake every night. They might pay you, but they won't get results—and they'll blame you when they don't. And what about after you've found the right clients? Darby believes too many agencies forget that discovery isn't just for the sales process. Every client interaction should be a sort of ongoing discovery. Agencies that retain and grow accounts are constantly in ongoing discovery mode. As you bring success to clients their needs will evolve, their businesses shift, and what worked four months ago might be irrelevant today. If you're not in tune with those shifts, your agency becomes stale, and you'll get replaced. A challenge for agency owners: How are you staying aware of what's changing in your clients' businesses? Are you proactively checking in, asking about priorities, and aligning your services to what's happening right now? Or are you stuck on autopilot, delivering what they hired you for while missing what they actually need today? Stay curious, stay in discovery, and you'll stay essential. Communication Clarity: 411 vs. 911 To prevent the typical disconnect when clients are unsure of who to reach out to and for what, Darby and Jason recommend this simple but powerful tactic brought by Agency Mastery member, Travis. He tells clients exactly who to reach out to for “411” (info & updates) vs. “911” (emergencies). This eliminates confusion, speeds up communication, and prevents small issues from turning into big frustrations. And when you mess up—and you will—own it fast. Clients don't want spin or silence. They want the truth — fast. One agency Jason used messed up an ad so badly it was embarrassing, and instead of calling to own it, they hid behind Slack messages. Don't be that agency. Mistakes happen. What matters is how quickly and humanly you fix them. Be Human. Clients Crave It. At the heart of retention and growth is human connection. If your agency relationships feel like sterile transactions, you're replaceable. Clients want to feel seen and understood. If everything you share sounds like sugarcoated wins while their results lag, they'll start doubting you. Long-term, high-value clients come from humanizing your interactions—having real conversations, admitting mistakes, sharing wins, and being upfront about challenges. Clients don't want perfect robots; they want partners they trust. Don't Fear AI - Use It to Win Do clients want their agencies to use AI? Overwhelmingly, yes. They just don't what you to use it just to write articles and create crappy images, brands want their agencies using AI to get better results. According to a survey conducted by Audience Audit, 77% of brands are more likely to hire an agency seen as an AI expert, yet only 32% think their current agency is. This is a massive opportunity. But here's the key: don't use AI as a crutch to replace human strategy. Use it to collect, analyze, and interpret data faster so you can bring clients valuable insights and make micro-adjustments that drive real results. Clients want done-for-you solutions that leverage AI under the hood while preserving a human relationship on the front end. Just remember that clients don't care about your systems, your dashboards, or your internal processes if they don't lead to results. They want outcomes with as little friction as possible. AI can help you cut busywork, speed up insights, and refine strategy—but it's your human understanding and relationship that keeps clients paying, referring, and expanding their contracts. 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.

Today on “The Building Code”, Charley sits down in studio with two of the best in the business: Brad Leavitt of AFT Construction and Tim Coughran of Alderview Construction.   Brad and Tim pull back the curtain on how they went from lone-wolf contractors to respected leaders of systemized, scalable construction companies. From In-N-Out-inspired SOPs to onboarding processes that rival luxury brands, they share practical strategies for building smarter – not harder.   In this episode, you'll learn: Why custom homes still need standard systems How to use Buildertrend features like daily logs and QR-coded change orders to streamline jobs What real leadership looks like in growing your team and retaining talent Why your business needs to be a career path, not a stepping stone   Whether you're hiring your first office manager or juggling million-dollar builds, this episode will show you the power of process-driven growth.   Follow Brad and Tim on their Instagrams @aft_construction @alderviewconstruction Join “The Building Code” Facebook group: https://www.facebook.com/groups/thebuildingcodecrew/   FACEBOOK: https://www.facebook.com/buildertrend/ INSTAGRAM: https://www.instagram.com/buildertrend/  TWITTER: https://twitter.com/Buildertrend/ YOUTUBE:  / @buildertrend LINKEDIN: https://www.linkedin.com/company/buildertrend #Buildertrend #TheBuildingCodePodcast #ConstructionLeadership #CustomHomes #BuilderLife #ConstructionBusiness #AFTConstruction #AlderviewConstruction #Homebuilders

EPISODE 323 - THREE MILKSOPS EDITION. A Hines family reunion has put Kevin and Will in the same room with brother Brian, and so we take a slight sidestep from the Peter David / Todd McFarlane run to go to the end of Peter David' first long run on the Hulk. We look at Hulk 467, which features a slightly-in-the-future and maybe-alternate-reality Rick Jones looking back on a future we don't get to see. It's a poignant smart issue -- a fitting end to a tremendous Hulk run! Subscribe for bonus monthly episodes at screwitpodcasts.com Email us at screwitcomics@gmail.com