Podcasts about sops

Over the years, through coaching hundreds of MSPs, one recurring pattern shows up time and again: business owners who've built something great but are now the single point of failure. You're the one the team turns to for answers. You're the one the clients call on a Saturday morning. You're the one holding everything together, and that, my friend, is both the blessing and the curse of being a committed leader. But if we don't break that cycle, we burn out, stagnate, or worse, we limit the growth of the very business we've worked so hard to build.  In this episode, I tackle the fears and frustrations head-on. The fear of losing control. The worry that standards will slip if you delegate. The concern that clients will walk away if it's not you they're dealing with. And the unspoken one is what the hell will you do with your time if you're not fixing tickets, answering questions, or juggling 30 spinning plates at once? I get it. I've been there. And I work with clients every day who are going through this same transition.  But what if the real growth came not from doing more, but from doing less? What if leading meant choosing what to focus on, freeing up your calendar, and creating the space to think strategically? Because here's the truth, while you're stuck fixing, you cannot lead. While you're stuck being the bottleneck, your business can't move forward.  I talk about how important it is to find your “thousand pound tasks” which is the strategic work only you, the business owner, can and should be doing. It's not about abdicating responsibility, it's about putting systems, people and processes in place so you can finally step up and lead like the business needs you to. Whether it's building your leadership team, documenting your SOPs, or creating a clear cascade from vision to daily tasks, everything starts with making time. And that's exactly what this episode is all about.  I walk you through five practical steps that you can start using straight away to stop being the bottleneck and start leading with confidence. These include planning your week every Friday with clarity and purpose, blocking out your 10% strategic thinking time, and getting that one hairy task done each week that you've been avoiding. I cover how to better utilise your PSA and tech stack (without just stack-fiddling endlessly), and I encourage you to build accountability by joining a peer group or finding a buddy. Finally, I talk about hiring future leaders, not just doers, the kind of team members who lift you up, drive progress and free you to lead.  This episode also tackles the reality of burnout. I've seen it first-hand where MSP owners who haven't had a proper holiday in over a decade. That's not success. That's survival. And it's not sustainable. When you're permanently in the thick of it, there's no space to think, no time to innovate, and no energy left for the people who matter most at home. It's why so many owners end up resenting their businesses – not because they don't care, but because the business has become dependent on them in all the wrong ways.  I also share the importance of building value into your business. If you're thinking about exiting one day, whether that's in 3 years or 13, you'll want to create something that works without you. Buyers don't want bottlenecks. They want SOPs, leadership teams, and a well-oiled machine. That only happens when you start leading properly today.  So if you're ready to stop being the bottleneck in your MSP and start leading your team, your clients and your future with clarity and confidence, then this episode is for you. Take the five steps I share, start small, and make them stick. Because when you stop fixing and start leading, the doors really do blow off.  If you're serious about getting this right, make sure you grab the free Ultimate MSP Growth Guide – it's packed with tools and comparisons to help you decide what support you need, when you need it, and how to get the results you're after.  Connect on LinkedIn HERE with Ian and also with Stuart by clicking this LINK  And when you're ready to take the next step in growing your MSP, come and take the Scale with Confidence MSP Mastery Quiz. In just three minutes, you'll get a 360-degree scan of your MSP and identify the one or two tactics that could help you find more time, engage & align your people and generate more leads.  OR   To join our amazing Facebook Group of over 400 MSPs where we are helping you Scale Up with Confidence, then click HERE  Until next time, look after yourself and I'll catch up with you soon!   

In this episode, Scott sits down with AI expert Jonathan Mast, founder of Whitebeard Strategies, to break down how landscapers can actually use AI to save time, win more jobs, and grow their businesses faster.   Jonathan shares real-world examples of how AI can help with everything from writing emails and building SOPs to creating instant landscape mockups right in front of clients — and why landscapers who start using these tools now will have a major edge.   You'll also learn practical tips on how to "train" AI to sound like you, avoid rookie mistakes, and use it safely without risking your business info.   Ready to start using AI the right way (without sounding like a robot)?  

In this Chefpreneur Podcast episode, Andrés guides you through what it means to truly establish your operation as a business owner — not just a chef. This week kicks off the final trimester of Chefpreneur University, focusing on fulfillment and scalability. Learn the three core responsibilities of being a true CEO, the power of defining roles (even if you're the only team member), and how to install SOPs (Standard Operating Procedures) that create clarity, consistency, and confidence as you grow. Whether you're cooking solo or gearing up to build a team, this episode helps you:✅ Define your leadership role✅ Understand the importance of vision, decision-making, and culture✅ Learn how SOPs fuel team efficiency and client consistency✅ Hear real-life examples from Chefpreneur's own personal chef business✅ Get inspired to grow your company with or without a team 

In this brutally honest episode, Danny McMillan and Dorian dissect the realities of working in and with agencies. From client expectations to internal pressure, Danny opens with a stark insight: “You're taking on their pressure too — to turn the ship.” He reflects on how experience helps determine what truly works and what's just “proven strategy nonsense.” The Pitfalls of the Big Agency Portfolio Dorian highlights a harsh truth about agency structure: “You'll get the lowest experience manager assigned to your account. It just doesn't matter to them.” Clients are often drawn in by flashy portfolios, but in reality, smaller accounts get junior staff and rarely the attention of top talent. Danny reinforces this, noting how agencies scale through SOPs and “sweatshop workers,” saying: “Two out of ten account managers might be elite — the rest are filler.” Software + Managed Services = Locked-In Mediocrity Software companies that bundle software with account management often fall short. Danny explains that many account managers are “demo people” turned strategists, lacking deep PPC knowledge or cross-platform experience. “They run out of strategies by month two.” The root issue? The system trains people for one tool, not the dynamics of diverse, real-world businesses. AI & Automation: The Accountant Case Study Shifting gears, Danny shares how automation is reshaping his internal team. Manual tasks are disappearing, he reallocates those team members to high-leverage roles like data validation, dashboard reporting, and performance benchmarking. “Efficiency shouldn't equal job loss — it should mean more meaningful output.”   Manus AI: Autonomous Power Tool or Overhyped Wrapper? One of the most compelling parts of the episode is Danny's deep dive into Manus AI. While it runs on Claude, he insists it's far from just a wrapper: “Manus is like dealing with a human. It uses 30 native tools, runs its own checklists, and breaks down tasks autonomously.” Dorian explains how Manus scrapes, previews, and clicks through websites, operating with depth beyond ChatGPT. Danny recounts solving major business problems — from venue bookings to accounting automation — all in four days for just $240 in credits, declaring: “The ROI was absolutely fucking priceless.” Tool Talk: LM Studio vs. Manus Danny experiments with LM Studio, an offline local LLM platform. While it's promising for airplane-mode workflows, he admits it's clunky compared to Manus. His final take? “Do you want to fiddle with open source to save a few pennies or use something that just works?”  

What if your next sales or client came from a DM, a friend-of-a-friend, or a happy customer who couldn't stop talking about you?In this episode of Millions Were Made, Jessica Marx is joined by her right-hand, Brooke Dumas, to break down the exact referral strategies behind Tailored Premier's client acquisition model. Together, they share how referral programs drive powerful growth when set up correctly and why they're still one of the most underleveraged tools in most businesses.Whether you're service-based, product-based, or running a brick-and-mortar, Jessica walks you through the frameworks they use for their clients to turn satisfied customers into brand advocates and strategic partnerships into a steady pipeline.You'll learn how to structure your own referral program, what to offer, how to market it, and most importantly, how to take care of the people who are sending business your way.Highlights: (00:01) Why referrals built Jessica's business—and how you can replicate the model. (02:35) Why referral programs are low-cost, high-return acquisition channels. (05:27) How to structure payout models for high-ticket vs. low-ticket offers. (07:46) The compounding value of brand awareness through referral traffic. (09:40) Why customer experience is the real foundation of a strong referral engine. (12:06) How to nurture your referral partners to keep business flowing. (14:30) Jessica's SOPs and best practices for long-term referral partnerships. (16:08) The right way to qualify referrals before introductions are made. (18:34) The 3 core components of a high-converting referral program. (20:24) Why consistent follow-up and backend processes make all the difference.Connect with Jessica:Instagram: @millionsweremade | @thejessicamarxWork with Jessica: Tailored PremierWebsite: Millions Were Made

In this episode of The Dental Brief, host Patrick Chavoustie is joined by dental practice consultant Melinda Hereford to break down the hidden chaos in many dental offices—and how to fix it. They dive into the real meaning of efficiency vs. effectiveness, how to implement SOPs that actually work, and why streamlining your systems leads to higher profits, better teamwork, and improved patient care. About the guest: Melinda Hereford is the founder of Practice Management Consulting, a firm specializing in helping dental practices streamline operations and improve profitability. Since 1986, she and her team have provided hands-on consulting to address common challenges like lost patients, low team engagement, communication issues, and inconsistent revenue.With a master's degree in Business Management from UC Davis and decades of real-world experience, Melinda builds personalized, results-driven strategies that focus on the 20% of actions that drive 80% of the results—leading to stronger teams, smoother systems, and higher profits.Learn more at PracticeManagementConsulting.comFree Downloadable Offer: https://bit.ly/Statementless_Practice ***** SPONSOR: – Omni Premier Marketing: https://omnipremier.com/dental-marketing/ CONNECT: – Facebook: https://www.facebook.com/thedentalbrief/ – Instagram: https://www.instagram.com/thedentalbriefpodcast/ – LinkedIn: https://www.linkedin.com/in/dental-brief-podcast-564267217 – Patrick's LinkedIn: https://www.linkedin.com/in/pchavoustie/– Youtube: https://www.youtube.com/channel/UCd08JzybKfNH0v12Q9jf50w WEBSITE: – https://dentalbrief.com/

John Corcoran is a recovering attorney, an author, and a former White House writer and speechwriter to the Governor of California. Throughout his career, John has worked in Hollywood, the heart of Silicon Valley, and ran his boutique law firm in the San Francisco Bay Area, catering to small business owners and entrepreneurs. Since 2012, John has been the host of the Smart Business Revolution Podcast, where he has interviewed hundreds of CEOs, founders, authors, and entrepreneurs, including Peter Diamandis, Adam Grant, Gary Vaynerchuk, and Marie Forleo. John is also the Co-founder of Rise25, a company that connects B2B businesses with their ideal clients, referral partners, and strategic partners. They help their clients generate ROI through their done-for-you podcast service. In this episode… Many business owners set ambitious goals but struggle to achieve consistent results. Often, the missing ingredient isn't motivation — it's systems. Without clear processes and the right tools, even the most driven professionals can find themselves overwhelmed, misaligned, or spinning their wheels. John Corcoran tackles this issue head-on by emphasizing the importance of developing repeatable systems to build discipline and scale sustainably. Drawing inspiration from Atomic Habits by James Clear, John shares how he's applied simple, effective strategies to automate key business functions — such as using ActiveCampaign to build educational email sequences that nurture leads automatically. He also highlights the value of documenting every company process, crediting Adi Klevit of Business Success Consulting Group for helping companies create SOPs that enable smooth delegation and operational resilience. Tune in to this episode of the Smart Business Revolution Podcast as Chad Franzen interviews John Corcoran, Co-founder of Rise25, about the systems, habits, and relationships that support business growth. John discusses how to build stronger habits, the value of marketing automation, the role of process documentation, and the growing need for genuine human interaction in the AI era.

Want to grow and scale your plumbing business with proven strategies for sales, operations, and fulfillment? In this episode of Owned and Operated, we break down exactly how to build a successful plumbing company—from optimizing pricing structures and boosting conversion rates to training teams and improving customer experience. Hosts John Wilson and Jack Carr share their real-world experiences growing a profitable plumbing business, revealing hard-won lessons and key tactics that drive sustainable growth in the home service industry.Whether you're a plumbing business owner, contractor, or service entrepreneur, this episode is your go-to guide for mastering plumbing sales, improving operational efficiency, and setting up systems for long-term success. We cover essential topics like lead generation, sales funnels, service fulfillment, and the importance of dedicated sales and installation roles. Plus, we take you behind the scenes of our own journey—building a professional studio and reflecting on the realities of growing both a service business and a brand.

BUILD A BETTER BUSINESS | Systems are not just helpful; they are essential. In this episode, Dylan and Angela break down how strong systems can move your operations from survival to stability. They unpack common misconceptions about systems, the role of SOPs, and why documenting your processes matters at every stage of business growth.   Access Transition #1: Survival to Stability (Business Foundations) resources here.   Speakers: Dylan de Bruin, Co-Broker/Co-Owner Angela Fisher, Agent Development Director   Subscribe to the More Than More Podcast for new weekly episodes as we discuss building meaningful and impactful businesses, careers, and lives through real estate.   Apple Podcasts Spotify YouTube

Lately, I have been feeling stretched thin. There's a book called The 5 Types of Wealth by Sahil Bloom, and I was recently reflecting on the framework he breaks down in his book. I realized that my health had started to decline due to exhaustion and burnout. My business is thriving, and it has been an absolutely transformative year. We rebuilt our lead generation process, welcomed a hiring firm who complements our values-first approach, integrated a new website and third-party shipping platform, and streamlined our compliance procedures. When you're clear about what your goals are, it's easier to identify your hurdles and deal with them. Now I can see exactly where I am and where I'm going. I also recently took part in the ALT Experience with my longtime coach Kaeli Lindholm, and this also gave me space to reconnect with where I'm taking this business. Merging wellness into my aesthetics practice is me taking part in a global movement. People who invest in their bodies are looking for more integrative approaches. That's where the Wellness Aesthetic Fusion Method comes in—something I created because I wish I'd had when I started this journey years ago. This method is all about creating an elite patient journey with intention. It's a 3-step tiered program that guides you through providing wellness in your aesthetics practice including SOPs, compliance support, team building and hiring resources, a marketing playbook, and more. Whether you're a provider or clinic owner, this blueprint can help you bridge the gap between wellness and aesthetics.   The Wellness Aesthetic Fusion Method Tier 1: https://jessica-christy.mykajabi.com/the-wellness-aesthetic-fusion-workshop  The Wellness Aesthetic Fusion Method Tier 2 & 3: jessica-christy.mykajabi.com/the-wellness-aesthetic-fusion  Take our wellness quiz: beautyculturespa.com/wellness-planning-tool www.beautyculturespa.com @beautyculture.medspa

Tired of answering the same questions, fixing the same mistakes and doing everything yourself?In this episode, Corey Lewis, Two-Brain mentor and owner of Xtra Mile Fitness, shares how systemizing his gym with SOPs (standard operating procedures) has helped him save time, improve retention, onboard staff more efficiently and build a more profitable business. Creating SOPs doesn't have to be painful. Corey reveals his quick hack for writing them in minutes with help from AI, and he explains why systemizing even the smallest tasks—like opening the gym or cleaning equipment—can unlock massive growth. He also walks through his process for presenting SOPs to staff to get their buy-in and create a better client experience.Stop doing everything yourself. Tune in to learn how to buy back your time, reduce stress and run a more profitable gym.LinksGym Owners UnitedBook a Call  3:01 - How to create efficient SOPs7:04 - Presenting SOPs to your staff10:01 - When to review & update SOPs14:41 - Examples from Corey's mentees17:52 - Buying back your time

Scaling with Precision: The Power of Workflows & SOPs | Lisa Cimaroli The Entreprenudist Podcast https://entreprenudist.com At the Liquidity Event, sponsored by Insurance Claim HQ, Lisa Cimaroli | Founder of Roof Rider Academy dives into the importance of workflows and Standard Operating Procedures (SOPs) in scaling a business effectively. Learn how to delegate tasks, streamline operations, and build a solid foundation for long-term success.

Do you feel like you're constantly overwhelmed, forgetting things, or like you're starting every single elopement from scratch? If so, it's not a time management problem, but a systems problem. In this episode, we break down why creating standard operating procedures, otherwise known as SOPs, can transform the way you run your elopement photography business. We are talking about simple, repeatable workflows that make your life way easier!   During the conversation, we give you a better understanding of what SOPs are, how setting up even the most basic workflows can reduce burnout, and how we use systems in our own business to stay organized and sane.   If you're ready to stop reinventing the wheel and start feeling more confident, calm, and creative in your business, hit play now!   ElopementCon 2025 will be May 5th - May 8th Grab your ticket for just $9!    Connect with Megan:

Struggling with broken systems, team confusion, or SOPs no one follows?  In this episode of Sales Is Not a Dirty Word, operations strategist Gwen Bortner shares how to fix your business systems, improve delegation, and finally build scalable operations - especially if you're a creative or visionary entrepreneur who hates rigid structure. Gwen brings insights from 40+ industries and decades of experience helping women create sustainable success without burnout.  If you've ever thought, “I'm not a systems person,” but you still know you need them - this is for you. You'll discover:  ✔️ Why most SOPs are written for people you wouldn't hire (and how to fix that) ✔️ How to know if it's a system issue or a people issue ✔️ The surprisingly simple thing your team needs that almost no one includes in an SOP ✔️ The trick to delegating without becoming a micro-managing stress monster ✔️ The personality mismatch that might be sabotaging your operations (hint: it's not your fault)

Episode 316 - We go over issue 340, which is the iconic Hulk Vs. Wolverine battle with the even more iconic cover by Todd McFarlane. Wolverine's claws out, reflecting Hulk's angry face. We feel with this issue McFarlane has fully arrived. Peter David is also in fine form, and the result is the best issue in the run so far. For Loose Screws, Will discusses the movie Sinners and Kevin discusses the institution of sports. Stick around to the end for a Watchmen trivia quiz a listener sent if for us! --------- Subscribe to support the show and for bonus episodes at screwitpodcasts.com. May's bonus episode is a review of Action Comics #1. Email us any comics thoughts you have at screwitcomics@gmail.com  

Being a solopreneur is NOT easy! How do you know what to outsource and what to tackle yourself? There are many things to consider, so join us to unlock winning strategies with our expert, Carly Ries. Carly Ries is a marketing expert with nearly 20 years of experience. Since 2020, she has been the Fractional Chief Marketing Officer for LifeStarr and has cohosted The Aspiring Solopreneur Podcast. She also co-authored the upcoming book, Solopreneur Business for Dummies. Because of Carly's passion for helping solopreneurs, she's the perfect person to help us learn more about getting our work into the world and building thriving businesses.Show Highlights:Carly's smart tips for outsourcing: (It's a mindset thing! Being a solopreneur does NOT mean doing it all yourself!)Outsource things that don't bring you joy and aren't your genius work, so you can focus on high-quality work.Consider bartering for services with others.Put AI tools to work for you! Considerations in creating a business that works for your life and your ideal lifestyle. (Learn to reverse engineer!)Start small when it comes to outsourcing.Establish and document your SOPs.Instead of trying to do EVERYTHING, let people know what you do.Change your viewpoint! Turn social media platforms into true communities.Use AI to be more human and make more connections.Think about your pipeline and get creative with your downtime. Resources:Connect with Carly Ries: Website, The Aspiring Solopreneur Podcast, LinkedIn, and Solopreneur Business for DummiesConnect with Meg:ENROLLING NOW FOR THE FALL MENTOR PROGRAM beginning in August 2025. Click here for more information and sign up now! Explore the STaR Coach Community and see what's available there for you!Visit the STaR Coach Show YouTube Channel! Subscribe today! Join our live show taping on the 3rd Thursday of every month at 1 pm CT. Explore past episodes and other resources at www.STaRcoachshow.com.

In this conversation, Zach Acorn shares his journey in the screen printing industry, emphasizing the importance of strategic growth, operational efficiency, and effective employee management. He discusses the significance of documentation and standard operating procedures (SOPs) in maintaining quality and training staff. Zach introduces Print Plugs, a new resource aimed at connecting printers with opportunities and fostering community within the industry. He highlights the need for maximizing equipment utilization and the shift towards contracting as a means to enhance profitability and flexibility. The discussion underscores the importance of investing in youth and education to replenish the workforce in screen printing. In this conversation, Zach, Cole, and Gavin discuss various aspects of the printing industry, focusing on growth strategies, quality assurance, client engagement, and the importance of understanding production capabilities. They emphasize the need for proper certification pipelines, shop readiness, and the significance of establishing business boundaries to ensure profitability. The discussion also highlights the value of networking and education in driving business success.Powered by Merchtroop.com and seps.io Contact Zack HERE

Subscribe to DTC Newsletter - https://dtcnews.link/signupIn today's DTC Podcast, we sit down with Jeremy Horowitz, founder of Because Ventures, a private equity firm laser-focused on acquiring and scaling DTC brands doing $10M–$100M in revenue. Jeremy shares why VC funding often damages DTC brands and how PE can provide a more sustainable growth path for founders.https://because.ventureshttps://www.linkedin.com/in/jeremyhorowitz1/https://letsbuyabiz.xyz/subscribeKey Topics Covered:Why venture capital is usually a mismatch for DTC brandsHow PE firms like Because Ventures evaluate acquisition targetsThe #1 thing founders should do 6–12 months before sellingThe role of clean SOPs and financials in maximizing valuationHow WhatsApp marketing (through their acquisition of Coco AI) is the next SMS in EuropeBig Idea:VC is not designed for DTC brands; disciplined operations and a focus on profitable growth are the real success path.Timestamps00:00 - Top signals PE looks for when acquiring brands02:00 - Jeremy's journey from agency to SaaS exits to PE06:00 - What changed in the brand acquisition market since 202010:00 - Why VC isn't a great fit for DTC physical products14:00 - The dangers of scaling too fast with venture capital18:00 - How PE approaches growth differently from VC20:00 - Key traits of brands that are acquisition-ready24:00 - What founders should do 6–12 months before selling28:00 - The importance of industry benchmarks and P&L metrics30:00 - Inventory management, CAC payback, and repurchase rate32:00 - Inside Because Ventures' first acquisition: Coco.aiHashtags#DTCgrowth #EcommerceAcquisition #PrivateEquity #FoundersJourney #VentureCapital #CocoAI #BrandExitStrategy #ShopifyApps #WhatsAppMarketing #CashFlowTips Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

Want to grow your dental practice with more new patients but feel stuck? In this episode, Gary Bird breaks down the top three operational systems that every dental office must optimize to support true dental growth. Learn how phone coverage, schedule availability, and same-day treatment systems directly impact your ability to attract and retain patients. Avoid the costly mistake of pouring marketing dollars into a broken infrastructure. Discover how to streamline patient flow, improve conversion rates, and boost production fast. Stay until the end to access a free course on building scalable dental systems and SOPs.Connect with our Host Here ⤵️Website: https://smcnational.com/Website: https://thegarybird.comWant to Master The Business Side of Dental and get free resources?Visit ➡️ https://smcnational.com/dsoacademy*85% of DSO Academy students would recommend it to a friend!_________Join Gary Bird, founder of 3x Inc. 5000 fastest-growing company, SMC National, as he shares proven dental marketing strategies to attract a steady stream of new patients. Whether you're a solo practitioner or part of a larger group, Gary offers actionable insights to help your practice thrive. Tune in Monday through Friday for expert advice on the latest dental marketing trends, real-world challenges, and effective techniques to drive sustainable growth.

#372 In part two of our masterclass with Dave Menz, the Laundromat Millionaire, we shift from customer experience to the operational engine that drives a truly scalable business. Dave reveals how documented systems, strong SOPs, and empowered employees are the foundation of long-term success — not just in laundromats, but in any service-based business. From unclogging drains before they flood your store to building a business that thrives while you're on vacation, this episode is packed with tactical wisdom and real-world examples. We also explore innovative revenue streams, the truth about passive income, and how digital marketing is reshaping this traditionally overlooked industry. If you're serious about building a business that runs without you, class is in session again with Dave Menz! What we discuss with Dave: + Systems create true scalability + SOPs prevent costly emergencies + Maintenance must be proactive + Full-service laundromats win loyalty + Attended stores attract premium clients + Marketing works if product stands out + Revenue varies by market density + Partnerships can boost utilization + Always improve processes and systems + Humility and curiosity drive growth Thank you, Dave! Check out Laundromat Millionaire at LaundromatMillionaire.com. Check out Queen City Laundry at QueenCityLaundry.com. Follow Dave on Facebook and LinkedIn. Watch the ⁠⁠⁠⁠video podcast⁠⁠⁠⁠ of this episode! And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices

What unique challenges do you think each type of business faces when scaling? What does sustainable scaling mean to you, and what are some ways to avoid burnout as your business grows? In this episode, I share a behind-the-scenes look at my lean scaling system, developed from decades of experience working with founders and their right-hand leaders. I highlight the common pitfalls of scaling a business, especially when moving from multiple six figures to seven or beyond, and discuss how sustainable growth is all about making the right shifts in operations, leadership, and systems at the right time. Through personal stories and real client experiences, I talk about the unique challenges faced by both service and product-based businesses as they strive for higher levels of profit and impact. I introduce my certification programs designed for those looking to support founders as strategic, scaling-focused operations leaders—roles that go beyond SOPs and checklists to lead teams, manage systems holistically, and future-proof businesses. I emphasize the importance of investing in team members who can grow with your business and why having the right operations leader by your side is key for sustainable scale in today's fast-changing business landscape. If you want to learn more about my approach or are curious about strengthening the operations in your business, I invite you to join one of my upcoming open houses or workshops. It's a great way to discover how the lean scaling system and my certifications can help take your business to the next level. In this episode, I discuss: •    The Realities and Challenges of Scaling •    Business Cycles and Common Pitfalls •    Gaps in Existing Scaling Systems •    Scaling System and Its Unique Positioning •    My Certification Program     Ready to get out of the day-to-day operations of your business? A SOL (Strategy + Operations Leader) is the missing link between your vision and results that aren't dependent on you! Certify your existing right-hand or get support in hiring the right person: https://www.strategicopsinstitute.com/sol   Looking to go deeper and learn how to scale your business sustainably? SIMPLIFY TO SCALE will help you to reclaim your time, increase your impact and profit, and simplify your business as you scale to multiple-7 figures and beyond so you finally get to enjoy the success you worked so hard to achieve. Find out more at: https://www.leanoutmethod.com/scale   Ready to become a strategic leader who understands how to balance sustainable and scalable growth with operational efficiency? Join our SOL Collective, an elite and private community for Business Strategists and Operational Leaders who advise and support founders in scaling their businesses. Learn more at https://www.strategicopsinstitute.com/collective   Have questions? Want to explore partnering together to scale your business? Connect with me on my personal Instagram @cristagrasso or LinkedIn and let's start a conversation. If you loved this episode, please help us spread the word and reach more business owners like you by leaving a 5-star rating and review. Hit subscribe to be the first to listen to new episodes each Tuesday.  

In this episode, Raquel Gomes shares how female law firm owners can scale successfully, live guilt-free, and delegate like a pro. Learn how Stafi supports firms with top Latin American VAs, onboarding support, and proven systems. Today's episode is sponsored by Answering Legal. Click here to get started with your 400 minute free trial! Chapters (00:00:00) - Why, Most Law Firms Scale(00:00:34) - Meet Raquel Moreno(00:01:10) - Dealing with Women in Business(00:02:12) - Bringing a Virtual Assistant (VA) to Your Law Firm(00:06:57) - Answering Legal(00:08:01) - Top Law Firm Executives on Hiring Agents(00:15:02) - How to Build a Successful VA Team(00:21:20) - SOPs and Processes for Law Firms(00:25:16) - A Law Firm's 800+ Clients(00:26:43) - How to Connect with Staffy on LinkedIn

This week, Jeanette sits down with systems strategist and nonprofit pro, Stephanie Sloan, to talk about the power of systems, structure, and SOPs for CEOs who are ready to scale without chaos. If you're constantly putting out fires, reinventing processes, or feeling like your team can't move without you, this episode is your roadmap to clarity. Delegation isn't about losing control—it's about building systems that allow your team to thrive. Stephanie shares her own journey from burnout to breakthrough, and how trusting God and trusting systems helped her support mission-driven leaders with sustainable strategies.

In this game-changing episode of the Kaya Cast Podcast, we sit down with Theresa Dobrash from Seligson Law, a firm that specializes in guiding cannabis dispensaries through the legal labyrinth of the cannabis industry. Theresa, an expert in cannabis compliance, shares a wealth of knowledge that is essential for any dispensary owner aiming to navigate the complexities of regulations without stumbling. Dive into the ABCs of compliance as Theresa explains how to structure a robust compliance playbook that keeps your operation running smoothly and legally. Find out why it's crucial to appoint an accountability agent within your setup, understand the boundaries of compliance, and ensure your chain of custody is foolproof to avoid legal pitfalls.We'll also delve deep into practical strategies for handling surprise inspections and enforcement, designing efficient floor plans compliant with regulations, and setting up internal audits to keep your dispensary in check at all times. Theresa does not stop there; she reveals her insights on setting up SOPs that are comprehensive yet flexible enough to allow operational fluidity and growth.This episode is loaded with actionable strategies to fortify your dispensary's compliance structure, avoid common pitfalls, and set you on a path to success in the cannabis industry. Whether you're setting up shop or looking to refine your existing operations, this discussion with Theresa Dobrash is your roadmap to compliance confidence. Tune in to ensure you're not just surviving but thriving by staying compliant, efficient, and prepared for anything the regulatory landscape throws your way!Don't miss this comprehensive guide to navigating cannabis compliance with expert Theresa Dobrash – equip your dispensary for success today! Find out more about Seligson Law at:https://www.linkedin.com/in/theresa-dobrash/https://seligsonlaw.com/professionals/theresa-dobrash/ theresa@seligsonlaw.comHighlights:00:00 Introduction to Enforcement in Cannabis Compliance00:32 Welcome to the Kaya Cast00:57 The ABCs of Compliance01:18 Designating a Compliance Officer03:45 Setting Up a Compliance Program05:13 Preparing for Opening Day06:33 Common Compliance Challenges11:44 Creating Effective SOPs18:03 Adapting SOPs for Growth20:31 The Role of Compliance Officers21:59 Boundaries in Compliance22:59 Understanding Compliance and Chain of Custody23:54 Inventory Management in Dispensaries25:08 The Importance of Documentation28:14 Preparing for Inspections and Audits32:37 Floor Plan and Operational Changes37:51 Effective Inventory Counting Strategies41:18 Balancing Compliance and Practicality41:52 Conclusion and Contact Information#kayacast #cannabis

Send us a textShow Notes:Does the way your CSRs answer the phone, communicate with & onboard your customers seem to be inconsistent?Are the visual cues in your production areas as clear & concise as what you would find in a hospital ER or industrial plant? Are your Google or CSI reviews suffering due to delayed deliveries, poor communications or inconsistent quality?  The problem is simply the lack of Standard Operating Procedures (SOPs). This episode unravels the critical role of SOPs in shaping up your business, impacting everyone from your technicians to your most valuable asset - your customers. Discover the massive difference standard procedures can make in controlling the quality in your repairs and how this minor, yet significant change can reap major benefits. But it's not just about your collision repair business. SOPs are a game-changer across industries, from small enterprises to corporate juggernauts. Get practical insights on how to create and implement effective, easily understood SOPs that can streamline your operations and elevate customer satisfaction. This week, I'm re-sharing a ton of resources, tips, and methods, from an earlier episode, to get your SOPs up and running. And most importantly, learn why it's essential to have your employees on board with your SOPs from the outset.Let's switch gears and drive your business to its full potential. Grab pen & paper and take some notes... you're NOT going to want to miss this episode!Sign up for FREE to my "Quote of the Day" below: https://tinyurl.com/fv5xr68hSupport the showJoin our Mind Wrench mailing list!

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 of The Exit: Heather Schuck shares her journey from neuropsychology to baby fashion mogul to co-founding Elevated Exit, where she helps founders build sellable businesses. Drawing from her own burnout-driven exit, she reveals hard truths about SOPs, real business assets, and the power of a compelling growth story. She discusses timing, AI integration, and why many founders regret PE earn-outs. Whether you're planning years ahead or already itching to move on, Heather's straight-talking advice offers a smart, strategic lens on what it really takes to exit well—and why you should start preparing long before you think you're ready. -- Heather Schuck is a dynamic sales and marketing strategist with over 20 years of experience helping businesses optimize their internal sales and marketing systems to increase their valuation and position them for successful exits at higher multiples. She works closely with CEOs and founders to refine their go-to-market strategies and create a robust, data-driven sales pipeline to support near-term growth projections, positively impacting investor confidence. With over $300 million in attributed revenue, Heather has a keen ability for identifying new growth opportunities, deep insight into customer behaviors, and a proven track record of aligning marketing with sales to close high-ticket deals faster. Her ability to create actionable growth plans and implement efficient, lean operations to maximize revenue without overspending on customer acquisition or retention makes her an invaluable asset for companies looking to boost their valuation before an exit. Heather on LinkedIn: https://www.linkedin.com/in/heatherlschuck/ Website: https://elevatedexitpartners.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 divorce was never meant to break you but to build the version of you that you were always meant to become?   Today, I'm joined by Rochelle Moffitt, founder of the Tickled Pink Agency, who shares her story of going from a stay-at-home mom with no income to building a thriving, soul-led personal branding agency. We talk about what it really takes to start your own business after divorce, especially when you're starting from scratch, facing financial stress, and second-guessing whether you have what it takes.   If you're wondering how to build something of your own while raising kids, navigating co-parenting, or juggling all the things, this episode is for you.   Resources Mentioned: Join my signature coaching program, ReNewU, for divorced moms who want to create an online coaching business and make $2,000 - $5,000 per month (even if you have no idea where to start!): https://products.ambershaw.com/renewu   What We Discuss: Starting messy, ditching perfection, and choosing speed Turning dyslexia into a business superpower How Rochelle built a business around motherhood and flexibility Simple branding tips for early-stage entrepreneurs Why done is better than perfect (especially when you're a new entrepreneur) How to balance business with being a single mom Rochelle's secret to managing time and avoiding burnout The mindset shift from business owner to CEO SOPs, delegation, and getting out of your own way Revenue streams, retainer clients, and real money talk Why mentorship and community are non-negotiable   Key Takeaways: “I didn't have a choice. I had to figure it out—and fast.” – Rochelle Moffitt “Perfection was never the goal. Momentum was.” – Rochelle Moffitt “Your story is the brand. The business grows from there.” – Rochelle Moffitt   Find more from Rochelle Moffitt: LinkedIn: https://www.linkedin.com/in/rochellemoffitt/ Website: tickledpink.agency Instagram: https://www.instagram.com/rochelle.was.here/   Find more from Amber: Instagram: @msambershaw Website: ambershaw.com  Youtube: https://www.youtube.com/@msambershaw

Send us a textThis episode features Nick Brunacini, Terry Garrison, and John Vance.We want your helmet (for the AVB CTC)! Check this out to find out more: https://www.youtube.com/watch?v=Qg5_ZwoCZo0Sign up for the B Shifter Buckslip, our free weekly newsletter here: https://lp.constantcontactpages.com/su/fmgs92N/BuckslipShop B Shifter here: https://bshifter.myshopify.comAll of our links here: https://linktr.ee/BShifterPlease subscribe and share. Thank you for listening!This episode was recorded at the AVB CTC in Phoenix, AZ on April 17, 2025.Creating a positive fire department culture drives better service both inside and outside the organization, ultimately leading to safety and success for everyone involved.• Culture is more powerful than rules, regulations, and SOPs in guiding behavior• A "Way" document preserves cultural values and helps transmit them to new members• Effective customer service requires treating firefighters well so they can treat citizens well• Organizational boundaries must be established and enforced consistently to maintain culture• Safety culture requires accountability at all levels and cannot be overlooked by supervisors• New fire chiefs should build on organizational strengths rather than change things for change's sake• Leadership should focus on personal power rather than positional power to gain true buy-in• Training and operations must align under a common vision focused on the work• After-action reviews help reinforce cultural values through honest assessment without blame• Good crews will intervene to help each other maintain professional standards with customersRemember, you will resent and resist any supervision you receive that you don't need. Good leaders understand when to provide guidance and when to get out of the way.

The power industry supply chain is facing unprecedented strain as utilities race to upgrade aging infrastructure against a backdrop of lengthening lead times and increasing project complexity. This supply chain gridlock arrives precisely when utilities face mounting pressure to modernize systems. As the industry confronts this growing crisis, innovations in procurement, manufacturing, and strategic planning are essential. “Utilities can optimize their supply chain for grid modernization projects by taking a collaborative approach between the services themselves and how they can support the projects, as well as having a partner to be able to leverage their sourcing capabilities and have the relationships with the right manufacturers,” Ian Rice, senior director of Programs and Services for Grid Services at Wesco, explained as a guest on The POWER Podcast. “At the end of the day, it's how can the logistical needs be accounted for and taken care of by the partnered firm to minimize the overall delays that are going to naturally come and mitigate the risks,” he said. Headquartered in Pittsburgh, Pennsylvania, Wesco is a leading global supply chain solutions provider. Rice explained that through Wesco, utilities gain access to a one-stop solution for program services, project site services, and asset management. The company claims its tailored approach “ensures cost reduction, risk mitigation, and operational efficiencies, allowing utilities to deliver better outcomes for their customers.” “We take a really comprehensive approach to this,” said Rice. “In the utility market, we believe pricing should be very transparent.” To promote a high level of transparency, Wesco builds out special recovery models for its clients. “What this looks like is: we take a complete cradle-to-grave approach on the lifecycle of the said project or program, and typically, it could be up to nine figures—very, very large programs,” Rice explained. “It all starts with building that model and understanding the complexity. What are the inputs, what are the outputs, and what constraints are there in the short term as well as the long term? And, really, what's the goal of that overall program?” The answers to those questions are accounted for in the construction of the model. “It all starts with demand management, which closely leads to a sourcing and procurement strategy,” Rice said. “From there, we can incorporate inventory control, and set up SOPs [standard operating procedures] of how we want to deal with the contractors and all the other stakeholders within that program or project. And that really ties into what's going to be the project management approach, as well in setting up all the different processes, or even the returns and reclamation program. We're really covering everything minute to minute, day to day, the entire duration of that project, and tying that into a singular model.” But that's not all. Rice said another thing that sets Wesco apart from others in the market is when it takes this program or project approach, depending on the scale of it, the company remains agnostic when it comes to suppliers. “We're doing procurement on behalf of our customers,” he said. “So, if they have direct relationships, we can facilitate that. If they're working with other distributors, we can also manage that. The whole idea here is: what's in the best interest of the customer to provide the most value.”

EPISODE 315 - We continue our coverage of the Peter David / Todd McFarlane run on The Incredible Hulk. This issue, the theme is fathers and more specifically abusive fathers. The "enemy" such as it is, is a super-powered child who has lost his father and sees his caretaker threatened. The Hulk talks a big game about not caring but in the end, does the right thing. This story picks up a thread that has now become a major fixture in Hulk lore -- that Banner's father abused him, perhaps creating the suppressed anger and pain that would someday emerge as The Hulk.  The origin of this idea is not this story. That started in a Bill Mantlo story from Hulk 312. But as Kevin points out, it seems Mantlo stole that story from a not-yet-published Barry Windsor-Smith comic. Former Marvel editor-in-chief Jim Shooter wrote about that here: http://jimshooter.com/2011/06/plagiaris.html ----------- Subscribe at screwitpodcasts.com for bonus monthly episodes. Join our free Discord, also at screwitpodcasts.com Email us at screwitcomics@gmail.com  

This week's episode is such a special treat for anyone who was at Level Up Your Listing Summit. You'll remember Marisa Grover, who was one of our incredible Rising Stars this year. When I asked her on stage during the Rising Stars Panel "what's next for you?", she shot her shot and said her 2025 goal is to be a guest on No Vacancy... and here it is! Our episode together! Marisa is a GENIUS when it comes to systems and SOPs (standard operating procedures). If you think you've figured out how to document your business practices... think again. Marisa breaks down for us what it actually looks like to have REAL systems that let you step away from your business. Work with Marisa → https://withmarisa.co/ Connect with Marisa Check out the Hello & Welcome podcast Thank you to my sponsors! Lodgify - Link Receive 20% off Lodgify's most powerful plans with code NoVacancy20 at checkout Proper - Link Visit the link to claim your free risk assessment with Proper. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shreya LaCock, marketing specialist at SEO For Hire, shares the inside world of SEO recruitment and agency hiring. From spotting green flags in potential SEO agencies to navigating gender gaps in job applications, Shreya brings both personal experience and professional wisdom. You'll also hear what makes an onboarding process successful, the overlooked “honeymoon phase” of hiring, and how to make sure you're building the right team for long-term growth.Whether you're an SEO agency, a business owner looking to hire, or a curious marketer wondering what it takes to break into the SEO world—this episode is packed with gems you don't want to miss.

In this episode of “Moving Medicine Forward” – The Podcast, Jamie Meisenhelder, Chief Administrative Officer (CAO) at CTI, joins us to reflect on her unique journey from law to leadership and how she oversees CTI's legal, QA, and administrative functions. She shares how her team supports clinical trials, tackles global regulatory challenges, maintains quality standards, and keeps patient trust as the focus. Plus, we explore the future of clinical research and what it takes to stay competitive in an evolving industry.   00:48 Jamie Meisenhelder, CAO of CTI, joins to discuss the roles of QA, legal, and administrative teams.  01:14 Jamie shares her unique path from litigation and finance to joining CTI as a corporate attorney.  01:40 Overview of Jamie's responsibilities: legal, QA, executive admin, and special initiatives.  02:27 How Jamie manages strategic, legal, and QA duties since stepping into the CAO role.  03:15 Her previous experience as Chief of Staff and how it prepared her for broader leadership.  04:07 Strategies for aligning executive leadership and communicating priorities across departments.  05:33 Moving quickly while maintaining quality in contracts and clinical trial agreements.  06:14 Tackling audits, validations, and regulatory demands in global clinical trials.  07:13 CTI's approach to managing regulations across regions and the role of QA in this evolution.  08:05 Use of SOPs and how consistency is ensured in global projects.  09:27 How a patient-first approach at CTI mitigates legal and reputational risks.  10:06 Jamie reflects on changes in legal and regulatory landscapes during her time at CTI.  11:02 The critical role of confidentiality and how it supports patient trust and sponsor confidence.  12:14 Challenges and opportunities for contract research organizations, focusing on competition, efficiency, and talent retention. 

Documentation Hierarchy and Best Practices in Quality Systems with Aaron SnyderIn this episode of Let's Combinate, host Subhi Saadeh is joined by Aaron Snyder, the creator of Quality Systems Explained and a seasoned consultant in regulated quality systems. The discussion revolves around the critical role of documentation in quality systems, which serves as the backbone of compliance. Key topics include the hierarchy of regulations, document management best practices, the intricacies of quality manuals, and the critical distinctions between SOPs and work instructions. Additionally, they explore the interconnectedness of document control and training, emphasizing the importance of defined roles and responsibilities within organizations. Listeners are provided with insights into establishing and maintaining effective documentation systems while ensuring adherence to regulatory requirements.00:00 Introduction and Guest Introduction00:37 The Importance of Documentation in Quality Systems01:30 Hierarchy and Structure of Documentation02:44 Standard Operating Procedures (SOPs) vs. Work Instructions11:22 Document Control and Change Management15:52 Roles and Responsibilities in Quality Systems18:20 RACI Matrix and Its Importance20:47 Common Issues in Documentation and Training25:25 Conclusion and Where to Find More InformationAaron Snyder is a quality management systems expert and the founder of Quality Systems Explained. He previously served as VP of QA at Allotex and has held roles at Fresenius Kabi, Molnlycke, Waters Corporation, Covidien, Cardinal Health, and General Electric. With extensive experience across pharmaceuticals, medical devices, and combination products, Aaron is also a member of the AAMI Faculty, teaching several courses on various QMS topics. An avid content creator, he dissects, presents, and teaches QMS and cGMP topics on his YouTube channel, Quality Systems Explained.Subhi Saadeh is a Quality Professional and host of Let's Combinate. With a background in Quality, Manufacturing Operations and R&D he's worked in Large Medical Device/Pharma organizations to support the development and launch of Hardware Devices, Disposable Devices, and Combination Products for Vaccines, Generics, and Biologics. Subhi serves currently as the International Committee Chair for the Combination Products Coalition(CPC) and as a member of ASTM Committee E55 and also served as a committee member on AAMI's Combination Products Committee.For questions, inquiries or suggestions please reach out at letscombinate.com or on the show's LinkedIn Page.

Rob Anspach interviews Ari Meisel on the replaceable founder, SOPs, do less, KPIs, biohacking, Joe Polish, Tim Ferris, racking leaves, productivity and AI. The post Ep 340 – Do Less, Live More first appeared on Rob Anspach's E-Heroes.

Subscriber-only episodeFacing the perpetual question of "how long should this task take me?" is something every entrepreneur struggles with. The truth? There's no one-size-fits-all answer—it genuinely depends on multiple factors unique to you and your situation. Whether you're navigating new technology, learning software, or implementing unfamiliar processes, your initial timeline estimates are likely way off.The revelation that transforms time management isn't a magic formula—it's understanding that testing a process once tells you almost nothing about how long it will typically take. You need at least three attempts at any new task before you can establish a reliable baseline. With each iteration, you'll naturally discover shortcuts, develop muscle memory, and refine your approach. What initially took three hours might eventually require only 75 minutes once you've mastered the workflow. This three-attempt rule applies universally, whether you're editing videos, creating landing pages, writing sales emails, or designing opt-ins.Documentation becomes your secret weapon in this process. Recording your screen while narrating your actions creates an invaluable resource that serves multiple purposes—from creating SOPs to eventually delegating tasks. Transform these recordings into checklists using tools like Zoom for recording and ChatGPT for organizing transcripts. The result? A systematic approach to tasks that eliminates guesswork, allows for accurate scheduling, and ultimately creates space for the high-impact work that truly grows your business. Ready to apply these principles to your sales process? Join my upcoming SmartSell Sprint where we'll refine your existing product offerings without rebuilding from scratch—focusing instead on the critical tweaks that connect with your audience and drive conversions.Join the Smart Sell Sprint.

Systems & Processes That Drive Profit with Adi Klevit   Chaos is expensive. In this episode of The Profit Answer Man, we crack the code on how documented systems aren't just nice-to-have—they're the missing multiplier in your business's profitability formula. If you're tired of being the bottleneck, constantly putting out fires, and never getting ahead, it's time to trade the hustle for high-performance systems that scale. Our guest, Adi Klevit, reveals how business owners can create a self-operating machine by implementing and optimizing their processes.  Spoiler alert: Systems aren't the enemy of creativity—they're the foundation of freedom.    In This Episode, You'll Learn:  Why most entrepreneurs resist creating processes—and how that resistance kills profitability. The difference between organized chaos and scalable clarity. How systematization frees up your mental space AND cash flow. The connection between process documentation and higher business valuations. Why your SOPs are your secret weapon in scaling and exiting.    Key Takeaways:  “Freedom comes from structure.” Entrepreneurs crave autonomy, but lack of documented processes is what traps them in day-to-day firefighting. Systems are your escape hatch. Systematize for scalability. Want to sell your business or open new locations? Investors and buyers care about repeatability. That means documented processes. Retention tool: Losing a key employee shouldn't threaten your operations. When SOPs are in place, you retain knowledge even if you lose people. Consistency = trust = profit. Standardized delivery builds a brand customers trust—and trust drives referrals and lifetime value. Build your business to sell, even if you're not planning to. Systematizing gives you options—scale, step back, or cash out.    About Adi Klevit:  Adi Klevit is the visionary founder of Business Success Consulting Group, where she helps business owners build scalable, efficient organizations. With a 25+ year background as an Industrial Engineer and management consultant, Adi turns complexity into clarity. She's a process queen and people whisperer—combining strategy and operations into a powerhouse system that frees business owners to thrive.  She's also the host of the Systems Simplified podcast, where she interviews top entrepreneurs about the systems behind their success.    Conclusion:   Systems Drive Profit. What's the true cost of not having processes? Missed profits. Burnout. Lost opportunities. Adi makes a compelling case that processes are profit levers—and that the business owner's role is to step back, build systems, and lead with clarity. As EOS, Traction, and Scaling Up all emphasize: documented, followed-by-all processes are a non-negotiable for sustainable growth.  If you're ready to turn chaos into cash flow, this episode will show you how.    Links:   Website: https://bizsuccesscg.com  Podcast: https://bizsuccesscg.com/podcast/  LinkedIn: https://www.linkedin.com/in/adiklevit/  Link to schedule free process mapping session: https://calendly.com/meetwithadi/free-process-mapping-session    Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

Lee Stuart is back again, but this time he's in the co-host seat. It's been a long time coming, but we're stoked to be talkin' shirt with Mr. President himself, Ross Hunter of ROQ. This monster of an episode will surely put you at ease regarding the state of the industry, grow your brain a few sizes, and pump you up with so much motivation that you could run through a brick wall. You'll see. Topics of discussion include: Lee's new space and DTF venture, AI customer service, travel pains, new equipment and automations from ROQ, print on demand, shop collaborations, some speculation on a combo DTF Printer-Press and carrier sheet waste reduction, the state of the industry around the world, pushing promo products, online stores, realistic purchases, utilizing lean methodology, SOPs and Kanban systems, ROQ's partnership with Grimco, and the stark contrast between Dilly and Lee's Youtube algorithms.

HE BUILT 50 STR UNITS AND STILL WORKS A 9–5.Ron Curtis didn't quit his job.He just built a business so efficient that he didn't have to.In this episode, Ron breaks down how he:Turned a $3,700 house hack into a 50-property portfolioCleared over $10K in credit card debt and now manages $300K in available creditUses his 9–5 income to fuel real estate moves without burnoutBuilt systems, VAs, and SOPs to scale without stressTeaches financial literacy by living it, not just posting about itYou'll also learn:Why relationships > money in cohostingThe mindset shift that tripled his capacityAnd how he helped one client buy a $1M building, just from Airbnb cash flowThis episode is proof you don't need to quit to win.04:30 – Market Momentum: Flips, Deal Flow, and Fear-Based Opportunity09:00 – Financial Literacy First: Foundational Principles for Entrepreneurs13:30 – Zero to Fifty Listings: Scaling with Systems and Strategic Partnerships18:00 – Designing Teams for Freedom: SOPs, VAs, and the Org Chart Blueprint22:30 – The Mindset Shift: Working On the Business, Not In It27:00 – Simplify to Scale: Letting Go of the Noise and Focusing on ROI31:30 – Buying Back Time: Vertical Integration and Efficiency Hacks36:00 – Real Client Wins: How STR Cashflow Changed Lives and Bought Freedom41:00 – House Hacking & Books That Sparked a Million-Dollar PortfolioGuest Bio:Ron Curtis is a native Washingtonian and the founder of a short-term and mid-term rental management business based in the Washington, DC area. Ron's journey into short-term rentals started with house hacking—he leveraged first-time homebuyer programs to purchase his first home, a turnkey $423,000 property, for just $3,700 out of pocket. He converted his basement into a studio efficiency and listed it on Airbnb. As Ron traveled, he realized his basement was consistently booked and covering his mortgage. That's when he fell in love with the concept of Paycations—earning passive income while exploring the world. He built an automated, scalable business model that allows him to manage rentals from anywhere with just WiFi and a reliable cleaning team. Over the last 3.5 years, he has organically grown from managing one property to 50—all while working a full-time 9–5 government job in DC. Ron loves to share his insights on scaling a short-term rental business, automation strategies, and how others can achieve financial freedom through short-term rentals. Guest Link:www.instagram.com/wavy_stayGet FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com

Want to stand out in a sea of sameness? It starts with a customer experience that actually converts.In episode 179, I'm joined by customer experience strategist Nadine Nethery, who's breaking down how to build a thoughtful, streamlined, and stand-out client journey—from inquiry to delivery and beyond. Whether you're a service provider, course creator, or photographer, these practical ideas will help you create an experience your clients can't stop talking about.Tune in now and start building a client experience that does the heavy lifting for you—then head to the show notes (aka scroll below) to grab Nadine's free private podcast, Mastering CX.

In this episode of the Real Estate Investing School Podcast, host Joe Jensen sits down with luxury realtor and seasoned investor Shane Wilde. With a track record of helping clients earn 12–20% ROI and a portfolio rooted in high-end properties across Utah, Shane shares his approach to blending entrepreneurial vision with hyper-local expertise. He opens up about how a pivotal moment as a new dad drove him to quit his 9-to-5 and go all-in on real estate. Now, with years of short-term rental and motel experience under his belt, Shane talks strategy, systems, and scaling smart—from Airbnb arbitrage to creative financing and spec home builds. The conversation goes deep into the value of saying “no” to the wrong opportunities, front-loading effort, and building SOPs to streamline success. Shane and Joe explore why real estate is the ultimate creative outlet, how investing as an agent gives you an unfair advantage, and why freedom isn't just a result—it's the intention behind every smart move. Whether you're trying to scale your portfolio, optimize your systems, or find your own unfair advantage, this episode is packed with insights to help you level up. Book a free real estate investing strategy call! No experience necessary. Check out the Real Estate Investing School Youtube Real Estate Investing School Instagram Brody's Instagram Joe's Instagram Shane's Instagram

#354 What happens when a retired professional athlete dives headfirst into an industry he knows nothing about? In this episode hosted by Brien Gearin, Lee Stuart shares how he went from professional motocross rider to the founder of Rogue Lab, one of the top screen printing and branding shops in Canada. With zero experience, Lee took his last $300 to start a clothing brand, and after facing repeated setbacks with outside vendors, he built a full commercial print shop in his basement — investing $50K into equipment he'd never used. He talks about going viral on YouTube by documenting his journey, how he scaled from solo printer to a growing team, and why lean systems, relentless self-education, and value-based pricing helped him build a premium business. Lee also reveals how he expanded into fulfillment, brand design, and custom transfers, creating new income streams and positioning Rogue Lab as a creative powerhouse! What we discuss with Lee: + From pro rider to entrepreneur + Started with $300 and a vision + Built a $50K home print shop + Pivoted YouTube channel for growth + Faced backlash, then went viral + Scaled team with SOPs and systems + Introduced fulfillment for big brands + Embraced lean manufacturing + Uses value-based pricing + Turned Rogue Lab into a lifestyle brand Thank you, Lee! Check out Lee Stuart at LeeStuart38.com. Check out Rogue Lab at RogueLabMFG.com. Follow Lee @leestuart38 on all social platforms. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Watch here: https://youtu.be/BbypHaRpOtAAbout the Guest: Victoria Hajjar is the founder of Ugli Ventures and a marketing strategist with deep experience building brands from the inside out. With a background that spans A&E, real estate development in China, and leading marketing departments for high-growth companies, Victoria has learned to build marketing engines that are scalable, measurable, and ready for acquisition. Her superpower? Turning messy marketing into a growth asset—fast.Summary: In this episode of How2Exit, host Ron Skelton sits down with Victoria Hajjar, founder and CEO of Ugli Ventures, for an energetic, no-fluff conversation about what it really takes to build a marketing machine that adds value in an M&A context. Instead of chasing vanity metrics or relying on branding for branding's sake, Hajjar breaks down the systems, scorecards, and human factors that make marketing a driver—not a passenger—of enterprise value. Whether you're a seller prepping for exit or a buyer looking to avoid post-acquisition marketing disasters, this is required listening. Victoria doesn't just theorize—she's been on the acquisition side and knows firsthand what it looks like to inherit a marketing mess… or a marketing moat.Key Takeaways:Marketing departments often feel the most vulnerable in acquisitions because buyers usually already have their own team. But dismissing the seller's marketing team too quickly risks losing the local expertise and systems that are driving current revenue.Buyers should pause before overhauling anything—Victoria recommends a 60-90 day observation window before making marketing changes post-acquisition.Most sellers don't have a documented, measurable marketing system, and this lack of structure reduces perceived business value.Brand value isn't just logos or followers—it's trust, relationships, and conversion rates. You need to prove that your audience responds to your messaging with measurable action.Having one “rainmaker” on the marketing team is risky. Buyers want marketing systems that are transferable and not tied to individual talent.Scorecards, SOPs, and a full-funnel strategy (not just top-of-funnel lead gen) are what differentiate valuable marketing machines from chaotic ones.AI can't replace human accountability. You can use AI tools for implementation and analysis, but you still need a human to own the marketing outcomes and make judgment calls.Hyper-personalization is the future of marketing. With AI, customers will expect messages tailored to their unique context. Businesses need to prepare for that now—or get left behind.--------------------------------------------------Contact Victoria onLinkedin: https://www.linkedin.com/in/victoria-hajjar/Website: http://www.ugliventures.com/--------------------------------------------------

Steve Guberman is the Founder of Agency Outsight, a firm that guides creative, digital, and marketing agency owners toward achieving sustainable growth and overcoming operational challenges. He is a seasoned professional with over 25 years of experience in the creative, marketing, advertising, and public relations industries. In 2006, Steve founded his creative agency, which he successfully led for a decade before its acquisition by a PR firm in 2015. Following the acquisition, he played a pivotal role in transforming the firm into a full-service strategic communications agency. In this episode… Many agency owners chase arbitrary goals like hitting a million in revenue or building a business to sell — only to find themselves overworked, underpaid, and disconnected from their original purpose. They end up stuck in day-to-day operations, unsure how to scale without sacrificing their sanity or team morale. So, how can agency leaders set meaningful goals, increase profitability, and build a business that supports their lifestyle? Steve Guberman, a creative, marketing, and advertising world veteran, shares hard-earned lessons on escaping the burnout cycle and growing with purpose. He emphasizes identifying your “why” before setting business goals, urging agency owners to avoid copycat goals, and reverse-engineer outcomes based on lifestyle and financial needs. He outlines how niching became the key to higher pricing, authority, and operational clarity. From setting up SOPs to tracking profitability and leveraging strategic partnerships, Steve breaks down systems that create long-term agency sustainability. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Steve Guberman, Founder of Agency Outsight, about building an agency that aligns with your personal and professional goals. Steve discusses the dangers of vague growth metrics, the importance of niching for clarity and profitability, and how to systematize operations. He also shares insights on delegating, managing retainers without discounts, and forming smart agency partnerships.

In this episode of The Entrepreneur Gene, host Laurie Barkman sits down with Nick Hutchison, CEO and Founder of BookThinkers. They discuss Nick's entrepreneurial journey, how books changed his life, and his rebellious nature that drove him to create successful businesses. Nick shares key decisions and challenges in scaling BookThinkers, emphasizing the importance of systems and strategic growth. The conversation also touches upon personal anecdotes, Nick's passion for endurance sports, and his excitement about becoming a father. Listeners gain insights into leveraging books for personal growth and the importance of creating structured business systems.   Takeaways: Delve into books that other successful entrepreneurs recommend to gain knowledge and different perspectives. Consider books like "Rich Dad, Poor Dad" by Robert Kiyosaki, "The E-Myth Revisited" by Michael Gerber, and "Traction" by Gino Wickman. Focus on making small, incremental improvements over time. Break your long-term goals into manageable quarters or small steps progress steadily. Invest in systematizing your business processes. Standard operating procedures (SOPs) and centralized systems can help scale operations efficiently. Consider hiring consultants or coaches who can provide expertise in specific areas, such as backend infrastructure, to streamline your business operations. Ensure your team is aligned with the new systems and processes. Change management is critical, and getting buy-in from your team is essential. Networking is powerful. Engage with people, attend events, and build relationships that can support your business growth.   Quote of the Show: “I genuinely believe at my core and in my bones that the right book at the right time can permanently change somebody's life.” - Nick Hutchison Links: Instagram: https://www.instagram.com/bookthinkers/  LinkedIn: https://www.linkedin.com/in/bookthinkers/  Website: https://bookthinkers.com/   

EPISODE 314 - We discuss issue 338! Hulk faces a demon? alien? ghost? called Mercy! She's not called that, but we call her that.  In Loose Screws, we talk about Kevin's son watching Star Wars for the first time and the video game Untitled Goose Game! -------- Email us at screwitcomics@gmail.com To support the podcast and get bonus monthly episodes, subscribe at screwitpodcasts.com Join our Discord! The invite link is also at screwitpodcasts.com  

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you still relying on basic ChatGPT prompts while your competitors create intelligent systems that work for them around the clock? The gap between basic AI users and strategic implementers is widening rapidly—and it could determine which agencies thrive in the coming years. Today's featured guest leads the pack for this AI revolution. Through systematic implementation of advanced automation solutions, she drove an impressive 20% productivity increase across her agency's operations. By strategically integrating AI technologies throughout their processes, she's transformed her agency's capabilities and efficiency. Additionally, she's now also helping businesses achieve these same results. Join us as we explore the exciting opportunities AI presents for businesses today and learn about her most successful tool: AI agents. We welcome back Khushbu Doshi, COO of E2M Solutions, a white label agency partner where she focuses on driving more business and creating a world-class experience for their agency community to help them grow and reach their goals. With over eight years of experience and having worked with more than 500 agencies, Khushbu dives into her recent journey exploring AI, including a significant productivity boost of 20% through automation. She also talks about AI agents, explaining how they differ from simply using tools like ChatGPT, and highlights their potential to streamline processes and enhance efficiency for agencies. In this episode, we'll discuss: Why agents are the next step in AI usage in agencies. AI-powered onboarding. Ideas to expand AI application.  Subscribe Apple | Spotify | iHeart Radio The Next Evolution of AI for Agencies: From Prompt Engineering to AI Agents Most people think of AI innovation as learning to use ChatGPT and asking the right questions to get the most effective answers. While prompt engineering certainly has value, it represents only the beginning of AI's potential for agency operations. The next evolution—AI agents—offers significantly more sophisticated capabilities that can transform agency workflows. Agents are a more specialized application of artificial intelligence designed to perform specific tasks based on user-defined parameters. How is this relevant for agencies? Unlike general-purpose AI tools, which provide responses based on a broad range of inputs, AI agents can be customized to understand and execute particular functions. They can be trained to understand particular clients, recall campaign histories, apply agency-specific methodologies, and operate within defined strategic frameworks. This means that agency teams now have the ability to develop custom AI agents trained to operate according to specific requirements. The resulting tool works much better compared to just a conversation with ChatGPT. AI-Powered Employee Onboarding For agency owners interested in exploring AI agents, the process is remarkably accessible. Starting on the ChatGPT platform, users can simply select "create," name their agent, and begin training it with relevant information like branding guidelines, past success stories, and common client challenges. In her case, Khushbu also uses AI agents for onboarding new new team members dreading the prospect of reading through extensive standard operating procedure (SOP) documents. However, it's still a vital part of their training, so Khushbu thought of updating the process and making it more dynamic by training an agent to be an SOP expert. She fed it all the SOPs and instructed it to answer only the questions asked to it without searching the internet. This way, the SOPs are the agent's knowledge base, never defaulting to the web for answers. After implementing this system, Khushbu conducted a comparative test by providing new team members with both traditional SOP documentation and access to the AI agent. The new team members were fascinated by the idea of not having to go to a supervisor with their questions and maybe feeling inadequate. Instead, they can ask as many questions as they like without feeling judged. This efficiency not only saves time but also allows team members to focus on more strategic tasks rather than getting bogged down in repetitive information retrieval. Expanding AI Agent Applications in Agency Operations Quality Assurance Automation AI agents also excel in quality testing and following precise procedures consistently. You can program an agent to follow detailed checklists, ensuring that all necessary steps in a process are completed efficiently, thereby saving time and resources while maintaining high standards. Khushbu suggests implementing a fallback strategy for comprehensive quality assessment. When an agent encounters limitations in its testing capability, it should clearly document: Which items it successfully evaluated Which items it couldn't assess Specific reasons for any testing limitations This strategy delivers substantial efficiency gains even when complete automation isn't possible. If the agent can only check 300 out of a list of 500 points, it has still reduced the amount of work for the assigned employee to do by 200 points. Creating an AI Agency Within Your Agency Furthermore, you can program agents to work a specific role within your team and have several agents to communicate with each other. In this sense, you can build an AI social media team, with a CMO, strategist, tester, etc, and automate 90% of the marketing process. With AI agents generating ideas, testing concepts, producing initial drafts, and evaluating performance metrics, the human team can then focus on selecting optimal approaches, refining creative elements, and adding the distinctive perspective that differentiates the agency's work. Competitive Intelligence Automation Finally, it's also a great way to automate the research needed in your particular industry. If you want to know what your competitors are up to, just program an agent to do that research for you and present a summary of the campaigns they're running and you'll be saving a lot of time. A Wake-Up Call for AI-Reluctant Agencies Right now it seems every day there are new ways to integrate AI into your agency services and it can be as exciting as it can be overwhelming. Just remember that this technology has the potential to make your life easier in many ways, and that's how it should be used. As organizations explore the potential of AI tools, try to remain open-minded and proactive in seeking out innovative solutions. Khushbu encourages listeners to look beyond the mainstream offerings and discover the myriad of tools that can enhance their operations. By doing so, they can position themselves at the forefront of technological advancements and operational efficiency. Refusing to use AI nowadays would be like refusing to use the internet back in the late 90s. The technology is already here so there's no going back; It's only a matter of whether or not you're willing to adapt and not be left behind. 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.

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