Podcasts about upsell

Most e-commerce brands pour everything into getting customers to checkout — and then hand them a generic, one-size-fits-all experience that quietly kills the sale. Avi Moskowitz, co-founder of PDQ, has processed millions of checkouts across top Shopify brands (including Jones Road Beauty), and his diagnosis is blunt: cart abandonment isn't a technical problem. It's an emotional one. And it's leaving $270 billion on the table every year.Inside the episode:Why your checkout is the one place segmentation goes to die — and how personalizing it by customer type (first-time, returning, high-value) can drive an 18% AOV lift or double-digit conversion jumpsThe "WISMO problem": why more than 50% of order-related support tickets arrive the same day the order was placed — and what it tells you about the trust gap you're creating at checkoutThe free shipping threshold mistake almost every brand is making (hint: they copied a competitor who also just guessed)Surprising checkout wins from PDQ's testing: why moving the economy shipping option down one slot meaningfully increased revenue per session — without a single new ad or productHow to think about every order as its own P&L — factoring in CAC, COGS, fulfillm—Sponsored by OMG Commerce - go to https://www.omgcommerce.com/contact and request your FREE strategy session today!—Chapters:[00:00] Intro — The $270B checkout abandonment problem[00:22] Welcome & Guest Introduction: Avi Moskowitz, Co-Founder of PDQ[01:52] Avi's Background: From Craft Beer to SaaS Founder[03:23] COVID Timing & The eCommerce Wake-Up Call[05:09] The Root Cause of Cart Abandonment: Trust, Not Technology[07:27] How PDQ Solves the Checkout Confidence Gap[14:30] Reducing Friction: Shipping, Delivery Dates & Upsells[23:00] Free Shipping Thresholds & AOV Optimization[34:00] Building a Checkout That Converts Like Amazon[43:24] Thinking in Mini P&Ls: Per-Order Profit Optimization[46:26] Personalized Checkout Logic at the Customer Level[48:24] Where to Find PDQ & Get Your Free Checkout Audit—Connect With Brett: LinkedIn: https://www.linkedin.com/in/thebrettcurry/ YouTube: https://www.youtube.com/channel/UCQmbMwBW8LYDfFAqNqlgTGw Website: https://www.omgcommerce.com/ Request a Free Strategy Session: https://www.omgcommerce.com/contactRelevant Links: Avi's LinkedIn: /moskowitzaviPast guests on eCommerce Evolution include Ezra Firestone, Steve Chou, Drew Sanocki, Jacques Spitzer, Jeremy Horowitz, Ryan Moran, Sean Frank, Andrew Youderian, Ryan McKenzie, Joseph Wilkins, Cody Wittick, Miki Agrawal, Justin Brooke, Nish Samantray, Kurt Elster, John Parkes, Chris Mercer, Rabah Rahil, Bear Handlon, JC Hite, Frederick Vallaeys, Preston Rutherford, Anthony Mink, Bill D'Allessandro, Stephane Colleu, Jeff Oxford, Bryan Porter and more

This Episode is Sponsored by Lodgify If you have been thinking about building your own direct booking channel and reducing your reliance on the OTAs, Lodgify is worth a serious look. It brings your booking website, channel management, guest messaging, and unified inbox into one place. VRS listeners can get 20% off yearly and bi-yearly plans with code VRS-20, valid through to the end of June. Visit Lodgify and use code VRS-20 to get started.  > Click here to visit Lodgify.com _________________________________________________________________________________________ Siddhi Mittal has one of those backgrounds that makes you wonder how a single person contains all of it. She grew up in Agra, studied computer science and AI at Columbia, landed on an asset-backed mortgage securities trading floor in New York, moved to London, spent six years in finance, had a full-blown existential crisis, quit to build a startup, stumbled into the vacation rental industry almost by accident, had a baby, got lost down an AI rabbit hole, nearly derailed her marriage, and is now running two businesses while teaching women worldwide how to use AI to earn more and work less. And it seems like all that happened without her taking a breath! Yhangry is a private chef booking platform she co-founded in the UK. It started as a consumer product for anyone who wanted a chef to cook at home. Then Siddhi discovered that 50% of her users were vacation rental guests and property managers, and everything changed. Yhangry is now one of the most interesting upsell opportunities in the STR space: property managers can generate a simple affiliate link, share it with guests, and earn commission whenever a chef is booked. No operational overhead. No coordination. The platform handles everything from booking to payment to quality assurance. The conversation covers all of that, and then it goes somewhere else entirely. Because Siddhi is also the founder of SheCompoundsAI, a live AI education event series focused on helping women build practical AI skills. She brings the same direct, jargon-free energy she uses on stage to this conversation, and what comes out is one of the most accessible explanations of prompting, agents, and reverse prompting I have heard anywhere. If you have been hovering at the edge of AI adoption and not quite sure how to get started, this episode gives you the simplest possible on-ramp. And if you are a property manager looking for a genuinely low-effort upsell revenue stream, the Yhangry conversation is worth your attention. ________________________________________________________________________________________________________________________________________

https://hackmart.com.brhttps://renanlevinski.com.br (Curso de agentes de ia)Temas de todos os meus episódios

https://hackmart.com.brhttps://renanlevinski.com.br (Curso de agentes de ia)TEMAS DE TODOS OS MEUS PODCASTS

Matthew "Spot" Fulton of Parkway Business Solutions rejoins Alicia after a year-long sabbatical to share something surprisingly useful: a totally fresh perspective on QBO's new interface, AI features, and bank feeds. Having missed the frustrating transition period, Spot logged back in without the emotional baggage of watching features break in real time -- and found things better than he expected. His "cold return" experience raises a bigger question about whether proximity to the chaos has skewed how accountants assess where QBO actually stands today.Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI  - http://uqb.promo/maxima(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:49) - Spot Returns After Sabbatical (01:44) - Top ProAdvisor Backstory (02:34) - Logging Back Into QBO (03:34) - Bookmarks and Client Navigation (05:52) - Bank Feeds Speed Wins (06:46) - Receipt Upload Improvements (10:04) - AI Statement Reconciliation (13:50) - AI Tools and Reporting (19:19) - Vendor Names and Popups (20:31) - Upsells and Intuit Ecosystem (22:58) - How Spot Relearned Fast (26:21) - Clients Frustration and Change (27:19) - Accounting Future With AI (32:06) - Intuit Accountant Suite Tweaks (33:18) - Wrap Up and Whats Next LINKSAlicia's book on Amazon: http://royl.ws/conversion-bookPast episodes we reference:Kirsten Thulborn on subtle changes you don't notice: www.uqb.show/139Connect with Matthewhttps://www.parkway.businesshttps://www.linkedin.com/in/parkwayincAlicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

What separates a struggling detailer from a thriving business owner?In this episode of the Detail Bookie Podcast, we sit down with Tony Pando to break down the mindset, strategy, and real opportunities most detailers overlook.This conversation goes beyond detailing—it's about thinking like a business owner.We dive into:• How paint chip repair can become a high-profit add-on• Why most detailers are leaving money on the table• The difference between being an artisan vs. an entrepreneur• How to approach dealerships and create consistent income• The truth about pricing, upsells, and volume vs. luxury work• Why fear holds most people back—and how to overcome itIf you're serious about growing your detailing business, increasing revenue, and building something sustainable… this episode will challenge how you think.This isn't just about cleaning cars.This is about building a business that works.Guest:Tomy PandoDr. Color Chiphttps://drcolorchip.com/Host:Rod Puzey and Jody SedrickRoadFS/DetailBookie Podcast

Dr. Lorenzo Tomé conversa com Davi Zanotto, sócio na SD e responsável pela tecnologia do SD Monitora, sobre um tema que separa consultórios sustentáveis de consultórios reféns da agenda: a segunda venda. Conforme o custo de adquirir um paciente novo aumenta, vender de forma ética para quem já é seu paciente deixa de ser estratégia avançada e passa a ser questão de sobrevivência do modelo. Você vai entender por que o tratamento da doença, sozinho, não sustenta mais o consultório; como a medicina de estilo de vida abre uma linha de receita legítima dentro do mercado de wellness; e como estruturar um upsell baseado em acompanhamento longitudinal sem cair em empurroterapia. O episódio também mostra, na prática, como o mapeamento de pacientes do SD Monitora retira o atrito da consulta voltada a estilo de vida, tangibiliza a entrega de valor para o paciente e apoia o médico a conduzir uma venda ética e bem fundamentada. Se você atende bem, mas sente que falta um caminho claro entre a primeira consulta e o retorno do paciente, esse episódio mostra onde está a estrutura que você ainda não montou. Entre na Comunidade SD no WhatsApp e tenha conteúdo gratuito todos os dias sobre negócios médicos. Acesse. O background do Davi Zanotto Davi Zanotto é sócio da SD e responsável pela área de tecnologia do grupo. Tem formação acadêmica e mestrado na área, e atua no desenvolvimento de produtos digitais voltados ao médico, fazendo a ponte entre a visão de negócios do Dr. Lorenzo Tomé e o time de tecnologia. À frente do SD Monitora, lidera a construção das ferramentas que dão suporte ao médico na estruturação do acompanhamento longitudinal e na entrega de uma medicina mais conectada ao paciente. Assista esse episódio também em vídeo no Youtube no nosso canal Saúde Digital Podcast! Acesse os episódios anteriores! SD357 - As consultas avulsas estão falindo SD356 - O que ninguém lhe ensinou sobre sucessão na medicina SD355 - Impotência Aprendida: fuja dela o quanto antes Musica: Declan DP - Fireworks Music © Copyright Declan DP 2018 - Present. https://license.declandp.info | License ID: DDP1590665

Est-il possible de générer des profits nets tout en faisant sa propre publicité gratuitement ? Dans cet épisode du Journal d'un entrepreneur Moneyball, Je vous dévoile les coulisses de ma stratégie de revenus passifs qui a transformé son modèle d'affaires de solopreneur.En partageant mes chiffres réels (7 700 $investis pour 32 000$ de profit), J'explique comment une simple formation à 47 $ sert de porte d'entrée pour un écosystème ultra-rentable. Bonne écoute ![00:00] – Mission liberté : Marco revient sur sa décision de fermer son agence il y a deux ans pour devenir solopreneur et mettre son entreprise au service de sa vie grâce aux revenus passifs.[01:15] – Le système automatisé : Présentation de la formation « 40h de contenu en 4h » vendue 47 $ via la plateforme Kajabi, fonctionnant 100 % en autonomie.[02:40] – Maximiser le panier moyen : L'importance stratégique du Bump offer (coaching à 50 %) et de l'Upsell (formation Moneyball à 197 $) pour augmenter les revenus par client.[05:50] – Publicité "gratuite" et profitable : Analyse du ROAS (retour sur investissement publicitaire) : comment 7 700 $de dépenses pub génèrent 12 000$ de profit net direct tout en offrant une visibilité massive.[07:45] – Le levier High Ticket : Le véritable gain : comment ces petits clients de formation deviennent des prospects qualifiés pour des accompagnements Élite à 5 000 $.[10:30] – Les 3 paliers du Low Ticket : Guide pratique pour implanter ce modèle : viser d'abord l'équilibre financier, puis le profit, et enfin la génération de leads qualifiés.[12:15] – L'IA au service de la pub : Utilisation de l'outil Andromeda (réseau Avantage+) pour tester automatiquement des centaines de combinaisons de vidéos, textes et titres sur Facebook.

Credit card insurance is often presented as an easy way to protect yourself, but the details can be more complex than they appear. We break down how it works, the different types of coverage available, and the fine print that can impact whether a claim is approved. From rising costs tied to your balance to common exclusions, understanding the structure of this coverage matters. We also look at when it might be worth considering, where it may offer limited value, and what to review before opting in. If you're carrying a balance or reviewing monthly expenses, this is an area that deserves a closer look. Credit Card Balance Insurance – Government of Canada FREE Canadian Credit Repair Course and NEW Budgeting Resources Licensed Debt Relief in Canada – Debt Help Starts Here Debt Free Digest Monthly E-Newsletter Sign Up Here Consumer Proposals in Ontario: Everything You Need To Know Debt Repayment & Consumer Proposal Calculator Hoyes Michalos YouTube Channel – Reliable Canadian Debt Answers by Experts 00:00 What credit card insurance is 03:30 Types of coverage explained 07:30 How the cost is calculated 11:00 Why lenders offer it 14:00 Common exclusions and fine print 18:00 What the insurance covers 21:00 Cost versus benefit 24:00 When it may make sense 26:30 Questions to ask before signing up Disclaimer: The information provided in the Debt Free in 30 Podcast is for entertainment and informational purposes only and is not intended as personal financial advice. Individual financial situations vary and may require personal guidance from a financial professional. The views expressed in this episode do not necessarily reflect the opinions of Hoyes, Michalos & Associates, or any other affiliated organizations. We do not endorse or guarantee the effectiveness of any specific financial institutions, strategies, or digital tools/apps discussed.

What if the biggest threat to your short-term rental business… is also your biggest opportunity? In this episode of The STR Data Lab, Jamie Lane sits down with returning guest Mark Simpson to unpack how AI is rapidly reshaping the STR landscape—and what hosts and property managers need to do right now to stay ahead.From London conference “carnage” to real-world AI experiments generating thousands in bookings, Mark shares a front-row view of how operators are no longer just using tech—they're building it. The conversation dives into the rise of AI-powered workflows, custom-built tools, and “AI chiefs of staff” that can analyze, optimize, and even run parts of your business. The result? A shift from reactive hosting to proactive, data-driven growth.But this isn't just about automation—it's about strategy. As OTAs continue to dominate, Mark makes the case that direct bookings aren't dead—they're evolving. With AI lowering the barrier to entry, hosts now have unprecedented access to tools that can drive repeat guests, unlock new revenue streams, and personalize guest experiences at scale. The question isn't whether AI will change your business—it's whether you'll adapt fast enough to benefit.You don't want to miss this episode.Key TakeawaysAI is eliminating traditional barriers to growth Lack of time, money, or technical expertise is no longer an excuse—hosts can now build powerful workflows and tools with minimal effort.Direct bookings aren't dead—they're entering a new phase With smarter targeting, personalization, and AI-driven outreach, operators can reclaim repeat guests and drive more direct revenue.Your “AI Chief of Staff” is closer than you think By connecting your PMS, CRM, and tools to AI, you can get real-time insights, automate decisions, and run your business more efficiently.The real revenue opportunity goes beyond the stay Upsells, services, and partnerships (like private chefs or local experiences) are becoming critical profit drivers—not just nice-to-haves.Not all AI tools are created equal—buyer beware Many flashy tools are just “AI slop.” Look for real functionality, proven results, and tools that actually integrate into your workflow.Sign up for AirDNA for FREE

Are your marketing words actually moving the needle, or just taking up space? Discover how to transform your copy into a measurable growth tool with industry veteran Stephen Kimball. In this episode of The Daily Mastermind, host George Wright III sits down with copywriting legend Stephen Kimball to discuss the evolution of direct response copywriting. They dive deep into why high-level marketing strategy must always drive your message, especially in an era saturated with generic, AI-driven marketing. Kimball shares his insights on how to build authentic authority and why understanding human behavior is the secret to high-converting sales copy. Whether you are launching a new product or scaling a brand, this conversation reveals the subtle tweaks that turn words into profit. Key Takeaways:Why strategy is the essential foundation before writing any website or video copy. How to use AI as a tool without losing the "authority" that modern consumers demand. The critical distinction between ethical persuasion and high-pressure coercion. Why understanding a customer's daily pain is more important than technical features. Identifying "low-hanging fruit" like high-impact headlines and mobile-friendly layouts. Why your upsell and downsell flow is often the real key to business profitability. The power of incremental tweaks versus the mistake of starting over from scratch. 03:02 – Why a Copywriter Should Be Viewed as a Marketing Partner 04:30 – The Impact of AI on Content Quality and Market Authority 06:45 – The Art of Persuasion in a Competitive Ad Environment 08:45 – Common Mistakes Entrepreneurs Make When Launching Products 11:05 – The Three Core Pillars: Function, Audience, and Uniqueness 15:30 – Authenticity and the Rise of User-Generated Content (UGC) 20:45 – Strategic Tweaks: Headlines, Upsells, and Smartphone Optimization 24:30 – Establishing a Baseline to Stop Chronically Testing Without Direction Thanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.About the Guest: Stephen Kimball is a direct response copywriting expert with over 25 years of experience working with Fortune 500 companies like Capital One and Walmart. He specializes in helping brand owners sharpen their messaging and turn words into measurable business growth tools. Stephen acts as a strategic marketing partner, focusing on human behavior and buying habits to maximize profitability.Guest Resource:Website: SKcopywriting.comLinkedIn: https://www.linkedin.com/in/stephenkimb/

This week I Talk About The Upsell [powerpress]

Bruce Jordan gives three simple revenue ideas that don't require a renovation—just better packaging and pricing. During AAHOACON, I talked with Bruce Jordan, creator of Hotel Guest Management, about ways hotels can add income when margins feel tight.

Front desk upsells didn't just add revenue — they cut turnover by 40% in one operator's portfolio. In video 2 of this series, Geoffrey Toffetti, CEO of Frontline Performance Group, and Sloan Dean, former CEO of Remington, break down how hotels train front desk teams to build rapport, tailor offers, track performance, and pay incentives that actually keep people.

Most people think free means no money.That's why they miss it.The real play is what happens after people join.Give them value. Help them get small wins. Build trust.Then offer simple next steps that actually help them move faster.Low ticket. High volume. Easy decisions.It stacks quickly.In this video I break down how this model works and how it turns a free group into consistent profit.You can also watch it here: https://youtu.be/z1hPNiLVzgI

In this episode of Tangent Station, hosts Mr. Mirth Maker and Whiz Bang dive into a bizarre news story from Canada where hospitals may offer death as an option for back pain. Highlighting the comedic angle, they discuss Miriam Lancaster's unexpected proposition of Medical Assistance in Dying (MAID) at a Vancouver hospital. Instead of a life-altering decision, Miriam chose to recover and embark on new adventures, including travel to Mexico and Guatemala. This conversation covers serious issues with humor, debating hospital experiences, spicy food choices, and a mutual desire to live fully, underscoring the importance of second opinions.

John shares how a single spring email generated over $13,000 in additional revenue without adding a single new client. Learn how to create simple, high-converting upsell offers your existing customers will say yes immediately, and why spring is the perfect time to do it. Comments and Questions are welcome. Send to ProfitswithPajak@gmail.com Episode Links: Apple Podcast Listeners- Copy and paste the links below into your browser. Upcoming Events: Equip Expo : 2026 Tickets are 50% OFF with promo code Pajak https://plus.mcievents.com/EquipExpo2026?RefId=PAJAK Show Partners: Yardbook Simplify your business and be more profitable. Please visit www.Yardbook.com  Get 30 days of Premium Business level of Yardbook for FREE with promo code PAJAK   Mr. Producer Click the link to connect with Thee Best Podcast Producer in the biz! https://www.instagram.com/mrproducerusa/

Sloan Dean put a number on it: Frontline Performance Group drove a 3–5% RevPAR lift in the hotels where he used it—so he expanded it across the portfolio. I brought in Geoffrey Toffetti, CEO of Frontline Performance Group, and Sloan Dean, former CEO of Remington and now a fellow podcaster, to kick off a 3-part series on how hotels activate the front line to grow revenue and improve the guest experience at the same time.

Resource to include in the show notes:12 Week Year Planning Documents: https://docs.google.com/document/d/1mdUFuMyzS7u8vuWGka94dDKOE7vQfikIIrzqGP8IunE/edit?usp=sharing

What starts with a deep dive into the one detailing step most shops rush through — glass cleaning — turns into one of the most tactical episodes Shawn and Marshall have ever dropped. If you think AI is just a chatbot you occasionally ask questions, this episode is going to completely rewire how you think about running your business.Shawn breaks down how AI is quietly becoming the most powerful hire you'll never have to pay benefits to. From automating the repeatable tasks that eat your day alive, to using tools like Luna to upsell customers and build airtight maintenance packages — the message is clear: the shops that figure out AI workflows now will have an unfair advantage in two years. The ones that don't? They'll be wondering why they're still grinding and going nowhere.But it doesn't stop at automation. Shawn zooms out to the big picture — and the biggest marketing opportunity sitting right in front of every detailer in North America: the World Cup. Using census data and event-based marketing logic, he walks through exactly how to position your shop around massive cultural moments before your competitors even think about it. Spoiler: Easter already came and went — are you ready for Mother's Day?The episode also introduces EngageX, OrbisX's new engagement platform, and covers the Booking Form 2.0 upgrade — including how AI is baked directly into the intake process to help shops understand what customers actually need before they ever pick up the phone.The through-line of the whole episode? You are the driver of your business. AI is the engine — but someone still has to steer.⚡ Key TakeawaysGlass Is a Closer: Don't sleep on glass cleaning as a premium upsell — it's one of the most visible results a customer notices and one of the easiest add-ons to sell.Automate the Repeatable: If you're doing the same task more than twice a week, AI should be doing it for you. Map your workflow before you try to fix it.The World Cup Is a Gold Mine: Major cultural events are marketing opportunities hiding in plain sight. Start building campaigns now — don't scramble when it's too late.EngageX Changes the Game: Engagement isn't just follow-up texts — it's a full system for keeping customers in your orbit between visits.Booking Form 2.0: Smarter intake means better-matched services, fewer awkward price conversations, and higher average tickets.Plan Your Marketing Year: Easter already happened. Mother's Day is next. If you're not planning 30–60 days out, you're always reacting instead of executing.

Vereinbare jetzt dein kostenloses Erstgespräch: www.andreasbaulig.de/termin In dieser Episode von Die Coaching-Revolution spricht Andreas Baulig darüber, warum viele Agenturen sich ihren eigenen Ruf zerstören – und damit langfristig ihr Wachstum blockieren. Du erfährst, weshalb günstige Einstiegsangebote, aggressive Upsells und schlechte Kundenerfahrungen dein Business ruinieren können – und was erfolgreiche Agenturen stattdessen anders machen, um nachhaltig zu wachsen und sich einen starken Namen im Markt aufzubauen. kostenloses Erstgespräch: www.andreasbaulig.de/termin Andreas Baulig & Markus Baulig zeigen dir, wie du dich als einer DER Nr.1 Experten in deiner Branche positionieren kannst und hohe Preise ab 2.000 Euro (und mehr) für deine Angebote & Dienstleistungen abrufen kannst. Als Coaches, Berater und Experten automatisiert Kunden im Internet gewinnen. Wie du Online Marketing nutzen kannst, um deine Produkte und Dienstleistungen erfolgreich zu verkaufen.

Spring break is calling, but first—Jeff and Jordan are sharing the chaos before the vacation begins. From packing and family prep to Jeff's latest mishap: a tan that may have gone very wrong. Is he sun-kissed and ready for the beach… or officially in trouble? Thank you to our partner  HelloFresh -  Go to HelloFresh.com/togethermess10fm to Get 10 free meals + a FREE Zwilling Knife (a $144.99 value) on your third box We would love your feedback... If you enjoyed this episode, tell us why! Leave us a review and make sure you subscribe on your favorite podcast platform. Executive Producers are Riley Peleuses + Ian McNeny for YEA Media Group If you are interested in advertising on this podcast or having Jeff and Jordan as guests on your Podcast, Radio Show, or TV Show, reach out to podcast@yeamediagroup.com Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Spring break is calling, but first—Jeff and Jordan are sharing the chaos before the vacation begins. From packing and family prep to Jeff's latest mishap: a tan that may have gone very wrong. Is he sun-kissed and ready for the beach… or officially in trouble? Thank you to our partner  HelloFresh -  Go to HelloFresh.com/togethermess10fm to Get 10 free meals + a FREE Zwilling Knife (a $144.99 value) on your third box We would love your feedback... If you enjoyed this episode, tell us why! Leave us a review and make sure you subscribe on your favorite podcast platform. Executive Producers are Riley Peleuses + Ian McNeny for YEA Media Group If you are interested in advertising on this podcast or having Jeff and Jordan as guests on your Podcast, Radio Show, or TV Show, reach out to podcast@yeamediagroup.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode: You buy something and they try to add on and add on. Is your financial advisor doing it too? Your risk profile: Where is your bottom? Or is that even the right question? This could be your biggest hurdle if you retire early. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

JX Lye, Founder and CEO of Acme, joins Jeremy Au to unpack how execution compounds advantage in Southeast Asia fintech. They explore Acme's journey from solving delayed bank reconciliation to becoming a core bank connectivity layer serving fintech platforms, direct debit infrastructure, and ERP systems across Singapore and the region. The conversation covers the hard realities of going from zero to one customer, the discipline required from one to five, and how scaling to 80 customers shifts growth toward retention and upsell. Joshua reflects on fintech's COVID boom and 2023 reset, the Brex versus Ramp execution debate, and why Singapore rewards niche depth in financial services. He also shares how AI is shifting from model hype to vertical application, and why founder endurance, health, and signal reading matter more than chasing a visible summit. 03:12 Instant payments exposed a broken backend: FAST and PayNow moved money instantly, but apps waited days because reconciliation relied on end-of-day bank statements. 09:18 From one to five customers demands discipline: Founders must resist custom builds, stay product focused, and lead sales personally to avoid fragmentation. 13:08 Scaling to 80 customers shifts growth drivers: Upsells and retention begin compounding faster than new logo acquisition in Southeast Asia's shallow markets. 17:24 Fintech's COVID boom distorted reality: Easy capital and soaring markets fueled inflated valuations that later reset in 2023. 22:38 Execution beats first mover advantage: Ramp outcompounded Brex through speed, alignment, and focus rather than positioning alone. 25:42 Focus and alignment define execution quality: If teams describe different priorities, compounding slows and distraction spreads. 38:32 Founder stress never disappears, it evolves: Milestones do not remove pressure; resilience, health, and signal reading sustain long-term ambition. Watch, listen or read the full insight at https://www.bravesea.com/blog/jx-lye-compounding-execution Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #Fintech #SoutheastAsiaTech #StartupExecution #FounderJourney #BankingInfrastructure #B2BGrowth #AIinBusiness #SingaporeStartups #VentureBuilding #BRAVEpodcast

Is "luck" really holding your pet business back — or are you simply missing the right systems and opportunities? What can Disney teach you about making more money while creating better client experiences? And how can small tweaks to your offers dramatically increase client spend, loyalty, and retention? In this episode, recorded while I'm preparing for IMPACT 2026, I'm continuing my deep dive into business and marketing lessons from the House of Mouse. Using real examples from Disney parks, hotels, and dining experiences, I break down how world-class businesses maximise customer value without it feeling pushy or salesy. I explore why offering premium upsells isn't about squeezing more money out of clients — it's about giving them better choices. I also unpack how perks and incentives drive repeat business, why testing promotions is critical for growth, and why many pet business owners accidentally become the bottleneck in their own marketing by assuming clients "won't go for it." In this episode, you'll discover: The Power of Premium Upsells – Why offering higher-tier services increases revenue and improves client satisfaction. Perks That Drive Loyalty – How small, strategic bonuses encourage repeat bookings and memberships. Give Clients Options, Not Limits – Why combining add-ons and service ladders maximises lifetime value. You Are Not Your Client – How assumptions about what clients want can hold your business back. Storytelling That Sells – Why detailed, emotional service descriptions dramatically increase perceived value. Seriously, if you're tired of being busy, burned out, and underpaid… and you're ready to transform your daycare into a premium, experience-heavy, profit-driven powerhouse… then my Elite Pet Business Mastermind is what you need. If you want to be the first to find out when tickets are released for IMPACT 2027 then click here now To grab a copy of my latest book Mission Enrich, click here now  Huge thanks to our sponsors PawPal, who's amazing services you can find more about here:

In this episode, Jodi explains why direct selling your book is the smartest marketing strategy for business owners and leaders. She breaks down the limitations of third-party sellers (including Amazon), explores how upsells and bundles can create increased ROI, and shows how direct sales help business owners collect data, build relationships, and guide readers through their business ecosystem.   Time Stamps: 00:00 – Introduction to Part 2 of the Business-First Book Series 01:10 – Why direct selling matters more than ever 02:15 – The limits of retail outlets and Amazon fatigue 03:45 – Why traditional book marketing advice doesn't work for business owners 05:10 – The real purpose of a business book 06:30 – Why royalties are not the primary goal 07:40 – Relationship-building vs. transactional sales 09:00 – The importance of owning customer data 10:20 – "Do the Math" – how direct sales multiply ROI 12:45 – Upsells, downsells, tripwires, and order bumps 14:20 – Example: pairing a book with a workbook or masterclass 16:30 – Using experimentation to refine your strategy 18:10 – Episode recommendations and resources 19:00 – Book Planning Intensive and final thoughts   Keywords: direct book sales, book marketing for business owners, selling books directly, Amazon fatigue, third-party booksellers, book royalties, author revenue, book sales strategy, sales multipliers, upsells and downsells, order bumps, tripwires, book bundles, customer data, business ecosystem, author marketing, publishing strategy, self-publishing marketing, book ROI, tangible ROI, intangible ROI, book funnels, relationship-based marketing, business-first books, entrepreneur authors, book promotion   Resources Mentioned: Coffee + Commas signup: https://bit.ly/coffeeandcommassignup Episode 207: Self-Publishing: A Business-First Approach for Business Owners Episode 204: Do the Math to Generate Tangible and Intangible ROI from Your Nonfiction Book Episode 200: Direct Sales Are the Future of Book Marketing Episode 170: Sales Multipliers + Your BVook Book Planning Intensive: jodibrandoneditorial.com/services   LINK TO FULL EPISODE (RAW) TRANSCRIPT: https://docs.google.com/document/d/1wlm9UPHknZOjtrSg843DMi4a0kfS0DCY4WIArG4px_w/edit?usp=sharing  

Watch the video on YouTube here. Most creators are stuck on an exhausting hamster wheel. They're constantly hunting for new customers to buy their $27 product. Let's say they make a hundred sales in a month. Great job! But next month, they start all over, hunting for those same $27 customers again. But what if that same customer became worth $2,000 to your business? Same effort to acquire them, but 235 times more profitable. Show Notes: MiloTree Sign Up for MiloTree FREE: Digital Product Ladder AI Prompt FREE: Product Goldmine AI Prompt Join The Blogger Genius Newsletter Subscribe to the Blogger Genius Podcast: iTunes YouTube Spotify The $27 Trap: Why Most Creators Are Leaving Money on the Table Here's what most of us do: We create that one product, price it at $27, and pour all our energy into getting new people to buy it. We're constantly putting up Instagram posts, Pinterest pins, writing blog posts, sending emails, running ads. And even when it works, the math is terrible. Let's say you get 100 new customers at $27 each. That's $2,700. Sounds good, right? But next month, you need 100 more new customers to make that same $2,700. It never ends. You're always hustling for new people. Meanwhile, those 100 customers you already have? They trusted you enough to buy once—but you're ignoring them while you chase strangers. That's where most creators are leaving thousands of dollars on the table and burning out. If you're feeling this exhaustion, you're not alone. In my post on why people won't pay for information anymore, I talk about how the old model of selling one product isn't working in 2026. The solution isn't more hustle—it's a smarter business model. What Is a Digital Product Ladder? Here's what smart creators do instead. They build what I call a digital product ladder, and it completely changes the economics of your business. Instead of selling one thing and moving on, you create a journey for your customer: The 6 Rungs of a Product Ladder Freebie/Lead Magnet – This is how you earn their trust. They end up on your email list. Tripwire Product ($27) – Something small that goes deeper at solving their problem. They buy it, get results, and now trust you even more. Product Bundle ($97) – A comprehensive solution combining multiple resources. Course or Coaching ($297) – Premium transformation and deeper support. Membership (Recurring) – They're paying you every month for ongoing value and community. Mastermind/High-Touch Program – For serious implementers who want direct access to you. Same customers. One acquisition cost. But instead of making $27, you're making over $2,000 over time from that same person. And here's the beautiful part: Each sale after the first one costs you almost nothing. They already know you. They already trust you. They are easier to sell to than a complete stranger. This is exactly why I teach the upsell and order bump strategy inside MiloTree—it's the fastest way to increase your customer lifetime value without finding new customers. Your Action Plan: Start Today Here's what I want you to do right now: Step 1: Grab the AI Prompt Download my complete Digital Product Ladder AI Prompt — it's free. Run it for your topic tonight. Don't wait. Step 2: Sign Up for MiloTree's Free Plan Sign up here — no credit card needed. Set up your freebie lead magnet, test it, and see how easy this all is. Step 3: Build Your Full Ladder When you're ready to build your full ladder, upgrade to one of our paid plans. They start at just $19/month. Most people do this within the first two weeks of signing up. What gets them upgraded? The ability to offer multiple freebies to grow their email list faster—so they have more people to sell to. The Bottom Line With MiloTree, you have everything you need to turn that $27 customer into a $2,000 customer. Stop chasing strangers. Start building real relationships. That's how you get to $1,000, $5,000, $10,000 a month without burning out. Other Related Blogger Genius Podcast Episodes You'll Enjoy: How to Pivot from Ad Revenue to $12,500/Month Selling Digital Products The 5 Digital Products Creators Will Use to Make $10K–$50K/Month in 2026 How to Increase Your Revenue with Upsells and Order Bumps How to Automate Your Digital Product Sales and Make Money While You Sleep   Ready to build your product ladder? Start with MiloTree's free plan →  

Scott Falcone shares how he's averaging an additional $55,000 per month in service upsell and why disciplined processes and accountability make the difference. Don't leave money on the table in fixed operations. Watch the full episode: https://youtu.be/epq_A01PbKgGlobal Dealer Solutions offers a network of high-performance providers while remaining product agnostic. Knowing which tools to deploy makes a big difference. Having a trusted adviser; priceless. Schedule your complimentary consultation today. https://calendly.com/don-278. BE THE 1ST TO KNOW. LIKE and FOLLOW HERE www.linkedin.com/company/fixed-ops-marketinghttps://www.youtube.com/channel/@fixedopsmarketingGet watch and listen links, as well as full episodes and shorts: www.fixedopsmarketing.com/wtfJoin Managing Partner and Host, Russell B. Hill and Charity Dunning, Co-Host and Chief Marketing Officer of FixedOPS Marketing, as we discuss life, automotive, and the human journey in WTF?!#podcast #automotive #fixedoperations

✈️ SOFTWARE FOR HOME SERVICE BUSINESS: https://home.works

Why bother with upsells? Simple math: if your average job is $400 and you add justone $100 upsell that 40% of customers say yes to, you're looking at an extra$40 per job – on 20 jobs a month, that's $800 more in your pocket with almostzero marketing cost.Thesearen't big projects; they're quick, visible wins that solve small problemscustomers didn't even know they had – or remind them of something they keepmeaning to fix Watch us on YouTube (clickhere)Subscribe to our free newsletter, https://handymanprosradioshow.com/newsletter-signup/Join our Facebook group @handyman prosSend us an email, questions@handymanprosradioshow.com.

In this episode, dealer Scott Falcone breaks down the methodology behind his recent fixed ops success, sharing the structure, accountability, and operational discipline driving measurable gains in his service department.Scott walks us through how he thinks about efficiency, culture, and decision-making inside the dealership and why accountability is built into his successful system. From balancing calendar structure with white space to tightening fixed operations processes, this is a real-world look at what's working for this dealer.Scott also shares his journey in automotive retail, from early lessons in sales and failure, to taking calculated risks, betting on himself, and building a business with intention. His story is honest, grounded, and full of perspective for anyone navigating leadership in today's automotive landscape.In this episode, we dive into: Why sales was the jumping-off point for long-term successEmbracing fear and using it as a growth toolHow culture directly impacts performanceWhy accountability is non-negotiable in his businessThe industry as a double-edged swordBalancing sales leadership with administrative responsibilityStructure vs. calendar white spaceDriving efficiencies in fixed operations Russell and Charity get a dealer's-eye view of what productive leadership really looks like inside the store.If you want to learn, grow, and hear what it's truly like to run a dealership with intention, don't miss this episode of What the Fixed Ops?!.Global Dealer Solutions offers a network of high-performance providers while remaining product agnostic. Knowing which tools to deploy makes a big difference. Having a trusted adviser; priceless. Schedule your complimentary consultation today. https://calendly.com/don-278.BE THE 1ST TO KNOW. LIKE and FOLLOW HEREwww.linkedin.com/company/fixed-ops-marketinghttps://www.youtube.com/channel/@fixedopsmarketingGet watch and listen links, as well as full episodes and shorts:www.fixedopsmarketing.com/wtfJoin Managing Partner and Host, Russell B. Hill and Charity Dunning, Co-Host and Chief Marketing Officer of FixedOPS Marketing, as we discuss life, automotive, and the human journey in WTF?! #podcast #automotive #fixedoperations00:00 Introduction to Scott Falcone01:08 Scott's Journey in the Automotive Industry03:04 The Role of Luck and Risk in Success06:30 The Importance of Sales Experience10:32 Mentorship and Learning from Failure14:44 Building a Positive Culture in Business19:14 Accountability and Performance Standards20:49 The Impact of Technology in Dealerships29:12 Challenges in Recruiting and Retaining Talent36:01 The Importance of Knowledge Sharing45:05 Fixed Operations and Service Department Success51:37 Vendor Relationships and Trust

Signup for RevUP Academy: https://www.thecustomersuccesspro.com/revupIn this episode of the Customer Success Pro Podcast, host Anika Zubair sits down with Emma Lambert, VP of Customer Success at Ably, to discuss the critical role of customer success in driving revenue. They explore how to turn renewals into predictable revenue forecasts, the importance of understanding customer engagement, and the strategies for effective upselling. Emma shares her insights on building a revenue-focused customer success team, the significance of financial literacy, and the necessity of asking direct questions during customer interactions. The conversation emphasizes the need for a structured approach to renewals and upsells, integrating them into a cohesive NRR strategy, and the value of continuous discovery throughout the customer journey.Chapters:00:00 Introduction 03:00 The Role of Customer Success in Revenue Generation05:55 Understanding Customer Engagement and Value Delivery09:06 The Importance of Forecasting in Customer Success12:10 Navigating the Commercial Landscape of Customer Success15:02 Building a Revenue-Focused Customer Success Team18:10 The Six-Month Renewal Framework21:10 Asking the Right Questions for Renewals24:09 Upselling Strategies in Customer Success26:55 Integrating Renewals and Upsells into NRR Strategy30:02 Best Practices for Revenue-Focused Customer Success32:56 Quick Fire Questions with Emma LambertConnect with Anika Zubair:Website: ⁠https://thecustomersuccesspro.com/⁠LinkedIn:  ⁠https://www.linkedin.com/in/anikazubair/⁠RevUP Academy: ⁠https://thecustomersuccesspro.com/revup⁠Connect with Emma Lampert: https://www.linkedin.com/in/emmalampert/Grab our FREE resources here: ⁠https://thecustomersuccesspro.com/resources⁠Want to be our next podcast guest? Apply here: ⁠https://www.thecustomersuccesspro.com/podcast-guest⁠Book Anika as a speaker at your next team event: ⁠https://www.thecustomersuccesspro.com/team-event

In this episode, Shawn Gervais and Marshall Hill break down the uncomfortable truth most shop owners don't want to hear: the real money isn't in new leads — it's in the customers you already have. If you're not nurturing, onboarding, and upselling properly, you're leaving massive revenue on the table and working way harder than you need to.The guys unpack why the detailing industry is booming right now — and why many shops still aren't seeing the upside. From weak onboarding to lazy follow-ups and awkward upsells, this episode exposes where revenue leaks actually happen and how to plug them with intention, not pressure. Upselling isn't about squeezing customers — it's about guiding them toward better outcomes while making them feel good about every decision.They also dive into the power of essential service packages — how bundling, timing, and positioning can dramatically increase average ticket value, lifetime value, and repeat visits without buyer's remorse. When done right, upsells don't feel like sales… they feel like care.This episode is a blueprint for 2026 growth: nurture first, sell second, build relationships that compound, and design systems that make money after the first transaction. Because if your business only makes money once per customer — you don't have a business, you have a hustle.Listen in if you want higher revenue without higher stress — and if you're ready to stop guessing and start stacking.

Warum jagen wir immer dem nächsten Lead hinterher, während der wahre Goldschatz bereits in unserem CRM liegt? In der heutigen Folge habe ich einen Wiederholungstäter zu Gast: Manuel Spors. Er ist einer der wenigen Männer in meinem Podcast, und das aus gutem Grund. Manuel ist der Experte für Kundenbindung und zeigt uns heute, warum es 7-Mal günstiger ist, einen bestehenden Kunden zum Wiederkäufer zu machen, als einen Neukunden mühsam zu akquirieren. Wir sprechen über das ‚neunte Weltwunder‘ – den Zinseszinseffekt der Kundenloyalität – und wie du durch klare Strukturen und echte Begeisterung deinen Umsatz pro Kopf locker verdoppeln kannst. Wenn du genug vom ‚Hamsterrad der Kaltakquise‘ hast und wissen willst, wie du aus Einmalkäufern lebenslange Fans machst, ist diese Folge ein absolutes Muss. In dieser Folge lernst du: - Das neunte Weltwunder der Wirtschaft: Warum Kundenbindung wie ein Zinseszins für dein Business wirkt und dich jedes Jahr mit einem ‚Umsatz-Sicherheitsnetz‘ starten lässt. - Struktur trifft Emotion: Wie du mit einem sauberen CRM (Kundenmanagementsystem) und einer durchdachten Customer Journey die gefürchtete ‚Kaufreue‘ deiner Kunden in Begeisterung verwandelst. - Upsell & Cross-Sell für Fortgeschrittene: Warum du deinen Kunden aktiv dienen musst, indem du ihnen genau das anbietest, was sie als Nächstes brauchen – ohne dich ‚salesy‘ oder aufdringlich zu fühlen. Hör jetzt rein und erfahre, wie du die Loyalitätsformel in deinem Business anwendest, um mit Leichtigkeit und Freude zu wachsen! Manuel hat am Ende der Folge noch ein mega Special exklusiv für meine Community: Schicke einen Screenshot der Bestellung von Manuels Buch an manuel@manuel-spors.com und erhalte seine 30-Tage-Challenge for free.

Vereinbare jetzt dein kostenloses Erstgespräch: www.andreasbaulig.de/termin In dieser Episode von Die Coaching-Revolution erklärt dir Andreas Baulig, warum gerade massenhaft Agenturen mit kaputten Geschäftsmodellen bei ihm landen und welche Fehler sie fast alle gemeinsam haben: aggressive Geld-zurück-Garantien, wilde Kontingent-Deals, vorfinanzierte Langzeitverträge und völlig überzogene Provisionsmodelle, die Fulfillment, Cashflow und Reputation auf Dauer zerstören. Du erfährst, warum solche scheinbaren „Sales-Hacks“ dich unweigerlich in Rückforderungen, Überlastung und Chaos führen und wie du stattdessen eine skalierbare Fließband-Agentur aufbaust: mit klaren Preisen, echten Retainern, einfachen Rollen, KI-gestützten Prozessen und Vertriebskosten, die hohe Margen ermöglichen und deine Firma langfristig entspannt führbar und exitfähig machen. Vereinbare jetzt dein kostenloses Erstgespräch: www.andreasbaulig.de/termin Andreas Baulig & Markus Baulig zeigen dir, wie du dich als einer DER Nr.1 Experten in deiner Branche positionieren kannst und hohe Preise ab 2.000 Euro (und mehr) für deine Angebote & Dienstleistungen abrufen kannst. Als Coaches, Berater und Experten automatisiert Kunden im Internet gewinnen. Wie du Online Marketing nutzen kannst, um deine Produkte und Dienstleistungen erfolgreich zu verkaufen.

If the word “sales” makes your stomach flip, you're going to love this conversation. We sit down with licensed counselor and practice owner Tabitha Westbrook to unpack how a simple shift—from selling to inviting—turned a timely holiday workshop into a sellout success and opened the door to upsells that actually served families under stress.Tabitha walks us through the workshop concept built for parents navigating sensory overload, trauma triggers, and schedule chaos during the winter holidays. The breakthrough wasn't a fancy funnel. It was values-driven email marketing: shorter messages with a single clear action, consistent reminders that respect attention, and language that honors autonomy. Instead of hiding for fear of “being pushy,” Tabitha decided that silence takes away choice. By emailing more frequently with purpose, she gave her audience the information they needed to say yes—or no—without guilt.We dig into ethical upsells that extend transformation, including kid-focused coaching, a mindful connection course delivered as a private podcast, and a stress and crisis management toolkit for when it all hits the fan. Each step meets parents where they are and helps them become the thermostat—steady, present, and responsive—so their kids can settle too. We also tackle unsubscribe anxiety, how to find a healthy sending cadence, and why multi-touch messages are accessibility, not annoyance, in a loud world.To close, Tabitha shares a five-minute nervous system reset you can use anywhere to shift from reactivity to calm. It's a practical grounding tool and a great metaphor for sustainable marketing: small, compassionate actions repeated over time create real change. If you've been hesitant to email your list, this is your permission slip to invite with integrity and watch your impact—and revenue—grow. If this resonates, follow the show, share it with a friend, and leave a quick review to help more creators find us.Read more HEREIf you want deeper coaching, more transparency, and the episodes that actually help you make decisions faster in your business, then subscribe to Unhinged.Support the show

???? Physical therapy clinics don't need another EMR — they need a new business model. In this episode, TONY, DAVE and JIMMY unpack the “PT Lite” model, how insurance can be your Costco hot dog, and why premium upsells aren't dirty — they're how you grow.???? Whether you're a clinic owner, staff PT, or rehab entrepreneur, this conversation shows you how to repackage your value, attract better-fit clients, and build something scalable.⏱️ CHAPTERS / TIMESTAMPS:00:00 - Intro02:13 - How "PT Lite" unlocks new patients09:22 - The barrier to short visits: PT psychology13:40 - Using ChatGPT as a triage funnel17:55 - Smart marketing with AI tools21:45 - Insurance as a loss-leader: like Costco's hot dog25:30 - Upselling ethically in physical therapy28:20 - The Gold's Gym clinic model33:40 - Pricing mindset: why PTs undercharge39:00 - The gym-to-premium pipeline strategy

Join the free Content Marketing Lounge Facebook Group here: https://www.facebook.com/groups/contentmarketinglounge/  Join the CML Academy and learn how to add $1k/mo to your freelance business, even if you're starting from zero: https://www.skool.com/the-content-marketing-lounge-8374/about  Learn more about my consulting and freelance services:  https://www.colliermarketing.com/ Thank you for listening!

With so many ways to make money online, many founders and creators have lost sight of the most powerful one: email marketing. John Ainsworth, founder of Data Driven Marketing, says you're leaving tons of money on the table if you're not doing it well. John is back on the pod to share his best tips and tactics on landing pages, upsells, lead magnets, and more. You might want to take some notes for this one! LINKS Rolodex Marketing Resource (https://docs.google.com/document/d/1jRV_ncgCWAMRB7tZZtnO7x0Tn5sE46-tYkwN6paVG3A/edit?tab=t.0) Free Email Marketing Resources (https://datadrivenmarketing.co/resources/) John's Podcast: The Art of Selling Online Courses (https://www.youtube.com/@john_ainsworth/videos) Meet John and other location-independent founders inside Dynamite Circle (https://dynamitecircle.com/) Hang out exclusively with 7+ figure founders (https://dynamitecircle.com/dc-black) Get 2 months of Perspective AI FREE with promo code TMBA (https://getperspective.ai/tmba) Share your thoughts about the podcast (https://getperspective.ai/interview/tmba-feedback) [takes 2 minutes] 22 FREE business resources for location-independent entrepreneurs (https://tropicalmba.com/resources) CHAPTERS (00:02:11) Email Marketing: A Must-Have Money Maker (00:11:50) 15 Steps to a High-Converting Landing Page (00:19:18) Do Webinars Still Work in 2026? (00:24:09) What Makes a Great Lead Magnet (00:29:09) The Power of Order Bumps and Upsells (00:36:58) How to Use AI to Improve Your Funnels (00:40:45) How to Make Extra Money with Trip Wires (00:44:37) Rapid-Fire Email Tips for 2026 (00:50:49) How John is Running His 7-Figure Agency CONNECT: Dan@tropicalmba.com Ian@tropicalmba.com Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella. PLAYLIST: Marketing to High-Dollar Clients (https://tropicalmba.com/episodes/marketing-to-high-dollar-clients) 6-Figure Sales Expert Calls You Out (Don't Keep Doing This in 2026) (https://tropicalmba.com/episodes/dont-keep-doing-this-2026) 8 Simple Steps for Improving Your Sales Funnel (https://tropicalmba.com/episodes/john-ainsworth-sales-funnel)

The reasons some service businesses thrive while others struggle with ongoing crises and high employee turnover can be perplexing. While many attribute these challenges to market conditions, the true issues often stem from disorganized systems, ineffective hiring practices, and intricate customer journeys that obstruct growth. In this episode of The Better Than Rich Show, host Mike Abramowitz interviews Christine Hodge, CEO of Process CEO and owner of Clear View, New Jersey's fastest-growing exterior cleaning company. Christine shares straight talk on how workflow systems, hiring frameworks, and clear client intake turn chaos into rapid, sustainable growth. She breaks down the “budget-middle-luxury” bundle pricing and her structured hiring process, and shows how automation frees owners from busywork. Christine's approach keeps teams loyal, clients happy, and scaling steady—without burnout. You'll get practical playbooks for qualifying leads, onboarding talent, and building company culture that employees never want to leave. Timestamps [00:00] Meet Christine Hodge—Background and Family Business [02:03] Fixing Business Bottlenecks and Moving to Digital [04:36] Standardizing Estimates and Increasing Ticket Price [07:04] Cross-Sell, Upsell, and Sales Team Training [09:53] Bundle Pricing: Budget, Middle, Luxury [13:44] Pre-Qualifying Clients and Streamlining Quotes [17:36] Remote vs In-Person Estimates: The 3000 sqft Rule [18:56] Building Trust with Branding and Online Systems [23:39] Automations: Email, Text, and Sales Follow-Ups [33:36] Hiring Framework: Multi-Step, Long-Term, Referral Driven [36:42] Company Culture: Clear View Day and Investing in People [45:01] Replacing Yourself: Hiring Experts as You Grow [52:51] The Process CEO: Coaching, Systems, Scaling [55:39] Work-Life Balance and Defining Better Than Rich Key Quotes “We don't just hire a warm body. We build loyalty and careers.” “Our average ticket nearly doubled after bundling, cross-selling, and upselling—systematically.” “If your sales process takes ten steps, automate nine. Free yourself for what matters.” “Company culture isn't an add-on. It's the core of keeping great team members.” “There's always a framework: qualify, quote, deliver, and delight.” Key Takeaways Move off paper—every process can and should be digitized. Create pricing bundles: basic, middle, luxury. This maximizes options and value. Systemize hiring: detailed, multi-step, and incentivized for referrals. Use automation for client comms and internal reminders—don't leave anything to chance. Culture matters: recurring appreciation events, a clear mission, and personal investment retain talent. Delegate and invest strategically—know when to stay lean and when to buy back your time. Links Mentioned The Process CEO Community : https://www.theprocessceo.com/Jobber : https://www.getjobber.com/Connect with The Better Than RichWebsite - https://www.betterthanrich.com/Facebook - https://m.facebook.com/betterthanrich/Instagram - https://www.instagram.com/betterthan_rich/Twitter - https://mobile.twitter.com/betterthan_richTikTok - https://www.tiktok.com/@betterthanrichYouTube - https://www.youtube.com/channel/UC3xXEb7rKBvkCOdtWd4tj2ALinkedin - https://www.linkedin.com/company/betterthanrich

Great contracting work often reveals the next problem to solve. Here’s a simple script that turns an “upsell” into an obvious win for the client—and leaves everyone feeling good about the extra invoice. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and listener Q&A several days each week. Show notes: SideHustleSchool.com Email: team@sidehustleschool.com Be on the show: SideHustleSchool.com/questions Connect on Instagram: @193countries Visit Chris's main site: ChrisGuillebeau.com Read A Year of Mental Health: yearofmentalhealth.com If you're enjoying the show, please pass it along! It's free and has been published every single day since January 1, 2017. We're also very grateful for your five-star ratings—it shows that people are listening and looking forward to new episodes.

Today, we are diving deep into what it truly means to be fearless—whether you're launching a business, standing up to the local government, or just trying to live a sustainable life. Featured Event: Mark your calendars for the Dec 20 LFTN Christmas Reception—sign up now! Sponsors: Wealthsteading Podcast: InvestableWealth.com DiscountMylarBags.com Tales from the Prepper Pantry Broccoli rip cord TSP left over saute Peppers from Rick Ready for whole cows Shopping Report: Should we reboot this segment? Who wants to start going to Aldi on a weekly basis? Frugality Tip I was randomly looking at Etsy and saw someone selling something I was interested in that was local to me.  I messaged them and asked about local pick up and cash price.  They were very interested in cash money with pick up and I saved some money on my purchase.  So ask, it will never kill you, and might save you a few dollars. Operation Independence 3-Month Rental at Basecamp: $800/month, Event Rental Launch Main Topic: Fearless Living – The Two Sides of "Go For It" We are talking about two forms of courage today: Professional Courage (to launch and critique) and Personal Courage (to be vulnerable and stand up). 1. The Courage to Launch and Critique: The Farm-to-Table AAR The Farm-to-Table Dinner was a huge "Go For It" moment. The real courage is in the fearless honesty of the After Action Review (AAR): Is this financially viable? $155 - 13/hour The Diagnostic Tool: The Homestead Revenue Stack We put the Dinner through our Homestead Revenue Stack to analyze where it sits and what it needs to succeed. The Dinner sits primarily in the Service Layer (Dinner/Class). AAR Findings & Action Plan Logistics Check: Reality vs. plan mismatch. Example: "Sunset on paper vs. Sunset in the holler (30 min BUBBLE)." Venue Needs: The oven/stove at BC needs an upgrade. Experience Flow: Need better arrival/mingling flow. Financial Fixes: We need to Price up, increase numbers at the dinner,  and rely on Upsells. Opportunity: There is an opportunity for a premium cherry add-on for the dinner service. Action: Get the chef on the wild edible walk (to enhance the product layer). Action: If connected to a Farm-to-Table meal delivery service, that would be amazing. 2. The Courage to Stand Up and Be Vulnerable: Local Politics Sometimes "Go For It" means stepping outside your established comfort zone for a cause greater than your business. The Event: Giving public testimony in front of county officials. The Experience: I got nervous! My voice sounded emotional instead of my usual assertive self. The Takeaway: The vulnerability made the testimony more powerful. Being involved in important local matters is one of the few ways we can truly make a difference for our communities, food freedom, and farmers. Bringing it Home: Your Challenge to Go For It Courage is action, not the absence of fear. Don't wait until you're "ready." 1. Fearlessly Audit a Project: Go For It and audit a side hustle or homestead project using a framework like the Revenue Stack. Be honest about where you need to price up, fix it, or drop it. 2. Go For the Hard Conversation: Go For It and speak up about a local issue or personal matter you know you should address. Your passion is more powerful than silence. 3. Take the First Small Step: What is the one small, specific step you can take today to move toward a big goal? Final Thought Sometimes, you just need to go for it.   Make it a great week.   Song:   GUYS! Don't forget about the cookbook, Cook With What You Have by Nicole Sauce and Mama Sauce.    Community Follow me on Nostr: npub1u2vu695j5wfnxsxpwpth2jnzwxx5fat7vc63eth07dez9arnrezsdeafsv Mewe Group: https://mewe.com/join/lftn Telegram Group: https://t.me/LFTNGroup Odysee: https://odysee.com/$/invite/@livingfree:b Resources Membership Sign Up Holler Roast Coffee Harvest Right Affiliate Link

Welcome to The Game w/ Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you'll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned and will learn on his path from $100M to $1B in net worth.Wanna scale your business? Click here.Follow Alex Hormozi's Socials:LinkedIn | Instagram | Facebook | YouTube | Twitter | Acquisition

You've made the sale. Now what? If you've ever felt unsure about how to keep the momentum going, this episode offers a fresh way to think about what comes next.Omar explores a set of strategies that top brands use to increase revenue without chasing new customers or spending more on ads. You'll hear how small, well-timed offers can turn a single purchase into something much more valuable for both you and your customer.Want to know how to make more money after the sale? Hit play at the top of the page and learn how upsells and downsells can help you grow your business the smart way.Watch the episodes on YouTube: https://lm.fm/GgRPPHiSUBSCRIBEYouTube | Apple Podcast | Spotify | Podcast Feed Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When it comes to assessing practice success, understanding various returns on investment is critical. Kiera and Kristy explain what the Dental A-Team is looking for when it comes to understanding the success (or lack thereof) of various investments. They specifically touch on the power of five different KPIs that'll keep your practice in line. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: K iera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today it's the KK podcast. Kiera and Kristy hanging out today. Kristy, how you doing today?   DAT Kristy (00:10) Good, it's a good day.   Kiera Dent (00:12) It's a great day. you like, I feel like I want to like KK. I mean, it's not, it's only two K's everybody listening, but I feel like it's like the Kit Kat. I don't know. It feels kind of like that between you and me. don't know why, but yeah, double the, or we could be like double mint, like double the flavor, double the fun. It's Kieran Kristy on the pod. Like there's just the two of us cause there's no other K names in the consultant world. It's just Kieran Kristy. So I mean, we got   DAT Kristy (00:36) That's right.   Kari and Kristy, you got it.   Kiera Dent (00:40) Kiera and Dana, so that could be my initials, cute. Then there's Kiera and Trish, but there's Trish and Tiffanie. Then there's Kiera and Brittany, no BS, Britt, she's on her own realm. And then we've got Monica. So, see, it's the two Ks, it's the double the, like, we're just gonna have fun here. Like, you get two of us, two brilliant brains. And believe it or not, Kristy and I actually might just be rivaling for like some of the biggest gains this quarter, so.   DAT Kristy (00:55) Yes, it does.   Kiera Dent (01:07) ⁓ not that we're here just for gains on clients, but Kristy does give me a run for my money, which all the consultants do. And Kristy's just like, she's, she's coming on hot this, this quarter. So I thought it'd be really fun, Kristy, for us to kind of dig into. Like either quarterly or twice a year annual reviews that we kind of do with clients and how you assess it. And we show the ROI that clients are getting, just cause I think it's important for clients to see like, what should you be assessing in your practice quarterly or two times a year?   How's the practice going? And Kristy, I think you're really, really strong in this. And I think you're really talented at looking at the practice and about their numbers and about, like, you love that. You and I will geek about numbers all day long, which is why it's the KK club, the KitKat club. Like we're here for the numbers. We're here for the fun. ⁓ But yeah, Kristy, kind of take it away of how do you set this up? What do you look at with clients when you're assessing their practices? Because always client style is like, I want ROI on consulting. And you do like,   amazing job at showing that ROI. So kind of take it away of what do we look at? How do we determine ROI? And I know this is your jam. This is what you love to do.   DAT Kristy (02:15) I love it. You're right. I do. You know, we all.   Kiera Dent (02:18) Do hear that little   giggle? I hope everybody heard that. Like that's Kristy's like. Kristy lives for this stuff and it makes me so happy because I do too. Like it's fun. It's fun to get the gains.   DAT Kristy (02:28) Yeah,   absolutely. Well, you and I have talked about this before. So many doctors just look   their bank account to see if they're on track or off track. And it's such a false sense of security looking at or lack of security, one of the two. with that being said, ⁓ there truly is like five   Kiera Dent (02:36) you   Mm-hmm.   DAT Kristy (02:48) KPIs that we're going to look at. And a couple of them are lag measures. A couple of them are lead measures.   ⁓ first view would be production net production collections. Yeah.   Kiera Dent (03:01) Yeah, don't even get into that gross. We don't want gains that are fake all y'all, okay? Like get   out. ⁓ Jason and I were talking the other day about guys, there's this, okay, Kristy, I'm gonna go on Tanger for a second. There's this really attractive actor on this show we're watching and I'm like, truly I was so disappointed when they kind of cut him from a couple episodes. I was like, no, she's gotta get back together with this guy because he's so good looking. And my husband and I, we look, because he looks pretty short.   DAT Kristy (03:13) you   Kiera Dent (03:28) So I like scoped him and I was like, how tall is this guy? And he says he's six foot and Jason's like, there's no way he's six foot. He's like, but do you ever hear some guy come in and they're like, yeah, I'm like 5'11". He's like, no, they all push them to the six foot. And I feel like that's what gross production is. It's like all of us are like, yeah, like I'm basically six foot. Yeah, I'm basically like a millionaire. Yeah, I'm basically there. Like, so we're talking, no, get out. We're here for like actual gains that you're actually getting net production.   my little side tangent, it's okay. It's okay if you're 5'10". It's okay if you're 5'9". It's okay if you're 5'11". We in production want to know the real number that we can actually collect, not the artificial one that makes you feel good when you're chatting with friends. You can fluff your height, but don't fluff your production.   DAT Kristy (04:15) love that 100%. So we got the net production and then the collections,   Kiera Dent (04:16) you   DAT Kristy (04:22) dollar for dollar percentage. Obviously we want them to be 98 % or higher. And then on the flip side, where are we diagnosing? What's our case acceptance? And so many people just look at the percent of case acceptance, but I also want to look at the dollars of what you're diagnosing because is it enough to reach your goal?   you know, where's your profit point at and what do we need to hit? Because we can celebrate 100 % case acceptance, which I don't think anybody ever has 100%, but you know, if you're getting 50 % case acceptance, which is still a very good percentage, 50 % of what? If we need to hit 150 every month and we're only hitting 100, it's not enough to get us there. So those would be the main five KPIs that   ⁓ tell us the health of your practice, right? And go ahead, care.   Kiera Dent (05:18) I   was gonna say, and Kristy, as you said that, diagnosing, don't think people realize is as important as it is. For whatever goal you wanna hit, there's a industry standard that you need to diagnose three times what you wanna produce. So if you wanna produce 100 grand, you need to be diagnosing 300,000 minimum to be able to get there, and you better hope you've got a great treatment coordinator who can close. And this is actually like...   I'm gonna like give a little secret away that we'll see if people are smart enough to pick up on in future years. This is the number one thing I actually look for in a consultant. I look to see, do an interview, we give them some stats and if a consultant cannot pick up this practice like without fail, they come in and they wanna talk block scheduling, they wanna talk other things. But I need a consultant to be able to see that a lot of times the reason a practice is not hitting their goals is due to a lack of diagnosis. And another reason we do that is because   Kristy and I are not dentists and we're not here to tell you how to diagnose. We're just here to help you see that based on industry standards and what you should be diagnosing of a healthy practice. If you're not getting enough diagnosis and doctors, you've got to hear this. If you are not diagnosing enough, this is a doctor issue and we're not saying to overdiagnose, but you have to diagnose enough. If you're not diagnosing enough and there's not enough treatment coming through, your practice will not grow. And that's not your team's fault. That's a you problem.   And so making sure that you, your hygienist, you use AI, but Kristy, I'm so glad you brought that up because production collections are always easy. But what impacts that, like you said, is the diagnosis, then the case acceptance, the new patients. And that's where it says lead and lag. Like everybody's looking at the lag of production collection, but it's like, what did we do to get there? And Kristy, I love that you bring these five things up every single quarter, every single, like twice a year with your clients, because people don't realize your bank account is a lag measure.   of what you've been doing in the practice. And then like another one is your overhead and what are you spending? Because if those things are in check, but we're spending everything we're making, we're not saving for taxes. Well, yeah, that's a real fun moment. Your bank account's really gonna look bleak, even if everything's working in the practice. So I really hope people take note because it's such a good thing for people to be aware of.   DAT Kristy (07:09) .   Absolutely. to that point, Kiera, like so many people think if that number isn't where they want it, let's go get more new patients. And then they want to spend more money on more new patients. And nine times out of 10, this is exciting time of the year because we're halfway through the year. Take a look at what you did treatment plan. I mean, I see a lot of practices, you know, let's for easy math, they're diagnosing a million dollars and we've closed 500,000. Holy cow. Even if you captured, you know,   percent of that difference like what would that mean to your bottom line and this is a perfect time to take a step back and go my gosh we have five months left in the year what would that look like break it down chunk it down to simple   pieces that your team can digest and you guys have fun with it. It's all about getting patients healthier. Let's face it, you're not diagnosing things patients don't need. So let's go get it. Let's get our patients healthy and gamify it. See one more crown a day or one more implant a month. What is it? Right?   Kiera Dent (08:35) Yeah. And Kristy, I think something you do so well that I hope people heard is you're not going for the big gains. You're going for the little like squeeze the juice, like get the last bit of toothpaste out of the tube of toothpaste. And I don't think people like that's not sexy. It's like, hey, I heard this podcast that I'm supposed to like go look at these small things versus we're getting all these new patients and we signed up for marketing. Well, but like this is where the elite practices shine. This is where the like really superior   Practices go people are like here. How do you do it? How do you guys like add? 20,000 40 that I Kristy I was looking at some of your stats girl. You're like, like I said, I love a good hustle and some of your practices you're adding like 50,000 a month to their practices and that's Incredible and people like how you do it Kristy's literally telling you it's through squeezing the tube of toothpaste in these small little moves that actually are not that hard going and getting new patients and signing up for marketing and all that that to me is actually hard fixing your diagnosis   getting your whole team on board, looking to see at what our production collections are, making sure our collections are tight. Those things are way easier. They're not as fun, they're not as sexy, but way easier than having to go like hunt and fish for new patients, even though it's way more fun to tell people you signed up for marketing. It's not fun to be like, yeah, we got a new billing thing in place. Like we got our AR fixed. That's not fun to admit, but it's way fun on the bank account and the profitability side too.   DAT Kristy (09:58) Yeah,   100%. And again, ⁓ so going back to the new patients, they want to spend more money to get it. But then have you looked at like, how are we answering the phone? How are we capturing the patients that are calling? Maybe you really don't need to spend any more money to cap, you know, they're coming in, we're just not capturing them, you know, and I'm always a fan of, you know, there's the internal marketing and external.   everything Fred Joyle said it best right everything is marketing we are marketing so get real intentional and get in relationship with your patients figure out what they want and tie their care back to it you know   Kiera Dent (10:39) Mm-hmm.   Yeah, I think it's brilliant. And I think it's like you said, everything we do is marketing. And so if we realize that and so many people want external marketing, and I think to me, the reason people want external marketing, and I'm not here to say not to do external marketing, I think it's a, it is a piece and a part of it. But I think it feels like a diet pill sometimes, like, let's just let's just throw money over there. And let's hope it fixes our problems. Let's out produce our problems rather than fixing our problems. And I really want people to realize like,   elite business ownership and being part of the elites, and we're not talking big practices, there's no right size to it. That all comes actually from doing these small little things and internal marketing, once again, is so good. These patients already love you. You already have a base of people that love you. And if you treat those people really well, rather than constantly going to try and swoop and get more people in, those people then refer, they refer better people to you.   It's easier. I have a practice and it was wild. They're like, Kiera, we signed up with marketing and we're trying to get it. And again, this is not a bash on any marketing companies. It is definitely necessary. ⁓ but they're like, but we're just not getting more, more new patients. Talk to another client. They're like, we, we just signed up with a marketing company and it's actually gone down. And I'm like, well, tell me what were you doing before to get patients? And they're like, we were at the church, we were in this magazine. And I'm like, well, get back in that because it was, it was showcasing the good things you're doing. It was being this like,   more B2B, it was being more connected rather than just trying to go for the masses and it's wild because internal marketing can be so much more effective if done right. And like you said, be in a relationship with your patients and know what they want. And great Google reviews, great Google reviews are your fastest, easiest marketing. So pay with Swell, like let's throw another plugin for Swell. It's been a few months since I put them in.   Go to Swell, SwellCX.com. Tell them Dental A Team sent you. Literally Zeke and I met when he founded the company. So you still get like founding prices, because that was the promise he and I made that you guys would get that. But honestly, just get your Google reviews up. Save the money. I don't know. Kristy, you and I are such birds of the same feather. That's why we're KitKat over here. We just think very similarly. And I think that's why we get very similar results as well.   DAT Kristy (12:55) Yeah, I think that the other big thing here is to recognize so many people are afraid of numbers. The members just start to tell a story and what we fail to realize is there's a system behind every one of those numbers. And if the number isn't where we want it, we need to pull up that system and figure out the system's a recipe, right? It's our cookbook. If it's not where we want it, then let's go back and figure out, did we mess up the recipe? You know, or   is the recipe, we're following it to a T and we just need to change up and find a new recipe because it's not getting the result. So ⁓ I love digging into those numbers because that tells us where we need to focus on this quarter to get the results we want.   Kiera Dent (13:40) And I really love that you said numbers just tell a story and there's a system behind the number and this makes it so much easier like going back There's a podcast I did a little while ago where I talked about the yes model and Dental A Team to help you say yes to more It's focusing on you as a person your vision which Kristy alludes to like are we on track or not for that vision and then E stands for earnings and profitability and S stands for systems and if you put them in that order So you've got your vision then we look at the numbers just like Kristy said   then you put into place the systems based on what those numbers tell you, it becomes a much more manageable and easier to digest process rather than being like, I need all the systems. And it's like, no, no, no, you just need the systems based on what the numbers tell you because I'm sure you're doing a lot more right than you think you are.   DAT Kristy (14:25) Absolutely. And I also think, you know, it's a good time to take a step back and evaluate where you are on the culture scale too, right? Happy team creates happy patients and happy patients pay and refer. So it all goes hand in hand.   Kiera Dent (14:39) Good   thoughts on there. Okay, so what else do you go? You go through the production collections, diagnosis, case acceptance, new patients, lead lag measures. Then you move into, we on track, off track for our goals of where we're at this year? What are the things that we could do now to get there by end of year? Are they still relevant? Are we still on track? What else do you look at with your clients when you're doing these assessments, Kristy?   DAT Kristy (15:02) Yeah, well, I always like to start the year off with projecting where we're going. And so also calculating back to that. And you and I talked about overhead. If we take what our average overhead is for the year, are we on track for meeting that or not?   Right? Because we can project all day long. I can want to make $3 million, but this $3 million cover overhead expenses and our savings for the year. So always measuring back to that. And if we're off track figuring out how can we get on track, right? Did doctor take off more time or do we need to add in a Friday to get to goal? You know, those types of things. Or are you, ⁓   okay with where we're projected to land and you feel confident about that. You know, once in a blue moon, well, I shouldn't say once in a blue moon because you and I do get them up there, but you know, it also relieves them and they can maybe even take an extra week off or a few days off because they're ahead of goal. Yeah.   Kiera Dent (16:06) Totally.   And those are the fun ones. That's what we want. We want to be ahead. We don't want to always be behind. And I agree with you, Kristy. The offices that are ⁓ diligent and consistent at looking at these, we look at these monthly, we look at these quarterly, we look at these annually, we assess, we redirect. It's like, I don't know. I feel like what you do is there's a plane. I just flew back from Greece, which was a very long flight. And it was very fun. This is where I watched.   DAT Kristy (16:13) Mm-hmm.   Kiera Dent (16:35) so many of these shows of this very good looking actor. I thought I was like, how tall is this man? While my husband's sitting next to me, it's okay, it's all right. We're allowed to have a few celebrity crushes. ⁓ But on our flight back, it was like a 12, 13 hour flight home. And I think about if that pilot would not have checked to see if we were a few degrees off, I could have easily ended up somewhere else. And that's just by a few degrees. And so what I feel you're doing, Kristy, on these quarterly, these monthly, these annual check-ins is making sure   that we're still navigating towards Greece or towards wherever we're trying to get. And are we on track or like you said, do we need to do a small navigation at a Friday, change this, look at our spending to be able to end up there at the end of the year or like, are we so far off course? So we need to like correct a little bit and then get back on track for next year. But the hope is that we catch that soon enough because we're never gonna go in a straight line. It will never be perfectly across. There will always be hiccups, there will be turbulence, there will be.   things that you gotta go around, you gotta redirect places. But if we're constantly looking at it, we stay much more on course and charter to where we want to go rather than like hoping and wishing we end up where we actually set out to go.   DAT Kristy (17:43) Yeah, 100%. And sometimes it's also looking, where are we spending? Right? Is there something that crept in there? We talked about this before too, with, you know, the subscriptions or, I mean, it's funny because the very first doctor that   I remember him telling a story about an airline and I was just sharing this recently with a client. I think it was like American, you guys could probably Google it and find it, but it's back in the day when they would serve meals to everybody and this airline decided that they could cut one olive.   Kiera Dent (18:17) Hmm?   DAT Kristy (18:17) and it cut their bottom line by a ton. Like what is the cost of one olive? So where can we tighten the ship a little bit? Those things are kind of, again, have fun with it, gamify it. Get your team involved. Let them be part of the solution.   Kiera Dent (18:37) Yeah,   and Kristy, I love that because we talk about this olive, the FedEx trucks and then chicken nuggets. And going back to it, the black olive airline cut, it was one olive, saved them $40,000 annually. I just pulled it up to sea and it was on American Airlines. And Tiff and I talk about the chicken nugget, like they used to serve five chicken nuggets, which was the right amount. Well, they dropped it to four. Four is not enough, so now you...   Upsell to 10 and I'm like that's one chicken nugget. This is one olive and I agree with you Kristy for me This is the fun of business like how can I go find that one olive or that one chicken nugget Tim and I get really excited when we find a whole chicken farm. Like that's a good one I'm like, wow, that was that was like a really good idea or a whole salad But again, it's to cut costs but improve patient care. Like what are they? mean even today Kristy, Shelbi, Britt and I were going through our expenses in dental a team   DAT Kristy (19:25) Mm-hmm.   Kiera Dent (19:30) and we looked and we have Adobe and we still use Adobe for contracts. But Shelbi looked at it, we're paying 65 and we use Canva and our marketing team doesn't need all the entire suite of Adobe anymore. But that was something we put into place like five years ago. We've been paying 65 bucks every single month when we only need to be paying 19. Not that that matters. And so many people are just like, well, here it's 40 bucks. And I'm like, okay, you want to play a game with me? I'll play a game. It's 65 minus 20.   DAT Kristy (19:57) me.   Kiera Dent (20:00) Okay, so 45 times that by 12 times that by five years is 2,700 bucks that I've been overpaying just on a subscription that's doing nothing for our company that I could have cut. And I'm like, I know you might not get out of bed for 2,700 bucks, but I'm like, you find that subscription, you find this subscription, you find that one, all those little, do you think someone really was excited on American Airlines to save $40,000 when it's a multi-billion dollar business? But 40,000 here, 20,000 there.   DAT Kristy (20:26) Right.   Kiera Dent (20:29) 50 bucks here. also think Kristy, to me, it's the discipline of auditing, of looking. It's more than I think the olive or the Adobe subscription or the chicken nugget. It is the constant innovation to look, to be the most savvy business that we can possibly be. And then we flip to the other side and give the best service that we can as well.   DAT Kristy (20:51) 100 % I agree with you, Kiera. Yeah, it's just those small incremental things. And it's about being intentional versus doing it by default, right? Let's do it intentionally so that when we get to the end, there's no surprises.   Kiera Dent (20:52) you   love that because I hate surprises in December as a business owner. Oh, I used to dread December's like and it's a great time to travel. It's a great time to hang out with family. But I used to cry like beginning of December, it was tears every single year. And then by the end of the year, I was exhausted. had nothing left for family and it's supposed to be such a fun time that I agree with you, Kristy. It's like no tears. The projections are there we were prepared. I don't know there really is a saying like if you are prepared, you will not fear and I'm like, it really is that case and also   Like CPAs, I'm gonna rag for a second. They rag on consultants. This is a love relationship we have with CPAs and consultants. I get so annoyed that like CPAs don't tell you till December. And I'm like, no, have the meeting in July. Have the meeting in October. Figure it out because you still have time to pivot. And that's what Kristy and I wanted to come on today is there's still time to pivot if you look at these items, you look at the things we're discussing, you look to see what can we do. There's still time. It's like, we're not at the 11th hour.   hoping to try to make up time in such a short amount of time. call your CPAs, find out where you're at on your tax liabilities. Are you on track for saving that? There's so many times that we have our meeting with the CPA and he's like, Kiera, I need to up and increase and start cutting. And I'm just annoyed every time, but I'd rather do that over the course of six months rather than one month, because I still have time to make that correction with it, not hurting as much as it could.   DAT Kristy (22:30) It's so true, so true. And the efforts to get there are a lot smaller when we can dilute it over five months versus two weeks, because we didn't look till the end of the year.   Kiera Dent (22:42) especially the two weeks in December where we're not producing so we're not even collecting and we have to pay more. It's just a really like nasty path. So I'm like, no, no, no, just don't plan for December. Have that be your gravy slush time. Get it all done in 11 months. But like even that kind of thinking, Kristy, I don't think is common. I think it's very abnormal to think, well, if my December is only going to be two weeks, why am I banking on that as a full month? Why don't I bank on? And this is back to mine and Kristy, like we love the projections. We love to think of like   DAT Kristy (22:59) No.   Kiera Dent (23:12) How could I get this done in 11 months? How can we give you vacations? How can it be done in this many weeks? And that's something, Kristy, I really do feel like it's the Kit Kat Club over here. Like we really do think in such a similar way, but I want you to realize like this is how Kristy and I are able to throw gains. We're able to help practices get to where they want to be, but also with it being easy, happy teams, happy culture, not a lot of stress, ⁓ and just kind of doing the small minutiae things that actually make insane gains.   for a practice. We help find the olives, Kristy. Every so often we might get a tomato, but it's the small olives that actually make the huge impact for a practice.   DAT Kristy (23:42) Right? Yeah, let's get the olives. Yeah.   100%, 100%. And hopefully we can show it's easy. It's not hard. It truly isn't hard. It's one patient at a time and just capturing a little bit more.   Kiera Dent (24:03) Yeah. And then Kristy, I think it's really fun what you do for your clients too, is you show them the ROI that you brought to them through AR, through production, through overhead savings. So that way a client, regardless of their bank account saying, can literally see that in the course of working together, this is what we've been able to accomplish together. Because I think as a business owner, it is so easy to forget like what it felt like when I couldn't lift 20 pounds, now that I'm lifting 50 pounds.   Like it's so easy because 50 pounds becomes your new normal, but you're like, no, no, no, no. Remember how we started and you couldn't even lift like five pounds. Then you got up to 20, then you got up to 50. I think it's very easy for clients to forget where they started because their new norm is where we've grown them to.   DAT Kristy (24:48) Yeah, it's so true. mean, you know me, I love analogies and it's almost like your periopatient that's been coming in every three months and now they're healthy and so they want to push it back out and it's like you forgot it's this effort coming every three months that's gotten you healthy and the minute we change it, things start to slide, you know, so. ⁓   Yeah, mean, hopefully, hopefully we can always show that value in it. They still have to do the boots on the ground hard work, but you know.   even Tiger Woods has a coach, right? And that coach can see around corners to see things a little bit faster maybe when things aren't moving the same. You your swing's off, what's happening, what's going on, you know, and to keep you back on track. it's fun, it's fun partnering with clients and being able to see that and course correct and help them achieve their goals.   Kiera Dent (25:43) ⁓ I love it. Kristy, I agree with you. And I think that that's why we have the passion for consulting. We have the passion for practices. We have the passion for wanting you to strike. It's crazy because like, I don't know, we have a tagline, which marketing told me I need to get rid of because it's more about me than it is about you. And it does not make sense to me. ⁓ where it says like your success as a practice is truly Dental A Team's passion. Like this is what gets me and Kristy up out of bed. This is what makes us want to get on a podcast and share with you is   you being successful, you getting your dreams, you hitting these goals is what we are obsessed and so passionate about. So I think it's so fun. So I'd say, Kristy, if practice is listening right now, what would be kind of like your bow on our podcast today that you'd say like, okay, from everything we've talked about, what do they take away? What can they go implement? ⁓ Because sometimes it can feel like, well, what's my first step to be able to get on this path of slight course corrections to get to my final destination with ease.   DAT Kristy (26:42) Yeah, well first off, if you haven't figured out your goal, maybe look at what you finished at last year and at least strive for 10 % above that because we know that that's at least keeping up with inflation. Again, I don't know if that's meeting your overhead needs, but at least it's a good point. And then reverse engineer it. See how far you're off track from that for the year.   and ⁓ what's one more day or one more thing every day. Hopefully you're doing some sort of morning huddle and ⁓ inside of the morning huddle, everybody has a part to play, right? So admin, look, is there any balances that need to be collected?   ⁓ patient wise in doctor's schedule, is there anybody that could come back in through hygiene? Hygiene, if we have undiagnosed treatment and we know there is, because we see those numbers every day in morning huddle and it's almost like crazy alarming the amount. Usually it's more than what you're even producing for the day. So, gamify it and try to turn those patients into healthy patients by converting their treatment. ⁓   know just those simple things right there is going to make a big difference to your year end.   Kiera Dent (27:55) I that. I love it, Kristy, so much. And I love that you have the passion and the love. I love that you will also sit down with your clients. And I think that that's the discipline and maybe like the fast track of using a consultant is, Kristy, you prepare these for your clients. You think about it. You're looking down the line of things they're maybe not even considering doing. They're not thinking about midway. How are we doing? What are our projections? Are we on track? Are we off track? Where are we at? And I think having a consultant, like you said, with even Tiger Woods,   looking around the corner, looking down the line. Kristy and I are both like, we're watching the clock. We know we only have so many more months in the year. Where are you at? How can we make sure that we're constantly keeping you on track to get to your goals? Where maybe you're just having a fun summer vacation or you're just coming back. Like we know that that's our job is to be looking down the line for you, watching out for you, projecting for you, course correcting with you. ⁓ Even when you're in the day to day problems. And I think Kristy, that's just a   a shout out to you and a shout out to consultants because this is why we do what we do. So if you, if you are like most business owners, including myself, when I first started and you hate numbers, that's why there are people like Kristy and myself that exist because we love to get into the nitty gritty. We love to look for those olives. We love to help you go do the dentistry and we're going to sit here and help make sure your business and your team and your practice is flourishing. So that way the hard work you put into being a dentist pays off for you in the end. So Kristy love this, love what you do for our clients.   Love being the, the KK Kit Kat, whatever we want to be over here. mean, it might stick. We might be Kit Kats for Halloween. You never know, but Kristy just super appreciate you and all that you do for our clients and for our company and you as a human being, you're just a gem. And I'm so freaking lucky to work with you.   DAT Kristy (29:28) Yeah.   Thank you. It's my honor and you know what? We're stronger as a team, I have to say. So no matter what consultant you have in our company, you get all of us. So we collaborate, we cheer each other on, just like hopefully you're cheering your team on. So happy to help.   Kiera Dent (29:49) Bye.   Kristy,   you said that so well and it is true. I see you and all the consultants like have little meetings on your calendars of connecting and chatting and I do agree. We all help each other out. We want all of our clients to succeed no matter who you're working with. So for all of you, if you're struggling or you're like, gosh, I really would love that help or just having someone, I'll just put our arm around you and like, we're here to help you. We're here to support you. We're here to guide you. We're here to look around that corner. Reach out, Hello@TheDentalATeam.com. And as always, Kristy, thanks for being with me. Thank all of you for listening.   and we'll catch you next time on the Dental A Team Podcast.  

Oisin O'Connor is the CEO and co-founder of Recharge, the leading subscription management platform powering 75% of all Shopify subscriptions. Under his leadership, Recharge has become a critical infrastructure partner for over 30,000 brands, reaching 100 million subscribers and $100 million ARR.In this episode of DTC Pod, Oisin pulls back the curtain on what it really takes to win with subscriptions in today's DTC landscape. He shares insider strategies for subscriber growth, optimizing retention, and leveraging Recharge's newest AI-powered tools to minimize churn. Oisin also shares specific benchmarks every brand should measure, real-world examples of subscription funnels that convert, and actionable experiments operators can run to unlock long-term profitability and scale.Episode brought to you by StordInteract with other DTC experts and access our monthly fireside chats with industry leaders on DTC Pod Slack.On this episode of DTC Pod, we cover:1. Evolution of subscriptions in physical product e-commerce2. How to spot and create product-market fit 3. Differentiators that set Recharge apart from early competitors4. The compounding power of subscriptions for long-term growth5. Unit economics, LTV vs CAC, and why retention is king6. What best-in-class subscription brands do differently7. Optimizing conversion funnels for subscriber growth8. Subscription benchmarks: churn rates, retention, and second order metrics9. Reducing churn with data, cancellation flows, loyalty, and rewards10. Automations and integrating Recharge with supply chain and 3PL operations11. Leveraging AI Concierge for customer retention and support12. Evolving customer experience and the need for seamless subscription management13. How Recharge guides merchants with data, support, and innovation14. Experiments and mistakes founders make launching subscription brandsTimestamps00:00 Oisin's background, founding story, and early agency experiments04:06 The rise of Shopify and the breakthrough with Recharge05:19 The subscription model: initial skepticism and quirky early adopters06:47 Technical challenges in enabling subscriptions on Shopify09:00 First major subscription brand success story10:15 Compounding growth through subscriptions11:36 Legacy brands and decades-long customer retention13:06 Building DTC businesses with sustainable unit economics14:37 Lessons from TV advertising history and the narrowing of scalable models16:29 Key traits of successful subscription businesses17:09 Product, recurring need, and conversion strategy18:27 Understanding subscriber value and optimizing acquisition19:26 Retention: keeping customers post-acquisition  19:52 High-performing brands and funnel design20:05 Subscription by default, offers, upsells, and cross-sells21:39 Conversion tactics from PDP to post-checkout22:38 Benchmarks for healthy churn and retention23:06 How top brands reduce churn and track performance24:58 Recharge tools: analytics, cancellation flows, Klaviyo integration26:41 Rewards and automations to boost retention27:33 Automate flows for backend fulfillment and logistics28:20 Launching AI SMS concierge for subscriber experience29:40 Reducing customer service friction and delighting shoppers32:15 Customer experience as a core differentiator34:04 The competitive subscription landscape: Recharge's position35:41 Product innovation, support, and actionable guidance37:16 Data-driven product innovation and merchant success38:04 The future of subscription, retention, and platform innovation40:38 Biggest mistakes founders make with subscriptions41:58 Experiments founders should run with Recharge42:58 Where to connect with Oisin for advice and mentorshipShow notes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.  Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTokOisin O'Connor - Co-Founder and CEO of RechargeBlaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of Castmagic

Want revenue you can count on—every month? In this episode, Ashley interviews Sarah Williams, the “queen of subscription boxes,” on exactly how to launch and scale a profitable subscription box that funds your team, your rent, and your freedom. Sarah reveals the step-by-step from her first 44 subscribers to thousands—including pricing first (then product), margin targets, retention levers, tech stack choices, and the community strategy that keeps customers! What else we talk about: Pricing first: use AOV to set price; back products into margin Margins that work: start ~45%, scale to 60–67% with buying power Retention: why community + live video drove 94% lifetime retention Upsell math: “ultimate” tiers and high-margin add-ons that subscribers love   Join The Boutique Hub Sarah Williams & Launch Your Box with Sarah Website: Launch Your Box Facebook: SubBoxwithSarah-Facebook Instagram: @howtostartasubbox Additional resources for you! ➡️ Sarah's packaging cheat sheet ➡️ Curating a box experience --- Ashley Alderson: Instagram     The Boutique Hub: Website | Facebook | Instagram | Pinterest | TikTok | YouTube

This is part 5 of Alex Hormozi's new book $100M® Money Models. In this section, Alex (@AlexHormozi) lays out his frameworks for sales, why structure beats charisma, and how to design offers that consistently close.Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast, you'll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned and will learn on his path from $100M to $1B in net worth.Wanna scale your business? Click here.Follow Alex Hormozi's Socials:LinkedIn | Instagram | Facebook | YouTube | Twitter | AcquisitionMentioned in this episode:Get access to the free $100M Scaling Roadmap at www.acquisition.com/roadmap