Podcasts about kpi

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Best podcasts about kpi

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Latest podcast episodes about kpi

Elite Business Advice Podcast
Your North Star Metric

Elite Business Advice Podcast

Play Episode Listen Later Jun 10, 2025 28:08


What if there was one metric, one KPI, one identifiable number that if you focused on only that, it would give you success in your business? There is actually! And this metric drives all decisions in your business based on it and can almost guarantee financial success if you achieve it!To grab one of the remaining spots for the 2025 Elite Business Retreat, visit www.elitebusinessadvisors.com/retreatNeed help determining and executing the game plan for your North Star Metric? Schedule a free business analysis meeting with us at www.elitebusinessadvisors.com!

Beyond Deadlines
From GC to Owner Scheduler: How to Nail the Interview (Real Example)

Beyond Deadlines

Play Episode Listen Later Jun 10, 2025 27:31


In this episode we dive into landing your next job with powerful interview secrets. The ChallengeTransitioning from a senior scheduling role at a general contractor to an owner's position at a major tech company like Google can be daunting. Schedulers must not only demonstrate technical proficiency but also navigate the shift in perspective from contractor-focused to owner-centric scheduling. In this hypothetical challenge, Greg Lawton navigates an interview conducted by Micah Piippo, highlighting critical strategies schedulers must understand, such as managing stakeholders, adapting to different corporate cultures, and influencing decision-making processes effectively.Continue LearningCheck out our new book The Critical Path Career: How to Advance in Construction Planning and SchedulingSubscribe to the Beyond Deadlines Email NewsletterSubscribe to the ⁠⁠⁠⁠Beyond Deadlines⁠⁠⁠⁠ Linkedin Newsletter⁠⁠Check Out Our YouTube Channel⁠⁠.ConnectFollow ⁠⁠⁠Micah⁠⁠⁠, ⁠⁠⁠Greg⁠⁠⁠, and ⁠⁠Beyond Deadlines⁠⁠ on LinkedIn.Beyond DeadlineIt's time to raise your career to new heights with Beyond Deadlines, the ultimate destination for construction planners and schedulers. Our podcast is designed to be your go-to guide whether you're starting out in this dynamic field, transitioning from another sector, or you're a seasoned professional. Through our cutting-edge content, practical advice, and innovative tools, we help you succeed in today's fast-evolving construction planning and scheduling landscape without relying on expensive certifications and traditional educational paths. Join us on Beyond Deadlines, where we empower you to shape the future of construction planning and scheduling, making it more efficient, effective, and accessible than ever before.About MicahMicah, the CEO of Movar US is an Intel and Google alumnus, champions next-gen planning and scheduling at both tech giants. Co-founder of Google's Computer Vision in Construction Team, he's saved projects millions via tech advancements. He writes two construction planning and scheduling newsletters and mentors the next generation of construction planners. He holds a Master of Science in Project Management, Saint Mary's University of Minnesota.About GregGreg, an Astrophysicist turned project guru, managed £100M+ defense programs at BAE Systems (UK) and advised on international strategy. Now CEO at ⁠⁠Nodes and Links⁠⁠, he's revolutionizing projects with pioneering AI Project Controls in Construction. Experience groundbreaking strategies with Greg's expertise.Topics We Coverchange management, communication, construction planning, construction, construction scheduling, creating teams, critical path method, cpm, culture, KPI, microsoft project, milestone tracking, oracle, p6, project planning, planning, planning engineer, pmp, portfolio management, predictability, presenting, primavera p6, project acceleration, project budgeting, project controls, project management, project planning, program management, resource allocation, risk management, schedule acceleration, scheduling, scope management, task sequencing, construction, construction reporting, prefabrication, preconstruction, modular construction, modularization, automation, Power BI, dashboard, metrics, process improvement, reporting, schedule consultancy, planning consultancy, material management

Magyar Business Podcast
CoachSultant és Vállalkozói Stratégia: Kulcs a Sikerhez - Kocsis Gábor / CoachGabor.com

Magyar Business Podcast

Play Episode Listen Later Jun 8, 2025 116:49


Mi a különbség egy jó tanácsadó és egy igazi CoachSultant között?Hogyan tud egy vállalkozói stratégia valóban versenyelőnyt adni — nem csak elméletben, hanem a napi működésben is?És milyen KPI-ok segítenek abban, hogy ne csak pörögjön a cég, hanem stabilan és fenntarthatóan növekedjen is?

Mailbox Money Show
Justin Roethlingshoefer - How to Increase Your Healthspan

Mailbox Money Show

Play Episode Listen Later Jun 6, 2025 49:52


Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Ready to take ownership of your health and unlock your true potential? Join host Bronson Hill and co-host Nate Hambrick for an inspiring conversation with Justin Roethlingshoefer, former NHL trainer, elite hybrid athlete, and author of The Power of Ownership. Recorded in June 2025, this episode dives into Justin's journey from childhood obesity and anorexia to becoming a top competitor in Hyrox and DEKA events at age 37, all while running Own It Coaching to empower entrepreneurs. With degrees in health sciences, a doctorate in heart rate variability (HRV), and a faith-driven mission, Justin shares how HRV reveals your body's true health, why health decays slowly until it's sudden, and how to optimize oxygen, sleep, and nutrition for longevity.From practical hacks like the 3-2-1 sleep rule to redefining aging as the pursuit of comfort, Justin's insights will motivate you to prioritize health as the foundation for wealth and purpose.TIMESTAMPS00:48 - Guest introduction: Justin Roethlingshoefer 02:42 - Justin's story: From fat kid to elite athlete 05:25 - Functional medicine: Seeing the body holistically 07:22 - Hyrox and DEKA: Finding purpose in competition 10:17 - Overcoming eating disorders: Identity and worth 12:45 - Health lessons: Breaking the “broken” narrative 16:52 - Why health isn't urgent: Slow decay, sudden crisis 19:38 - Entrepreneurs' health: Building capacity for mission 22:32 - Systems for busy leaders: Double-dipping routines 25:26 - Heart rate variability: The ultimate health KPI 30:09 - Practical hacks: Zone 2 work, 3-2-1 sleep rule 35:07 - Optimal nap window: Boosting circadian rhythm 41:19 - Longevity science: Health span vs. lifespan 47:18 - How to connect with JustinConnect with the Guest:Website: https://ownitcoaching.comInstagram: https://www.instagram.com/justinroethAmazon (Book): “The Power of Ownership by Justin Roethlingshoefer”#HealthIsWealth#PowerOfOwnership#LongevityMindset#HeartRateVariability#HybridAthlete#FaithAndFitness#EntrepreneurHealth

Radio SKOVORODA
Лідерський подкаст – Е8 – Залученість персоналу, яка щедро повертається

Radio SKOVORODA

Play Episode Listen Later Jun 6, 2025 35:44


Чи можна змусити людей працювати краще, не змушуючи? Чому хтось просто приходить на роботу, а хтось «будує храм»? Як виміряти щось таке невловиме, як залученість? І чому важливо не плутати залученість з лояльністю чи мотивацією? У восьмому епізоді «Лідерського подкасту» Андрій Рождественський – виконавчий директор Центру лідерства УКУ, тренер і експерт – розбирає феномен, що формує успіх компаній, але часто залишається поза фокусом керівництва: залученість персоналу. Чи впливає залученість на прибуток і продуктивність? Яким чином вона зменшує плинність кадрів і кількість прогулів? Чи буває «антизалученість» – і що робити, коли вона отруює команду? Цей епізод – must для тих, хто хоче не просто керувати, а будувати культуру участі, змісту й натхнення. Бо справжнє лідерство починається не з KPI, а з внутрішньої залученості. Також наприкінці епізоду на вас чекає – невелика, але символічна пасхалка. Не пропустіть! Дізнайтеся більше на YouTube-каналі Radio SKOVORODA або ж обирайте зручну для вас подкаст-платформу: Apple Podcasts, Spotify, SoundCloud, Megogo Audio. Залишайте свої запитання в коментарях. Андрій відповідає на них у кожному новому епізоді. Автор та ведучий: Андрій Рождественський https://www.instagram.com/andrewrozhdestvensky/ Сторінки Центру Лідерства УКУ: YouTube https://www.youtube.com/channel/UCgfieIMCQGN6JH_0S6q55zQ Instagram https://www.instagram.com/leadership.center.ucu/ Сайт https://uculeadership.com.ua/ Radio SKOVORODA https://www.instagram.com/radioskovoroda/ «Лідерський подкаст» – авторський проєкт Андрія Рождественського, створений у партнерстві Центру Лідерства УКУ, що формує майбутніх лідерів, та Radio SKOVORODA – голосу сучасності.

The Wealth Without Wall Street Podcast
Why Doctors Struggle to Leave Their Practice (And How to Fix It) with Dr. David Phelps

The Wealth Without Wall Street Podcast

Play Episode Listen Later Jun 5, 2025 36:04


Would you walk away from a thriving career if it meant finally having time with your family? Dr. David Phelps did, and what he shares about time, freedom, and wealth might just change your life.In this powerful episode, Russ and Joey sit down with Dr. David Phelps, host of The Freedom Founders Podcast, to discuss the life-altering decision he made to sell his dental practice for the sake of time and family. After facing his daughter's life-threatening health challenges, David discovered a new metric for success–time freedom, not just net worth.He shares how he built passive income through real estate long before it became popular and outlines the exact mindset and strategy professionals need to exit the rat race early. His honest insights will challenge listeners to stop delaying their freedom and redefine what success truly means.Top three things you will learn: -Why time is the most undervalued KPI in life and business-How doctors and high-income earners can reverse engineer financial freedom-Steps to building passive income outside of traditional Wall Street investmentsAbout Our Guest:Dr. David Phelps is America's leading authority on creating freedom in life and business. As a nationally recognized keynote speaker, David brings dynamic energy and rare insights into how to achieve financial freedom by building a real business that doesn't take over your life.His unique message and proven success tools are sought after by professionals in various fields, including dentistry, medicine, law, and corporate leadership, who aim for a level of freedom that previously seemed unattainable.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Dr. David Phelps:-Website - https://wealthwithoutwallstreet.com/thefreedomfoundersBook Your Free Passive Income Game Plan Session:-https://wealthwithoutwallstreet.com/freecallInvest Like a Billionaire Podcast:-https://thebillionairepodcast.com/Want to raise millionaire kids? Watch how Sharran Srivatsaa — former Goldman Sachs banker turned entrepreneur and investor — is building a generational wealth system with his kids, step-by-step. -https://go.wealthwithoutwallstreet.com/millionaire-kidsTurn Active Income Into Passive Income:-https://wealthwithoutwallstreet.com/piosWealth Without Wall Street New Book:-https://wealthwithoutwallstreet.com/newbookJoin Our Next Inner Circle Live Event:-

Profit Cleaners: Grow Your Cleaning Company and Redefine Profit
The AI Tools You Need to Streamline Competitive Research for Your Cleaning Business

Profit Cleaners: Grow Your Cleaning Company and Redefine Profit

Play Episode Listen Later Jun 5, 2025 21:52


Are you still manually reviewing competitor feedback? You run the risk of falling behind because  your biggest competition is leveraging AI to gain market insights in just minutes.In this episode of the Profit Cleaners Podcast, Brandon Schoen and Brandon Condrey share a practical and forward-thinking approach to competitive research using artificial intelligence. Recorded live at a recent Profit Cleaners event, this episode introduces two highly effective tools that are transforming how cleaning business owners analyze the market and make data-driven decisions.You'll discover how to extract and evaluate Google reviews from competing businesses, identify customer sentiment trends, and generate clear, actionable insights without sifting through spreadsheets for hours. The Brandons also discuss how these tools are being used in their own business to track KPIs, visualize growth metrics, and improve team efficiency—all while keeping operations streamlined and focused.This episode is your step-by-step guide to modernizing your market research process and staying ahead of the curve in a rapidly evolving industry. Listen now and start making smarter, faster business decisions with the power of AI!Highlights:(00:51) Why you should read your competitors' reviews — and how to automate it with AI(04:26) How PhantomLocal converts Google reviews into usable CSV files.(07:51) Leveraging Julius AI to uncover patterns and business insights(09:57) Recognizing what customers love through 5-star review patterns(14:57) Creating review trends and customer sentiment graphs in minutes.(18:22) Automating reporting and KPI analysis for better team visibility(22:18) Staying up to date with AI through curated tools and channels like Skill Leap AI(24:32) Empowering your team with AI tools to increase efficiency and customer satisfactionLinks/Resources Mentioned:Profit Cleaners Website Watch the FREE Masterclass: https://profitcleaners.com/masterclass)Join the FREE Facebook community: https://www.facebook.com/groups/profitcleaners/

Pricing Friends
Loyalitätsprogramme und Pricing mit Katrin Hana: Warum wollen eigentlich alle Punkte sammeln? (#076)

Pricing Friends

Play Episode Listen Later Jun 5, 2025 58:06


Loyalitätsprogramme sind für viele Unternehmen zu einem zentralen Hebel geworden – nicht nur, um Kund:innen zu binden, sondern um Interaktionen zu steigern, Daten zu sammeln und Angebote gezielt zu personalisieren. Doch was macht ein Programm wirklich erfolgreich? Und wie gelingt der Spagat zwischen emotionaler Bindung und wirtschaftlicher Wirksamkeit? Dr. Sebastian Voigt spricht mit Katrin Hana, Global Head of Loyalty & Retention bei MediaMarktSaturn, über die strategische Weiterentwicklung der beiden Programme myMediaMarkt und mySaturn. Im Gespräch geht es um KPI-basierte Kundenbindung, algorithmisches Kampagnenmanagement und die Frage, wie sich Nutzerverhalten kanalübergreifend steuern lässt. Katrin berichtet von App-only-Promotions, Preisgarantie-Mechanismen im Store, Testpiloten und Moments wie Tickets für Taylor Swift – aber auch über die Grenzen von Gamification. „Das klassische Punkteprogramm mag nicht wahnsinnig aufregend wirken – aber es funktioniert“, sagt Katrin Hana. Sie erklärt, warum Statuslevel nicht immer zielführend sind, weshalb der Relaunch beide Marken bewusst zusammengeführt hat und wie sich Loyalität im Alltag wirklich messen lässt. Über den Gast: Katrin Hana ist Head of Omnichannel Retention Germany sowie Global Head of Loyalty & Retention bei MediaMarktSaturn. Sie verantwortet unter anderem die Programme myMediaMarkt und mySaturn mit über 47 Millionen registrierten Mitgliedern weltweit. Ihr Fokus liegt auf App-basiertem Kundenengagement, datengetriebener Personalisierung und kanalübergreifender Bindung. Zuvor war sie acht Jahre bei Payback tätig, wo sie den Aufbau der App, das digitale Couponing und die Internationalisierung des Programms mitgestaltete. Erste Einblicke in die Branche gewann sie bereits in ihrer Diplomarbeit zur „Verwirrtheit in Loyalitätsprogrammen“. Heute zählt sie zu den führenden Köpfen für moderne Retention-Strategien im Handel.

Sales Gravy: Jeb Blount
Why Talk Time is the Worst KPI for Measuring Sales Performance (Ask Jeb)

Sales Gravy: Jeb Blount

Play Episode Listen Later Jun 4, 2025 15:20


Here's a question that'll make your head spin: What do you do when your top performer is crushing quota but not hitting a required talk time KPI? That's the question posed by Josh Robich and Josh Nelson from Nashville. Josh Nelson ranked 18th out of 130 reps in his first full year at a new company, but he was consistently falling short of the company's sacred talk time metric of 3 hours per day, averaging only 2.5 hours instead. Meanwhile, his company is obsessed with using talk time as its primary KPI to measure sales effectiveness. If you're shaking your head right now, you're not alone. Obsessing over the talk time KPI rather than actual sales outcomes is one of the most backward approaches to sales management I see today, and it's costing companies their best talent. The Moneyball Problem: When Metrics Become Religion Remember the movie Moneyball? Billy Beane revolutionized baseball by focusing on on-base percentage instead of traditional stats that looked impressive but didn't correlate with winning games. He found a metric that predicted success. Talk time is the opposite of Moneyball. It's a vanity metric that makes leaders feel like they're managing performance when all they are really doing is measuring noise. Here's the brutal truth: Talk time means absolutely nothing if it doesn't drive revenue. It means nothing if the conversations are shallow, non-productive, or a poor buying experience. You can have reps talking for 4 hours a day who are dead last on your ranking report, while someone like Josh is closing deals left and right with only 2.5 hours of phone time. Which one would you rather have on your team? Why Talk Time Is a Lazy Leader's Crutch The reason companies fixate on vanity metrics like talk time is because it's easy. It requires zero investment in actual coaching, observation, or skill development. Think about it: It's much easier to look at a dashboard and say, "You need to talk more," than it is to actually listen to calls, analyze technique, and provide meaningful feedback on discovery questions, objection handling, or closing skills. But here's what happens when you manage this way: You drive away your best performers and enable your worst ones. Your top performers get frustrated because they're being penalized for efficiency. Your bottom performers get comfortable because they can hit their talk time numbers while producing nothing of value. What Actually Matters: KPIs That Move the Needle Instead of obsessing over how long reps are talking, and other vanity KPIs, smart sales leaders focus on outcome-driven metrics that actually correlate with sales performance and closing deals. First-Time Appointments How many new conversations is each rep having? In sales, FTAs are your Moneyball. If a rep isn't setting enough first-time appointments, they are sub-optimizing their sales potential. Next Step Conversion Rates What percentage of first-time appointments convert to second appointments? This tells you everything about relationship building, discovery skills, and value articulation. If Josh is converting at a higher rate with less talk time, he's simply more effective per conversation. Show Rates How many scheduled appointments actually happen? This reveals qualification skills, the ability to create urgency and commitment, and the quality of prospecting conversations. Pipeline Velocity How quickly are deals moving through your sales process? This shows you who's truly building momentum versus who's just having long conversations that stall deals in the pipeline. Revenue Per Hour The ultimate sales efficiency KPI is who is generating the most revenue per hour of phone time. Stop Obsessing Over the KPI and Start Coaching When you shift your focus to outcome metrics, everything changes. Instead of telling reps to "talk more," you can provide specific, actionable coaching: For the rep who has great first-time appointment numbers but poor conversion rates:...

Happy Productive with Jennifer Dawn
Why Most Sales Training Fails (And What Actually Works) with Geoffrey Reid

Happy Productive with Jennifer Dawn

Play Episode Listen Later Jun 4, 2025 26:18


Most people cringe at the word “sales”, but what if you could master it with authenticity and integrity? In this eye-opening episode, Jennifer sits down with Geoffrey M. Reid, bestselling author of The Revenue Catalyst, former university professor, and globally recognized sales leader. From public policy analyst to top revenue generator across North America, Geoffrey shares how smart, genuine sales isn't about pressure. It's about powerful conversations that create pull, not push. Whether you're a business owner, team builder, or just trying to improve your own sales mindset, this episode is packed with actionable gems. Timestamps: [04:15] Why business schools don't teach sales [05:20] Great salespeople are made, not born [06:00] Can you be great at sales and authentic? [07:15] The myth of the “pushy” salesperson [08:00] What really holds people back from embracing sales [09:00] KPI plans and making sales predictable [10:10] Overcoming fear and building confidence [11:00] Who the book is for: students, small biz owners, and execs [12:15] Revenue vs. cost cutting: what really matters [13:30] Hiring sales talent: look for mindset and attitude [14:50] How bad training ruins natural talent [16:00] The full spectrum of sales: persuasion to negotiation [17:45] Why sales programs must align with your process [19:00] How to choose a training program that fits [20:30] Why misalignment leads to poor results [21:15] Jennifer's #1 rule: Sleep on big sales decisions [22:00] Healthy urgency vs pressure in sales [23:00] Where to buy the book + final thoughts [24:00] “If money can solve a problem, you don't have a problem” [25:00] Why strong revenue beats cost cutting every time “Sales done correctly is the intersection between negotiation and trust.” – Geoffrey M. Reid Grab Geoffrey's book The Revenue Catalyst and learn how to create a sales system you'll actually feel good about: https://geoffreymreid.com/thebook Ready to stop avoiding sales and start mastering it on your own terms? Hit play. #businessgrowth #business #businessideas #businessowner #jenniferdawn #happyproductivepodcast #businesssuccess

Sports Maniac - Digitale Trends und Innovationen im Sport
Fashion meets Fußball: Marc O'Polo's Strategie als Fashionpartner des DFB | #498

Sports Maniac - Digitale Trends und Innovationen im Sport

Play Episode Listen Later Jun 4, 2025 35:21


"Das Einfallstor bei Männern zu Fashion ist der Sport." Trikots werden zu Fashion Pieces, Sportler wie Jude Bellingham zu Botschaftern für Luxusbrands. Auch Marc O'Polo macht den Sport modischer. Als offizieller Fashionpartner des DFB stattet das internationale Modeunternehmen ab sofort die Frauen- und Männer-Nationalmannschaften aus. Doch welche Strategie liegt hinter der Kooperation?  Dass sich gezieltes Männermarketing im Sport auszahlt, zeigt folgende KPI aus der Kampagne mit Toni Kroos. "Wir haben fast doppelt so viele Männerneukunden gewonnen als im Vergleich zum Vorjahr." Der Fokus liegt also ganz klar auf Men's Growth. Doch: "Die Kampagne, die wir mit der Frauen-Nationalmannschaft geshootet haben, das wird in meinen Augen die größte Überraschung sein." Was war die beste Fashion-Trikot-Kooperation im Sport aller Zeiten? Warum eher DFB-Sponsoring als Vereins-Sponsoring? Wie genau werden die DFB-Outfits gebrandet? Und warum ist ein Zugriff auf Einzelspieler (noch) nicht geplant? Unser Gast Sandro Schramm, Vorstand für Marketing und Lizenzen bei Marc O'Polo Unsere Themen Darum kam die Anfrage vom DFB Kampagnen-KPIs: Toni Kroos als Neukundentreiber Travis Scott x Barca = beste Trikot-Kooperation aller Zeiten? Warum Schuhe beim Ausrüster adidas bleiben Insights in die DFB-Kollektion Überraschende Kampagne des DFB-Frauenteams DFB-Partnerschaft > Vereins-Partnerschaft? Lässt sich der Umsatzanteil von Männermode nur durch Sport steigern? Nachhaltigkeit als Standard Zum Blogartikel: https://sportsmaniac.de/episode497 Unser Partner (Anzeige) IST: Als Anbieter von Weiterbildungen und (dualen) Studiengängen kommt an der IST-Hochschule im Sportbusiness keiner vorbei. Exklusiv für alle Sports Maniac Hörer*innen gibt's jetzt 150 € Rabatt auf die erste Monatsgebühr bei Neuanmeldung - ganz egal, ob du dich persönlich weiterbildest oder dein Team verstärken willst. Dein persönlicher Ansprechpartner Marcel Schumacher hilft dir dabei gerne weiter. Jetzt Marcel mit dem Code "Sports Maniac" kontaktieren: Tel.: +49 211 86668 614 // E-Mail: mschumacher@ist.de Unsere Empfehlungen Promotet eure Stellenanzeige: https://sportsmaniac.de/stellenanzeige Abonniert das WU: https://sportsmaniac.de/wu Unser Kontakt Folge Sports Maniac auf LinkedIn, Twitter und Facebook Folge Daniel Sprügel auf LinkedIn, Twitter und Instagram E-Mail: daniel@sportsmaniac.de Wenn dir gefällt, was du hörst, abonniere uns gerne und empfehle uns weiter. Der Sports Maniac Podcast ist eine Produktion unserer Podcast-Agentur Maniac Studios.

CLARITY.SHOW Quote-to-Cash Podcast
Avoiding Common AI Adoption Mistakes

CLARITY.SHOW Quote-to-Cash Podcast

Play Episode Listen Later Jun 4, 2025 10:14


Most AI projects fail not because of technology, but because of unrealistic expectations.In this video, we break down what realistic AI adoption actually looks like – from setting the right KPI and business metrics to choosing the right vendor and preparing your team for collaboration with AI systems.This video answers key questions like:- Why 100% data extraction accuracy is impossible;- How to guide AI models through better prompting and continuous feedback;- Why starting small with pilot projects is the best way to scale AI solutions;- How to upskill your team and close the AI knowledge gap.If you're currently investing in AI or planning to – this video will save you from common mistakes and help you get real business value from your AI projects.

The Leadership Podcast by Niels Brabandt / NB Networks
#419 Recruiting and KPIs - by Niels Brabandt

The Leadership Podcast by Niels Brabandt / NB Networks

Play Episode Listen Later Jun 4, 2025 25:32 Transcription Available


Recruiting needs KPIs. However, choosing the wrong ones, too many of them or creating reports on which no action is taken, never solved any issue or brought more talent to your organisation. Which KPIs are relevant and which aspects are crucial for a successful recruiting approach? Niels Brabandt discusses the issue in this week's episode. Host: Niels Brabandt / NB@NB-Networks.com Contact: https://www.linkedin.com/in/nielsbrabandt/ Leadership Letter: https://expert.nb-networks.com/ Website: https://www.nb-networks.biz/ 

The Active Life Podcast
From Dependence to Autonomy: Building Lasting Client Success

The Active Life Podcast

Play Episode Listen Later Jun 3, 2025 22:12


Download the doc here - https://docs.google.com/document/d/1sFEr33Y2_7NKV27HkE_QmiNo4rV9A6oOF8jT_USN9MQ/edit?usp=sharingIn this episode, we explore what it takes to transition clients from dependency to autonomy in a coaching or training relationship. The conversation dives deep into the philosophy that the most successful client-coach relationships are built on empowerment, where clients continue working with coaches not out of need but out of choice. By outlining the importance of clear communication, process-driven decision making, and celebrating milestones, the speakers reveal how a well-structured approach can prevent early drop-offs and promote long-term success.We also examine a powerful tool called the “churn map,” which highlights when and why clients typically leave, and how this data can guide proactive support strategies. The episode details a proven eight-session transition framework to guide clients from one-on-one development phases into more autonomous small-group training. This structure emphasizes readiness through KPI benchmarks, progressive independence, and maintaining a high-touch experience even as clients take on more responsibility.Whether you're a coach, trainer, or fitness business owner, this episode offers a blueprint for improving client retention and fostering real transformation. By creating systems that support independence, you're not just providing a service—you're helping clients become the type of people they aspired to be when they first sought help.

Dental unfiltered
Episode 94 - KPI Accountability

Dental unfiltered

Play Episode Listen Later Jun 3, 2025 28:00


In this episode of Dental Unfiltered, Matt Brown and Dr. Andrew Vallo highlight the critical role of Key Performance Indicators (KPIs) in dental practices, emphasizing that tracking these metrics can enhance performance and accountability within teams. They discuss the evolution of KPI awareness, the importance of involving the entire team in the process, and the benefits of gamifying KPIs to create a competitive yet supportive atmosphere. The conversation also addresses the significance of patient engagement and the necessity for practices to adapt their strategies using data-driven insights.

台灣最前線
【台灣最前線】2025.06.03 張克晉退領銜原因?亡母被連署? 藍陸空軍恐流失?苡成最大贏家?

台灣最前線

Play Episode Listen Later Jun 3, 2025 95:44


新竹市與首爾西大門區廳都以喜鵲為市鳥,象徵城市交流起飛!從參訪新加坡,到與國際城市簽屬合作備忘錄,新竹市正邁向宜居永續的國際舞台。更多精彩內容,請收聽《逍遙看世界》5/13特輯節目!(新竹市政府廣告) https://fstry.pse.is/7p4bga —— 以上為 Firstory Podcast 廣告 ——

Web3 with Sam Kamani
262: Farmsent's Vision: How Sim Khela Is Using Web3 to Disrupt Global Agriculture and Feed More Kids

Web3 with Sam Kamani

Play Episode Listen Later Jun 2, 2025 29:03


Sim Khela from Farmsent joins Sam to explore how blockchain, sensors, and co-ops are creating a new agricultural economy. From decentralized food marketplaces to tokenized trade finance and carbon credits, Sim breaks down how Web3 can uplift farmers, ensure food security, and transform supply chains globally. With 160,000 farmers onboarded, partnerships across continents, and a “children-first” KPI, this episode shows what real-world impact in Web3 looks like.Key Timestamps[00:00:00] Introduction: Sam introduces Sim and the topic—Web3 and the global food system. [00:01:00] Sim's Journey: Discovering Bitcoin in 2012 and evolving from engineering to blockchain for agriculture.[00:03:00] What is Farmsent: Connecting farmers to buyers via decentralized marketplaces and deep tech. [00:04:30] Why Web3: From Web2 startup Beanboat to decentralized systems with real-world impact. [00:05:30] AI & Sensors: Data from forests, fields, and drones feeds into real-time insights and carbon credit generation.[00:07:00] Supply Chain Fix: How Farmsent bypasses intermediaries and still uses existing logistics infrastructure.[00:09:00] Co-op Power: Why co-operatives, not middlemen, are key to unlocking food flow efficiency.[00:10:00] Farmer Mental Health: Addressing stress and resistance with simplicity, transparency, and real returns.[00:11:30] Real Value: 25% better pricing with minimal complexity—no gas, no seed phrases. [00:13:00] Vision of Direct Agri-Commerce: Similar to China's factory-to-buyer shift—now for farms. [00:14:30] Deep Tech: Tokenized carbon credits, AI farming, and biochar—Farmsent's roadmap. [00:16:00] Partnerships: From Belt & Road land grants to speaking with Sheiks at Token2049 and support from Peaq.[00:19:00] Legal Progress: Working with Montana to reclassify tokens as infrastructure, not securities. [00:20:00] Core Challenges: Merging Web2, blockchain, and physical systems into a unified workflow. [00:21:30] Learnings: Sim reflects on token launch timing, VC skepticism, and the need for mission-aligned capital.[00:23:00] What's Coming: Super app, sensors live in Malaysia, and a quiet token launch in Q2–Q3. [00:24:30] Long-Term Vision: Post-capitalist future of zero marginal cost and tokenized abundance. [00:26:00] Final Ask: Join the journey—bring your skills, networks, or energy to build decentralized food systems.Connecthttps://www.farmsent.io/https://www.linkedin.com/company/farmsent/https://x.com/farmsent_iohttps://www.linkedin.com/in/simkhela/https://x.com/mtcryptosimDisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

Numbers and Narratives
Balancing AI and Human Touch in Modern Customer Support

Numbers and Narratives

Play Episode Listen Later Jun 2, 2025 40:05


In this episode of Numbers and Narratives, Ibby Syed and Sean Collins dive deep into the world of AI-powered customer support with special guest Kenji Hayward, Head of Support at Front. As a veteran in the support industry, Kenji shares his unique perspective on leading support at a company that provides support software. The conversation kicks off with a discussion on the limitations of using deflection rate as a primary KPI for chatbots and AI assistants. Kenji introduces his innovative AXIS framework, designed to more accurately measure the quality of AI interactions beyond simple deflection metrics.They explore the evolving role of support teams in modern organizations, with Kenji advocating for viewing support as a value driver rather than just a cost center. He emphasizes the importance of leveraging customer data and insights gathered by support teams to drive product improvements and business growth. The episode also delves into the ethical considerations of AI in customer service, referencing recent controversies and discussing best practices for transparency. Kenji provides valuable insights on how companies can effectively integrate AI into their support workflows while maintaining a human touch.Listeners will gain practical advice on implementing AI in customer support, measuring its effectiveness, and positioning support teams as strategic assets within their organizations. Whether you're a support leader looking to optimize your AI strategy or a business executive interested in the future of customer experience, this episode offers a wealth of actionable insights. Don't miss out on this thought-provoking discussion – tune in now to stay ahead of the curve in AI-powered customer support!Follow Kenji on LinkedIn at https://www.linkedin.com/in/kenjihayward/

台灣向前行
【台灣向前行】 2025.06.02 福壽螺說炎上!馬文君沒打算道歉? 何氏卿涉放高利貸!鄭正鈐難切割?

台灣向前行

Play Episode Listen Later Jun 2, 2025 75:27


當金曲歌后徐佳瑩發現在 Uber Eats 上(應該)都點得到,居然狂點一波!雖然點不到白馬和失落沙洲,但香水、辣椒或其他吃的用的都點得到~快上 Uber Eats 想要的都點點看 ⮕ https://fstry.pse.is/7nlf77 —— 以上為 KKBOX 與 Firstory Podcast 廣告 —— ☆歡迎大家按讚、訂閱、開啟小鈴鐺☆

The Forget The Funnel Podcast
The Growth System Behind Teams That Don't Guess

The Forget The Funnel Podcast

Play Episode Listen Later Jun 2, 2025 26:40


This is Part 3 of a 3-part series for founders who want to stop being the bottleneck—and start building a system their team can actually use.In this episode, Georgiana walks through the exact 3-step process behind Customer-Led Growth. One that helps teams operate with clarity, confidence, and momentum—without needing the founder to constantly connect the dots.Whether you're drowning in ideas, stuck in feedback loops, or unsure where to focus—this is how to turn customer insight into a repeatable system for growth.Takeaways:The 3-part system behind strategic, customer-led teamsWhy shared KPIs and team rituals beat decks and dashboardsHow to prioritize and embed customer insight into executionKey Moments:00:01:14 | The hidden reason your team's still stuck—even with a solid strategy00:03:07 | The first move every strategic team makes (and what most skip)00:06:05 | Mapping your customer experience the right way (and what to look for)00:09:43 | The KPI trap—and what actually tells you if you're winning00:11:17 | What you learn when your team becomes your own customer00:13:31 | The case for fixing less (and why it leads to more)00:15:49 | Why rituals—not decks—make growth systems stick00:18:46 | What customer-led teams really do differently (and how to start)Links & ResourcesFollow Georgiana on LinkedInForget The Funnel on YouTube Catch the full 3-part series on Customer-Led Growth As always, you can learn more about Forget The Funnel here: Read the Forget The Funnel Book The AI book companion that comes free with the book Check out Forget the Funnel's website

Working Smarter:  Presented by Calabrio
Why Every Contact Center Should Have a Developer On Staff with Ericc Whetstone

Working Smarter: Presented by Calabrio

Play Episode Listen Later Jun 2, 2025 39:52


Ericc Whetstone joins the pod to talk about the importance of understanding what APIs can do for your contact center, use cases of great API development, and how important it is to have the skill set of API development available to a contact center staff.  APIs are no longer just for the IT department. The more you understand how an API can be used, the more productivity savings and budget relief will be available to you. 

The Sales Evangelist
Our Inbound Leads Are Causing More Work Than Good Sales | Donald Kelly - 1902

The Sales Evangelist

Play Episode Listen Later May 30, 2025 19:02


Thank you, Martin, for going back in time with The Sales Evangelist podcast. Thanks to him, we're going back to episode 1177 where I deep-dived into why leads are creating more work for us.In this episode, I share why many small organizations struggle with their inbound sales and how to fix it. The challenge is always deciding who should follow up on them and how to do it effectively.The Sales TeamAssume that a sales team is composed of three people: the marketing person who does almost everything, the junior assistant who helps with content creation, and the outsourced person who does the marketing strategies. Among the three, who should follow-up the lead? Not all leads are created equal. This means that before deciding who will follow up the lead, the lead should be evaluated first.You don't want your salesperson pitching to a lead that in the end would go to another competitor.Do a Pre-QualificationDo a pre-qualification in your organization to know if the people you are going to have the conversation with are ready to consider the deal. Set a benchmark and rules for what you consider a marketing quantifiable lead. Consider the following questions: What is considered a sales qualified lead?What is the KPI of your organization? How many new inbound leads do you want to get per quarter/per month?How much money do you want to generate from those leads?The answers to those questions will lead you to your ideal customer. It would also help you identify the triggers that qualify them to be a marketing quantifiable lead and a sales qualified lead. The work is far more efficient because when a lead comes in, your salespeople can vet them and follow the pre-qualification factors you've set to see if the lead can generate new business for the organization. This is also helpful in maintaining your current customers. Create a SystemCreate a system to efficiently manage the workload. The marketing team can do the pre-qualification to increase the odds of the lead being converted into something real. Whenever a lead comes in, let marketing take a look at it and check the website and the title of the person. Then let the intern or junior marketing rep take over the other tasks like looking into LinkedIn, HubSpot, Marketo, or other platforms you have to find the data that you can transfer into your CRM. Marketing can help fix the problem of having to go back to the beginning of the funnel and pre-qualify the leads again because they're not yet ready at the moment. Website Leads MatterThe sales team sometimes takes for granted the leads that they didn't hunt for. A good example is leads coming in from the websites. It is disheartening when a sales rep doesn't take that into consideration when a lead comes in via the website. Whenever an inbound lead comes in, it is best to use your flow process to follow-up particular prospects. It should be written and put in your company's playbook so that everyone can read it and use it with every inbound lead that comes in.Follow-up Right Away A stat from insidesales.com said that a lead that's contacted within five minutes is 100 times more likely to convert than leads that are followed-up 90 minutes later.When a lead comes in, follow up right away. You're more likely to convert than if you wait. The sales team can take a quick visit to the person's website, check their LinkedIn profile, and the pages they've visited on your site. Focus On The People That...

Therapy For Your Money
Episode 182: Quarterly recap with Jacquie

Therapy For Your Money

Play Episode Listen Later May 30, 2025 33:07


Therapist Finances in 2025: What's Working, What's Risky, and What to WatchIn this quarterly recap, Julie Herres sits down with Green Oak Accounting's Jacquie Carter for a candid conversation about the financial realities therapy practice owners are facing in 2025. From insurance shifts to hiring woes, this episode is packed with no-fluff guidance for navigating uncertainty.You'll hear:Why now isn't the time to drop insurance panels (even if you want to)What “people pleasing” looks like in payroll—and how it can tank your profitsWhen a new revenue stream is the right move (and when it's just a shiny distraction)If you've been wondering whether to grow, pivot, or hold steady—this episode is for you.Highlights:00:44 – Why private-pay practices are pivoting to insurance (and how to think about the tradeoff)03:39 – Summer slowdown or summer surprise? How to plan for seasonal shifts04:37 – Why marketing is becoming non-negotiable—and how to track your ROI07:11 – “The math has to math”: The cost of people pleasing in your payroll strategy08:52 – The truth behind that controversial Facebook ad about overpaying clinicians10:20 – Is group practice really the path to passive income? (Spoiler: No.)12:37 – Why chasing $1M revenue doesn't always make sense15:37 – What to do when you ignore professional advice—and how to recover18:24 – Are you spending money to look successful instead of being profitable?20:09 – One of the riskiest financial decisions Julie has ever seen a client make25:01 – “You might be the problem”—the hard truth about self-sabotage in business29:33 – Why “boring” financial advice often leads to long-term successLinks and ResourcesMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation StudioGet our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

FYI - For Your Innovation
AI Meets Biotech: The Future Of Protein Therapeutics With Mike Nally And Jason Silvers

FYI - For Your Innovation

Play Episode Listen Later May 29, 2025 66:38


In this episode of FYI – For Your Innovation, Brett Winton and ARK analyst Nemo Despot sit down with Generate Biomedicines CEO Mike Nally and CFO Jason Silvers to explore how generative AI is transforming the discovery and development of protein-based therapeutics. Founded in 2018 by Flagship Pioneering, Generate Biomedicines is building a “self-driving lab” that combines machine learning, cryo-electron microscopy (cryo-EM), and high-throughput wet lab automation to dramatically accelerate drug development. The conversation dives into how Generate is reimagining protein therapeutics — going beyond trial-and-error methods to a data-first, design-driven model for creating novel medicines. The team discusses the company's proprietary approach to integrating structural biology with functional data, the economic implications of reducing time-to-market from 13 years to under 9, and how their platform could unlock treatments for diseases that have been historically undruggable. They also touch on strategic partnerships, scalability, and how AI is shifting the biotech business model from artisanal science to an industrialized, data-driven enterprise.Key Points From This Episode:00:01:30 Why Generate Biomedicines is rethinking protein drug discovery from first principles00:04:40 How their structure-first approach differs from peers like AbSci and Recursion00:07:04 Using cryo-EM to build proprietary protein interaction datasets00:10:57 Traditional drug discovery is random, expensive, and inefficient — here's how Generate is changing that00:16:58 From concept to clinic in 18–24 months: Accelerating timelines through AI00:20:47 Going beyond efficiency: Unlocking access to undruggable biology00:24:48 Turning cryo-EM into a high-throughput data engine for model training00:31:20 The long-term vision: Patient-specific protein therapeutics00:40:00 Why scalability gives Generate an edge over traditional biotech00:47:52 The future of biotech as a research & development (R&D) sharing economy00:54:19 Adapting fast: Keeping pace with generative AI advances across the stack01:00:16 The KPI (key performance indicator) for platform success: Rate of improvement

Dental A Team w/ Kiera Dent and Dr. Mark Costes
#1,000: We've Spent 1,000 Episodes Together.

Dental A Team w/ Kiera Dent and Dr. Mark Costes

Play Episode Listen Later May 29, 2025 30:03


Kiera reflects on some of her most memorable episodes and experiences across 1,000 episodes (!!!) of the Dental A-Team podcast! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today feels like a ridiculously special, amazing, incredible day. We are at 1,000 Dental A Team podcasts. Like, can you honestly believe this? I can't believe it. I can't believe that we have hit record on this podcast a thousand times. And honestly, I wanna say thank you to you as listeners, to all of you who have made this podcast a reality. If you're new to the show, welcome. I'm Kiera Dent. I love dentistry. I love making people happy. I love.   truly enjoying life. And this podcast came to me while Jason, my husband and I were hiking Yosemite. And I said, Hey, I've noticed that there's this area where they're unserved, where doctors and teams are not communicating on the same way. And like, there's really got to be a better way to help practices scale, to grow, to evolve. And being a team member myself and a business owner, I thought let's combine both of those perspectives. So truly it's an honor. ⁓   I honestly cannot believe that we are here. So if you've been here since episode one, please send me an email. Hello@TheDentalATeam.com. I will send you a personalized thank you to you. I am just so honored. If you've been here for at least like 900 of them, let me know. But truly it's such an honor to be able to have this podcast where we're able to give back, to serve, to share, to laugh, to grow. This podcast has been such a healing space for me. And so today I thought it'd be really fun.   for us to actually go through some of our most powerful success networks that's helped hundreds of doctors. It helps you. And I've called it the yes model. ⁓ that's focusing, wow, that's focusing in on you being able to say you, earnings and systems and team development. So focusing on you as a person, helping make sure that you're profitable as a practice, and then having systems and team development in place ⁓ to make sure that you can really, truly say yes to everything in life that you want. Because I truly, truly, truly believe.   that running a practice, having a successful team, having a team of people that are accountable does not have to be hard. And so really that's been the whole purpose of this is to make it tactical, practical. And I thought like, Hey, this is going to be something really fun. We're actually going to pull from our framework. But what I'm going to do is I'm actually going to pull from past episodes, some of our hottest episodes, some of those fun episodes to kind of help you see how we can focus on you as a person, how we can focus on your earnings and profitability of the practice and helping with your systems and team development.   Now, something that is fun is that there actually were several episodes that were our top downloaded episodes over the years. And so this is just something fun if you enjoyed it, amazing, but truly we looked back and these ones stood out. And so our episodes were episode 469, 10 Practices in 2 Years with Lewis Chen. So such a fun one to inspire, to ignite, to help all of us like really just get, I remember that practice and I was like, my gosh, I thought I like.   rampaged up and in like two years we had three, but to do 10 practices in two years. Our other top downloaded episode is episode 501, What Office Managers Need to Know and really helping those office managers highlight, elevate. Being an office manager in dentistry, I feel is such a tricky zone because there's really no rule book for it. And that's what we tried to create at Dental A Team is what is an office manager supposed to do and giving support to office managers and doctors so you can truly have these incredible leaders in your practice.   And then our next most downloaded episode was episode 607, A Day to Remember. And that was actually released on Thanksgiving. So shout out to you guys for having these as the most popular downloaded episodes. But like I said, I want to give you guys that framework for being able to say yes to everything with some podcast tools. Don't worry. You want to go back and listen to them if you don't want to. But trying to chunk that so you can really look at your life and your practice.   Kiera Dent (03:41) So breaking into the you section, this is about you as a person. This is about you being that visionary, that owner, that fulfilled human, because honestly, if you're not fulfilled and you're not happy with what you're doing, honestly, your practice can't be there. And when we build the yes model, we purposely put it in a specific order of you first, and we focus on you as a person. Then we focus on earnings and profitability. And then we focus on systems and team, because what I found is if we put them in this order,   You as a person first, kind like take the oxygen mask off of you, put it on you. Like you've to take care of yourself first before you can help other people. If we put that oxygen mask on yourself, then what we do from there is we can give and serve to other people. Then we focus on profit. Cause honestly, so much of stress comes from cashflow. Like honestly, the bulk of offices who sign up with us and not all, but a lot of them are struggling with cashflow. They're struggling with profitability. They're struggling to learn to read their numbers. And then we do systems and team development.   And a lot of times we think like, let's put the systems in place, cause that's gonna fix everything else. But what that does is it doesn't make sure that you are fulfilled and we know where you're headed as a person. So focusing on you as a doctor, scaling honestly starts with you, but that doesn't mean we're doing more. It means that you are the leader that your practice needs. You know where you're headed. You know what the direction of the practice is. And that's where this can all come together. So some of the episodes that we pulled out for you guys from all these thousands of episodes, like literally we have a thousand. ⁓   would be number 17. Like let's go way back in the archives. If you have not gone, you guys can always head on over to TheDentalATeam.com, click on podcasts. You can search any topic and you can go find all thousand episodes. But going back clear to episode 17, I love this one, is Goals are lost without Accountability. So when we're having those, like if you don't have accountability in your practice, if you don't have things to help keep your team accountable,   Honestly, doctors, you can have all the goals that you want, but you've got to have the accountability with it. And so I really love to help doctors and teams come together within Dental A Team and our consulting ⁓ to make sure that your goals are hit because we have accountability and that means your personal goals. So where you want to be and your professional goals. And we have a client that really like was struggling with some of their goals, but they knew where they wanted to go. They wanted to get a beach house. They wanted to be able to take care of their children in college.   ⁓ And what was really lovely about that is because we knew where they were going to go, we were able to help hold them accountable to it. And then we were able to the E portion that we'll get to, we were able to help create the profitability within the practice using production and metrics to be able to help them get there. But really looking at goals are lost if you don't have accountability. Like truly, if no one's holding people accountable, you doctor have to do it all. But even a lot of times things just get lost. And so making sure   that we really are working through these different pieces to make sure that your goals are not just a wish and a hope, but they're actually being measured and we're tracking them. We're making sure you're living the dream life that you want to be living. that would be an episode. Another episode in here would be 551 Leaders, You Need to Decide and helping you as a leader know that your team can't read your mind. You've got to make decisions. More is lost through indecision than a wrong decision. I have a quote over here by Theodore Roosevelt that   any moment of decision, the best thing you can do is the right thing. The next best thing is the wrong thing. And the worst thing you can do is nothing. And so making sure that on there, you guys are making a decision. Doctors like you have to decide. You have to be clear. You have to know where you're going. And I think deciding the life you want to live. ⁓ I have a quote that we say often, your practice should serve you, not you serving your practice.   making sure it's really giving you that dream life. Otherwise, go be an associate, like honestly, but there shouldn't be the stress and the heartache. And I know that there's stress with running a business. That's not something that we can ever take away, but really making sure we're fulfilling your bucket, your cup, making sure you're taken care of is a big portion. ⁓ Episode 940 was another popular one, What Leaders Should Not Do.   I thought this is a really good one to help doctors like realizing your role has to change. You have to become this incredible person. We have to know where you're going. We have to know this vision. But honestly, like leaders, you should not be doing everything. You should not be fixing everything. Otherwise you're enabling. And I remember another great ⁓ thought is when we empower our teams without accountability, we actually create ⁓ entitlement. And so what are we doing and are we fixing everything and helping?   Like we think we're helping, but we're not actually having our team rise to the table. so really looking at like, these are the things not to do. These are things that won't help you become the leader and the person that your practice needs and really relies on you to be. So another great episode of what things should you not be doing. think that that sometimes helps again, because as the visionary, as the leader of the practice, as you, as a person, ⁓ making sure that you're not running yourself ragged, trying to make everybody else and pleasing everybody else. But that way you're truly working as a team.   You need to show up as a CEO. You need to show up as the dentist. But you also need to have good working hours and good life ⁓ balance and life happiness and making sure that you're fulfilled and that your cup is being full. Otherwise, you're going to burn out and really making sure we take care of you as a person. Last episode to highlight in the you section is 948, The CEO Visionary and The OM Implementer and pulling from EOS and traction where   We literally have like CEOs, you're the visionary and how to have your office manager really be a yin to your yang to help support, to help make the visions come to life, to help bring all these pieces to the table ⁓ really, really truly can help. How do these two roles operate and who should be doing what and getting and gaining that clarity because again, when we focus on you and we know where you want to go and we know the pieces.   Then you're able to settle into your role as CEO of the practice too. And you're able to settle into all these different pieces, but really looking at you as a person, like not doing more, you as a leader, you as the CEO, you as a spouse or a partner or a parent or a sibling or a child, whatever it is, but you showing up as the best version of you. so yes, these are.   four episodes a lot on leadership for you. But really in that section within the Yes Model, I want you to really look at your life and I want you to see, are you truly living your best life? Are you truly fulfilled? Are you delegating to your team? Are you leading your team? Are you ⁓ working hard? ⁓ Or are you doing things smarter and actually working?   happier and more enjoyable. When I ask you about your personal relationships and I ask you about your personal life, do you have an identity outside of work or is it just work? ⁓ Do you find joy in the little things or have you lost that joy and sparkle because you're so consumed with the business? Those would be some things and if we're not taking care of you, it might be time to give a little TLC. I remember there was a great ⁓ podcast guest.   And he said a comment, he said, we should take care of our billion dollar asset, AKA our body. And I've thought about that a lot of do we take care of us, our body, our mind, our psyche, our happiness, to make sure that we can show up as those leaders that our practice and our patients and our community needs. ⁓ And so this section, I really hope that you highlight, yes, being that leader who needs to evolve and rise, ⁓ but really making sure that you're the human that you wanna be.   we've got the North Star dotting to where you ultimately want to go and really just spending and highlighting that. Okay, so the question to that is what do you need to stop doing in your life right now? Practice or professional or personal or both. So that way your team can start owning more and also so you can start having more fun in life. What do you need to stop doing? Like literally I'm sitting there with you pretend I got my pen and paper and you're like, okay, Kiera.   This is what I need to do to feel more fulfilled, more happy, more like me. What do you need to stop doing? Notice I didn't say start because you want to go like, no, I need to start journaling. No, what do you need to stop? Cause I'm trying to help you see that a lot of times less is more and you actually can create more by doing less. All right, next up is earnings. Making sure that you have profit with purpose. Collections don't equal profits. And so...   What I've noticed is like in larger practices, oftentimes they do protect their margins and they measure what matters. And so really making sure that when we're looking at the numbers, so we're looking at our earnings, this is moving into the second portion of the yes model. ⁓ Are you paying attention? Are you using your numbers to guide every single decision in your practice? And what I've seen is when practices come to us in chaos and move into clarity and more into control and more into ease, they know their numbers forward and backward.   Like they truly know, they use their numbers to make decisions on who to hire. They know their top line numbers. And what I love about this, like with our clients, we work hard on getting them an overhead scorecard. ⁓ So they know what their overhead is. We look at their monthly costs slash their BAM, their bare ACE minimum. We're looking at projections in the practice of what do we need? How do we hire? We're looking at other pieces for that I really just love are looking at their overhead as well to make sure. we've got our overhead, we've got our monthly costs.   We've got our profit margins to make sure we're looking at debt services to make sure that with the debt services, we're still profitable and we have cashflow in the practice and that these practices are thriving. And then we use KPI scorecards to make sure that the metrics within the practice are leading to the profit for a profitable business to make sure that doctors have a cashflow. And also in there, we include to pay doctors, like doctors you've got to be paid, otherwise it's really hard. And so again, just because we're producing, producing and collecting drive me wild.   I don't care what you're producing on a gross level, I care what you're producing on a net level that we can actually collect. Gross is gonna feed the ego, net's gonna feed the family. So make sure we have those numbers dialed in. So when we're looking at this, I want you to make sure that what I'm producing is actually collectible and also that we're producing enough and collecting, but that we also have our expenses in line. So we try within our clients to have them at a 50 % overhead, 30 % doctor pay, 20 % profit.   Now, obviously those things can be impacted by other things, rising costs, different pieces, but really a quick benchmark for you. And a couple different ⁓ awesome podcasts to kind of tie into this to just go back through the archives would be episode 618, How to Make Your Practice Profitable. So a lot of times we think it's production. We think that we've got to like produce more and create more, but really sometimes you don't have to produce. can't produce our problems. So looking at our P &L, looking at our costs, getting our whole team on board, having KPIs, having accountability within our team.   really can drive more profit. ⁓ I remember in Traction, was like at the very end, I'm probably gonna slaughter this section of the book, but I remember them saying that a lot of times the profit margins don't get bigger, the bigger your business goes. So like the problem, like your problems just get bigger with the more you produce. So an example, like they said, like a $1 million business with a profit margin oftentimes has the same profit margin as a $10 million business, but the headaches are more. Now, of course, ⁓   10 % profit margin on a $1 business compared to a 10 % profit margin on a $10 million business, there's obviously going to be more dollars. But it's the question of could I have more profit in a smaller practice? I don't know, that's questions for you to answer versus maybe always growing and chasing the next thing. So really looking to see how can we make it more profitable? How can we squeeze more juice out of it? And this is actually really fun because when we interview consultants to come into our company, we actually look to see can they find...   how to make a practice more profitable with a basic scenario. Because at the end of the day, if we can make you more profitable doctors and you can use your business more efficiently and with less stress and like better utilization of team members, you actually are way less stressed because you have cashflow and monies aren't as big of a deal. And what I found is the bulk of stress comes from cashflow issues. So really doing that, another great episode from this would be episode 871, Increase Profitability with Your AR.   So looking at cashflow leaks that kill growth. So AR is a huge zone and a lot of practices are like, we don't have any money. And I'm like, you have 160,000 sitting in AR, you've already done the work, we just need to collect the money. So making sure that we are actually helping you and your team get that money that should be paid to you. I had an office on a coaching call and they're like, well, Kara, our front office feels bad for calling patients to collect bills. And I was like, they feel bad.   No, they're doing these patients a service. Like we did a great job. Now these patients should be so happy to pay for us. And the reality is we should never be chasing money. We should just be collecting at a time of service. So really helping that profitability with AR because collections you can produce all day long, but if we're not collecting your profit margin is going to really, really struggle. So a lot of times it's not even a production issue. It's just a collection issue. That's a very simple system, which will come next in the S model. But when we see the numbers and we see where the leaks are,   then we know which systems we need to put into place. So this is how like you as a person know where you're going. Then we look at your profit, the numbers will tell us where we actually have true broken problems within our practice. And then we build the systems to fix those problems. And then it just chips up the line and you're able to say yes to more in your life. Another great episode was 884 Use Hygiene to Increase Profitability. So making sure that your hygiene department is about 20 to 35%.   Wow, excuse me, 25 to 30 % of your revenue ⁓ in your practice, depending upon what it is, that's usually for a GP practice. Hygiene's obviously, ⁓ in a pediatric practice, it will be different. Same thing within surgery practices and also some big GP practices that are doing a lot of surgery, hygiene might not be able to keep up with it. Or if I've got a doctor that's maybe slowing down, hygiene's actually out producing the doctor. Well, that's a concern that shows me that that doctor's not diagnosing and there's something going on.   But really utilizing your hygiene department, making sure our hygiene department's very thorough. This again, if it's not, and we don't have enough ⁓ perio within our practice, if our hygiene department's not ⁓ calibrated, we're not aligned, that then is a system that we'd wanna put into place to make sure we're able to help that. So really just another great episode. then 890 was, episode 890 was Hacks for Increasing Profitability. So ⁓ just some different pieces of like, what do we do? How can we increase that profitability?   certain things that we look for are one, like what are we producing and collecting? So let's look there first. Two, we wanna look at our BAM, our barriers, minimum and our costs and making sure that it's realistic for there. ⁓ And then also looking to see, could we renegotiate some of our pieces? Could we look at our lease? Could we look at our rent? Could we look at ⁓ our marketing spend? Could we look at our payroll? And again, I'm not here to cut team members. Don't worry team members.   I just want to make sure that each team member is being maximized and utilized based on the profitability because we know that most businesses should be able to run on a 30 % allocation to payroll. And so looking to see, we utilizing and maximizing our resources like we should? So really just looking for some of those hacks for profitability. But I love that so many people are obsessed with production and I'm obsessed with profit because profits, what's going to feed you profits, what's going to help you profit is going to be the piece.   that's going to actually make you thrive rather than just survive. Production, if we're not collecting and we're not profitable, it does not matter. And I go to a lot of business conferences and I love, they're like, yeah, my business did 10 million last year. My business is 100 million. And I'm always like, I don't care. What's your profit margin? And a lot of them come back. I remember there was this guy and we were chatting and he has a $30 million business and yet his profit margin was 5%. And he's like, Carrie, you're honestly probably taking home more than I am.   on a smaller business. And so again, I don't care about your production and top line number. It does play a role, but what I care more about is are you profitable and are you obsessed with being as profitable as possible? Are you reviewing your PNL every single quarter? Are you looking at small cashflow leaks? Are we making sure that we're collecting the money of what we produce? Are we making sure that our write-offs and our insurance is correct? Are we making sure our hygiene department is... ⁓   appropriate and are we using like KPIs to track this and to measure this to make sure that we're actually doing it. So that's kind of within the earning section for little highlighted episodes for you. And so then some thoughts to wrap that up would be if you're producing more but taking home less, what number are you not watching in your practice? So really look at that and see, gosh, like I'm producing this, but I'm not taking home as much. What number or numbers are you not watching that maybe you should start watching Food for Thought and   put it into play, you'll be much happier when you're profitable. And then last but not least, this is one that everybody obsessed with, systems. We want systems care. Please, please give me systems. I just want my practice to run on autopilot. And like the answer is like, yes, we should put systems in. And I think about like McDonald's and Chick-fil-A and they're able to give a very incredible experience with systems. And Walt Disney said like, he's able to create predictable magic with the systems behind the scenes. And so for you and your practice, how can you create predictable experiences?   predictable revenue, predictable production through the systems. So a couple of great episodes that we had with systems, systemization I think is like sexy and not sexy, like cool, that's great. But like really, if you focus on you first, then you focus on the numbers, you then know which systems to put into place. So you don't have to actually do all the systems. People are like, here, I just need a whole systems like repertoire. And I'm like, no, you don't. You need the systems that are actually gonna get you the results. I believe that we should focus on results, not on busy work.   So a couple episodes that kind of just highlight some systems for you are episode 381 Systemization: Where to Start? It's a really good episode for you of like how to like you don't just build 100 SOPs just like we were talking about. You literally start with the systems that are going to impact your revenue and profitability first. And those are the ones we're going to build right away. So a good one to help you prioritize that because a lot of times it can feel very daunting. Like I'm trying to eat an elephant. So where do I start? ⁓ Episode 872 Are Your Systems Outdated? And so with that one, just because it worked in the past,   You gotta also update the systems. Do we have a new software? Do we have a new process? A lot of times these systems get like written and we're so excited we made our ops manual, but they get put on a shelf and cool, we never even touched them again. So making sure that you keep your systems up to date, that they're current, that everybody's using them and if you actually are using them, they don't get outdated. So having a set cadence and process for that. Episode 881, Priority Scheduling: Ideal Week and Ideal Schedules   So figuring out like, does our ideal week look like? What are our ideal schedules look like? And so with that, we can figure out how to schedule and do block scheduling to actually build, like that's a great system to put into place to help us get our profitability, to help us get our production, to then help us get the life that we want. So do you see how like the yes model at like, we start at the top with you, go to earnings, go to systems, and then we work on systems to impact the profit and production to impact you and your life. So really I'm obsessed with block scheduling. I obsessed with?   I deal weeks, I'm obsessed with being a master of time rather than time mastering you and really helping offices realize what needs to happen and prioritize. think prioritization is a really tricky thing for a lot of people and having a consultant or an outside view help you out, I think is something really magical. And then last but not least, episode 959, Build a Practice That Can Run Without You. This is what people ask for all the time. And so I love on this. You'll never have true freedom.   if the business only runs when you're there. And so looking at that of, like I said, Disney, Walt's not there and it's still able to run. Chick-fil-A, I don't even know who the owner is, you guys know, but like it's able to run without the owner being there. And so the owner I feel creates the vision and the magic. That's like what your secret sauce is. But the systems are so people can run and operate without you there. And for office managers, same thing with you. I hate the like, if you got hit by a bus, I'm like, I don't ever want to be hit by a bus.   So instead I'm like, if you were at home with a broken leg and then had two office managers literally be out with broken legs. So, ⁓ but I think it's a great example. So watch out, don't break your legs. But I said, if you were out, could the practice run and could you know that the practice isn't running, AKA with your KPI scorecard and being able to look at your numbers, would you know what system needs to be implemented and if systems were being followed or not when you're at home? And so oftentimes that helps you figure out, again, we look at our numbers to see which systems do we need to put into place.   But then beyond that, we're also going to look and say, all right, so these are the numbers that are telling us we have a broken system. But then when you're not there, does the practice still run without you? And does it still operate? And if you were to come in as a fly on a wall on a vacation, so pretend you're out on vacation, I surely have done this to my team. I'm out on vacation. I pop in a day earlier than they think I'm supposed to be back. Is the practice running the way that it should? That's how you know you have great systems and great leadership.   I don't believe that just good systems will create a great practice. You also need great leadership to ensure that they're staying accountable, that they're following systems, but also making sure that less is more. ⁓ The KISS model, keep it simple, silly. I prefer silly over stupid. But really look to see where are maybe the systems that we need to do. And I love in Dental A Team, we do our 12 systems. And that's something I really love to just kind of give an outline of which ones per month.   would help out. So just a quick overview of Dental A Team's systems for success. We say that January is office management, mastery and leadership. And if you guys want to go back in the archives, Tip and I actually did like, I think it was from November through December a few years ago, we went through every single one of these systems. We broke it down. We gave tactical tips for you on those. So January is office management, mastery and leadership. February is doctor optimization, making sure we're utilizing and maximizing everything within the office. March is billing with ease.   April is five-star patient experience, May is smooth scaling scheduling, June is maximized case acceptance, July is dynamite dental assistance, August is elevated hygiene, September is competent marketing, October is complete operations manual, November is practice profitability, and December is A-Team hiring and onboarding. And so utilizing these systems for you to look to see, and again, there's, that's kind of like a category overview, but looking to see where maybe some systems broken within that category.   that ultimately could impact our profit and production that ultimately impact us as individuals. And doctors, I know I highlighted you a lot about you as a person, but also your team members as human beings too. How can we make it easier? How can we make it more fun? How can we make it to where we have more fun at work, more enjoyable rather than more stress? I think is something super, super important. And so when you look at this, I think to wrap up our system section, what systems or system category in your practice   still depends on you and is it keeping you stuck in your practice or preventing the growth? Are you the bottleneck in an area? And to maybe just ask yourself, what is that and what's holding me back? So really, truly just some fun, like, my gosh, you guys, after a thousand episodes, ⁓ I think I can confidently come on here and say that the formula for growth hasn't changed. I think we've gotten smarter. We figured out what's the priority. How do we prioritize it for you?   the $5 million practices, the $2 million, the $1 million, the 500,000, the startup practice, they say yes to leadership clarity, profit strategy, and systems that scale. So that's you, right? Leadership clarity, you as a person being happy, earnings, profit strategy, and as systems for success that scale. Now again, systems that scale, so you're able to grow and you have options. This is truly what I think is so valuable, and I thought.   on a thousandth episode, we've got to have something very powerful, very impactful, giving you just kind of a recap of all the time together. Talk about how magical it is to be able to be here together, to be able to share. And what I will say is, ⁓ I'm obsessed with helping offices be able to say yes to more of their life, to be able to say yes to more of what they want, and to be able to get back their time, their team, their life. And that's something that I'm just obsessed with. So if you're looking for help with that, if you...   I want more yes in your life and less stress and more happiness. Truly I do believe and I've seen it work with hundreds of offices and something just so powerful to be able to share, to give to you. And I just wanna say thank you. Thank you for making the Dental A Team podcast real. Thank you for being listeners. Thank you for sharing this podcast with so many of your friends. Thank you for commenting. Thank you for tagging us while you're driving to work. Thank you for being dedicated listeners. Thank you for being clients that work with us.   Thank you for truly wanting to change and impact the world of dentistry in the greatest way possible. It is truly an honor. I just feel so honored and I'm so freaking excited for the next thousand. So let's do it, let's rock. And at the end of the day, all of you, I want you truly remembering that dentistry is the greatest profession we could ever be a part of. I want you saying yes to more. If we can help you in any way, reach out Hello@TheDentalATeam.com. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.  

The Tech Trek
Innovation Isn't a Buzzword—It's a Culture

The Tech Trek

Play Episode Listen Later May 29, 2025 22:37


In this episode of The Tech Trek, Vinayak Kumar shares how his team at Lynx strikes a practical balance between innovation and efficiency in the heavily regulated healthcare and finance space. He explains why innovation shouldn't be forced, how to avoid the "tech in search of a problem" trap, and why pattern-driven execution helps startups scale faster without compromising flexibility.

The Marketing AI Show
#150: AI Answers - AI Roadmaps, Which Tools to Use, Making the Case for AI, Training, and Building GPTs

The Marketing AI Show

Play Episode Listen Later May 29, 2025 66:31


Welcome to Episode 150 of The Artificial Intelligence Show—a special milestone that marks the launch of a brand-new series: AI Answers. In this episode, Paul Roetzer is joined by Cathy McPhillips to debut a fresh format designed to systematically answer the best questions we get during our live AI education sessions. Over the past few years, our free Intro to AI and Scaling AI classes have attracted more than 32,000 learners—and they've asked hundreds of smart, tough, practical questions. This new series tackles them head-on. Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:08:32 — Question #1: How do you explain AI as a tool for transformation to someone who's unfamiliar or maybe even a little afraid? 00:10:44 — Question #2: Do you see learning to use AI effectively as the modern version of learning to type?  00:13:03 — Question #3: How realistic is it to create an actual AI roadmap?  00:16:29 — Question #4: Once you build a roadmap, should it be shared with the entire team?  00:18:48 — Question #5: Is it better to invest in ChatGPT or Microsoft CoPilot? 00:20:22 — Question #6: How do you make the case to leadership that a paid license to ChatGPT is worth it? 00:22:03 — Question #7:  I'm using multiple AI tools—but each one only does a few things well, and the costs are adding up. How do I better train and support my agents so the company becomes more AI-forward without overwhelming them? 00:25:49 — Question #8: In two years, how many GenAI platforms do you think will dominate the enterprise landscape? 00:27:40 — Question #9: Do you have any thoughts or concerns around using open-source LLMs in the enterprise AI stack? 00:30:39 — Question #10: How involved should the CEO be with an AI council? What kind of role makes the most impact? 00:33:25 — Question #11: Once you have an AI policy, where should you begin to use it to educate your team? 00:35:28 — Question #12: What's a solid KPI to track AI literacy or adoption? 00:38:42 — Question #13:  If you were building MAII from scratch, with what you know now—what would you do differently? 00:41:19 — Question #14: How do you actually bridge the gap between current capabilities and future roles? What's the smart move for career future-proofing? 00:49:15 — Question #15: What courses should kids in school be thinking about if they want to be prepared for an AI-infused world? 00:53:20 — Question #16: What are three things you'd suggest for helping teenagers use AI to accelerate learning, without just relying on it to do the work for them? 00:56:07 — Question #17: Is it better to create a specific GPT for each job task, or one mega-GPT that does content, strategy, internal reports, sales writing—all of it? 00:59:09 — Question #18: What do you think AI will do to the search marketing industry, especially paid search?  00:07:08 — Question #19: What excites you about AI? This episode is brought to you by the AI for B2B Marketers Summit. Join us on Thursday, June 5th at 12 PM ET, and learn real-world strategies on how to use AI to grow better, create smarter content, build stronger customer relationships, and much more. Thanks to our sponsors, there's even a free ticket option. See the full lineup and register now at www.b2bsummit.ai. Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy 

The Courageous Podcast
MJ DePalma - Head of Marketing with Purpose at Microsoft

The Courageous Podcast

Play Episode Listen Later May 28, 2025 50:18


MJ DePalma sees marketing as an act of human connection, not a numbers game. As Head of Marketing with Purpose at Microsoft, she helped turn the phrase “inclusion is personalization” into a company-wide growth playbook, and a case study in countless business schools.  In her conversation with Ryan, MJ revisits the day Satya Nadella's growth-mindset culture lured her back to Microsoft, and explains why every KPI should ladder to a single mission.  MJ also warns that a two-degree course error in AI can send brands hundreds of miles off track, and describes how quantum computing may rewrite the rules of brand empathy.

Revenue Rehab
When Your Buyers Are Ready to Engage You're Dropping the Ball

Revenue Rehab

Play Episode Listen Later May 28, 2025 43:24


This week on Revenue Rehab, Brandi Starr is joined by Maddie Bell, CEO and Co-founder of Scheduler AI, who believes “the real risk isn't in the dark funnel—it's failing to deliver when the buyer finally raises their hand.” In this episode, Maddie challenges the industry's obsession with “speed to lead,” urging revenue leaders to prioritize “speed to first conversation” with AI-driven, buyer-centric engagement. She warns that outdated playbooks and one-way automation are leaving revenue on the table, while today's buyers self-educate and expect immediate, meaningful interaction. Will Maddie's call for rethinking the moment of engagement change your strategy—or change your mind?  Episode Type: Problem Solving  Industry analysts, consultants, and founders take a bold stance on critical revenue challenges, offering insights you won't hear anywhere else. These episodes explore common industry challenges and potential solutions through expert insights and varied perspectives.  Bullet Points of Key Topics + Chapter Markers:  Topic #1: Dark Funnel Obsession—Are Revenue Teams Focusing on the Wrong Problem? [01:10]  Maddie Bell argues that while the industry is fixated on the challenges of the dark funnel and invisible buyer research, the true risk lies elsewhere: "The real risk isn't what you can't see, it's what you fail to act on when the buyer finally makes themselves known." She challenges CMOs and CROs to shift resources away from just uncovering hidden intent and instead ensure their processes and tech are ready for the critical moment buyers raise their hand. Brandi aligns with this shift, probing what readiness really entails and how companies can retrain their focus accordingly.  Topic #2: Personalization at Scale—Why Automation Isn't Enough [13:36]  Maddie claims that traditional personalization methods—triggered email sequences and static nurture paths—have reached their limits due to the sheer number of signals and permutations needed. She challenges the industry to move beyond guessing with automation: "It's just really hard to personalize for a person without asking them about themselves again, without starting a two-way conversation." The discussion centers on the need for AI-driven, dynamic conversations to achieve true personalization, not just more sophisticated drip campaigns.  Topic #3: AI as the Connector—Transforming Handoffs and Sales Structure [28:38]  Maddie boldly asserts that AI agents are poised to revolutionize not just engagement, but the very structure of sales teams and revenue processes. She explains, "If you have the AI routing, you can create intelligent loops that essentially solve the leak across the pipeline..." prompting leaders to rethink their approach to sales specialization, handoff rigor, and marketing-sales alignment. Brandi challenges the scalability and organizational implications, sparking discussion on how revenue leaders should sequence process improvement before layering on AI.  The Wrong Approach vs. Smarter Alternative  The Wrong Approach: “I think they look for solutions to new things rather than solving problems that again, they already have. Right. Because at the end of the day, if we're already making buyers wait hours, days, if we follow up at all, just solving that in the near term is going to get you a measurable pipeline win now without having to re redo and try all this new stuff that you don't really know where it's going to go.” – Maddie Bell  Why It Fails: Chasing after new, untested solutions distracts teams from addressing the core issues already affecting buyer engagement. If companies ignore existing process gaps—like long response times—they miss out on immediate revenue gains and risk investing in initiatives that may not address their current challenges.  The Smarter Alternative: Focus first on quantifying and solving existing friction points in the buyer journey, such as reducing wait times and ensuring prompt follow-up. By tackling these proven problems, organizations can unlock measurable wins and lay a stronger foundation before experimenting with new tools or strategies.  The Most Damaging Myth  The Myth: “The moment they raise their hand visibly is the start of the process.” – Maddie Bell  Why It's Wrong: Many go-to-market teams treat the buyer's visible hand-raise—like filling out a form—as the beginning of engagement. But as Maddie points out, buyers actually start their process much earlier, often spending significant time researching and self-educating long before giving up their information. This myth leads companies to ignore the vast majority of prospects who never fill out a form (97%), missing opportunities to start conversations earlier and losing out on pipeline growth.  What Companies Should Do Instead: Recognize that the buying journey begins well before formal hand-raising. Invest in strategies and technologies that identify and engage buyers earlier—well before they submit a form—by leveraging intent signals, enabling frictionless conversations, and reducing reliance on traditional gates. This proactive approach captures more of the market and improves the probability of converting ready buyers.  The Rapid-Fire Round  Finish this sentence: If your company has this problem, the first thing you should do is _ “Measure it. Find out how many balls are getting dropped. Quantify the problem so you can actually solve it and measure success.” — Maddie Bell What's one red flag that signals a company has this problem—but might not realize it yet? “You're pushing out a lot of one-way communication, and buyers aren't converting—or when they finally respond, you're too slow to engage. If buyers ignore your outreach or you fail to respond within 1–2 minutes, that's a big sign.”  What's the most common mistake people make when trying to fix this? “Chasing new cool solutions instead of fixing today's problems—like slow or missing follow-up. Start by solving existing gaps to create quick pipeline wins before adding new tools.”  What's the fastest action someone can take today to make progress? “Start more conversations—and use AI for fair, objective, helpful buyer interactions that move them to the next step, ideally a team meeting. But don't rush the process; let AI qualify and route effectively.”   Buzzword Banishment  Buzzword Banishment: Maddie's buzzword to banish is "speed to lead." She dislikes this term because, in her view, it has become disconnected from what buyers actually want. Maddie argues that organizations have reduced "speed to lead" to a KPI or automated process—like quickly assigning a lead to a rep or sending out email sequences—rather than prioritizing a meaningful, timely first conversation that aligns with the buyer's needs and expectations. She advocates replacing it with "speed to first conversation" to ensure engagement is genuinely valuable to the buyer.  Links:  LinkedIn: https://www.linkedin.com/in/maddiebell/  Podcast: https://www.scheduler.ai/nextgen-gtm-podcast  Business: https://www.scheduler.ai  Subscribe, listen, and rate/review Revenue Rehab Podcast on Apple Podcasts, Spotify, Google Podcasts , Amazon Music, or iHeart Radio and find more episodes on our website RevenueRehab.live  

1號課堂
業務不是賣東西,而是建立人與人之間的橋樑《極限銷售》 | 天下文化Podcast 書房憲場-極限銷售特別篇EP07

1號課堂

Play Episode Listen Later May 28, 2025 21:58


本集天下文化 Podcast書房憲現場特別篇的來賓,邀請從金融業轉戰餐飲產業、現任唯賀餐飲集團總經理的好朋友 吳家德。 兩人因為相似的背景而產生深厚的共鳴,曾在金融業任職、擔任過定期定額的保險或金融銷售員、現在都從事幫助他人為主的工作。他們藉此切入討論:一個人的銷售歷程如何轉化為人生養分,特別是當進入人生下半場之後。 節目中,家德分享了自己在唯賀集團如何結合業務思維進行品牌經營的具體案例。特別引人注意的是他邀請韓國啦啦隊女神「李多惠」出席公司春酒活動的行銷策略。雖然這樣的花費不小,他卻認為這是一種有效的投資:不只激勵了400多位員工,也讓供應商與利益關係人感受到公司文化與價值觀的轉變。透過這場活動,他更進一步地將品牌形象與大眾心中的「李多惠等級」做連結,進而創造出超乎預期的口碑與影響力。他也巧妙運用KOL的力量,在社群中自然散播品牌聲量,為企業定錨品牌價值。 他們進一步探討「業務精神」的本質,強調業務不只是賣產品,更是人與人之間的連結。吳家德提到,他過去會根據客戶喜好送出「量身訂做」的禮物——例如對蔣勳老師欣賞的客戶,他就特別去請蔣勳簽名書送出。這些舉動展現的並非金錢價值,而是「用心」與「互惠」——也就是他們談到的行為經濟學核心價值之一。 在品牌與內部管理方面,家德也透露唯賀集團能讓多數店年營收破千萬的核心秘訣:就是將業務KPI導入門市管理系統。他以具體數字說明:若一家店月賺50萬,公司會提撥高達40%作為獎金,而其中40%再分給店長,創造出極具誘因的激勵制度。這種做法讓第一線的店長也擁有創業般的積極心態,為企業創造源源不絕的動能。 面對人生、職涯與年輕人的未來規劃,吳家德以自身經驗鼓勵年輕人要「早一點做業務」。因為業務工作最能讓人快速面對挫折、學會被拒絕、接觸不同的人,這些經歷會成為寶貴的資產。他強調:「走出去,是大數據;關起門,是大悲劇」,這句話幾乎可作為這集的金句總結。 最後,在被問到自己的成功關鍵時,吳家德坦言,是那些無數次被拒絕後仍不放棄的堅持,是那一種即使經歷30次、50次失敗,也還願意嘗試的韌性。他也特別提到自己在年輕時期就養成了閱讀習慣,這讓他的業務對話不流於表面,而是可以深刻地用書中的知識、觀點與故事與人連結,建立更真誠與有價值的互動關係。 這一集節目無論是對想創業的聽眾、在公司打拼的工作者,或是剛起步的年輕人,都能從中找到共鳴與啟發。 Powered by Firstory Hosting

Business Strategy
112: The 3 Metrics That Drive Profit in Construction and Service Businesses

Business Strategy

Play Episode Listen Later May 27, 2025 18:06 Transcription Available


Send us a textIs Your Business Beating the Stock Market?In this episode of The Margin Method, Steve shares the three metrics every founder must know if they want to grow profitably and build a business that's both valuable and optional. Drawing from his experience as a CFO for a billion-dollar construction firm, he breaks down what he calls the "three efficiencies"—and how they reveal whether you're wasting money on sales, underperforming on labor, or sitting on a business that's barely outperforming an index fund.If you've ever wondered how to measure true performance, this one's for you. Steve walks you through the calculations, benchmarks, and tells you exactly where to look in your financials—without getting lost in jargon. You'll leave knowing which KPI deserves your attention... and why it might just be time to raise your standards.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show

Beyond Deadlines
The Real Cost of Ignoring Productivity

Beyond Deadlines

Play Episode Listen Later May 27, 2025 32:19


In this episode we dive into productivity.The ChallengeImagine delivering a complex construction project without tracking productivity. You're left guessing progress, uncertain of efficiency, and facing unexpected delays. Without reliable data, you can't accurately forecast completion dates or manage risks effectively, putting project outcomes in jeopardy. Micah and Greg tackle this critical issue by discussing the true cost of ignoring productivity and practical strategies to address it.Continue LearningCheck out our new book The Critical Path Career: How to Advance in Construction Planning and SchedulingSubscribe to the Beyond Deadlines Email NewsletterSubscribe to the ⁠⁠⁠⁠Beyond Deadlines⁠⁠⁠⁠ Linkedin Newsletter⁠⁠Check Out Our YouTube Channel⁠⁠.ConnectFollow ⁠⁠⁠Micah⁠⁠⁠, ⁠⁠⁠Greg⁠⁠⁠, and ⁠⁠Beyond Deadlines⁠⁠ on LinkedIn.Beyond DeadlineIt's time to raise your career to new heights with Beyond Deadlines, the ultimate destination for construction planners and schedulers. Our podcast is designed to be your go-to guide whether you're starting out in this dynamic field, transitioning from another sector, or you're a seasoned professional. Through our cutting-edge content, practical advice, and innovative tools, we help you succeed in today's fast-evolving construction planning and scheduling landscape without relying on expensive certifications and traditional educational paths. Join us on Beyond Deadlines, where we empower you to shape the future of construction planning and scheduling, making it more efficient, effective, and accessible than ever before.About MicahMicah, the CEO of Movar US is an Intel and Google alumnus, champions next-gen planning and scheduling at both tech giants. Co-founder of Google's Computer Vision in Construction Team, he's saved projects millions via tech advancements. He writes two construction planning and scheduling newsletters and mentors the next generation of construction planners. He holds a Master of Science in Project Management, Saint Mary's University of Minnesota.About GregGreg, an Astrophysicist turned project guru, managed £100M+ defense programs at BAE Systems (UK) and advised on international strategy. Now CEO at ⁠⁠Nodes and Links⁠⁠, he's revolutionizing projects with pioneering AI Project Controls in Construction. Experience groundbreaking strategies with Greg's expertise.Topics We Coverchange management, communication, construction planning, construction, construction scheduling, creating teams, critical path method, cpm, culture, KPI, microsoft project, milestone tracking, oracle, p6, project planning, planning, planning engineer, pmp, portfolio management, predictability, presenting, primavera p6, project acceleration, project budgeting, project controls, project management, project planning, program management, resource allocation, risk management, schedule acceleration, scheduling, scope management, task sequencing, construction, construction reporting, prefabrication, preconstruction, modular construction, modularization, automation, Power BI, dashboard, metrics, process improvement, reporting, schedule consultancy, planning consultancy, material management

Türkiye'de Dijital Pazarlama
Sosyal Medyada Mikro Influencer'ların Yükselişi ve Etkisi

Türkiye'de Dijital Pazarlama

Play Episode Listen Later May 27, 2025 11:04


Geleneksel influencer marketing stratejileri artık etkisini yitiriyor. Makro influencer'lara yapılan büyük bütçeli yatırımlar, düşük etkileşim oranları ve zayıf dönüşümlerle markaları hayal kırıklığına uğratıyor. Ancak bu alanda yeni bir yıldız yükseliyor: mikro-influencer'lar.Mikro-Influencer Nedir?Mikro-influencer'lar, genellikle 10.000 ila 100.000 takipçiye sahip, belirli bir konuda içerik üreten ve hedef kitlesiyle yüksek etkileşim kurabilen kişilerden oluşur. Takipçileriyle birebir, samimi bağ kurabildikleri için verdikleri mesajlar daha güvenilir ve etkili olur. Niş topluluklara hitap etmeleri sayesinde marka mesajını daha isabetli iletebilirler.Neden Mikro-Influencer'lar Yükselişte?Yüksek Etkileşim Oranı: Mikro-influencer'ların etkileşim oranları genellikle %4 ila %8 arasındadır. Bu oran, makro influencer'larda çoğu zaman %1'in altına düşer. Daha az takipçiyle daha fazla dönüşüm sağlamak mümkündür.Samimiyet ve Güven: Mikro-influencer'lar, takipçileri tarafından “bir arkadaş” gibi görülür. Bu da markalar adına yapılan paylaşımların daha içten algılanmasını sağlar.Düşük Maliyet, Yüksek Getiri: Mikro-influencer'larla yapılan işbirlikleri, büyük bütçeler gerektirmez. Aynı bütçeyle 10 mikro influencer'la çalışarak çok daha geniş ve hedefli bir kampanya yürütmek mümkündür.Niş Hedefleme: Vegan beslenme, minimalist yaşam, anne-bebek gibi özel alanlara hitap eden içerik üreticileri sayesinde markanız tam da ulaşmak istediğiniz kitleye seslenebilir.Gerçek Bir Kampanya ÖrneğiBir doğal kozmetik markası, 15 farklı mikro-influencer ile yürüttüğü bir kampanyada satışlarını %30, site trafiğini ise %48 artırdı. Etkili içerikler, organik paylaşım ve özgün anlatım sayesinde mikro influencer'lar kampanyayı başarıya ulaştırdı.Mikro-Influencer Seçerken Nelere Dikkat Etmeli?Takipçi Kalitesi: Bot oranı düşük, organik ve ilgi uyandıran kitleye sahip olmalı.Etkileşim Oranı: Paylaşımlara gelen beğeni, yorum ve mesajlar analiz edilmeli.İçerik Uyumu: Influencer'ın paylaşım tarzı ve dilinin markayla örtüşmesi önemli.Samimiyet: Influencer gerçekten markaya inanmalı, aksi halde etkileşim düşük kalır.Strateji ve İşbirliği SüreciBaşarılı bir kampanya için önce hedef kitle netleştirilmeli, ardından platform seçimi (Instagram, TikTok, YouTube) yapılmalı. Influencer'a bire bir ulaşarak kişiselleştirilmiş teklifler sunulmalı. Kampanya sonunda KPI'lar (etkileşim, satış, tıklama vb.) ölçülmeli ve işe yarayan işbirlikleri tekrar planlanmalıdır.Doğru Kişiye, Doğru Zamanda UlaşmakArtık mesele daha fazla kişiye görünmek değil, doğru kişiye doğru zamanda ulaşmak. Mikro-influencer'lar düşük bütçeyle yüksek verim sağlayan stratejik iş ortakları haline geldi. Markanız için etkili bir mikro-influencer planı oluşturmak istiyorsanız, size memnuniyetle destek olurum.Daha fazla bilgi için bana instagram'dan @frktprk ulaşabilirsin.

The WP Minute+
Emotionally Unemployable: Agency Life with Kurt and Toby

The WP Minute+

Play Episode Listen Later May 26, 2025 47:57 Transcription Available


Say thanks and learn more about our podcast sponsor Omnisend. In this candid and wide-ranging episode, Kurt von Ahnen and Toby Cryns reflect on the unique ups and downs of running a small WordPress agency. From their early days coding in HTML and building Flash websites to managing client rosters, teams, and productized services, the hosts explore the joys and hard-won lessons of agency life. One major theme: the freedom (and chaos) of living and working on their own terms. Both hosts share what makes them “emotionally unemployable,” emphasizing how autonomy, community involvement, and passion-driven work keep them committed to their businesses rather than traditional employment.The conversation also covers important topics like pricing services, navigating global competition, managing clients and contractors, and building credibility through niche expertise and community engagement. Whether it's “firing” the bottom third of clients each year or offering templated websites to local food trucks, Kurt and Toby share actionable strategies and hilarious stories from the trenches.Key Takeaways:Letting go of low-value clients can lead to business growth and improved margins.Overseas freelancers often undercut U.S. rates, creating tension in hiring decisions.Being part of your local community (through events, speaking, and partnerships) can naturally build trust and attract clients.Effective labor rate (ELR) is a key KPI to track project profitability.Productized services (like $1500 templated websites + $79/month maintenance) offer sustainable income for smaller clients.Sales success often hinges on personal connections and industry niche familiarity.The path to long-term agency survival is through adaptability and knowing your worth.Important Links:Kurt's Agency: Mañana No MasToby's Agency: The Mighty Mo!Follow Kurt & Toby:LinkedIn: Kurt | TobyThe WP Minute+ Podcast: thewpminute.com/subscribe Support us for as little as $5 to join our members-only Slack group. ★ Support this podcast ★

The 14
SEC Baseball Tournament Reaction: Texas A&M/Auburn, Texas/Tennessee, Hosting Scenarios, More

The 14

Play Episode Listen Later May 23, 2025 59:55


The Southeastern 16 crew reacts to Thursday's SEC Baseball Tournament action, including Texas A&M's defeat of Auburn, Tennessee's win over Texas and Vanderbilt beating Oklahoma in the nightcap. Topics include: Texas A&M's season stays alive as the Aggies move on to face LSU at approximately 6:30 Central on Friday night after beating Auburn, but star center fielder Jace Laviolette is probably done with a hand injury. And will Auburn be hosting one weekend or two? Can Tennessee host? The Vols have now registered two great RPI wins after an extra-innings take-down of Texas as Brandon Arvidson shined out of the bullpen. However, ace Liam Doyle struggled for the second-straight start. Vanderbilt evened its season series with Oklahoma behind the pitching of JD Thompson and its bullpen of Luke Guth, Levi Huesman and Sawyer Hawks held the Sooners to two hits and struck out 15. The Commodores are now No. 1 in the RPI and KPI; what's that mean for their postseason seeding? Where do Mississippi State and Kentucky stand in terms of each getting at-large bids? And more.

Behind the Numbers: eMarketer Podcast
Measurement and ROI in Commerce Media | Behind the Numbers Special Edition

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later May 22, 2025 30:14


On this special edition podcast, we examine practical ways to track commerce media ROI—covering KPI selection, attribution, and cross channel measurement. EMARKETER Principal Analyst, Sky Canaves talks with Maev's Michael Campi, PepsiCo's Mike Glaser, and LiveRamp's Christine Grammier in this panel from the May 9th EMARKETER virtual summit, Commerce Media Trends 2025. Listen everywhere you find podcasts, or watch on YouTube and Spotify.   Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com © 2025 EMARKETER

Human Capital Innovations (HCI) Podcast
Net Connected Score, A New KPI for Workplace Culture, with Dennis S. Holland

Human Capital Innovations (HCI) Podcast

Play Episode Listen Later May 21, 2025 25:56


In this podcast episode, Dr. Jonathan H. Westover talks with Dennis S. Holland about the Net Connected Score, a new KPI for workplace culture. As CEO, Dennis is leading Quantum Connections into a new era of innovation, expansion, and transformation. Leveraging the organization's 40-year history of clinical innovations and philanthropic successes, he is charting an exciting path of sustainable growth through the delivery of transformative relational competency programs to new markets including corporations and nonprofits as well as educational, government, and faith-based institutions around the world. Dennis' reputation for changing brand discussions from challenge to opportunity is met with his consistent success at driving remarkable market growth and thought leadership outcomes for numerous companies on a global scale. Examples include leading a large military-focused financial services turnaround that yielded a 45% increase in target market favorability within one year of launch; supporting a 10x growth in market cap for FIS (NYSE: FIS) through effective brand integration and product positioning for numerous acquisitions; and serving as an expert marketing resource for The Kellogg Companies, ATT, Worldpay, EDS, and other global brands. Dennis is the father of two beautiful, grown children. He's an avid traveler with a goal of visiting every continent, an amateur photographer, and a diehard gym-goer, trail-walker, and beach fanatic. And as a member of the Knights of Columbus with his local church, he spends as much time as possible serving his community. Check out all of the podcasts in the HCI Podcast Network!

Cash Flow Connections - Real Estate Podcast
Scaling Smarter: Expert Tips for Navigating Growth in Commercial Real Estate (From The Archive) - E1069 - TT

Cash Flow Connections - Real Estate Podcast

Play Episode Listen Later May 20, 2025 36:52


In this Topical Tuesday episode, I spoke with Sam Morris who is the CEO of Sunset Capital. He has over twenty years' experience in various aspects of real estate and has led acquisition and disposition teams on over $550MM in multifamily transactions. Be sure to tune in if you're interested in learning about: Importance of maintaining consistent KPI tracking and weekly asset management to prevent issues from escalating. Key advice for emerging sponsors to grow and scale. Insight into why Texas remains a thriving market and why the outlook is bright. Tips for investors on leveraging broker relationships to identify and acquire distressed assets. To your success, Tyler Lyons Resources mentioned in the episode: Sam Morris Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Be It Till You See It
526. Why Your Brand Energy Matters More Than a Logo

Be It Till You See It

Play Episode Listen Later May 20, 2025 42:31


Brand strategist and second time guest, Hilary Hartling returns with fresh insights on building magnetic brands that reflect who you are and speak to who you serve. In this powerful conversation, she and Lesley Logan talk about how energy, clarity, and authenticity are at the heart of every great brand. Hilary also shares tips for avoiding branding ruts, using AI without losing your voice, and why consistency is more important than perfection. If you have any questions about this episode or want to get some of the resources we mentioned, head over to LesleyLogan.co/podcast. If you have any comments or questions about the Be It pod shoot us a message at beit@lesleylogan.co.And as always, if you're enjoying the show please share it with someone who you think would enjoy it as well. It is your continued support that will help us continue to help others. Thank you so much! Never miss another show by subscribing at LesleyLogan.co/subscribe.In this episode you will learn about:Why brand energy creates stronger emotional connection.How to use and integrate AI to amplify your voice.Why consistency is the true magic behind standout brands.Why figuring out your “why” matters more than your process.How to identify and attract your ideal client with clarity.A powerful tool for reconnecting with your purpose and message.Why launching with clarity leads to faster, more aligned sales. Episode References/Links:Ep. 57: Hilary Hartling - https://beitpod.com/hilaryhartlingHilary Hartling Website - https://hilaryhartling.comHilary Hartling Instagram - https://instagram.com/hilaryhartlingBrand Vision Meditation - https://beitpod.com/brandvisionmeditationGuest Bio:Hilary Hartling is a Brand & Messaging Strategist who helps entrepreneurs build captivating, heart-led brands that deeply resonate with their audience. With over 15 years of experience as Vice President of Integrated Marketing & Synergy for powerhouse film brands like Disney, Pixar, and Marvel, Hilary now brings that blockbuster-level strategy to mission-driven business owners. Through her signature programs and intuitive approach, she helps clients translate their vision into messaging that feels authentic, aligned, and magnetic. Whether through one-on-one consulting or her Brand Polish Academy, Hilary empowers creatives and coaches to articulate their unique value, attract right-fit clients, and show up consistently with confidence and clarity. Her work is rooted in both strategy and soul—because when your brand reflects your truth, success becomes inevitable. If you enjoyed this episode, make sure and give us a five star rating and leave us a review on iTunes, Podcast Addict, Podchaser or Castbox. https://lovethepodcast.com/BITYSIDEALS! DEALS! DEALS! DEALS! https://onlinepilatesclasses.com/memberships/perks/#equipmentCheck out all our Preferred Vendors & Special Deals from Clair Sparrow, Sensate, Lyfefuel BeeKeeper's Naturals, Sauna Space, HigherDose, AG1 and ToeSox https://onlinepilatesclasses.com/memberships/perks/#equipmentBe in the know with all the workshops at OPC https://workshops.onlinepilatesclasses.com/lp-workshop-waitlistBe It Till You See It Podcast Survey https://pod.lesleylogan.co/be-it-podcasts-surveyBe a part of Lesley's Pilates Mentorship https://lesleylogan.co/elevate/FREE Ditching Busy Webinar https://ditchingbusy.com/ Resources:Watch the Be It Till You See It podcast on YouTube! https://www.youtube.com/channel/UCq08HES7xLMvVa3Fy5DR8-gLesley Logan website https://lesleylogan.co/Be It Till You See It Podcast https://lesleylogan.co/podcast/Online Pilates Classes by Lesley Logan https://onlinepilatesclasses.com/Online Pilates Classes by Lesley Logan on YouTube https://www.youtube.com/channel/UCjogqXLnfyhS5VlU4rdzlnQProfitable Pilates https://profitablepilates.com/about/ Follow Us on Social Media:Instagram https://www.instagram.com/lesley.logan/The Be It Till You See It Podcast YouTube channel https://www.youtube.com/channel/UCq08HES7xLMvVa3Fy5DR8-gFacebook https://www.facebook.com/llogan.pilatesLinkedIn https://www.linkedin.com/in/lesley-logan/The OPC YouTube Channel https://www.youtube.com/@OnlinePilatesClasses Episode Transcript:Hilary Hartling 0:00  What you think about your brand and what you believe in for your brand is what your audience is going to reflect back to you. So that's why it's good to define the kind of brand you want to share, what do you want it to be known for, and then really understand how to mirror your audience.Lesley Logan 0:16  Welcome to the Be It Till You See It podcast where we talk about taking messy action, knowing that perfect is boring. I'm Lesley Logan, Pilates instructor and fitness business coach. I've trained thousands of people around the world and the number one thing I see stopping people from achieving anything is self-doubt. My friends, action brings clarity and it's the antidote to fear. Each week, my guest will bring bold, executable, intrinsic and targeted steps that you can use to put yourself first and Be It Till You See It. It's a practice, not a perfect. Let's get started.Lesley Logan 0:59  Okay, Be It babe. This, this is the podcast for your business that you always needed. So I know a lot of you are trying to start a thing. You have a thing and you get stuck. You get stuck, you get in your own way. And my guest today, the reason why I freaking love her is that she is brilliant beyond brilliant when it comes to the strategies and ways to communicate who you are and what you do, but she also has this equal way of being energetic and like who you are and affirmative and meditative. And so I really love her, because sometimes I feel like the business world can just feel extremely masculine, and it's a lot of like, do, do, do, do, do, and just like, spit this out and do this thing. And she is very much like, what's on your heart and who's, what's on their heart, and how do we actually connect those? So she is the one and only Hilary Hartling. She is amazing. If you've been listening to podcasts for over three years, you heard an episode from her already. I promise you, this is another amazing episode. So even if this is the second time you're listening to her, you, your mind will be blown. I adore her and you're gonna want to do the meditation that she has. I totally know it. I'm downloading it. So here she is, Hilary Hartling. Lesley Logan 2:15  All right, Be It babe. It's been a while since we've had today's epic guest, but I honestly look for any time that I can be in this woman's amazing spaces, because she's wonderful. She's amazing. She is a rock star in so many ways, and she's gonna blow your mind when it comes to branding. So Hilary Hartling, can you tell everyone who you are and what you rock at?Hilary Hartling 2:36  Oh my gosh. What a welcome. Thank you, Lesley. And yes, I'm happy to be on Be It Till You See It again, but I'm a brand and messaging strategist for the modern entrepreneur, everyone who is mission-driven, passion-fueled, and is excited about attracting the right fit clients to their business with the right positioning, messaging and offers. So that's what I do for entrepreneurs. Lesley Logan 3:00  Yeah and you do it so well, and you do it in a way that doesn't feel like cookie-cutter or not authentic. Like, I think when people think branding, you know, we talked about this the last time you were on, they think colors, logo.Hilary Hartling 3:13  It's true a lot of times. People, well, people just aren't, they don't have to know everything about marketing and branding, right? Like, that's why, you know, I exist as a branding expert. It's like they don't, they need to be educated about what's included, what's involved in branding your business, and the most out there thing for people to see first might be a logo, might be colors, or might even be like a tagline, right? So, but there's so much more that goes into it, and I do, I try to really infuse, find out from each individual business owner, whether it be like I'm doing a group program with my course, or I'm doing one on one, I always want to find out what the vision is for that business owner so we can translate that into a unique brand for them. Even if I'm working with a ton of photographers, right? They're all photographers. They're all going to have a very individual, unique brand, because that's the point of creating a brand. So it stands out.Lesley Logan 4:07  Yeah. And I think like, like when I think about being it till you see it, I feel like, the way you talk about branding, the way that you see it, it's almost, it is almost be it till you see it with your brand, because you're kind of figuring out, like, how do I want people to feel? How do I want them to, to, what do I want their experience to be, and the business that I'm creating that they haven't yet had, yet? Hilary Hartling 4:33  Yeah, I feel like my whole business as a brand and messaging strategist is I'm helping these business owners, be it, their brands be it so that they can articulate their most authentic selves, step into their personal power, build a brand that really, truly resonates with their ideal audience. So and it comes from my belief, too, that I think every brand has an energy to it, and every business owner has an energy. And that is what radiates out when you focus on harnessing that energy. That's when you captivate your audience. Lesley Logan 5:06  Yeah. And I so, okay, before we get like, ahead of ourselves, how did you get into this? In case people haven't listened like, I don't know, my God, three years ago, let's remind everyone your amazing journey. Hilary Hartling 5:18  Yeah. I mean, I really started my, the bulk of my career in corporate for a Fortune 50 company that a lot of people have heard of. It was at Disney. I worked for 15 years at Disney as an integrated marketing and synergy executive, but within that role, everything in my role at Disney sort of led me to what I'm doing now for entrepreneurs, it's really this idea of understanding a brand and what it takes to not only be consistent, but to continually inspire your audience, create fans, and keep them coming back for more. So anything that you could learn from like the Disney brand, you can apply that to your own small business. That's what's really cool. Lesley Logan 5:58  I mean, I think it's so true, because it's like, first of all, you know, getting the first customer is the hardest part. Like, getting someone to trust you enough to spend dollars with you is so difficult, but then you've got to also keep them coming back for more. And sometimes people get so obsessed with just continue to get new customers versus, like, inspire their current clients to still participate in the brand. I want to go into the energy a bit more, because I feel like people don't think of it like that. They think this is my business. These are my goals. This is what I'm here to do. And they don't take in to account their energy. And so how did you figure that out? What was that experience like when you discovered it's an energy? Hilary Hartling 6:41  Yeah, I mean, I've always been into energy, so there's that. But honestly, like, I call it the reciprocal energy flow, right? It's like the energy you put out is what you get back, and that leads to all the things, right? What you think about your brand, and what you believe in for your brand is what your audience is going to reflect back to you. So that's why it's good to define the kind of brand you want to share, what do you want it to be known for, and then really understand how to mirror your audience, right, so that you are understanding what they need, and you're meeting them where they're at, but that you don't, as a business owner, because sometimes, you know, it's up, up and down with, with businesses and entrepreneurship. We know this, but when you find yourself in that rut, how do you pull yourself out of it? Because that rut can lead to more rut if your negative energy is being put out there. So it's, it's like energy, to me, is everything, because energy is the feeling. Energy is the experience. You can't captivate or enchant or delight your audience unless you know what's going to make them perk up and pay attention, what's going to hit them in their heart center, right? Like, really tugging on those heartstrings. Like, if you watch Super Bowl commercials, like, I wasn't actually overly impressed this year, but.Lesley Logan 7:59  I skipped them. I figured the best ones would come forward. Hilary Hartling 8:02  The one, the ones that always get me is like the Clydesdales for Budweiser. And this year, it was like this little baby Clydesdale who was jealous of like the big, full grown ones who got to carry the cart with all of the Budweiser kegs. But there was a keg that fell off the back, and he's like, I'm gonna do it. And he jumped the fence and he rolled that sucker all the way to the destination. Was like, I did it. And it was like, it's just so cute and so fun. But anyways, anything that could tug on your heartstrings, that's an energy. You're deciding the energy you want to create with your brand, with your audience, and it's the energy that's going to pull people in, right? That's what's becoming magnetic for your audience. It's all about the energy. Like, like, I think everything is, but you won't find yourself in your flow unless you've decided to define what you want that energy to be for your brands. Lesley Logan 8:54  Yes and I love you highlighted, like, if you're in a rut, and that's energy you're putting out there, that's not really, that's just going to lead to more ruts, because, like, the attraction, how many of the clients do you really want that are also attracted to a rut?Hilary Hartling 9:09  Like, if you're going around saying every single day, like, well, this just isn't working for me, right? Well, then you're going to attract people who doesn't think your service works for them, and so they're not going to buy it.Lesley Logan 9:18  Right and then, and then it becomes a self-fulfilling prophecy, because that's what you're surrounding with. Hilary Hartling 9:23  Yes. Lesley Logan 9:24  Oh my God, this is, I'm obsessed. Okay, so first of all, I think the other thing that I want to highlight what you said is like the energy that they want to feel, what's going to tug on their heartstrings, I find a lot of people, as they're trying to create what they want to be their brand, or maybe they're in it, I find they get really stuck on, what do the people want? What do the people need? I actually think that they know. I think deep down, they know. I think they're a little scared to admit it, because then what if they're wrong? Or, like, what if they now that they know, what do they do with this information? But how do we figure out, like, what's pulling on the heartstrings? Is it like a series of questions we ask, is it something about ourselves? Is it what our brand is doing? Because most people, they focus on here's my process. You book this call, then I do this with you, and then you buy this thing, and it's like that, that's great. You need a journey. But that's not what people are buying. They don't want the journey.Hilary Hartling 10:13  That's, I mean, it's, it's really, it is what Simon Sinek says. People don't buy what you do. They buy why you do it. The why becomes your brand story. The why becomes the why of your clients, too. It's focusing on, I've said this so many times with you and your audience, right? It's focusing on the benefits first, right? Not just the features or the process. That'll come, but the benefits, that's the thing that's like, what do you really, really want, right? And I I've done this comparison before, like, when I think back to my Disney days, I remember walking into these huge marketing meetings to kick off a new film that we're going to be working on. It's usually like a year out from release. And I remember, like, here's one example. We had the slew of sports movies for a long time. You know, Remember the Titans, and Miracle, and we walk into the one about The Rookie, which is Dennis Quaid, and he's the oldest baseball player to make the majors, and we sit down at the table, and it's a big joke at this time, because we've done so many movies, and they're like, okay, it's not a baseball movie. I'm like, okay, right? It's not. We have to remember this. It's not a baseball movie, no, it's a movie about second chances and never giving up on your dreams. Okay? It's not about the thing. It's about why people would care. Okay, that's what you need to focus on for your branding.Lesley Logan 11:35  Yeah, I love this. It's almost like you can't use what you do as part of the definition. Hilary Hartling 11:40  Right. That gets you, that gets you so far is like you have to be clear in your branding, right? A super big believer, and you need to clearly state what you do and who it's for, but that's just a positioning. That's not the inspirational part, that's not the why, that's not the what they take away from it. You have to think about the whole idea of what is keeping your ideal client up at night that they're so worried about that they're not getting right with that thing you can help with, and go from there. And a lot of times it does, it does help to start from a pain point, because if you just tell them the beautiful, amazing end result, they're not going to believe it, unless you relate with them on why they're struggling right now.Lesley Logan 12:20  Yeah, yeah, yeah. And that means you have to be vulnerable. Hilary Hartling 12:25  Yes, yes. You know, there's, there's something, you know, I'm in the midst right now, I'm updating and evolving my course called Brand Polish Academy, and one thing I'm going to add that I'm very excited about is some AI prompts for people, because once you know your brand strategy, you can put that into chatGPT and it can spit you out so many amazing ideas for your brand. You have to make sure they're in your voice. You don't want to take anything just as it comes out as it spits out, but you can figure out so much once you know your brand strategy, you can plug that in to say, I'm training you to be my brand voice and my messaging and understanding my ideal clients. And I know these are their pain points, so keep all of that in mind when you tell me X, Y or Z, right? Lesley Logan 13:12  Yes. I mean, I love that you're going to add that in because it is such a thing. My team has actually built the Lesley bot, which is like, it's trained on 10 million of my words. So, like, people can literally ask, ask at any Pilates business question. It literally it's, first of all, she's uplifting. She validates you, she repeats what you said, she points out what's really great. And then she gives you things, and then questions. And people are like, I don't want to use it. And I'm like, I'm going to tell you right now. I'm amazed at what she is putting out. She spits out way more than I can. I couldn't do it as fast as she can, you know, and she's trained on me, so it's all my stuff. But also they've used, you know, the chatGPT and things that are out there to be like, okay, here's some written work by her. Here is who we're talking to. Here's what this is. And now we need to tell people about X, Y and Z, and then doing it. Like, first of all, I had some, some things like, like I didn't even tell them we're doing this because they heard me one time say, I'm never going to let you do that. I love to write, because I do. I love to write, but I will say they finally showed it to me, and it's kind of amazing, because it gets out sometimes we get in our own head, and especially talk about the rut and the energy. If your energy is nervous or scared or this has to work, and if it doesn't work, I'm like, my business is failing. That energy is not going to help you write and tug on the heartstring. It's actually in the way. And so you almost need to use.Hilary Hartling 14:30  The extra help, a little helping hand. I agree. And by the way, let's back up a second, everything you just said that you preface like, you know it knows this about me and this about, all of that that you just said, that it knows that you had to put in there to explain, to create this bot, that's your brand strategy. That's part of your brand strategy. It's knowing enough about your brand to be able to explain it to someone, whether it's an AI tool or it's someone you're hiring for your business, or it's someone on your team, it's the only way you can create and present a consistent brand. And honestly, consistency is one of the pieces that creates the magic for your brand, because I promise you, not everybody out there is being consistent. And when you can be, you show up for people in a whole new light. Lesley Logan 15:16  Yes, yes. And I mean, consistency is so hard in general, let's just take your branding out of it, just being consistent with your morning routines or consistent in your life, it's not easy, but it is actually proven that when you are consistent with anything, you actually get what you want out of it. Hilary Hartling 15:32  It's so true. I don't know why it's so hard. It just is. I mean, even with the Pilates practice, right? Lesley Logan 15:37  Yeah. Oh yeah. I mean, people are like, I'm gonna come once a week, I'm like, that, that's great. You can never miss, and if you never miss, that is consistent. But, you know, more would be better. You know, like that would be consistent. But I think, like, people have a hard time with that. And so if people do what you say, and they're, and they're focused on the energy, and they're pulling the heartstrings, and they're being consistent, what is a reasonable timeline for them to know if it's working, what are the KPIs that they're using? Because it can't, to me, it can't be vanity metrics all the time. It can't just be like, oh, I got this many likes. Because if you're new to getting followers, you're not going to get a million likes on things like, you're just no, no one's going viral like that anymore, you know, unless it's like some dog video that's, you know, pushing, like, you know. So how do you do that because that, you got to keep the energy up and the belief up. So what do you think? Hilary Hartling 16:24  I mean, honestly, the biggest KPI is, are you booking clients? I mean, that's the biggest one, right? But also, you can look at things like, if you're creating a funnel, right, and you're introducing or inviting people into your brand, what's that first stop? What's that entry level thing? What's that free resource or lead magnet or low ticket offer. Are people buying that because you showing up saying, hey, I know you need this right now. So let me tell you how to do that for either this, only this much money, teeny bit, or let me give this to you for free, because I know this is on your mind right now. And if I relax your mind and you can make your shoulders go down about this whole topic, and you get some quick wins because I gave you this thing, then you're going to be more apt to come and find out more from me, from that brand, right? And so I think that is a very good tool, like, if your freebie is flying off the shelf, right? Whatever it might be off the digital shelf, even, then, that's a very good indicator. Now, there might be other things to tweak along the way, if then that's not converting into clients, but you always have the opportunity to, I think, first connect with your audience on a level that they care about. Because here's the other thing, you are the expert in what you do, right? But you could get caught up in your expertise and not necessarily say it the way your ideal client is going to understand right now, right? A lot of my ideal clients, they don't know that brand strategy is the solution. They don't even know that, right? And so you have to speak to them in the way they're talking about it, saying, like, gosh, I feel like my messaging is all over the place, or I don't really know how to talk about my business in a way that the right people get it. Like, what do I do about that? So some might think I need to hire a copywriter that could be a solve but a lot of times, people just haven't figured out the base foundation, solid brand strategy that leads to all the aligned messaging, aligned offers positioning that makes you stand out. And so it's a lot of education on my part too, right? It's like people just like we started at the beginning, people sometimes just think it's colors and logo. And it is not.Lesley Logan 18:38  Yeah. I appreciate you bringing, remind us like you have to know your business so well that you are an expert at what you do, or at least for who you help, you know, and you have to treat yourself as such, but also then you have to talk to people who aren't, not understanding that expertise. And it's really, really hard. An example is like a lot of Pilates teachers that I work with, they're like, I just want to teach advanced clients. I want to teach athletes, because they don'tknow how to move their body. And I'm like, so the journey of the people you'll work with don't know how to move their body, and so you can do that. And if you have connections to the NFL or the NBA in your town, by all means, go right ahead. They all need someone. But the reality is, is the most of us have to teach the public and the public in your area. And so there are people in your area who could become an advanced mover who don't know how to move their body yet. And so you cannot talk to them like people who move their body because they don't know that. They don't know that that's a solution to their problem. They don't that's the thing that's going to make them feel good. They don't know that that's the thing that will make them feel confident. And so people do talk in the wrong way, and then they go, no one's listening. And. Hilary Hartling 19:43  Yeah, I have a funny double-edged sword with my brand, where people love the fact that I have worked for Disney, and that grounds me as an expert in what I do, because I worked for a brand like that, but then that can also lead people to think, well, I can't approach her. Right? And so a lot about my brand is being very friendly and approachable and welcoming and inviting to see like I just did this, just a one week freebie last week, where I offered my list, and I think I did it maybe on Instagram, too. I said, just for a week, submit a question. I'm going to record a video response, just one branding question that you would like an answer to, and I will do a video response for you. And so I was recording video responses all week long. And people are like, how are you giving this away for free? I'm like, well, number one, it shows me exactly what my audience is thinking. So back to your point of like, how do you tug their heartstrings? It's knowing where they're at right now. And so every once in a while, getting in touch and doing a temperature check and asking, what's the thing that you would really like some help with right now? And all the questions were so, so different. Lesley Logan 20:51  Yeah. Also, brilliant everyone. You should steal that as a thing you can do is, you know, be like a freak you because you do find out what are they thinking about. You know.  Hilary Hartling 21:02  Yeah. That was my whole point. It's like market research, but also it's me connecting with my audience, too. Yeah. So when you stay in touch and you actually form these real relationships, maybe they're not going to book your service right now, but they're going to remember that, and they're going to come back when they really, really need your help.Lesley Logan 21:19  Yeah and that's the other hard part, right, of being a brand that is consistent, it's you have to be consistent, you have to make sure that they understand what you're there for, and stay top of mind, so when they're ready to pull the trigger they remember you.Hilary Hartling 21:33  Yeah. I mean, there are also other tactics, right? You can try to make them see that they need it now versus later. There's other things to do, but still, like, you still might get the, oh, this has been so fantastic. Let me go off and try this, or let me do this and I'll come back, you know, when I'm ready, or if I need, you know. So you'll never know where someone's at, but, and I've had people who I had a call with, you know, six months prior, and they come back and they're like, boom, I'm ready. Here's my money. Let's go. This is the time, right? Like, you just never know.Lesley Logan 22:04  Yeah, no, it's very true. And I think, like, thank you for sharing that, because we've had the same thing. You know, I worked in retail. I worked in high end accessories, and so of course, there'd be the people who came up, and obviously we made sales throughout the day that would be affordable prices on like, you know, $50 gifts, $100 gifts, like, that kind of a thing. But, you know, we really had to sell like, a $2,000 ring every once in a while, ideally every week. And there'll be people who will just come in and go, can I try that on? Oh, my God, I love this. And I would be like, oh, have you seen it before, because they're like about to buy, like, no, it's first time and I just really love it. And they'll just buy it. And there's other people who come and look at it for six months, and they're looking at it and they're putting it on, okay, and my birthday is in six months, and then they come back and they get it. And so it's like everyone is a little bit different, even in a brand that you're trying to attract. And so, you know, the patience that it takes, but also the belief in what you do. Do you have tools that you use to remind yourself why you do what you do? You know what I mean? Because, I'm like, people doesn't even like getting ruts and like, there are bad days. There's days where I'm like, is anyone listening, even though I have tons of evidence that we're doing a great job. There's just some days where you're just, I'm just getting hit over the head and getting a lot of rejection, so. Hilary Hartling 23:14  Well, that's just human, that's just human, and that's just the cyclical nature of business as well. But I think for me, it's always coming back to trusting my intuition and trusting myself, right, which is hard for some people, right? And it's, it's keeping the belief so, whether it be brand affirmations, right, just like you might do abundance affirmations or anything, it's, it's talking to yourself, in a way, and especially if you're having those negative thoughts, it's just like pulling those negative thoughts to the forefront, noticing them and reframing them so that you're not like stopping your energy flow like we were talking about earlier. But I always use intuition as sort of my own compass, and I think when you give yourself room and space to just listen, because there's so many times, especially with branding, where you're looking externally for the answers in terms of, I'm looking at this brand, of this competitor in my industry, and oh my gosh, why can't I come across that way? Or you're just looking for answers elsewhere, when a lot of times, if you just ask and you receive the guidance internally, in fact, you know what I just, I just created this week that your audience might love, is I created, for the first time, a meditation for my audience. It's a brand vision guided meditation. Lesley Logan 24:32  Yes, we're in, we want. Hilary Hartling 24:34  Yeah, anytime, so it's whether you're starting from scratch or you're an established business. It helps you with clarity. It helps you kind of step away from overthinking about your brand, so you're coming out of your head and into your heart, which is what we want from your brand, we want to be in the heart space, it helps you, like, envision the essence of your brand, how it feels, who it attracts, what makes it unique. But also, like giving you some clarity on your deeper purpose and that message you want to share. So I go through all seven chakras for your brand. In the meditation. It's a 20 minute meditation, and you just come away with whatever downloads you get. But you can do it as many times as you want, right? You might get something new every time. Lesley Logan 25:17  Oh, my God, we must link this. And this is amazing. Yes, I want that. And then also, I mean, I feel you need to do some brand affirmation cards. Like, I feel like you needed anything like a deck in you.Hilary Hartling 25:28  Yeah, well, you know what's funny is I used to do it when I like, I've gone back and forth on how I've done my online course. Sometimes I run it as a group program. And when I do that, I would put these brand affirmations. It's just like posts in our community Facebook group all the time. So I'm like, I should aggregate all those, because it's, it is, it's very helpful. And then it even, like clues you into a little bit of what you could focus on today for your brand kind of thing. Lesley Logan 25:52  Yes, I love that. I mean, my goodness, that could be its own lead magnet, or you could actually sell them as a deck you could draw. And it's like, this is what, you know, I just, I like a deck of any kind. Hilary Hartling 26:02  I do too. Lesley Logan 26:03  I just find them to be so fun. I don't even know what half the things mean. Currently, I drew a card from a deck, and it's a porcupine with lightning bolts and stars. And I'm like, unclear what I'm supposed to get from that, but I'm just gonna say you can, like, it have little things that can prick people, and you can be magical at the same time. I don't know what that card means, but, like.Hilary Hartling 26:20  Well, I would immediately look up the spiritual meaning of a porcupine. Lesley Logan 26:23  Okay, well, thank you for that tip. Yeah. It takes, as you, we've mentioned a couple times, it's the constant belief in yourself. You almost have to have a good healthy dose of narcissism, if there could be any kind of healthy narcissism, to remember that you're amazing. And since we are, most of us who are listening to this are not narcissists, you wouldn't be being it until you see it if you just think you are. So congratulations, you're not, if you're listening to this. But I think having some sort of reminder of who you are, why you do it, what you do, like we need those things for those bad days. Hilary Hartling 26:56  We do. We do. It's amazing because I even remember back to my first brand clarity in-person workshop that I did. And I I just found the workbook the other day, and I opened it up, and the first page, I actually put the song, I Believe, from The Wiz, which was the song that my theater company would sing every night before we went on to perform so that I believe in you, right? That's the main message of the whole song. But, like, it's a whole thing. But I put all the lyrics in there because I was like, this is so true. If you don't believe in your brand, why would someone else? Why would someone else? And you're putting your brand out into the world, and you're not like, asking people to love it, you're serving people. You're saying, I have this knowledge or expertise or product, whatever kind of business you have, and I know this helps you do this. It's worked for me. It's worked so for so many others. It can help you, too. If this is what you're struggling with, here it is, right? You never think about if you're in the grocery store. You don't yell at the grocery store because they're trying to upsell you at checkout with gum and candy. You're like, I might want some today, okay. Right? People sell to you all the time. You're on tons of email lists you don't even realize because you wanted the 20% off. Right? Like, it's, it's all sales. It's all business. People are used to that. People are used to you asking, people asking for the sale, because they would never imagine that if they expect value in return, that they wouldn't give you that reciprocal energy back, right? Lesley Logan 28:37  Yeah, I love that. You pointed out we don't get the grocery store. We just, like, we end up buying the stuff half the time. You know, we're and one of my old coaches, she was joking, she did this little, like, fitness challenge, and there was an add on that you could, like, it's called the bump everyone. There's a bump of the cart that you could add that on. And then they got to check out. I was like, well, here's a one time offer. And so she's like, okay, I'm gonna add that to cart. And then it's like, oh, well, if you got this, here's this other one time offer. And she got that, and at the end, she's like, I just want to pay like, I went from a $17 thing to paying you $217. I still wasn't angry about it. She was laughing. Because the reality is is, if you know exactly what your client wants, then first of all, you get to sell it to them, and you're not a manipulative asshole, because what you're giving them is what they wanted. It's going to solve the problem that they have, and you are the expert who can do that, and they get what they need. Otherwise someone else is going to sell them something shitty that you know because they didn't hear about you. They didn't hear that you existed. They don't hear what you have. And so you kind of owe it to them to not let the competitor who's not as good as you getting into their headspace. Hilary Hartling 29:43  That's so right, and that's where consistency comes into right? It's like your competitor might be, you know, 10 steps behind you, but they're selling out because they're showing up. So don't let the lack of that, I've been seeing all these Instagram accounts lately for like the introvert business, where you don't show your face, right? So it's all these Instagram feed posts where it's just like the backs of people's heads and or just like quotes and things, and that is like going gangbusters for whatever reason. I'm sure they're tapping into heartstrings all over the place, right? But it's just so interesting, because here's the thing, there's so many ways to do it. What you have to start with every time is understanding your business, your brand, so that no matter what strategy you want to employ for marketing or copywriting or website design, whatever it is, that it still feels like your brand for your audience, yeah.  Lesley Logan 30:37  And I think that's so key, like one of the things when we coach Pilates instructors, we're like, okay, who are you helping? Why do you want to help these people? How do you help them? I mean, there are people who don't sign up for our program because they can't get past that question. I just need more clients. I'm like, I'm going to tell you right now, there are 17 clients outside for you. You could get probably half of them if you can articulate how you can help them so you don't even have to care about it. You could just, if you could just articulate how you can help them, if that's how they want to be helped, they'll buy from you. You're holding yourself back by getting stuck and making it complicated. And it is complicated, but also, I think it's about being honest with ourselves. Why am I doing this? And you know, and I think some people might even feel maybe it's not enough to just want to help those people. Like, I feel like there's this pressure that we're all putting on these brands, and so we don't get these ideas off. I wanted to have you on, because I know we have so many listeners who are business owners or want to be business owners, and they do not get their business to the next step. Year after year, they're stuck in the same place because they won't just sit and answer those questions about that you've talked about in different ways that will help them identify so that they can be consistent. Hilary Hartling 31:45  Yeah. And the thing is, too is, like, it doesn't have to be perfect. I say this a lot too. It's like, don't wait for perfection, because it can't be perfect unless you put it out there to get feedback from your actual ideal clients, right? You can't tweak it unless, like, you've seen what resonates with them most. So you can't be scared to start either like it doesn't have to be perfect to start. You just have to be able to articulate some things about your business, what you do, who it's for, the benefit that they can take away from working with you, and maybe how you're different from other people in your industry. Lesley Logan 32:19  Yeah, I love that, because also, I find when people ask me what Pilates is I have a succinct answer, and I have teachers going, oh my God, I just love the way you describe it. I'm like, do you think that's how it came up the first time? No, it didn't. It was like, a fucking paragraph. And I was like, well, I gotta shorten that. You watch people's eyes glaze over, or, like, they start to look around the room, and you're like, I've lost them. That's, you know, I've got to figure out, like, how do I succinctly say who it is what I do and how I do it, so that if this person is interested, they stick around, and if they're not, neither of us are wasting our time. But to your point, you got to get something out there and try it out and say it out loud and get the feedback. Where people go, oh, it's like yoga, and it's like, oh, okay, I didn't explain it very well, because I explained it like yoga, so like that, you know. Hilary Hartling 32:59  Yeah, then you can perfect, that's, that's where the perfecting, meaning, the tweaking comes in, so that they understand even so you're more clear, and you can then make it more compelling for them as well.Lesley Logan 33:11  Okay, so I love you, and I just, I, you make, I mean, we've done so much greatness, because you make you want to, like, dig into my branding all the time. I'm just like, okay, let me. Hilary Hartling 33:20  It's so fun. Lesley Logan 33:21  Yeah, it's just really fun. What are you most excited about right now? Do you ever wonder, like, has everyone figured out branding? Are you? So what are you most excited about right now? And you say that the world needs you more than ever. What's going on the branding world? Hilary Hartling 33:32  I do think it's been shown over the last few years how valuable it is to not just run a business, but to build a brand, because it's brands that people fall in love with, follow, want to keep coming back to, and that's what you want to have a long lasting business. It means that you've articulated what you care about. Maybe there's shared values involved. People today really care about who they're buying from and consuming from, and so they want to know that you're someone that they trust and that you have some of the same beliefs or hopes or dreams. It matters, and your brand strategy expresses that about your brand. I just heard someone the other day mistakenly say something about, oh, I'm eating Ben and Jerry's, but I don't really like what they believe. I was like, wait, wait, have you actually gone to their website to see all the amazingness that they do for the social causes for their, and they went, and they're like, oh, they didn't know that. They had heard something and then mistakenly thought, oh, but I really shouldn't be eating Ben and Jerry I was like, no, no, no, no, no. Anyways. Lesley Logan 34:43  Everyone, keep eating the Ben and Jerry's. They're, they're, you know, saving the world. Hilary Hartling 34:47  Keep, keep eating the Ben and Jerry's. Yeah, no, I think branding is more necessary than ever. And I will say this too, because I do have clients who come back to me again and again. So there's, you know, one phase of brand strategy. Which is developing your entire brand strategy, and then it's coming back as you're evolving and growing. So I just had a husband and wife couple come back, and I've worked with their two brands separately, and now they're kind of combining into one, and they wanted to come up with who is our niche audience now, because we feel like we've spread ourselves a little too thin. What are our offers? Because we want to be known for the offers we're creating, and we want a signature one too. So that's what I did with them. We said, here's exactly who your audience is, and now because of that, we know exactly what they need. And here is the first thing they need, here's what it's called, here's how we're positioning it, here's how we're pricing it. Here's the promise for what they get. And we did that with three different offers, and they launched within 30 days and made $45,000. So because they got so clear that they understood exactly how to sell it.Lesley Logan 35:52  Yeah, can you just say it's almost like you're like, speeding up the process, you know, and it can feel like you're slowing down to take some time to go through this and get the clarity, but also then it just speeds up the process. Because once you're so clear, people know that you're for them or that you're not. Hilary Hartling 36:07  That's right. Lesley Logan 36:07  You know, I heard from another Hilary, who's a dear friend of mine, that, if you've hated in the human design. So right now, like, obviously, if you're into astrology, we're now, you know, in Aquarius and all that stuff, and that's its own unique energy about people. But if you believe in human design, we've been in the generator type of person for a really long time, which is very capitalistic. It's very like, you know. Hilary Hartling 36:28  I'm a generator. Lesley Logan 36:29  Yeah, I'm a generator, too. And I was like, I don't think it's a bad thing. I think we kick ass. But anyways. Hilary Hartling 36:33  No, we work hard. Lesley Logan 36:34  We work hard, we do things. But apparently, like, we're going into a projector type world. And I was interested in that, because one projector that I know, I felt like they just project their shit onto you, and so she's, she's a projector, and she doesn't do that. She actually is able to zero in and like, oh, this is what you're telling me, this is what I'm seeing, and hones it in really well. But what she said is, in a projector world, it becomes not individualistic in that we don't help people. We're not in a community, but that individual brands, individual businesses, are going to be the thing that people are focusing on, wanting to spend their time on. We're seeing this right now as people are like, oh, I'm not. I'm boycotting these brands over here because they don't represent my values. And so then finding smaller businesses who do. And so just the way you just talked about things. And this whole conversation where the world is turning, now more than ever, is the opportunity for all of us to shine, to not be in the shadows of these big brands who are making things either super cheap or were super for the masses, but for like, your individual thing, your idea, can actually work and, and we talked about this in the first episode. You all have to go back and listen to it, but even if you don't have a business, you have a brand, because how people think about you, what they feel when they're with you, all of that stuff is in there. And so I just really adore how you make branding feel like it's like sexy and I want to do it. Hilary Hartling 37:55  I actually think brand, I mean, I'm biased, but I do think branding is sexy, and it's you getting to really choose, right? It's your choice. It's your brand. What do you want to build? What? What do you want to leave your mark as? Right? That it's and it's not just mark as a logo. It's the legacy, it's the impression, it's what lasts, you know, forever. I mean, there's all different kinds of examples of branding and brands and stuff, but what's cool about it is it's meant to be different. So you get to decide how you want to be different and make sure that that's what resonates with your audience. Because it's not all about you either, right? It comes from you. It starts with you. You're defining it, you're shaping it, but you're shaping it for your audience. And so being really clear on that as well, because you said there's so many people who get stuck and stopped there, which is why, why there's been 500,000 ideal client worksheets and, right, identify your target audience and it seems like, okay, I know that, but when people really get down to it, they need to redefine it every time for themselves to say, like, no, this is really who I know I serve. It's just like the two clients who came back to me, you know, they served so many different kinds of people, but they decided, no, who we serve best are coaches, and that's what they went with, right, and being so specific helps the brand become more relevant, more resonant and more compelling for people to understand it, get it and buy it. Yeah.Lesley Logan 39:25  Yeah, oh my gosh. Okay, Hilary, well, you know, another amazing conversation with you. We're gonna take a brief break, even though I could talk to you forever and find out where people can find you, follow you, meditate with you. Where do you hang out, Hilary? Where is this meditation? Where can they, like, you know, work with you? Hilary Hartling 39:44  I would say two places. First, my website. So it's hilaryhartling.com H-I-L-A-R-Y-H-A-R-T-L-I-N-G dot com. If you go to the announcement bar on my home page, you click and you download the free meditation. The other places I'm always hanging out is Instagram, and it's the same. It's @HilaryHartling, no spaces, no dots, no nothing. And the meditation is also linked in my bio on Instagram, so you can go grab it for free right now. Lesley Logan 40:11  I think that's beautiful, as are you. Thank you so much. Before I let you go, you've given us a lot to think about, but bold, executable, intrinsic or targeted steps people can take to be it till they see it. What do you have for us?Hilary Hartling 40:23  Figure out what excites you and follow it. So when you can wake up excited, you are in your flow. When you're in your flow, you not only attract what you want, but you become a magnet for the best people, opportunities and growth. Lesley Logan 40:38  Yeah, yes. Oh my God, that's so succinct and so wonderful and absolutely useful in everything. Ah, guys, how are you gonna use these tips in your life? Share this with a friend who wants to start something. Share this with a friend who has a business. You, you, this could literally be the conversation they need to hear to actually reach the people they want to reach. And Daniel Pink said, if what you do solves a person's problem and takes them out of pain, you have a moral obligation to sell it to them, moral obligation, and the only way that they can hear about you is if you, if you've gone through the things that Hilary is talking about. And so, let her help you. And until next time, Be It Till You See It. Lesley Logan 41:15  That's all I got for this episode of the Be It Till You See It Podcast. One thing that would help both myself and future listeners is for you to rate the show and leave a review and follow or subscribe for free wherever you listen to your podcast. Also, make sure to introduce yourself over at the Be It Pod on Instagram. I would love to know more about you. Share this episode with whoever you think needs to hear it. Help us and others Be It Till You See It. Have an awesome day. Be It Till You See It is a production of The Bloom Podcast Network. If you want to leave us a message or a question that we might read on another episode, you can text us at +1-310-905-5534 or send a DM on Instagram @BeItPod.Brad Crowell 41:58  It's written, filmed, and recorded by your host, Lesley Logan, and me, Brad Crowell.Lesley Logan 42:03  It is transcribed, produced and edited by the epic team at Disenyo.co.Brad Crowell 42:07  Our theme music is by Ali at Apex Production Music and our branding by designer and artist, Gianfranco Cioffi.Lesley Logan 42:14  Special thanks to Melissa Solomon for creating our visuals.Brad Crowell 42:17  Also to Angelina Herico for adding all of our content to our website. And finally to Meridith Root for keeping us all on point and on time.Support this podcast at — https://redcircle.com/be-it-till-you-see-it/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Your Brand Amplified©
Inside The Everyday Leader: Drew Norton's Blueprint for Authentic Leadership

Your Brand Amplified©

Play Episode Listen Later May 20, 2025 33:59


Drew Norton is reshaping the way business owners and professionals think about sales—positioning it not as a high-pressure transaction, but as a noble form of leadership and meaningful communication. With over a decade of experience leading diverse sales teams, Drew's journey from discomfort around the "sales" label to becoming a confident, values-driven coach illustrates his belief that sales is ultimately about helping people make empowered decisions. His coaching approach blends strategy with empathy, showing how sales skills can transform not only businesses but personal relationships and self-confidence. Through his work with small-to-medium business owners, Drew helps clients uncover limiting beliefs around selling, replacing outdated tactics with ethical, customer-centered techniques. His signature offering, the Sales Archetype Questionnaire, enables individuals to discover their unique selling style, while his broader philosophy encourages a balance between work, fulfillment, and personal well-being. Drew's leadership platform, The Everyday Leader, is a space for growth-minded professionals to explore leadership principles that go far beyond profit margins—emphasizing personal development, clarity, and lasting influence. If you want to connect with Drew and get some help: Book an Intro CallDrew's resources: How to combine the power of numbers (KPI) and people in businessLearn more: www.theeverydayleader.co We're happy you're here! Like the pod?Visit our website!For the accessible version of the podcast, go to our Ziotag gallery.

The meez Podcast
Fred Castellucci on Building Restaurant Success Through Family, Innovation, and Action

The meez Podcast

Play Episode Listen Later May 20, 2025 61:55


#98.Fred Castellucci, CEO of Castellucci Hospitality Group, joins Josh on The meez Podcast to share the extraordinary journey from his family's modest beginnings to building one of the most celebrated restaurant groups in Atlanta.In this episode, Fred opens up about growing up in his father's restaurant, the devastating loss that led his family to start over in Georgia, and how those early challenges shaped his approach to leadership and hospitality. He shares lessons from turning around failing locations, building unique concepts like Iberian Pig and Mujo, and creating lasting impact in local dining scenes one guest at a time.Josh dives into the world of restaurant entrepreneurship as Fred reveals how a delicate balance of passion, innovation, and family dynamics became the foundation of his success. He discusses how Japanese cultural influences transformed his culinary perspective, why guest satisfaction is the company's most important KPI, and how creating memorable experiences is key to customer loyalty.Fred also offers candid insight into the complexities of scaling operations without losing quality or identity. He shares practical strategies for leading through uncertainty—especially during the pandemic—and explains why decisive action, structured creativity, and honest feedback loops are essential to long-term growth.Links and resources

Hiring and Empowering Solutions
Episode #307: Elevating Every Team Member's Role with KPIs

Hiring and Empowering Solutions

Play Episode Listen Later May 20, 2025 13:19


In this episode, Molly breaks down how law firms can use KPIs to drive clarity, growth, and accountability across every position—from COOs to VAs. She explores how integrating job descriptions, time templates, and gamification into KPI frameworks helps firms identify revenue opportunities, improve client retention, and build incentive-based compensation structures. This training emphasizes progress over perfection, encouraging law firms to evolve and align every team member with measurable success.   Key Takeaways:   Role-Specific KPIs: Tailoring KPIs to individual job descriptions and responsibilities aids in personal and professional development. Mindset Shift: Treating all team members, including virtual assistants and part-time staff, with equal consideration enhances firm-wide performance. Continuous Improvement: Regular reviews and strategic retreats are crucial for evolving KPIs, ensuring they remain relevant and aligned with firm objectives. Motivation Through Gamification: Introducing competitive and engaging ways to achieve KPIs encourages a proactive approach to meeting firm goals.   Quote for the Show: "Your KPIs should never ever be a one and done. It will be forever and ever evolving." - Molly McGrath   Links: Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk   Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/VrAnk93UOUU

The Silicon Valley Podcast
Inside the PE Playbook: Post-Acquisition Strategy with John Bisack

The Silicon Valley Podcast

Play Episode Listen Later May 19, 2025 35:35


In this episode, Shawn sits down with John Bisack, an experienced operational strategist and advisor who specializes in helping private equity-backed companies navigate the critical post-acquisition phase. With a background in transforming businesses for profitability, growth, and long-term scalability, John brings deep insights into what it really takes to deliver on the promises of a private equity deal—beyond the closing table. Disclaimer: The content in this episode is for informational purposes only and does not constitute financial, investment, or legal advice. Always consult with qualified professionals before making business decisions.

Dental Drills Bits
Scoreboard Success: 10 Front Desk KPIs That Drive Production

Dental Drills Bits

Play Episode Listen Later May 19, 2025 38:51


We're diving into a topic that separates struggling practices from high-performing ones—your front desk metrics. Dana and Sandy break down the most important KPIs your admin team should be tracking daily, weekly, and monthly. Spoiler alert: if you're not measuring it, you can't manage it! Whether you're brand new to tracking stats or need a refresh to re-energize your team, this episode gives you simple, actionable ways to bring structure and accountability to your schedule, collections, and patient flow. You'll learn how to: ✅ Track leading and lagging indicators ✅ Set realistic goals that don't overwhelm your team ✅ Empower employees to “own” their numbers ✅ Reduce cancellations and no-shows ✅ Create a consistent system for growth—without expensive software

Therapy For Your Money
Episode 180: Don't Freak Out: Smart Money Moves in a Shaky Economy

Therapy For Your Money

Play Episode Listen Later May 16, 2025 26:11


Smart Money Moves for Therapists in a Shaky EconomyFeeling nervous about the economy? You're not alone—and you're not powerless. In this episode, Julie Herres welcomes financial planner David Frank back to the show for a calming and practical conversation about what therapists can do when things feel financially unstable.You'll learn why panic doesn't serve your practice—and what to do instead. Whether you're watching the market dip, worried about Medicare or Medicaid cuts, or just feeling the pressure of team payroll, this episode is packed with tools and reassurance.Why listen:Understand what market volatility really means.Learn how to protect your business from revenue concentration risks.Get proactive steps to ease anxiety and make grounded decisions.Show Highlights:01:45 – Why anxiety is rising and what's really happening in the market03:00 – Zooming out: what history tells us about bear markets and recovery05:00 – Julie's “set it and forget it” investing strategy08:00 – Dollar-cost averaging explained—and why it works09:30 – How to think like a CEO if you rely on Medicaid/Medicare10:40 – Revenue concentration risk: what it is, and why it matters11:30 – Using “fear-setting” to prepare without panicking14:00 – The value of securing a line of credit before you need it20:00 – The difference between tracking for action vs. emotional reassurance22:00 – How missing a few big days in the market can hurt long-term returns23:00 – Julie's closing reminderClosing Thought: “If you're feeling unsure, that's okay. You don't have to hustle harder, but you can plan smarter. You've got this—and I'm cheering you on.”Links and ResourcesTurning Point HQ – David Frank's Financial Planning Services https://turningpointhq.com/Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation StudioGet our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

The Boardroom Buzz Pest Control Podcast
From Wall Street to Water-Damage Warrior: How John Majeski Scaled Four SERVPRO Franchises—and Aims to Top the Northeast by 2034

The Boardroom Buzz Pest Control Podcast

Play Episode Listen Later May 15, 2025 43:13


Lifeguard buddies turned blue-collar founders Jason & Jeremy Julio reconnect with longtime friend John Majeski—once a Manhattan finance analyst, now the force behind four thriving SERVPRO franchises across New Jersey. John breaks down the gritty first three-year slog, the culture playbook that powers his team, and the BHAG that keeps everyone rowing: “Be the #1 SERVPRO in the Northeast by 2034. You'll hear: Career 180° – ditching Wall Street for sewage back-flows and never once looking back.Buying, Not Building – why acquiring an eight-month-old franchise beat starting from scratch.The ‘World's Strongest Man' Analogy – John's trick for pushing past those brutal year-one cash-flow dips.Decentralized Command – Jocko Willink–inspired leadership that lets techs solve problems in real time.KPIs That Matter – estimate-conversion, labor spend, and the charity challenges that magnetize talent.Road to #1 – four territories in Monmouth, Bergen & Hudson Counties—and the expansion filter he uses before every new deal. Stick around for Dylan's quick CTA to Paul Giannamore's Private-Equity Masterclass playlist—before you sprint, paddle, or pedal to your own big, hairy, audacious goal. From PE Teachers to Pest Control Owners: The Julio Twins Share Their POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps (podcast.co-ready) 00:00 – Cold-open: John on culture (“You've got a culture whether you admit it or not.”) 00:35 – The Blue-Collar Twins' welcome their “lifeguard brother” to the Buzz 01:40 – 28-year friendship recap: beach stands to boardrooms 02:30 – Finance burnout & the call to entrepreneurship 04:00 – Picking SERVPRO over Rainbow & PuroClean: brand power wins 06:00 – Mentor Larry Levy's push: “Quit, build something of your own” 08:00 – Year-one reality check: 7-day weeks, $1.5 k left in the bank 11:00 – Acquiring an eight-month-old franchise (father bails sons out) 12:00 – Fire, water, mold 101—explaining restoration to homeowners 14:00 – Delegation pains and the first full-time hires 15:30 – Sandy & other storms: moments that forced scale-ups 16:10 – Learning on the fly: history major → KPI geek 18:30 – Athletics → entrepreneurship: training, planning, grit 21:00 – Community marketing: beach clean-ups, charity paddles, Eli Manning match 22:45 – Extreme-challenge rundown: 17-mile paddle, 216-mile bike, next 100-mile ultra 27:00 – Four-franchise footprint; city-versus-suburb logistics 29:30 – Building culture: decentralized command & trust lattices 33:40 – BHAG revealed: #1 SERVPRO Northeast by 2034 38:00 – Exit philosophy: build it right and every option stays open 39:00 – Most fulfilling metric: techs who go from basement to first home 40:30 – Core KPIs: estimate conversion & labor as % of sales 41:40 – Wrap-up, Paul's Masterclass CTA & closing credits

Dental A Team w/ Kiera Dent and Dr. Mark Costes
#993: Dialing In Dentistry: A Recap of the 2025 DAT Summit

Dental A Team w/ Kiera Dent and Dr. Mark Costes

Play Episode Listen Later May 14, 2025 29:08


Kiera and Tiff share highlights from the Dental A-Team Summit — the best one yet! They touch on communication, the life cycle of a business, keeping teams energized, and more. Mark your calendars for the Dental A-Team Summit 2026! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript:  Kiera Dent (00:00) Hello, Dental A Team listeners, this is Kiera and ⁓ gosh, today's a great day. I have the one and only Spiffy Tiffy on the podcast. I feel like we're going back to like OG status here, Tiff. Like it's been a while. Welcome to the podcast. How are you?   Tiffanie (00:14) I'm good. Thank you. Luckily, Shelbi snuck a time in here for us. I mean, gosh, we've got a birthday podcast. We've got this coming up. Like we've got all kinds of stuff in the works, but I'll see you in a gear in a year. Right? That's all we get.   Kiera Dent (00:26) I know, right? See ya! See you next   May. I'll see ya. No, I love it because honestly, you and I host, we podcast, you take a lot with the consultants and so ⁓ I selfishly put you in on my day of podcasting because I miss, I miss our OG days. I miss ⁓ us hanging out. I mean, I did take us on a hike and podcast. Like that was really going back in style. Supposedly the video works. If you guys saw it, give us a thumbs up. ⁓   We were both very awkwardly uncomfortable sitting up there, but it was awesome. And the things like this, got sunburned. So that was funny when we were up there, all the pieces, but it was a good time. And I felt like this back to our original roots, Tiff. Sometimes I think we need to remember where we came from and how we got here. So, I mean, I was just talking to Shelbi and Kristy and told them about our Venmo days and how you stayed with me through all these years. If you don't know the Venmo story,   Tiffanie (00:57) There were so many courts.   I agree.   Here I am.   Kiera Dent (01:22) When Tip first started, I paid her via Venmo and Venmo has maxes if you didn't know that. Tip was a 10.99, so I paid her via Venmo. I would not recommend this. And why Tiffanie stayed with me, I don't know because the Venmo would max and I'd have to text her and be like, hey, so it's maxed out. Give me like two days. It wasn't that I didn't have money. It's just that Venmo would max. So Tip, I don't know. Like how did you feel like that wasn't a shady business? That's question number one and then we'll get into our real topic today.   Tiffanie (01:31) Thank you.   have no idea. Honestly, I don't have an answer for that. I truly just don't. I just trusted and I mean, by early on, it was like the first two months of working together and you didn't have employees yet. So I guess in the back of my mind, I was like, we're just creating the systems, like we're figuring it out. And worst case scenario, like I always, I always have a backup plan and I was still in my office. So it was like, that's fine. We're figuring this out. We're going to see how it works. And here we are almost eight years later.   Kiera Dent (01:51) Ha   you   You are.   It's incredible. Nope. Definitely not Venmo. And it was funny because I was thinking back to like startup businesses and I did a podcast with someone else and we were talking about like, I think you forget when you like go to open your second location or your third of like, ⁓ yeah. Like we had to scrap it that hard when we first started. So Tiff, thanks for, thanks for being an OG, which stands for original gangster, not oldie, but goodie, but it's okay. If you want to do Kiera's style, I had to ask Tiff.   Tiffanie (02:18) Not Venmo-ing.   Kiera Dent (02:44) a things in my life. had to educate me on a few and that was one of them. was like, Tiff, does OG stand for? And here we are. So, Tiff, I figured with you and I on the podcast today, I thought it'd be really fun. You and I just in person did our fifth summit. Can you believe five summits? Like Tiff.   Tiffanie (02:49) Luckily I'm all filtered.   No, when we had,   actually saw it on social media, on our social media. It said like, our fifth summit is coming. And I was like, oh my gosh, is that true? Like, you sent the postage on our Instagram and that's how I knew. So no, I can't believe that it was our fifth summit. It blew my mind when I saw that.   Kiera Dent (03:09) you   Yeah, it was well and there was a point in time where I debated if I wanted to keep doing summits. And the only reason that I actually went through is because we started the summits. Our first one was in 2021. And I knew I would be able to remember how many we had done because 2021 is one, two is two, and I was like, we got to keep this up. Otherwise, I'm going to really get off count. So that's why I know it's the fifth because it's 2025.   ⁓ But I think honestly, Tiff, you and I, I wanted to give some highlights. If you missed it, you missed out and you should definitely mark your calendars for next year. I will say with wild confidence and Tiff, I think you would agree of all the summits that we have put on, ⁓ this was by far, think our best production that we've ever done. I think it was our best content. I think it was our best flow. And like the feedback that we got from this summit was off the charts, like shocking how good it was. That's my opinion. Next year, it's April 24th. So if you missed us,   Tiffanie (03:45) piece.   Kiera Dent (04:14) this year, mark your calendars right now, block it out. It is a Friday. We do it for a half a day. It is CE. So you're definitely going to want to block April 24th, 2026. That's coming to you guys. But Tiff, I felt it was our best and I've got some ideas and we want to give some recaps, but what were kind of your takes on the summit this year?   Tiffanie (04:30) Yeah, I think we just got it dialed in. We take feedback every time we do anything. Every time we consult a practice one-on-one, every time we group consult practices, webinars, like anything we do. So Summit, there's always been feedback requests. And I think we've done really well narrowing it down and figuring out what the biggest requests were. I think one of the major things that played to our advantage was really getting a ton of information in a short amount of time. I think,   crammed as much in, what do we do? Like four and a half hours as we have done in a day and a half. And we did really, really well. The presentation was clean. It was crisp. had a ton of engagement and honestly, we're still getting people scheduling the calls right now. ⁓ Today you've even done some during your podcasting day. I know just to make sure that everybody's gotten the resources that we had available. And I just think it was jam packed with a ton of information and   Kiera Dent (05:02) Yeah, four and a half.   Yeah. ⁓   Tiffanie (05:28) It stacks really, really well with the consulting that we do for our one-on-one clients and for our group consulting. It just honestly played right into how all of the consultants operate with all of our clients. So it was fantastic. I agree.   Kiera Dent (05:42) Yeah, I thought it and I agree with you. think it was, ⁓ I think we really dug into this extraordinary and something Tiff, you and I, this was Tiff's vision. So Kiera's vision was summit, Tiff's vision were these in-person like doctor, leadership, masterminds. And you have been pushing me for probably what? Like four five years to do this. Like it has been, we're at five years then. It's been a solid push. I remember the day this came about, I think you do too. were, ⁓   Tiffanie (05:59) Bye as long as we've been doing summit.   Kiera Dent (06:08) definitely team was on a budget back in the day. And I still think to this day, even not on a budget tip and I would still do this. We're sharing a hotel room and we were sitting there chatting late at night. And I remember Tiff, you're like, Kiera, I have this vision of these in-person events where we get all our doctors together and we do like life and we do business. And I was like, I see it. And then you're like, and I also think we should have a coffee shop. Like it was like both mixed into one. I think the coffee shop also threw me cause I'm like, how are we going to do all that?   Tiffanie (06:29) I'm   you   Kiera Dent (06:37) But we literally came to it, by the way, just highlighting, you're in the blue shirt, I'm in the pink shirt today. How perfect is that? If you guys don't know, this is another vision. Tiff and I aren't going to be 90, 90 plus year old grannies. We have the same birthday. I'm gonna be cotton candy pink, Tiff's gonna be cotton candy blue. So whenever we show up this way, it always makes me giggle just how in sync we always are. But back to our vision of these in-person that Tiff had, I think it played into our summit of we're really getting intentional of like,   Tiffanie (06:56) You can have steak.   Kiera Dent (07:06) life on purpose and business on purpose. And so this year's theme was ⁓ unlocking, gosh, was unlocking extraordinary leadership and profitability. And what we wanted to do is I get really annoyed as a CEO when I do CE and it just is coming to me as the owner to then take it back and rally TIF. And honestly, when I've tried to come back and rally the whole team, I just noticed there was this disconnect. And I think as a company, we've always had this vision of like, it's dental, it's doctors and team. Like, look at our name.   Dental A Team doctors and team, like it really flies together. And so being able to bring teams together and doctors together in your office, in your space, but teach you life skills and dental skills. And Tiff, know like when you go to offices, people tell you all the time, like how grateful they are. You teach them life through dentistry. Like walk me through why you do that, how you do it. I know it's just like who you are as your DNA, but I think that's why you have so much passion for what we do.   Tiffanie (08:00) Yeah, thank you. I appreciate that. I truly believe that ⁓ if I can create passion in someone for what they do for a living, that they'll stay lifelong. think that, I don't know. I don't know, Kara. I think, like you said, it's just naturally ingrained in me. It's just who I am. I take a lot of...   what I learn personally, and I duplicate that and I kind of like copy and paste it onto who I am as a as a team member and as an employee because I don't believe I hate the term work life balance. ⁓ I have like a Jars and crazy because I live one life I have one life and I have different spaces of life for sure. But if I 100 % show up differently in every space of life, I'm going to feel like I'm running ragged. So if I can look at   Kiera Dent (08:31) Ha ha!   Mm-hmm.   Tiffanie (08:48) relationships as just relationships. And then there's the stack of like, intimate versus friendship, like for sure, there's that deviation. But if I can treat every relationship with the same basics, and communication with the same basics, then I'm not confusing myself. I'm not trying to be something I'm not, and I'm not working harder. You know, I love easy, you know, I love   nothing more than defined efficiencies. And like, that's a major efficiency in my life is really being able to stack a belief that I have and then copy and paste it into work. So the way that I communicate with you is the same way that I communicate with my boyfriend, Aaron, or my son Brody. It just, I'm using different words ⁓ to get a different, to get a point across. So when I go into practices and I work with teams and I work with doctors, that's the kind of stuff that I leave them.   So when I'm speaking about how we can communicate, I'm also mixing in how those communication tools not only have helped our company and UNI's communication tenfold, but also   how it helps me and my personal relationships at home. So I constantly, I think if you polled all of my offices, I don't think there's anyone out there who doesn't know who Brody is. He secretly probably hates that. He gets hellos, gets birthday cards, all these things. But I utilize him as such an example for how we can show up for our families and for our kids using the same tools. And so when I walk away and teams are saying that, they're saying, my gosh, Tiff, like.   Kiera Dent (10:00) Mm.   Mm-hmm.   Tiffanie (10:17) I went home and I talked to my husband last night and I had the first real conversation that I've been able to have with him in forever because I listened, because I used the tools that you told me to use on patients. So the way that you're listening to a patient, the way that you're putting your ego aside and allowing your patient to be the most important.   person in the room, sometimes we have to put that aside and allow our spouse to be the most important person in the room for the time being and have a conversation instead of having a telling where we kind of just sit and we just talk at each other. We're not actually listening. We're not actively engaged and jumping to the assumptions, all those pieces. So I think that's how I do it. And then I want like mass scale of that because I can only hit so many, so many people one-on-one.   And I think that's something that you and I have envisioned for the company for a really long time. We know that there's a limit of how many teams and how many doctors each consultant can affect. So being able to take these pieces and these skills and these developments that do smash life and work together on a mass scale like summit or these in-person events that we're doing now for our doctors and our leaders was really something that I think spoke to both of us to be able to just   get the message out, get things changed on a mass scale.   Kiera Dent (11:32) Totally. And I think that that just ties right into our vision of Dental A Team is to positively impact the world of dentistry in the greatest way possible. And we do that through expert consulting for dentists and teams. And you're right. Like it's funny, we always run into these zones of like, we've hit the ceiling, we've hit the ceiling of where we are. So how do we like turn and pivot and give more? Because as you were saying that I might actually think that that's the secret sauce to Dental A Team. I think we focus on life and business. We focus on you as a human and we do it through dentistry and like dentistry is our vehicle.   What did I say the other day? said, ⁓ life is my passion, dentistry is my avenue. And so really, or our platform. So we're able to come and like help you have this amazing life. And that's, think what all the summit was about. Like it was literally, how do we do this? And so we walked the participants through like, what does extraordinary mean to you? And so if you attended the summit, hopefully this is a good like analysis and like, how did you do and how are you doing? And kudos to all those who joined our Dental A Team family. By far, this was our best year of welcoming new offices in. And I think it just spoke to like,   the flow that we were in and the mission that we're about. And we really brought in our Dental A Team Success model and we call it the Yes Model. So you can say yes to more things in your life, to whatever you want. And the Y stands for you as a person and the E stands for earnings and profitability. The S stands for systems and team development. And when you add those three components together, you get success with E's. And Tiff, I think the U part was probably my favorite and funniest part of the entire thing we went through. There are these little.   human beings that we draw and we like break up all the parts of our life and Tiff did one of the funniest things she's ever done in front of me. And we were we were looking at her like current life and how her time was split up. And she'd never done this exercise. I was so excited to do it with her in real life. And then Tiff tell about your ideal life and what ⁓ what we uncovered. So like, okay, let me just give the vigil. Basically, what the idea was, and you can try this is you take like a little image of you as a human and you break it apart and you you look to see   like in your day in and day out life, just like Tiff said, it's not, we're breaking apart, like you, your life and your work balance, but it was like, how are you spending your time, cut up on a human body? kind of like, like if you think about those cows and they have like the meat chunks, like drawn out of them, like here's the filet, here's the ribeye, like kind of like that, but on you of like, where's my work? Where's my family? Where's my friends? Where's my hobbies? Where's my working out? Like whatever's important to you and like how much of your physical body, like in a visual of your full life,   How much of that are we spending in different areas and what does it look like? Like it's a really awesome, if you didn't get to participate in it, it was real fun. And then what we do, and we had like two little, little images next to each other. And then on the other side, we said, okay, this is what you're doing currently and this is what real life looks like. What would your ideal life look like? Like, what would you want to spend? Like, where would you put this? And it's so fascinating because where people put things, it actually says a lot about them. Like what you put on the legs and what you put on the feet and what you put on the arms and what you put across your heart, what you put on your head. Like it really helps to identify things. But tip.   Go ahead, take this away as long as you're not embarrassed by it, because it was so freaking funny of how this shook out in real time.   Tiffanie (14:30) I mean, I've got   hundreds of people already, so why not just ramp it up? Now we've got thousands, I guess. That's fine. No, I never, nothing's, no, maybe some things are too far, I guess, but I'm an open book. So it was actually, it was really, really cool. And I had not done it yet. I've done other things similar to it. Even we have done similar things to it, but just really looking at   Kiera Dent (14:37) Why not? Here we go.   Tiffanie (14:56) I took it as like my vision of where I wanted my life to be. And then like, what is going to propel me there? Like what aspects of life and relationships, et cetera, will propel me to that vision? So kind of what we did in person in March. Yeah.   Kiera Dent (15:08) And kudos to you, Tiff, because that's what it's supposed to be. Like it's literally   helping you see like, okay, where am I spending it? And then where do I want to become? And the idea is to help you visualize your future, but also take it in as an identity of you to help you actually see how you yourself is that identity of the future vision. So huge kudos. Tiffanie got it. That was the idea behind it. That's why we put it in a human form for you. It kind of looks weird. Like they like these weird little doll. I don't know. Like they look weird. We still are trying to work on it.   Tiffanie (15:34) She likes to call them voodoo   dolls. They're funny.   Kiera Dent (15:36) Shush, don't   say that. That's really going dark, Tiff. Go on, go on. She's sharing all my secrets.   Tiffanie (15:41) you call them them. So maybe don't tell me those things because I'm an   open book apparently. So we did the first one and I was like, well, it was really good. It was enlightening. It was actually really cool. And afterwards, I keep thinking about like where things were in order with my chakras and all of that stuff that, you know, I'm obsessed with. So it really made a huge difference there. But I did my first one. And then what I did is I folded the paper. They're both on the same piece of paper. And I was like, I don't want my   Kiera Dent (15:48) Bye!   Mm-hmm.   Tiffanie (16:11) current layout to impact what I want my what I'm desiring. Right. So I folded in half so I couldn't see my current layout. Well, what that did was took away from my brain the pieces that I had on there. And I had everything on my future one on my what I want my ideal. I had everything duplicated on there just like different spaces except I forgot to put work on there.   So work got removed from my life. I don't know when this is happening, ⁓ but apparently, I don't know. I said, you know what, it's just because I don't have a work-life balance. I just have life and work is just integrated into every piece of my life because I enjoy it so much. So yeah, it was a really humorous event ⁓ during summit. know somebody said in one of the chats, what was it? Best resignation letter ever.   Kiera Dent (16:44) you   you   Yeah. Mm-hmm.   Mm-hmm. Exactly.   Tiffanie (17:07) I was like, my gosh, that's   hilarious. That's amazing. So it was, it was funny. think that, I think that I have this innate ability to think of my life as what I want it to be and work supports it. And whatever it is that I'm doing, I make sure that I'm passionate about the avenues that I'm taking. I think that's why I do include so much life because life   like coaching and those pieces have just helped me so much in my personal life. And so as I looked at it and as I thought back about it, I'm like, gosh, it's just that those are the pieces that are insanely important to me and work is insanely important to me. But work is what propels those pieces in a lot of ways for me. And so thinking about like the amount of time separated out, I think just didn't feel right. You know what I mean? On that one, but it was hilarious. It was a great moment. If you were there.   Kiera Dent (17:58) Mm hmm. It was really funny. It was really entertaining.   Tiffanie (18:03) Yeah, it was super interesting.   Kiera Dent (18:03) It was super entertaining. And it was it. But I think as you just said it, Tiff, and I didn't think about this at the time, I actually think it's awesome that your identity is not work. And I think that you as a human, like work is a part of it, life is a part of it. But work is not an identity piece of who you are. And I think that's been the case for so long. And I think for me, like work was such a huge identity piece for me that like we shifted it to where   it's not work and actually changed what I view about the company and now the company is my passion project. And so it gets lumped into my passions more so than it gets lumped into work. And it's even interesting the language. And so we really went through these pieces and it was awesome to go through and tip. Thanks for sharing that. And I just think like such a good visual. ⁓ it was funny because I was like, so tip, is this your resignation letter? Like on live screen and she's like, it's not, I promise. Like things are good.   ⁓ But it was, it was quite interesting. And then we also went through like the life cycle of a business. And I think that actually was so telling. We pulled that from Tony Robbins and like, where are you on the life cycle of a business as you as a human? And it's been interesting is when we've talked to people post summit, they've said that that helps them just so much to see like, my gosh, like me as a human, I may be further along, but my business is at like this toddler stage. And so I need to hire people that are more in this younger energetic space because I'm over here on the other side, or I need to like,   kick it up and have this, or maybe my team is on this further side where they're maybe closer to retirement, but me as a new owner, I'm actually not there. And I thought it was just such an interesting spot for them to see where they were. And then of course we dug into the earnings, the money. So we walked through them through like profitability and overhead calculator and your monthly cost expenses. And then how do you figure this out? And how do you become profitable? And ⁓ really helping them see how like your supplies and your costs and your overhead directly impact your profit. And then   a couple quick ways for you to actually watch this, and that's through a KPI scorecard, and then also giving you then the systems, and we purposely hit two systems within, like we had you assess 12 systems on a 12 monthly basis, so that way you can keep them as a cadence, but then really diving into a couple that will boost your profitability and help your patients, and that was through block scheduling and case acceptance. So just a really fun way, and then after that, we hit.   Some of my favorite parts and some parts that people really loved, like I thought it was interesting when we went through like enemies of efficiency and the delegation ladder and like, where are you at and how much are you delegating? So many people said like, my name was in all these tiers of the delegation ladder. And then we actually went through case studies, like what are, like looking at hundreds and thousands of practices, I loved this part so much Tiff and we brought to the table like, what are the characteristics of these extraordinary leaders?   for teams and for owners. And then what are the ones of the not so good? Like it is not hard when we walk into a practice, when we look at these leaders, we can usually see, are they going to be successful or are they not within very short amount of time and even talking to them on the phone. ⁓ And so being able to go through that. I think just like the way it all stacked of like looking at you as a person, looking at your business, looking how they combine together and not be separated. And then like, shoot enemies of efficiency delegation, like just so many nuggets. And if you missed it,   reach out. There might be some things that we could share with you guys, but I hope you put it your calendar because I think one people left there inspired and excited. I've had people like I saw an office right after and they said, Kiera, like what you guys put together was so helpful and so impactful. And like I was able to take things and have tactical and like people had their teams there and they're like you teaching my team to think about our practice as a business, but also as a patient centered focus and also as us as humans, like   Where do you get that in CE anywhere else? And Tiff, really truly think that that's the secret sauce of what we've tried to create and what we have created for all these practices. So that's kind of like my nutshell of like, love the case studies. I love sharing what people do. Like I loved going through leadership and like the good and the not so good. And we actually had people like put in there, like, what do think good leaders are? And what do you think bad leaders are? And like the not so influential ones. And to see, because there are truly patterns and to like figure out the pattern and DNA of these great practices so you can go model and mirror it.   I just think was like freaking magic to share with people because we see it. They don't necessarily get to see it day in and day out.   Tiffanie (22:12) Yeah, I totally agree. ⁓ I always tell my practices, my and my doctors, that my biggest goal is that the business works for them, not them working for the business. And I think the tools that we shared with them and the things that they could take home, the communication tools, the efficiency tools, all of those like, yes, models, everything that we sent them away with are easily, easily implemented, and will propel towards that goal where the business literally is supporting   your life and maybe, you know, right now today on your current little man, your little person, your, you know, work, your business might be a large portion of that human being. And it was for us for a long time because it had to be, it was a space that   We had to create that and we had to show up every day for the business so that eventually the business could show up for us. And I think we've gotten to the point now, both of us where this company and this business and the people that we have here with us on our side are supporting that vision and really things have started to shift. So on the life cycle of a business, like you might be in that stage where you are hungry to get your business running off the ground and you might be putting more in there than your future self wants. But guess what? If you know that vision, it's   super clear, you can make your business work for you so that you're not constantly working for your business and eventually it will turn   Kiera Dent (23:34) And I think it's just a to me that's like what gets us excited like I love giving people their life back I love like tiff as much as I give you a hard time about having work off of there That was not the case a year ago Like you were stressed out of your mind about work And I think it would have taken a huge chunk and I was stressed a year ago about work too like I think it was a huge portion of our time our mental energy and I think like you and I have both helped each other get our lives back. I think that we are happier humans now   And so we're living proof of it, but then also to give practices their lives back, to give teams their lives back to, like there's an office that I'm super excited we're working with. And they said like, I'm sober out. feel like, and like the whole leadership team, they're like, we're the ones who are here after hours. We're the ones that are here before. We're the ones who are like, just they're like exhausted. They're like ringing a rag out and then you squeeze it even more trying to get like the last two drops of life out of them. And I said,   What would it be like if I told you that if you got out of here every day at five o'clock, you're not allowed to stay later, you're not allowed to come in earlier. And at the end of that week, you'd be able to go on a trip to Cabo or wherever you want to go, pick your dream location, Hawaii, the Caribbean. I don't care. You choose your place. Or if you want like, I don't know, say 50,000 bucks or whatever it is, could you get out on time? And they were all like, yes. And I said, so A, we know it's possible and B,   that's getting your life back. So first homework assignment working with us is everyone's out the door by five, at least one day this week. And it's crazy because just small little changes that don't seem huge help people get their life back. And Tiff, it was just so magical to be with you and to be in person with you and to present and to give this. And I think that that's probably why we were both so excited from it. Like we, felt like we were in Taylor Swift. Let me just give a little Swiftie, like the lavender haze. I felt like we were in the Dental A Team haze after the summit of just the   Tiffanie (25:19) Thank   Kiera Dent (25:23) euphoria of knowing we were able to give people their life back, their teams getting energized, giving them hope and excitement. Again, not just about a practice, but about a life. So those are kind of my takeaways to have any last thoughts you have, because I loved it. I'm so grateful you were a part of it. ⁓ Ride or die, cotton candy pink and blue for life, like truly just being able to deliver our magic and to change lives and to bless them through dentistry, I think is something that we both... ⁓   I think I took for granted for a hot minute and realized like what a beautiful blessing it is in the way we're doing it now versus stringing ourselves up to dry, doing it so hard, now doing it through passion and ease and flow rather than through force and pull like we did in the past.   Tiffanie (26:04) I agree. Yeah, I totally agree. I did all of that. And I think having the team that we have behind us, the consultants who are here and they are so excited to help so many new clients this week, we have just seen such an influx of people ready to change their lives, ready to change what their business model looks like. And like you said, get their lives back. It's been just really incredible and watching our consulting team just rise to the occasion rally. I mean, we've got clients that just signed up this week that I've got Trish and Kristy and   Dana has already implemented tools. Dana has already within weeks found significant money issues and things going on that it's just really cool to be able to watch so many people outside of you and I be able to truly transform lives. And that's what that's what we're all about is really just creating the best for everyone that's involved.   Kiera Dent (26:57) Yeah, Div, I love it and I agree. Our consultants are second to none. And so if you missed out, you did miss out. And put it on your calendar for next year. I do believe that Dental A Team Summit is next to none. We just have so much fun. We bring fun to CE and we make it enjoyable and easy. But I hope you choose to join us next year for sure.   But if you're thinking like what we just talked about, you want to know more about, or you want some tips for it, or you want some of the resources that we share, reach out. Hello@TheDentalATeam.com. We'll happily like assess it with you and your practice. Like we have given so many tools out and so much help to all these practices, but I think truly giving you your life back, helping you help more patients and having more fun is what we're about. So Tip, thanks for being on the podcast. Thanks for doing Summit with me. ⁓ I enjoyed it and I just appreciate and adore you so much as a human and as a colleague, as a coworker, as a mentor, and just being in my life.   for who you are. So thanks for being here today. I super appreciate you.   Tiffanie (27:48) Thank you. Thank you for having me and supporting me through my journey.   Kiera Dent (27:52) And for all of you listening, thanks for listening and we'll catch you next time on the Dental A Team Podcast.

The Digital Agency Growth Podcast
How to Build an Agency Sales System That Won't Break Your Soul (or Inbox)

The Digital Agency Growth Podcast

Play Episode Listen Later May 14, 2025 22:04


What do you do when referrals dry up and the market gets shaky?In this solo episode, Dan Englander breaks down the key takeaways from his recent workshop: Implementing a Business Development System That Stands Up to Uncertainty.You'll learn:Why reactive sales keeps you stuck in volatilityHow to shift to a proactive system that builds momentumThe 3 mindset shifts every agency needs for consistent growthA practical KPI framework to build sales habits (not just reports)How to define your ICPs without overcomplicating thingsA smarter way to run referral campaigns—no awkward asksThis episode is packed with timeless strategies, no fluff—just actionable systems for growing your agency in unpredictable times. Want the complete Workshop?  including tools and slides.  Go here

Best Real Estate Investing Advice Ever
JF 3903: Using AI in Execution of Business Plans & Operations ft. Vanessa Alfaro, Bonny Wayman, and Rebecca Themelis

Best Real Estate Investing Advice Ever

Play Episode Listen Later May 12, 2025 47:54


On this episode of the Best Ever CRE Show, Joe Fairless interviews Vanessa Alfaro, Bonny Wayman, and Rebecca Themelis in part three of a three-part series on AI in multifamily real estate. This installment focuses on how operators are implementing AI in property operations such as leasing, maintenance, asset management, and investor reporting. Vanessa discusses creating AI agents and chatbots for asset analysis and KPI tracking, Rebecca explains how tools like MeetElise and Claude AI have accelerated leasing and quality checks, and Bonny shares how custom GPT bots are transforming her management of 50-unit properties. The panel emphasizes the accessibility of AI across portfolio sizes, the importance of training both humans and bots, and how embracing these tools early provides a major operational edge. Vanessa Alfaro Current role: Founder of Venus Capital & Lunax.ai Based in: Texas Say hi to them at: https://lunax.ai, https://venuspartners.com Bonny Wayman Current role: Asset Manager at Wild Oak Capital Based in: Colorado Say hi to them at: https://www.wildoakcapital.com/ or bonny@wildoakcapital.com Rebecca Themelis Current role: Real Estate Investor, Broker, and Contractor at Spot Properties Based in: California Say hi to them at: rebecca@spotproperties.net Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Try Huel with 15% OFF + Free Gift for New Customers today using my code bestever at https://huel.com/bestever. Fuel your best performance with Huel today! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices