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Quote: "I wanted to have something where people were interacting, not just with me. But that they also had a roadmap that they could follow so they didn't feel like they were just going down the YouTube rabbit holes." - Layla Pomper
Software & Tech
October 20, 2020
48
 MIN
Podcast

You can use no-code tools like ClickUp to streamline and automate your internal processes and enhance your communication with clients. You can also build digital products, help your students learn more effectively, and add to diversity your revenue streams. Layla is ALL IN with ClickUp.

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Quote: "Everything starts with me solving my own problems – making my life easier. This sets me up to make other people's lives easier." - Brittany Berger
Software & Tech
October 13, 2020
35
 MIN
Podcast

This week, we're talking about using no-code tools to actually build your own custom software products. My guest today is the queen of this. Brittany Berger is the founder of Work Brighter, a digital media company that helps productive unicorns go beyond working smarter to a version of pro

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Quote: "Systemizing has allowed us to rely less on expertise that is really hard to find and carve out the aspects of what we do that aren't really technical so that we can do a better job for our clients." – Jason Staats
Software & Tech
October 6, 2020
47
 MIN
Podcast

No-code or low-code tools–Jason and I are talking about the tools that have been built specifically to enable YOU, someone with no background or experience in building software, to build your own custom tools.

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Quote: "Podcast metrics are business metrics. The measure of the value of your show in your business is whether it's driving results for your business, whether it's putting money in your bank account, whether it's getting emails into your inbox, whether it's getting you sales calls." - Tara McMullin
Measuring Growth
September 29, 2020
62
 MIN
Podcast

I'm taking you behind the scenes to talk through how and why I decided to invest in starting this podcast, how it all works behind the scenes, and a look back a year into podcasting. To help me answer the question I'm talking with my friend Tara McMullin.

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Quote: "Social media is about partnerships. You want to continue to show up, stay top of mind, and build partnerships." - Andréa Jones
Money
September 22, 2020
32
 MIN
Podcast

I invited Andréa Jones—host of the Savvy Social podcast, creator of the Savvy Social School, and an expert at social media—to talk all about measuring the ROI on your investments even if there isn’t a straight line from investment to payoff.

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Title: "When Your Values & Opportunities Collide with Nancy Jane Smith & Bonnie Gillespie - Break the Ceiling: Episode 48"
Mindset
September 15, 2020
66
 MIN
Podcast

Today, I’m talking with two guests, Nancy Jane Smith and Bonnie Gillespie, about how you balance the financial health of your business against your values and what to do when they come in conflict.

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Quote: "I realized that I had created something that had the potential to scale. And how do I do that? I invested in lots of things that I believed I needed to scale the business." - Beryl Young
Money
September 8, 2020
41
 MIN
Podcast

We all have a process we go through when we're thinking through new investments in our business. Whether you're conscious of your process or not... it's there. Today we are talking with Beryl Young about how she goes about investing and how she arrived at her process.

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Quote: "When I think about investing in my business it's not about what I want to have happen in a week or two weeks. I'm always thinking about three to six months. It's always that longer term vision." - Michelle Mazur
Money
September 1, 2020
37
 MIN
Podcast

Michelle shares some of the significant investments she's made in her business that had a long payoff, her approach for evaluating investments in her business, and her view on the intangible, long-term benefits of those investments.

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Money
September 21, 2020
 MIN
Article

Cash flow and profitability are both important metrics used in business finance and especially in the world of accounting. They serve as great tools for measuring success and financial health and your accountant has probably talked about these before. If you’re confused, you’re not alone!

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Quote: "This time I went into hiring differently, giving myself plenty of time to really properly onboard and put people in the right places. This has set up a foundation where we can make moves considerably faster than in the past." - Emily Thompson
HR & Team
August 25, 2020
53
 MIN
Podcast

No stranger to making hard decisions and priming herself for growth, Emily Thompson talks about how hiring the right people for the right positions with the right mix of skills has made her business more efficient, more effective, and more profitable.

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Quote: "Because the tools are now able to do so much at every step of the way – even automating client communication – I feel like the project manager is the last role and I just don't feel the urgency as much anymore." - Melanie Richards
Software & Tech
August 18, 2020
43
 MIN
Podcast

Mel Richards shares with us how her choice of software has helped her scale her company, increase profits, and deliver better results for her clients.

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Quote: "Process allows us to do all that we said we would do and gives us the opportunity to intentionally inject those moments of delight for our clients." - Tamara Kemper
Operations
August 11, 2020
36
 MIN
Podcast

Tamara Kemper and I talk about how a rock-solid process allows you to deliver better service to your clients, onboard team members with ease, deliver projects and services more profitably, free up time for you and your team, and use software to automate tasks.

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Quote: "When you're making deep decisions, it can be so limiting. And yet you don't even know that you're not operating from a place of possibility in your business." - Ashley Gartland
Operations
August 4, 2020
59
 MIN
Podcast

Every part of your business is interconnected with other areas of your business and Ashley Gartland is back on the show to talk about how your default decisions impact this business ecosystem.

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Quote: "We've built such strong relationships with everyone that's in this membership. I really do see this program benefiting the business financially as well as helping us take our customers through the journey of continuing to expand and grow their businesses." - Katie Hunt
Client Management
July 28, 2020
39
 MIN
Podcast

Katie Hunt, founder of Proof to Product, helps product-based businesses create product lines, sell wholesale, and build stronger businesses. She has a podcast, courses, masterminds, coaching, conferences, and yes, a community.

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Quote: "I've realized that Scholar Shape can't be achieved through a DIY or static resource. It can only be achieved in a community space where people are interacting with each other and co-constructing it." - Margy Thomas
Client Management
July 21, 2020
40
 MIN
Podcast

Margy looked at her business and realized that 1:1 services was no longer the best delivery option for her clients and it wasn’t the business she wanted to be running. Creating the ScholarShape community was the natural evolution.

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Quote: "Really let what you're offering—and how you want to guide people through whatever service or product you have to offer—guide where that point of community really lies." - Sophie Bujold
Operations
July 14, 2020
45
 MIN
Podcast

Harnessing your IP isn't the ONLY way you could add additional revenue or build resilience into your business. Sophie Bujold has another option: building a community product around your business.

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row of plant seedlings
Measuring Growth
December 4, 2019
4
 MIN
Article

Bigger business isn’t always better — before you decide to scale, here are three things to consider.

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point of sale terminal with customer purchasing
Measuring Growth
December 4, 2019
3
 MIN
Article

Sales are a vanity metric - using them as a measure of the health of your business is a mistake. Find out what you SHOULD be paying attention to.

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HR & Team
December 4, 2019
4
 MIN
Article

As you think about how and when to grow your business, you come to the decision point that inevitably hits any growing business - HOW do I grow to support the influx of business? Do I outsource? Hire employees? Employ a team of freelancers? Or do I consciously choose not to grow?

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old macintosh computer
Software & Tech
December 4, 2019
5
 MIN
Article

What does SaaS actually mean, anyway? We break it down and tell you why it’s so much better than what we had before.

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Mindset
November 22, 2019
5
 MIN
Article

Change either makes your job easier to do, or it makes the business easier to operate. But it can be scary, stressful, and uncomfortable. The way you make change more comfortable and less scary is through change management.

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hand writing in notebook
Mindset
December 4, 2019
7
 MIN
Article

When the world is full of limitless possibilities, choosing just one thing seems virtually impossible. Having a process can create major efficiencies in your business, but also be creatively liberating.

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sand running through fingers. Loss of profits.
Operations
December 4, 2019
3
 MIN
Article

How to motivate yourself to become more productive with one simple change

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Money
December 4, 2019
 MIN
Article

Should you accept credit cards? Which ones? But the fees are so high! Find out the right way and the wrong way to accept credit cards in your business.

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Corkboard with post-it notes. Project management. Photo by Jo Szczepanska on Unsplash
Software & Tech
December 4, 2019
5
 MIN
Article

Most businesses start out with a free tool, like Asana or Trello. But at some point, those free tools probably won’t cut it and it’s time to transition to something more robust. When is the right time to start thinking about moving to a "real" project management system?

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american express credit card
Money
March 24, 2020
4
 MIN
Article

Wish you understood how payment processing actually worked? We break it down here

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Woman counting money. Photo by Sharon McCutcheon on Unsplash
Money
December 4, 2019
3
 MIN
Article

Cash is crucial - make sure you have some by getting paid. Here are 3 simple steps to make sure you do.

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Software & Tech
December 4, 2019
12
 MIN
Article

Doing an annual software review is the easiest way to find some free money… that ends up as just pure profit. Here’s a step-by-step guide to help you through the process.

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Strings of light intended to look like lines of computer code to signify automation
Operations
December 4, 2019
5
 MIN
Article

Not sure how to get started with automating your workflow? Start here with our how-to guide.

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Client Management
January 31, 2020
14
 MIN
Article

How to get rid of client meetings and deliver even MORE value

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robot looking at the screen
Software & Tech
July 2, 2020
3
 MIN
Article

Automation and AI aren't scary - they can make our lives easier.

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Operations
July 7, 2020
49
 MIN
Podcast

We're talking about how to build some more resilience into your business model by using work you've already done—your intellectual property—and turning it into another source of revenue for your business.

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Money
June 29, 2020
47
 MIN
Podcast

The importance of accounting, bookkeeping, and understanding your taxes – Luke Frye was the first accountant at Bench.co and has been helping entrepreneurs with their accounting and taxes for nearly a decade.

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Money
June 22, 2020
40
 MIN
Podcast

Priya Malani's goal is to change the way young professionals think about money by empowering them to get their financial sh*t together.

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Money
June 15, 2020
57
 MIN
Podcast

Jacquette and I talk about financial risks, resilience, and the relationship between the two.

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Mindset
June 8, 2020
42
 MIN
Podcast

Charlie and I tackle not just getting out of your own way but ALSO how to get out of your team's way and how the stage your business is in affects the roadblocks you'll run up against.

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Mindset
June 1, 2020
38
 MIN
Podcast

Jason Van Orden is a consultant, trainer, and strategist who helps thought leaders reach larger audiences. He's created multiple successful brands, launched over 60 online courses, taught more than 10,000 entrepreneurs, and has over 8 million podcast downloads.

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Mindset
May 25, 2020
36
 MIN
Podcast

Nicole's important work is in combining therapeutic processes with business coaching to help entrepreneurs build emotionally sustainable, and financially stable businesses.

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Money
May 18, 2020
52
 MIN
Podcast

We're talking money. Money blocks, money mindset, and how to avoid letting your own money stories determine the course of your business.

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Mindset
May 11, 2020
51
 MIN
Podcast

Eliminating all that stuff on the to-do list that doesn't really matter frees up space to breathe, to think and act strategically, and to get the hell out of your own way.

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Operations
May 4, 2020
35
 MIN
Podcast

With systems or technology or new team members usually directly stem from the owner. Their weaknesses have become the businesses weaknesses. And by identifying those weaknesses, we can put systems in place to specifically counteract their unique issues.

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HR & Team
April 27, 2020
47
 MIN
Podcast

Having project managers as a specific position on your team is a choice that can drive what your business looks like. It's a choice that can ultimately determine what your position as a founder looks like. Are you a manager of managers? Do you directly work with clients?

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Software & Tech
April 20, 2020
48
 MIN
Podcast

We're talking about why you would pick one particular software tool over another, the importance of making sure the software you pick works with your brain, and how to avoid sabotaging yourself with getting distracted by the latest shiny new tool.

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Operations
April 13, 2020
47
 MIN
Podcast

Hailey comes to each of her clients with a deep appreciation for who they are as individuals. With Hailey, client experience is built into every touchpoint. When I was thinking about doing an episode about project management vs client management, she was the first person I thought of.

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Money
April 6, 2020
34
 MIN
Podcast

Lauren and I chat about how the craziness around coronavirus has affected her events business. We talk about how that's impacting her cash flow and her approach to finances and how Lauren built some great financial processes into her business that are serving her well during this time.

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Measuring Growth
March 30, 2020
52
 MIN
Podcast

You don’t have to look like the other businesses in your industry to learn from them. Justin and I talk about how to apply software metrics to service businesses & how to identify the right opportunity at the right time.

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Measuring Growth
March 23, 2020
30
 MIN
Podcast

Maggie Patterson and I talk about all the different things she's tracking, how she tracks them, and how she's integrated what she learns into her growth strategy. We also talk about how she gets over the mental hurdle of “but, I don't wanna” and gets herself to actually track data.

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Mindset
March 16, 2020
37
 MIN
Podcast

I talk with Kathleen Shannon about how to approach data when you identify as more of a creative person and less as someone with a data-first mindset.

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Measuring Growth
March 9, 2020
36
 MIN
Podcast

Karyn Kelbaugh is a squishy data specialist - we talk about how actively collecting your clients’ perspectives helps paint a more accurate picture of what's really going on with your business and how to integrate that perspective in a meaningful way

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Measuring Growth
March 2, 2020
34
 MIN
Podcast

Rob Howard has one simple metric for measuring the financial health of his business: profit per hour per client. Tracking that metric has changed how I evaluated and measured my own business and has become something I incorporate into my clients’ businesses as well.

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Measuring Growth
February 24, 2020
41
 MIN
Podcast

Rita & I talk about the downstream effects of your pricing choices. We look at how it affects your sales process, your proposal process, your profit, your cash flow and, yep, even the other software you might choose to use in your business.

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Money
February 17, 2020
42
 MIN
Podcast

Practice Ignition is a tool I use in my own business, and with most of my clients because it makes onboarding a client and accepting payments so easy. Jaime has been using Practice Ignition for the last few years at Tier One. We talk the good, the bad and what we wish PI would improve.

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Money
February 10, 2020
35
 MIN
Podcast

Getting paid by clients is the #1 most important part of the workflow in a service business. If you don’t get paid, eventually, you won’t have a business. But how you go about getting paid – now that’s where some magic can really happen.

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Operations
February 3, 2020
53
 MIN
Podcast

Dana Kaye and I talk about how she went about making that transition from an hourly pricing model to a value-based model. We talk about how the change affected every area of her business and the impact that thinking about the administrative costs of pricing your services can have on yours.

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Operations
January 27, 2020
44
 MIN
Podcast

Greg Hickman realized that the systems he developed behind-the-scenes to streamline and productize his own service were actually much more valuable if he transformed them into a system that he could actually train his clients on.

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Operations
January 20, 2020
43
 MIN
Podcast

I talked with Parker about how he and his business partner at Evolved Finance buck convention and deliver their monthly bookkeeping service without having regularly scheduled calls.

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Mindset
January 13, 2020
48
 MIN
Podcast

I talked with Ashley Gartland and Nancy Jane Smith about how they use Voxer to communicate with their clients. Primarily a voice messaging app, Voxer allows them to replace both email and in-person meetings, helping them save time and streamline the way their clients receive value.

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Mindset
January 7, 2020
37
 MIN
Podcast

I talk with business coach Ashley Gartland and marketing & operations project manager Hailey Thomas about their different approaches to delivering intensive-style offerings.

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Operations
December 31, 2019
36
 MIN
Podcast

Jake Jorgovan focuses on productizing his service delivery so he can operate efficiently at scale. These productized services are built on solid processes, procedures, and standardized systems behind the scenes.

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Money
December 24, 2019
32
 MIN
Podcast

Lacey Sites uses a revenue-sharing pricing structure that allows her to scale her one-on-one coaching business without adding more clients all while still dramatically growing her profits.

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Operations
December 17, 2019
58
 MIN
Podcast

The crux of the proposal process is reducing your sales time. Rob has developed a system that allows him to give accurate quotes on the initial call and send out proposals within 15 minutes of getting off that call.

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Mindset
December 10, 2019
33
 MIN
Podcast

In this episode, I talk with Brittany Berger about establishing boundaries in her business so she can ensure that she has the capacity needed to help her clients go beyond just working smarter to a better version of productivity.

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Operations
December 3, 2019
37
 MIN
Podcast

Michelle Warner and I talk about how we both use opting-out as a tool to help our clients become more profitable and efficient.

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Operations
November 19, 2019
14
 MIN
Podcast

Sometimes it's easier and simpler to just opt out, choose NOT to do the thing and default to the simplest solution.

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Software & Tech
November 5, 2019
39
 MIN
Podcast

Susan and Tara talk about why and when you should review your software tools, and how you can really use software to help automate your operations and address some operational capacity issues.

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Operations
October 22, 2019
44
 MIN
Podcast

Want to see what can really happen when you make very conscious choices about how to run your business? Check out this episode with Pia Silva. We talk about pricing, increasing your value and about skipping all the stuff that you don’t HAVE to do.

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Measuring Growth
October 7, 2019
38
 MIN
Podcast

When do you cross the chasm from experimentation entrepreneur mode to a business model that's designed to grow, and how do you not drive yourself crazy along the way?

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Mindset
September 26, 2019
54
 MIN
Podcast

There’s the business you COULD run, and there’s the business you SHOULD run. How do you know when you’re just in “the dip”, or when you’re running a business that’s never going to be the business that you want to run and it’s time to do something else?

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Operations
September 10, 2019
53
 MIN
Podcast

Tara and Susan dig into why the default decisions you make at the beginning of your small business may actually be limiting your ability to grow, and why not every framework or management tool works the same for each business.

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🎧 Listen to Break The Ceiling

The only podcast where we talk about what really hinders growth and dig into unconventional strategies to help you break through your growth ceilings.