The Power of Conversion Optimization and Data-Driven Marketing

by Dwayne GuevarraWorkergenix Mastermind PodcastPosted on No Comments

The Power of Conversion Optimization and Data-Driven Marketing

In today’s competitive business landscape, standing out isn’t just about having a great product or service. It’s about creating a seamless customer journey that converts prospects into loyal customers. This is exactly what Scott Zetlan, founder of VisiOpt, specializes in. With over two decades of experience in digital marketing, Scott has transformed businesses by optimizing their customer experiences and marketing strategies.

If you’re an entrepreneur or business owner looking to grow, here’s everything you need to know about the game-changing insights Scott shared on the podcast.

What is Conversion Optimization and Why Does It Matter?

Imagine spending thousands of dollars on ads, only to lose potential customers the moment they land on your website. Conversion optimization fixes this by fine-tuning your landing pages and sales funnels to ensure visitors take the desired action, whether it’s making a purchase, signing up for a service, or booking a call.

Scott explains that 70–80% of your marketing success depends on what happens after someone clicks on your ad. It’s not just about running ads; it’s about what happens when they reach your page. If your landing page isn’t optimized, you’re likely leaving significant revenue on the table.

The Data-Driven Approach to Marketing

At the core of Scott’s philosophy is data. He emphasizes the importance of testing variables, like headlines, images, call-to-action buttons, and page layouts, to identify what works best for your audience. According to Scott, everything on your page either helps or hurts your conversions.

With tools like VisiOpt, businesses can run thousands of split tests simultaneously and identify the best-performing combinations without requiring additional traffic. This isn’t just about optimizing for conversions; it’s about increasing your average order value (AOV) and reducing your cost per acquisition (CPA).

For example, Scott shared a story about a client whose ads required multiple touchpoints—up to five clicks—before customers made a purchase. By analyzing the customer journey, they identified critical ads and optimized them, leading to improved results across the board.

Avoid These Common Mistakes

Scott highlights several mistakes businesses make:

  1. Assuming Your Page is Fully Optimized: Even high-performing pages often have room for improvement. Brands spending significant budgets on ads often see conversion increases of 30% to 418% after optimization.
  2. Cluster Testing Without Isolating Variables: Making multiple changes at once can confuse results. Instead, isolate variables to identify what’s working and what’s not.
  3. Focusing Solely on Opt-Ins or Leads: A high opt-in rate doesn’t always translate to revenue. Always track performance throughout the entire funnel, from the first click to the final purchase.

The Importance of Continuous Testing

Testing isn’t a one-time event; it’s an ongoing process. The market evolves, customer behavior shifts, and ad algorithms change. Scott uses the concept of “Kaizen,” or continuous improvement, to explain why testing should be part of every business’s long-term strategy.

For smaller businesses with limited budgets, Scott recommends starting small. Even if your ad spend is only $1,000 a month, the insights gained from testing can help you scale more effectively.

How VisiOpt Makes Testing Easier

Traditional testing can be overwhelming, but VisiOpt simplifies the process. It allows you to run tests without coding or complex analytics. The platform identifies winning combinations—whether it’s a headline, hero image, or call-to-action—and shows which variables are driving results.

VisiOpt also tracks performance across the entire funnel, providing insights into what’s working on desktop versus mobile and how each element impacts overall revenue.

Why Businesses Struggle with Ad Consistency

One of the biggest challenges businesses face is maintaining consistent ad performance. Scott explains that this often isn’t the fault of ad platforms like Facebook or Google. Instead, it’s a result of poorly optimized landing pages that don’t resonate with broader audiences.

By focusing on the creative elements of your ads and optimizing the customer journey, you can build campaigns that perform consistently, even as algorithms and competition evolve.

Applying Optimization Across Different Business Models

Whether you’re selling physical products, digital courses, or services, conversion optimization applies across all business models. Scott shared examples of optimizing free lead magnets, like guides, to ensure that not only are you generating leads but also converting the right leads into paying customers.

Tracking data to the end of the funnel—whether it’s a booked call, a subscription, or a high-ticket sale—is crucial to understanding what’s truly working.

Practical Takeaways for Your Business

Scott’s insights boil down to a few actionable steps for any business owner:

  1. Start Testing Now: Even with a small budget, testing your landing pages and ad creatives can yield significant insights.
  2. Focus on the Full Funnel: Don’t stop at lead generation. Track performance all the way to the sale.
  3. Leverage Tools Like VisiOpt: Simplify your optimization process with tools that make testing accessible and actionable.
  4. Embrace Continuous Improvement: Testing is not a one-and-done effort. Commit to ongoing optimization to stay ahead of the competition.

Special Offer from Scott Zetlan

If you’re ready to take your marketing and conversion optimization to the next level, Scott Zetlan is offering a free 30-minute Conversion Optimization Audit for podcast listeners. This personalized session will help you identify key areas of improvement for your business.

Scott’s approach is a game-changer for any business looking to grow. Whether you’re a small startup or an established company, focusing on your customer journey, landing pages, and data-driven marketing can unlock new levels of success.

Listen to the full podcast episode with Scott, available now:

🎧 Spotify

🎧 Apple Podcast

Are you ready to optimize and grow? Start testing today and watch your business thrive.

Schedule a free discovery call!

Join our newsletter for the latest VA strategies and insights straight to your inbox every week!

Transcript

Harley Green:
Welcome back, everyone! Today, we have a special guest, Scott Zetlan, founder of VisiOpt, a company revolutionizing how businesses optimize customer experiences, marketing, and sales. Scott, it’s an honor to have you on the show. How are you?

Scott Zetlan:
I’m doing fantastic, Harley. Thanks so much for having me.

Harley Green:
It’s a pleasure! VisiOpt is known as a digital marketing powerhouse with over two decades of experience in media buying, conversion rate optimization, and analytics. Can you share more about your journey and how VisiOpt came to be?

Scott Zetlan:
Absolutely! I’ve been in the marketing space for over 20 years, which makes me feel a bit old! Early in my career, I realized that scaling effectively meant understanding traffic, testing, and optimization. Without proper testing, you leave significant money on the table. That realization came through my own mistakes, and it opened my eyes to how critical it is to continuously improve.

Many businesses—ranging from small six-figure companies to massive 10-figure enterprises—are not optimizing effectively or at all. As a result, they stifle their ability to scale and grow, particularly when relying on cold traffic. We saw an opportunity to help these businesses with a more scientific, data-driven approach, and that’s how VisiOpt was born.

Harley Green:
Let’s take a step back and dive into the specifics. When you talk about optimization, are we focusing on ads, websites, or the entire customer journey?

Scott Zetlan:
Great question! Optimization spans both the creative side—such as ads, emails, or social media posts—and the pages where traffic is driven, like landing pages and funnels. At VisiOpt, we focus heavily on optimizing landing pages and funnels because 70-80% of your results depend on what happens after someone clicks on your ad.

Our proprietary system allows businesses to run extensive tests, simulating over 4,000 unique split tests within a single experiment—without needing additional traffic. By optimizing conversion rates, lowering cost-per-acquisition (CPA), and increasing average order value (AOV), businesses can thrive even in highly competitive markets.

Harley Green:
What are some of the most common mistakes businesses make when it comes to marketing and optimization?

Scott Zetlan:
The first big mistake is not testing enough—or testing improperly. Many businesses assume their pages are optimized after a few tweaks, like adjusting a headline or swapping an image. But in reality, proper testing involves isolating variables and understanding how they interact.

For example, it’s not just about testing headline A vs. headline B. It’s about testing which headline works best with a specific hero image, call-to-action, or even page layout. This interplay can dramatically impact your results.

Another common mistake is copying competitors. Many businesses see something their competitor is doing and assume it’s a best practice, but this often backfires. We’ve helped clients remove “best practices” that were actually hurting conversions.

Lastly, many businesses run “cluster tests,” where they change multiple variables at once. While this might improve results, it’s impossible to know which changes worked and which didn’t. Isolating variables is key.

Harley Green:
Some listeners may think testing is a one-and-done process. Why is continuous testing so important?

Scott Zetlan:
The market, algorithms, and customer behaviors are constantly evolving. Even if you have a high-performing campaign today, it may not work tomorrow. Testing ensures you stay ahead by continuously refining your approach.

For instance, many businesses blame ad platforms like Facebook when performance drops. While algorithms do change, most issues stem from poor optimization or a lack of understanding of the customer journey. If your offer isn’t converting for a broad audience, you’re bound to face challenges when scaling.

Harley Green:
For businesses with smaller budgets—let’s say $1,000 a month on ads—can they afford to implement the kind of optimization strategies you’re describing?

Scott Zetlan:
Great question. The short answer is yes. If you’re spending $1,000 a month, you absolutely need to optimize to make the most of that investment. However, with limited traffic, you need to run more focused tests over a longer period.

As businesses scale, the return on investment from testing becomes even more significant. For example, a 10% improvement for someone spending $50,000 a month on ads is much more impactful than the same percentage for a $1,000 budget.

That said, even smaller businesses can use VisiOpt’s tools to start testing effectively and lay the groundwork for growth.

Harley Green:
What’s your advice for businesses that focus on metrics like leads or clicks but don’t track the entire customer journey?

Scott Zetlan:
That’s a common and costly mistake. You can’t eat leads. If a landing page generates a high volume of leads but those leads don’t convert into paying customers, you’re wasting resources.

At VisiOpt, we track performance across the entire funnel—from the first ad click to the final sale. This allows businesses to see not just which pages generate leads, but which ones result in the highest revenue or AOV. Sometimes, the page with fewer leads ends up producing better-paying customers.

Harley Green:
It sounds like testing not only boosts performance but also gives businesses control. Would you agree?

Scott Zetlan:
Absolutely. You can’t control ad platform algorithms, competition, or market changes, but you can control how your business responds. Testing puts the power back in your hands by enabling you to optimize every step of the customer journey.

Harley Green:
Scott, this has been incredibly insightful. For listeners inspired to dive into testing and optimization, how can they get started with VisiOpt?

Scott Zetlan:
We’d love to help. For anyone who reaches out through the link in the podcast notes, we’re offering a free 30-minute conversion optimization audit. We’ll review your website and discuss actionable ways to improve.

Harley Green:
Thank you so much for joining us, Scott. This has been invaluable!

Scott Zetlan:
Thank you, Harley. It’s been a pleasure!

Are You Building a Business That Works for Your Life?

by Dwayne GuevarraBusiness Growth, Outsourcing, ProductivityPosted on No Comments

Are You Building a Business That Works for Your Life?

When was the last time you paused to ask yourself if your business serves the life you truly want?

Entrepreneurs and business owners often fall into a familiar trap: building a business that consumes all their time and energy, leaving little room for the things that matter most. But what if you flipped the script? Instead of your business dictating your lifestyle, you design a business that aligns with your vision.

Step 1: Define Your Ideal Lifestyle

Before diving into tasks, strategies, or goals, ask yourself this: What do I want my daily life to look like? For Harley Green, the answer was clear—traveling internationally, homeschooling his kids, and building strong family connections. But this vision didn’t happen by chance. It required intentionality, clear goals, and creating systems that supported his desired life.

Pro Tip: Write down your non-negotiables. Whether it’s more family time, location independence, or financial freedom, defining these will serve as the foundation for all your decisions.

Step 2: Delegate to Focus on Growth

As Harley shared, business growth often means stepping out of the “doing” role and into the “leading” role. This shift starts with identifying tasks that don’t require your personal expertise. Repetitive tasks like email management, bookkeeping, and social media posting can be handed off to others, freeing your time for high-impact activities like strategy, networking, and innovation.

Actionable Tip:

  • Start by listing all the tasks you do in a week.
  • Highlight the ones only you can do.
  • Delegate the rest to skilled support, such as executive assistants or team members.

Step 3: Leverage Systems and Technology

Scaling isn’t just about adding people—it’s also about creating efficient systems. Tools like project management software, automation platforms, and customer relationship management (CRM) systems help streamline operations. By integrating technology into your workflow, you can reduce errors, save time, and maintain consistency.

For Harley, tools like Loom and Monday.com were game-changers, enabling seamless communication and task tracking across his team.

Step 4: Start Small, Scale Smart

Harley’s journey began with one simple step—renting out his basement to generate extra income. Over time, he scaled strategically, adding real estate properties, leveraging passive income, and eventually creating a business ecosystem that didn’t require his constant presence.

The lesson here? You don’t need to start big to achieve big results. Begin with manageable steps, refine your processes, and grow sustainably.

Step 5: Build a Legacy-Aligned Business

Every decision Harley made filtered through his “family deal filter.” This included questions like:

  • Does this opportunity align with our family values?
  • Will it give us more time together or take it away?
  • Does it create a win-win for everyone involved?

This approach ensures your business doesn’t just grow—it grows in the right direction.

Final Thoughts: Work Smarter, Not Harder

The key to building a fulfilling business isn’t working more—it’s working smarter. By clarifying your vision, delegating strategically, and leveraging systems, you can create a business that serves your life, not the other way around.

So, ask yourself: What needs to change in your business today to create the life you truly want?

The answer might be simpler than you think. If you’re ready to take the next step, start by examining how you’re spending your time and where you can build smarter systems. Because when your business works for you, it’s not just a job—it’s a legacy.

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Could Real Estate Be the Key to Financial Freedom?

by Dwayne GuevarraBusiness Growth, Productivity, Technology & AutomationPosted on No Comments

Could Real Estate Be the Key to Financial Freedom?

When you think of financial freedom, what comes to mind? For many entrepreneurs and business owners, it’s the dream of living life on their own terms—choosing when and where to work, pursuing personal passions, and spending more quality time with family. Achieving that dream can feel elusive, but for Harley Green, it became a reality through strategic real estate investments and smart management.

Here’s how he made it happen—and how you can, too.

Start Small, Think Big

Harley’s journey began in the most unexpected place: his own basement. By converting unused space into a rental unit, he took his first step into the world of real estate. From there, he gradually scaled, acquiring short-term rental beach houses and long-term rental properties in key markets. His secret? Focus on quality over quantity.

Rather than managing dozens of properties, Harley built a small but efficient portfolio of high-quality rentals that provide steady cash flow and require less time and maintenance. This strategy allowed him to keep his investment manageable while maximizing returns.

Key takeaway: You don’t need a huge portfolio to achieve financial freedom. Start with what you have, and let your investments grow intentionally.

Slow Travel: A Cost-Effective Lifestyle

Harley and his family now live as digital nomads, traveling the world while managing their rentals. They’ve mastered the art of “slow travel,” staying in one location for a month or more. This approach not only reduces travel expenses but also unlocks discounts on long-term Airbnb stays and eliminates frequent flight costs.

They’ve even tapped into innovative strategies like home exchanges. By listing their properties on home exchange platforms, they’ve scored free accommodations in places like Mexico and Colombia, turning otherwise vacant rentals into valuable assets.

Key takeaway: Travel doesn’t have to be expensive. Slow travel and creative lodging solutions can make a nomadic lifestyle surprisingly affordable.

Streamline with Systems and People

Managing rental properties from halfway around the world might sound impossible, but Harley has it down to a science. His strategy centers on leveraging technology and hiring the right people:

  • Tech tools: Platforms like Apartments.com for rent collection and Google Workspace for property information simplify daily management tasks. Monthly inspections and preemptive maintenance keep properties in top shape.
  • Delegation: Harley relies on virtual assistants and local real estate agents to handle tenant communications, maintenance coordination, and even tenant turnovers. By empowering his team with clear procedures and authority, he ensures smooth operations without being bogged down in daily tasks.

Key takeaway: Building scalable systems and outsourcing tasks allows you to focus on big-picture strategies instead of getting caught up in the weeds.

Diversify and Mitigate Risk

A key part of Harley’s success lies in diversification. He balances long-term rentals with short-term vacation properties and reinvests profits into other opportunities, like private lending and syndications. This diversified approach provides multiple income streams and reduces reliance on any one property.

He also emphasizes careful budgeting and managing risk. By leveraging smart financing options and keeping operating expenses low, Harley ensures his portfolio remains profitable even during economic shifts.

Key takeaway: Diversification isn’t just for stocks—apply it to your real estate investments for long-term stability.

Designing a Life You Love

Harley and his family didn’t stumble into this lifestyle by accident—it was a deliberate choice. They envisioned what they wanted their life to look like and worked backward to make it happen. Whether it’s homeschooling their kids while traveling internationally or prioritizing family time, every decision aligns with their core values.

Key takeaway: Define your ideal lifestyle first, and then design your business or investments to support it.

Real estate isn’t just about building wealth; it’s about creating freedom. Whether you’re a seasoned investor or just getting started, Harley’s story is proof that with the right strategies, real estate can be a powerful tool for transforming your life.

Listen to the full podcast episode:

🎧 Spotify

🎧 Apple Podcast

Are you ready to take your first step toward financial freedom? Let Harley’s journey inspire you to turn your dreams into a plan.

Schedule a free discovery call!

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Two individuals collaborating on a project, using a laptop with a task scheduler and an open notebook for planning

Are You Making the Most of Your Time?

by Dwayne GuevarraBusiness Growth, Outsourcing, Productivity, Technology & AutomationPosted on No Comments

Are You Making the Most of Your Time?

Time. It’s the one resource we can’t buy, borrow, or extend. Yet, as entrepreneurs and business owners, we often find ourselves wishing for just a few extra hours in the day. Here’s the good news: it’s not about working harder or longer. It’s about working smarter. And that starts with leveraging the right combination of human support and technology.

If you’ve already brought a Virtual Assistant (VA) onto your team—or are considering it—you’re on the right track. But pairing your VA with productivity tools? That’s where the magic happens. Let’s break down how you can supercharge your time management by combining people and tech.

1. Delegate Strategically

Your VA is a game-changer when it comes to offloading tasks. But delegation without clarity can create bottlenecks. Here’s how to streamline:

  • Identify repetitive tasks: Use tools like Trello or Asana to track recurring to-dos and assign them to your VA.
  • Prioritize high-impact activities: Save your energy for strategic decisions and let your VA handle admin work, social media scheduling, or email management.

By using productivity tools to track tasks, you ensure nothing slips through the cracks while freeing yourself up to focus on growth.

2. Streamline Communication

Constant back-and-forth emails can be a time killer. Instead, set up systems that make communication fast and effective:

  • Collaborate in real time: Platforms like Slack or Microsoft Teams allow you to connect instantly, eliminating lengthy email chains.
  • Share clear instructions: Use Loom to record quick video walkthroughs for your VA, making instructions easier to understand and reducing follow-up questions.

Streamlined communication ensures that everyone stays on the same page, even when you’re juggling multiple projects.

3. Automate Where Possible

Automation tools can handle tasks your VA doesn’t need to touch, leaving them free to focus on higher-value work:

  • Email automation: Tools like Mailchimp or ActiveCampaign can handle routine email campaigns.
  • Calendar scheduling: Set up automated booking systems like Calendly to save time managing your calendar.
  • Social media planning: Tools like Buffer or Hootsuite can schedule posts, leaving your VA to focus on engagement.

The combination of automation and delegation creates a seamless workflow that maximizes efficiency.

4. Track Progress and Results

Tracking progress doesn’t just keep you informed—it also keeps your VA empowered and motivated. Here’s how to stay on top of everything without micromanaging:

  • Daily check-ins: Use tools like Notion or ClickUp for daily updates and task tracking.
  • Analyze performance: Monitor metrics using tools like Google Analytics or CRM software to measure the results of your efforts.

When you have a clear picture of what’s working, you can adjust and refine your approach for even better outcomes.

5. Foster a Proactive Workflow

Combine your VA’s skills with tools that encourage proactive planning. For example:

  • Set weekly goals: Use productivity apps like Todoist or Monday.com to set priorities and ensure alignment.
  • Create templates: Develop templates for recurring tasks like email responses or project plans. Tools like Google Docs can make this process simple and collaborative.

A proactive workflow ensures you’re not just reacting to tasks but planning for long-term success.

Final Thoughts: Invest in Your Time

The combination of a skilled Virtual Assistant and the right productivity tools can revolutionize the way you manage your business. It’s not just about getting things done—it’s about getting the right things done without feeling stretched thin.

Remember, your time is the most valuable asset you have. By investing in smart systems and support, you’re setting yourself up to grow your business while reclaiming balance in your life. So, ask yourself: What’s one task you could hand off today, and what tool would make it even more seamless?

Ready to streamline your time management and focus on what really matters? Start building a smarter, more efficient workflow—because your business (and your sanity) depends on it.

Schedule a free discovery call!

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Unlocking Business Success: A Comprehensive Guide to Franchising and Entrepreneurship

by Dwayne GuevarraWorkergenix Mastermind PodcastPosted on No Comments

Unlocking Business Success: A Comprehensive Guide to Franchising and Entrepreneurship

Are you looking to break free from the corporate grind and take control of your financial future? Franchising offers a unique path to business ownership, combining the benefits of an established brand with the independence of entrepreneurship. In this post, we dive into key insights shared by Liz Leonard, franchise advisor and author of Your Franchise Fast Pass, who has successfully guided individuals in finding the perfect franchise fit. Whether you’re new to the concept or exploring a career pivot, here’s everything you need to know about leveraging franchising for business success.

The Appeal of Franchising: Why It’s Worth Considering

Franchising offers a proven framework for building a business. Unlike starting from scratch, it provides access to:

  • Established systems and processes: Franchises come with playbooks, vendor discounts, and marketing platforms that are already tested and optimized.
  • Ongoing support: Franchisees gain access to training programs, technology tools, and a network of fellow business owners who share best practices.
  • Lower risk: With a track record of success, many franchises reduce the uncertainty associated with new business ventures.

Franchising isn’t for everyone, but for those who value structure and support, it’s an opportunity to become a business owner with less risk and more guidance.

How to Determine If Franchising Is Right for You

The decision to invest in a franchise should align with your skills, finances, and life goals. According to Liz, evaluating your readiness involves:

  • Skills assessment: Understanding your strengths and areas for growth is critical in matching you with the right franchise.
  • Financial capability: Franchises require upfront investments, so it’s essential to assess your financial readiness and explore funding options, such as SBA loans or the Rollover for Business Startups (ROBS) program.
  • Lifestyle alignment: Consider whether you prefer an owner-operator model (hands-on involvement) or a semi-absentee approach (managing a team while maintaining another job).

Timing is key. If you’re not quite ready to invest, Liz recommends using this time to save, reduce debt, and build a financial cushion.

Exploring Industries Beyond Food Franchises

When people think of franchising, fast food often comes to mind. However, the franchise world spans numerous industries, including:

  • Home services: Brands offering essential services like kitchen renovations, pest control, and property management.
  • Professional services: Coaching, consulting, and tax preparation franchises.
  • Fitness and wellness: Yoga studios, gym franchises, and mental health services.

These options often come with lower overhead costs, making them accessible to first-time franchisees.

Building a Family Legacy Through Franchising

Franchising can be more than just a business investment—it’s an opportunity to create generational wealth and involve your family. Liz shared examples of families using franchises to:

  • Train and mentor younger generations.
  • Diversify investments while maintaining a primary income source.
  • Build businesses that complement existing ventures, such as real estate.

A family-focused approach can strengthen your financial foundation while fostering entrepreneurial skills in the next generation.

Mitigating Risk Through Support Systems

Starting a business is never without challenges, but franchising provides resources to help you overcome obstacles, such as:

  • Comprehensive training: Ensuring you and your team are equipped to succeed.
  • Peer networks: Learning from experienced franchisees within the system.
  • Technology platforms: Streamlining operations with robust tools for marketing, billing, and customer management.

As Liz noted, franchising replaces the isolation of going solo with the security of a support system.

Take the First Step Toward Ownership

Franchising offers a balance between independence and support, making it an attractive option for aspiring entrepreneurs. But success starts with the right information. Whether you’re considering a career change, adding a second income stream, or building a family legacy, the journey begins with understanding your options.

Ready to learn more? Liz Leonard’s Your Franchise Fast Pass is a step-by-step guide designed to help you navigate the process. Visit their website to explore how franchising can fit into your entrepreneurial vision.

Listen to the full podcast episode with Liz Leonard, available now:

🎧 Spotify

🎧 Apple Podcast

Franchising might not be for everyone, but for those seeking a structured path to business ownership, it’s a powerful option. Take control of your future by exploring this dynamic opportunity—your next great adventure awaits.

Schedule a free discovery call!

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Transcript

Harley Green: Welcome to the Workergenix Mastermind podcast! Today, we have a very special guest, Liz Leonard. Liz is an esteemed franchise business expert, entrepreneur, and the bestselling author of Your Franchise Fastpass: Your Guide to Finding Your Ideal Business. Liz brings a wealth of knowledge to help entrepreneurs who are exploring franchising as their next big adventure. Liz, welcome to the show! How are you today?

Liz Leonard: Thanks for having me, Harley. I’m doing great.

Harley Green: We’re thrilled to have you here. Let’s dive in. Could you share a bit about your background and how you got involved with franchising?

Liz Leonard: Absolutely. I started my career in senior healthcare, working in the corporate world for about two decades. Like many people, I eventually transitioned out of that career. My first entrepreneurial venture was a childcare startup— a $1.2 million project—launched in 2007, right when the recession hit. It was a risky time, but the business thrived. We had a waitlist two-and-a-half years long. Four years later, we were approached by a buyer, and we made the tough decision to sell.

After that, my entrepreneurial journey continued. We invested in a self-storage business with 134 units, which we sold a couple of years ago. We also own a franchise business that we’ve had for over a decade. Today, I’m a franchise advisor, helping people explore investments and decide if franchising is the right fit for them. It’s a very personalized process that takes into account their skills, finances, and long-term goals.

Harley Green: I love that. One thing we talked about before recording is how you match people with businesses that align with their passions, skills, and financial goals. What does that process look like when someone comes to you?

Liz Leonard: The first step is a 20-minute introductory call to understand why they’re considering franchising and how it fits into their life. Many people come to me because they want control, freedom, or a way to build wealth. Some are transitioning out of jobs, and others are simply looking for their next investment opportunity.

After that, we do a skills assessment to identify their strengths, weaknesses, and compatibility with different franchise models. If I’m working with a couple or a family, everyone participates in the assessment. From there, we dive deeper with a 60-minute consultation where we discuss their vision, goals, and readiness to own a business. It’s a step-by-step process, and my services are completely free.

Harley Green: That’s amazing. For someone unhappy in their current job and considering starting their own business, what makes franchising a good option?

Liz Leonard: Franchising can provide a proven roadmap, which removes much of the guesswork that comes with starting a business from scratch. You gain access to established systems, vendor discounts, and ongoing support. In franchising, you’re part of a network of like-minded entrepreneurs who’ve already walked the path you’re considering. Unlike starting on your own, you’re never alone—you have guidance and resources at every step. That’s a huge advantage.

Harley Green: That sounds invaluable. But many people automatically think of food franchises like McDonald’s. What are some other industries where franchising is thriving?

Liz Leonard: Great question! Food is what most people think of, but there’s so much more. Home services are a growing sector—things like kitchen remodeling, pest control, and landscaping. These brands are often mobile, so you don’t need a brick-and-mortar location, which reduces overhead. There are also opportunities in coaching, mental health, and even property management. Franchising extends far beyond food.

Harley Green: What kind of time and financial commitment does someone need to get started with a franchise?

Liz Leonard: The initial process to evaluate franchising options takes about six to eight weeks. During that time, we assess goals, financial readiness, and skills, and then narrow down franchise options. Once you decide, there’s training, which can take four to six months depending on the brand. Financially, the investment varies. Some franchises require a net worth of $350,000, while others may be higher, especially if they’re brick-and-mortar. We also explore funding options like SBA loans or retirement rollovers, so everyone’s situation is unique.

Harley Green: You mentioned family involvement earlier. Can franchising help build a legacy for future generations?

Liz Leonard: Absolutely. Franchising can be a powerful tool for creating generational wealth. I’ve worked with families where parents invest in franchises and involve their children in the operations. This gives the next generation entrepreneurial experience while building a stable income stream. It’s a great way to create long-term value for your family.

Harley Green: That’s incredible. What advice do you have for someone considering franchising but unsure if it’s the right fit?

Liz Leonard: My advice is to explore your options and gather as much information as possible. Franchising isn’t for everyone, but it’s worth investigating if you want a business model with support and structure. Start by asking yourself: What are my goals? Am I financially ready? What role do I want to play in the business? If you’re curious, let’s talk. My services are free, and I’d be happy to guide you through the process.

Harley Green: Liz, thank you so much for sharing your expertise and insights. For those interested in learning more, we’ll include a link in the show notes to get a free copy of Your Franchise Fast Pass. Liz, it’s been a pleasure having you on the show.

Liz Leonard: Thank you, Harley. It’s been great talking with you.

Harley Green: Likewise. Take care!

Handwritten text displaying "Branding and Marketing" on a white surface, emphasizing the importance of these concepts in business growth.

Are You Maximizing Your Marketing Potential, or Stuck in the Grind?

by Dwayne GuevarraBusiness Growth, Outsourcing, ProductivityPosted on No Comments

Are You Maximizing Your Marketing Potential, or Stuck in the Grind?

Marketing is the lifeblood of your business, but let’s face it: it’s a time sink. From content creation and scheduling to analyzing campaign performance and engaging on social media, the hours add up fast. If you’re like most entrepreneurs, you’ve probably felt stretched too thin trying to juggle marketing with running your business.

But what if you could focus on growing your business instead of being stuck in the weeds of daily marketing tasks? That’s where strategic delegation comes in. By leveraging the right support, you can streamline your marketing efforts, save time, and drive better results. Here’s how you can take your marketing game to the next level by building a smarter workflow.

1. Delegate the Time-Consuming Tasks

Ever feel like you spend more time posting on social media than planning your next big move? Routine tasks like content scheduling, engagement, and email campaigns are essential but don’t always need your personal attention. By delegating these repetitive tasks, you can stay focused on strategy and big-picture goals while ensuring consistent output.

For example:

  • Social Media Scheduling: Delegate the posting and hashtag research to someone who can systematize it.
  • Content Curation: Let someone else sift through articles, trends, or ideas and compile relevant materials.
  • Campaign Reporting: An assistant can pull analytics reports and flag key performance insights for you.

The result? Your marketing stays consistent without you feeling like you’re stuck on a hamster wheel.

2. Simplify Lead Nurturing

Did you know that 60% of leads are lost because businesses don’t follow up effectively? A streamlined lead management process is critical, and here’s where an extra set of hands makes all the difference.

  • Email Responses: Promptly reply to inquiries or nurture potential clients with pre-crafted sequences.
  • CRM Updates: Delegate data entry and tracking so your CRM stays up-to-date.
  • Follow-Ups: Never miss a follow-up email or touchpoint again by automating reminders and assigning someone to execute.

With your lead pipeline flowing smoothly, you’ll spend less time chasing opportunities and more time closing deals.

3. Elevate Your Content Game

High-quality, consistent content drives visibility and builds trust, but it’s a lot to manage on your own. Whether it’s drafting blog posts, editing videos, or creating graphics, many aspects of content production can be outsourced.

Here’s how you can maximize your efforts:

  • Video Editing: Don’t let raw footage pile up—delegate editing to make your videos polished and professional.
  • Graphic Design: Leave the heavy lifting to someone with design skills for eye-catching posts or presentations.
  • Blog Management: Focus on sharing your expertise while someone else handles formatting, SEO optimization, and publishing.

When you collaborate effectively, your content reflects your brand without eating up your schedule.

4. Leverage Data for Smarter Decisions

Marketing without data is like driving blind. However, gathering and interpreting analytics can be overwhelming. By delegating tasks like data collection and initial analysis, you can focus on what matters—making informed decisions.

Consider delegating:

  • Weekly or monthly performance reporting across campaigns.
  • Tracking ad spend and return on investment (ROI).
  • A/B testing oversight to refine what works.

With clear data insights delivered to your inbox, you’ll gain the clarity to pivot or double down on what’s working.

5. Scale Strategically

Streamlined marketing efforts don’t just save time—they make scaling possible. With the right systems and delegation in place, your marketing machine keeps humming as your business grows. This allows you to focus on hiring, exploring new markets, or launching innovative campaigns without sacrificing quality or consistency.

Final Thoughts: Focus Where It Counts

Time is your most valuable resource. By letting go of the tasks that don’t need your personal touch, you’ll reclaim hours every week to focus on your business’s growth. Whether you’re crafting the next big strategy, nurturing client relationships, or simply enjoying a work-life balance, strategic delegation can get you there faster.

Ready to stop spinning your wheels and start building momentum? Consider how a smarter, streamlined marketing process can transform not only your marketing efforts but your entire business approach.

Your time is too valuable to spend on things someone else can do just as well—or better. Take a step back, delegate strategically, and watch your business thrive.

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From Setbacks to Success: Building a Life of Financial Freedom and Location Independence

by Dwayne GuevarraWorkergenix Mastermind PodcastPosted on Comments are Disabled

From Setbacks to Success: Building a Life of Financial Freedom and Location Independence

In the modern world, entrepreneurship is no longer confined to an office or a specific location. For many, the dream of financial freedom and location independence has transformed from a far-fetched idea into an achievable reality. In this blog, we dive into the inspiring journey of Steve Didier, host of the Ronin Mindset Podcast, and explore the actionable strategies he’s used to redefine success.

Whether you’re looking to break free from traditional constraints or scale your business, this post provides insights that will empower you to take control of your life and business.

1. Turning Setbacks into Opportunities

Steve’s entrepreneurial journey wasn’t without challenges. From thriving in the booming Las Vegas real estate market to losing everything during the financial crash, he faced a major reset in his life. But instead of giving up, Steve saw this as an opportunity to pursue a more fulfilling life.

Key Takeaway: Sometimes setbacks are the push we need to reevaluate our goals and align our actions with what truly matters. If you’re facing challenges in your business, consider how they could serve as a stepping stone toward your bigger dreams.

2. Embracing Location Independence

After hitting the reset button, Steve sold his belongings, packed up his dog, and drove to Playa del Carmen, Mexico. From there, he began exploring life as an expat and digital nomad. His story proves that you don’t need to be a millionaire to live abroad; strategic planning and a willingness to adapt can go a long way.

Actionable Insight: If you’re considering the leap to location independence, start by researching affordable locations and tapping into online communities for support. Facebook groups and digital nomad forums can help you find rentals, navigate local regulations, and build connections.

3. Building Sustainable Revenue Streams

Steve’s first steps into entrepreneurship abroad included affiliate marketing and real estate. Leveraging his knowledge of real estate from the U.S., he began working with clients in Mexico, targeting Americans and Canadians looking for investment properties. He later transitioned to credit repair, a business born from his own need to rebuild his credit after financial struggles. This business became highly lucrative and scalable, allowing him to outsource work to virtual assistants (VAs).

Lesson for Entrepreneurs: Diversify your income streams and focus on skills you already have. Whether it’s real estate, marketing, or coaching, there are countless opportunities to monetize your expertise in a global marketplace.

4. Outsourcing for Growth

As Steve’s credit repair business grew, he realized he couldn’t do it all himself. Bringing on VAs allowed him to scale his operations efficiently. These VAs handled time-consuming tasks like client follow-ups and manual data entry, freeing him to focus on higher-value activities such as sales and marketing.

Pro Tip: Hiring virtual assistants isn’t just about saving time—it’s about increasing your earning potential. For every VA Steve hired, his income grew because he could dedicate more energy to revenue-generating activities.

5. The Importance of a Marketing Flywheel

Steve leveraged organic marketing strategies like social media to promote his business. Through platforms like Facebook, Instagram, and TikTok, he built a following and used referrals to keep his pipeline full. His approach highlights the value of creating a self-sustaining marketing flywheel that generates leads without constant intervention.

Tip for Business Owners: Don’t underestimate the power of organic marketing. Start small with consistent posts and engagement, and watch as your content works to attract more leads and referrals.

6. Designing a Business Around Your Lifestyle

One of Steve’s core principles is building a business that fits the life you want—not the other way around. For him, that meant prioritizing flexibility and eliminating tasks that tethered him to a specific location or time zone. By focusing on digital products and outsourcing operations, he created a business that allowed him to travel freely.

Ask Yourself: Is your business serving your lifestyle goals? If not, what changes can you make to align your business with your ideal life?

7. Overcoming Challenges as a Global Entrepreneur

Living abroad comes with its own set of challenges, from opening foreign bank accounts to navigating different business regulations. Steve’s advice is to treat these hurdles as experiments. Whether it’s finding alternative payment methods or building a local support network, persistence and adaptability are key.

Practical Advice: Start small. If you’re not ready to commit to a global lifestyle, try living abroad for six months in a single location. This trial period will help you decide if the lifestyle is right for you.

8. Why Take the Leap?

For Steve, living internationally isn’t just about affordability—it’s about embracing freedom. From reducing costs to experiencing new cultures, his journey underscores how stepping outside your comfort zone can lead to incredible growth.

Final Thought: Don’t let fear hold you back. As Steve says, “If it doesn’t work out, you can always go back.” The important thing is to take that first step and see where it leads.

Ready to Build Your Dream Lifestyle?

Steve’s story is a testament to the power of resilience, creativity, and strategic planning. Whether you’re considering hiring a VA, exploring life as a digital nomad, or simply looking to grow your business, the lessons from his journey can help you take actionable steps toward your goals.

For more tips and insights, listen to the full podcast episode with Steve Didier, available now:

Spotify

Apple Podcast

Your dream life is closer than you think. It starts with one decision—one step toward building the freedom and success you deserve. So what are you waiting for? Start planning your journey today.

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Transcript

Harley Green:
Welcome to the Workergenix Mastermind Podcast! I’m your host, Harley Green, and today we’re joined by a very special guest—Steve Didier. Steve is the host of The Ronin Mindset Podcast, a digital nomad, entrepreneur, and business owner with an incredible story. Steve’s journey is packed with actionable tips and strategies that can help you elevate your business, achieve financial independence, and build a life of location freedom. Steve, welcome to the show!

Steve Didier:
Thanks, Harley! I’m excited to be here and looking forward to this conversation.

Harley Green:
Steve, your background is so diverse. You’ve been a bouncer in Las Vegas, a real estate entrepreneur, and you’ve navigated the ups and downs of the real estate market crash. Then, you took a leap into the nomadic lifestyle and entrepreneurship while traveling. How did you manage this incredible transition?

Steve Didier:
It’s been quite a journey with lots of twists, turns, and even some dead ends. I’ve always had an entrepreneurial spirit. After leaving the army, I moved to Las Vegas and worked a variety of jobs, including as a personal bodyguard for A-list celebrities, a nightclub security professional, and a bartender. But I eventually grew tired of that lifestyle. I had experienced a somewhat nomadic life in the military and wanted something more fulfilling.

I started a real estate business in Las Vegas, and for a time, it was incredibly successful—Vegas was booming, and I was making great money. But despite the financial success, I felt unfulfilled. Then came the real estate market crash, and everything I had built over 12 years was wiped out. I lost my business, went through a divorce, and hit rock bottom. It was a massive reset, but in hindsight, it was a blessing in disguise.

Harley Green:
It sounds like a pivotal moment. What led you to pursue a digital nomad lifestyle?

Steve Didier:
After going through that tough period, I realized I finally had the freedom to pursue something I had always dreamed about—traveling and living abroad. I sold almost everything I owned, packed up my dog, two boxes, and a suitcase, and drove from Las Vegas to Playa del Carmen, Mexico. That’s where I began exploring the digital nomad and expat lifestyle. I started with online marketing, selling digital products, and later worked in international real estate to learn about global investments.

Harley Green:
What challenges did you face, either internally or externally, when making this leap?

Steve Didier:
Internally, one of the surprising challenges was parting with material possessions. As I was selling or donating items, I found myself struggling to let go of things that had no real value—just emotional attachments. But in the end, I can honestly say there’s nothing I regret parting with.

Externally, the logistics of living internationally can be tricky, especially with a large dog. Finding a rental, for instance, wasn’t as simple as Zillow or Craigslist. I connected with a rental agent through a Facebook group, which made the process smoother.

Harley Green:
What about managing finances and setting up a life abroad? How did you handle that?

Steve Didier:
Initially, I was able to open a Mexican bank account with a tourist visa, which isn’t possible now. For day-to-day expenses, I used my U.S. bank accounts and relied on tools like Western Union for larger transfers. It wasn’t perfect, but it worked.

Harley Green:
Once you settled in Mexico, you explored new business ventures. What did that process look like?

Steve Didier:
Before moving, I had started dabbling in affiliate marketing, which gave me the financial confidence to take the leap. I wasn’t earning much—about $1,500 a month—but it was enough to live comfortably in Mexico at the time. Later, I transitioned into real estate, focusing on helping Americans and Canadians invest in properties they could rent out on platforms like Airbnb. That was an invaluable learning experience.

Harley Green:
At some point, you transitioned to a credit repair business. How did that come about?

Steve Didier:
After the real estate crash, I had to repair my own credit, which taught me a lot. I started helping others, and eventually, it turned into a lucrative business I could run entirely from Mexico. To scale, I hired virtual assistants from the Philippines, which was a game-changer. They were incredibly talented and efficient, far exceeding my expectations.

Harley Green:
It sounds like outsourcing played a huge role in your success. What advice would you give to business owners about hiring virtual assistants?

Steve Didier:
Outsourcing is an investment. Each VA I hired freed me up to focus on rainmaking activities—generating sales and revenue. My advice? Start small, delegate time-consuming tasks, and invest in training your VAs. It’s worth every penny.

Harley Green:
After running the credit repair business for years, what made you move on?

Steve Didier:
The credit repair industry can be exhausting—it’s a lot of negativity. I was ready for a change and wanted to focus on fully digital ventures, like creating courses and exploring AI. The goal was to build a business that didn’t tie me to any specific location.

Harley Green:
For those considering a similar lifestyle, what’s your advice?

Steve Didier:
Start by identifying what you truly want—whether that’s full-time travel or planting roots in another country. Assess whether your current business can operate remotely. If not, consider leveraging your skills to create a business that aligns with your desired lifestyle. Most importantly, take action. You can always go back if it doesn’t work out, but you’ll never know unless you try.

Harley Green:
Steve, thank you for sharing your incredible journey and insights. For listeners who want to learn more, we’ll include links to The Ronin Mindset Podcast and other resources in the show notes. Thanks again for joining us!

Steve Didier:
Thanks, Harley. If anyone has questions or is considering making the leap, I’m happy to chat. It’s intimidating, but absolutely worth it.

Colorful 2025 planner with a pen and keyboard on a yellow background

Is Your Business Ready to Thrive in 2025? Here’s Why Productivity is the Key

by Dwayne GuevarraBusiness Growth, Outsourcing, ProductivityPosted on Comments are Disabled

Is Your Business Ready to Thrive in 2025? Here’s Why Productivity is the Key

As we look toward 2025, one thing is clear: businesses that prioritize productivity will outpace their competition. But productivity isn’t just about checking off more boxes on your to-do list—it’s about working smarter, focusing on high-impact activities, and creating systems that free you to lead with clarity and purpose.

Here’s why productivity should be your top priority this year and how to make it happen.

Why Productivity is Your Competitive Advantage

In today’s fast-moving world, time is your most precious resource. Wasted hours lead to missed opportunities, slower growth, and burnout. Productivity allows you to maximize your time and energy, so you can focus on what really matters: innovation, customer experience, and scaling your business.

Consider this: every minute spent on repetitive, low-value tasks is a minute not spent strategizing or solving the big problems that move your business forward. Imagine the impact of reclaiming even a few hours each week—what would you do with that time?

How to Prioritize Productivity in 2025

  1. Audit Your Current Processes
    Start by identifying bottlenecks in your workflow. Are there tasks or processes that take longer than they should? Are you using outdated tools or systems? By conducting a productivity audit, you’ll uncover inefficiencies and create a plan to address them.
  2. Focus on What You Do Best
    The most successful entrepreneurs understand the importance of delegation. Spend your time on high-value tasks—the ones that only you can do—and find ways to offload the rest. Whether it’s automating processes or outsourcing tasks, freeing up your mental bandwidth is crucial.
  3. Leverage the Right Tools
    Productivity isn’t about working harder; it’s about working smarter. Tools like project management software, CRMs, and automation can simplify your workload and keep your team aligned. Invest in tools that reduce friction and improve collaboration.
  4. Create Systems for Consistency
    A systemized approach to your business operations ensures consistency and reduces decision fatigue. Document workflows, establish routines, and create templates for recurring tasks. The more structured your processes, the more time you’ll have for strategic thinking.

The Long-Term Benefits of Prioritizing Productivity

When you put productivity first, you’re not just improving your day-to-day operations—you’re setting your business up for sustainable growth. Increased efficiency leads to higher profitability, better employee morale, and a stronger ability to adapt to changing market conditions.

Imagine a business where you’re not constantly putting out fires but instead focusing on seizing opportunities and driving innovation. That’s what productivity allows you to achieve.

A Final Thought

2025 is the year to take control of your time and elevate your business. By making productivity your priority, you’ll unlock the potential to grow faster, innovate boldly, and achieve your long-term goals.

Start by asking yourself: what’s one change you can make this week to improve your productivity? The future of your business depends on it. Reach out to us to have more insights.

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Transform Your Business Growth with a Flywheel Strategy

by Dwayne GuevarraWorkergenix Mastermind PodcastPosted on Comments are Disabled

Transform Your Business Growth with a Flywheel Strategy

In today’s fast-paced and ever-evolving market, creating sustainable growth for your business can feel like an uphill battle. Many entrepreneurs find themselves stuck in the daily grind, barely managing to keep things running. But what if there was a way to build momentum in your business so it grows seamlessly and scales effortlessly? This is where the concept of a business growth flywheel comes in—a strategy that has propelled businesses, both large and small, to unparalleled success.

Bryan Clayton, CEO and co-founder of GreenPal, has mastered this art. Dubbed the “Uber for Lawn Care,” GreenPal is a platform connecting homeowners with lawn care professionals, with over 300,000 active users and millions in transactions. Bryan’s journey from running a traditional landscaping company to scaling a tech-driven platform is a masterclass in entrepreneurial resilience and innovation. Here’s how he used the growth flywheel to transform his business and how you can implement the same principles.

Understanding the Flywheel Effect

The flywheel concept, popularized by Jim Collins in Good to Great, revolves around creating a self-reinforcing cycle where each part of your business feeds into the next. For Bryan, the flywheel began with understanding his customer needs and using technology to enhance efficiency, transparency, and service delivery.

For instance, GreenPal’s core functionality—matching lawn care professionals with homeowners—didn’t just solve a customer pain point; it created a system where satisfied users naturally referred others, driving more business to the platform. This loop of value creation and word-of-mouth marketing became the engine of growth.

Building a Flywheel for Your Business

Whether you’re running a local service company or a tech startup, the principles of a flywheel can work for you. Here’s a step-by-step breakdown based on Bryan’s insights:

1. Focus on Creating a Stellar Product or Service

The foundation of any successful flywheel is a product or service that delivers exceptional value. Bryan emphasizes that you can’t “pour gasoline on wet leaves and expect them to burn.” Your offering needs to resonate with your customers, solving their problems effectively.

2. Leverage Customer Feedback and Reviews

One of the simplest yet most impactful components of a flywheel is gathering customer reviews. Bryan highlights that encouraging even a fraction of your customers to leave reviews on platforms like Google or Yelp can significantly amplify your business’s visibility and credibility. Positive reviews act as a magnet, drawing in more customers and fueling growth.

3. Integrate Systems to Streamline Operations

GreenPal’s success is rooted in its use of technology to simplify processes. Bryan started by studying companies like Uber, Instacart, and Airbnb to learn how they automated customer interactions. You can adopt similar strategies using CRM tools, workflow automation, and efficient task management platforms like monday.com to centralize operations and reduce inefficiencies.

4. Create Shareable Content from Your Work

Bryan suggests documenting your processes through photos, videos, and other media to create shareable assets. For example, if you’re in home remodeling, you could record before-and-after shots of your projects. Post these across platforms like YouTube, Instagram, and TikTok to reach a broader audience. The result? Your work markets itself, bringing in more leads without additional effort.

5. Experiment and Adapt

“Action produces information,” Bryan says. Treat every initiative as an experiment. Whether you’re implementing new software, testing a social media strategy, or building a customer referral program, approach it with curiosity and a willingness to adapt based on the results.

Breaking Free from the Grind

Many entrepreneurs start their businesses with a passion for their craft but quickly find themselves bogged down by administrative tasks and operational chaos. Bryan’s advice is simple but powerful: dedicate time to work on your business, not just in it.

For example, set aside weekends or specific days to focus solely on building systems and processes. Start small—whether it’s creating a streamlined lead management system or automating customer follow-ups—and gradually scale up. Use tools like virtual assistants or automation software to handle repetitive tasks, freeing you to concentrate on growth.

The Role of Mindset in Scaling

Transitioning from being self-employed to running a scalable business requires a shift in mindset. Many business owners fall into the trap of thinking it’s easier to “just do it yourself.” However, investing time in building systems and delegating tasks will pay off exponentially in the long run.

Bryan points out that this process isn’t easy—it’s more challenging to document processes, train team members, and test new approaches than to simply keep working in the day-to-day grind. But the reward is worth it: a business that runs efficiently without relying on your constant input.

Why the Flywheel Matters

At its core, the flywheel strategy is about building momentum. Each component of your business—whether it’s customer satisfaction, streamlined operations, or effective marketing—feeds into the next, creating a cycle of growth. This approach not only scales your business but also gives you the freedom to step back and focus on strategic opportunities.

As Bryan puts it, “The goal is to leave for three months, come back, and find your business bigger than when you left.”

Start Your Flywheel Today

Whether you’re just starting out or looking to scale, the principles of a growth flywheel can transform your business. By focusing on delivering exceptional value, leveraging technology, and creating systems that sustain themselves, you can build a business that grows with minimal friction.

If you’re ready to take the next step, start small. Identify one area of your business that can be streamlined, document the process, and test a system to automate or delegate it. Over time, these small changes will compound, driving exponential growth and setting you apart in your industry.

By following these insights and strategies, you can take control of your business growth and set the stage for long-term success. It’s not just about working harder—it’s about working smarter and building a business that thrives on its own.

You may also listen to the podcast of below platforms:

🔗Spotify

🔗Apple Podcast

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Transcript

Harley Green:

Welcome to the Workergenix Mastermind Podcast. I’m your host, Harley Green. Today, we have an exceptional guest: Bryan Clayton. He’s not just a CEO—he’s a visionary who’s redefined the lawn care industry. As the mastermind behind GreenPal, often referred to as the “Uber for Lawn Care” by Entrepreneur Magazine, Bryan has built an innovative online marketplace connecting homeowners with local lawn care professionals. With over 300,000 active users and thousands of transactions processed daily, GreenPal is a testament to Bryan’s ability to understand and meet market needs.

Today, Bryan is here to share his journey and some invaluable insights on scaling a business. Bryan, welcome to the podcast!

Bryan Clayton:

Thanks for having me, Harley. It’s a pleasure to be here.

Harley Green:

Let’s start with your background. Can you share your entrepreneurial journey and how you got to where you are today?

Bryan Clayton:

Absolutely. I’m the CEO and co-founder of GreenPal, which is essentially the Uber for lawn mowing. With GreenPal, homeowners can connect with local lawn care providers through a simple app. You just input your address, and lawn care professionals compete for your job. Once you hire someone, they take care of your lawn, and if you’re satisfied, you can schedule recurring services with just a button press.

Today, GreenPal operates across the U.S. with over 300,000 active users. But it’s been a long journey—a 10-year overnight success story, as I like to say. My two co-founders and I have spent more than a decade building this platform.

My entrepreneurial journey started much earlier. In 1994, I mowed my neighbor’s lawn for $20. That first taste of entrepreneurship stuck with me. Over 15 years, I grew my small lawn-mowing business into a company with 150 employees and $10 million in annual revenue. Eventually, it was acquired by a national firm. Those 25 years in the lawn care and landscaping business laid the foundation for what GreenPal is today.

Harley Green:

That’s incredible. GreenPal leverages technology to solve common pain points, which is such a smart approach. I know finding reliable landscaping services can be challenging. Your platform fills a real gap.

You’ve talked about creating a growth flywheel for businesses of all sizes. Can you explain what that means and how it applies to entrepreneurs?

Bryan Clayton:

Sure. The concept of a growth flywheel clicked for me about five or six years into my first business. Initially, I thought I was just in the landscaping business, but as we grew, I realized I was in the sales business. Creating a reliable sales engine became the core of our operations, enabling us to land larger contracts with commercial properties like apartment complexes and office parks.

When I transitioned to GreenPal, I had to learn how to apply that flywheel concept to a tech company. A flywheel is essentially a self-reinforcing cycle that drives growth. For example, Uber has a flywheel where more drivers lead to shorter wait times, which attracts more riders, which in turn attracts more drivers. At GreenPal, our flywheel works similarly—more lawn care providers lower costs, which leads to happier customers, which attracts more users.

Harley Green:

That’s fascinating. It’s about creating a system where growth feeds itself. How can entrepreneurs in other industries apply this flywheel concept to their own businesses?

Bryan Clayton:

It starts with having a product or service that people love. You can’t build a flywheel if your foundation isn’t solid. Once you’ve got that, the goal is to create a process where one activity naturally generates the next.

Take a home remodeling business as an example. Let’s say you document every project with photos and videos. Those visuals can be repurposed for marketing—posted on social media, uploaded to YouTube, or shared in newsletters. This exposure attracts new clients, which funds better equipment or staff, which improves your service quality, and the cycle continues.

Start small. Maybe you focus on getting more reviews. Serve 10 customers and aim for three to leave reviews on platforms like Google or Yelp. As reviews accumulate, your visibility increases, attracting more customers. That’s a simple but effective flywheel.

Harley Green:

What about handling the influx of leads once that flywheel starts spinning?

Bryan Clayton:

That’s a great question. Many entrepreneurs stay stuck in self-employment mode because they’re trying to do it all themselves. The key is to step back and work on your business, not just in it.

When I started, I’d dedicate Monday through Friday to operations—handling customers, paying vendors, managing payroll. But weekends were for building systems. I’d focus on one part of the business, like lead management. At first, I handled everything myself to understand the process. Then, I’d document it—using tools like Loom to create training videos—and delegate it to a virtual assistant.

The key is to systematize each task so you’re not stuck doing it forever. It’s a slower process upfront, but over time, you free yourself to focus on growth.

Harley Green:

That’s great advice. It’s about making those small investments in systems to build a scalable business.

Before we wrap up, any final thoughts or tips for entrepreneurs looking to build their own flywheel?

Bryan Clayton:

Treat everything like an experiment. Start small and iterate. If you’re thinking about implementing new software or a new process, don’t overthink it—try it out. Action produces information. Even if it doesn’t work, you’ll learn something valuable.

And remember, a flywheel doesn’t happen overnight. It’s a slow build, but once it gains momentum, it becomes a powerful force for growth.

Harley Green:

Fantastic insights, Bryan. Thank you for sharing your journey and expertise with us. How can listeners connect with you?

Bryan Clayton:

Thanks for having me, Harley. Listeners can find me on LinkedIn by searching for Bryan Clayton or visit my website, GreenPal.com. If you’re in the lawn care business or need lawn care services, check us out!

Harley Green:

Thank you, Bryan.

Transform Your Business Operations with monday.com: Insights from an Industry Expert

by Dwayne GuevarraWorkergenix Mastermind PodcastPosted on Comments are Disabled

Transform Your Business Operations with monday.com: Insights from an Industry Expert

In the fast-paced world of modern business, staying ahead requires innovation, efficiency, and tools that can adapt to your unique needs. This is where monday.com comes into play—a game-changing work operating system (OS) that has transformed how businesses manage their operations. In our recent podcast with Elena Korolkova, founder of Kick Consulting and a monday.com expert, we explored how this platform is revolutionizing businesses worldwide. Here’s what we learned.

What is Monday.com?

Monday.com is more than a task manager or CRM—it’s a comprehensive business operating system. From task automation and project management to customer relationship management (CRM) and data visualization, monday.com brings all your processes under one roof.

Elena describes it as a foundation for your business: “It automates your tasks, streamlines your projects, and centralizes your customer journey—all while offering a clear, real-time view of your operations.”

The Challenges Businesses Face Without Streamlined Tools

Many businesses come to Elena with common pain points, including:

  • Manual processes: Tasks and projects managed on spreadsheets often lead to inefficiencies and errors.
  • Disjointed systems: Using multiple tools for time tracking, invoicing, and communication can result in siloed teams and poor visibility.
  • Overwhelmed leadership: Business owners are often bogged down by operational minutiae, unable to focus on strategy and growth.

monday.com solves these issues by integrating disparate systems, automating repetitive tasks, and creating a single source of truth for your business.

Three Levels of Optimization with monday.com

Elena outlined how monday.com supports businesses at various stages of maturity:

  1. Entry-Level: Task Management and CRM For businesses relying on spreadsheets, monday.com provides an intuitive task management system and CRM. Teams gain transparency and independence, while managers can track progress without micromanaging.
  2. Mid-Level: Integrated Systems and 360-Degree Client Views For businesses juggling multiple tools, monday.com integrates platforms like Xero, MYOB, and time-tracking systems. This integration creates a holistic, 360-degree view of the customer journey—from first contact to final feedback.
  3. Advanced: Automation and Customization Larger businesses or those with unique needs can leverage monday.com’s advanced features, including custom workflows, developer tools, and automation for complex processes like manufacturing or logistics.

Standout Features of monday.com

Elena highlighted key features that make monday.com indispensable:

  • Emails and Activities: This feature connects emails and meetings to tasks, ensuring transparency across teams. If one team member is unavailable, others can pick up right where they left off.
  • Connected Boards: monday.com’s database-like capabilities allow businesses to link data across multiple boards. For example, you can track a client’s billing history, project updates, and communication—all in one place.
  • Dashboards: Visualizing data is crucial for insights. monday.com’s customizable dashboards consolidate data from various boards, providing a clear overview of performance and progress.

Real-World Success Stories

Elena shared a remarkable example of how monday.com transformed a small accounting firm. Previously, the team spent two weeks every month collating data manually. After implementing monday.com, they automated their processes, saving countless hours and allowing their staff to focus on billable tasks.

In another instance, a manufacturing business reduced a seven-hour returns process to just two minutes by automating workflows with monday.com.

Adopting monday.com: Overcoming Resistance

Resistance to new systems is common, especially from teams accustomed to existing workflows. Elena stressed the importance of change management:

  • Involve teams in the process to gain buy-in.
  • Show the tangible benefits, such as time savings and reduced stress.
  • Start with simple solutions before expanding to advanced features.

Beyond Business: Creative Uses of monday.com

monday.com isn’t just for work. Elena and Harley Green, the podcast host, shared how they use it for personal projects:

  • Planning travel with visualized maps.
  • Managing home renovations with detailed dashboards.
  • Even tracking life events, like a cross-country road trip during pregnancy.

Why Your Business Needs monday.com

The flexibility and scalability of monday.com make it a powerful tool for businesses of any size. Whether you’re managing five team members or 150, monday.com offers the clarity and efficiency needed to thrive in today’s competitive landscape.

Get Started with Kick Consulting

Elena’s team at Kick Consulting offers tailored solutions to help businesses unlock the full potential of monday.com. From initial discovery calls to in-depth scoping sessions, they ensure your implementation is customized to your needs—no cookie-cutter solutions here.

As Elena puts it, “We’re not yes-men. If you’re asking for a Titanic to cross a lake, we’ll guide you toward the right-sized solution.”

Final Thoughts

In a world where efficiency and adaptability define success, tools like monday.com are indispensable. By centralizing your operations, automating tasks, and providing real-time visibility, monday.com empowers businesses to focus on what matters most—growth and innovation.

Ready to take your business to the next level? Watch the full podcast episode and explore how monday.com can transform your operations.

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Transcript

Harley Green
Hello, everyone! Welcome to the workergenix Mastermind Podcast. Today, we’re diving into a tool that has been transformational in multiple businesses I’ve been part of: monday.com. Joining us is a true expert, Elena Korolkova from Kick Consulting. Elena is a seasoned project manager and technology enthusiast with over 15 years of experience, and she’s passionate about helping businesses optimize their operations. Elena, welcome to the podcast! How are you doing?

Elena Korolkova
Thank you for having me, Harley. I’m doing great—excited to be here!

Harley Green
It’s fantastic to have you. Most of our guests are North America-based, but you’re joining us from a different corner of the world. Can you tell us where you’re located?

Elena Korolkova
Of course! I’m based in Australia, or as Bill Bryson would say, the “sunburned country.” Originally, I’m from Russia, but I’ve lived here for over 20 years. I suppose I’m more Australian now than Russian! And no, we don’t have kangaroos hopping down the streets—unless you live really far out. I live in a beautiful little holiday town called Boomerang Beach, which has some of the most stunning beaches in the world.

Harley Green
That sounds incredible! I’ve been to Australia a few times, but mostly to remote areas like Alice Springs. I’d love to explore more of the coastal parts on my next trip.

Elena Korolkova
Alice Springs is definitely off the beaten track—red soil, intense heat, the works. Boomerang Beach is quite the opposite. White sand, turquoise water, dolphins, whales—it’s breathtaking. I feel so lucky to wake up here every day.

Harley Green
That sounds like a dream! Let’s dive into your professional journey. What led you to start Kick Consulting, and how did monday.com become central to your work?

Elena Korolkova
I started my career in finance. It wasn’t my passion, but my parents encouraged me to pursue it, believing it was a stable choice. I spent nearly 10 years in financial planning, managing businesses and navigating strict regulations. Through that, I developed a strong sense of doing things in the client’s best interest.

At the same time, I always loved technology. As a kid, I’d take apart TVs and computers just to see how they worked. So, while managing financial planning businesses, I found myself naturally drawn to solving problems with tech. When my contracts ended, my husband suggested I turn my tech skills into a business. Initially, I was skeptical—why would anyone pay me to teach them tech? But I gave it a shot, and that’s how Kick Consulting was born.

monday.com became our platform of choice because of its versatility and user-friendly interface. Little did I know it would grow into the powerhouse it is today, offering everything from task management to CRM solutions. Over time, our team became experts in the platform, and it transformed our operations. In fact, we’ve doubled our capacity while reducing our team size by 50%, thanks to monday.com.

Harley Green
That’s an amazing journey! What are some of the common challenges businesses face when they come to you, and how does monday.com address them?

Elena Korolkova
The challenges vary, but some common ones include:

  1. Disorganized Operations: Many businesses still rely on spreadsheets or manual processes. This creates inefficiency and leaves business owners overwhelmed because everything depends on them.
  2. Disconnected Systems: Businesses often use multiple tools—one for invoicing, another for time tracking, and yet another for client communication. monday.com integrates these systems into a single platform, creating a seamless 360-degree view of clients and operations.
  3. Inefficient Processes: A lot of time is wasted on repetitive tasks. For instance, one of our clients, an accounting firm, used to spend two weeks every month compiling reports. We automated that process on monday.com, cutting the time down to minutes.

Harley Green
For those unfamiliar, how would you describe monday.com? What makes it so special?

Elena Korolkova
monday.com is a work operating system that serves as the foundation for your business. It helps automate tasks, manage projects, and centralize operations. Essentially, it streamlines your business so you can focus on growth.

Harley Green
I like to call it a business operating system. We use monday.com for everything at workergenix, from CRM and payroll to managing podcast production and client projects. It’s a game-changer.

Elena Korolkova
Absolutely. It’s versatile and easy to customize, which is why businesses of all sizes can benefit from it.

Harley Green
What are some of your favorite features of monday.com?

Elena Korolkova
Two features stand out for me:

  1. Emails and Activities: This connects team emails to monday.com, so everyone has full visibility into client communications. If someone’s out of office, others can easily pick up where they left off.
  2. Connected Boards: These allow different parts of your system to work together. For example, you can link a client’s billing history, appointments, and tasks, creating a comprehensive, 360-degree view.

Harley Green
I also love the dashboards. They provide visual insights into data, making it easier to make informed decisions. Plus, the ability to share dashboards with clients adds a professional touch.

Harley Green
Some business owners are hesitant to adopt a new system. How do you help them overcome that resistance?

Elena Korolkova
We involve their teams in the process. When employees see how much easier their work will become, they’re more open to change. It’s also about showing the ROI—how much time and effort they’ll save in the long run. And if a business isn’t ready for a big transition, we start small and build from there.

Harley Green
It’s fascinating how versatile monday.com is. Personally, my family uses it to track our world travels. What about you?

Elena Korolkova
I’ve used it to plan vacations, manage household tasks, and even track Eurocup soccer results! It’s so intuitive and adaptable that it becomes a go-to tool for both work and personal life.

Harley Green
For listeners ready to get started with monday.com, what’s the next step?

Elena Korolkova
The best way is to book a discovery call with us. We’ll discuss your needs and create a tailored solution. From there, our team will guide you through implementation, ensuring everything is set up for success. You’ll find all the links in the description.

Harley Green
Thank you, Elena, for sharing your insights. I encourage everyone to explore monday.com and reach out to Kick Consulting to get started. It’s a game-changer for any business.