Workergenix Mastermind Podcast

The Power of Conversion Optimization and Data-Driven Marketing

by Dwayne GuevarraWorkergenix Mastermind Podcast January 22, 2025January 22, 2025No 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:

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.
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.
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:

Start Testing Now: Even with a small budget, testing your landing pages and ad creatives can yield significant insights.
Focus on the Full Funnel: Don’t stop at lead generation. Track performance all the way to the sale.
Leverage Tools Like VisiOpt: Simplify your optimization process with tools that make testing accessible and actionable.
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!

Unlocking Business Success: A Comprehensive Guide to Franchising and Entrepreneurship

by Dwayne GuevarraWorkergenix Mastermind Podcast January 15, 2025January 15, 2025No 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!

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

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!

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

by Dwayne GuevarraWorkergenix Mastermind Podcast January 8, 2025January 17, 2025Comments 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.

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 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.

Transform Your Business Growth with a Flywheel Strategy

by Dwayne GuevarraWorkergenix Mastermind Podcast January 2, 2025January 6, 2025Comments 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.

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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 Podcast December 27, 2024December 27, 2024Comments 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:

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.
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.
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:

Disorganized Operations: Many businesses still rely on spreadsheets or manual processes. This creates inefficiency and leaves business owners overwhelmed because everything depends on them.
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.
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:

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.
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.

Are You Failing Your Team? How to Recognize and Address Leadership Challenges

by Dwayne GuevarraWorkergenix Mastermind Podcast December 18, 2024December 17, 2024Comments are Disabled

Are You Failing Your Team? How to Recognize and Address Leadership Challenges

As a business leader, the success of your team is directly tied to your ability to lead effectively. But what happens when deadlines are missed, tasks pile up, and your team struggles to deliver results? While it’s easy to blame external factors or even the team itself, the root cause might be closer than you think—it could be you.

In this post, we’ll explore actionable insights shared by leadership expert Jennifer Conaway on the Workergenix Mastermind Podcast. Jennifer delves into the signs that indicate leadership issues, common mistakes business owners make, and practical steps to build a stronger, more effective team.

Recognizing the Signs of Leadership Challenges

Jennifer identifies three red flags that indicate leadership may be the issue:

Recurring Hiring Issues – If you consistently find yourself saying, “This person doesn’t understand my voice,” or “They’re not delivering what I expected,” the problem might not be the hire—it could be the hiring process or your communication. Leaders must examine their expectations, hiring practices, and onboarding strategies to ensure clarity and alignment.
Becoming a One-Person Bottleneck – Are tasks consistently delayed because they’re waiting on you? A leader who can’t delegate or prioritize effectively creates unnecessary chaos. This doesn’t just hinder progress but also demoralizes the team.
Blaming the Team for Mistakes – If every misstep is framed as a failure on the team’s part, it’s time for a reality check. Leaders who fail to take responsibility erode trust and undermine morale, leading to disengagement and even turnover.

Actionable Strategies to Improve Leadership

Once you’ve identified the challenges, it’s time to take action. Jennifer outlines these steps to help business owners turn things around:

Evaluate and Delegate Tasks

Not every task on your to-do list needs to be done by you. Assess your responsibilities and determine what can be delegated to capable team members. Trusting your team fosters collaboration and frees you to focus on high-value leadership activities.

Streamline Your Workload

Many leaders face overwhelm from a bloated task list. Jennifer recommends revisiting your list and asking:
- Is this task still relevant?
- Can it be eliminated or delegated?
Reducing unnecessary tasks clears mental space and allows you to prioritize effectively.

Establish Boundaries to Enhance Focus

Distractions are inevitable, especially when working remotely or managing multiple responsibilities. Jennifer suggests:
- Turning off notifications and placing your phone in another room.
- Setting clear expectations with your team for uninterrupted work periods.
- Using physical or virtual “Do Not Disturb” signs to signal focused work time.

Improve Communication and Set Clear Expectations

Effective communication is the cornerstone of strong leadership. Jennifer recommends using the “Five W’s” for every task:
- What: What needs to be done?
- When: When is it due?
- Why: Why is this task important?
- Where: Where will this task or its output be used?
- How: How should it be completed?
Including the “why” gives your team context, empowering them to innovate and troubleshoot without constant oversight.

Rebuilding Trust and Accountability

Accountability starts with the leader. Jennifer emphasizes the importance of:

Owning Mistakes: When something goes wrong, instead of pointing fingers, ask, “How can I make my expectations clearer?” This shift fosters trust and a collaborative problem-solving culture.
Encouraging Feedback: Create a safe environment where team members feel comfortable providing honest feedback. Junior employees, in particular, may hesitate to share their thoughts unless explicitly invited to do so.

Preventing Leadership Burnout

Being a leader doesn’t mean doing it all. To prevent burnout, Jennifer highlights the importance of:

Allocating Time for Grounding and Reflection: Take time to prepare mentally before tackling big tasks.
Using Tools to Delegate Effectively: Software like project management platforms can help you track progress without micromanaging.
Leveraging Support: Partner with consultants or coaches to enhance your leadership skills and provide an external perspective.

The Cost of Poor Leadership

Unchecked leadership issues can lead to talented team members leaving. Jennifer warns that high-performing employees will often look for opportunities elsewhere if they feel undervalued or unsupported. Retaining top talent requires creating an environment where team members can thrive and feel respected.

Resources to Become a Better Leader

To help leaders improve, Jennifer offers a free resource called the “Be a Better Boss Starter Pack.” This toolkit includes:

The 10 Commandments for Better Leadership: Daily reminders to guide your leadership approach.
Curated Books and Podcasts: Learn from experts who have successfully navigated similar challenges.
Practical Tips: Actionable advice to implement immediately for long-term impact.

Conclusion

Improving leadership is not just about addressing the struggles of your team; it’s about evolving as a business owner. By recognizing your shortcomings, taking accountability, and implementing Jennifer’s practical strategies, you can transform not only your team’s performance but also your business’s trajectory.

If you’re ready to step into your role as an exceptional leader, start by downloading Jennifer’s Be a Better Boss Starter Pack and begin creating the trust, collaboration, and efficiency your team needs to succeed.

Listen to the full episode of the Workergenix Mastermind Podcast for more actionable insights from Joel Oliver on how to leverage podcasting for business growth

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Transcript

Harley Green
Welcome to the Workergenix Mastermind Podcast! Today, we’re joined by Jennifer Conaway from Conscious Business Answers. Jennifer specializes in helping business owners uncover whether their leadership style might be holding their team back. If your projects are constantly delayed or your team seems stuck in chaos, it might not be them—it might be you. Jennifer, thank you for joining us. How are you doing today?

Jennifer Conaway
Thank you, Harley. I’m doing great and appreciate the opportunity to be here. How are you?

Harley Green
I’m doing well, thank you. Let’s start by diving into your background. What led you to create Conscious Business Answers and focus on helping business leaders improve their team dynamics?

Jennifer Conaway
My journey started in a Fortune 100 company where I always felt like a square peg being forced into a round hole. While I struggled to fit into the traditional corporate mold, I was often given out-of-the-box projects. That’s where I discovered the transformative power of data—how presenting it in the right way could shift an entire organization. For someone who initially struggled with math, that was a game-changer.

Eventually, I transitioned into coaching and gained a wealth of experience in online business. I worked with one of the biggest personal development marketers in the country, running her internal mastermind. That role taught me a lot—it was essentially like running a business within a business. However, I noticed a critical gap. While the “business-in-a-box” model worked for many, it didn’t fit everyone, especially heart-led, purpose-driven entrepreneurs with unique needs. I felt the need to step out and create something tailored to those individuals, and that’s how Conscious Business Answers was born.

Harley Green
It sounds like you identified a very specific gap and created a solution to address it. So how did you come up with today’s topic—how business owners might unknowingly be failing their teams?

Jennifer Conaway
It’s a combination of observations from my previous coaching role and experiences with my current clients. Many business leaders have brilliant ideas and incredible visions, but they’re not taught essential management skills—like conflict resolution, human resources, or even general leadership. Whether it’s managing a single VA or a team of 15 in a multi-six-figure business, the challenges are often the same. I’ve been on both sides of this coin: as part of teams where leadership was lacking and as a leader who had to confront my own shortcomings.

Harley Green
That’s so relatable. What are some key red flags or early indicators that a leader might need to reevaluate their approach?

Jennifer Conaway
Absolutely. Here are three common signs:

Recurring Hiring Issues: If you find yourself repeatedly hiring people who “don’t get it,” can’t deliver, or don’t align with your expectations, the common denominator might be you. This often stems from unclear communication or hiring processes.
Becoming a Bottleneck: If your team constantly reminds you about unfinished tasks or projects stall because you haven’t completed your part, you’re likely the one holding things up. This isn’t micromanaging—it’s simply not getting your own work done.
Blaming the Team: If your default reaction to problems is to point fingers—“They didn’t meet expectations” or “They didn’t do it the way I wanted”—that’s a major red flag. As leaders, we hold ultimate responsibility for our teams. Blame undermines trust and morale.

Harley Green
Those are hard truths but incredibly valuable insights. So, for a business owner who identifies with these challenges, what steps can they take to start turning things around?

Jennifer Conaway
Here are a few actionable tips:

Delegate Strategically: Evaluate your task list and decide what you can hand off to your team. Trusting your team not only clears your plate but also empowers them to excel.
Purge Your Task List: Reassess lingering tasks. Are they still relevant or valuable? If not, remove them to reduce overwhelm.
Protect Your Focus Time: Set aside dedicated work hours. Communicate with your team that you’re unavailable unless it’s an emergency. Turn off distractions, like your phone or chat notifications, to stay productive.
Improve Communication: Use the “Five W’s” framework when delegating: What, When, Why, Where, and How. Clearly outlining expectations minimizes confusion and gives your team room to innovate.

Harley Green
I love the focus on the “why.” When your team understands the purpose behind their tasks, they’re better equipped to deliver results and even improve processes. What tools or frameworks do you recommend for fostering clearer communication and better team dynamics?

Jennifer Conaway
The “Five W’s” is a great start. Additionally, encourage open dialogue within your team. Create a culture where feedback is welcome and solutions are a collaborative effort. Trust is key—your team members need to feel safe enough to share their perspectives without fear of judgment.

Harley Green
That trust is essential for any team to thrive. Before we wrap up, could you share a little about your “Be a Better Boss Starter Pack” and how it can help leaders?

Jennifer Conaway
Of course! The “Be a Better Boss Starter Pack” is a collection of tools and resources designed to help leaders grow. It includes the “10 Commandments for Being a Better Boss,” a curated list of books and podcasts, and actionable tips to strengthen team relationships. The goal is to provide leaders with practical, personalized strategies that create lasting change.

Harley Green
Thank you, Jennifer, for sharing these invaluable insights and actionable strategies. I encourage everyone to check out the “Be a Better Boss Starter Pack”—we’ll include the link in the show notes. Jennifer, it’s been a pleasure having you on the podcast.

Jennifer Conaway
Thank you, Harley. It’s been a joy to be here.

How Podcasting Can Transform Your Business: Insights from Joel Oliver

by Dwayne GuevarraWorkergenix Mastermind Podcast December 11, 2024December 10, 2024Comments are Disabled

How Podcasting Can Transform Your Business: Insights from Joel Oliver of East Coast Studio

In today’s digital age, businesses are constantly looking for new ways to connect with their audience, establish credibility, and grow their brand. One of the most effective yet often overlooked strategies is podcasting. As an entrepreneur, you may have thought about starting a podcast but weren’t sure if it was the right move for your business. That’s where expert advice can make all the difference.

In this post, we’ll dive into the key takeaways from a recent conversation with Joel Oliver, founder of East Coast Studio, about the role podcasting can play in scaling your business. From understanding the benefits to overcoming the common pitfalls, here’s why you should consider incorporating podcasting into your business strategy.

The Power of Podcasting for Business Growth

Podcasting is one of the most powerful tools for engaging your audience on a deeper level. It allows you to communicate directly with potential clients, partners, and customers in a format that builds trust, authority, and emotional connection. Joel highlights how businesses can use podcasts to:

Establish Authority and Expertise: By sharing valuable insights and discussing industry topics, podcasting helps you position yourself as an expert in your field.
Connect with Your Audience: Podcasts are intimate. Listening to someone speak for 20-30 minutes builds familiarity, trust, and creates a personal connection that written content can’t match.
Increase Brand Visibility: When done right, podcasts can expand your reach and introduce your business to a wider audience, increasing brand recognition and visibility.
Repurpose Content: The beauty of podcasting is that it gives you content to repurpose across multiple channels—blogs, social media posts, YouTube videos, and more.

Key Considerations Before Launching Your Podcast

While podcasting offers tremendous potential, it’s not without its challenges. Joel stresses the importance of taking a strategic approach before diving into the podcasting world. Here are a few considerations to keep in mind:

Commitment to Consistency
Podcasting is not a one-and-done type of project. To truly see results, you need to commit to consistency. Joel advises that any podcast launched should have a minimum commitment of one year. This ensures you build momentum and establish a loyal listener base. With regular episodes, you’ll have the time to refine your content, increase your reach, and build stronger relationships with your audience.
Outsourcing the Work
Podcasting can be a time-intensive task, especially when you’re juggling other aspects of your business. Joel emphasizes the need for entrepreneurs to assess whether they can handle the production side or if outsourcing is the best option. Handling editing, uploading, promoting, and distributing episodes can quickly eat up your time, so bringing in help is often a smart move.
Setting a Realistic Budget
Joel also addresses the budget considerations involved in podcasting. While setting up a podcast can be relatively affordable, sustaining one over time requires an ongoing budget for equipment, software, and possible outsourcing. As with any business investment, it’s essential to plan financially and ensure that the podcast’s benefits align with your business goals.
Defining the Podcast’s Purpose
Before you even hit “record,” it’s crucial to define the purpose of your podcast. Joel suggests that businesses clarify the goals of their show: Is it to generate leads? Build brand awareness? Educate your audience? Knowing your purpose helps ensure you create valuable content that resonates with listeners.
Leveraging Your Network for Guests
Many successful podcasts thrive on guest interviews. Having industry experts, clients, or partners on your show can provide a fresh perspective and add authority to your content. By bringing in relevant guests, you can tap into their network, expanding your reach while delivering fresh and diverse content to your audience.

How to Repurpose Podcast Content Across Multiple Platforms

One of the greatest advantages of podcasting is the ability to repurpose content for other platforms. After recording a podcast episode, you can use the audio file for a blog post, transcribe it for written content, or create social media snippets. By maximizing the value of each episode, you ensure that your content keeps working for you across different channels.

For example:

Blog Posts: Use your podcast transcription to create a detailed blog post or an outline for future content.
Social Media: Break down key points or quotes from your episodes to share on platforms like Instagram, Twitter, and LinkedIn.
Video Content: Convert your podcast into video format for YouTube, or use highlights for video snippets on social media.
Email Newsletters: Share podcast episodes with your email subscribers, allowing them to engage with your content in a new format.

Final Thoughts

Podcasting isn’t just a trend; it’s a long-term strategy for growth. If you’re serious about leveraging this platform to build your business, Joel’s advice is clear: be consistent, invest the time and resources needed, and stay committed for the long haul. With the right mindset and strategy, podcasting can elevate your business by establishing you as an industry leader, engaging your audience, and increasing visibility across multiple platforms.

If you’re ready to start your podcasting journey, begin by defining your goals, planning your content, and considering the support you need to make it a success. Podcasting is a marathon, not a sprint—but with dedication, it can deliver incredible results for your business.

Ready to Start Your Podcast Journey?

Visit East Coast Studio’s website to schedule a Podcast Vitality Call, get a free guide and a copy of the Guest Prep Sheet.

Listen to the full episode of the Workergenix Mastermind Podcast for more actionable insights from Joel Oliver on how to leverage podcasting for business growth

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Transcript

Harley Green:
Hey everybody, welcome to the Workergenix Mastermind Podcast. Today, we have a special guest, Joel Oliver from East Coast Studio. Joel helps people explore the benefits of podcasting in their business. He’s here to share some of the incredible advantages of using podcasts as a tool for business growth.

Joel Oliver:
Thanks for having me, Harley. It’s great to be here.

Harley Green:
Absolutely! Let’s dive right in. Podcasting has become such a powerful medium for businesses. Why do you think it’s such an effective tool?

Joel Oliver:
Well, first off, podcasts create a unique connection with your audience. There’s a level of intimacy when you’re in someone’s ear for 20, 30 minutes at a time. It’s more personal than an email or social media post. If you can consistently provide value and connect with your audience, they’ll trust you more, which is huge for business growth. It builds your authority in your field, which is one of the most important things in today’s market.

Harley Green:
I completely agree. So what are some of the key benefits a business owner can expect from podcasting?

Joel Oliver:
One of the biggest benefits is that podcasts can extend your reach and help build a loyal community. Unlike other types of content, podcasts are often consumed on the go—whether people are driving, exercising, or doing other tasks. So it’s an effective way to keep your business top-of-mind for your audience.

Another benefit is that podcasting can set you up as an expert. When people listen to you regularly, they start to associate your voice and insights with authority in your field.

Harley Green:
That makes total sense. What would you say to someone who’s thinking about starting a podcast but is hesitant about the commitment involved?

Joel Oliver:
That’s a great question. The first thing I’d say is to look at the long-term commitment. Podcasting isn’t a quick fix. It takes time to build a following and gain momentum. You really need to assess whether you can invest the time and energy required to produce valuable content consistently.

But here’s the thing—if you’re outsourcing the production of the podcast to someone who can manage the tech side and editing, it frees you up to focus on content creation and your business. You need to decide if you’re going to handle everything yourself or work with a team who can help you manage the workload.

Harley Green:
That’s an important point. Do you think podcasting is something every business should consider, or is it more for specific industries?

Joel Oliver:
I think podcasting is a great tool for a wide range of businesses. It doesn’t matter what industry you’re in; if you’re looking to establish authority, build trust with your audience, and create a deeper connection, podcasting can work. But, of course, it’s not a one-size-fits-all approach. Some industries may be more suited to it than others. For example, B2B companies or those in professional services often see great results from podcasting because they can dive deeper into topics and provide value that resonates with their target market.

Harley Green:
Right, so it’s all about finding the right fit. What’s the investment that’s typically required for someone to get started with podcasting?

Joel Oliver:
It depends on how you want to approach it. You need to think about equipment, software, editing, hosting fees, and potentially the cost of outsourcing. The main investment is the time commitment to creating content, but once you have a good system in place, it becomes more efficient. And, of course, there’s the financial aspect. Are you going to be able to outsource that work, or will you try to learn how to do everything yourself? If you’re going to take it on, it’s important to consider whether you have the time to do so.

Harley Green:
Right. And then, of course, there’s the return on investment (ROI) that you need to think about.

Joel Oliver:
Exactly. You also need to ensure you’re committing for the long term. How long can you realistically sustain the podcast with the budget and time horizon that will lead to success? If you’re in it for the long haul, you’ll see a return, but it’s not immediate. So, ask yourself: Can you afford to stay consistent over the long term?

Harley Green:
I think that’s key. Whether you’re doing it yourself or outsourcing, podcasting needs to be part of a strategic business plan. It’s not just about creating content—it’s about creating the right content and sticking with it.

Joel Oliver:
Absolutely. It’s a commitment, but the results can be incredible if done right. And remember, it’s not just about producing the podcast; it’s about how you leverage that content across other platforms. The podcast can feed into your email marketing, social media, and website content.

Harley Green:
Such great insights, Joel. Thank you for sharing your expertise with us today. I know our listeners will find this conversation valuable.

Joel Oliver:
It’s my pleasure, Harley. Thanks again for having me.

Unlock Business Savings: Expert Tips to Cut Costs and Boost Profitability

by Dwayne GuevarraWorkergenix Mastermind Podcast December 4, 2024December 3, 2024Comments are Disabled

Unlock Business Savings: Expert Tips to Cut Costs and Boost Profitability

Running a successful business means keeping a close eye on your finances, but it’s not always easy to spot hidden costs or inefficiencies. That’s where Erika Giuggio, an expert in cost reduction from Schooley Mitchell, steps in. In a recent episode of the Workergenix Mastermind Podcast, Erika shared insights on cutting expenses, identifying overlooked savings, and creating a streamlined business. Let’s dive into the key takeaways and actionable strategies she discussed.

The Importance of Cost Optimization

Erika highlights a common issue: business owners often act as operators rather than CEOs, bogged down by day-to-day tasks and unable to see the big picture. This operational overload not only hinders growth but can also mask inefficiencies in spending. By focusing on cost optimization, businesses can free up resources to reinvest in growth, innovation, or critical areas like marketing and talent acquisition.

The Three-Step Approach to Cost Reduction

Erika’s process is designed to be straightforward and effective:

Discovery Call: Understand the nature of the business, its current expenses, and challenges.
Analysis and Value Report: Analyze expenses and provide a detailed report highlighting potential savings.
Decision Time: Business owners decide whether to implement the recommended changes, with no obligation.

This hands-off approach mirrors the work of an accountant: you provide the data, and the experts handle the rest.

Hidden Fees: What Vendors Don’t Tell You

A recurring theme in Erika’s advice is the presence of hidden fees in everyday expenses. Some examples include:

Merchant Services: Look for unnecessary global fees if your business operates domestically.
Telecom Bills: Evaluate if all services are necessary or if costs can be reduced with VoIP or other alternatives.
Waste Management: Be aware of added fees over time and explore renegotiation opportunities.
Shipping Costs: Understand logistics, tariffs, and potential refunds for delayed deliveries.

Erika’s expertise lies in uncovering these often-overlooked areas, saving clients significant sums.

The Role of Delegation

One of the most critical steps for business owners is letting go of tasks. Erika shared her personal journey of transitioning from a hands-on approach to leveraging virtual assistants (VAs) and specialists. She emphasized the importance of:

Creating Clear Processes: Provide detailed instructions and expectations upfront.
Investing in Expertise: Hire professionals who can deliver quality work, freeing you to focus on strategic goals.
I Do, We Do, You Do Framework: Start by doing tasks yourself, transition to collaboration, and finally delegate fully.

Delegation isn’t just about saving time—it’s about adding value to your business.

Strategies for Times of Crisis

Cost reduction becomes even more critical during challenging times. Erika explained how businesses in crisis can benefit from immediate savings in categories like SaaS subscriptions, shipping, and waste management. These savings can provide much-needed breathing room, allowing businesses to stay afloat, reinvest, or support their teams.

Key Takeaways for Business Owners

Understand Your Expenses: Treat every bill like your phone bill. Know what each line item means and challenge unnecessary fees.
Invest Wisely: View delegation and outsourcing as investments, not just expenses.
Embrace Cost Optimization: Regularly evaluate your vendor contracts and expenses to uncover hidden savings.
Plan for Growth: Use savings to fund strategic initiatives like marketing or hiring, accelerating your business’s trajectory.

Start Saving Today

Erika’s expertise shows that optimizing costs isn’t just about cutting back—it’s about working smarter. By identifying hidden savings and creating efficient processes, businesses can unlock resources to fuel their growth.

Ready to take the first step? Schedule a free expense audit with Erika Giuggio and her team at Schooley Mitchell. It’s time to plug the holes in your financial boat and set sail toward greater profitability. Check out their website for resources and more!

Listen to the full episode of the Workergenix Mastermind Podcast where Erica dives even deeper into actionable strategies for business cost reduction.

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Transcript

Harley Green
Hey everybody, welcome to the Workergenix Mastermind podcast. Today we have a very special guest who is an expert in reducing business costs so that you can be more profitable—meaning taking home more money. Erica is with Schooley Mitchell. She has years of experience working in marketing as an entrepreneur and even had a patent by age 21. We’re really excited to hear what she has to say and learn some valuable tips on reducing expenses today. Erica, welcome.

Erika Giuggio
Harley, thank you so much for having me.

Harley Green
Tell me about this patent you had when you were 21. I’m excited to hear about that.

Erika Giuggio
When I was 21, that was my first step into business. I read a book about solving everyday problems and filing patents. It was in the cosmetics industry, and I created a brush that detaches. If you’ve ever worked with paintbrushes, you know the glue often becomes unattached when exposed to water.

Harley Green
Very cool. What was that process like? Did you file it yourself or work with an attorney?

Erika Giuggio
It was an interesting process because I didn’t know anything at the time. I went to a firm in Toronto that works with patent offices across Canada and the U.S. The process involved a lot of back and forth and changes. It took about five years to get approval in the U.S., and I’m still waiting for approval in Canada.

Harley Green
Wow, that’s a long haul! Tell us more about your journey from being a patent inventor to becoming a business cost reduction expert.

Erika Giuggio
It’s been quite a journey. After creating the patent, I realized I needed more help than I let on. That’s when I went back to school to get my marketing degree. While the patent process was still ongoing, I started a marketing agency. This was during the peak of the pandemic, and since jobs were scarce, I decided to create one for myself.

In my marketing work, I noticed many business owners were like boats with multiple holes—they had financial leaks they didn’t even realize. I realized that helping businesses reduce costs could give them the resources to invest in other areas. I was introduced to the cost reduction space, and it was a lightbulb moment. Helping businesses save money can keep them afloat, reinvest in growth, or even prevent bankruptcy.

Harley Green
That’s powerful. What are some of the first steps you take when working with a business to identify those financial “leaks”?

Erika Giuggio
The first question I ask is, “Where do you want to be in five or ten years?” That usually turns into a therapy session where the business owner spills everything. What I often find is that they’re acting more like operators than CEOs—they’re doing everything themselves.

From there, I analyze their bills to find savings within their current vendors. If I can’t find savings there, I look into our network of 3,700 vendors across the U.S. and Canada. We find savings 80% of the time. For the other 20%, they’re already doing a great job, which is also a win.

Harley Green
Do you ever find situations where eliminating expenses is better than switching vendors?

Erika Giuggio
I don’t like to eliminate things without understanding their purpose. For example, I worked with a construction company that had four different phone lines for each project. Instead of eliminating, I suggested consolidating to one phone system with multiple lines or using walkie-talkies. It’s more about optimizing the process and ensuring everything and everyone adds value.

Harley Green
How do you help businesses stay on track after identifying areas to cut costs?

Erika Giuggio
I tell them to treat their bills like their cell phone bill—understand every line item. If something doesn’t make sense, ask your vendor for clarification. For example, in merchant services, you might see a global fee. If you only do business locally, that’s a fee you can eliminate. Similarly, telecom costs can often be reduced by switching to VoIP or negotiating better plans.

Harley Green
You mentioned strategies for times of crisis. Can you share an example of how you help businesses during those moments?

Erika Giuggio
In times of crisis or even during mergers or acquisitions, we can step in and analyze expenses across categories like telecom, shipping, SaaS, waste management, and more. For example, we might identify $60,000 in savings across multiple areas. That money can be reinvested into the business or used to weather the crisis.

Harley Green
When should business owners start delegating tasks, and what roles do you often recommend outsourcing first?

Erika Giuggio
Marketing is a big one. When I started, I did everything myself, including dedicating Saturdays to marketing. But as you grow, you need to let go. Once you’re earning $5,000–$10,000 per month, it’s time to evaluate what tasks you can delegate. Think about your opportunity cost—if you make $300 an hour, it’s better to delegate tasks like marketing to someone who specializes in it.

Harley Green
How do you advise business owners to transition when they start delegating tasks?

Erika Giuggio
Set up a process and system for the person you’re delegating to. Don’t just hand them a task without clear instructions. Show them how you do it, let them ask questions, and give them the tools to thrive. You might find they improve your process, but only if you’ve set them up for success.

Harley Green
You mentioned hidden fees in waste management and shipping. Can you elaborate on how businesses can save in these areas?

Erika Giuggio
In shipping, vendors might not tell you about warehousing fees, customs, or tariffs. For waste management, companies often add hidden fees over time. Understanding contracts and negotiating terms is crucial. For merchant services, you can often negotiate interchange fees.

Harley Green
What’s the process for someone who wants to work with you to reduce their expenses?

Erika Giuggio
It’s simple—three steps. First, we have a discovery call to understand your business and expenses. Then, you sign a letter of authorization, allowing us to analyze your bills. In four to six weeks, we present a value report outlining potential savings. You decide whether to implement the changes.

Harley Green
Everyone, if you’d like a free expense audit from Erica, I encourage you to connect with her. We’ll have the link in the video description below. Gather your expenses and let Erica take a look—it’s worth your time. Thank you so much for sharing these tips today, Erica.

Erika Giuggio
Thank you for having me, Harley.

From Technician to CEO: Transforming Your Service Business for Success

by Dwayne GuevarraWorkergenix Mastermind Podcast November 27, 2024December 5, 2024Comments are Disabled

From Technician to CEO: Transforming Your Service Business for Success

Service businesses often face unique challenges: balancing day-to-day tasks, managing client expectations, and ensuring profitability. For this week’s Workergenix Mastermind Episode, we’re joined by Dylan Jones, a seasoned entrepreneur with over a decade of experience.

Dylan has spent over 12 years building businesses from the ground up. As a recent dad of two young boys under 2.5, his current focus is on creating more time to spend with his family. However, this wasn’t always the case. For nearly nine years, Dylan worked relentlessly, eventually reaching the point of severe burnout in 2019, which led to the closure of one of his businesses. At just 32 years old, a doctor warned him that his intense work habits were life-threatening, telling him “You need to stop or you’re going to die”.

Dylan faced a turning point.

With a deep passion for entrepreneurship, Dylan founded Profit Launchpad—a hybrid consultancy and agency designed to help service businesses address foundational challenges as they scale past their first million in revenue, countering the common practice of overworking and under-earning.

Let’s dive into the key takeaways from our conversation with Dylan, where we explored strategies for growth, overcoming common challenges, and optimizing marketing and operations.

1. Understanding the Technician-to-CEO Transition

Many service business owners start as technicians—masters of their craft. But running a business requires a completely different skill set. According to Dylan, the first step is embracing the mindset shift: recognizing that being a great technician is not the same as being a great business leader.

The CEO mindset involves stepping back from daily tasks, delegating effectively, and focusing on long-term strategy. It’s about learning to trust your team, train them well, and create systems that allow your business to thrive without you being involved in every detail.

2. Building Confidence Through Structure

Dylan’s Confidence, Efficiency, Optimization (CEO) framework offers a clear roadmap for growth:

Confidence: Understand your business numbers, such as cost per lead and customer acquisition costs. These insights give you the clarity to make informed decisions.
Efficiency: Streamline operations to save time and reduce waste. This might involve automating lead generation or implementing better training for your staff.
Optimization: Fine-tune your processes to maximize profitability, whether through improving your sales system or ensuring your marketing dollars are well spent.

For many business owners, confidence in their numbers is the most transformative element. It’s hard to scale a business when you don’t know what’s working and what isn’t. Tools like a CEO dashboard—tracking key metrics weekly—help make this process manageable.

3. The Role of Marketing in Scaling Your Business

Marketing can feel overwhelming for service business owners, but Dylan emphasized that it doesn’t have to be a mystery. At Profit Launchpad, he helps clients implement a straightforward local marketing system that focuses on key platforms like Google, Instagram, and Facebook.

Rather than relying entirely on external agencies, Dylan advocates for educating business owners on how marketing works. Understanding metrics like cost per lead allows you to evaluate campaigns effectively and set realistic growth goals.

A major takeaway: responding to leads within five minutes increases your chances of closing a deal by 100 times. Speed and customer service are critical in today’s competitive landscape, especially for home service businesses where potential clients often contact multiple providers.

4. Overcoming Common Challenges

One recurring issue Dylan encounters is resistance to delegation. Many technicians-turned-business-owners hesitate to hire help, fearing a loss of control or financial strain. However, this mindset can cap your business’s growth.

Dylan recommends starting small: hiring an executive assistant or marketing coordinator to handle basic tasks. This frees you up to focus on scaling the business rather than being consumed by day-to-day operations. By investing in the right people and tools, you can create a business that operates efficiently and profitably without requiring your constant involvement.

5. Knowing Your Numbers: The Key to Smart Decisions

Many service business owners operate without a clear understanding of their financials, relying instead on instinct or outdated pricing models. Dylan stressed the importance of knowing metrics like:

Cost per lead (CPL): The amount spent to acquire each new lead.
Customer acquisition cost (CAC): The total cost of converting a lead into a paying customer.
Profit margins: Ensuring your pricing aligns with your true costs and growth goals.

Without these numbers, it’s nearly impossible to scale effectively. Dylan offers a simple calculation for determining cost per lead, which forms the foundation for developing a robust marketing strategy.

6. Investing in Long-Term Growth

Scaling a service business requires a combination of mindset, strategy, and investment. Whether you aim to build a $1M business or a $10M empire, Dylan emphasized the importance of aligning your goals with the resources you’re willing to dedicate—both financial and personal.

For those considering selling their business, optimization is key. A well-structured, profitable business not only commands a higher price but also gives owners the flexibility to step back and enjoy more passive income, whether they sell or keep the company.

Conclusion

Transforming your service business isn’t just about working harder—it’s about working smarter. By embracing the technician-to-CEO transition, mastering your numbers, and implementing systems for efficiency and growth, you can create a business that thrives for years to come.

Check these out

Check out Dylan’s website for more resources and information!

And as a bonus for our readers, Dylan is offering a 1 hour free strategy call to anyone who books using this link to help you grow your business – https://api.leadconnectorhq.com/widget/bookings/1-hour-free-strategy-call

If you’re ready to take the next step, listen to the full podcast episode with Harley Green & Dylan Jones to learn more about his proven framework and create actionable strategies for scaling your service business with confidence. 🚀

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Transcript

Harley Green:
Hey everybody. Welcome to the Workergenix Mastermind podcast. Today we have special guest Dylan Jones with Profit Launchpad. He helps service businesses go from technician to CEO with confidence, efficiency, and optimization. So if you are looking to avoid overworking and under-earning, Dylan’s going to be the guy to talk to. Thanks for joining us today, Dylan. How are you?

Dylan Jones:
Great, Harley. Thanks for having me on.

Harley Green:
So tell us a little bit about your background. You’ve got many years of entrepreneurial experience working in service industries. How did you come to Profit Launchpad?

Dylan Jones:
I’ve been working around trades or blue-collar businesses for a lot of my career. In 2021, I co-founded a consulting firm focused on due diligence for private equity teams, both pre-sale and post-sale. We would evaluate businesses to identify areas for improvement. This came from my experience of building, selling, and occasionally crashing businesses—lessons on what works and what doesn’t.

In early 2023, I decided to go out on my own after seeing too many service business owners sell prematurely without optimizing their operations. This inspired Profit Launchpad, where our mission is to help owners optimize and automate for better outcomes. Whether it’s selling for more or creating a self-sustaining, cash-flowing business managed by someone else, we guide owners from being technicians to business leaders—and eventually CEOs.

Some clients reach the business owner level and are content to extract cash from the business. Others want to go to the next level. We’ve built an Ascension Program with group courses, one-on-one coaching, and a recently launched lead generation and local marketing system. We teach business owners how to manage marketing internally for a much higher ROI, rather than relying solely on agencies with lackluster returns.

Harley Green:
You hit on a lot of great topics that resonate with me, especially about creating saleable assets. When you have a business that’s ready to sell, it’s often a great business to own as well. You might effectively “sell” it to yourself by hiring an operator to run it, turning it into a passive income source. What challenges do you see with technicians who are trying to grow from six figures to seven?

Dylan Jones:
The biggest challenge is accepting that they don’t yet know how to run a business. For instance, an HVAC technician may have mastered their trade over 10-15 years, but business is a whole different skillset. It requires understanding marketing, sales, delivery processes, cash flow, and leadership. Most business owners micromanage, overwork, and don’t trust their team.

A huge hurdle is the lack of proper training. That’s why the first part of our program focuses on mindset and vision. Owners need to decide what they want from their business and who they want to become as leaders. Once they embrace the need to learn and grow, the path to seven figures becomes clearer.

The time to reach seven figures depends on the industry. For example, commercial service providers with large contracts may get there faster than B2C service providers. But scaling to seven figures always involves costs—usually six figures upfront. Our framework emphasizes confidence, efficiency, and optimization, helping owners map out their goals and the steps to achieve them.

Harley Green:
We often see business owners hesitate to hire their first employee, especially when it comes to administrative help. They want to do everything themselves, which limits their growth. Tell us about your marketing framework and how it helps owners.

Dylan Jones:
Our marketing framework is straightforward but powerful. We help owners understand why platforms like Google, Facebook, and Instagram matter, how ads work, and the importance of service pages and websites. It’s a mix of one-on-one training and self-paced learning.

We focus on building a system rooted in math. For example, we determine the ideal cost per lead and build a strategy backward from the owner’s vision. If someone aims to build a $10 million business, we calculate the necessary marketing budget and ROI to achieve that goal.

Many agencies promise a certain number of leads, but they don’t address whether the owner can handle that volume or afford the cost. Our approach ensures the entire system—sales, delivery, and marketing—is aligned. Owners learn to manage small lead volumes initially and scale as they hire staff and refine processes.

Harley Green:
We see similar issues in home service businesses, where leads are lost because the owner is too busy to answer calls. Those leads often go to competitors. Hiring someone to handle calls and marketing can pay for itself almost immediately.

Dylan Jones:
Absolutely. Responding to leads within five minutes increases your chances of closing by 100 times. Automation tools can also help route calls, send follow-ups, and ensure leads are handled promptly. In today’s market, top-notch customer service at lightning speed is non-negotiable.

Harley Green:
Many business owners struggle with understanding their finances, which affects their ability to set an appropriate marketing budget. How do you help them figure out their cost per lead?

Dylan Jones:
It’s critical to know your cost per lead (CPL). If you don’t, you’re guessing with your pricing and strategy. Calculating CPL is straightforward—it’s the total cost of a marketing channel divided by the leads it generates.

For example, if you spend $1,000 on Google ads and get 10 leads, your CPL is $100. Knowing this helps you make informed decisions. If those leads generate $1,000 each, you should increase your ad spend.

We train owners to understand these numbers and set up systems to track key metrics weekly. This allows them to identify issues and grow their business strategically. You can’t outwork your business—it will always demand more. Knowing your numbers gives you the confidence to scale sustainably.

Harley Green:
Dylan, you’ve shared so many valuable insights today. For listeners looking to gain confidence, build efficient systems, and grow their business, get in touch with Dylan. We’ll link his Instagram in the description. Reach out for tools like his CPL calculator to get started.

Dylan Jones:
Thanks, Harley. This was a lot of fun. I appreciate the opportunity to share!

Mastering SEO for Your Blog and Website: Insights from Rachel Lindteigen of Etched Marketing

by Dwayne GuevarraWorkergenix Mastermind Podcast November 20, 2024December 5, 2024Comments are Disabled

Mastering SEO for Your Blog and Website: Insights from Rachel Lindteigen of Etched Marketing

In today’s digital world, where visibility is everything, understanding and applying search engine optimization (SEO) can be a game changer for your business. We recently had the pleasure of speaking with Rachel Lindteigen, founder of Etched Marketing and a 20-year veteran in the digital marketing industry, on the Workergenix Mastermind podcast. Rachel’s journey from journalism to SEO is full of lessons and practical strategies that can transform the way you think about your website’s searchability and your content’s effectiveness. Here are some of the key takeaways from our enlightening conversation.

Why SEO Matters More Than Ever

Have you ever wondered why some websites seem to show up every time you search for something, while others are buried pages deep? That’s the magic of SEO. But what exactly is it, and why should you care? Rachel explains, “SEO stands for Search Engine Optimization. It’s about making your content easier for search engines to understand and, as a result, more likely to be shown to people actively searching for your content or services.”

Unlike paid ads that interrupt a user’s activity (think about the Facebook ad you scroll past), SEO targets users who are already looking for what you offer. “The click-through rate for organic search results is exponentially higher than that for paid ads,” Rachel highlights. In fact, the number one organic search result on Google captures about 37% of clicks, a striking difference from the typical 1% click-through rate of ads.

Where to Begin with SEO: Know Your Audience

Rachel emphasizes that before you even think about keywords, you need to know your ideal client. “Who are you helping? What questions do they have? What problems are they looking to solve?” she asks. Creating an ideal client persona helps you understand what content will be valuable to them.

“Think of your ideal client as well as you know your best friend,” Rachel suggests. Once you have a clear picture of who your audience is, create content that answers their questions and provides genuine value. This isn’t just good marketing; it’s the foundation of effective SEO.

Keyword Research: The Gateway to Visibility

Once you know your audience, it’s time to dive into keyword research. Rachel shares a case study of a Montessori preschool in a Houston suburb. “We targeted not just ‘Montessori preschool’ but expanded to terms like ‘preschool’ and ‘daycare,’ gradually working up to higher-competition keywords.” This strategy took time—about four years to fully dominate their niche—but it was worth the investment.

Rachel also explains how understanding specific search terms can yield big results. She cites a coaching client who discovered that the keyword “AUDHD coach” had 14 times the search demand compared to “ADHD coach.” Just by optimizing her content for this keyword, her search rankings improved by eight pages in two days.

The lesson? Use a keyword research tool to find terms your audience is using, and don’t be afraid to think locally if you’re a service-based business. Keywords should reflect not just what you do, but also where you do it.

The Timeline of SEO Success

Many business owners want to know: how long does it take to see results from SEO? Rachel is clear that it’s not an overnight process. “You’re looking at 12 to 24 months to see significant results, but you’ll have smaller wins along the way,” she explains. Think of it as a long-term investment, like a retirement account. Small, consistent efforts over time can yield exponential growth in organic traffic.

Writing Content: Avoid the AI Pitfall

With the rise of AI tools like ChatGPT, many content creators are tempted to use AI to write blog posts. Rachel warns against relying solely on AI. “Google has cracked down on AI-generated content that’s not helpful or accurate,” she says. While AI can help with brainstorming ideas or creating outlines, your content still needs a human touch to be valuable and trustworthy.

Rachel also mentions the importance of helpful content. Google’s updates penalize websites that host unhelpful, generic content. Your focus should be on creating unique, user-friendly articles that address your audience’s needs.

Local SEO and Google Business Profiles

For local businesses, optimizing your Google Business Profile is crucial. Rachel advises, “Set it up yourself. It takes five to ten minutes, and you don’t need to pay anyone to manage it.” Ensure your profile is complete with accurate business hours, a detailed description, and relevant keywords. Your Google Business Profile might even rank higher than your website on search results, giving you valuable visibility.

Creating a Consistent Content Strategy

Rachel’s ultimate advice for content strategy is to be consistent. “If you have the capacity, aim for one blog post a week,” she suggests. Each well-optimized blog post is a new opportunity to rank on Google and drive organic traffic. It’s not about creating content for content’s sake but about providing meaningful information that serves your audience.

Resources to Get Started

Rachel has developed several resources to help small business owners master SEO. She offers a Beginner’s Step-by-Step Guide to SEO and a 101 Webinar that walks you through the essentials of optimizing your content. “You don’t have to be tech-savvy to do SEO,” she says. “If I can master it, you can too.”

Her key message is to start now. Learn the basics, implement what you can, and understand enough to be able to hand it off if you choose to outsource. Protect your business by being informed.

Check these out

Check out Rachel’s Simple SEO Podcast & visit her website for more information about her FREE SEO class. Remember, SEO is a journey, not a sprint—but the results are well worth the effort.

You can also listen to this episode here:

🔗Spotify

🔗Apple Podcast

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Transcript:

Harley Green
Hey everybody, welcome to the WorkerGenix Mastermind podcast. Today, we have a special guest who will be sharing insights on SEO optimization for blogs, websites, and tips to ensure you rank number one when potential clients are searching for you. Rachel Lindteigen, founder of Etched Marketing, brings 20 years of experience as a self-described “word nerd” who loves writing and thinking about writing but isn’t technical. Rachel, welcome to the podcast.

Rachel Lindteigen
Hi, thank you so much for having me. I’m thrilled to be here today.

Harley Green
Rachel, you have an impressive 20 years of experience. What brought you to this point with Etched Marketing?

Rachel Lindteigen
I started my career studying broadcast journalism, thinking I’d become a reporter. However, I quickly realized it wasn’t financially sustainable. I transitioned to marketing—a field my father had always encouraged me to explore. At the same time, digital marketing was emerging, and platforms like Google were evolving. I worked in various roles, from local marketing and event management to corporate and agency work, all of which deepened my passion for content and digital strategy.

One turning point was in 2012, during the era of Google’s Panda and Penguin updates, where creating high-quality, authentic content became essential. This shift made my journalism degree, once undervalued, incredibly sought after. My diverse background enabled me to transition into digital marketing seamlessly.

I eventually founded Etched Marketing to teach small business owners how to navigate SEO and content marketing in a non-technical way. My mission is to simplify SEO and help others use it to grow their businesses.

Harley Green
For business owners just starting out, SEO often feels overwhelming. What exactly is it, and why is it so important?

Rachel Lindteigen
SEO, or Search Engine Optimization, is about making your content—whether it’s a blog, website, or podcast—easier for search engines to understand. This increases the likelihood that your content will appear when someone searches for relevant topics.

Unlike ads, which interrupt people as they scroll through social media, SEO targets users actively looking for your product or service. This leads to higher conversion rates and greater trust since consumers tend to prefer organic search results over ads.

Harley Green
Where should someone begin if they’re new to SEO?

Rachel Lindteigen
Start with the fundamentals:

Know Your Ideal Client: Understand who they are, what questions they have, and how you can help them.
Keyword Research: Use tools like Google or a keyword research platform to identify terms your audience uses to search for your offerings.

For local businesses, focus on “local SEO” by targeting keywords that include your city or community. For example, a Montessori school I worked with ranks for keywords like “Montessori preschool [city name]” and “daycare [city name].” Over time, this strategy has driven 60-80% of their leads.

Harley Green
What kind of timeline and investment should someone expect when implementing SEO?

Rachel Lindteigen
SEO is a long game. Typically, you’ll see significant results in 12-24 months. That said, small wins can happen sooner. For example, one of my students updated her website with a new keyword and moved up eight pages in Google rankings within two days.

If you hire an expert, expect to invest around $2,000 per month for a comprehensive SEO program. Alternatively, you can learn SEO yourself. I recommend dedicating an hour a week to learning and creating one blog post weekly. Each optimized post is another opportunity to rank and attract clients.

Harley Green
There’s a lot of buzz about using AI for content creation. Can AI replace traditional SEO practices?

Rachel Lindteigen
AI tools like ChatGPT can be useful for brainstorming and creating outlines, but they shouldn’t write your content. Google prioritizes high-quality, original content, and AI-generated text often lacks depth or accuracy.

Avoid shortcuts like buying backlinks or overusing AI-generated posts. These tactics may yield temporary results but can harm your website’s long-term rankings when Google inevitably cracks down.

Harley Green
How do Google Business Profiles tie into SEO strategies?

Rachel Lindteigen
A Google Business Profile is essential for local businesses. It allows potential clients to find you on Google Maps and local search results. Setting up your profile is free and straightforward—don’t fall for scams that charge for setup or management. Include relevant keywords in your description, update your hours, and add a few photos.

Sometimes, your Google Business Profile will rank higher than your website, which is fine because it increases your visibility.

Harley Green
You’ve shared so much valuable information. Do you have resources for listeners who want to dive deeper into SEO?

Rachel Lindteigen
Yes! I offer a beginner’s step-by-step guide to SEO, which includes a checklist for optimizing website pages and blog posts. I also have an SEO 101 webinar that helps business owners decide whether to tackle SEO themselves or outsource it. Both resources are available on my website.

Additionally, my podcast, The Simple SEO Podcast, provides actionable tips for organic marketing and ranks as one of the top marketing podcasts on Apple.

Harley Green
Thank you, Rachel, for sharing your expertise. We’ll link all your resources in the description. Everyone, be sure to check out Rachel’s website and podcast to learn more about mastering SEO.

Rachel Lindteigen
Thank you so much for having me. It’s been a pleasure.