Scaling with Intention: Insights from the Executive Edge Panel on Hiring for Strategic Growth

Scaling with Intention: Insights from the Executive Edge Panel on Hiring for Strategic Growth

In today’s fast-moving business landscape, hiring isn’t just about adding bodies—it’s about building impact. That was the central theme of our Executive Edge panel, hosted by Workergenix founder and CEO, Harley Green. This dynamic session brought together an elite lineup of business leaders to explore the often-misunderstood art of hiring with strategy, purpose, and long-term vision.

Preferred listening on the go? Catch the full podcast episode on Spotify and Apple Podcasts.

Meet the Panel

The June edition featured powerhouse panelists with deep experience in operations, team-building, and scalable business strategy:

Each guest shared their unfiltered insights on when to hire, how to delegate without abdicating, and what it truly takes to scale without burnout.


The Myth of “More People = More Progress”

Harley kicked things off by challenging a common myth: that hiring more people automatically leads to more output. Susan Fennema was quick to point out that without systems and structure, more team members can lead to confusion, not productivity. Clay Posey shared a vivid story from his early career, cautioning against the “military math” of assuming 200 workers can accomplish a 200-hour job in one hour. As he emphasized, each new hire introduces complexity and potential inefficiencies if not integrated with intention.


Stories of Game-Changing Hires

Each panelist shared a story of a single hire that transformed their business. For Susan, it was a part-time virtual assistant who evolved into her full-time Director of Operations—and future successor. Jason Rosado recounted how helping a client hire a project manager doubled their revenue and cut work hours in half. Mike Slinker highlighted the essential difference between visionary leaders and tactical implementers, explaining how hiring a strategic executor turned a high-growth church organization around.

Clay emphasized the leap of faith (and data) required to hire a manager before the chaos hits. His early-year hire freed him up for business development and helped match the company’s entire prior-year revenue by mid-year.


Where to Start: Ops, Sales, or Admin?

There was a healthy debate on where founders should begin scaling. Susan recommends getting out of day-to-day operations first, especially for small businesses. Jason focuses on aligning the owner’s strengths and passion with their role and building the org chart around that. The consensus? Every founder’s path is different, but clarity on your unique value is non-negotiable.


Hiring Fails & Lessons Learned

No panel on hiring would be complete without talking about what not to do. Clay shared a painful (but valuable) lesson about hiring without clear systems. Jason stressed the need for two-way interviews, encouraging founders to ask tough, disqualifying questions to reveal fit. Mike urged business owners to recognize the art of interviewing, and Susan warned about mixing business with family without a clear exit.


Knowing When It’s Time to Hire

The panel closed with actionable frameworks for recognizing when it’s time to bring someone in. Jason shared how he uses vision-based planning and energy coaching to help clients tune into their internal compass. Susan and Clay emphasized data and financial forecasting. Mike introduced a “rubber band” analogy—watching for stretch and stress as signals that your team’s capacity is maxed out.


Final Takeaways

If there’s one thing this panel made clear, it’s that hiring is never just about filling a role. It’s about aligning vision, values, and capacity to drive the business forward. When done right, a single hire can transform a company’s culture, revenue, and trajectory.

Let’s build the team that brings your vision to life.
Book a free strategy call here.

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Transcript

Harley Green:
Welcome, everyone. I’m Harley Green, founder and CEO of Workergenix, where we help executives and leadership teams stay focused on high-impact activities by delegating the rest to highly skilled, AI-leveraged Ultimate Executive Assistants. I’m thrilled to moderate today’s Executive Edge live panel with a group of powerhouse leaders who understand that hiring should be about strategic impact, not just headcount.

Our panelists include:

  • Clay Posey, CEO and founder of Clearbox Strategies, with over 30 years of experience in data-driven growth strategy and scalable team building.
  • Susan Fennema, CEO and founder of Beyond the Chaos, is an operations expert helping business owners escape the weeds through strategic support hires.
  • Mike Slinker, CEO of Tennessee Memories and founder of Slinker Consulting, is a visionary who has built value-driven teams across industries.
  • And joining us shortly will be Jason Rosado, founder of Distinctive Coaching for Business Success.

Let’s jump right in.

Why Do Leaders Think More People = More Progress?

Susan Fennema:
Often, leaders feel overwhelmed and assume hiring more people is the solution. But that doesn’t always address the root problem. It adds overhead and interpersonal complexity, and without strategic clarity, more people won’t solve the issue.

Mike Slinker:
Many leaders equate headcount with productivity. But real progress lies at the intersection of vision and execution. It’s about finding the right implementers to match your vision, not just more hands.

Clay Posey:
This reminds me of my first job under a retired Marine Colonel. He joked that if a project needed 200 hours, a general would say, “Great, bring 200 men and do it in an hour.” But adding people doesn’t linearly increase productivity. There’s overhead, training, and diminishing returns.

Jason Rosado:
People think hiring is a way to duplicate themselves. It sounds easy in theory, but it’s complex in practice. If not done right, you create more work, not less.

Turning Points: Stories of a Key Hire

Mike Slinker:
While serving as Executive Pastor at a large church, the lead pastor had vision but lacked tactical execution. My role became about implementing systems so ministry directors could align with that vision. It reinforced how critical it is to support visionary leaders with operational strength.

Susan Fennema:
A few years ago, I hired a part-time VA who is now my full-time Director of Operations and right-hand. Her growth has been remarkable. When you hire someone aligned with your values and culture, they become a true extension of you.

Jason Rosado:
A client of mine, Andrew, had a team but was doing 70-hour weeks because he didn’t trust them. We reorganized his structure and hired a project manager to act as a buffer between him, his team, and clients. Within six months, he doubled his revenue and cut his hours in half. That one hire changed everything.

Clay Posey:
Hiring a Head of Operations this past January was pivotal. Even though she’s still ramping up, we’ve already matched last year’s revenue halfway through this year. That hire freed me to focus on business development, and it’s paid off tremendously.

Where Should You Start When Building Support Teams?

Susan Fennema:
Start by removing the owner from operations. Focus on sales, finance, and strategic oversight. Outsource marketing early if possible, and use fractional or part-time hires. You don’t need a full-time COO at $250k; there are more scalable ways to get help.

Jason Rosado:
Start with the owner’s passion. What do they love? What brings ROI? Then outsource or delegate the rest. I even have my clients create a job posting for themselves to define their dream role. From there, we build around them.

Mike Slinker:
You must assign a value to each role. Understand who brings the most value to each function and align hires accordingly.

Clay Posey:
Remember to delegate, not abdicate. Culture starts with the founder. Define and measure it. Whether you’re hiring locally or globally, instill your values and maintain quality control.

Hiring Fails and How to Avoid Them

Clay Posey:
The E-Myth by Michael Gerber taught me the importance of building systems before hiring. Clear roles and expectations are critical. I’ve made mistakes by hiring without defining responsibilities, and it led to failure for everyone involved.

Jason Rosado:
Most interviews are two people selling to each other. I teach a “two-way interview” process, where both sides explore potential mismatches. Ask tough questions like, “Why might this role not work for you?” It leads to better hires and fewer surprises.

Mike Slinker:
Interviewing is a skill. If you’re not good at it, hire someone who is. Otherwise, you’ll make hiring mistakes that could cost you dearly.

Susan Fennema:
Avoid hiring family unless you’re clear about how it ends. If you can’t fire someone, you probably shouldn’t hire them. Set expectations from day one, even with friends or relatives.

What Do You Do Now Before Making a Key Hire?

Susan Fennema:
I run the numbers rigorously. Once, I hired someone hoping revenue would match. It didn’t, and I had to part ways. Now, I consider what happens if projections fall short.

Clay Posey:
I ask candidates to reflect on their budgets. Not share them with me, but to be honest with themselves. If they’re taking the job but can’t cover their expenses, it won’t end well.

Mike Slinker:
Pay-for-performance agreements keep both sides aligned. They encourage results while managing cost and motivation.

Jason Rosado:
Be cautious about asking too much. Budget questions might border on legal gray areas. Help new hires plan financially, but don’t overstep.

When Is It Time to Hire?

Jason Rosado:
Map out where you want to be in a year, then work backward. Build a hiring timeline based on business goals, capacity, and stress levels. Factor in emotional blocks too, fear often clouds judgment.

Susan Fennema:
Treat hiring as a last resort. Start with automation, outsourcing, and part-time support. People are your most expensive resource, and drama often follows them.

Mike Slinker:
Use the “rubber band” analogy. If a team is stretched to the max, it’s about to snap. Don’t wait for burnout. Build margin early to support healthy growth.

Clay Posey:
I forecast hiring needs based on our pipeline and metrics. If I know I’ll need someone by August, I start hiring in June to allow ramp-up time. Data-driven hiring protects your team and ensures quality delivery.

Closing Thoughts & How to Connect

Mike Slinker:
Reach me directly at 615-738-8883. Happy to connect.

Jason Rosado:
I offer a free organizational structure and revenue growth assessment. Text “assessment” to 773-829-1276 to schedule.

Clay Posey:
Visit clearboxstrategies.com to book a time with me. We help with planning, growth, marketing, and automation.

Susan Fennema:
Check out beyondthechaos.biz/operations-audit for a free operations audit. Let’s talk about getting you out of the day-to-day.

Harley Green:
Thanks to all our amazing panelists. If you enjoyed this, I invite you to our free masterclass, Delegate to Dominate, where I show you how to reclaim 15–30 hours a week with strategic support. Visit workergenix.com/bonus-masterclass for access and a special offer. Thanks for joining us—see you at the next Executive Edge live session!

6 Habits Every CEO Needs to Scale Without Burnout

6 Habits Every CEO Needs to Scale Without Burnout

Scaling a business isn’t about grinding harder—it’s about leading smarter. In this episode of Scale Smart Grow Fast, operations strategist and host of the CEO Amplify podcast, Donna Dube, breaks down six powerful habits that help business owners step into true CEO mode, reclaim their time, and grow sustainably.

Listen to the full conversation on your favorite platform:
[Spotify] | [Apple Podcasts]

1. Protect Your CEO Power Hour

Set aside one non-negotiable hour each week to review metrics, define top priorities, and align your calendar accordingly. This ritual turns reactive chaos into proactive leadership.

2. Know the Difference: Maintenance vs. Growth

Maintenance tasks (bookkeeping, social posts, admin work) keep the wheels turning. Growth tasks (sales, partnerships, visibility) drive revenue. Your calendar should reflect that difference—with you focused on growth.

3. Measure Your Time ROI with the CEO Score

Determine your ideal revenue goal, divide it by the weeks you’ll work, and assign values to your tasks. The goal? Spend more time in $1K and $10K-level activities—not $10 jobs.

4. Start Delegating Before You Feel Ready

Even if you’re bootstrapping, you can start small. Audit your tasks to eliminate what’s unnecessary, automate what you can, and delegate what requires a human touch. Five hours a week can make a massive difference.

5. Trust Through Systems, Not Guesswork

Document key processes, provide clear expectations, and let your team run with it—even if it’s 80% “your way.” Progress beats perfection every time.

6. Build Scalable Systems

Your business needs 3 core systems: Marketing, Sales, and Client Delivery. Create rinse-and-repeat workflows with templates, assets, and checklists to reduce friction and grow with ease.


“If you insist on doing everything yourself, you’re also agreeing to stay where you are.”Donna Dube


📥 Download Donna’s CEO Power Hour Playbook: https://ceoamplify.ca

🔹 Want to Multiply Your Energy—and Scale Without Burnout?
You don’t have to do it all. Workergenix executive assistants help streamline your tasks, protect your CEO time, and keep your growth systems running—so you can focus on what truly moves the needle.

Schedule a discovery call to reclaim your time, delegate smarter, and scale without burnout.

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The Systems That Give You More Time and Freedom

The Systems That Give You More Time and Freedom

Most entrepreneurs start their businesses for freedom—freedom of time, financial independence, and the ability to work on what they love. But as your business grows, so does the workload. Instead of gaining time, many business owners find themselves buried in tasks, stuck managing operations instead of leading growth.

In a recent episode of the Scale Smart, Grow Fast Podcast, we sat down with Stephanie Cabral, a former attorney turned real estate entrepreneur, to discuss how she scaled her business efficiently without sacrificing quality or control.

Listen on the go! Catch the full episode on your favorite podcast platform:

🎧 Spotify
🍏 Apple Podcasts

The Mindset Shift: Treating Your Business Like a Business

One of the biggest mindset shifts Stephanie made was realizing that real estate investing—or any business—is not a side hustle, it’s a company. If you want to scale, you can’t run your operations manually forever.

She stopped managing everything herself and implemented automation and delegation.
She focused on systems that could scale, not just processes that worked in the moment.
She prioritized high-impact work instead of getting stuck in daily tasks.

How Systems and Delegation Transformed Her Business

Stephanie knew she couldn’t scale while handling every invoice, repair call, and tenant request. So she built a structured system for efficiency by:

🔹 Using automation tools to manage communication, invoicing, and workflows.
🔹 Hiring a dedicated assistant to take over administrative tasks, freeing her time for strategy.
🔹 Implementing SOPs (Standard Operating Procedures) to ensure consistency and eliminate micromanagement.

This shift allowed her to focus on growing her portfolio, securing better deals, and expanding her impact—all while working less.

How You Can Apply This to Your Business

No matter your industry, these principles apply. If you’re feeling stuck in daily operations, ask yourself these questions:

🔸 What tasks do I repeat every day that could be automated?
🔸 What low-value tasks am I holding onto that someone else could handle?
🔸 Where am I spending time that isn’t directly growing my revenue?

The key to scaling smart is removing yourself as the bottleneck. With the right systems and support, you can grow your business without working 24/7.

Want to Scale Faster Without Burnout?

If you’re ready to free up your time and focus on what truly moves the needle, it’s time to build a smarter, more efficient business. Watch the full podcast episode now and start implementing the strategies that will help you grow without the overwhelm.

Ready to streamline your business and reclaim your time? Schedule a discovery call today and see how the right systems and support can help you scale smarter and grow faster.

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A laptop surrounded by crumpled papers, symbolizing business chaos and disorganization.

Is Disorganization Holding Your Business Back? Here’s How to Fix It

Is Disorganization Holding Your Business Back? Here’s How to Fix It

Have you ever felt like you’re running in circles, working harder than ever but not making the progress you expected? You’re not alone. Many entrepreneurs and business owners struggle with growth—not because they lack ambition or skill, but because their business operations are disorganized.

When systems are chaotic, tasks slip through the cracks, decisions take longer, and opportunities get missed. But when your business is structured and efficient, growth isn’t just possible—it’s inevitable. Let’s talk about why organization is the secret weapon behind every thriving business and how you can use it to unlock new opportunities.

Why Disorganization Stalls Growth

A cluttered inbox, scattered processes, and reactive decision-making don’t just make your day harder—they cost you money. Here’s how:

  • Missed Revenue Opportunities – A lost email or delayed follow-up can mean losing a potential client or deal.
  • Wasted Time – If you’re constantly looking for information or fixing mistakes, you’re not spending time on high-value activities.
  • Inconsistent Customer Experience – Disorganization often leads to slow responses, missed deadlines, and an inconsistent brand experience, which can drive clients elsewhere.
  • Decision Fatigue – When your business lacks structure, you spend more energy making decisions on things that should be automated or delegated.

The Power of an Organized Business

When your business is systemized and structured, you gain:

  • Increased Efficiency – With streamlined workflows, tasks get completed faster and with fewer errors.
  • More Time for Growth – Less time spent on admin work means more time for innovation, strategy, and building relationships.
  • Stronger Team Collaboration – When processes are clear, your team knows exactly what to do, leading to better productivity and fewer bottlenecks.
  • Better Financial Control – Organized bookkeeping and financial tracking help you make smarter business decisions.

How to Get (and Stay) Organized

  1. Audit Your Current Workflows
    Take a step back and assess where time is being wasted. Identify bottlenecks, repetitive tasks, and areas where things frequently get missed.
  2. Streamline & Automate
    Use project management tools, CRM systems, and automation software to eliminate manual work and keep everything in one place.
  3. Delegate Effectively
    Stop holding onto tasks that others can handle. Whether it’s customer support, invoicing, or scheduling, delegating frees up your time for bigger priorities.
  4. Create Clear Processes
    Document key workflows so your team knows exactly how things should be done. This reduces errors and makes it easier to scale.
  5. Review & Optimize Regularly
    Organization isn’t a one-time fix. Regularly evaluate your systems to ensure they’re still serving your business as it grows.

The Bottom Line

An organized business is a scalable business. The more structure and efficiency you build into your operations, the more room you create for growth, innovation, and new opportunities. If you’re spending more time reacting than leading, it might be time to rethink your approach. What’s one area in your business that could benefit from better organization today?

Schedule a free discovery call!

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

Are You Making the Most of Your Time?

Are You Making the Most of Your Time?

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

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

1. Delegate Strategically

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

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

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

2. Streamline Communication

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

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

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

3. Automate Where Possible

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

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

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

4. Track Progress and Results

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

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

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

5. Foster a Proactive Workflow

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

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

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

Final Thoughts: Invest in Your Time

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

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

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

Schedule a free discovery call!

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

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

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

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

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

1. Delegate the Time-Consuming Tasks

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

For example:

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

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

2. Simplify Lead Nurturing

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

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

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

3. Elevate Your Content Game

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

Here’s how you can maximize your efforts:

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

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

4. Leverage Data for Smarter Decisions

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

Consider delegating:

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

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

5. Scale Strategically

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

Final Thoughts: Focus Where It Counts

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

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

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

Schedule a free discovery call!

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