How to Build Marketing Systems That Run Themselves (Without Burning Out)

How to Build Marketing Systems That Run Themselves (Without Burning Out)

Running a business shouldn’t mean running yourself into the ground.

In the latest episode of Executive Edge Live, Harley Green, Founder of Workergenix, sat down with four powerhouse leaders to explore one transformational idea: marketing that runs itself.

If you’re a founder, executive, or growth-minded leader tired of wearing all the hats, this conversation is your blueprint for reclaiming your time while driving predictable, recurring revenue.

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

What Does “Marketing That Runs Itself” Actually Mean?

Frank Jones of OptSus Marketing broke it down early: it’s not about magic or passive income myths. It’s about separating effort from results by building systems that generate leads and nurture prospects without requiring your daily input.

Melanie Asher of Omicle emphasized the difference between timely and timeless marketing. You automate the timeless—the foundational brand and lead systems that work today, tomorrow, and a year from now.

Start With the Basics Before You Automate

Before automation, you need infrastructure. Frank highlighted key essentials:

  • A conversion-optimized, mobile-responsive website
  • Consistent SEO-driven blog content
  • Daily presence on relevant social platforms

Why? Because automation only scales what already works.

Eric Carrell of DoFollow.com added the importance of audience alignment: your site, your messaging, and your brand should reflect the expectations of your ideal customer—especially if you’re charging premium prices.

Know Your Data, But Focus on What Matters

Alex Hammerschmied of AutomateThis made it clear: “Revenue is vanity, profit is sanity.” He and Melanie both warned against obsessing over vanity metrics (likes, impressions) and instead urged founders to track metrics that directly tie to profit: leads, conversions, and actual sales.

Automation Is Not a Shortcut, It’s a Strategy

Automation works after you’ve done the hard work of:

  • Validating what converts
  • Understanding your ideal client persona
  • Creating messaging that resonates

Then, use email funnels, paid ads, and AI-powered repurposing tools to scale those systems.

Frank put it simply: “Start creating long-form content you enjoy, then repurpose it into multiple formats to collect real data and refine from there.”

Pro Tip: Don’t Skip the ICP Work

Eric’s biggest advice? Talk to 10-15 of your ideal clients to understand how they make decisions and where they consume content. That intel should guide everything—from your ads to your content to your messaging.

Final Advice from the Experts:

  • “If you wouldn’t hire someone untrained, don’t launch untested automation.” – Alex
  • “Just because you can automate it doesn’t mean you should.” – Melanie
  • “Define success by what drives profit, not what looks good on paper.” – Frank

How to Connect with the Panelists

Frank Jones – Founder, OptSus Marketing
Website: https://optsus.com
Newsletter: Grow with OptSus (weekly tips for small business growth)

Alex Hammerschmied – Co-founder, AutomateThis & ArztAPI
Website: https://automatethis.pro
Email:
YouTube: AutomateThis

Eric Carrell – Founder, DoFollow.com & Pocket Capital
Website: https://dofollow.com
LinkedIn: Eric Carrell

Melanie Asher – Founder & Fractional CMO, Omicle LLC
Website: https://omicle.com

Workergenix helps busy executives delegate smarter and scale faster with highly skilled, AI-leveraged executive assistants.

🧠 Ready to reclaim 15–30+ hours a week?
👉 Schedule a free discovery call

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Transcript

Harley Green:
All right, hi everybody. Welcome to the Workergenix Scale Smart Grow Fast Executive Edge live session. This month, we are talking about marketing systems that run themselves. We really want to focus on how you can help your business with recurring revenue and having recurring marketing systems. We’ve got a panel of experts here who are going to share some incredible tips. I’m excited to dive right in. I’m Harley Green, the 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. Today’s conversation is about growth. It’s going to help growth-focused leaders get the information they need. We’re talking about marketing systems that run themselves—systems that bring in leads and revenue without requiring constant effort from you or your team. Our panelists are going to share proven ways to create predictable revenue, leverage automation tools, and free yourself from the marketing grind. I’m honored to be joined by an incredible group of experts who have each built scalable marketing solutions in their own businesses and for their clients.

First, we’ve got Frank. He’s the founder of OptSus Marketing and the creator of the OptSus Website Bundle. Frank helps businesses build automated SEO content and social foundations that consistently drive results. With nearly 30 years of experience and a background teaching at six universities, he’s helped companies grow 2X to 24X by mastering the essentials first.

Next, we’ve got Alex. He’s an automation specialist and co-founder of multiple businesses. From school dropout to architect to automation innovator, Alex specializes in healthcare data, process automation, and market automation for industries like pharma, insurance, and health tech startups. As a co-founder of ArztAPI, AutomateThis, and hartmut.io, he’s passionate about making automation both accessible and transformative.

Next up, we’ve got Eric, founder of Pocket Capital and DoFollow.com. Eric runs Pocket Capital, a holding company investing in early-stage digital services, and DoFollow.com, a link-building and AI visibility company for B2B SaaS. He brings firsthand experience in scaling visibility, growth, and recurring revenue through smart marketing infrastructure.

And last, but certainly not least, we have Melanie, a fractional CMO and founder of Omicle LLC, blending mindset, brand clarity, and operational efficiency. Melanie works with leaders ready to scale. She is a sought-after speaker and international author of three books on culture-driven brands and brings deep insight into how to align brand, culture, and systems for sustainable growth.

Thank you, everyone, for joining us. I’m going to dive right in. What does marketing that runs itself mean to you and why is it so important for business leaders today?

Melanie Asher:
I’ll start this one. I love the whole concept of marketing that runs itself because so often it’s perceived that marketing is something you can outsource to the cheapest person. And the reality is, you get what you pay for with marketing. Marketing that runs itself is credible, it’s directly targeted to your audience, and it connects with them. It shortens the sales cycle and reduces the amount of day-to-day management time needed to consistently generate results.

Harley Green:
Love that. Anyone else want to add?

Eric Carrell:
Yes. In the past, we built marketing systems that required people to play various roles. With today’s technology and AI advancements, it’s easier to build systems that you set up once and they run themselves every month. It’s a lower lift with greater returns.

Frank Jones:
I want to address the skeptics. When the title of this event was released, I got pushback that “marketing that runs itself” sounds like passive income—a Holy Grail that magically delivers checks to your mailbox. But those of us working online know that “mailbox money” comes from work done at some point. It’s about detaching the work from the revenue. You build systems that you can check in on from time to time. You’re leveraging your effort to create something that delivers results even when you’re not actively involved.

Melanie Asher:
Yes, I describe it to clients as timeless versus timely. Timeless content is usable today, tomorrow, and even three years from now with minimal tweaking. Timely content, on the other hand, is relevant today and maybe tomorrow, but usually not next week. Timeless content can be automated effectively. Timely content can’t.

Alex Hammerschmied:
Exactly. Frank used the term “system.” In all the automations we build, the most important thing is to clearly identify what you want to automate and why. You need to walk through your whole marketing process, often multiple times, to understand what’s working. That’s the only thing worth automating. It’s like building a car before designing the factory assembly line.

Frank Jones:
Yes, I had a conversation yesterday where someone wanted to set up an email marketing automation system. Their goal was simply to not send emails themselves. They wanted a system to send them—but had no idea what to send or what results they wanted. That’s the problem. First, figure out what works. Then automate it. Don’t automate something that doesn’t already work.

Melanie Asher:
Right. It’s much harder to fix broken automation after the fact.

Alex Hammerschmied:
Exactly. Eric mentioned earlier that automation is viable now, especially with AI. You can create systems that learn from feedback loops—open rates, click-throughs, etc.—but you still need a baseline. You have to know what outcome you’re aiming for.

Harley Green:
Yes, I’m hearing a theme: master the basics first. Then you can layer in AI, VAs, automation, and more. Frank, since you focus on mastering the basics, what should businesses have in place before implementing advanced automation?

Frank Jones:
That’s exactly why I created our website bundle. This isn’t a sales pitch—it’s about the essentials. Everything costs either time or money. You can DIY these basics. Every business needs a responsive website that drives goals—leads, sales, conversions. I still see websites that are unusable on mobile. Over 60% of traffic is mobile, so this is huge.

Once you have a solid website, publish new content weekly. Post on social media daily. These are foundational. Without data—365 social posts and 52 blog posts—you have nothing to measure or refine. Most businesses don’t do this.

Eric Carrell:
Also, build your website with your buyer in mind. If you’re charging premium, the site should feel premium. Do ICP research, define buyer personas, understand KPIs your audience cares about. Have a unique POV and proprietary methodology. Your website should show who you are, what you stand for, and how you solve specific problems.

Alex Hammerschmied:
Yes, treat each marketing asset as an employee working 24/7 for you. If you don’t train your team properly, they won’t convert leads. A chef can’t sell shoes in a shoe store. Assets need the right messaging and tools to perform.

Frank Jones:
Exactly. Many small businesses haven’t even considered personas. We use forms and AI prompts to help them generate those personas based on their own answers. Clients don’t need to start from scratch—they can respond to options and refine from there. Use tech to reduce friction and move people through your funnel faster.

Melanie Asher:
Yes, I see the same thing. Companies are experts in their fields, but they forget to speak the customer’s language. They describe problems from their perspective, not how the customer sees them. If your messaging doesn’t match how people search or what algorithms reward, you won’t be found.

Alex Hammerschmied:
Right. In automation, everything is built on data—but most of it is useless. Focus on actual outcomes: leads, conversions, sales.

Melanie Asher:
Exactly. You can have thousands of page views, but if you’re being ranked as spam, that data is misleading. Numbers don’t lie, but they don’t tell the full story either. Understand the context.

Frank Jones:
I’ve worked with enterprise clients where I had to ask repeatedly: “If this metric goes up, down, or stays the same—what will you change in your business?” If the answer is nothing, then that metric doesn’t belong on the dashboard.

Harley Green:
Alex, where should people begin once they have the basics down?

Alex Hammerschmied:
It depends on your niche. For our automation company, we don’t do lead gen on the website because there are only a finite number of potential customers. But if people are actively searching for your service—like e-commerce or local services—you should absolutely collect leads on your site. Drive traffic via paid ads, offer a white paper or incentive, follow up with an email sequence to gauge interest.

Frank Jones:
Agreed. If you’re lucky enough to have e-commerce, optimize for actual purchases. But for most, leads are the closest KPI tied to revenue. Start there. Work backwards from revenue to build your system.

Melanie Asher:
Yes, and don’t confuse B2B with B2C. Many B2B businesses fail because they set expectations like a B2C funnel. In high-ticket B2B, your site supports sales rather than generating leads directly. Understand your sales cycle.

Alex Hammerschmied:
Right. People idolize brands like Red Bull or Starbucks without understanding their scale and strategy. Red Bull runs a full media company for brand awareness alone. You can’t replicate that. Focus on what drives profit in your business.

Frank Jones:
Profit matters more than revenue. I spoke with someone spending $10K a month on marketing. They needed $100K in new revenue just to break even. If you don’t understand your margins, you won’t know whether marketing is working.

Melanie Asher:
Also, don’t confuse marketing with advertising. Ads are short-term. Marketing is the full system. And when you stop ads, your visibility drops unless you’ve built organic traction. Platforms like LinkedIn reward engagement. My rule: for every 1 post you publish, engage meaningfully with 5 others.

Alex Hammerschmied:
Exactly. That’s why I don’t like social media—it’s time-intensive and hard to automate. I prefer paid ads and content that performs long-term. My early YouTube videos still bring in leads today. That’s automation.

Harley Green:
Let’s go around for a lightning round. What’s your best advice for leaders who want to start marketing automation this quarter?

Eric Carrell:
Understand where your ICP consumes content and how they make decisions. Don’t start with SEO or ads. Start with conversations. Learn what influences them. Then you’ll know which channel and message will actually convert.

Melanie Asher:
Just because you can automate doesn’t mean you should. Be intentional. Write for your best, most profitable client—the one you love working with. Speak directly to them.

Alex Hammerschmied:
Start with one small automation. Stick with it until it works. Don’t bounce to the next shiny thing. Get one win, one sale, then iterate.

Frank Jones:
Lay the foundation. Start with long-form content you enjoy. Use tools to repurpose it, distribute across platforms, and collect data. Define “perfect” based on what drives sales, not complexity.

Harley Green:
Incredible advice. Final round—where can people connect with you?

Melanie Asher:
Connect on LinkedIn at Melanie Asher, or visit omicle.com for bonus resources and my podcast.

Eric Carrell:
Follow me on LinkedIn at Eric Carrell or check out dofollow.com for resources.

Alex Hammerschmied:
Email me at alex@automatethis.pro or visit automatethis.pro. Also, check out our YouTube channel: AutomateThis.

Frank Jones:
Subscribe to my weekly email “Grow with OptSus” at optsus.com. I share one actionable marketing tip each week.

Harley Green:
Thank you all! To our audience, thank you for joining us. Don’t forget to check out our free masterclass Delegate to Dominate at workergenix.com. See you next time on Executive Edge Live!

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.

Like what you read? Get weekly insights on scaling, efficiency, and profitability—straight to your inbox. Click here to subscribe.

The Financial Blind Spots Holding Your Business Back (And How to Fix Them)

The Financial Blind Spots Holding Your Business Back (And How to Fix Them)

As a business owner, you’re focused on growth, delivering results, and keeping your customers happy. But if you’re not keeping a close eye on your finances, you could be leaving money on the table—or worse, losing it without realizing it.

In a recent episode of the Scale Smart, Grow Fast Podcast, we sat down with Cheryl Heller, founder of Pillar One Consulting, to discuss how entrepreneurs can take control of their financial health, eliminate hidden inefficiencies, and make smarter business decisions.

Listen to this episode on the go! Tune in on your favorite services and never miss valuable insights to help you scale smarter and grow faster.

🎧 Cash Flow Mistakes That’s Costing You – Spotify

🎧 Cash Flow Mistakes That’s Costing You – Apple Podcasts

Why Most Business Owners Struggle with Finances

Many entrepreneurs avoid their financials, only checking in when tax season rolls around. But waiting too long can lead to poor cash flow management, unexpected expenses, and missed opportunities for growth. Cheryl’s advice? Start by removing the emotion from your numbers.

“Your financials are just data—use them to inform your next steps, not as a source of stress.”

By regularly reviewing financial reports, you can spot unnecessary expenses, optimize pricing, and create a long-term strategy for scaling your business.

Key Financial Mistakes (and How to Fix Them)

Pricing Without Data – Too many business owners set prices based on competitors instead of their own costs and profit margins. Calculate your true costs before setting a price.

Cash Flow Neglect – Profit on paper doesn’t always mean money in the bank. Understanding cash flow ensures you have the funds needed for growth, payroll, and unexpected expenses.

Ignoring Receivables – A slow-paying client can quietly drain your business. Implement systems to track outstanding invoices, enforce payment terms, and follow up on late payments consistently.

Overlooking Recurring Charges – Small, unused subscriptions add up over time. Reviewing your expenses monthly can prevent unnecessary spending and increase profitability.

How Business Owners Can Regain Control

1️⃣ Check Your Numbers Monthly – Don’t wait until tax time. Set aside time each month to review key financial reports like your cash flow statement and profit margins.

2️⃣ Implement Smart Systems – Use QuickBooks, Excel, or other tools to track spending, monitor revenue trends, and forecast future needs. If you don’t have time, delegate financial tracking to an AI-powered executive assistant who can ensure accuracy and consistency.

3️⃣ Know Your KPIs – At minimum, track your gross margin (profit after direct costs) and days sales outstanding (how long it takes clients to pay). These numbers impact your bottom line more than you think.

4️⃣ Build Financial Reserves – Unexpected downturns happen. Having a cash reserve of at least 3-6 months of expenses can protect your business from disruptions.

Want to Scale Without Financial Stress?

Getting a grip on your finances is one of the smartest moves you can make as a business owner. If financial overwhelm is holding you back, our Ultimate Executive Assistants at Workergenix can take bookkeeping, invoicing, and expense tracking off your plate—so you can focus on growth.

Take control of your business finances and free up your time—schedule a discovery call today to see how our AI-powered executive assistants can help you streamline operations and scale smarter.

Like what you read? Get weekly insights on scaling, efficiency, and profitability—straight to your inbox. Click here to subscribe.

Fractional COOs: The Key to Scaling Your Business Without Burnout

Fractional COOs: The Key to Scaling Your Business Without Burnout

As a CEO, founder, or business owner, you understand the constant challenge of balancing daily operations with big-picture growth. You didn’t build your business to get stuck in the weeds—but without the right operational support, that’s exactly where you can end up. Enter the fractional COO: the strategic solution for leaders ready to scale without burnout.

Mallory Smith, entrepreneur and fractional COO, shared her journey on the Scale Smart, Grow Fast Podcast. With experience in biotech, cosmetic chemistry, sales, and entrepreneurship—where she built and sold a seven-figure sign company—Mallory now helps seven-figure businesses streamline operations and scale sustainably.

🎧 Prefer to listen on the go?

How a Fractional COO Helps You Scale – Spotify

How a Fractional COO Helps You Scale – Apple Podcasts

What is a Fractional COO?

A fractional COO (Chief Operating Officer) provides high-level operational leadership on a part-time basis. Instead of hiring a full-time executive, you get access to experienced leadership without the long-term commitment or cost.

Who Needs a Fractional COO?

Fractional COOs aren’t for startups still finding their footing. They’re ideal for:

  1. Seven-Figure Businesses in Growth Mode: Struggling to manage rapid expansion? A fractional COO brings structure and systems so you can keep scaling without chaos.
  2. Owners Preparing to Step Back: If you’re ready to reduce hands-on involvement or planning an exit, a fractional COO ensures your business runs smoothly and remains valuable to future buyers.

How a Fractional COO Adds Value

  • Operational Clarity: They assess your operations, identify inefficiencies, and implement systems that scale.
  • Employee Alignment: They ensure your team is aligned with the company’s vision and processes, creating a self-sustaining operation.
  • Strategic Delegation: They help you delegate effectively, freeing up your time to focus on growth and leadership.
  • Business Scalability: They implement processes that allow your business to grow without the bottlenecks caused by owner dependency.

What the Engagement Looks Like

According to Mallory, fractional COOs typically work 5–8 hours per week with business owners. The relationship is designed for long-term transformation—most engagements last around two years. The goal? Build a business that no longer depends on the owner’s daily involvement.

Overcoming Common Challenges

The biggest obstacle? Mindset. Business owners are often deeply attached to how things have always been done. A fractional COO challenges these norms, bringing fresh perspectives and new strategies. While change can be uncomfortable, it’s necessary for growth. As Mallory puts it, “You’ll never get somewhere new by doing the same old things.”

Advice for Businesses Not Ready for a Fractional COO

Not quite at the seven-figure mark? Start here:

  • Master Your Financials: Know your profit and loss statements inside out. Look for ways to cut costs and improve profit margins.
  • Identify Your Worth: Understand your hourly value. Delegate tasks that don’t meet that rate—a skilled virtual assistant can handle bookkeeping and admin work.
  • Clarify Your Vision: Define where you want your business to go. What are your core values? How do you want your business to feel and function? Vision guides operations.

Real Results: A Success Story

Mallory shared the story of a business owner who couldn’t step away, overwhelmed with manual payroll and daily operations. After implementing automation and delegating low-value tasks, the owner finally took a stress-free vacation to Hawaii—with the business running smoothly in her absence.

Conclusion: Is a Fractional COO Right for You?

If you’re running a seven-figure business, losing sleep over operational challenges, or dreaming of scaling without sacrificing your time, a fractional COO might be the solution. They help you reclaim your time, streamline operations, and position your business for sustainable growth—or a profitable exit.

At Workergenix, we believe in scaling smarter, not harder. If you’re ready to stop managing and start leading, explore how our solutions can help you find the right operational support.

If you’re ready to scale smarter, streamline operations, and step back from the daily grind, schedule a discovery call with Workergenix today and see how the right operational support can take your business to the next level—without the burnout.

Like what you read? Get weekly insights on scaling, efficiency, and profitability—straight to your inbox. Click here to subscribe.