How Growth-Minded Leaders Are Using AI to Scale Smarter—Not Harder

by Harley GreenScale Smart, Grow Fast PodcastPosted on Comments are Disabled

How Growth-Minded Leaders Are Using AI to Scale Smarter—Not Harder

In today’s fast-changing business world, ignoring AI isn’t just risky—it’s costly. On the latest Scale Smart, Grow Fast podcast, Mike Todasco, former PayPal innovation leader and visiting fellow at SDSU’s AI Research Center, broke down how business owners can future-proof their companies by embracing AI now, not later.

Want the full breakdown and real-world strategies? Listen to the full episode on Spotify or Apple Podcasts and hear how AI is transforming executive support.

Why AI Is a Business Advantage—Not Just a Buzzword

AI isn’t just hype—it’s giving non-engineers executive-level leverage. Mike explains that tools like ChatGPT, Claude, and Gemini offer what used to cost companies six figures per employee. Now, for just $20/month, any business owner can streamline operations, get instant brainstorming support, automate workflows, and make better decisions faster.

The problem? Too many leaders dabble. “If you’re just playing around with AI occasionally, you’re falling behind,” Mike says. True leverage comes when AI is embedded into everyday processes—from note-taking and email to decision support and strategic planning.

Overcoming the #1 Barrier: Leadership Buy-In

Most business owners delay adoption due to fear, complexity, or not knowing where to start. Mike’s advice? Don’t overthink it. Pick one tool and start using it daily. Create a culture where your team is encouraged to test AI, share wins, and improve together.

At Workergenix, for example, our virtual executive assistants not only understand AI—they use it to triple productivity for our clients. If your team isn’t integrating AI, you’re leaving massive ROI on the table.

How to Make Smarter Decisions with AI

One practical example Mike shared: using AI as a devil’s advocate. Feed your strategy doc or sales plan into ChatGPT and ask it to challenge your thinking. It’s a fast way to identify blind spots and avoid costly mistakes—something human team members may not always do candidly.

AI Is Not Replacing Your Team—It’s Empowering Them

Mike emphasizes: AI won’t replace humans (yet), but it will replace those who don’t use it. This is especially true for executive assistants. The best virtual professionals now master AI tools to manage tasks, automate workflows, and deliver higher-level support—making them indispensable to fast-scaling businesses.

Bottom Line

AI is not the future. It’s the present. If you want to stay competitive, leaner, and smarter, now’s the time to embrace it fully.

Want to see how an AI-powered executive assistant can help your business scale faster without burning out your top talent? Schedule a discovery call today!

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

by Harley GreenScale Smart, Grow Fast PodcastPosted on Comments are Disabled

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.

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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.

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How Mindset Can Shape Success

by Harley GreenScale Smart, Grow Fast PodcastPosted on Comments are Disabled

How Mindset Can Shape Success

In the latest episode of the Workergenix Mastermind Podcast, we sit down with Jeff Holst, a multifaceted entrepreneur and real estate investor. Jeff’s journey from attorney to real estate mogul, despite facing life-altering challenges like leukemia and bankruptcy, offers invaluable lessons in resilience and mindset. Here’s a sneak peek into Jeff’s wisdom:

Navigating Life’s Curves

Jeff shares how a major health crisis and financial setbacks led him to shift from law to real estate, highlighting the importance of timing and adaptability.

Mindset Matters

His mantra of “no bad days,” developed as a teenager, has kept him positive through adversity. He even tattoos this reminder in multiple languages as his personal “mental hashtag.”

The Power of Personal Mantras

Jeff emphasizes the value of affirmations and how personal “mental hashtags” can keep us centered and resilient, even during tough moments.

Formula for an Extraordinary Life

Jeff’s formula—“inspired thought plus right action”—is his recipe for turning ideas into impactful results, urging us to embrace new opportunities consistently.

Jeff’s story is a testament to turning challenges into stepping stones. Dive into the full episode to discover more of Jeff’s transformative mindset techniques and how they can apply to your journey.

You can also listen to this episode here:

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The Missing Puzzle: Align Job Roles with Digital Systems and Operations

by Harley GreenScale Smart, Grow Fast PodcastPosted on Comments are Disabled

The Missing Puzzle: Align Job Roles with Digital Systems and Operations

Are you truly tapping into the full potential of your team? Or could something as small as a job description be silently holding your business back?
In our latest podcast episode, Harley Green and Sera Deva from Triple Creek Consulting dive deep into this unexpected business secret that’s transforming companies everywhere.

Here’s What We Uncover:

  • How redefining a job description created breakthrough moments for businesses.
  • The practical ways Sera’s clients streamlined operations and optimized digital systems.
  • The surprising truth behind why clear roles can skyrocket your team’s performance.

Think about this:

The right job description can save hours of chaos and unlock hidden potential within your business. Want to know how?

You can also listen to this episode here:

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Struggling to Scale? Could a Virtual Assistant Be the Missing Piece?

by Harley GreenBusiness Growth, Outsourcing, Productivity, Sale, Technology & AutomationPosted on Comments are Disabled

Struggling to Scale? Could a Virtual Assistant Be the Missing Piece?

As a business owner, you’re probably familiar with the constant challenge of balancing day-to-day operations with your long-term growth goals. It’s especially true in service-based businesses where tasks like real estate management, marketing, and bookkeeping can take up a significant portion of your time. But what if you didn’t have to do it all yourself?

In this post, I want to talk about the specific roles executive assistants can play in your business and how they can help you grow while keeping costs down.

Real Estate Management Made Simple

If you’re in real estate, managing properties can be time-consuming, from scheduling showings to dealing with paperwork. Executive assistants can handle these tasks for you. They can communicate with clients, manage your calendar, coordinate appointments, and even oversee tenant relationships. The best part? They can do it all remotely, which means you don’t need to add the cost of office space or in-house staff.

Marketing Campaigns That Work

When it comes to marketing, having an executive assistant who understands digital campaigns can make a huge difference. From planning and executing social media strategies to monitoring results, they can help you stay on top of your marketing efforts without the constant stress of doing it yourself. Whether it’s email marketing, content scheduling, or even managing your ad spend, having this type of support allows you to focus on the big picture—like scaling your business and improving customer relationships.

Bookkeeping Without the Hassle

Let’s be honest: bookkeeping is not something most business owners enjoy doing, yet it’s essential for maintaining healthy finances. An executive assistant can take care of your invoicing, manage expense reports, and keep track of payments, allowing you to stay organized and avoid costly mistakes. And since many assistants are well-versed in tools like QuickBooks or Xero, it’s easier than ever to get professional financial support at a fraction of the cost of hiring a local bookkeeper.

Cost Efficiency: Why It Matters

Now, let’s talk about cost efficiency. Hiring a local assistant or full-time employee comes with a lot of extra expenses—salaries, benefits, office space, and more. But when you hire a virtual assistant, especially one from the Philippines, you’re not only getting someone who’s skilled and experienced but also someone who offers incredible value at a much lower cost. You’ll save on overhead while getting the same (or even better) quality of work. This allows you to maintain strong profit margins, which is key for any growing business.

Lead Generation Done Right

Lead generation is crucial, especially for service-based businesses like real estate, consulting, or marketing agencies. But it’s also a time-consuming process. This is another area where executive assistants can shine. They can research potential clients, qualify leads, and even set up initial meetings. This means you can spend more time closing deals and less time hunting for prospects.

Wrapping It All Up

At the end of the day, hiring a virtual executive assistant is about more than just delegating tasks. It’s about creating a more efficient business that runs smoothly and grows faster. Whether it’s managing your real estate portfolio, executing marketing campaigns, or handling your books, a virtual assistant can provide the support you need to stay focused on what really matters: growing your business.

If you’ve been thinking about adding support to your team but aren’t sure where to start, consider the benefits of hiring a virtual assistant. It’s a smart, cost-effective solution that can take your business to the next level.

Reach out to schedule a discovery call.

The Abundant Journey Podcast cover featuring hosts, a man and a woman in grayscale, with a minimalist design

Harley & Adrienne Green on Becoming a Family of Digital Nomads | Ep. 80

by Harley GreenBusiness Growth, Outsourcing, Productivity, Technology & AutomationPosted on Comments are Disabled

Harley & Adrienne Green on Becoming a Family of Digital Nomads | Ep. 80

Harley and Adrienne Green share their journey of living a digital nomad lifestyle and building a successful real estate business. They started by investing in real estate and leveraging their savings and investments to create financial and time freedom. They transitioned from direct ownership of single-family homes to commercial investments and partnerships. Adrienne also became a real estate agent and built a team focused on serving real estate investors. They emphasize the importance of being strategic, leveraging virtual assistants, and setting up systems to achieve freedom and scalability. They also discuss the misconceptions and challenges of entrepreneurship and the importance of starting with the end in mind to design their dream lifestyle.

Takeaways

  • Investing in real estate and leveraging savings and investments can create financial and time freedom.
  • Being strategic and leveraging virtual assistants can help scale a business and achieve freedom.
  • Starting with the end in mind and designing a dream lifestyle is important for long-term success.
  • Misconceptions about entrepreneurship include the belief that it automatically leads to freedom and that it is easy and glamorous. Set clear – goals and create a vision for the future.
  • Leverage systems and outsource tasks to achieve financial freedom.
  • Embrace an abundance mindset and view failure as an opportunity for growth.
  • Traveling with young children can provide unique opportunities for personal and family growth.
  • Establishing a home base in an international location can be a future goal.
  • Providing valuable resources and education to others is a way to add abundant value.

Chapters

00:00 – Introduction and Background
02:44 – Investing in Real Estate for Financial and Time Freedom
06:16 – Transitioning to Commercial Investments and Partnerships
12:09 – Strategic Scaling with Virtual Assistants
29:08 – Designing a Dream Lifestyle: Starting with the End in Mind
33:43 – Setting Goals and Creating a Vision
34:42 – Achieving Financial Freedom through Leveraging
37:29 – Embracing an Abundance Mindset and Viewing Failure as Growth
45:36 – Traveling with Young Children: Challenges and Opportunities
52:04 – Establishing a Home Base in an International Location
56:23 – Providing Valuable Resources and Education to Others

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Is Technology the Key to Scaling Your Business Faster?

by Harley GreenBusiness Growth, Outsourcing, Productivity, Technology & AutomationPosted on Comments are Disabled

Is Technology the Key to Scaling Your Business Faster?

As a business owner, you’ve likely thought about scaling your business—taking it to the next level, increasing revenue, and expanding your impact. But let’s be honest, the more your business grows, the more tasks pile up. Managing everything from client communication to back-office operations becomes a juggling act that consumes your time and energy.

So, how do you keep scaling while avoiding burnout? The answer lies at the intersection of technology and smart delegation. We’re living in a time where digital tools and remote teams can significantly ease your workload, but only if you know how to leverage them properly. Here’s how you can combine technology with a modern workforce to grow your business faster and smarter.

Automation: Your Secret Weapon

Many entrepreneurs get stuck doing repetitive tasks that could easily be automated. Things like scheduling appointments, following up with clients, or even invoicing can take up hours of your day. The truth is, these tasks don’t require your personal touch—they require consistency and precision.

Tools like Calendly for scheduling, QuickBooks for invoicing, and HubSpot for CRM are game changers for business owners. By automating these repetitive processes, you free up valuable time to focus on what actually drives your business forward, like strategy, marketing, and client relations.

But here’s the kicker: Automation doesn’t work in isolation. You still need real people to handle customer concerns, manage complex projects, and ensure that everything runs smoothly behind the scenes. This is where technology and the human element come together.

Remote Staffing: Technology Meets Talent

What if I told you that you don’t have to hire full-time employees to manage everything? Thanks to technology, you can now build a team that operates virtually, combining the power of remote work with your existing processes.

Imagine this: you’re automating repetitive tasks, but you have experienced professionals managing client care, handling operations, and keeping things organized. By tapping into a global talent pool, you can build a lean team that scales with your business—without the overhead costs of in-house staff.

The beauty of remote staffing lies in its flexibility. You can hire experts for as little or as much time as you need. Need someone to handle client onboarding or scheduling a few hours a week? Done. Need a full team to manage customer service or marketing? No problem.

Technology platforms like Slack and Asana allow you to seamlessly communicate with and manage remote teams. You can track progress, assign tasks, and ensure everyone is aligned—all in real time, without being in the same office.

Focusing on High-Impact Work

Entrepreneurs often find themselves stuck in the “busy work” cycle—managing day-to-day tasks while their vision for growth remains on the back burner. Leveraging technology, combined with a smart, remote team, helps you refocus on the activities that move the needle for your business.

Think about it this way: the more tasks you can automate and delegate, the more time you have to concentrate on high-impact areas like business development, strategic partnerships, and innovation. This is where you need to be investing your time to truly scale your business.

What’s more, when you’re not bogged down by operational details, you can focus on improving the client experience, which in turn improves your reputation and attracts more business.

Data-Driven Decisions for Sustainable Growth

Technology also gives you access to a wealth of data that can guide your business decisions. From Google Analytics to CRM platforms, you can track everything from website traffic to customer behavior, helping you make informed choices about where to invest your time and resources.

For example, if you notice that most of your new leads are coming from a specific marketing campaign, you can double down on what’s working and stop wasting time on efforts that don’t yield results. With the right combination of technology and talent, you’re not just growing—you’re growing smarter.

Conclusion: The Future is Hybrid

The future of business growth isn’t just about technology or people—it’s about how you combine both. By leveraging automation tools and building a flexible remote team, you can scale your business efficiently without sacrificing your personal life or burning out.

The key to sustainable growth is understanding that you don’t have to do everything yourself. Technology is here to help, and when paired with a strong team, it becomes a powerful engine for your business’s success.

Ready to embrace technology and scale your business smarter, not harder?

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Forget Sales—Master the Art of Building a Referral-Driven Life!

by Harley GreenScale Smart, Grow Fast PodcastPosted on Comments are Disabled

Forget Sales—Master the Art of Building a Referral-Driven Life!

What if we told you that the next big leap for your business—and your life—could be just one introduction away?

In our latest episode, we’re pulling back the curtain on one of the most underrated, yet life-changing strategies: Referrals! But this isn’t just about growing your business—it’s about using your network to build the life you’ve always dreamed of.

Here’s why you can’t miss this episode:

  • Discover how referrals aren’t just about clients—they’re the gateway to new opportunities, partnerships, and life-changing moments.
  • Learn the step-by-step formula for turning your network into a referral machine that works for you—without being pushy or salesy.
  • Hear real stories of how people just like you have transformed not only their businesses but also their entire lifestyles through a simple introduction.

Stay tuned for more exciting updates and valuable content from our Workergenix Mastermind Playlist

You can also listen to this episode here:

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What High-Level Tasks Can Virtual Assistants Perform to Enhance Your Client Care?

by Harley GreenBusiness Growth, Client Relationship, Finance & Accounting, Outsourcing, Productivity, Sale, Technology & AutomationPosted on Comments are Disabled

What High-Level Tasks Can Virtual Assistants Perform to Enhance Your Client Care?

In the competitive landscape of modern business, efficient customer service is not just a necessity—it’s a differentiator. Virtual assistants (VAs) have become pivotal in managing sophisticated customer service tasks, enabling businesses to improve operational efficiency and enhance customer relationships. Here’s how virtual assistants can tackle four high-level customer service tasks that are crucial for your business.

1. Streamlining Client Onboarding

The onboarding process sets the tone for your client relationships. Virtual assistants can significantly enhance this initial interaction by taking over the administrative heavy lifting. They efficiently set up client profiles in CRM systems, ensure that all necessary information is collected, and even handle initial welcome communications. By delegating these tasks to a VA, you not only speed up the process but also ensure a smooth and professional first impression.

2. Managing Scheduling and Appointments

Effective calendar management is key to avoiding scheduling conflicts and ensuring optimal client interaction. Virtual assistants can oversee your calendar by scheduling appointments, sending out reminders, and managing reschedules or cancellations. This kind of support is invaluable in maintaining a seamless flow of meetings and interactions, which in turn enhances client satisfaction and trust in your business’s organizational capabilities.

3. Overseeing Invoices and Billing

Cash flow is the lifeline of any business, and managing invoicing can be a time-consuming task. Virtual assistants can take charge of the invoicing process by generating, sending, and following up on invoices. This helps maintain your financial organization and ensures timely payments. By outsourcing this task to a VA, you not only keep your books in order but also free up your time to focus on core business activities that drive revenue.

4. Providing Ongoing Client Care and Support

Ongoing client care is critical for retention and satisfaction. Virtual assistants can handle daily client queries, provide support, and resolve issues promptly. This consistent level of service helps build strong, loyal relationships with your clients, directly impacting client retention and the overall reputation of your business. With a VA, you ensure that your clients always have a knowledgeable and responsive point of contact.

Why These Tasks Matter

Delegating these high-level tasks to virtual assistants allows business owners to concentrate on strategic growth while ensuring that the operational aspects run smoothly. It’s a cost-effective way to enhance capacity without compromising on service quality or client experience.

Conclusion

Incorporating a virtual assistant into your business operations can transform your approach to customer service. From onboarding new clients to managing invoices and appointments, VAs provide a level of efficiency and professionalism that can significantly contribute to your business’s success.

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Struggling to Keep Up with Client Support? Discover the Power of Virtual Assistants!

by Harley GreenBusiness Growth, Client Relationship, Outsourcing, Productivity, Technology & AutomationPosted on Comments are Disabled

Struggling to Keep Up with Client Support? Discover the Power of Virtual Assistants!

Today I’m sharing how virtual assistants (VAs) can transform client care and support, significantly enhancing client satisfaction and retention. Whether you’re running a startup or managing a well-established company, understanding the role of VAs in client interactions is crucial for your business’s success.

What is a Virtual Assistant?

First, let’s define what we mean by a virtual assistant. VAs are remote workers who use digital tools to manage tasks ranging from routine administrative work to complex client support issues. They work across various platforms to ensure that your client service needs are met promptly and professionally.

Why Focus on Client Care?

Client care and support are more than just answering calls and responding to emails. It’s about creating an environment where clients feel valued and understood. With competition in every industry growing tighter each day, providing top-notch client service isn’t just nice to have; it’s a necessity.

Benefits of VAs in Client Support:

  • Immediate Response: VAs are pivotal in ensuring that client inquiries are addressed without delay. By integrating VAs into your customer service strategy, you guarantee 24/7 support, making sure no client feels neglected.
  • Handling Queries and Issues: VAs are trained to handle a wide range of queries and can resolve issues efficiently using predefined workflows and escalation procedures. This immediate and effective response system increases client trust and loyalty.
  • Personalization of Client Interactions: If your business uses a CRM system, VAs can personalize interactions based on client history and preferences. This personalized approach not only resolves client issues more effectively but also makes clients feel uniquely valued.

Integrating VAs into Your Business:

  • Training and Tools: Equip your VAs with the right tools and training. Workergenix sets up tools that help VAs manage communications seamlessly across channels, from voice to messaging and email, such as a local phone number and a business email address. You can add whatever you want that is particular to your business.
  • Setting Up Processes: Define clear protocols for handling different types of client interactions. This includes integrating your VAs with your existing customer service team if you have one to provide a unified approach to client care.
  • Monitoring and Feedback: Regularly review the performance of your VAs through client feedback and interaction audits. Use this data to continuously improve your processes and training methods.

Case Study Highlight:

Let’s look at a case study from my real estate team, which implemented VAs into its client support strategy. Our entire Client Care system was set up with VAs doing everything that did not require the real estate agent’s license or expertise, freeing up the agent to do the work that only they could do as much as possible. I’m going to focus on our Client Care work here, and not touch on ALL of the customer service work the VAs did as this video is specifically about Client Care. First, someone could first become a client in the initial consultation call between a potential client and a real estate agent. If the person agreed to be a client in that call, the follow up was handed off to the VA team. They would do email introductions between that client and lenders, property managers, contractors, whoever the client needed to speak with to move forward on buying or selling a house. Those introductions would occur within 1 business day, all done by a VA. At the same time, the VA would prep the contract paperwork for the agent to review and send to the client for e-signature. For a home buyer, the VA would also set up an MLS search within that first business day, so the buyer would immediately get a daily email with houses on the market that met their specific search criteria.

During the client’s time as a client, the VA had multiple steps they would complete in either the home buying or home selling process, including client care work.. These would include getting necessary information for the agent from the client, preparing contract documents, and giving the client updates. After the transaction, the VA followed up at one month and one year to check on the client, see if they needed anything we could help with, and again thank them for their business. These are all tasks that would have either happened more slowly, or not at all, if there wasn’t a VA to do them.

Conclusion:

Incorporating virtual assistants into your client care strategy can significantly enhance your ability to meet and exceed client expectations. If you’re looking to improve client satisfaction and retention, consider how VAs might be the right addition to your team. For more details on how to implement effective virtual assistant strategies in your business, reach out to schedule a discovery call.”