When Leadership Changes Every Year, Who Remembers What Works?
Every January, many professional organiztaions get a new board. New president, new treasurer, new committee chairs. They're enthusiastic, they have ideas, and they want to make their mark. By March, someone's asking why they have three different email marketing platforms. Nobody knows. The previous board didn't document it. The board before that is long gone. By June, someone suggests trying a new membership database because "the old one [...]
Avoid Becoming Part of the AI Blah Blah in Your Marketing Strategy
Your Opinions Are the Point. Don’t Edit Them Out The Problem We're Seeing Every Day My clients and collaborators are being told constantly: "Spend 15 minutes on social media daily! Post on LinkedIn! Make more videos! Use AI tools!" While these tools can save time, most business owners and professionals are using them carelessly. The result? LinkedIn and other social feeds flooded with content that screams "AI wrote [...]
Forget the Coke Ads: David Berkowitz on AI That Makes Dogs (and Brands) Winners
David Berkowitz keeps it real about AI marketing - why Pedigree's invisible AI beats Coke's flashy ads, and how you can start experimenting today (for free!).
SOPs – Your Business’s Secret Weapon Against Chaos
Stop drowning in business chaos - your SOPs are the life raft you need. In this game-changing episode, Susan Finch and Lany Sullivan expose why your team's knowledge hoarding is sabotaging growth and share their proven system for creating procedures that actually get used. They reveal why writing at a 5th-grade level isn't dumbing down - it's smartening up your business operations. From horror stories of employees creating [...]
You Earned It, Now Flaunt It: Marketing Your New Professional Designation
You earned that certification. Now what? If you're like most professionals, you invested time and money into leveling up your expertise... only to let that shiny new credential sit quietly in your inbox, in your bank statement, rather than on your LinkedIn profile. Sound familiar? In this episode of Rooted in Revenue, I'm sharing the exact 14-day launch plan I use with clients to transform professional certifications into [...]
Pre-Conference Marketing: Stand Out Before You Show Up and Put on Your Conference Badge
Join Susan Finch in this solo episode of Rooted in Revenue as she shares actionable strategies for maximizing your conference investment through smart pre-event marketing. Instead of relying on generic conference-provided graphics, Susan explains how to create your own branded announcements that showcase your attendance and build anticipation. Learn how to develop a comprehensive branding package, prepare custom graphics, update your digital presence, and create specialized landing pages [...]
Pre-Conference Marketing: Stand Out Before You Show Up
Pre-Conference Marketing: Stand Out Before You Show Up You're investing thousands of dollars to attend that industry conference. Between registration fees, travel, accommodation, and time away from your business, it's a significant commitment. Yet most attendees show up with the same generic "I'm attending" graphics the conference provides and a handful of business cards. What if I told you there's a better way to maximize your conference ROI [...]
Beyond Exit Interviews: What CEOs and Boards Get Wrong About Talent Guest: Frederic Lucas-Conwell
Are you losing your best people and don't know why? In this final episode of our four-part series with Frederic Lucas-Conwell, founder of GRI.co, we tackle the most expensive problem in business: top talent walking out the door. Most companies think they understand why high performers leave. They're wrong. From boardroom battles to manager missteps, Frederic reveals the behavioral mismatches that drive your best people away—and the surprisingly [...]
Real estate professionals have faced a surge in lawsuits alleging their websites are not compliant with the Americans with Disabilities Act (ADA).
If you're in real estate, you need to know this: websites are becoming a primary lawsuit target. Attorneys are going after real estate professionals claiming their sites don't comply with the Americans with Disabilities Act (ADA). These lawsuits can lead to settlements, compliance orders, or dismissals—but even if you win, they're costly, time-consuming, and stressful. What's Actually Happening Out There In Napa, California, a disabled plaintiff sued a [...]
Why We Keep DNS in Cloudflare and Email in Google Workspace (and Why You Should Too)
If you’ve ever set up Microsoft 365 through GoDaddy, you probably know the headache I’m about to describe. What should have been “simple” licensing for Word and Excel often turns into Microsoft quietly trying to hijack your email routing. For small businesses, this can mean missed emails, lost trust with clients, and hours of clean-up work. This is based on our experience and that of many people I [...]
MS to Google Mail Migration Action List for Tech Advisors/IT Departments
A cutover guide for IT support people who help with mail management, DNS, and tech stack management.
Client Email Migration Checklist (Microsoft 365 → Google Workspace)
If you want to switch from Microsoft 365 in Godaddy or Microsoft, it's not a fast process. You have a lot of steps to do and variables to consider. This list may help save you time, frustration and a broken mail system.