Articles2022-08-29T16:15:26+00:00

Why Your Best Year Might Be What Stops You from Building What’s Next

It's not easy to achieve success; if you're reading this, odds are you know that. What you might not realize is that reaching your goals, as awesome as it is, can get in the way of the next step. This is how to keep going when the going gets good. You've built something real; now here's how you keep it. There's a pattern Ravi Venkatesan, CEO of Cantaloupe, [...]

Categories: Business Systems, Free Advice|

Key Person and Key Processes: Protect What You’ve Built

Rome wasn't built in a day, and neither was your business. Months, even years, of hard work were spent to get you to where you are today. Now that you have succeeded, it's time to ensure everything you have worked towards pays off. The goal of this series is to share a few tips and tricks that guide business owners and aspiring entrepreneurs through the bumps in the [...]

Categories: Business Systems, Free Advice|

Stop Building Pages That Dead End. Start Earning the Next Conversation

Two unrelated client projects landed in Susan Finch's lap the same week — a document hub for Dan Pflugshaupt (Gallery of Homes, CSSE, NRBA) and FAQ content built for AI answer engines for Michele Scherger on Florida's Treasure Coast. Different clients, different states, same underlying problem: ads and content that dump people on a homepage instead of giving them a real answer. Susan walks through what changes when [...]

Categories: Blog, Marketing|

The Real Reason Your Agency Keeps Getting Stuck Guest: Melissa Morris

When agency owners hit a wall, the first instinct is usually to add a new tool — a new Slack channel, a project management upgrade, maybe an AI feature. Melissa Morris, founder of Agency Authority, says that is almost never the fix. In this episode, Susan Finch and Melissa dig into why communication overload and workflow chaos are not tool problems — they are clarity problems. Before any [...]

Categories: Blog, Marketing|

What Actually Keeps a Podcast Going Past Episode Three

Most podcasts don't die because the host runs out of things to say. They die because nobody wrote anything down. In this solo episode, Susan Finch walks through the operational framework Funnel Media Group uses to keep shows running — even when teams shift, guests go quiet, or life gets in the way. She covers the non-negotiables: documented SOPs for every step from guest outreach to post-production, numbered [...]

Categories: Blog, Marketing|

Getting It Out of Their Heads and Into Your Business

You did your homework from Key Man Part 1. You know who your key people are. Now what? Susan Finch and Lany Sullivan are back — still in the same room, still making the most of Lany's four-hour drive to tackle the part most business owners skip: how to actually approach your team about documentation without triggering a panic spiral. Someone's going to feel like their job is [...]

Categories: Blog, Marketing|

Key Man, Part 1: Who’s Really Keeping Your Business Running?

Most business owners think they know who the key person in their organization is. They think of the CEO, the founder, the executive. But Susan Finch and Lany Sullivan have a different perspective, and once you hear it, you cannot unhear it. In this episode, Lany opens with a concept borrowed from the insurance world: Keyman Insurance, which is an actual policy that protects a business when something [...]

Categories: Blog, Marketing|

The Ambassador You Didn’t Know You Were

While editing an episode of Leader Generation, I heard something that stopped me mid-cut. The guest — Mariano Bosaz, VP of Global Consumer Strategy at Coca-Cola and author of The Digital Mindset — had dreamed of becoming an ambassador for a country. Official title, formal post, the works. It didn't happen. (Turns out without a family diplomat connection, they just send you somewhere terrible when you're old to [...]

Categories: Blog, Marketing|

Why Your Best Business Tool Might Be Restraint Guest: Laura Patterson

Susan Finch sits down with Laura Patterson, President and Co-Founder at VisionEdge Marketing. They explore why businesses chase shiny new tools instead of maximizing what already works, the real cost of remote work on mentorship and professional development, and how strategic restraint might be the most powerful tool in your marketing arsenal. Laura brings decades of experience helping companies achieve measurable business outcomes through marketing, while Susan brings [...]

Categories: Blog, Marketing|

How Your Nap Spot on the Couch Affects Your Business Success

After getting flooded with AI-generated guest pitch emails, Susan and Lany decided to remind everyone what Rooted in Revenue is really about. It's not just about making money. Everything you do impacts your revenue: your sleep patterns, your workspace, your team, even that specific spot on your couch where you always fall asleep. The podcast is about how to keep money from draining out of your business through [...]

Categories: Blog, Marketing|

Tool Addiction is Killing Your Company Culture

Technology promises to solve every business problem, but what if the tools themselves are creating the chaos? Susan Finch and Lany Sullivan explain some reasons why organizations continue to struggle despite investing in the latest software, platforms, and systems. The pattern is predictable: Someone attends a conference, hears about a game-changing tool, signs up immediately, and brings it back to the team without considering compatibility, redundancy, or whether [...]

Categories: Blog, Marketing|

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 [...]

Categories: Blog, Free Advice, Tech Stack|
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