The 5 Questions That Prevent Email Migration Disasters
Moving your business email from one system to another sounds straightforward until it isn't. Susan learned this the hard way during a weekend-long migration that revealed every hidden complexity you never think to ask about upfront. In this episode, she breaks down the five critical questions every business owner must answer before switching email systems - questions that could save you from your own technical nightmare and budget [...]
Why Email Migrations Fail (and How to Make Yours Succeed)
What looked like a quick job turned into days of cleanup, testing, and client involvement. That’s the reality of most email migrations. Success comes from knowing the pitfalls in advance, setting expectations, and guiding clients through each step.
When Automation Experts Struggle with Their Own Systems Guest: Alane Boyd
Today's episode could save you 20% or more on overhead costs while boosting employee retention by up to 45%. My guest is Alane Boyd, Co-CEO of BiggestGoal.ai and workflow automation expert with nearly two decades in tech. But here's what sets her apart: instead of forcing you into complicated project management tools you'll hate, she works with what you already use and love. Alane's built her philosophy around [...]
ADA Compliance on Your Site: Accessibility Checklist for Content Builders
Website Accessibility Checklist for Content Creators About 1 in 4 adults has a disability that affects how they use websites. That's millions of potential customers, readers, or community members who might hit a wall trying to use your site. But here's the thing—most accessibility fixes are easier than you think, and they make your website better for everyone. When someone can't distinguish between your text and background colors, [...]
Why Your SEO Foundation Determines AI Visibility Guest: Maurice White
Google First, AI Second: The Smart Agent Strategy Your prospects aren't abandoning Google - they're using it PLUS asking ChatGPT, Perplexity, and Claude for deeper research. Here's the reality: Google still processes 373 times more searches than ChatGPT. But the 1% of prospects using AI answer engines? They're your highest-intent leads spending 23+ minutes researching before they ever call an agent. Most real estate professionals are asking the [...]
Why Your “Automated” Marketing Content Is Quietly Killing Your Lead Generation
Discover why automated real estate content hurts your SEO and GEO rankings. Learn how to create market-specific content that gets cited by AI engines and generates qualified leads.
Team Alignment vs. Team Building: What Actually Drives Revenue Performance Guest: Frederic Lucas-Conwell
You've hired great people individually, but your team still isn't performing at its potential. Sound familiar? Most companies focus on individual talent while completely missing the multiplier effect of understanding how team members naturally function together. In Part 3 of our series with Frederic Lucas-Conwell, President of GRI (Growth Resources Institute), we dive into "The Team Performance Multiplier"—how behavioral dynamics can accelerate revenue growth through better collaboration and [...]
Why People Won’t Join Your Service Club – And How To Fix It Guest: Miguel A. de Jesus
The Crisis Killing Service Organizations - And How to Save Them Rotary clubs, Lions International, Chambers of Commerce, and countless other service organizations are dying. Membership is aging out, younger generations aren't joining, and traditional models that worked for decades are failing spectacularly. In this eye-opening episode of Rooted in Revenue, host Susan Finch and guest Miguel de Jesus tackle this crisis head-on. Miguel, a seasoned executive who [...]
Dinner Shoes vs. Disneyland Shoes: Why Your Marketing Strategy Needs to Go the Distance
Recently, while packing for a trip that not only was a birthday celebration, but included long - VERY long walks, fancy dinner dates, and a Disneyland marathon, I found myself staring at my closet, facing the eternal question: "How many pairs of shoes do I need to bring on this trip?" But this wasn't just any regular shoe dilemma. I had two very different events ahead of me, [...]
Why AI Resume Filters Are Eliminating Your Best Candidates Guest: Frederic Lucas-Conwell
Your son just graduated college with excellent grades, but can't get past the "AI robot" screening resumes. Meanwhile, companies like Nike are using AI filters as their first hiring step, eliminating potentially brilliant candidates before any human ever sees them. What's going wrong with this approach? In Part 2 of our series with Frederic Lucas-Conwell, President of GRI (Growth Resources Institute), we dive beyond traditional resume screening into [...]
Beyond Perfect Candidates: Why Job Descriptions Are Killing Your Hiring Success Guest: Frederic Lucas-Conwell
Most hiring managers are drowning in resumes, conducting endless interviews, and still ending up with costly mis-hires that drain productivity and morale. What if the problem isn't finding good candidates—it's understanding what you actually need before you start looking? In this episode of Rooted in Revenue, host Susan Finch sits down with Frederic Lucas-Conwell, President of GRI (Growth Resources Institute), to explore how behavioral intelligence is revolutionizing the [...]
Why Hiring Former CEOs as Consultants Backfires Guest: Frank Scavo
When Frank Scavo sent me his latest article about consulting skills, I knew we had to dig deeper. After 20 years of working together—first as his client, then as colleagues—we've lived the collaborative consulting model he champions. In this conversation, we explore why seasoned executives often struggle to transition into consulting, the critical difference between having authority and wielding influence, and why the best consulting relationships blur traditional [...]













