Does your creative team have a hit-by-a-bus plan?
Great title, right? But you need a plan. We partner with outside contractors, even our own team - are they documenting what they are doing for you, the project, the client in a way that would allow anyone else to pick up the project and continue on? Is the logic in place for the programming or creative decisions? ASK THEM. This quick episode gives you more ideas to [...]
Why a Compatibility Form is a Game-Changer for Client Onboarding
After my Rooted in Revenue podcast episode with Lany Sullivan a few months ago about client intake forms, I implemented my own "compatibility" form here. It’s been a game-changer! Directing prospects to fill out this form as a first step has streamlined my process, allowing me to come to initial meetings with clarity about where they are in their business, what their priorities should be, and opportunities we [...]
Beyond the Hustle: Why Peace Matters in Business and Life
This episode of Rooted in Revenue takes an enlightening turn in a world that often pushes us to look outside ourselves for validation and success. Join host Susan and her guest, Chris Champion, as they explore how starting each day with intention and finding your inner peace can transform not just your personal life but your business success as well. From morning walks to barefoot moments in nature, [...]
The True Cost of Tech Waste: Why Nonprofits Lose 33% of Their IT Budget
Organizations typically waste about one-third of their IT budget through 38% waste on desktop software, 34% waste on data center software, and 33% waste on SaaS applications The Hidden Cost of Digital Tools: A Leadership Guide for Nonprofits Like a garden where well-intentioned but scattered plantings can lead to an overgrown maze rather than an inviting landscape, nonprofit organizations often find themselves in a similar [...]
AI Risk Management: A CMO’s Guide to Tool Selection and Governance Guest: Patty Parobek
Susan Finch sits down with Patty Parobek from Mod Op to explore the strategic implementation of AI in business. They discuss the concept of an "AI Playground" - a structured approach for organizations to test and evaluate AI tools before full deployment. The conversation covers essential topics, including developing responsible AI use policies, forming cross-functional AI councils, and protecting sensitive data when using AI platforms. Patty shares valuable [...]
Bios with mixed signals: Are you James, Jim, or Jimmy?
For executives, those with a C in their title, or Directors, the bio on your website is a place investors, potential clients, and even potential employers check to learn about your company and you. A consistent message is essential, and it starts with your name.
Setting Up Professional Email for Real Estate: Beyond @gmail.com
Have you ever cringed when seeing any type of professional, but especially a real estate professional, using a personal Gmail account for business? Nothing screams "amateur" or even a potential scam like JohnSmith1234@gmail.com on a business card or in your signature. Let's fix that and get your email as professional as you are. Following our discussion about domain management, let's tackle the foundation of your business communications. Your [...]
A reminder about counting on new tools for important tasks, PastryMade rollers
I run across ideas and am convinced to try them. New tools, gifts, strategies, techstack apps - some work. This one didn't and serves as a reminder to do more research and not believe the photos you see. My team, my kids, saw them and were skeptical, "How can those work? It's too detailed." I assured them they work based on the site and reviews. I followed the [...]
Domain Ownership and Renewal Tips – Part 1
Have you ever felt lost when managing your website’s domain? You’re not alone. Some tech professionals keep these concepts vague to maintain control over their clients. Let’s break down what you need to know and document to stay in control of your digital property. Remember, your domain for your company is YOURS. Do not let an outside contractor register a domain for you, even if they are trying [...]
Taking Control of Your Domain: What Tech People Don’t Tell You
Have you ever felt lost when managing your website's domain? You're not alone. Some tech professionals keep these concepts vague to maintain control over their clients. Let's break down what you need to know and document to stay in control of your digital property. Remember, your domain for your company is YOURS. Do not let an outside contractor register a domain for you, even if they are [...]
You’ve paid to register your domains, what are they doing for you?
We get ideas while watching a show, attending a conference, taking a walk, at a networking event then we buy a domain. Sometimes we buy a lot of them, variations of the same one. Domains are typically pretty cheap. I'm a Godaddy reseller JUST for the domain aspect. They do domains well. But are you using the domain? You paid for it. What about all the variations? [...]
Review Your Resources Regularly – Sign and Brochure Printing Resources
Brochures from Wise Pelican Working with real estate professionals, one thing is clear - they all need to review their vendors for marketing supplies. Who are your suppliers for: Signs Business Cards Postcards Virtual tours Drone services - or would it be better to hire a part-time person skilled with a drone? Domain registration Site hosting (different from domain registration company usually) When was the last [...]