Choosing the Right Tech Tools: The Art of Discernment
Which task management and marketing strategy tools should you use? Spoiler alert—it’s not as simple as picking the most popular software. Susan and Lany dive into the importance of discernment when selecting tools, sharing real-world experiences of software frustration, integration challenges, and team buy-in struggles. They emphasize the need to evaluate your team’s workflow, test software with real scenarios, and demand proper support before making a costly commitment. They explore why businesses often waste time [...]
Evergreen Excellence: Your Guide to Your Content Bank
Are your social posts starting to feel stale? Are you spending hours creating fresh content when you already have a goldmine of valuable material gathering digital dust? Stop the endless content creation cycle. Strategic content management isn't about constantly generating new material—it's about maximizing the value of your existing expertise and insights. In this episode, we cover building and maintaining an effective content bank that transforms your valuable [...]
Who’s Really Advising You? Conflicts of Interest You Might Not See from Frank Scavo
When seeking expert advice—whether from consultants, industry analysts, or vendors—you expect unbiased insights. But what if those recommendations are shaped by financial incentives you never see? Frank Scavo unpacks three levels of conflict of interest that can influence business decisions: vendors pushing their own solutions, consultants profiting from what they recommend, and analysts whose rankings may be swayed by sponsorship dollars. If you want to make smarter decisions and [...]
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 [...]