Tick-Tock – have you brought in your OLD Google Anlaytics Data? You are running out of time.
You may have Google Analytics 4.0 and be set. You may have set it up but didn't bring in your OLD data from the previous version. If you don't know - go look at your site's analytics account. If you do not have the rights or know where to go, ask your marketing or web services provider to get you in there AS THE ADMIN. It's your site. [...]
A Marketing Professional Caregiving Kit for Waiting Rooms
Throughout the past 12 years, I have spent my time in waiting rooms at hospitals and outpatient facilities. Sometimes, this involves hours of waiting for updates and has me out of the office. Since I typically need to focus on a task I can control in these situations, I've found bringing a work kit with me is very helpful. Sometimes, I'm stuck in a waiting room, sometimes in [...]
Launching Your Brand: The Steps for a Smooth Transition
Creating a company from scratch is exciting, and there is a specific order to tell the world about it. This episode will give you some steps to add to your plan. Whether you are transitioning from a previous company, starting a brand new endeavor, or relaunching your own brand, these steps will help you quickly establish trust in search and on email servers. 1. Get your vector version [...]
Translating Your Brand Voice: Why Professional, Human Editing Matters
In this quick episode, Susan Finch from Rooted in Revenue shares valuable insight about the importance of professional editing and proofreading when translating marketing materials into another language. While AI tools can be helpful, they may not always capture the nuances and cultural context needed for effective communication and translation. Professional proofing and editing are particularly important if you have a detailed branding guide. A recent episode of [...]
A Cautionary Tale: New Phone and Authentication Missed Steps
I got a new phone - first one in a few years. You'd think I'd be excited. I am not - at least not today. I went through the instructions from Apple on how to back up my phone, how to transfer the data and back up, how to disable the old phone, how to strip the old phone, and then ship it off in the box provided [...]
Balancing Protection and Simplicity in Your Vendor Contracts
Are you a small business owner unsure about contracts, roles, and expectations with your clients? In this episode of Rooted in Revenue, we dive into the importance of having clear agreements to protect you and your clients. As vendors, we understand the challenges of navigating these relationships and the potential pitfalls of not having a solid foundation. We discuss what clients should expect from you, how to demonstrate [...]
Vetting Vendors: The New Shiny Thing Or Vendor is Tempting, But Can Be Costly
Are you entrusting your business to the right vendors? In this episode of Rooted in Revenue, Susan Finch and Lany Sullivan dive deep into the crucial topic of vetting vendors. From graphic designers to accountants, they share eye-opening insights on what to look for and what to avoid. Discover the importance of securing your intellectual property, protecting your sensitive information, and ensuring your vendors have your back in [...]
Before you react out of fear, read the fine print of letters.
Fear-mongering, creating chaos, panic, and confusion, is the goal of some unscrupulous companies, such as W.C.S., to get you to act and pay them money. Each year, a company called W.C.S. sends out an official-looking letter about filing my annual report for my LLC. It has a registry number, a generated customer ID number, and many other official information pieces. The state of Oregon confirms that it's a [...]
How AI and Time Management Converge for Maximum Efficiency Guest: Debi Davis
Time management is more critical than ever, especially with the rise of AI tools and virtual assistants. Properly tracking and documenting how you spend your time can lead to significant benefits, from increased productivity to smoother delegation and onboarding. In this episode of Rooted in Revenue, hosts Susan Finch and Debi Davis dive deep into the future of time management and its intersection with AI. They discuss practical [...]
Checklist for Real Estate Brokers Before You Leave Your Franchise
Are you a real estate broker on the brink of a major change? Whether you're considering leaving a franchise to establish your brand, or switching franchises, this transition can be both exhilarating and daunting. The key to success lies in meticulous planning and preparation. In this episode, Susan shares her expertise to guide you through the critical steps you need to take before leaping. Susan provides a small [...]
Protect Your Business, Protect Your Clients: Mastering Internal Controls and Security
Are your business's internal controls and security measures up to par? In this final episode of our 6-part series, Lany Sullivan and Susan Finch dive deep into the importance of protecting your clients' information and your own liability. They expose common pitfalls like using sticky notes for passwords or entrusting cash transactions to a single person. Lany and Susan emphasize the critical need for secure password management, digital [...]
Building a Sustainable Tech Stack – Do you still use it?
This episode will give you an actionable list to evaluate your current tech stack. Lany and Susan will also give you ideas on what to look for when evaluating new pieces to your tech stack. Did you know that anything you log in to for your business is part of your tech stack? Lany will give you her strong opinions on several pieces of software and tools. Susan [...]