Drawing on over 30 years of executive coaching experience with clients like Dell, Microsoft and Deloitte, Anne challenges the startup playbook’s overemphasis on spreadsheets and conventional tactics. Instead, she introduces listeners to the idea that an organization’s invisible energy, its collective intuition and relational dynamics, drives the results leaders really want. 

Through a deep-dive discovery process, Anne shows how asking better questions uncovers hidden drivers of productivity and performance, steering teams away from “checklist” solutions toward the underlying behaviors and beliefs that make or break success. Anne and Zachary then unpack the neuroscience behind the fight-flight-freeze instinct and share simple, high-impact techniques, like “name it to tame it”, that help leaders gain mastery over emotional reactions and adopt new, adaptive habits. 

They explore why leaders must shift from command-and-control to designing living systems that embrace complexity and uncertainty, and they discuss how AI can serve as a force multiplier and thinking partner rather than just another taskmaster. To make these ideas immediately actionable, Anne encourages listeners to expand their perspectives by seeking fresh input, to let go of the myth of predictability, and to lean into complexity as the new normal. 

Timestamps

1. Focusing on organizational energy and intuition over just strategy – 01:50
2. Conducting deep discovery to uncover the real root causes of performance issues – 03:19
3. Recognizing and managing fight/flight/freeze instincts under pressure – 07:52
4. Applying neuroscience tools like “name it to tame it” for emotional regulation – 11:53
5. Shifting from industrial-age command-and-control to designing adaptive systems – 16:43

Connect with Anne

https://www.interaworks.com/

https://www.linkedin.com/in/anne-mcghee-stinson-474a5a1a/

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He recounts how a people-first mindset, honed during his years as an Army veteran, championship coach and martial-arts competitor, underpins every decision at FLO, from sales incentives and client onboarding to the weekly leadership huddles that keep the team aligned and energized. They dive into FLO’s simple yet thorough client journey, discovery calls, tailored tech builds, menu or catalog setup, staff training, and ongoing white-glove support, and Jimmy unpacks the often-confusing world of cash discounting versus surcharging. 

He explains the compliance pitfalls that have landed more than 160,000 U.S. businesses with steep fines, and highlights the importance of choosing the right pricing model (interchange-plus, cash discounting, or surcharge) and staying PCI-certified to avoid hidden fees. Wrapping up, Jimmy speaks to the power of “win or learn” competition, the strength of a flexible, multi-vendor approach and the impact of FLO Cares, the company’s private foundation supporting youth sports and community outreach. 

Timestamps

1. Jimmy Moore’s Background & Founding of FLO Business Solutions – 00:46
2. Key Early Mistakes: Recruiting Strategy & Missing Rev-Ops Hire – 02:42
3. FLO’s Client Onboarding Process: Discovery to Ongoing Support – 06:41
4. Cash Discounting vs. Surcharge: Compliance Requirements & Fines – 12:10
5. Common SMB Mistakes in Payment Processing & Payroll Setup – 19:04
   
   

Connect with Jimmy

https://flobizsolutions.com/

https://www.linkedin.com/in/moorejimmy/

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That observation led her to build Riply, an AI-assisted intelligence platform designed specifically for local radio stations. Riply combines advanced, automated story gathering with human editorial oversight, delivering broadcast-ready, hyper-local news content faster and more sustainably, without sacrificing journalistic quality or credibility. 

Jen explains why AI won’t replace radio professionals but instead frees them to focus on connection, creativity, and truly local storytelling, helping stations close information gaps in news deserts, reclaim lost community trust, and deliver the timely coverage their listeners rely on.

Timestamps

1. Guest Introduction & Riply Overview – 00:49
2. Riply Onboarding & Customization Process – 03:02
3. Ensuring Credibility: Human-in-the-Loop Oversight – 06:21
4. Addressing Local News Deserts with AI Reporting – 11:18
5. AI as an Augmenter, Not a Replacement, for Radio Pros – 17:22

Connect with Jen

https://riplymedia.com/

https://www.linkedin.com/in/austinjen/

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He shares his journey from building a national practice across 40 states to focusing exclusively on helping entrepreneurs shift from mere tax compliance to tax strategy, a shift he says can be worth six figures. Throughout their conversation, Zach and Boris unpack why so many business owners wait until year-end to file returns and end up surprised by hefty tax bills. Boris explains the critical difference between traditional accountants, who simply prepare returns, and tax strategists who proactively plan deductions, credits, and incentives throughout the year. 

He outlines his firm’s client process: from an initial profitability assessment to monthly “welcome” calls, where they apply 15 core strategies that routinely save business owners between $20,000 and $50,000 (or far more, depending on profit brackets). Along the way, they spotlight common pitfalls like missing the Qualified Business Income deduction, failing to document real-estate cost segregation studies, or simply not seeking specialized tax advice early enough. 

To wrap up, Boris emphasizes that the U.S. tax code is rife with Congress-approved incentives, child-care credits, research and development tax credits, accelerated depreciation for real estate, and that the IRS’s role is merely to enforce these rules, not to intimidate compliant taxpayers. 

His top takeaway for entrepreneurs: get educated and get proactive. If you’re generating profits today, start planning today, you might be leaving tens or hundreds of thousands of dollars on the table. 

Check out Boris’s free guide, “7 Tax Write-offs Every S Corporation Owner Must Know” at 7taxwriteoffs.com, and follow him on YouTube and social media for more practical tax-saving strategies.

Timestamps

1. Avoiding “shiny object syndrome” in business growth – 02:01 
2. Overview of Boris’s tax-planning process and core strategies – 04:00 
3. Difference between a traditional accountant and a tax strategist – 07:19 
4. Common tax-planning mistakes (lack of proactiveness, missed deductions) – 15:01 
5. Understanding IRS incentives and the legitimacy of aggressive strategies – 22:14

Connect with Boris

https://borismtax.com/

https://www.linkedin.com/in/boris-musheyev-cpa/

https://www.youtube.com/@borismusheyevcpa

https://www.instagram.com/boris_musheyev_cpa/?hl=en

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Chapters

• (00:00:00) - Do You Overpay in Taxes?
• (00:00:28) - The Entrepreneur's Logbook Podcast
• (00:01:55) - What Would You Do Different If You Had to Start Your Business Over
• (00:03:31) - Can Business Owners Save Money on Taxes?
• (00:07:31) - Do Small Businesses Need Tax Planning?
• (00:13:13) - How to Plan Your Taxes effectively
• (00:15:28) - What Are the Most Common Tax Mistakes Made by Business Owners?
• (00:18:59) - Tax Preparation
• (00:21:46) - Is IT Aggressive?
• (00:26:59) - taxes, business owners talk
• (00:27:30) - Tax Planning Basics for Business Owners
• (00:30:04) - 7 Tax Write Offs For S Corporations

Malinda recounts her years at top New York agencies, when she realized that traditional market research, panels, focus groups in strip-mall meeting rooms and endless surveys, was failing even the savviest clients. 

Driven by a “no regrets” philosophy, she began recruiting participants one relationship at a time: spotting well-heeled women over cocktails at Barneys, striking up conversations at Bergdorf Goodman’s shoe department, then weaving those connections into “cultivated communities.” Fifteen years later, Look Look has conducted more than 900 studies with over 30,000 real consumers including high-net-worth women, beauty aficionados, automotive enthusiasts and more, who are eager to share honest feedback and shape the brands they love.

Zach and Malinda dive into the pivotal decisions that fueled Look Look’s growth, and the one change she might have made sooner: shifting from a mobile app to a web-based platform for greater flexibility and faster updates. 

They explore how Look Look’s hybrid qualitative-quantitative approach feels more like a friendly group chat than a sterile survey, why real-time text conversations unlock deeper insights, and how that intimacy turns participants into brand evangelists. Malinda also opens up about expanding into China via a bespoke WeChat mini-program that lets her team engage luxury buyers at “China speed,” and she teases Look Look’s next evolution: a three-part offering that blends insights, media and experiential activations to ignite desire and deliver measurable business impact. 

Whether you’re wrestling with siloed research teams or trying to crack a new market, this conversation offers a master class in modern consumer discovery, proving that when you treat people as more than data points, everyone wins.

Timestamps

1. Lessons learned: migrating from a mobile app to a web-based platform – 02:21
2. Cultivated communities vs. traditional panels for consumer insights – 04:36
3. Barney's grassroots recruiting story and building a high-net-worth network – 08:08
4. Changing luxury consumer behaviors and emerging global players – 12:57
5. Modern qualitative methods: immersive digital experiences & peer-to-peer influence – 18:55

Connect with Malinda

malinda@looklook.app

https://www.looklook.app/

https://newsletters.looklook.app/

https://www.linkedin.com/in/ceolooklook/

https://www.instagram.com/luxuryverse100

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Chapters

• (00:00:00) - The Power of Focus Groups
• (00:00:27) - Outlook: The Business of Consumer Research
• (00:01:52) - Have You Got Any Regrets?
• (00:04:50) - The Process of Consumer In-Research
• (00:12:39) - What's Luxury Brands Getting Wrong
• (00:15:26) - Luxury Brands in China
• (00:18:55) - What Would a Different Approach to Data Gathering at Tiffany?
• (00:24:54) - The 3-Part Solution for Consumer Marketing
• (00:27:58) - How To Get In Touch With The Luxury Community

They discuss the early mistake of casting too wide a net across industries, why zeroing in on one or two verticals would have accelerated their growth, and how specificity in messaging and market targeting makes all the difference for a young business. Next, Robb explains Flying V Group’s consultative “zero-to-90-days” framework, from discovery calls and deep audits to strategy delivery, rapid implementation, and iterative optimization. 

He emphasizes the importance of clear campaign structures for paid media, setting up proper tracking, and aligning sales teams so that leads are followed up immediately. Zach and Robb also dive into the seismic shifts brought on by AI, generative search and LLMs, what they call GEO (Generative Engine Optimization), and why businesses must blend data-driven automation with authentic human expertise in content creation and customer engagement. 

To wrap up, Robb leaves listeners with actionable advice: first, take an honest look at your core business needs, whether it’s lead generation, brand awareness or sales enablement, and resist the temptation to chase every shiny new marketing tactic. Second, invest in clear processes and accountability, both on the marketing and sales side, so that every dollar spent drives measurable ROI. Finally, view emerging technologies like AI not as a threat but as a catalyst for more human-centric storytelling, expert positioning and stronger client relationships. 

Whether you’re just getting started or scaling an established firm, these insights offer a roadmap for sustainable, focused growth.

Timestamps

1. Focusing on Niche vs. Generalized Services – 02:22 
2. Consultative Onboarding & 0–90-Day Client Framework – 07:36 
3. Embracing AI/LLMs in Marketing & Search Evolution – 14:32 
4. Optimizing Paid Ads: Campaign Structure & Sales Follow-Up – 27:18 
5. Strategic Business Assessment: Clarifying Needs, Goals & Channels – 31:34

Connect with Robb

https://www.flyingvgroup.com/

https://www.linkedin.com/in/robbfahrion/

https://www.instagram.com/robbfahrion

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Chapters

• (00:00:00) - How to Build a Paid Strategy.
• (00:00:41) - Flying V Group's CEO Rob Varian on Yield Finance
• (00:01:43) - One Thing That We Wish We Had Done Differently
• (00:06:58) - How Do We Work With Clients?
• (00:11:07) - How To Build a Strategic Plan With a Consultative Approach
• (00:13:57) - Digital Marketing: Don't Get Left Behind in the AI Era
• (00:18:13) - What Should Business Owners Do With Marketing and Advertising?
• (00:20:42) - Marketing vs. Sales: Which Is Profits?
• (00:21:42) - Common Mistakes Business Owners Make When Running Paid Ad
• (00:25:58) - How to Improve Your Marketing
• (00:29:21) - Where to Connect with AI Marketing Experts?

He explains why knowing exactly who you’re selling to and leaning into your personal strengths (while quickly hiring support where you fall short) made his third venture scale so much faster than the first two. 

Throughout their conversation, Zach and Eric unpack the real power of nearshoring beyond simple cost cuts: time-zone alignment, cultural fit, and access to highly educated talent in Mexico, Colombia, Brazil, and Argentina. They explore surprising roles that thrive offshore (from senior developers to BDRs and AI implementation specialists), plus practical tips for integrating remote teams, daily 10-minute standups, clear deliverables, Slack or similar tools, and trust-based management. 

Eric also demystifies the legal side of global hiring, comparing contractor platforms, EOR solutions, and full entity setups, and shows how AI can supercharge recruiting by automating candidate profiles and technical screens, saving his team hours each week. 

Key takeaways include: start that business or new hiring strategy now, don’t wait for “perfect”; always define roles clearly and set up solid communication channels before scaling; and consider nearshore talent as a strategic growth lever, not just a budget option. 

Timestamps

1. Lessons learned from past ventures – 01:02
   2. Misconceptions about Latin American talent & nearshore benefits – 03:28
   3. Common nearshore roles & the balance between human reps and AI – 07:20
   4. Best practices for integrating and managing remote/nearshore teams – 12:04
   5. Legal/compliance options for international hiring (Contractor vs EOR) – 18:44

Connect with Eric

https://nearshorebusinesssolutions.com/

https://www.linkedin.com/in/ericrtabone/

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Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - Logbook Podcast
• (00:01:12) - If You Had To Start Your Company Again, What Would You Do
• (00:03:38) - What Does The Talent Pool Look Like in Latin America?
• (00:07:07) - Have We Seen Any Near Shoring Roles?
• (00:09:04) - Top Sales Executives: The Need for Human Connection
• (00:11:44) - How Does a Remote Team Integrate?
• (00:14:05) - Beyond the Company: Integrating With Your Clients
• (00:20:05) - Exploring the EOR Hiring Industry
• (00:23:57) - How AI is Affecting the Recruitment Hiring Process
• (00:29:08) - Top Hiring Executives on Hiring Plans
• (00:32:02) - Ending Thoughts / Advice For Starting a Company

He walks us through his foundational three-phase system (Design, Deal and Deliver), breaking down the nine keys of mindset, strategy, branding, marketing, sales, numbers, systems and leadership that any business can apply immediately. Zach and Athin dive into practical tactics for reframing limiting beliefs: catching “business is hard” thoughts, flipping them to empowering affirmations and repeating them daily, and explain why mindset work is the launchpad for every growth strategy. 

They also explore how to leverage AI responsibly, from using tools like Opus Clip for bite-sized social clips to building custom automations that slash hours of repetitive invoicing into minutes. Athin stresses that AI must be paired with well-documented processes and talented people to multiply output rather than replace teams. 

Finally, Athin reveals his 30-20-10 rule for healthy profit margins and why forecasting cash flow, reverse-engineering your revenue goals, and diversifying into complementary businesses are critical to building what he calls a “kingdom” of assets. 

Whether you’re aiming to double revenue, create generational wealth, or unlock true freedom, you’ll walk away with clear steps for pricing smarter, scaling faster, and designing the lifestyle you want.

Timestamps

1. Ethin’s “Business Growth MBA” Nine-Key Framework – 07:52
2. The Critical Role of Mindset and Reframing Beliefs – 10:51
3. Leveraging AI and Automation to Scale Operations – 14:10
4. Financial Fundamentals: Pricing, Profit Margins & Cashflow Forecasting – 21:24
5. Building a Diversified “Business Kingdom” for Long-Term Resilience – 28:22
   
   

Connect with Athin

https://www.athincassiotis.com/

https://podcasts.apple.com/us/podcast/the-business-growth-show-with-athin-cassiotis/id1519360640

https://www.linkedin.com/in/athincassiotis/

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Zach and Michael kick things off by unpacking the two game-changing moves he would make if rebuilding a business today: crafting an ultra-specific customer avatar (down to a single persona, six pages deep) and building a structured, no-cost strategic partnership network that consistently flows new leads without relying on paid ads. 

From there, Michael outlines what sets Next Step CFO apart as a “strategic CFO” firm: an obsession with speed, a 10-minute AI assessment that delivers three tailored growth strategies in minutes, and a focus on the five vital numbers every owner needs. He walks us through his five core business strategies, freeing up time, the seven-step Pathway to Profit, the market-dominating Conversion Formula, revenue-boosting partnerships, and capturing nearly 100 percent of prospects on the buyer’s journey. 

Listeners will also learn Michael’s proprietary Conversion Formula (Captivate, Fascinate, Educate, Close) and the five components of a compelling offer, scarcity, risk reversal, added value, bundling, and outcome indifference, that outsmart the competition and win customer loyalty. 

Before signing off, Michael makes a compelling case for the business-and-cashflow forecast, explaining how it models your most effective business structure, answers “Can I afford it?”, pinpoints cash needs, and turns rainy-day surprises into forecasted insights. 

To help entrepreneurs get started, he’s offering a free copy of his book, Powerful Business Strategies, and a complimentary 10-minute AI assessment at nextstepcfo.net, complete with step-by-step implementation plans designed to unlock hidden revenue and reclaim your time.

Timestamps

1. Crafting a Detailed Customer Avatar & Building Strategic Partnerships – 02:07
   2. The Role of a Strategic (Fractional) CFO vs. Bookkeeping – 08:30
   3. Low-Cost/No-Cost Marketing: Identifying “Allies” for Joint Ventures – 06:03
   4. The Conversion Formula & Position of Market Dominance (Captivate, Fascinate, Educate, Close) – 16:16
   5. Benefits of a Business & Cash-Flow Forecast – 27:39

Connect with Michael

https://www.nextstepcfo.net/

https://www.linkedin.com/in/michaelbarbarita/

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Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - What Is Market Dominance?
• (00:00:24) - The Lockbook: Michael Barbarita
• (00:01:40) - Rebuilding Your Company From Scratch
• (00:04:44) - Strategic Partnerships: The Right Approach
• (00:08:03) - Fractional CFO Services
• (00:12:54) - Grow Your Business
• (00:15:50) - What is a Market Dominance?
• (00:16:15) - The Market Dominance Formula
• (00:19:46) - The 4 Components of a Merger Offer
• (00:24:58) - The 5 Components of a Compelling Offer
• (00:27:11) - Business and Cash Flow Forecast
• (00:30:20) - Michael On CFO: Powerful Business Strategy

From the moment he realized the power of sheer outreach volume to validate any new offer, to the exact steps he now uses to secure top-tier press placements, Carson lays out a framework that any founder can follow without overthinking market research or stalling on strategy. 

Together, Zach and Carson unpack how entrepreneurs can craft newsworthy stories and build a brand presence that drives sales, recruitment, partnerships and even investor confidence. They explore the difference between earned editorial coverage and advertorials, why targeting a handful of the right journalists beats blasting thousands of irrelevant pitches, and how to turn a single press placement into a sales-enabling asset, complete with Google and AI visibility that builds buyer trust. 

Whether you’re a two-month-old startup or an established enterprise, this conversation will reshape how you think about PR as a growth lever rather than just a branding checkbox. Ready to put these ideas into action? Tune in for concrete tips on messaging, media-list building, story angles and follow-up strategies that take you from pitch to press and beyond. 

Timestamps

1. Validating Your Offer Through High-Volume Outreach – 01:57
   2. PR Pitching Process & Crafting a Compelling Story Angle – 05:14
   3. Building Google Presence & Credibility for Early-Stage Startups – 07:14
   4. How Media Coverage Fuels Your Sales Process & Conversion Rates – 12:59
   5. Editorial vs. Advertorial Placements: Choosing the Right Publications – 16:53

Connect with Carson

https://spitzpr.com/

https://www.carsonspitzke.com/

https://www.linkedin.com/in/carsonspitzke/

Sponsored by We Feature You PR - Helping entrepreneurs build thought leadership through strategic podcast placements and launching their own shows.

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Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - How long in the business does it mean?
• (00:00:26) - The Entrepreneurs Logbook Podcast
• (00:01:06) - Rebuilding Your Company
• (00:03:59) - Getting In the Press With Your Company
• (00:06:32) - How to Get Your Business Out There
• (00:07:47) - Credible Companies: From Startups to Large Companies
• (00:11:49) - How to Get Your PR Done effectively
• (00:15:39) - How to Get Your PR Out There
• (00:19:15) - Forbes Magazine: The Sales Enablement
• (00:24:24) - How to Get Published by a PR Firm
• (00:28:17) - How to Pitch Yourself to Journalists in Earned Media
• (00:30:13) - Carson on Personal Brand PR
• (00:30:52) - How To Reach Out To People Through LinkedIn

From federal construction projects and municipal licenses to cannabis dispensaries and probate estates, Gary explains how these three-party guarantees keep projects on time, protect owners from financial risk, and offer contractors a powerful marketing edge. Zachary and Gary dive into the nuts and bolts of surety bonds, how they differ from traditional insurance, why they’re required for any federal job over $125,000 (and many state or private contracts), and why bonds represent an old-school form of social proof. 

Listeners learn about license and permit bonds for restaurants, gas stations, and liquor distributors as well as court and appeal bonds when you lose a case and need to secure an appeal. Gary also shares how rising material costs, labor shortages and tighter credit profiles have made bonding both more challenging and more essential for general contractors scrambling to replace subs, bid competitively and avoid months-long delays. 

Before wrapping up, Gary offers practical advice for business owners and developers: treat bonding as a strategic business decision rather than just paperwork, use it to unlock higher-margin government work, and leverage your bond status to stand out in commercial real estate and beyond. 

Timestamps

1. Lessons from restarting a business: focus on customers and partnerships sooner – 02:19
   2. What is a surety bond and how it works (three-party guarantee on federal and state projects) – 03:33 
2. Key differences between surety bonds and insurance – 05:31
   4. Common industries and use cases for surety bonds (restaurants, liquor licenses, cannabis, court appeals) – 11:42
   5. Current economic challenges impacting the surety bond market (material costs, labor shortages, credit impacts) – 15:12

Connect with Gary

https://swiftbonds.com

https://www.linkedin.com/in/gary-swiftbonds-76a4b861/

Sponsored by We Feature You PR - Helping entrepreneurs build thought leadership through strategic podcast placements and launching their own shows.

Ready to amplify your voice? Get in touch today.

Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - What is a Surety Bond?
• (00:01:49) - What If You Had To Start Your Company From Start
• (00:03:02) - What are Surety Bonds and Property Owners Insurance?
• (00:08:50) - Do contractors need a bond on their work?
• (00:11:07) - Do Business Owners Need T-Bonds?
• (00:14:48) - Are Contractors Harder to Get Bonded?
• (00:20:53) - Gary, Anything About Surety Bonds?
• (00:22:27) - How To Get In Touch With Swift Bonds Guy

Tim walks us through his journey from 25+ years at agencies like Razorfish to three startup launches and raising over a million dollars, culminating in LatticeWork’s mission to stitch together every piece of a company’s technology stack. 

When prospects in 2018 told him they already had 20 data platforms, Shea doubled down on a managed-services model: building a custom “latticework” of pipelines, warehouses and dashboards that bring one true-north metric into focus (think LTV/CAC, churn, retention, margin) and allow brands to ask follow-up questions in real time. 

Throughout the conversation, Tim emphasizes that despite the explosion of AI tools promising code-free solutions, nothing replaces experienced human specialists who understand both data engineering and marketing strategy. He explains why companies still waste hours each week in “spreadsheet hell” or roll out half-baked AI pilots that never reach production, and he shares best practices for entrepreneurs at every stage: build a unified data pipeline early, upskill teams to speak a common analytics language, and structure experiments with statistical rigor (not just spaghetti-at-the-wall influencer stunts). 

If your growth feels stuck, this episode offers a path forward, invest smartly in your data culture, align stakeholders around an intelligence layer, and watch your ROAS (or should we say ROAnalytics?) multiply.

Timestamps

1. Guest Introduction & Tim Shea’s Background – 01:45
2. The Fragmented Data Problem & Company Pivot to Managed Services – 05:12
3. LatticeWork Insights’ Data Pipeline, Warehouse & Intelligence-Layer Process – 08:30
4. AI Hype vs. Reality in Analytics & Why Human Expertise Still Matters – 17:49
5. Measuring the ROI of Analytics Spend & Building a Data-Driven Culture – 22:56

Connect with Tim

https://www.latticeworkinsights.com/

https://www.linkedin.com/in/sheanineseven/

Sponsored by We Feature You PR - Helping entrepreneurs build thought leadership through strategic podcast placements and launching their own shows.

Ready to amplify your voice? Get in touch today.

Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - The Entrepreneurs Logbook Podcast
• (00:00:47) - Data Science In the Marketing World
• (00:01:45) - Double Down, Triple Down & Quadruple Down
• (00:06:53) - How To Build a Data-Driven Company.
• (00:14:58) - Big Data unlocks the company's culture
• (00:15:56) - Will AI Replace Jobs in the Future?
• (00:21:03) - The Real ROI of Analytics Spend
• (00:22:59) - In the Elevator With Tim Cook
• (00:25:45) - What Do Startups Need to Know About Networking
• (00:27:45) - How to Build a Data Culture at Bigger Companies
• (00:34:37) - FOMO: The Influencer Problem
• (00:37:39) - Tim LaNeef on Standards & How They Affect Marketing

Her work for brands like Gucci, Spanx, Elf Beauty and as agency of record for the rolling tote sensation Hulkin (now in Target) has taught her the power of storytelling in every form. Along the way, she’s built these companies from the ground up while raising two kids and funding everything herself. 

During their conversation, Zachary and Arielle dive into the lessons she’d share with her younger self, chiefly to embrace naivete, chill out on imposter syndrome and remember that nobody really knows what they’re doing. 

Arielle makes a compelling case for “building in public,” weaving authenticity, consistency and a strong founder-led voice into brand strategy. They unpack the key ingredients of a lasting brand identity (from palette and typography to photographic language and core values), the smart use of community engagement over empty AI gimmicks, and why showing the behind-the-scenes journey wins more hearts than a polished final product. 

Wrapping up, Arielle offers concrete advice for startups and small businesses: bring on specialists when you can, lean into a distinctive tone of voice, and obsess over every guest or customer touchpoint, whether it’s the color of your invitation, the first hello at a wedding or the way your logistics team greets someone on arrival. 

You’ll walk away inspired to hone your brand’s personality, design experiences people actually remember, and start sharing your journey today, because real connection trumps perfection every time.

Timestamps

1. Overcoming imposter syndrome & valuing naivete in entrepreneurship – 03:05
   2. Authentic brand storytelling: consistency, tone & founder visibility – 05:46
   3. Building in public & sharing your brand journey early – 06:27
   4. Core elements of brand identity: color palette, typography, imagery & values – 11:55
   5. Crafting memorable experiences: thoughtful guest journey & event details – 16:16
   
   

Connect with Arielle

https://www.whipcreativestudio.com/

https://www.linkedin.com/in/arielle-tayar-45430a61/

https://www.instagram.com/arielletayar

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Chapters

• (00:00:00) - The Lockbook: A Business Review Podcast
• (00:00:43) - In the Elevator With Arielle Tejar
• (00:01:49) - What's One Thing That You'd Do Differently
• (00:06:47) - Hulken on Starting a Brand
• (00:10:04) - What is a Brand Identity?
• (00:12:11) - The Essential Brand: A Personal Brand
• (00:15:09) - What Makes A Memorable Wedding?
• (00:20:39) - 5 Tips for Building a Good Brand
• (00:23:55) - How To Get In Touch With People.

Paul traces his entrepreneurial journey from launching Retarget App as an 18-year-old in Ukraine to scaling AdWisely, now managing over $15 million in ad budgets and routinely delivering 600 percent ROAS for thousands of online stores. He reflects on two pivotal lessons: relocating sooner to the heart of his market in the U.S., and honing in on micro customer segments to avoid building unwanted features for the wrong audience.

Zach and Paul then unpack AdWisely’s step-by-step playbook. First comes a high-touch kickoff, where the team sits down with each brand to calculate breakeven ROAS and align on realistic targets. Next, they lock in data integrity: server-side tracking, catalog clean-up and Merchant Center setup, before launching a catalog-centric, evergreen campaign built for both Google and Meta.

Over biweekly review cycles, AI-driven automation tackles repetitive tasks (think creative testing and ad copy suggestions) so expert strategists can focus on deep analysis, scaling budgets no faster than 20 percent per month.

Before you go all-in on your next ad push, Paul's top tips are crystal clear: consolidate into one well-structured campaign, strip out duplicate product variants and start with your best sellers to speed through the learning phase, resist the urge to fiddle with settings every few days, and partner with an experienced specialist who lives and breathes e-commerce advertising.

Timestamps
1. Rebuilding the company: key learnings on being in the tech bubble early & focusing on micro-segments – 03:03
2. AdWisely’s step-by-step client onboarding & campaign setup process – 07:41
3. Balancing AI automation with human expertise in ad management – 14:52
4. Leveraging AI for creative generation and automating manual tasks – 17:10
5. Actionable tips for e-commerce brands to boost ad performance – 20:50

Connect with Paul
https://adwisely.com/

https://www.linkedin.com/in/matvienkopavel/

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A former Marine Corps Sergeant turned advanced tax strategist, Mark shares how he’s helped more than 500 clients collectively save hundreds of millions in taxes, reducing bills by 30–60% without undermining the work of CPAs or financial advisors. He explains why entrepreneurs should “build with the end in mind,” reverse-engineer a saleable business, and treat their tax burden as a profit center rather than a sunk cost.

Mark walks us through Taxwise Partner’s client process, from behind-the-scenes vetting with strategic CPA and RIA partners to a tailored fact-pattern analysis of income sources and capital gains events. He busts the myth of “gray area” loopholes, citing Judge Learned Hand’s famous quip that America has two tax systems: one for the informed, one for the uninformed, and stresses that all his recommended strategies are fully legal. 

Listeners also learn about high-impact tactics beyond the usual “chip shots,” like acquiring depreciation through solar or equipment-focused “businesses in a box” and structuring charitable gifts of noncash assets at fair market value. 

If you’re ready to stop overpaying Uncle Sam and unlock hidden profits in your growing enterprise, Mark’s step-by-step playbook will make you rethink everything you thought you knew about tax planning. 

Timestamps

1. Building with the end in mind: reverse-engineering business growth – 02:26
   2. How Taxwise Partners’ tailored client process works – 04:22
   3. “Two tax systems”: informed vs. uninformed legal strategies – 07:01
   4. Treating your tax burden as a profit center & partnering with CPAs/RIAs – 11:26
   5. Overlooked strategies: depreciation, tax credits & non-cash charitable donations – 17:56
   
   

Connect with Mark

https://taxwisepartners.com/

https://www.linkedin.com/in/trevordudeck/

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Zach and Moti dive into one of the hardest lessons every founder faces: where to spend your limited time, money and energy. Moti reveals his “return on energy” framework: focus on your creative genius and outsource the rest, so you can scale faster without burning out. 

They then shift into the art and science of pitching. Moti introduces his Pitch Cycle methodology, showing why the old “problem-solution-traction” template falls flat when investors hear the same script day after day. Instead, he teaches how to lead with a human connection before unpacking numbers, how to answer the two critical questions, “Why you?” and “Why now?”, and why the “rule of one” (one problem, one audience, one solution) cuts through the noise. 

You’ll hear his dramatic Carbyne 911 texting story that sealed an investment in five minutes and walk away with simple, story-driven steps to help investors visualize your vision. 

Timestamps

1. Allocating Resources & Understanding “Return on Energy” – 02:32
   2. Two-Stage Investor Pitch: Connection Before Business Validation – 07:10
   3. Leveraging Storytelling to Engage and Persuade Investors – 09:00
   4. The Pitch Cycle Methodology vs. Traditional Pitch Deck Templates – 11:55
   5. Essential Pitch Framework: “Why You & Why Now” and the “Rule of One” – 21:56
   
   

Connect with Moti

https://atlanticbrands.co/

https://www.linkedin.com/in/moti-elkaim/

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Dr. Polselli, a fellowship-trained breast radiologist from Emory University and former Navy nuclear officer, shares how he left the traditional hospital system to reinvent breast cancer screening with a fully patient-centric, mobile platform. Over just three years, he bootstrapped Mammolink into a team of 90, performed more than 55,000 tests across five mobile units, and earned a perfect 5.0-star rating across nearly 2,000 reviews. 

From partnering with Fortune-level employers like Walmart, Amazon, Costco and Royal Caribbean to pioneering RAIN, Mammolink’s AI-driven same-day ultrasound for women with dense breast tissue, Ryan walks us through the strategies that fueled this rapid growth. 

Ryan and Zach dive into the hard lessons of building a winning team, “hire fast, fire faster”, and why investing in top talent is non-negotiable for any founder. They explore how true patient centricity means obsessing over every touchpoint, from the bus driver greeting patients on-site to delivering results by day’s end. By removing barriers like scheduling headaches, surprise bills and long waits, Mammolink has doubled screening compliance rates and, in some workplaces, boosted them from 30% to 60%. 

Finally, Ryan offers a glimpse into Mammolink’s unique data advantage, observing patients in their “natural environment,” applying AI to biology, behavior, access and outcomes, and how those insights could reshape the future of early detection.

Timestamps

1. Emphasizing Team Building & “Fire Fast” Hiring Strategy – 04:20
2. Mammolink’s Patient-Centric Mobile Breast Screening Model – 09:15
3. Tackling Access vs. Utilization in Breast Cancer Screening – 14:30
4. Impact of Same-Day Results on Patient Anxiety & Compliance – 21:10
5. Leveraging Proprietary Data & AI for Deeper Screening Insights – 29:45
   
   

Connect with Ryan

http://ryanpolselli.com/, https://www.mammolink.com/

https://www.linkedin.com/in/ryanpolselli

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Trevor and Zach dive into the biggest stumbles and hard-won lessons of scaling an agency, from the pitfalls of chasing unicorn hires who promise to solve every problem but often leave gaps in sales and finance, to the power of bringing on an operations consultant who evolved into a game-changing COO. 

Along the way, Trevor shares how he and his team learned to balance custom and productized services, build repeatable offerings, and create decision frameworks that turn one-off hires into strategic, sustainable growth drivers. 

The conversation then shifts to Lemonade’s signature entertainment-first approach: the Story 360 model. Trevor breaks down how brands can think of themselves as media companies, borrow storytelling tactics from film and gaming, and craft programs that feel more like binge-worthy series than forgettable ads. 

He offers three concrete takeaways for entrepreneurs ready to experiment with entertainment-driven marketing: flip your campaign planning with “entertainment thinking,” treat every channel as programming that competes for viewers’ attention, and start small. 

By the end of the episode, you’ll have a clear roadmap for transforming product pitches into immersive experiences that captivate and convert over the long term.

Timestamps

1. Lessons on Hiring “Unicorn” Employees – 00:02:00
   2. Bringing in an Operations Consultant and Building Processes – 00:06:00
   3. Moving from All-Custom Work to Productized, Repeatable Services – 00:07:00
   4. Shifting from Traditional Ads to Entertainment-Driven Marketing – 00:08:50
   5. Introducing the Story360 Framework for Multi-Channel Campaigns – 00:15:00

Connect with Trevor

https://www.lemonadetheagency.com/

https://www.linkedin.com/in/trevordudeck/

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Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - The Entrepreneur's Lockbook Podcast
• (00:01:22) - What Would I Do Different If I Had To Start My Company Again
• (00:08:51) - Lemonade: The Shift From Advertising to Entertainment-
• (00:17:58) - The Story360: Exploring the Entertainment Dimension
• (00:25:23) - How To Win in an Entertainment World
• (00:29:24) - PODCAST: Trevor Dudak

He explains how he grew IBA into the Pacific Northwest’s largest business brokerage firm, with ten offices in Washington and Oregon and a 50-year track record of 4,400 completed deals. Zach and Gregory dig into the mindset shift needed to view a business sale as an investment rather than a single payday. 

They discuss the three pillars that enhance enterprise value: working on, not in, your company, maintaining crystal-clear financials, and positioning for future growth or expansion. Along the way, Gregory shares cautionary tales of owners who fell into common traps such as overlooking process documentation, underestimating buyer financing requirements or failing to articulate a compelling growth story. 

Finally, they unpack IBA’s step-by-step approach, from realistic valuation and buyer screening to deal structuring and closing. 

Gregory offers practical takeaways for entrepreneurs planning their exit today: build a standout management team, detail your operations and digital presence, and always frame your business in terms of its long-term potential. 

Timestamps

1. Screening and Hiring Quality Talent to Scale Your Business – 02:50
   2. Viewing Your Business Sale as an Investment & Conducting a Valuation – 07:05
   3. Three Key Drivers to Enhance Exit Value (Work On the Business, Financial Clarity, Growth Potential) – 15:16
   4. Balancing Historical Performance with Future Potential (Tesla Analogy) – 16:37
   5. Pre-Exit Checklist: Clean Financials, SOPs, and Strong First Impressions – 26:36
   
   

Connect with Gregory

https://ibainc.com/

https://www.linkedin.com/in/gregory-kovsky-460aab7/

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Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - The Entrepreneur's Lockbook Podcast
• (00:01:04) - Meet Gregory Kofsky, President and CEO of International Business Associates
• (00:01:56) - How to Sell Your Business.
• (00:06:30) - Why I Didn't Sell My Business
• (00:06:56) - The Process of Selling a Business
• (00:13:23) - When to Sell Your Company?
• (00:14:53) - 3 Mistakes Business Owners Make When Trying to Sell Their Company
• (00:20:37) - Should You Buy a Retirement Business?
• (00:26:00) - Selling Your Business: 3 Tips For Success
• (00:29:06) - How to Sell Your Business

Ashok opens with a counterintuitive lesson from his own journey: if he were to rebuild TheraNow today, he'd focus far less on innovation and far more on integration. Drawing on his background as a practicing physical therapist — including time working with veterans at VA hospitals — he explains why building a great product means nothing if it isn't embedded in the workflows where care actually happens.

He breaks down why healthcare doesn't lack innovation, it lacks implementation, and walks through the classic mistake founders make: building the house before running the utilities. Whether it's EMR/EHR integration, clinical workflow compatibility, or understanding when and why patients use a product, Ashok makes the case that distribution strategy has to come before the product itself.

Zachary and Ashok also dig into what real ROI looks like inside health systems — not from adding features, but from reducing friction. They cover the three areas where returns actually show up (revenue capture, operational efficiency, and access expansion), why credentialing timelines make traditional scaling nearly impossible, and how bias in baseline data can quietly undermine the best-intentioned digital health tools.

By the end of the episode, you'll walk away with a framework for thinking about product adoption that applies well beyond healthcare — and a clear understanding of why implementation, not innovation, is the hardest problem to solve.

Whether you're a founder building in a highly regulated industry or an operator trying to modernize without turning your organization upside down, Ashok's insights on integration-first thinking will leave you rethinking how you approach growth.

Timestamps:
- Integration Over Innovation: Rebuilding TheraNow From Scratch – 00:00:00
- Why Virtual Physical Therapy Actually Works (and Where It Falls Short) – 00:08:30
- EMR Integration, Epic, and the Trap of Standalone Products – 00:12:00
- How Health Systems Should Think About ROI From Digital Tools – 00:22:00
- Implementation Is Everything: Advice for Health System Leaders – 00:27:25

Connect with Ashok:
https://www.theranow.com/

https://www.linkedin.com/in/dr-ashok-gupta-dpt-2b5a7023/

Sponsored by We Feature You PR - Helping entrepreneurs build thought leadership through strategic podcast placements and launching their own shows.

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Dwan opens up about starting in the 1990s as a broke, single mom who mistakenly equated “fixing up” a house with decorating. She shares how her first deal: sealed with little more than a handshake, led to a foreclosure, a repossessed car and a crash course in hands-on rehab work. 

From salvaging those early mistakes she discovered wholesaling, pioneered her trademarked “short sales” strategy and developed a Triple Profit Center model that’s now helped her close thousands of transactions. 

Throughout the conversation, Dwan and Zachary dive into her mission of empowering new investors. She walks listeners through the step-by-step process at her Investors Edge University: evaluating personal goals, matching them to the right real estate niche, and building the practical skills to execute profitable deals. 

Dwan breaks down how a true short sale works, why it can be a win-win for homeowners, banks and investors, and how careful deal structuring lays the foundation for long-term success. By the end of the episode, you’ll understand why Dwan’s top priority is teaching, mentoring and making sure no one has to learn the hard way, just as she once did. 

Whether you’re a total beginner or a seasoned pro looking to sharpen your strategy, her insights on negotiation, risk management and brand building will leave you ready to take action. 

Timestamps

• Dwan’s Naive First Deal & Rehab Misconceptions – 00:02:15 
• Practical Advice for Beginner Investors (Wholesaling & Skill Assessment) – 00:09:50
• Teaching & Program Structure at Investors Edge University – 00:15:20 
• Coining “Short Sales” & Trademarking the Strategy – 00:26:45 
• Triple-Profit-Center System for Structuring Win-Win Deals – 00:36:05

Connect with Dwan

https://www.linkedin.com/in/dwanbenttwyford/

https://www.instagram.com/dwanderful/

https://www.youtube.com/c/dwanderfulrealestateinvestingchannel

https://investorsedgeuniversity.com/

Sponsored by We Feature You PR - Helping entrepreneurs build thought leadership through strategic podcast placements and launching their own shows.

Ready to amplify your voice? Get in touch today.

Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - How To Fix Up A Home In foreclosure
• (00:00:32) - The Lockbook: Real Estate Experts
• (00:01:46) - The One Thing I Wish I Knew Before Starting a Business
• (00:06:13) - Mentoring New Investors in Real Estate
• (00:12:15) - "A Mission Driven"
• (00:13:13) - You're known as the Queen of Short Sales
• (00:16:11) - How To Save a Home From Foreclosure
• (00:21:26) - Dwan Is Dwinderful

Together, they explore how Stephen’s two decades in real estate law led him to found JurisDeed, an AI-powered platform that automates tax lien and distressed property investing across all 50 states, and why focusing on customer pain points and clear communication helped him secure early revenue, avoid funding pitfalls, and build trust with investors. 

The episode digs into the nuts and bolts of tax lien investing: what traditional investors face when navigating state-by-state laws, how JurisDeed normalizes those legal hurdles in one unified system, and why staying ahead of Supreme Court rulings and legislative changes can make or break your returns. 

Stephen shares actionable tips for mitigating regulatory shifts: outsourcing operational tasks, reducing costs, speeding up liquidity and using data-driven intelligence to target delinquent properties, all so that listeners can protect and optimize their portfolios in today’s volatile environment. 

Whether you’re launching your first startup or scaling your fifth, this conversation highlights the power of customer discovery, lean storytelling, and technology‐driven solutions. 

Timestamps

• Leaning into the Customer Problem and Mastering Storytelling – 03:10 
• Introduction to JurisDeed: AI-Powered Tax-Lien Investment Platform – 06:20 
• Simplifying the End-to-End Tax-Lien Acquisition-to-Liquidation Workflow – 12:30
• Navigating Evolving Legal & State-By-State Compliance Challenges – 17:45 
• Actionable Strategies to Mitigate Return-Compression and Optimize Costs – 21:15
  
  

About JurisDeed

JurisDeed is a dynamic legal and property intelligence platform empowering real estate professionals, investors, government, and other stakeholders with the critical data needed to clear title to distressed real estate with clicks instead of copies, saving substantial time and money over typical paper and manual-based research methods, and unlocking incalculable trapped wealth and opportunity for individuals and communities.

Connect with Stephen

https://www.linkedin.com/in/stephenmorel-jd

https://jurisdeed.com/

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Ready to amplify your voice? Get in touch today.

Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - The Entrepreneurs Logbook Podcast
• (00:00:51) - Steve Morrell
• (00:01:34) - What's The One Thing That You'd Do Differently If You
• (00:04:02) - How Did We Know What Our Customers Want?
• (00:05:53) - Part 6: The Startup Experience
• (00:07:32) - Tax Liens: The Journey Through the Platform
• (00:11:29) - Small Business Partners: State-by-State Compliance
• (00:12:35) - Can Our Platform Help You Manage Your Legal Process?
• (00:14:16) - Legal Changes to Property Tax Sales
• (00:17:35) - ETF Talk: Mitigating the Impact of the Law
• (00:19:39) - How to Get Your Money Back by Paying Off Debtors

David shares how building a library of clear, repeatable SOPs not only accelerates team onboarding but also lays the groundwork for adding new service lines. They also dive into the realities of remote entrepreneurship, emphasizing the power of community and networking to solve recurring operational challenges rather than reinventing the wheel in isolation. 

As the conversation turns to legal marketing, David unpacks the specialized, multi-step process his agency uses to help law firms dominate SEO while staying compliant with bar rules. From navigating Google’s AI-driven “overviews” and zero-click searches to mastering YMYL (Your Money or Your Life) and EEAT (Experience, Expertise, Authority, Trust) standards, they discuss why raw AI output isn’t enough. 

Instead, David argues, top-performing content blends human storytelling, attorney-reviewed accuracy, and strategic link building to truly stand out in a crowded field. 

Listeners will come away with fresh insights into balancing cutting-edge technology with the irreplaceable value of human expertise and how to future-proof their content strategy for the years ahead.

Timestamps

• Documenting Business Processes with SOPs – 05:10 
• Building Community and Networking as a Remote Entrepreneur – 10:30 
• Onboarding Law Firms: SEO-Optimized & BAR-Compliant Content Workflow – 15:00
• Attribution Challenges in SEO & the Rise of Zero-Click AI Overviews – 19:45 
• Leveraging AI While Upholding EEAT to Differentiate Legal Content – 24:10

About Lexicon Legal Content

Lexicon Legal Content is a legal content development company staffed by JDs and licensed attorneys who specialize in writing jurisdiction and practice area-specific content for lawyers and law firm marketers throughout North America.

Connect with David

https://www.linkedin.com/in/davidarato/

https://www.lexiconlegalcontent.com/

Sponsored by We Feature You PR - Helping entrepreneurs build thought leadership through strategic podcast placements and launching their own shows.

Ready to amplify your voice? Get in touch today.

Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - The Lockbook Podcast
• (00:01:31) - The One Thing All Entrepreneurs Need to Have in Place
• (00:03:34) - Build in isolation or community
• (00:04:58) - How To Attribute Legal Content in Marketing
• (00:08:57) - The Four Pillars of a Trustworthy Website
• (00:13:16) - Law Firm Content: Quality Legal Content
• (00:18:36) - Marketing Agency Executives: Don't Use AI to Create

What You'll Learn

- The two critical mistakes that can kill your startup before it begins (fear and lack of boundaries)

- Why you can literally start a business with nothing - and should

- How to avoid analysis paralysis and stop overthinking your launch

- Why branding must come before any marketing efforts

- The danger of losing your authentic voice to AI-generated content

- How to successfully rebrand without alienating your existing customers

- The importance of building authentic personal brands in today's accessible business world

Key Takeaways

- The Nothing-to-Something Reality: You don't need perfect logos, websites, or investors to start. If you're solving a real problem, business will come - Annie built her first clients through proposals before even having a website.

- Boundaries Equal Value: Working 24/7 and responding to 3 AM emails doesn't show dedication - it shows desperation. Setting boundaries makes you look professional and prevents burnout while maintaining creative energy.

- Branding Before Marketing: Marketing without a solid brand foundation is like using a megaphone with no message. Consistent branding builds trust and recognition - people need to know what to expect from you.

- AI Enhancement vs. Replacement: Use AI for productivity, operations, and background tasks, but never replace the human connection that makes brands authentic and relatable.

About A Market Social & Women Who Miami

A Market Social provides comprehensive marketing and branding services for businesses looking to bridge the gap between their brand and consumers. Women Who Miami is Annie's community platform offering podcasts, events, and resources specifically designed to help women entrepreneurs scale their side hustles into profitable businesses.

Connect with Anastasia

Website: womenwhomiami.com

Sponsored by We Feature You PR - Helping entrepreneurs build thought leadership through strategic podcast placements and launching their own shows.

Ready to amplify your voice? Get in touch today.

Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - Annie Rosinsky on How to Start a Business With Nothing
• (00:01:21) - What Would You Do If You Started a Business Again?
• (00:04:39) - How to start and grow a business on your own
• (00:07:31) - MIAMI Business Community
• (00:10:53) - Brand Management Prioritizes Marketing
• (00:16:07) - How to Tell a Woman's Brand Story
• (00:17:55) - How to Build a Personal Brand with Women
• (00:19:00) - The Authenticity of AI
• (00:22:08) - How To Do A Brand Rebrand?

What You'll Learn:

- How to properly diagnose what's actually wrong when customer acquisition costs are rising

- Why looking at surface-level data can lead to devastating business decisions

- The power of integrated marketing ecosystems vs. isolated channel approaches

- How to build and manage commission-only affiliate sales teams for DTC brands

- Strategic approaches to choosing the right sales channels for your product type

- Why AI amplification beats AI replacement in modern business operations

- Data-driven strategies for improving conversion rates across all marketing channels

Key Takeaways:

- The Ecosystem Effect: Don't pause one marketing channel when performance drops - SEO, Facebook ads, and other channels work synergistically. Stopping one can hurt the performance of others, creating a downward spiral that looks like everything is failing when it's actually a strategic error.

- Commission-Only Sales Revolution: Purebred Marketing's unique approach of building commission-only affiliate sales teams for DTC brands creates scalable growth without upfront marketing costs. The key is matching the right affiliate strategy to your product price point and target audience.

- Data Depth Over Surface Metrics: When diagnosing declining performance, dig deeper than surface-level metrics. What appears to be channel failure is often a conversion rate, product, or integrated strategy issue that can be solved without abandoning working channels.

- AI as Amplifier: Embrace AI tools to increase capacity and efficiency rather than replace human workers. Companies using AI for automation and research are gaining significant competitive advantages in speed and service delivery.

About Purebred Marketing: Purebred Marketing specializes in igniting growth for DTC brands through strategic affiliate programs, SEO, and conversion rate optimization. Their unique commission-only affiliate model helps brands scale without upfront marketing costs while their integrated approach ensures all marketing channels work together synergistically.

Connect with Philip :

Website: https://purebredmarketing.com/

Sponsored by We Feature You PR - Helping entrepreneurs build thought leadership through strategic podcast placements and launching their own shows. Ready to amplify your voice? Get in touch today.

Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - Will AI Disrupt Your Business?
• (00:00:29) - The Entrepreneur's Logbook Podcast
• (00:01:30) - Reinventing Your Company With AI
• (00:08:20) - The science of legal issues
• (00:09:00) - How to Diagnose a Business' Problems? (E-Commerce
• (00:15:05) - TikTok Shop vs. TikTok Amazon: How Do Brands
• (00:18:02) - How We Build a Sales Team for Brand Affiliates
• (00:22:45) - 3 Tips for Companies to Improve Their Sales & Marketing

What You'll Learn - The #1 internal mistake entrepreneurs make when scaling (and how to avoid it)

- Why doing "everything" in the early days is actually crucial for long-term success

- Advanced media planning strategies beyond basic demographic targeting

- How to transition from hands-on operations to strategic leadership

- The people-centered approach that's revolutionizing media buying

- Connected TV and video strategies that drive measurable ROI

Key Takeaways

Internal focus: Embrace wearing multiple hats in the beginning - even as Chief Media Officer, Jordan handles sales and operations

The Multi-Hat Reality: Why successful entrepreneurs must be willing to do everything in the early stages, and how this foundation creates better leaders and stronger companies.

About Alpha Position Media

Alpha Position Media specializes in media planning, buying, and analytics with a people-centered approach that goes beyond traditional demographic targeting. They focus on connected TV, video, and retail media strategies that deliver measurable results for their clients.

Connect with Jordan Greene

https://www.linkedin.com/in/greenejordan/

https://www.alphaprecisionmedia.com/

Sponsored by We Feature You PR - Helping entrepreneurs build thought leadership through strategic podcast placements and launching their own shows. Ready to amplify your voice? Get in touch today.

Subscribe & Review: If you enjoyed this episode, please subscribe and leave a review on your favorite podcast platform!

Chapters

• (00:00:00) - The Entrepreneur's Logbook Podcast
• (00:00:43) - Jordan Green
• (00:01:25) - 7 Rules for Starting a Business on Day 1
• (00:03:23) - WSJD Live: How Do We Identify the Right Audience
• (00:08:13) - Top Executives: Advertising on a Small TV
• (00:11:47) - How Functional AI Is Integrating into the Agency's Strategy
• (00:17:01) - Amazon Advertising: The Omnichannel Phenomenon
• (00:19:33) - Netflix vs. Warner Bros. Sports: Which Way Should Fans Watch
• (00:24:16) - WSJD Live: Where Do You See the Advertising Space Going?
• (00:27:34) - CTV Weekly Insights

Key Takeaways

• Document your journey: Implement a video-first strategy from day one to showcase expertise and build authentic founder stories that resonate with audiences
• Focus on intent-driven traffic: YouTube users are actively learning versus mindlessly scrolling, creating higher-quality leads for service-based businesses
• Hook, educate, call to action: Structure YouTube ads with compelling hooks, genuine educational value, and clear calls to action—avoid the mistake of skipping education
• Target with precision: Use Google's custom audience builder for search terms, URL affinity targeting for competitor sites, and household income filters for B2B offerings
• Quality over quantity leads: Expect slightly higher upfront costs per lead but significantly better conversion rates and ROI on the backend
• Leverage the content flywheel: Combine organic content with paid ads to create a self-reinforcing system where ads drive content consumption and content drives ad retargeting
• Test hooks, not full creatives: Unlike Meta's constant creative refresh needs, YouTube ads have longer lifecycles—focus on testing different opening hooks while maintaining core educational content
• Don't sleep on retargeting: Target website visitors, YouTube channel viewers, and video engagers with lower-budget campaigns for maximum efficiency

Aleric Heck - Ad Outreach

• Website: https://aleric.com/
• LinkedIn: https://www.linkedin.com/in/alericheck/
• Instagram: https://www.instagram.com/alericheck/
• YouTube: https://www.youtube.com/@AlericHeckYT
• Free Gift Mentioned: https://adoutreach.com/gift (YouTube Ad Strategy PDF)
• Book: Video Authority book at https://adoutreach.com/video-authority-booklist/
• AI Targeting Tool: https://keywordsearch.com (5-day free trial)

Zachary Bernard – We Feature You PR

• LinkedIn: https://www.linkedin.com/in/itszachb/
• Website: https://www.wefeatureyou.com/
• Personal site: https://zacharybernard.com/
• Podcast: The Entrepreneur's Logbook

Want press/podcast/TV features? Visit wefeatureyou.com

Chapters

• (00:00:00) - The Entrepreneur's Doc Book Podcast
• (00:00:39) - How to Reach the Right People on YouTube
• (00:01:58) - Starting Over: The Journey on Video
• (00:03:24) - How to grow your business with YouTube Ad
• (00:03:54) - How to Build a Lead on YouTube vs. Meta
• (00:09:37) - Facebook vs. YouTube: Cost per Lead and
• (00:10:35) - How to Integrate Facebook and YouTube Ad
• (00:14:05) - Why YouTube Ad Costs More Than Facebook Ad Costs
• (00:15:55) - How to Target People on YouTube Ads
• (00:22:52) - How to Run a YouTube Ad
• (00:25:10) - YouTube Ad Strategy

Key Takeaways

• Start with market research: Validate search demand, competition levels, and real market need before building your business

• Fix messaging first: Address root causes (messaging and site health) before driving traffic—visitors leave for competitors if your foundation is broken

• Demand transparency: Quality SEO agencies provide visual dashboards, share keyword rankings, and educate clients rather than hiding behind "secret sauce"

• AI content is dead: Mass AI-generated blog posts no longer work; Google rewards human-reviewed, human-edited content that provides genuine value

• Optimize for AI now: Implement schema markup and voice search optimization immediately—DIY website builders are falling behind

• Focus local SEO efforts: Update Google Business Profile constantly (offers, photos, reviews every ~10 days) for local businesses

• Red flags in SEO agencies: Avoid anyone promising overnight rankings or not requesting Google Analytics/Search Console access

• Trust your instincts: Combine gut feelings with solid data when making business and technical decisions

Amber Goetz - The Active Media

Website: https://www.theactivemedia.com/ and https://goetzgo.com/

LinkedIn: https://www.linkedin.com/in/ambergoetz9/

Instagram: https://www.instagram.com/seowithamber/

Zachary Bernard – We Feature You PR

LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/

Personal site: https://zacharybernard.com/

Want press/podcast/TV features? Visit wefeatureyou.com

Chapters

• (00:00:00) - The End of Human-edited Content
• (00:00:37) - Amino Podcast
• (00:01:39) - The One Startup Tip You'd Get Wrong
• (00:03:09) - How To Turn A Completive Audit Into a Proposal
• (00:07:12) - How To Lead an SEO Team With Transparency
• (00:09:33) - Top SEO Executives: The Shift in Search
• (00:11:47) - How to Optimize Your Site for AI Search
• (00:13:18) - How to Optimize Your Website for AI & Small Business SEO
• (00:19:08) - Several Red Flags For Hiring An SEO Agency
• (00:21:07) - Go With Your Gut

Key Topics & Timestamps

• AI in Marketing [00:00-04:00]
• The GPS Framework [06:00-08:00]
• Marketing Myths [16:00-19:00]
• ROI Measurement Mistakes [28:00-32:00]
• AI Implementation Strategy [22:00-26:00]
• Key Takeaways

• Ensure business readiness before marketing investment
• Test attribution by pausing different channels 
• Setting expectations - Focus on lifetime value, not short-term returns
• Choose AI tools with human guidance and verification

Aya Kikimova – LeapEngine

Website: leapengine.co

LinkedIn: https://www.linkedin.com/in/akikimova

Zachary Bernard – We Feature You PR

LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/

Personal site: https://zacharybernard.com/

Want press/podcast/TV features? Visit wefeatureyou.com

Chapters

• (00:00:00) - The Lockbook
• (00:00:49) - Starting a Business With 0.01% of the Company
• (00:02:28) - How Is AI Affecting Your Company's Business?
• (00:05:06) - How to Get Your Business Profile on Google Maps in 2 Minutes
• (00:15:01) - MR: Marketing Myths that Small Businesses Fall for
• (00:20:56) - How to Integrate AI into your Business?
• (00:25:47) - How To Train an AI Tool for Google Ads
• (00:27:48) - MT: Small Business Marketing ROI

Jamie shares her hard-won insights on the two critical mistakes that sink most FinTech startups: either over-investing in product perfection while neglecting marketing, or the inverse—building impressive marketing campaigns without a solid product foundation. She emphasizes the importance of finding the MVP sweet spot and maintaining disciplined spending, especially as investment dollars have tightened in recent years.

The conversation dives deep into Runway's unique methodology for building compliance programs from the ground up. Unlike traditional consultants who come from legal or regulatory backgrounds, Jamie's team has actually lived inside FinTech operations, understanding how these fast-moving companies actually function. Rather than overwhelming clients with every compliance gap at once, they create prioritized roadmaps that tackle the highest-risk areas first—typically starting with anti-money laundering and financial crimes prevention—while ensuring companies can maintain revenue and growth momentum.

Jamie explains how her approach differs from document-heavy compliance programs, focusing instead on operational excellence: "Can you do what this document says?" This practical methodology helps FinTech companies build programs that actually work when regulators and banking partners come asking for proof of compliance activities, not just policies on paper.

The discussion also explores Runway's integrated model, where compliance consulting works hand-in-hand with specialized FinTech legal counsel and strategic advisory services. This collaborative approach eliminates the common problem of conflicting advice from different vendors, allowing the team to synthesize legal requirements, operational realities, and strategic positioning into cohesive recommendations.

For founders considering building compliance programs in-house, Jamie offers crucial hiring advice: look for professionals who can build systems "with a Google Suite and a dream"—not just those accustomed to enterprise-level resources. She stresses the importance of objective reporting and clear communication about program progress, warning against purely anecdotal updates that leave leadership in the dark about their actual compliance status.

Whether you're launching a payments platform, building lending infrastructure, or creating the next generation of financial services, this episode provides actionable insights for navigating the regulatory challenges that can make or break FinTech ventures in today's environment.

Contact Information

Jamie Uppenberg – Runway Group

• LinkedIn: https://www.linkedin.com/in/jamie-uppenberg
• Website: https://rnwy.group/

Zachary Bernard – We Feature You PR

Chapters

• (00:00:00) - The Entrepreneurs Logbook Podcast
• (00:00:51) - Fintech Compliance Expert Jamie Uppenberg
• (00:01:45) - What's the One Thing All Startups Get Wrong?
• (00:03:57) - How to Find The Right Balance For Your Company
• (00:04:47) - Have You Got the Money to Grow?
• (00:06:05) - How To Get Fintech Companies To Be Compliant With the
• (00:11:26) - WSJD Live: The Fintech Compliance Program
• (00:16:38) - What to Know Before Hiring a Compliance Program Designer?
• (00:19:21) - Expertise in Fintech at Runway Consulting
• (00:24:58) - How to Reach Jamie Uppenberg on Podcast

Zachary and Axel then dive into the mindset shift required to become the “king or queen of your own empire.” By treating each investment portfolio as a business, clients learn to assemble a team of “employees”, from appraisers to contractors, who work on their behalf, freeing them to focus on strategic growth. Axel breaks down the concept of the Time Freedom Point, guiding listeners through a simple exercise to calculate their monthly expenses, project cash-flow goals, and determine how many properties they’ll need to achieve true financial independence. He also shares how steady rent increases and paid-off mortgages compound over time, turning a modest real estate portfolio into a multi-million-dollar empire that funds your lifestyle on your own terms. Whether you’re just curious about real estate or ready to build passive income, this episode offers actionable insights for professionals seeking to escape the time-for-money trap.

Contact Information

Axel Meierhoefer – Ideal Wealth Grower

Website: https://idealwealthgrower.com

LinkedIn: https://www.linkedin.com/in/ameierhoefer/

Zachary Bernard – We Feature You PR

LinkedIn: https://www.linkedin.com/in/itszachb/

Websites:

• https://www.wefeatureyou.com/
• https://zacharybernard.com/

Want press/podcast/TV features? Visit wefeatureyou.com

Chapters

• (00:00:00) - The Entrepreneur's Lockbook: Where to Start Your Business
• (00:01:11) - Axel Mayhofer
• (00:02:10) - What Would You Do Different in the Franchise Industry?
• (00:03:37) - Real Estate Network
• (00:12:05) - Real Estate Wealth Group
• (00:17:40) - Financial Freedom and Investing
• (00:25:48) - How to retire on a $10,000 a month income
• (00:27:35) - "When Will I Reach My Time Freedom Point?"
• (00:33:58) - How To Get In Touch With The Wealth Grower

Patrick lays out his playbook for rapid, intent-driven growth. He walks through how his team uses a sophisticated technology stack—powered by tools like Clay for outbound campaigns and AI-driven workflows in ChatGPT—to identify prospects showing real purchase signals before engaging them. By splitting roles among dedicated specialists (an account manager, a marketing copywriter/tech operator and an SDR), Patrick ensures every campaign is executed with precision, high deliverability and messaging honed for conversion. On the content side, he shares why a blend of authentic thought leadership and emotionally driven, algorithm-friendly posts builds brand awareness without unrealistic lead-generation expectations, and how a consistent two-week publishing sprint can quickly book qualified inbound meetings.

Contact Information

Patrick Burns – Patrick Burns Co.

Website: https://www.patrickburns.co/

LinkedIn: https://www.linkedin.com/in/patrickburnsco1/

Instagram: https://www.instagram.com/patrickburnsco/

Twitter: https://x.com/patrickburnsco

Zachary Bernard – We Feature You PR

LinkedIn: https://www.linkedin.com/in/itszachb/

Websites: https://www.wefeatureyou.com/ | https://zacharybernard.com/

Want press / podcast / TV features? Visit wefeatureyou.com

Chapters

• (00:00:00) - What would you do to grow your business faster?
• (00:00:35) - The Entrepreneurs Logbook Podcast
• (00:01:43) - What Would You Do To Build Your Startup From scratch?
• (00:03:17) - How To Get a Lead Out of Your Campaigns
• (00:05:23) - Cold Outbound vs. Outbound
• (00:06:38) - How to Create Content That Drives Results
• (00:10:21) - How To Structure Your Outbound Campaigns
• (00:12:03) - How to hire the right talent with AI
• (00:14:47) - How To Market Yourself to the Technology Industry
• (00:16:37) - Lead Generation: The Outbound Side

Throughout the conversation, James breaks down real-world wins, like repositioning a product so it could sell in metropolitan bathtubs and driving a 30% sales uplift, and explains why creative strategy is just as vital as ad spend. He reveals his hiring philosophy of bringing on mid- to senior-level experts who need little hand-holding and deliver immediate impact, and how Ohana’s month-to-month, no-contract model builds trust and long-term partnerships. James even unveils the sentimental story behind the “Ohana” name, reminding him that business exists to support family, not the other way around. Tune in for actionable tips on scaling your agency, honing your offer, and becoming the proactive growth partner every business owner needs.

Contact Information James Onyks – Ohana Advertising

Website: https://ohanameansbusiness.com/

LinkedIn: https://www.linkedin.com/in/digital-advertiser/

Zachary Bernard – We Feature You PR

LinkedIn: https://www.linkedin.com/in/itszachb/

Websites: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Want press, podcast or TV features? Visit wefeatureyou.com

Chapters

• (00:00:00) - The Entrepreneur's Lockbook Podcast
• (00:00:49) - Interview
• (00:01:58) - What is the one thing that you would implement from day one of
• (00:03:48) - Fractional CMO Services
• (00:06:11) - How To Build a Growth Partner's Business
• (00:10:32) - How to Build a Creative Strategy
• (00:11:35) - How To Hire the Right Marketing Team
• (00:15:18) - How To Differentiate Yourself From The Competition
• (00:18:30) - The Ohana Logo

1) carve out a repeatable, productized service that clients instantly understand;

2) assemble a network of experienced consultants who thrive under a flexible, transparent partnership; and

3) shift conversations from “how much can you spend?” to “what outcome do you really need?” Tune in for a fresh take on sustainable scaling, plain spoken, deeply human, and built to free you from the endless hunt for new business.

Contact Information
Tiffany Coletti Kaiser – Apiary Digital
Website: https://apiarydigital.com/
LinkedIn: https://www.linkedin.com/in/tiffanycolettikaiser

Zachary Bernard – We Feature You PR
LinkedIn: https://www.linkedin.com/in/itszachb/
Websites: https://www.wefeatureyou.com/ | https://zacharybernard.com/

Want press, podcast, or TV features? Visit wefeatureyou.com

Chapters

• (00:00:00) - How to Scale With a Small Company
• (00:00:42) - The Entrepreneur's Lockbook Podcast
• (00:01:51) - What's the One Thing You'd Do to Reboot Your Company
• (00:03:35) - Possible Productization in the B2B
• (00:11:53) - Pushing the Minimum Experience Level at Apiary
• (00:18:28) - McKinsey: It's not about the Money we manage,
• (00:23:14) - What Makes Apiary Different?
• (00:29:20) - PODCAST: The Power of Podcasts

The conversation turns next to how AI and automation can amplify rather than erase the human element. Ashley and Brianna make a passionate case for preserving empathy at every step: pinpointing where clients need to feel seen and heard, then designing automations that support those moments without sacrificing genuine connection. They walk us through their approach, istening for each customer’s friction points, mapping the story of a purchase path, and automating repetitive tasks so teams can focus on high-value, human-driven work.

Finally, Ashley and Brianna tackle one of the biggest pitfalls in scaling service-based businesses: platform overload. They caution against chasing every shiny new tool and urge leaders to audit needs by department, choosing fewer, well-integrated solutions rather than a thousand half-used apps. Above all, Impressions Visionary Solutions stands out by leading with depth and authenticity, blending strategy with soul to help small and mid-sized businesses scale intelligently, efficiently, and empathetically.

Contact Information

Ashley Brown and Brianna Watson • Impressions Visionary Solutions

Website: https://www.impressionsvs.com

LinkedIn: https://www.linkedin.com/in/brianna-l-watson/ + https://www.linkedin.com/in/ashleybrowncreative/

Zachary Bernard • We Feature You PR

LinkedIn: https://www.linkedin.com/in/itszachb/

Websites:

https://www.wefeatureyou.com/

https://zacharybernard.com/

Want press, podcast or TV features? Visit wefeatureyou.com!

Chapters

• (00:00:00) - The Entrepreneur's Lockbook Podcast
• (00:00:55) - How to Build a Beautiful Business With AI & Intelligent Automation
• (00:01:50) - What Would You Do To Build a Startup From Day 1?
• (00:04:53) - Ashley and Brian on Their Split
• (00:05:40) - How To Automate Processes With Human Touch
• (00:10:01) - Will AI Amplify Human Touch in Design?
• (00:15:12) - Tech Stack Confusion
• (00:20:43) - How To Market Your AI-based Sales & Marketing

Throughout the conversation, Rachel underscores the power of granular analysis. She recounts a case where a client ran 25 ad campaigns but was only profitable on seven—redistributing budgets increased their margin from 10% to 38%. They also discuss the idea of a “living” operational budget that pivots with daily ad costs and seasonality, and pinpoint the revenue thresholds (around $3.5 – $5 million) when bringing on a CFO really pays off. Rachel’s parting advice: ditch the Excel-only approach in favor of a proper general ledger system and invest in the right financial talent before accounting tasks eat up more of your time than growing the business.

❇️ Key Topics with Timestamps

1. Rachel’s Career Path & Fully Accountable Overview – 00:02:00

2. Benefits of Fractional CFO Services – 00:03:00

3. Granular, Data-Driven Marketing Profitability (Case Study) – 00:06:00

4. When to Bring on a Fractional CFO – 00:13:00

5. Financial Management Tips for Business Owners – 00:19:00

Contact Information

Rachel Phillips - Fully Accountable

Website: https://fullyaccountable.com/

LinkedIn: https://www.linkedin.com/in/rachel-phillips-ohio

CFO Toolkit: https://fullyaccountable.com/cfo-toolkit/

Zachary Bernard - We Feature You PR

LinkedIn: https://www.linkedin.com/in/itszachb/

Websites: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Want press/podcast/TV features? Visit wefeatureyou.com

Chapters

• (00:00:00) - Getting a granular view of a company's revenue
• (00:00:40) - Rachel Phillips on The Entrepreneurs Logbook
• (00:02:32) - Does a Fractional CFO Matter?
• (00:04:37) - How To Make Money on a Digital Business
• (00:07:19) - What's The Unique Challenges That E-Commerce and Digital Businesses
• (00:15:02) - How to Get a CFO on Your Team
• (00:17:46) - Taking Control of Your Business's Financials
• (00:19:51) - CFO on CFO Network

Matthew shares his unconventional journey from high school dropout to sales leader, building remote sales teams before COVID made it mainstream, and scaling Spinwheel to over 75 employees. With 15+ years in sales, Matthew reveals why mindset trumps skillset, how he proved SDR teams work in "impossible" industries, and his surprising take on AI's role in the future of sales.

Key Takeaways

Sales Success Formula

• Success comes from three pillars: pitch, pace, or attitude
• Mindset management is harder to teach than sales skills
• Rejection resilience matters more than smooth talking

Remote Sales Revolution

• Matthew built virtual sales teams in automotive (traditionally face-to-face) starting in 2018
• COVID gave his already-remote team an "unfair advantage" over competitors
• Virtual selling opened access to hungry talent nationwide and internationally

Spinwheel BDC's Hiring Philosophy

• Look for personality traits over resume credentials: hunger, student mentality, thick skin, self-awareness
• Everyone starts at ground level (SDR) regardless of experience
• Promote based on merit: appointment setting → presenting/closing → leadership

Business Agility

• Never get too married to your original idea
• Matthew's business has "changed 100+ times" since 2020
• Fast, intuitive decisions combined with a willingness to adjust

AI's Future in Sales

• AI will inevitably affect sales, but won't completely replace human connection
• Consumers may resist AI interactions due to trust/negotiation concerns
• AI calling costs currently prohibitive, but technology advancing rapidly
• Quality of AI sales depends on quality of human training it receives

Proven Growth Strategy

• Start with one SDR to prove concept, then scale
• Homegrown talent often outperforms expensive hires (100% quota achievement rate)
• SDR-to-AE promotion path reduces costs while improving results

Contact Information

Chapters

• (00:00:00) - Entrepreneurs Logbook
• (00:01:13) - How to Get Out of Debt in Sales
• (00:03:44) - The Shift from Office to Remote Sales
• (00:06:54) - Virtual Sales: The Challenges
• (00:09:53) - How To Develop the Future of Sales
• (00:13:14) - How To Hire the Right Salesperson
• (00:16:41) - Building a Sales Development Team
• (00:19:43) - How to Manage the Mindset of a Salesperson
• (00:21:26) - How to Get Out of Rut
• (00:24:05) - Salespeople: How AI Will Affect Us
• (00:29:32) - Matt Spinwell on How to Reach Out to People

Joey shares his unique journey from kinesiology to HR, revealing how he shifted from helping athletes perform their best on ball fields to helping professionals excel in corporate settings. The conversation dives deep into the three Ps of business (profit, people, and purpose), the evolving role of AI in HR, and why founders must view HR as a strategic investment rather than a cost center.

Episode Timestamps

[00:00:00] Introduction and Joey's background in kinesiology 

[00:01:23] Joey's mission: Making people more excited about Monday than Friday 

[00:02:04] Career transition from exercise science to HR 

[00:04:23] The three Ps: Profit, People, and Purpose - current challenges 

[00:05:00] Technology's impact on people strategy and the need for balance 

[00:06:00] The "buying, building, borrowing, or botting" framework 

[00:07:50] The aha moment: Transitioning from lifestyle business to scalable company [00:11:00] Why HR isn't a cost center - the human capital perspective 

[00:12:00] Tracking ROI on HR investments and interventions 

[00:15:50] HR trends: AI recruitment and diversity equity being baked into processes 

[00:17:00] AI recruiters enabling flexible interview scheduling 

[00:19:35] Who should read "The Power of HR" book 

[00:22:31] Key takeaway: People don't inherently share your enthusiasm - you must cultivate it

Get in Touch with Joey Price

• LinkedIn: https://www.linkedin.com/in/joeyvprice/
• Company: https://jumpstart-hr.com/
• Book: https://a.co/d/fy7FVaG

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

Chapters

• (00:00:00) - What is the role of human capital in the workplace?
• (00:00:24) - Joey Price on Being More Excited About Mondays Than Fridays
• (00:01:52) - EHR In the Elevator
• (00:04:29) - The 3-D Business of People
• (00:10:51) - The Value of Investing in HR
• (00:15:37) - Top Trends in Technology for Business Owners
• (00:19:21) - In the Elevator With Brad Cogan
• (00:22:08) - How to Improve Your Company's HR Policies

What You'll Learn:
- Robin's 36-year journey in the staffing industry and how she's kept her "why" focused on putting people to work one job at a time
- How MeeDerby transitioned to remote work 15 years ago—far ahead of the industry curve
- The seismic shift in workplace expectations post-COVID and how only 3% of staffing professionals want to return to full-time office work
- Creating an authentic community and culture in a remote environment through intentional connection
- How AI is transforming candidate screening, recruitment processes, and staffing efficiency
- The importance of giving candidates and employees a choice in how they work and communicate
- Leadership strategies that foster trust, empowerment, and work-life balance in remote teams
- The staffing industry's evolution and Robin's bird's-eye view after working with thousands of staffing companies

Key Quotes:
- "My whole career has been about putting people to work... COVID was a real game-changer. Everybody was remote."
- "83% of people want community at work, and you can do that inside of a remote organization."
- "My recruiter is not getting through 120 candidates, but the AI absolutely can."
- "AI is going to assist us to put more people to work more quickly."
- "We focus on performance and empowerment because people want their voices heard."

Connect with Robin Mee:

LinkedIn: https://www.linkedin.com/in/robinmee/
Website: https://www.meederby.com/

About Robin Mee:
Robin Mee has over 36 years of experience in the staffing industry and serves on the board of directors for the American Staffing Association. She has been inducted into the Staffing Industry Analysts' Leadership Hall of Fame and brings a unique perspective on industry trends, leadership dynamics, and technological transformation.

Chapters

• (00:00:00) - How AI Will Help You Put People to Work
• (00:00:19) - Robin Mee Discusses the Workforce Solutions Ecosystem
• (00:03:31) - WSJD Live: The Changing Way of Working
• (00:07:10) - LinkedIn CEO on Remote Work
• (00:08:08) - Leaders on Remote Work
• (00:13:52) - Reasons for Remote Working
• (00:19:11) - How to Use AI in Staffing?
• (00:24:40) - The Job Search Experience With AI Agents
• (00:28:17) - Top Staffing Executives on the Future
• (00:32:51) - How to Get in Touch with Robin Mederby

Episode Highlights:

• [00:01:00] Scott shares his diverse background, from telemarketing to pharmaceutical sales to pastoral work and eventually founding Business On Purpose.
• [00:03:00] The value of "reps" - how repeated experience in different environments builds the expertise needed to guide business owners.
• [00:05:00] Scott explains how chaos manifests in small businesses through common phrases like "I spend my whole day putting out fires" and "throwing Hail Marys just to get through the day."
• [00:07:00] The subtle ways chaos deceives business owners into believing "there's no other way" to run their operations.
• [00:09:00] How outside vendors should reduce chaos, not create more of it - a key principle when seeking help.
• [00:12:00] The importance of awareness moments that give business owners a "shot of joy" amidst the ongoing vigilance against chaos.
• [00:14:00] Scott shares the RPMs of great leadership: Repetition, Predictability, and Meaning - the framework for creating stability.
• [00:16:00] A powerful real-world example of chaos striking: two team members losing their fathers on the same day before a major event.
• [00:17:00] The 85-15 rule: How businesses should strive to predict 85% of what happens while allowing for the 15% that requires unique brilliance.
• [00:19:00] Thomas Edison's wisdom: "Vision without implementation is hallucination" - the critical importance of execution.
• [00:22:00] How Scott vets potential clients with a 26-point checklist and requires specific time commitments rather than accepting "whatever it takes" answers.
• [00:24:00] The danger of isolation for business owners and the value of community - "They come for the content, but they stay for the connection."
• [00:28:00] Scott's concept of "work worth doing" and how it shapes Business On Purpose's high-touch, relationship-based coaching model.
• [00:30:00] Final advice: Either commit to creating systems with repetition, predictability, and meaning, or "quit and get a job" - the honest truth about business ownership.

Connect with Scott Beebe:

• Website: https://businessonpurpose.com/book

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Episode Highlights:

• [00:01:30] Ramy explains the breadth of the life science industry, covering pharmaceuticals, biotechnology, diagnostics, and medical devices.
• [00:03:00] A personal connection to healthcare innovation: Ramy shares how his father's heart attack and subsequent bypass surgery inspired his career path in medical device engineering.
• [00:07:30] The counterintuitive approach to development acceleration: Why non-technical disciplines often create the biggest efficiency gains before implementing technology solutions.
• [00:09:45] Case study: How Scimitar helped a client reduce regulatory submission time from 26 weeks to 12 weeks through process optimization.
• [00:11:30] The three core methodologies Scimitar applies are critical path project management, lean principles for knowledge work, and business process management.
• [00:16:30] Additional areas ripe for optimization across the life science value chain: site startups for clinical trials, manufacturing supply chain coordination, and commercial launch readiness.
• [00:20:00] Leadership team challenges: How Scimitar helps executives transition from "working in the business" to "working on the business" through operational efficiency.
• [00:25:30] Balancing speed with quality and compliance: Ramy's approach to maintaining high standards while avoiding unnecessary constraints that don't benefit patients.
• [00:31:00] Looking ahead: The role of AI in life sciences and how leaders should approach technology adoption through access, people strategy, and scaling with appropriate controls.

Connect with Ramy Khalil:

• LinkedIn: https://www.linkedin.com/in/ramy-khalil-392391/
• Website: www.scimitar.com

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

She discusses her unique philosophy that 'business is personal,' the challenges of remote work, and the importance of genuine human connections in the workplace. Listen in to gain valuable insights on talent acquisition, retention, and the evolving landscape of workplace culture in the face of technological advancements.

00:52 Charlie's Career Journey: From Marketing to Recruitment

03:17 Building a Successful Recruiting Firm

08:20 The Importance of Human-Centered Leadership

14:23 Balancing Data and Human Touch in Recruitment

19:40 Technological Advancements in Logistics and Supply Chain

26:24 Building Authentic Connections in a Digital World

33:35 Future Trends in Workplace Culture

About Charlie Saffro

Charlie Saffro is the CEO and founder of CS Recruiting, a specialized recruiting firm focused on the logistics, transportation, and supply chain industries. A TEDx speaker on human-centered leadership and a passionate advocate for workplace culture, Charlie brings her unique perspective as a female entrepreneur to help companies understand that business is personal - a philosophy that sets her approach to talent acquisition and retention apart.

Connect with Charlie

LinkedIn: https://www.linkedin.com/in/charliesaffro/

Website: https://www.cs-recruiting.com/

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

Jeff shares insights from his diverse career, spanning from military service to revolutionizing software development to his current ventures in healthcare and AI. He discusses the integral role of Scrum in organizational transformation, the importance of adjusting project management in real-time, and how AI is becoming indispensable in modern project planning and development. 

Jeff also touches on the significance of performance metrics, the potential of AI to replace traditional planning methods, and how organizations can adapt to rapidly changing technological landscapes to stay competitive.

00:56 Jeff's Current Ventures

02:31 Military Background and Olympic Training

06:03 Scrum Fundamentals and Vietnam Experience

08:56 First Principles in Scrum

18:23 AI in Project Management

24:01 Integrating AI with Scrum

25:18 AI's Impact on Team Dynamics

26:08 AI in Project Management

27:09 The Future of AI in the Workforce

29:07 Human Biology and Team Performance

31:41 Measuring and Enhancing Team Productivity

36:38 The Speed of Innovation

40:46 The Future of Agile Methodologies

Connect with Jeff:

LinkedIn: https://www.linkedin.com/in/jeffsutherland/

Twitter: https://x.com/jeffsutherland

Website: https://a.co/d/9ERa0Sa

Leanpub: https://leanpub.com/u/jvsutherland

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

Chris shares his journey from launching Deloitte's first client website at 22 to leading successful campaigns for SpaceX, Billboard, and universities, earning prestigious awards like the Clio. The conversation dives into bridging the gap between marketing and engineering teams, shared strategies for effective collaboration, and the role of AI in enhancing workflows. 

Chris emphasizes the importance of understanding the 'why' behind projects and the impact of prompt engineering in the evolving landscape of marketing. 

Tune in to learn how effective collaboration and innovative approaches can propel your business to new heights!

00:56 Chris’s Early Career and Evolution

02:58 Bridging the Marketing and Engineering Gap

05:38 The Importance of Collaboration

07:19 Effective Communication Strategies

11:31 Joint Application Design (JAD) Sessions

23:09 Case Study: Increasing Conversion Rates

35:27 The Role of AI in Marketing and Engineering

39:34 Future of Marketing and Engineering Collaboration

Connect with Chris:

LinkedIn: https://www.linkedin.com/in/staufferinc + https://www.linkedin.com/company/stauffer

Website: https://www.stauffer.com/

chris@stauffer.com

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

Scott discusses his approach to 'decision intelligence selling,' and how it aligns ethical sales practices with both profit and societal impact. Listen in as we dive into Scott's transition from traditional sales to his work in social enterprise, offering life-changing solutions in developing countries. Scott also outlines common sales challenges and reveals strategies to create an effective, purpose-driven sales force.

00:57 Scott Roy's Early Sales Journey

03:57 Transition to Sales Management

05:24 Balancing Sales and Societal Impact

13:00 Decision Intelligence Selling Explained

22:15 Cultural and Organizational Sales Challenges

31:04 Balancing Mission and Revenue in Social Enterprises

Connect with Scott:

LinkedIn: https://www.linkedin.com/in/scottaroy/

Website: https://www.wrpartnership.com/

Decision Intelligence Selling: Transform the Way Your People Sell: https://www.amazon.com/Decision-Intelligence-Selling-Transform-People-ebook/dp/B08H2JWQRJ

Sell Well, Do Good: DQ Selling for Social Enterprises : https://www.amazon.com/Sell-Well-Do-Good-Enterprises-ebook/dp/B0957V27HV

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

Michael also explores the evolving landscape of leadership, emphasizing diversity, equity, and inclusion (DE&I), emotional intelligence (EQ), and the challenges of managing hybrid work environments. Through practical examples and insights from his book, he illustrates how leaders can navigate complex situations, build cohesive cultures, and foster innovative teams.

00:51 Michael Brainard's Journey into IO Psychology

02:46 The Bias Trifecta and Leadership Decision-Making

07:16 Mitigating Biases in Leadership

13:13 Ignorance and Insecurity in Leadership

18:20 The Importance of Emotional Intelligence

22:51 Culture, Vision, and Strategy in Organizations

27:44 Future Trends in Leadership

35:05 Michael Brainard's Personal Leadership Journey

Connect with Michael:

Website: https://www.brainardstrategy.com/

LinkedIn: https://www.linkedin.com/in/michaelbrainard/

Michael’s Book : https://www.amazon.com/How-Become-Effective-Leader-Disciplines/dp/B0BZX2YFX8

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, on podcasts, and on TV? Visit wefeatureyou.com

The discussion dives into Kimola's unique approach to analyzing textual data from various sources, including social media, chatbots, and reviews, to provide actionable insights for businesses. Beybin highlights the importance of understanding customer needs and leveraging data to enhance customer experience and drive business growth. The conversation also touches on innovative and unusual use cases of Kimola's platform and gives valuable advice for early-stage SaaS founders looking to scale their operations globally.

00:06 Meet Beybin Esen: COO of Kimola

01:04 Beybin’s Career Journey and Role at Kimola

02:07 Kimola’s Growth Strategy and Success

03:37 Understanding Customer Needs with AI

05:17 Analyzing Data for Business Growth

08:18 Competitor Analysis and Market Research

09:43 The Importance of Holistic Data Analysis

14:56 Challenges and Unique Use Cases

21:26 Advice for Early-Stage SaaS Founders

Advice for SaaS Founders

• Focus on understanding how to sell and who to sell to
• Don't overlook the importance of SEO for Growth
• Prioritize brand positioning over just features
• Find market gaps and understand target audience needs

Connect with Beybin:

Website: https://kimola.com/

LinkedIn: https://www.linkedin.com/in/beybinesen/

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, on podcasts, and on TV? Visit wefeatureyou.com

He discusses his journey from aspiring to own IBM to founding his own company in 2009, his philosophy on skill-based hiring, and the complexities of HR tech. Joel also dives into the role of AI in HR, emphasizing the importance of responsible and ethical use of technology to enhance efficiency without compromising fairness and compliance. The conversation covers practical advice for HR professionals on building a strong foundation for hiring processes and navigating the evolving landscape of HR technology.

00:52 Joel Quintela's Background and Journey

02:31 Combining Technology and Psychology in HR

04:31 The Evolution of HR Technology

08:20 Implementing Skill-Based Hiring

11:15 Challenges in HR Tech Integration

17:02 Differences Between Enterprise and Medium-Sized Companies

20:47 The Impact of AI on HR Tech

23:04 The Shift in Ghosting Dynamics

23:29 Structured Interviews: Maximizing Hiring Efficiency

24:33 AI in Transcribing and Summarizing Interviews

25:41 Challenges and Risks of AI in Hiring

27:13 Legal and Compliance Issues with AI

31:53 Advice for Implementing AI in Hiring Processes

37:15 Building a Strong Foundation for Hiring

Connect with Joel:

Website: https://quintela.io/

LinkedIn: https://www.linkedin.com/in/joelquintela

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, on podcasts, and on TV? Visit wefeatureyou.com

Michal shares his experiences in crafting compelling narratives and strategic brand positioning that have helped companies raise over $650 million in venture capital and achieve exits exceeding $4 billion to industry giants like Google, Dell, Intel, and eBay.

He also recounts his time growing Waze to 100 million users and shares the exciting transformations he's led, such as with BeeHero. Whether it's discussing his humble beginnings in PR or offering strategic advice for startups looking to rebrand before an acquisition, this episode is packed with invaluable lessons for entrepreneurs and marketers alike.

00:07 Meet Michal: The Branding Maestro

02:08 Early Career and PR Adventures

05:08 The Waze Journey: From Skepticism to Success

13:02 Branding Strategies for Acquisitions

21:44 The Bee Hero Success Story

32:49 The Future of Branding in the Age of AI

37:10 Common Pitfalls in Startup Pitches

Connect with Michal :

Website: https://rallycall.co/

LinkedIn: https://www.linkedin.com/in/itsmichal/

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, on podcasts, and on TV? Visit wefeatureyou.com

With over 25 years of experience in the medtech space, Stephanie shares her journey from a corporate career to founding Tribe Agency. They discuss the importance of strategic brand positioning, go-to-market strategies, and the concept of making a brand a verb.

The conversation covers branding essentials, common mistakes companies make, and the significance of a well-crafted go-to-market strategy. Stephanie also introduces Tribe's marketing-on-demand services and an upcoming masterclass designed to help businesses elevate their marketing efforts.

00:08 Meet Stephanie Pliha: Founder of Tribe Agency

01:49 Stephanie's Journey in Medtech

03:21 The Concept of Making Your Brand a Verb

07:24 Common Branding Mistakes and Solutions

11:20 Go-to-Market Strategies for Medtech Innovators

19:52 Marketing on Demand: A Flexible Approach

25:52 The Importance of Consistent Brand Messaging

29:05 Advice for Founders on Brand Positioning

30:45 Stephanie's Brand Masterclass

33:19 How to Connect with Stephanie

Connect with Stephanie:

LinkedIn: https://www.linkedin.com/in/stephpliha/

Tribe's Website: https://tribeagency.org/

Tribe's Instagram: https://www.instagram.com/tribeagency1/

Stephanie's 8-week Masterclass: https://tribeagency.myflodesk.com/brandmasterclass

--

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, on podcasts, and on TV? Visit wefeatureyou.com

Olly shares his entrepreneurial journey, starting from high-ticket sales roles to building and successfully exiting Response AI, a SaaS platform that enabled companies to send personalized videos within cold emails. The discussion covers the strategies and insights that led to extraordinary business growth, the challenges and nuances of the cold email landscape, and the significance of creating specific self-qualifying lead magnets.

Olly also talks about his latest venture, Comb, a platform allowing B2B teams to get access to contact info from tech companies around the world, and shares valuable advice on maintaining high customer lifetime value and the pivotal moment he decided to move on from Response AI. This episode is a deep dive into practical growth tactics, market-fit strategies, and the evolving SaaS ecosystem.

00:45 Ollie Roswell's Journey into Cold Email

04:59 Building and Scaling Response.ai

05:43 Transitioning to New Ventures

10:30 Strategies for Acquiring Initial Customers

17:53 The Importance of Targeted Outreach

23:43 Challenges and Insights in SaaS Development

27:04 The Decision to Exit Response.ai

32:06 Introducing Comb and Future Plans

Connect with Olly Rosewell:

YouTube: https://www.youtube.com/channel/UC5ty1e0B5cOqHTtAi21H14A

Website: https://www.trycomb.com/

Twitter : https://x.com/ollyrosewell

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, on podcasts, and on TV? Visit wefeatureyou.com

We dive into the importance of personal branding, the process of identifying and harnessing one's strengths, and the strategies required for effective networking. Ryan also discusses the critical mindset shift necessary for tech leaders to transcend perceived career limitations and highlights the importance of positioning oneself as a valuable asset within and outside of corporate structures. This episode is packed with insights on how to strategically navigate career advancement and build a powerful professional brand.

00:30 Ryan's Background and Career

01:32 The Importance of Professional Branding

03:50 Challenges Faced by Tech Leaders

04:50 Owning Your Personal Brand

08:13 Effective Networking Strategies

16:29 Creating Opportunities Before They Exist

29:27 The Power of Process in Career Advancement

Connect with Ryan:

Website: https://www.jobhackersnetwork.com/

YouTube: https://www.youtube.com/channel/UCyjC3kuquRFQRRzKUGGcr4A

LinkedIn: https://www.linkedin.com/in/ryanstoltzfus

Instagram https://www.instagram.com/jobhackersnetwork/

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, on podcasts, and on TV? Visit wefeatureyou.com

00:32 Alex Makowski's Journey into Lead Generation

02:45 Exploring Effective Cold Email Strategies

04:59 The Importance of Offer Relevance in Cold Emails

07:17 Infrastructure and Tools for Cold Email Campaigns

10:37 Personalization and Targeting in Cold Emails

17:54 Using AI to Enhance Cold Email Campaigns

26:16 Common Mistakes in B2B Cold Email Outreach

Connect with Alex :

https://www.linkedin.com/in/alexmakowski1/

https://x.com/makowskialex_

https://www.youtube.com/@coldemailalex

https://alex-makowski.com/

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, on podcasts, and on TV? Visit wefeatureyou.com

00:00 Introduction to the Entrepreneurs Logbook Podcast

00:26 Blake's Background and Journey into Entrepreneurship

01:01 The Importance of Customer Experience

02:13 Challenges in Retaining Customers

04:51 Collecting and Utilizing Client Data

05:53 Creating a Great Client Experience

14:39 The Role of Technology in Customer Experience

18:31 Future of Customer Experience and AI

22:09 Tips for Improving Customer Experience

Connect with Blake on LinkedIn: https://www.linkedin.com/in/blakegrewal/

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, on podcasts, and on TV? Visit wefeatureyou.com

00:57 Frank's Early Career and Background

07:03 Journey into Investment Banking and Brokerage

09:51 Founding 28 Ventures and Investment Strategy

12:38 Challenges and Opportunities in Public Ventures

26:37 The Future of AI and Market Trends

31:25 Advice for Founders

Connect with Frank :

https://www.linkedin.com/in/frankcid/

https://www.28.ventures/

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, on podcasts, and on TV? Visit wefeatureyou.com