Rooted In Revenue

Rooted In Revenue

Revenue and sales are built on a solid operational foundation that allows marketing to thrive in an ever-changing environment with technology. Brought to you by speaker, author, producer, Susan Finch and Lany Sullivan, Fractional COO and Strategic Consultant. This show is part of Funnel Media Group’s monthly line-up of podcasts.

Episodes

July 9, 2024 11 mins

Susan continues her conversation with Pyper and Jarrod, the creative duo behind Joyride Jewelry. This episode delves into the crucial topic of building community, especially for artists and small business owners who have transitioned to a new location or shifted their business model.

Pyper and Jarrod share their experiences of moving to a small to...

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In the ever-changing landscape of small business, resilience is not just a virtue—it's a necessity. Pyper and Jarrod from Joyride Jewelry exemplify this, transforming their business from art fair favorites to online retail successes.

Their journey offers valuable insights for any small business owner facing unexpected challenges. We'll explore how...

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In this episode of Rooted in Revenue, host Susan Finch sits down with Phil Jamieson, the President of ProofreadNow.com. Together, they unpack the critical role of human proofreading in an era dominated by AI-generated content. They discuss why relying solely on technology for your business communications might be a costly mistake and how the human touch can make all the difference in your professional writing and elevate you and yo...

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Are you a service business looking to grow your presence in your local community? In this episode of Rooted in Revenue, hosts Lany Sullivan and Susan Finch explore the power of in-person community building for both personal and business growth.

Lany shares her experience with the Art in the Garden event, showcasing how community involvement can op...

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Creating a company from scratch is exciting, and there is a specific order to tell the world about it. This episode will give you some steps to add to your plan. Whether you are transitioning from a previous company, starting a brand new endeavor, or relaunching your own brand, these steps will help you quickly establish trust in search and on email servers.

1. Get your vector version of your new logo.

2. Buy a domain that makes se...

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In this quick episode, Susan Finch from Rooted in Revenue shares valuable insight about the importance of professional editing and proofreading when translating marketing materials into another language. While AI tools can be helpful, they may not always capture the nuances and cultural context needed for effective communication and translation.

Professional proofing and editing are particularly important if you have a detailed bra...

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Are you a small business owner unsure about contracts, roles, and expectations with your clients? In this episode of Rooted in Revenue, we dive into the importance of having clear agreements to protect you and your clients. As vendors, we understand the challenges of navigating these relationships and the potential pitfalls of not having a solid foundation. We discuss what clients should expect from you, how to demonstrate your val...

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Are you entrusting your business to the right vendors? In this episode of Rooted in Revenue, Susan Finch and Lany Sullivan dive deep into the crucial topic of vetting vendors. From graphic designers to accountants, they share eye-opening insights on what to look for and what to avoid. Discover the importance of securing your intellectual property, protecting your sensitive information, and ensuring your vendors have your back in an...

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Time management is more critical than ever, especially with the rise of AI tools and virtual assistants. Properly tracking and documenting how you spend your time can lead to significant benefits, from increased productivity to smoother delegation and onboarding. In this episode of Rooted in Revenue, hosts Susan Finch and Debi Davis dive deep into the future of time management and its intersection with AI. They discuss practical st...

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Are you a real estate broker on the brink of a major change? Whether you're considering leaving a franchise to establish your brand, or switching franchises, this transition can be both exhilarating and daunting. The key to success lies in meticulous planning and preparation. In this episode, Susan shares her expertise to guide you through the critical steps you need to take before leaping. Susan provides a small portion of a compr...

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Are your business's internal controls and security measures up to par? In this final episode of our 6-part series, Lany Sullivan and Susan Finch dive deep into the importance of protecting your clients' information and your own liability. They expose common pitfalls like using sticky notes for passwords or entrusting cash transactions to a single person. Lany and Susan emphasize the critical need for secure password management, dig...

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This episode will give you an actionable list to evaluate your current tech stack. Lany and Susan will also give you ideas on what to look for when evaluating new pieces to your tech stack. Did you know that anything you log in to for your business is part of your tech stack? Lany will give you her strong opinions on several pieces of software and tools. Susan will give some real examples on ways to test what you are using and lock...

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Susan Finch and Lany Sullivan dive into the crucial decision of hiring generalists or specialists for your business in this insightful episode of Rooted in Revenue. They discuss the roles of virtual assistants (VAs), online business managers (OBMs), and the importance of finding the right fit for your team. Lany emphasizes the significance of hiring based on your specific needs and goals, rather than defaulting to a VA. The duo als...

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Are you drowning in tasks and struggling to let go of control in your business? In this third episode of the Rooted in Revenue series, Lany Sullivan and Susan Finch dive into the power of delegation and how it can lead to more time and freedom. They discuss the importance of identifying tasks you love and hate, and provide practical strategies for delegating at all levels of your organization. From overcoming the fear and vulnerabi...

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Susan Finch and Lany Sullivan are plunging into the inky black to tackle the four crucial moments when conducting a business assessment, which is an absolute must. They'll help you identify the signs that your business is ready for a thorough evaluation, and trust us, ignoring these red flags could lead to a total "blowup" down the line – and nobody wants that!

Lany shares her expert insights on navigating the challenges of rapid g...

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Are you leaving money on the table in your business? If you haven't evaluated your entire customer journey from end to end, chances are there are holes that are costing you revenue. In this episode, operations experts Susan Finch and Lany Sullivan dive into why your customer journey is the key to sustainable revenue. They share examples of the broken processes they often see, and provide practical advice for establishing foundation...

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March 12, 2024 24 mins

In this episode of Rooted in Revenue, host Susan Finch welcomes back Debi Davis, owner and operator of 3D Communications AI, for an insightful discussion on the importance of measuring and managing data to drive business growth. CEOs and CROs will find valuable insights as Debi shares her expertise on analyzing processes, improving communication, and leveraging data to make informed decisions. Discover how to effectively collect, o...

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Feeling scattered trying to manage and grow your business? Plagued with impulsive ideas but little follow-through? Do distractions keep you from moving forward effectively? My friend and business coach Debi Davis shares hard-won wisdom for overcoming chaos and dysfunction. If you lead or own a small or mid-size B2B company, listen in as Debi and I discuss bringing order to operations, planning, and execution. Learn a simple yet pow...

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CEOs, are your metrics telling the whole story of your company’s health? Susan Finch poses this vital question to her guest, customer intelligence expert Laura Patterson, in this episode. Laura spotlights critical yet overlooked metrics beyond sales and profit — brand equity and customer value. These interlinked measures provide unparalleled visibility into your company’s ability to attract, retain, a...

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January 17, 2024 35 mins

Do you have a revolutionary business idea but struggle with bringing it to market? Have you invested significant time and money into a product with no traction? As an entrepreneur and inventor at heart, Sushee Perumal has been in your shoes. After exiting his prior role, he was inspired to launch Flight Level 180 to provide startups and founders the capabilities in technology, marketing, and sales required to accelerate getting pro...

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