Episode Transcript
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Speaker 1 (00:00):
Okay, imagine this
it's the end of a long holiday
weekend, maybe Labor Day, thesmell of the barbecue is kind of
fading, sun's going down reallynice right.
For a lot of folks that's purepeace, time to you know,
decompress before the week hits.
But maybe for you, if you runyour own business, it's well.
It's different.
Instead of peace, there's thislike hum of anxiety starting up,
(00:21):
that mental list runningunanswered emails, maybe some
missed calls.
What's coming up this week,it's that evening crunch.
It can totally steal your quiettime, even when you're
technically off.
Speaker 2 (00:32):
That's a really
common picture you're painting
there and what we're going totalk about today.
It goes deeper than just, youknow, a bit of stress.
We're asking what if you couldactually relax then, like really
switch off, knowing yourbusiness is running okay,
without you constantly needingto check in?
That's what we're exploring howyou can get that kind of
freedom, not just wish for it,but actually make it possible.
Speaker 1 (00:54):
Yeah, that cycle.
It's so familiar, isn't it?
You've had a good day, you tryto sit down, relax, maybe read
something, hang out with family,but then the thoughts start did
I get back to that importantcustomer?
What about that new lead?
Did I follow up?
Am I even ready for Monday?
It's like this backgroundstatic of unfinished business,
(01:15):
exactly, and it just keeps youmentally chained to work, even
if you're miles away.
So many business owners knowthis feeling.
Speaker 2 (01:21):
And it's usually not
just you know one bad evening,
this evening crunch.
It often becomes this regularthing, a pattern.
It pushes entrepreneurs to giveup personal time.
Weekends get shorter.
You find yourself workingthrough holidays just to keep up
Right.
Your business might be doingokay, but the cost to you
personally it's really high.
It just drains you, limits yourheadspace for big picture
(01:43):
thinking, creativity, and youneed that recharge time to lead
effectively.
Speaker 1 (01:49):
Right.
Speaker 2 (01:49):
Right For the long
haul.
Speaker 1 (01:50):
Okay, so it's so
common.
What's really going onunderneath?
From what we've looked at, abig part of it seems to be
running the business withoutproperly integrated systems.
It's almost like trying tobuild something complex with
parts that weren't reallydesigned to fit together
smoothly.
Speaker 2 (02:06):
That's a great way to
put it, because when things are
fragmented, the problems justmultiply.
Think about messages.
Right, they don't all land inone spot.
Some are email, some are text,maybe social media DMs.
They're scattered All over theplace, exactly, and following up
suddenly.
That depends entirely on yourmemory, which, let's be honest,
when you're juggling everything,it's not foolproof.
Speaker 1 (02:28):
Okay.
Speaker 2 (02:29):
So potential leads,
even existing customers.
They can easily slip throughthe cracks and the result you
end up having to use yourevenings, your weekends, those
holidays just trying to plug thegaps and keep everything from
falling apart.
It's constant reaction mode.
Speaker 1 (02:44):
Okay, so that paints
the picture of the problem
pretty clearly.
A bit stressful just thinkingabout it, but what if there's a
different way?
We've been seeing this shifttowards a more joined up
approach.
It's not about just addinganother tool Right, it's more
fundamental.
Speaker 2 (03:00):
Exactly.
It's about tackling that rootproblem the fragmentation.
Speaker 1 (03:03):
Yeah.
Speaker 2 (03:03):
Imagine if you could
unify all the key stuff your CRM
, your marketing automation,invoicing, all your
communications texts, emails,everything in one platform.
One place, one place.
Instead of juggling differentapps, different logins, trying
to make system A talk to systemB, it all just works together
from a single hub.
(03:24):
That immediately simplifiesthings and it massively reduces
that mental weight you'recarrying around.
Speaker 1 (03:29):
Yeah, that sounds
like a real shift.
Let's get specific what kind offeatures actually make that
happen.
We hear about things like aunified inbox.
What does that actually do foryou?
Speaker 2 (03:38):
Right.
So instead of checking email,then text, then Facebook
Messenger, then whatever else,you see every message from every
channel.
You connect all in one feed.
Speaker 1 (03:47):
Ah, okay, so no more
hunting around.
Speaker 2 (03:49):
Exactly.
That gives you a huge mentalboost.
You know where everything is.
Speaker 1 (03:53):
Yeah, I could see
that, what else?
Speaker 2 (03:55):
Then there's
automated follow-ups.
This is really powerful.
You set up the logic like if anew lead comes in, send this
text, then this email.
If they don't reply, and in,send this text, then this email
if they don't reply.
And the system just does it.
It keeps leads warm, engagescustomers even while you're
having dinner.
Speaker 1 (04:09):
So it's working when
you're not.
Speaker 2 (04:11):
Precisely and for
managing on the go, mobile app
access is key.
Get updates, respond to urgentthings, check stats all from
your phone.
You're not tied to the desk.
Speaker 1 (04:22):
Okay, that makes
sense.
And you mentioned Teams earlier.
How does that fit in?
Speaker 2 (04:26):
Yeah, that's
important for growth.
Many unified systems likePinnacle offer unlimited users
without charging extra per seat,which means you can actually
bring your team in and share theworkload without worrying about
costs suddenly jumping up orhitting some user limit.
There are no hidden fees forthat.
Speaker 1 (04:42):
Right, so it scales
with you.
Speaker 2 (04:44):
It does, and pulling
it all together about the real
outcome of features like theseyour evenings, your weekends,
your holidays they actuallybecome yours again.
Speaker 1 (04:54):
You get that time
back.
Speaker 2 (04:55):
You get that time
back.
Even when things are busy, likearound a holiday weekend, you
can properly switch off.
You can trust that the businessisn't just going to stop
because you did.
Speaker 1 (05:04):
And focusing on
holidays like Labor Day.
Speaker 2 (05:08):
Yeah.
Speaker 1 (05:09):
It's not just
symbolic, is it?
It represents that balance,that recharge time everyone
needs.
Speaker 2 (05:14):
Yeah.
Speaker 1 (05:14):
Especially business
owners.
Speaker 2 (05:15):
Absolutely.
Those breaks are fundamentalDowntime, family, just breathing
room and if you can enjoy them,if there's always that knot of
stress about work, that's a hugered flag.
Really, it's a sign yoursystems aren't supporting you.
Speaker 1 (05:29):
Yeah.
Speaker 2 (05:29):
It's less about just
working harder, grinding more.
It's a sign your systems aren'tsupporting you.
It's less about just workingharder, grinding more.
It's about setting up yourbusiness smartly so it gives you
more freedom, not less.
That supports your well-beingand your business success long
term.
A business that serves yourlife, not the other way around.
Speaker 1 (05:43):
Okay, but I can
imagine some listeners thinking
hang on, I already have a CRM ormaybe I use a tool for email
marketing.
How does a unified platformcompare to using those separate
pieces?
Speaker 2 (05:53):
That's a fair
question.
Lots of individual tools arereally good at what they do,
their specific function.
Speaker 1 (05:58):
Sure.
Speaker 2 (05:58):
But the challenge
often comes when you need them
all to work together.
You end up needing lots ofintegrations, maybe using tools
like Zapier, getting add-ons.
Sometimes you need extrasubscriptions for those
connections and managing allthat it can become a job in
itself.
Speaker 1 (06:13):
Right, creating more
work sometimes.
Speaker 2 (06:14):
Exactly.
You're troubleshootingconnections, making sure data is
flowing correctly, jugglingdifferent interfaces.
A platform like Pinnacle,designed as a complete solution
from the start.
Everything is built to worktogether natively, no clunky
integrations needed between corefunctions.
It's smoother, often morereliable.
Speaker 1 (06:34):
So it avoids that
whole cobbled together feeling.
Speaker 2 (06:36):
Pretty much One
system, one login, one view of
your customer and operations.
Speaker 1 (06:41):
Let's make this
concrete.
You mentioned Sarah, the retailstore owner.
Can you walk us through hersituation?
Speaker 2 (06:47):
Yeah, sarah's story
is quite typical of what we see
Before.
She spent so many evenings,holidays included, just catching
up on what she called digitalpaperwork Manually updating
customer lists after sales,reading follow-up emails one by
one, trying to remember whoneeded a call back.
She felt like she was alwaysbehind.
Always reacting Soundsexhausting.
It was Now, after implementinga unified system, the change is
(07:12):
huge.
A sale happens, the CRM updatesautomatically, customers get
follow-up texts you pre-wroteautomatically, review requests
go out after a purchase, againautomatically.
Glued to her screen stressingabout missed tasks.
Speaker 1 (07:26):
She's actually
present with her family.
Speaker 2 (07:36):
She can relax because
she knows things aren't falling
through the cracks.
The system is handling it.
Speaker 1 (07:42):
That's more than just
saving time, isn't it?
Speaker 2 (07:44):
Oh, absolutely, it's
peace of mind.
It fundamentally changed herrelationship with her business
and freed up her mental energy.
Speaker 1 (07:50):
And that leads to a
bigger point right about what
evenings are supposed to be for.
Speaker 2 (07:53):
Exactly Whether it's
a Tuesday or a holiday.
Evenings should be about rest,connection, recharging your
batteries, not constantlyputting out fires or playing
catch up from the day.
That's just, it's notsustainable.
Speaker 1 (08:05):
And the long term
effect of gaining that control,
that peace of mind.
Speaker 2 (08:09):
It compounds when you
have that confidence that your
business is stable, even whenyou step back for an evening,
you have more energy.
Your focus during work hours issharper.
Speaker 1 (08:18):
You can think more
strategically.
Speaker 2 (08:19):
Precisely.
You're not just stuck in theweeds all the time.
It leads to better decisions,healthier growth.
You build this foundation ofcalm, of control that lets you
be a better leader.
Speaker 1 (08:30):
It really sounds like
building a business that
empowers you instead ofconsuming you.
Speaker 2 (08:35):
That's the goal
giving you back your time, your
energy, so you can actuallyenjoy the rewards of your hard
work.
Speaker 1 (08:40):
So, as this evening
winds down, maybe this Labor Day
evening or just any regularnight, think about more than
just stopping work.
Think about what it would feellike to truly disconnect.
Speaker 2 (08:51):
Yeah, ask yourself
what would it genuinely like to
truly disconnect?
Yeah, ask yourself what wouldit genuinely mean for you, for
your well-being, for yourbusiness's future, to really
reset at the end of the day,knowing things are still moving
forward, customers are beingfollowed up with, leads are
being nurtured without youhaving to manually push every
single button.
Speaker 1 (09:09):
If that sounds like
something you need if you want
to reclaim your evenings and getthat peace of mind, it might be
worth exploring this unifiedapproach.
You can check it out atgetpinnacleai.
It could be the change you'relooking for.