The Thoughtful Entrepreneur

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Owner of The Funnel Pros, Michael Tucker.Virtual events have become a cornerstone of digital marketing and entrepreneurship. As a virtual event agency, Michael Tucker and his team craft transformational experiences that convert cold leads into hot customers. The beauty of virtual events lies in their ability to build deep connections with audiences, which is essential for any business looking to grow its influence.One of the most effective formats Tucker discussed is the five-day challenge model. This approach involves creating a structured, value-packed experience that guides potential customers toward their goals. It's a powerful way to establish trust and credibility, and it's been proven to work across various industries.Key Points from the Episode:Virtual events and their potential for expanding reach, credibility, and influence for entrepreneurs and business ownersInsights into the concept of virtual events and the five-day challenge modelMaking virtual events successful and the process of testing the concept with an audienceCrafting virtual transformational experiences and the different types of virtual eventsThe importance of virtual events in building connections with the audience or potential customersThe five-day challenge model and its effectiveness in taking cold leads to hot customersDesigning virtual events around achieving specific outcomes and engaging the audienceStructuring virtual events to be an hour to an hour and a half a day for five daysAbout Michael Tucker:Michael Tucker is a renowned figure in virtual events and digital marketing, boasting a remarkable ability to accelerate income and influence in a few days. With a track record of delivering extraordinary results, he has propelled his clients to over $30 million in profits within a concise 2-3 year timeframe. Armed with invaluable experience, Tucker is now dedicated to imparting his secrets for success in running virtual events and effective marketing strategies. Entrepreneurs seeking rapid growth in influence and income stand to benefit from his proven formulas. Tucker's expertise positions him as a go-to resource for online business enthusiasts eager to harness the power of virtual events and optimize their digital marketing endeavors for swift and substantial success.About The Funnel Pros:The Funnel Pros specialize in providing personalized and turnkey virtual event solutions, offering a strategic avenue for rapidly scaling online businesses. With a focus on customization, they cater to clients' unique needs, ensuring a tailored approach to virtual events. Whether it's webinars, workshops, or conferences, The Funnel Pros delivers a comprehensive, done-for-you service that streamlines organizing and executing impactful online events. Their expertise lies in optimizing the virtual event experience to drive business growth swiftly.Entrepreneurs looking for a seamless and effective way to expand their online presence can rely on The Funnel Pros for personalized solutions designed to enhance visibility, engagement, and overall success in the digital landscape.Tweetable Moments:02:18 - "I truly believe that virtual experiences are the best way to build connections."Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out The Funnel Pros on LinkedIn athttps://www.linkedin.com/company/the-funnel-pros/Check out Michael Tucker on LinkedIn athttps://www.linkedin.com/in/theofficialmichaeltucker/Check out Michael Tucker on Instagram athttp://www.instagram.com/officialmichaeltucker/Check out Michael Tucker on Facebook athttps://www.facebook.com/theofficialmichaeltucker/More from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the President & CEO of Finstrat, Kristian Marquez.With his extensive experience at Finstrat Management, Kristian Marquez shed light on this innovative solution. A fractional CFO is a part-time financial expert who provides strategic financial guidance to companies without the commitment or cost of a full-time executive. Kristian outlined that if a business is experiencing rapid growth, preparing for fundraising, or navigating complex financial challenges, it might be time to consider this strategic move. A fractional CFO can bring a wealth of knowledge and experience, helping to steer the company towards financial health and scalability.Kristian highlighted the unique value Finstrat Management brings to founders and investors. Their team of experts provides financial oversight and assists in critical areas such as cash flow management, financial forecasting, and strategic planning. This support is crucial for B2B SaaS companies that operate in a highly competitive and fast-paced environment.He also emphasized the importance of staying ahead of the curve, whether adopting new technologies or refining operational strategies. He pointed out that businesses that remain agile and informed are the ones that thrive.Kristian believes that AI is not just a trend but a transformative force reshaping how we approach business operations and decision-making. He shared how AI can streamline processes, uncover insights, and drive efficiency, giving companies that leverage it a competitive edge.Key Points from the Episode:Role of fractional CFOs in early-stage companiesFocus on B2B SaaS industryInsights into the work of Finstrat ManagementValue provided to founders and investorsIndicators that a company may be ready to bring in a fractional CFOTrends in business managementImpact of artificial intelligence on businessesAbout Kristian Marquez:Kristian is the accomplished Founder, President, and CEO of FinStrat Management. This renowned outsourced financial department services firm provides accounting, finance, and reporting services for B2B SaaS companies, investors, RIAs, and VCs. With a robust background, Kristian was pivotal in steering Inovalon through various executive and management positions, contributing significantly to its evolution from an early stage to a multi-billion IPO. Inovalon, a leading provider of cloud-based solutions in data-driven healthcare, benefited from Kristian's expertise.His extensive career includes senior roles in accounting and investment management services and a commendable tenure as an officer in the United States Marine Corps. A distinguished alumnus of the United States Naval Academy with a Bachelor of Science in General Engineering, Kristian has held the Chartered Financial Analyst (CFA) charter holder designation since 2004. His multifaceted experience and leadership make him a respected figure in the financial and business sectors.About Finstrat:FinStrat Management (FSM) is a premier outsourced financial operations services firm catering to B2B SaaS companies, investors, RIAs, and VCs. Renowned for its industry expertise and cutting-edge software solutions, FSM delivers specialized reporting, comprehensive accounting, and financial functions, contributing to enhanced bottom-line performance for clients.Distinguished by tailored financial operations teams, FSM is adept at addressing businesses' unique accounting, financial, and reporting requirements. The firm prides itself on providing flexibility, seamless implementations, top-tier client support, and cost-effective pricing structures across all stages of growth. FSM's commitment to excellence positions it as a strategic partner, empowering clients to navigate financial complexities while optimizing operational efficiency and fostering sustainable success in a competitive business landscape.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out Finstrat website athttps://finstratmgmt.com/Check out Finstrat on LinkedIn athttps://www.linkedin.com/company/finstratmgmt/Check out Finstrat on Twitter athttps://twitter.com/finstratmgmtCheck out Finstrat on Facebook athttps://m.facebook.com/p/FinStrat-Management-100069837232752/Check out Kristian Marquez on LinkedIn athttps://www.linkedin.com/in/kristianmarquez/More from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Copywriter & CMO of 100 Year Brand, Chris Orzechowski.Chris is on a mission to create enduring American brands in the physical product space, and he brought a treasure trove of strategies to the table. Chris' goal is ambitious yet inspiring: to build the next generation of 100-plus year American brands. As a fractional CMO, Chris works hands-on with brands to scale their marketing efforts. He focuses on expanding their marketing budget, channels, assets, and infrastructure, all to drive substantial revenue and growth.One of the core principles Chris emphasizes is transforming a brand into a lifestyle. This is about creating a culture and community around your brand. By establishing solid retention systems, brands can keep customers engaged for the long haul, encouraging repeat purchases and fostering loyaltyChris delves into the critical role of database management, mining, and segmentation. Understanding your customer base and identifying its opportunities are essential for revenue growth. By analyzing customer data, brands can tailor their marketing strategies to target the right segments with the right messages.Regarding marketing, Chris concentrates on key areas such as advertising, customer acquisition, email marketing, SMS, direct mail, and influencer strategy. He advocates for a hyper-focused approach, especially with influencer outreach. Instead of casting a wide net, Chris suggests building strong relationships with a select few influencers who truly resonate with your brand's values and products.Key Points from the Episode:Mission to build 100+ year American brands in the physical product spaceFractional CMO's role in multiplying and growing marketing budget, channels, assets, and infrastructureImportance of turning a brand into a lifestyle and building solid retention systemsDatabase management, mining, and segmentation for revenue and growth opportunitiesKey areas of marketing focus: advertising, customer acquisition, email marketing, SMS, direct mail, and influencer strategyHyper-focusing on hand-selected influencers aligned with brand valuesProviding exceptional services to maintain and grow the existing customer baseEmail marketing and delivering consistent and valuable content to subscribersAbout Chris Orzechowski:Chris Orzechowski's trajectory from Division 1 wrestler at Rutgers University to one of the world's highest-paid copywriters is truly extraordinary. Despite initially struggling in a freshman writing course, Chris's journey led him through diverse roles, from teacher to bartender and bouncer. With over a decade in marketing, he stands as a sought-after expert in copywriting, marketing, and brand growth. Chris has collaborated with 200+ clients, trained 5,000 students, and contributed over $120 million in sales. Notable brands like Carnivore Snax and high-profile figures like Ryan Serhant have benefited from his expertise. Renowned for advocating plain text emails in e-commerce marketing, Chris is challenging industry norms. As a fractional Chief Marketing Officer, founder of the 100 Year Brand, and author of "The Moat," he's dedicated to shaping the next generation of enduring American brands. Featured in Forbes and Business Insider, Chris Orzechowski is a transformative force in the marketing landscapeAbout 100 Year Brand:In the quest to build a resilient and enduring brand, Chris Orzechowski introduces the concept of the 100-Year Brand. Rejecting the notion of waiting for a perfect time, he emphasizes the possibility of success in any economic climate. The key is to establish a brand that not only weathers storms but consistently generates wealth irrespective of external challenges. Drawing inspiration from iconic brands born in challenging economies, Chris encourages aspiring entrepreneurs to aim for generational wealth and long-lasting impact. The 100 Year Brand is Chris's initiative to guide individuals in transforming their brands into timeless icons, ensuring financial security for a lifetime and leaving a lasting legacy. Tweetable Moments:02:55 - "The best brands that last the longest tend to retain customers for a very long time and get repeat purchases over and over again."03:56 - "When you look at a mountain, there might be gold deposits all over; you just need to find the gold within the mountain. Your database is the same way."11:59 - "If someone's in pain and they have a problem and you have the solutions, there's no amount of content you could send them that would be too much content."Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out 100 Year Brand website athttps://100yearbrand.co/#brandsCheck out Chris Orzechowski on LinkedIn athttps://www.linkedin.com/in/chris-orzechowski-b5531823a/Check out Chris Orzechowski on Instagram athttps://www.instagram.com/chrisorzechowski/Check out Chris Orzechowski on Twitter athttps://twitter.com/chrisorzyCheck out Chris Orzechowski on Facebook athttps://web.facebook.com/bralston11Check out Chris Orzechowski’s new book, The Moat: How to Build a Durable, Profitable E-Commerce Brand that can Last Forever at https://www.amazon.com/dp/B0CNRJ86Z8?ref_=cm_sw_r_cp_ud_dp_V300D58366NTX4YWQAX6&bento_uuid=5c498515-a3b5-4044-8fb9-05f45ff93260&utm_campaign=broadcast&utm_medium=email&utm_source=bentoMore from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Co-Founder & Managing Partner of Brand Castle, Bryan Alston.Brand Castle Growth Partners has carved out a niche in the retail industry by assisting e-commerce brands in getting their products onto store shelves and providing invaluable support in branding and marketing strategies. Bryan emphasized these elements' critical role in ensuring a brand's success across various retail channels.Brian shed light on the stark differences between selling products online and in physical stores. He pointed out that each channel's competition and consumer behavior differ. Brands that have established a strong online presence and cultivated a loyal customer base have a significant advantage. They are better positioned to negotiate favorable terms with retailers and secure prime placement in stores, which can be a game-changer in a competitive market.Bryan stressed the importance of profitability and a deep understanding of the target customer base before considering such an expansion. He also touched on the necessity of systematically assessing operational readiness and the brand's unique selling propositions before engaging with retail partners.Bryan's expertise shone through as he highlighted the significance of staying abreast of trends and consumer preferences. These factors heavily influence retail buyers' decisions, and brands must align their products with these emerging trends. Key Points from the Episode:Importance of branding and marketing for e-commerce brandsDifferences between selling products online and in physical storesInsights on negotiating favorable terms with retailersTiming and considerations for transitioning from e-commerce to physical retailAssessment of operational readiness and unique selling propositionsSignificance of trends and consumer preferences in the retail landscapeCriteria for identifying businesses ready for partnership with Brand Castle Growth PartnersImportance of existing online presence, customer engagement, and niche market positioningAbout Bryan Alston:Bryan Alston is a distinguished speaker, consultant, and Chief Marketing Officer (CMO) renowned for his expertise driving substantial return on investment (ROI) for burgeoning companies. His strategic prowess lies in deploying avant-garde performance marketing and growth hacking tactics that endure over time, contrasting with prevalent short-term strategies.Bryan is a versatile professional, blending classical retail expertise with cutting-edge digital marketing acumen. His distinctive approach encompasses a comprehensive understanding of the marketing landscape and ecosystem. Bryan navigates upcoming trends and draws insights from historical strategies, demonstrating a forward-thinking yet grounded perspective.About Brand Castle:Brand Castle is a dynamic operator-led growth consultancy and venture studio with a mission to propel high-potential consumer brands to the pinnacle of their respective categories. With an extensive background covering ecommerce, brick-and-mortar retail, and more, the seasoned team at Brand Castle and its expansive network provide invaluable mentorship to foster the development of iconic, enduring companies. Their goal is to steer these brands toward achieving the coveted status of number one in their markets. With decades of experience, Brand Castle positions itself as a vital resource for entrepreneurs seeking to build robust and lasting success in the competitive landscape of consumer goods.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out Brand Castle website athttps://www.brandcastle.co/Check out Brand Castle on LinkedIn athttps://www.linkedin.com/company/brandcastlegrowth/Check out Bryan Alston on LinkedIn athttps://www.linkedin.com/in/bralston/Check out Bryan Alston on Instagram athttps://www.instagram.com/bryan_alston/Check out Bryan Alston on Twitter athttps://twitter.com/fjeanbartCheck out Bryan Alston on Facebook athttps://web.facebook.com/bralston11More from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Co-Founder & CEO of Performance Partners, Frederic Jean-Bart.Affiliate marketing is a dynamic and powerful tool for e-commerce brands, but it's challenging. Under Fred's leadership, Performance Partners has carved out a niche in this space by helping brands build and manage effective affiliate programs. The crux of their success lies in finding the right partners and aligning with the appropriate audience—a task easier said than done.One of the primary hurdles that e-commerce brands face is identifying and collaborating with suitable affiliates. Fred underscored the necessity of a personalized approach and a robust outbound strategy to attract partners that resonate with your brand's values and goals. It's not about casting a wide net with a "spray and pray" method; it's about fostering authentic relationships with affiliates and content creators who can genuinely connect with your audience.Fred pointed out that having a solid foundation for customer acquisition is paramount before considering affiliate marketing. It's about adding to an already stable base, not relying on affiliates as the sole avenue for growth.Performance Partners prides itself on being a connector, bridging the gap between e-commerce brands and the right media buyers. They leverage their connections and expertise to ensure that their clients are ready for the market and positioned to make the most of it. Fred shared insights into the client journey and the value that Performance Partners adds by facilitating successful partnerships and ensuring their clients have access to top-tier media buyers.Key Points from the Episode:Introduction to Performance Partners and its role in affiliate marketingImportance of finding the right partners and audience for successful affiliate marketingChallenges faced by e-commerce brands in finding and working with affiliatesPersonalized approach and outbound solid strategy for attracting the right partnersBuilding authentic relationships with affiliates and content creatorsDifferent types of affiliates: influencers, content creators, and performance marketersElements for successful affiliate marketing: good creatives, well-structured funnel, and product-market fitCriteria for businesses to consider when determining readiness for affiliate marketingPerformance Partners as a connector and facilitator of successful partnershipsAbout Frederic Jean-Bart:Frederic Jean-Bart is a seasoned professional in the affiliate marketing sector, boasting over 15 years of experience. His expertise is constructing and overseeing profitable affiliate programs for Direct-to-Consumer (DTC) brands. Jean-Bart's skill set includes recruiting top direct-response affiliates skilled in various paid media channels like Email, Display, TikTok, Snapchat, Facebook, and Google. He is adept at increasing revenue while lowering acquisition costs and minimizing reliance on a limited number of channels. Much of his role involves structuring commission payouts to benefit brands and affiliates. Additionally, he excels in creating direct response content that drives immediate customer purchases and maintaining the integrity of brand, content, and messaging. Having worked in all aspects of affiliate marketing, Jean-Bart has also successfully recruited affiliates for major global DTC brands such as Goli, Onnit, and Snow Cosmetics. His primary goal is to optimize the return on affiliate marketing investments, educate clients on technical strategies, and achieve results that exceed marketing objectives.About Performance Partners:Performance Partners, established in 2021 by industry expert Frederic Jean-Bart, is an agency committed to driving business growth through affiliate marketing. Jean-Bart's 15+ years of experience in the field brings a wealth of knowledge and understanding of effective strategies in this domain. The agency primarily focuses on recruiting high-caliber affiliates and managing affiliate programs. Their team collaborates intimately with clients to craft bespoke affiliate programs tailored to meet each business's specific needs and objectives. Recognizing the distinctiveness of every client, Performance Partners aims to deliver personalized solutions that align with and drive the desired business outcomes. This client-centric approach is at the heart of their operations, ensuring that each partnership is nurtured with attention to detail and a deep understanding of the dynamics of affiliate marketing.Tweetable Moments:02:27 - "The key isn't necessarily volume; it's finding the right partner that aligns with your audience—that's the thing that matters more."04:34 - "Affiliate marketing could be an amazing channel for you, but there's a lot of content out there making false claims about how quickly you'll see results."14:26 - "You need to have good creatives, a funnel, and product market fit because affiliate marketing is something you add on top of a solid base for your customer acquisition."Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out Performance Partners website athttps://performancepartners.agency/Check out Performance Partners on LinkedIn athttps://www.linkedin.com/company/performance-partners-agency/Check out Performance Partners on Instagram athttps://www.instagram.com/runviably/Check out Performance Partners on Facebook athttps://www.facebook.com/runviablyCheck out Frederic Jean-Bart on LinkedIn athttps://www.linkedin.com/in/fjeanbart/Check out Frederic Jean-Bart on Instagram athttps://www.instagram.com/fredjeanbart/Check out Frederic Jean-Bart on Twitter athttps://twitter.com/fjeanbartCheck out Frederic Jean-Bart on Facebook athttps://www.facebook.com/profile.php?id=100084898563480More from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Passionate Startup & Ecommerce Builder of Viably, Oz Merchant.One of the most pressing issues Oz discussed was the difficulty e-commerce sellers face when accessing capital. For many of these entrepreneurs, purchasing inventory represents a substantial outlay, and without adequate funding, sustaining and growing their business can be a struggle. Viably tackles this challenge head-on by providing banking and funding solutions tailored to e-commerce sellers. Traditional banks often need more physical assets typically required as collateral to serve these businesses. Viably, however, uses a different lens, focusing on the seller's performance and future sales trends by harnessing data from e-commerce platforms.Oz emphasized the critical role of cash flow management and forecasting in the e-commerce sector. Viably doesn't just offer capital; it also provides the tools and guidance necessary for sellers to optimize their cash conversion cycle. This holistic approach ensures that businesses can access the funds they need and use them effectively to fuel growth.Oz was keen to highlight Viably's commitment to transparency and fairness in an industry where predatory lending practices are a concern. The platform operates on a flat fee model, charging a percentage as a flat fee for short-term working capital.Key Points from the Episode:Challenges e-commerce sellers face in accessing capitalUnique underwriting needs of e-commerce businessesImportance of cash flow management and forecastingTrends and opportunities in the e-commerce spaceViably's focus on banking and funding for e-commerce sellersViably's approach to underwriting e-commerce businessesImportance of access to capital for e-commerce sellersViably's tailored funding solutions for different types of e-commerce businessesViably's flat fee model for short-term working capitalAbout Oz Merchant:Oz Merchant, with over two decades of professional experience, stands as a dynamic leader and coach in sales, customer success, and e-commerce. Currently holding the position of VP of Customer Success and Support at Viably, he focuses on aiding e-commerce business owners through innovative financial solutions. Experiences across various cultures and industries enrich his global perspective, and he is proficient in three languages. Oz is dedicated to fostering growth, innovation, and customer satisfaction, aligning with Viably's goal to bolster entrepreneurs with financial agility and confidence. His role involves leading a team to ensure customer retention, satisfaction, and loyalty while driving revenue growth. He employs his sales, management, and customer service expertise to build solid relationships, understand customer objectives, and provide impactful solutions. About Viably:Viably is a comprehensive financial solution tailored for ecommerce business owners, aiming to enhance their cash flow and provide essential capital. This innovative platform integrates banking, funding, and cash flow management tools in a user-friendly app. Viably also fosters strategic partnerships and organizes events to broaden its market reach.The platform's narrative and business model are actively promoted through podcasts and webinars, appealing to potential customers, partners, and investors. Viably's sales and customer success approach is encapsulated in playbooks following a dynamic "land and expand" model. This strategy achieved impressive growth, securing over 120 new customers and laying the groundwork for a $50M debt facility within seven months.Viably offers mentorship to ecommerce founders, guiding them in scaling their businesses and preparing for successful market exits. Collaborating closely with Operations and Engineering, Viably focuses on selecting the right technologies to ensure seamless data integration and a product-led journey for its customers, demonstrating its commitment to innovation and customer-centric solutions.Tweetable Moments:05:08 - "The biggest expense for every e-commerce seller is the fact they need to buy inventory."09:03 - "There's a healthy business which is actually making profits, and when we're giving money, we're getting that money back from profits."Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out Viably website athttps://www.runviably.com/Check out Viably on LinkedIn athttps://www.linkedin.com/company/runviably/Check out Viably on Instagram athttps://www.instagram.com/runviably/Check out Viably on Facebook athttps://www.facebook.com/runviablyCheck out Oz Merchant on LinkedIn athttps://www.linkedin.com/in/ozmerchant/Check out Oz Merchant on Twitter athttps://twitter.com/ozmerchantMore from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder & CEO of Organize To Scale, Staci Gray.One of the critical takeaways Staci offered was the undeniable importance of systems and processes in business growth. As entrepreneurs, our passion drives us, but the systems we put in place turn that passion into a scalable reality.Staci drove home that without a solid foundation of documented processes, such as standard operating procedures (SOPs) and checklists, we're essentially flying blind. These tools are the bedrock of delegation and operational efficiency, allowing us to replicate success and maintain quality as we grow.Many entrepreneurs have faced resistance when it comes to documenting processes. It can feel daunting, but Staci shared some practical tips to make it more manageable. She suggested using screen sharing and recording tools to capture tasks in real-time.Staci also emphasized the value of playbooks in achieving team alignment. These comprehensive guides ensure everyone is on the same page and that tasks are executed clearly and consistently.Staci also outlined the structure of her program, which begins with a three-day strategic planning session. This intensive period is followed by 90-day reviews, which serve as checkpoints to assess progress and make necessary adjustments.Key Points from the Episode:Importance of creating systems and processes for business scalabilityChanneling passion into creating efficient systemsDocumenting processes through standard operating procedures (SOPs) and checklistsPractical tips for overcoming resistance to documenting processesValue of playbooks in aligning team members and ensuring task clarityStructure of Stacy's program: three-day strategic planning session and 90-day reviewsHolistic approach to organizing businesses for growthAbout Staci Gray:Staci Gray is a seasoned professional with over 20 years of experience helping real-world businesses scale. She focuses on bridging the gap between ideas and profits, ensuring rapid execution for tangible progress and results.Staci's vision is to free innovative leaders from operational chaos, enabling them to tackle real-world problems effectively and humanely while achieving quick profitability.She is passionate about supporting mission-driven leaders who use their ideas, influence, and intellect to create successful businesses. Staci empowers them to scale up by providing practical tools and training.Her approach ensures these leaders build a strong business foundation without compromising their core values or sacrificing personal relationships. Staci stands out for her commitment to progress, results, and the human aspect of business leadership.About Organize To Scale:Organize to Scale positions itself as an invaluable co-pilot for mission-driven leaders, aiming to simplify scaling operations. They understand that the primary challenges in business growth are personnel management and financial stability. Recognizing that hiring the right people is crucial, they emphasize establishing a strong company culture with clear processes and procedures.The services offered focus on building a foundation of character, competency, trust, transparency, and accountability. They advocate for open communication, relentless growth, and high personal responsibility. Their approach is likened to having a pack of faithful Dobermans - dedicated, hard-working, and supportive, with a therapeutic value.Organize to Scale is committed to helping businesses transform through continuous action, offering support at every stage of personal and professional growth. Their goal is to be an integral, active part of the business's journey.Tweetable Moments:01:17 - "Most entrepreneurs set out to build businesses to create some type of freedom, but they end up trapped in the very businesses designed to create their freedom."15:47 - "You can't really scale your business until you learn to scale yourself, and that is such a head game journey versus tactics."Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out Organize To Scale website athttps://organizetoscale.com/Check out Organize To Scale on LinkedIn athttps://www.linkedin.com/company/organize-to-scale/Check out Staci Gray on LinkedIn athttps://www.linkedin.com/in/stacigray/Check out Staci Gray on Facebook athttps://www.facebook.com/official.staci.grayCheck out Staci Gray on Instagram athttps://www.instagram.com/staci_gray/More from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO of Fusion Creative, Deevo Tindall.Deevo discussed the pivotal role of branding and the everyday hurdles founders encounter when crafting an impactful brand message. Through his journey and multiple collaborations with consultants, Deevo has mastered the art of evoking emotions and clarity in brand messaging.He delved into the brand discovery process, underscoring the necessity of a clear vision, mission, and problem-solving intent. Deevo illuminated the evolving nature of branding, advocating for adaptability and flexibility as a brand matures.Deevo offered practical advice for businesses to hone their brand messaging. He suggested focusing on the customer's journey and maintaining consistency across all touchpoints, from social media to lead nurturing and conversion.Deevo also shared the essence of surrounding oneself with a team that shares the company's vision and values. He stressed the significance of fostering relationships and community over competition.Key Points from the Episode:Overview of Fusion Creative Branding's work with small businesses and entrepreneursChallenges in crafting a compelling brand messageThe process of brand discovery and the significance of having a clear vision and missionPractical ways for businesses to develop intuitive brand messagingThe process of working with a branding agency, including the brand discovery auditInsights into the company's structure and the importance of building relationships and collaborationsAbout Deevo Tindall:Deevo Tindall is an innovative Entrepreneur, Holistic Branding Strategist, and Content Creator. With over 15 years in the corporate world, he ventured into entrepreneurship, founding Fusion Creative.Deevo specializes in bespoke branding and digital solutions, helping businesses stand out with authentic messaging. His portfolio showcases multiple successful brand launches, emphasizing authentic storytelling.Deevo's branding strategy goes beyond the surface, focusing on creating immersive experiences that resonate with audiences. He ensures every customer touchpoint at Fusion Creative is cohesive and memorable.Deevo's expertise extends to social media, SEO, and PPC, offering a full suite of solutions for business growth. He encourages unique branding, challenging businesses to embrace their uniqueness.Additionally, Deevo is a skilled storyteller and master photographer, bridging the gap between creative vision and practical execution, making him a dynamic force in the branding and digital landscape.About Fusion Creative:Fusion Creative is dedicated to enhancing businesses through innovative branding and strategic marketing. As a team of passionate professionals, Fusion Creative specializes in assisting entrepreneurs, solopreneurs, and small businesses.Their holistic approach transcends traditional marketing by becoming a strategic partner in crafting compelling brand stories, developing comprehensive strategies, and creating impactful visuals.What distinguishes Fusion Creative is its commitment to each client's success, offering personalized support and solutions tailored to specific needs. Their services range from branding strategy and content creation to social media management and paid advertising. Fusion Creative's deep understanding of business challenges and opportunities enables them to deliver effective solutions that resonate with target audiences.Their focus is on providing services and fostering a genuine partnership, guiding and supporting brands to thrive. By entrusting Fusion Creative, businesses can concentrate on their core operations, confident that their branding and marketing are expertly managed.Tweetable Moments:02:42 - "Just because you're a CEO doesn't mean that you know everything about your business or your brand."06:36 - "Discovery enables you to have this sort of clarity around your vision and your mission and your goals and your objective."Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out Fusion Creative website athttps://fusioncreativebranding.com/Check out Fusion Creative on LinkedIn athttps://www.linkedin.com/company/fusion-creative-branding/Check out Fusion Creative on Facebook athttps://www.facebook.com/thefusioncreative/Check out Fusion Creative on Instagram athttps://www.instagram.com/fusioncreativebranding/Check out Fusion Creative on Twitter athttps://twitter.com/_fusioncreativeCheck out Deevo Tindall on LinkedIn athttps://www.linkedin.com/in/fusionphotog/Check out monthly free educational webinar on marketing/brandingMore from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Board Certified Coach & Master Certified Coach, Sarah Fruehling.Sarah Fruehling is not your average business coach. Her background in positive psychology, strength-based mental health, communication, and trauma informs her unique approach to coaching.Sarah works closely with founders, owners, and C-suite executives, offering a brand proposition beyond traditional business strategies. Sarah's expertise lies in her ability to integrate an understanding of mental health systems into her coaching, which is a game-changer for many high achievers.Sarah discussed how the impact of trauma can shape the lives of high achievers and the necessity of creating spaces where individuals can confront their internal battles. Her approach fosters a safe and brave environment for clients to address their fears and struggles.Many of Sarah's clients are ambitious individuals chasing financial and time freedom. She shared that these driven personalities often encounter awakening moments that prompt them to seek her services.Sarah's coaching philosophy centers on the power of insight and action. She helps her clients understand their internal wiring and apply these insights in practical ways to design their ideal futures.She touched on the common traits of high achievers and the importance of self-celebration. Sarah pointed out that individuals are at risk of burnout without recognising their successes and prioritising self-care. High achievers need to acknowledge their accomplishments and take time to recharge.Key Points from the Episode:Introduction of Sarah Fruehling and her coaching approachThe intersection of mental health and professional coachingImpact of trauma on high achieversAwakening moments leading individuals to seek coaching servicesSignificance of insight and action in coaching approachCommon traits of high achieversImportance of self-celebration and self-careAbout Sarah Fruehling:Sarah Fruehling stands out in the coaching world with her 20+ years of experience as an entrepreneurial private practice therapist. Her expertise lies in relationship dynamics, healthy communication, and emotional intelligence, shaping her niche in coaching.At Fruehling Coaching, she leads a team of world-class coaches, each with unique backgrounds and skills. Their approach is tailored to match clients with the ideal coach, fostering personal and professional transformation.Sarah is not just a board-certified coach; she's also an expert in team dynamics and strategic planning. Her abilities in developing healthy teams are unmatched, enhancing communication, trust, accountability, and value alignment. This skill set, expert facilitation, and strategy propel companies towards their ideal futures.Furthermore, as a ForumSherpa Certified Facilitator, Sarah enhances the Forum experience through retreats focused on life balance, leadership, and legacy. She enjoys working with both new and spousal Forums.Sarah loves spending time with her family and friends outside of work, doing outdoor activities, cycling with her husband, cooking, and travelling. Her holistic approach to coaching and life reflects her commitment to helping others achieve their goals while maintaining a balanced personal life.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out Fruehling Coaching and Facilitation website athttps://fruehlingcoaching.com/Check out Fruehling Coaching and Facilitation on LinkedIn athttps://www.linkedin.com/company/fruehlingcoaching/Check out Sarah Fruehling on LinkedIn athttps://www.linkedin.com/in/fruehlingcoaching/Check out Sarah Fruehling  on Instagram athttps://www.instagram.com/fruehlingcoaching/ Check out Sarah Fruehling on Facebook athttps://www.facebook.com/fruehlingcoaching More from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Chief Strategist of Infinite Business Solutions Group, Chuck Leblo.Interact Business Solutions Group stands out as a beacon for companies grappling with various challenges. Chuck Leblo, at the helm of this consultancy, brings a wealth of experience to the table. The firm's approach is rooted in identifying the core issues that businesses face and tackling them head-on.Chuck recounted how his team has successfully managed projects ranging from short-term data analysis for a lojack company to comprehensive business repositioning for a virtual assistant firm. The key, he stressed, is to dig deep and find the underlying cause of a problem before devising a strategic solution.Drawing from his extensive background in telecommunications, Chuck has shaped the services offered by his company to meet the nuanced needs of the industry.He has built a network of specialists, or "fractional officers," who bring their unique expertise to the table, ensuring that each client's specific needs are precisely met. This collaborative approach has proven invaluable for small and medium-sized businesses that often face revenue generation and profitability improvement hurdlesChuck is a strong proponent of harnessing this technology to enhance various business processes. He envisions a future where generative AI streamlines content creation, marketing, data analysis, and customer engagement.Key Points from the Episode:Services provided by Interact Business Solutions GroupExamples of projects worked on by the companyImportance of identifying the root cause of a problemChuck's experience in the telecommunications industryNetwork of specialists or "fractional officers" collaborating with ChuckCommon challenges faced by small and medium-sized businessesEmerging trend of generative AI and its potential applications in businessPractical uses of generative AI in business processesAbout Chuck Leblo:Chuck Leblo, as the Chief Strategist at Interact Business Solutions Group, is pivotal in tackling intricate business challenges with customized strategies. His role centers on leveraging his profound knowledge in telecommunications, retail, electric, and business sectors.This expertise is crucial in pinpointing and resolving issues impeding client profitability and growth. Chuck's multifaceted approach involves optimizing digital media strategies, executing thorough audits, and addressing operational and sales dilemmas. His team is dedicated to producing concrete, positive results across various industries. Fundamentally, Chuck's mission is to transform obstacles into opportunities and guide clients towards achieving their maximum potential and success.This role showcases his ability to blend analytical acumen with strategic thinking, making him a key asset in navigating complex business landscapes.About Interact Business Solutions Group:Interact Business Solutions Group stands out as a problem-solving powerhouse in the complex world of modern business. The company excels in transforming challenges into opportunities, enhancing digital presence, refining operational processes, and providing strategic insights for tangible, positive outcomes.Their diverse expertise is evident in their varied projects, from digital strategy optimization for local enterprises to conducting comprehensive audits leading to significant financial savings. The group's versatility extends to serving unique industries, including music schools and helicopter manufacturers.Their success is underpinned by a deep understanding of the digital and operational landscapes, making them a go-to partner for businesses facing operational challenges, seeking digital enhancement, or needing seasoned strategic advice.With a mantra of problem-solving, Interact Business Solutions Group is dedicated to converting obstacles into successful ventures for its partners.Tweetable Moments:02:15 - "Nine times out of ten, their problem isn't really the problem; it's just the symptom of the problem."07:35 - "Sometimes you need a generalist to see the big picture.”Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out Interact Business Solutions Group website athttps://www.askinteract.com/Check out Interact Business Solutions Group on LinkedIn athttps://www.linkedin.com/company/ask-interact/Check out Interact Business Solutions Group on Facebook athttps://www.facebook.com/goInteract/Check out Chuck Leblo on LinkedIn athttps://www.linkedin.com/in/chuckleblo/Check out Chuck Leblo  on Twitter athttps://twitter.com/socialkudoMore from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.What is your #1 Lead Generation BLOCKER? Take my free quiz here.Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.