Unleashed - How to Thrive as an Independent Professional

Will Bachman
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Apr 17, 2021 • 32min

404. Rick Denton and CX Passport

Rick Denton shares an episode from his podcast, CX Passport, a conversation with people about customer experience with a dash of travel. In this episode, he has a brilliant conversation with Sharon Boyd who is from the UK. She is the author of Customer Experience 2, and the CXO of MKL Innovation. Key points include: 03:26: The power of gifting 08:34: The ten-pence CX celebration 13:07: The Valentine's Day, greaseproof paper incident 17:31: The Disney approach to CX 21:42: CX in the airline industry Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.
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Apr 16, 2021 • 31min

403. Rick Denton on Excellent Customer Service

403. Rick Denton on Excellent Customer Service Rick Denton has over a decade of experience in customer service and relations; he is now the managing principal at EX4CX, a company that helps companies increase revenue by listening to customers and creating great experiences for their customers. In this episode, Rick shares his expertise in this field and talks about his new podcast. Rick can be contacted through linkedin.com/in/rickdenton or his company website http://www.ex4cx.com. You can also listen to his podcast at cxpassport.com. Key points include: 04:52: Customer experience projects 11:02: The biggest tools used in customer service 14:19: The difference between customer experience and customer insights 22:23: "Holy smokes" case examples Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.
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Apr 15, 2021 • 30min

402. Jonathan Baillie Strong on Spotlight Podcasting

Jonathan Baillie Strong is a B2B podcast strategist and the founder of Spotlight Podcasting, a company that helps consulting firms and mission-driven companies build more authority and grow their businesses with podcasting. Today, he shares insights from the world of podcasting from pre-production to promotion. You can learn more about Spotlight Podcasting at http://www.spotlightpodcasting.com/, and you can connect with John through linkedin.com/in/jonbstrong, or his personal website https://jonbstrong.com Key points include: 00:29: Helping Tim Ferris launch his podcast 05:17: How podcasting has helped consultants connect with clients 09:23: The process of developing and launching a podcast 12:26: A podcast production checklist 20:41: The fee structure of a podcast production agency Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.
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Apr 14, 2021 • 34min

401. Rudra Chatterjee on the Tea Industry

Rudra Chatterjee is a writer, and the chairman and managing director of Luxmi Tea. While he writes predominantly about politics and economics, he is also vastly knowledgeable about tea, and in this episode, he talks about various aspects of the tea industry, from growth to distribution. Rudra can be contacted through https://www.linkedin.com/in/rudrachatterjee, and you can learn more about his company and buy tea at http://www.luxmigroup.in/ or makaibari.com Key points include: 03:10: The birth of the tea industry in India 07:55: The tea plantation organisation 14:31: Increasing the long-term value of the plantation 20:11: The relationship between the owners and workers of the plantation 29:27: How to ensure a top-quality cup of tea Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.
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Apr 12, 2021 • 38min

399. Alec Hudnut on Vici Partners

Alec Hudnut is an alum of Harvard Business School and McKinsey. He is now a managing partner at Vici Partners, a firm of experienced professionals focused on helping clients improve execution and dramatically grow earnings, and in this episode, Alec discusses the work they do at Vici Partners. You can connect with Alec on https://www.linkedin.com/in/alec-hudnut-8562071, or email him at ahudnut@vicipartners.com Key points include: 02:30: The fee model at Vici Partners 05:52: The 100-day sprint surfacing phase. 12:26: The major categories of ideas 20:46: Tracking and managing ideas 27:44: Running the talent at Vici Partners Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.
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Apr 11, 2021 • 53min

398. Annie Scranton on Public Relations - Inside Advice

Annie Scranton is the founder and president of Pace Public Relations; she has been a producer at the CBNC, an assistant booker at Fox News, a booking producer on Good Morning America with ABC News, and has a Masters in Public Relations. In this episode, Annie shares her experience and knowledge in public relations. Annie can be reached through https://www.linkedin.com/in/anniescranton or her company website http://www.pacepublicrelations.com Key points include: 10:00: Becoming a known expert 17:19: Tips on being picked up by a reporter 23:05: Objectives and process of working with a PR agency 32:22: ROI on working with a PR agency 36:03: How to find and select a PR agency Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.
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Apr 10, 2021 • 48min

397. Sam Gupta on ERP Systems

Sam Gupta has nearly two decades of experience in commercializing technology solutions, building multi-million dollar technology practices, and managing large enterprise software programs to drive digital transformation initiatives. He is the principal consultant at ElevatIQ, Inc., and in this episode, he talks about manufacturing enterprise resource planning (ERP) systems. Sam can be contacted at https://www.linkedin.com/in/samguptausa/ or the website https://www.elevatiq.com/ Key points include: 07:20: The key processes of ERP 16:16: Inflection points and the integration of ERP systems 24:50: The range of activities of Elevate IQ 27:29: Big name companies selling ERP software 29:06: The rip and replace process Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.
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Apr 9, 2021 • 37min

396. Neil Gardner on IT Organisation at Regional Banks

Neil Gardner a digital strategy consultant who helps clients to design and implement digital transformations, and he is the founder and principal of NMG Advisory. As an advisor to CIOs at regional banks, he helps move their teams from cost center to value creation center. Neil can be reached through https://www.linkedin.com/in/neilmgardner/ or https://www.nmgadvisory.com/ Key points include: 00:35: What a CIO does and how much bank revenue it costs 04:17: Infrastructure operations organization 09:19: Data and architecture categories 12:53: How the IT department creates business value 25:54: IT organisation aligned with business strategy Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.
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Apr 8, 2021 • 30min

395. Jessica Lackey on Sales, Operations, and Planning

Jessica Lackey is an ACC Coach, a McKinsey alum with an MBA from Harvard MBA, and a Fortune 500 Operations Leader. In this episode, she talks about the mature integrated planning process and the nuts and bolts of the traditional SAP processes. Jessica can be reached at linkedin.com/in/jessica-lackey or through her website https://www.jessicalackey.com/ Key points include: 01:47: A perspective on sales and operations planning (SNOP) 08:56: Common issues in the sales and operations planning process 16:05: AI, heuristics, and advanced planning systems 18:19: Case examples of the reconciliation process 25:22: Consulting opportunities in sales and operations planning Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.
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Apr 7, 2021 • 30min

394. Drew Kerr on Delivering "Money Lines."

Drew Kerr is the founder and president of Four Corners Communications, a company that provides pro-active strategic communications and coaching for digital media companies, high-growth startups, and consumer research firms. In this episode, he shares five key communication rules. Drew can be reached at linkedin.com/in/drewkerr or his website www.four-corners.com. Key points include: 03:52: The money line 10:58: Using a story 14:02: The power of the headline 19:20: Concise and active 23:39: How to be a good moderator Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.

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